Civic Intelligence

Frances L Nelson Foundation Ltd

990PF • Fiscal year 2015 • EIN 39-2033920

Jan 01, 2015 to Dec 31, 2015 • Filed on May 13, 2016

Organization Profile
2201 Lakeland AveMadison, WI 53704

(608) 241-4888

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

26th percentile

-9.5%

Higher net margin than 26% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

46th percentile

-0.5%

Faster asset growth than 46% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

6th percentile

-60%

Faster revenue growth than 6% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$3,115,683

Down $16,826 (-0.5%) from 2014

Net Assets

Down

$3,115,683

Down $16,826 (-0.5%) from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin26th percentile

Revenue

Down

$173,493

Down $259,452 (-60%) from 2014

Expenses

Up

$189,998

Up $7,716 (+4.2%) from 2014

Net Income

Down

-$16,505

Down $267,168 (-107%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,999,402Liabilities 2011: $02011Assets 2012: $2,919,152Liabilities 2012: $02012Assets 2013: $2,881,525Liabilities 2013: $1Net Assets 2013: $2,881,5252013Assets 2014: $3,132,509Liabilities 2014: $1Net Assets 2014: $3,132,5092014Assets 2015: $3,115,683Liabilities 2015: $1Net Assets 2015: $3,115,6832015Assets 2016: $3,077,426Liabilities 2016: $0Net Assets 2016: $3,077,4262016Assets 2017: $2,821,975Liabilities 2017: $0Net Assets 2017: $2,821,9752017Assets 2018: $5,074Liabilities 2018: $0Net Assets 2018: $5,0742018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2015

Assets$3,115,683
Liabilities$1
Net Assets$3,115,683
Open 2015 Filing

Operations Trend

Revenue Growth6th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $73,297Expenses 2011: $75,485Net Income 2011: -$2,1882011Revenue 2012: $1,134,882Expenses 2012: $183,857Net Income 2012: $951,0252012Revenue 2013: $144,142Expenses 2013: $182,268Net Income 2013: -$38,1262013Revenue 2014: $432,945Expenses 2014: $182,282Net Income 2014: $250,6632014Revenue 2015: $173,493Expenses 2015: $189,998Net Income 2015: -$16,5052015Revenue 2016: $143,617Expenses 2016: $185,630Net Income 2016: -$42,0132016Revenue 2017: $452,304Expenses 2017: $707,228Net Income 2017: -$254,9242017Revenue 2018: -$19,273Expenses 2018: $2,794,589Net Income 2018: -$2,813,8622018Revenue 2019: $5,605Expenses 2019: $10,679Net Income 2019: -$5,0742019

Highlighted filing

2015

Revenue$173,493
Expenses$189,998
Net Income-$16,505
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 13, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DALE LEIBOWITZPresident, Director-$0--
FRANCES L NELSONVice President, Director-$0--
SHERI L KOLESecretary, Treasurer, Director-$0--
Filing and Contact Details

Filer

Filer Name
Frances L Nelson Foundation Ltd
EIN
39-2033920
In Care Of
% SHERI KOLE
Phone
6082414888
Address
2201 LAKELAND AVE, MADISON, WI 53704

Signing Officer

Name
Sheri Kole
Title
Secretary
Phone
7328050005
Signed
2016-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Foley & Lardner Llp
Address
777 E WISCONSIN AVE, MILWAUKEE, WI 53202-5306
Preparer
Lynette M Zigman
Phone
7328050005
Raw XML Appendix327 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DALE LEIBOWITZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1FRANCES L NELSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SHERI L KOLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY, TREASURER, DIRECTOR
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02106 ARBOR WAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MARTINSVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd008836
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SHERI KOLE
IRS990PF/StatementsRegardingActyGrp/PhoneNum07328050005
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DALE LEIBOWITZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0180000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0IRWIN A & ROBERT D GOODMAN COMMUNITY CENTER INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0149 WAUBESA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053704
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0180000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0164069
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0164069
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012716
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt018945
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06346
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt056105
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt018098
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012716
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt018945
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06346
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0182167
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt018098
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt056105
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt038007
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0FOLEY & LARDNER LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02167
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02167
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0321
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK TO TAX COST ADJUSTMENTS
TaxesSchedule/TaxesDetail/Amt0684
TaxesSchedule/TaxesDetail/Amt14325
TaxesSchedule/TaxesDetail/Amt22822
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED TAX PAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt2EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0684
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERI KOLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07328050005
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRANCES L NELSON FOUNDATION LTD
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0392033920
ReturnHeader/Filer/InCareOfNm0% SHERI KOLE
ReturnHeader/Filer/PhoneNum06082414888
ReturnHeader/Filer/USAddress/AddressLine1Txt02201 LAKELAND AVE
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053704
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOLEY & LARDNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 E WISCONSIN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532025306
ReturnHeader/PreparerPersonGrp/PhoneNum07328050005
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNETTE M ZIGMAN
ReturnHeader/ReturnTs02016-05-16T10:15:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,115,683
Liabilities
$1
Net assets
$3,115,683
Revenue
$173,493
Expenses
$189,998
Net income
-$16,505
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.02$2.79$2.81
2017Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.45$0.71$0.25
2016Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.14$0.19$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.17$0.19$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.43$0.18$0.25
2013Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.14$0.18$0.04
2012Summary only. Only limited summary data is available for this year.$2.92$0.00$1.13$0.18$0.95
2011Summary only. Only limited summary data is available for this year.$2.00$0.00$0.07$0.08$0.00