Civic Intelligence

W M Foundation

990PF • Fiscal year 2011 • EIN 41-6080486

Jan 01, 2011 to Dec 31, 2011 • Filed on May 14, 2012

80 South Eighth Street 1800 IdsCenter55402-4523
Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2011 filings • $10M-$25M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

2011 filings • $10M-$25M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$17,707,905

No earlier filing loaded for comparison.

Net Assets

$17,707,905

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$1,371,303

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2011: $17,707,905Liabilities 2011: $0Net Assets 2011: $17,707,9052011Assets 2012: $16,773,015Liabilities 2012: $12012Assets 2013: $16,986,942Liabilities 2013: $1Net Assets 2013: $16,986,9422013Assets 2014: $45,664,493Liabilities 2014: $1Net Assets 2014: $45,664,4932014Assets 2015: $51,334,397Liabilities 2015: $1Net Assets 2015: $51,334,3972015Assets 2016: $52,431,025Liabilities 2016: $0Net Assets 2016: $52,431,0252016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2011

Assets$17,707,905
Liabilities$0
Net Assets$17,707,905

Operations Trend

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

$40M$30M$20M$10M$0-$10MExpenses 2011: $1,371,3032011Revenue 2012: $539,277Expenses 2012: $1,473,925Net Income 2012: -$934,6482012Revenue 2013: $1,159,640Expenses 2013: $1,412,617Net Income 2013: -$252,9772013Revenue 2014: $31,466,598Expenses 2014: $2,789,687Net Income 2014: $28,676,9112014Revenue 2015: $9,120,165Expenses 2015: $3,450,413Net Income 2015: $5,669,7522015Revenue 2016: $4,672,065Expenses 2016: $3,575,308Net Income 2016: $1,096,7572016Revenue 2017: $6,803,750Expenses 2017: $4,060,680Net Income 2017: $2,743,0702017

Highlighted filing

2011

Revenue-
Expenses$1,371,303
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 14, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY L DAYTONDirector-$0--
SALLY D CLEMENTDirector-$0--
ELLEN D GRACECo-Chair-$0--
KATHERINE M NIELSENCo-Chair-$0--
ELIZABETH D DOVYDENASDirector-$0--
JAMES M KARGES CO OKABENA COMPANYSecretary/Asst Treas-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL PURPOSE TO BE DETERMINED BY THE GRANTEE501(C)(3)MINNEAPOLIS, MN, US$1,112,333
Filing and Contact Details

Filer

EIN
41-6080486
Raw XML AppendixShowing 400 of 419 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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AccountingFeesSchedule/AccountingFees/Category0OKABENA COMPANY
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps014010
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome014010
DistributionFromCorpusElection/Election0WM FOUNDATION, EMPLOYER ID# 41-6080486, HEREBY ELECTS UNDER IRC REGULATIONS 53.4942(A)-3(D)(2) TO TREAT THE QUALIFYING DISTRIBUTIONS MADE DURING 2011 OF $1,126,368 AS DISTRIBUTIONS OF CORPUS.
InvestmentsOtherSchedule2/InvestmentsOther/BookValue02197154
InvestmentsOtherSchedule2/InvestmentsOther/BookValue16878483
InvestmentsOtherSchedule2/InvestmentsOther/BookValue25537250
InvestmentsOtherSchedule2/InvestmentsOther/BookValue32813121
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0OKABENA FIXED INCOME FUND, LLC
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2OKABENA MARKETABLE ALTERNATIVES, LLC
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3OKABENA SPECIAL OPPOTUNITIES FUND, LLC
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0MARY L DAYTON
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5JAMES M KARGES CO OKABENA COMPANY
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OtherExpensesSchedule/OtherExpenses/Description0PORTFOLIO DEDUCTIONS-PASS THRU
OtherExpensesSchedule/OtherExpenses/Description1STATE FILING FEE
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OtherIncomeSchedule2/OtherIncome/Description0OKABENA FIXED INCOME FUND
OtherIncomeSchedule2/OtherIncome/Description1OKABENA DIVERSIFIED EQUITY FUND, LLC
OtherIncomeSchedule2/OtherIncome/Description2OKABENA MARKETABLE ALTERNATIVES FD, LLC
OtherIncomeSchedule2/OtherIncome/Description3OKABENA SPECIAL OPPORTUNITIES FUND, LLC
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TaxesSchedule/Taxes/Amount08703
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TaxesSchedule/Taxes/Category0FOREIGN TAXES-PASS THRU
TaxesSchedule/Taxes/Category1EXCISE TAXES
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TaxesSchedule/Taxes/NetInvestmentIncome08703
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0416080486
ReturnHeader/Filer/Name/BusinessNameLine10W M FOUNDATION
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ReturnHeader/Filer/Phone06123397151
ReturnHeader/Filer/USAddress/AddressLine1080 SOUTH EIGHTH STREET 1800 IDS
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