Civic Intelligence

Frances L Nelson Foundation Ltd

990PF • Fiscal year 2018 • EIN 39-2033920

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 06, 2019

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

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

100th percentile

14600%

Higher net margin than 100% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

87th percentile

$21,126

Higher top officer pay than 87% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$5,074

Down $2,816,901 (-100%) from 2017

Net Assets

Down

$5,074

Down $2,816,901 (-100%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$19,273

Down $471,577 (-104%) from 2017

Expenses

Up

$2,794,589

Up $2,087,361 (+295%) from 2017

Net Income

Down

-$2,813,862

Down $2,558,938 (-1004%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2018

Assets$5,074
Liabilities$0
Net Assets$5,074
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2018

Revenue-$19,273
Expenses$2,794,589
Net Income-$2,813,862
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 6, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANCES L NELSONVice President, Director-$21,126-$21,126
DALE LEIBOWITZPresident, 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
2019-06-06
Discuss with paid preparer
Yes

Preparer

Firm
Foley & Lardner Llp
Address
777 E WISCONSIN AVE, MILWAUKEE, WI 53202-5306
Preparer
Jason J Kohout
Phone
4142712400
Raw XML Appendix335 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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DissolutionStmt/DissolutionInformationGrp/PersonNm0DALE LEIBOWITZ LEGACY FOUNDATION
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0ON AND AROUND 12/11/2018 THE FOUNDATION TRANSFERRED SUBSTANTUALLY ALL OF ITS ASSETS TO THE SHELDON L AND PEARL R LEIBOWITZ, DALE LEIBOWITZ LEGACY FOUNDATION, A SECTION 501(C)(3) ORGANIZATION. THE SHELDON L AND PEARL R LEIBOWITZ, DALE LEIBOWITZ LEGACY FOUNDATION IS A PRIVATE FOUNDATION CONTROLLED BY THE SAME INDIVIDUALS WHO CONTROL THE PURPLE MOON FOUNDATION INC. THE TRANSFER OF THE ASSETS WAS MADE PURSUANT TO SITUATION 3 OF IRS REV. RUL. 2002-28, 2002-1 CB 941 (MAY 2, 2002). THIS TRANSFER OF ASSETS WAS IN FULL LIQUIDATION OF THE FOUNDATION'S ASSETS AND IT DOES NOT EXPECT TO HAVE ANY FURTHER SUBSTANTIAL ACTIVITY OR TO RECEIVE FURTHER ASSETS (THE FOUNDATION RETAINED MINIMUM ASSETS TO PAY ADMINISTRATIVE EXPENSES AND PAY ANY REMAINING AMOUNT TO THE SHELDON L AND PEARL R LEIBOWITZ, DALE LEIBOWITZ LEGACY FOUNDATION.) THE TRANSFER OF ASSETS IS NOT A TERMINATION OF THE FOUNDATION'S PRIVATE FOUNDATION STATUS AND NO TERMINATION TAX UNDER SECTION 507 WAS INCURRED. CASH AND MARKETABLE SECURITIES W
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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/RcvFndsToPayPrsnlBnftCntrctInd0false
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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/OrganizationDissolvedEtcInd0true
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SHERI KOLE
IRS990PF/StatementsRegardingActyGrp/PhoneNum07328050005
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0DONATIONS TO TAX-EXEMPT CHARITABLE ORGANIZATIONS AS REPORTED IN PART XV.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0380000
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DALE LEIBOWITZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0380000
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/TotalGrantOrContriPdDurYrAmt0380000
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/AppliedToCurrentYearAmt0125092
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0125092
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0537136
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt027693
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt018098
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012716
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt018945
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt018945
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0853405
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0257762
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0537136
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt027693
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt018098
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012716
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0382854
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0257762
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0872350
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0614588
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0FOLEY & LARDNER LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02854
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02854
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03039
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK TO TAX COST ADJUSTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02
TaxesSchedule/TaxesDetail/Amt0932
TaxesSchedule/TaxesDetail/Amt13034
TaxesSchedule/TaxesDetail/Amt24280
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX PAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt2ESTIMATED TAX PAYMENT
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0932
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERI KOLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07328050005
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-06
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0516CA8FE4820834452EA7473957CE8436C6F617F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0516CA8FE4820834452EA7473957CE8436C6F617F
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId039556220191615000001
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-06-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0151.153.1.1
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/PhoneNum04142712400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON J KOHOUT
ReturnHeader/ReturnTs02019-06-10T13:30:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,074
Liabilities
$0
Net assets
$5,074
Revenue
-$19,273
Expenses
$2,794,589
Net income
-$2,813,862
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