Civic Intelligence

W M Foundation

990PF • Fiscal year 2012 • EIN 41-6080486

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 07, 2013

80 South Eighth Street 1800 IdsCenter55402-4523
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$16,773,015

Flat from 2012

Net Assets

$16,773,015

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$1,473,925

Flat from 2012

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: $0Net Assets 2012: $16,773,0152012Assets 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

2012

Assets$16,773,015
Liabilities$0
Net Assets$16,773,015

Operations Trend

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

$40M$30M$20M$10M$0-$10MExpenses 2011: $1,371,3032011Expenses 2012: $1,473,9252012Revenue 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

2012

Revenue-
Expenses$1,473,925
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 7, 2013
Return Version
2012v2.1
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$1,240,500
Filing and Contact Details

Filer

EIN
41-6080486
Raw XML AppendixShowing 400 of 427 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/NetInvestmentIncome014905
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 2012 OF $1,255,430 AS DISTRIBUTIONS OF CORPUS.
GeneralExplanationAttachment/GeneralExplanation/Explanation0THE TAXPAYER MAY BE REQUIRED TO FILE FORM 5471 FOR THE FOREIGN CORPORATION LISTED BELOW, BUT IS NOT DOING SO UNDER THE MULTIPLE FILERS EXCEPTION PURSUANT TO TREAS. REG. SECTION 1.6038-2(J). THE TAXPAYERS FILINGREQUIREMENT WILL BE SATISFIED BY:OKABENA DIVERSIFIED EQUITY FUND, LLC1800 IDS CENTER, MINNEAPOLIS, MN 55402EIN: 41-1563584THE RETURN WILL BE FILED IN OGDEN, UT.NAME OF FOREIGN CORPORATION(S):FRONTIER MARKET OPPORTUNITIES FUND, LTD.IVA GLOBAL FUND (CAYMAN)(US INVESTORS) LTD.SIT OFFSHORE CUSTOM ALPHA SPC(A)
GeneralExplanationAttachment/GeneralExplanation/Explanation1INFORMATION REQUIRED UNDER SECTION 6038B (REPORTING TRANSFERS TO A FOREIGN PARTNERSHIP) DURING 2012 OKABENA DIVERSIFIED EQUITY FUNDHELD A CONTROLLING OWNERSHIP OF FRONTIER MARKET OPPORTUNITIES MASTER FUND LP, A FOREIGN PARTNERSHIP. IN ACCORDANCE WITH THE FEDERAL TAX FILING REQUIREMENTS OKABENA DIVERSIFIED EQUITY FUND LLC FILED FORM 8865 "RETURN OF A U.S. PERSON WITH RESPECT TO CERTAIN FOREIGN PARTNERSHIPS" AS A CATEGORY 1 FILER ON BEHALF OF ITS PARTNERS UNDER THE CONSTRUCTIVE OWNERS FILING EXCEPTION PURSUANT TO TREASURY REGULATION SECTION 1.6038B-2(A)(2).
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0MARY L DAYTON
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ReturnHeader/BuildTS02016-03-07 17:11:31Z

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