Civic Intelligence

Matrix Foundation

990PF • Fiscal year 2016 • EIN 39-1999556

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 24, 2017

Organization Profile
2107 W Hidden Reserve CourtMequon, WI 53092

(262) 242-2880

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

2nd percentile

-971%

Higher net margin than 2% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

22nd percentile

-15%

Faster asset growth than 22% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-95%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$428,956

Down $77,435 (-15%) from 2015

Net Assets

Down

$428,956

Down $77,435 (-15%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin2nd percentile

Revenue

Down

$7,972

Down $161,809 (-95%) from 2015

Expenses

Up

$85,406

Up $10,277 (+14%) from 2015

Net Income

Down

-$77,434

Down $172,086 (-182%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2010: $454,421Liabilities 2010: $0Net Assets 2010: $454,4212010Assets 2011: $380,925Liabilities 2011: $0Net Assets 2011: $380,9252011Assets 2012: $309,592Liabilities 2012: $0Net Assets 2012: $309,5922012Assets 2013: $417,903Liabilities 2013: $1Net Assets 2013: $417,9032013Assets 2014: $411,739Liabilities 2014: $1Net Assets 2014: $411,7392014Assets 2015: $506,391Liabilities 2015: $1Net Assets 2015: $506,3912015Assets 2016: $428,956Liabilities 2016: $0Net Assets 2016: $428,9562016Assets 2017: $387,734Liabilities 2017: $0Net Assets 2017: $387,7342017Assets 2018: $341,970Liabilities 2018: $0Net Assets 2018: $341,9702018Assets 2019: $275,968Liabilities 2019: $1Net Assets 2019: $275,9682019Assets 2020: $396,631Liabilities 2020: $1Net Assets 2020: $396,6312020Assets 2021: $319,082Liabilities 2021: $1Net Assets 2021: $319,0822021Assets 2022: $240,692Liabilities 2022: $1Net Assets 2022: $240,6922022Assets 2023: $373,266Liabilities 2023: $1Net Assets 2023: $273,2662023Assets 2024: $303,901Liabilities 2024: $0Net Assets 2024: $303,9012024

Highlighted filing

2016

Assets$428,956
Liabilities$0
Net Assets$428,956
Open 2016 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2010: $76,0392010Expenses 2011: $85,5902011Expenses 2012: $94,4592012Revenue 2013: $173,513Expenses 2013: $65,202Net Income 2013: $108,3112013Revenue 2014: $71,040Expenses 2014: $77,140Net Income 2014: -$6,1002014Revenue 2015: $169,781Expenses 2015: $75,129Net Income 2015: $94,6522015Revenue 2016: $7,972Expenses 2016: $85,406Net Income 2016: -$77,4342016Revenue 2017: $14,938Expenses 2017: $56,160Net Income 2017: -$41,2222017Revenue 2018: $40,394Expenses 2018: $86,158Net Income 2018: -$45,7642018Revenue 2019: $20,777Expenses 2019: $86,778Net Income 2019: -$66,0012019Revenue 2020: $207,326Expenses 2020: $86,663Net Income 2020: $120,6632020Revenue 2021: $11,695Expenses 2021: $89,242Net Income 2021: -$77,5472021Revenue 2022: $15,073Expenses 2022: $93,464Net Income 2022: -$78,3912022Revenue 2023: $219,888Expenses 2023: $87,314Net Income 2023: $132,5742023Revenue 2024: $18,404Expenses 2024: $87,692Net Income 2024: -$69,2882024

Highlighted filing

2016

Revenue$7,972
Expenses$85,406
Net Income-$77,434
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 24, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELAINE D MARSHALLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Matrix Foundation
EIN
39-1999556
In Care Of
% ELAINE D MARSHALL
Address
2107 W HIDDEN RESERVE COURT, MEQUON, WI 53092

Signing Officer

Name
Elaine D Marshall
Title
Trustee
Phone
2622422880
Signed
2017-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Stephen M Fisher & Associates
Address
POST OFFICE BOX 26305, MILWAUKEE, WI 53226-0305
Preparer
Stephen M Fisher
Phone
4143599067
Raw XML Appendix269 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0AS REQUIRED, BUT LESS THAN FULL TIME
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0428957
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt021259
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt021259
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt021259
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt021421
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IRS990PF/DistributableAmountGrp/TotalTaxAmt0162
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0358
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0358
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt021421
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ELAINE D MARSHALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02107 W HIDDEN RESERVE COURT
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.183997
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02622422880
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt052046
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt042723
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt073336
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt080000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt058741
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0338527
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0279786
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELAINE D MARSHALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02622422880
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MATRIX FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MATR
ReturnHeader/Filer/EIN0391999556
ReturnHeader/Filer/InCareOfNm0% ELAINE D MARSHALL
ReturnHeader/Filer/USAddress/AddressLine1Txt02107 W HIDDEN RESERVE COURT
ReturnHeader/Filer/USAddress/CityNm0MEQUON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053092
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D6B9C1F84B9950A6F28E78CC77B9E47598E27E34
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D6B9C1F84B9950A6F28E78CC77B9E47598E27E34
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId039088120171225000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-02
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.225.123.224
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHEN M FISHER & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0POST OFFICE BOX 26305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532260305
ReturnHeader/PreparerPersonGrp/PhoneNum04143599067
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen M Fisher
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-02T15:13:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$428,956
Liabilities
$0
Net assets
$428,956
Revenue
$7,972
Expenses
$85,406
Net income
-$77,434
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.18$0.88$0.69
2023Detailed filing. Detailed filing data is available for this year.$3.73$0.00$2.73$2.20$0.87$1.33
2022Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.15$0.93$0.78
2021Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.12$0.89$0.78
2020Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$2.07$0.87$1.21
2019Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.21$0.87$0.66
2018Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.40$0.86$0.46
2017Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.15$0.56$0.41
2016Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.08$0.85$0.77
2015Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$1.70$0.75$0.95
2014Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.71$0.77$0.06
2013Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$1.74$0.65$1.08
2012Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.94
2011Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.86
2010Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.76