Civic Intelligence

Folwell Foundation

990PF • Fiscal year 2015 • EIN 42-1521938

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 28, 2016

1900 East 54th StreetDavenport, IA 52807

(563) 326-4491

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

16th percentile

-26%

Higher net margin than 16% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

61st percentile

$10,984

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 26.5% of source-year revenue.

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

41st percentile

-1.4%

Faster asset growth than 41% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

8th percentile

-50%

Faster revenue growth than 8% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Flat

$754,160

Flat from 2015

Net Assets

$754,160

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue

Flat

$41,487

Flat from 2015

Expenses

Flat

$52,403

Flat from 2015

Net Income

Flat

-$10,916

Flat from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $187,734Liabilities 2011: $02011Assets 2012: $147,176Liabilities 2012: $02012Assets 2013: $727,441Liabilities 2013: $12013Assets 2014: $765,076Liabilities 2014: $0Net Assets 2014: $765,0762014Assets 2015: $754,160Liabilities 2015: $0Net Assets 2015: $754,1602015Assets 2015: $754,160Liabilities 2015: $12015Assets 2016: $704,672Liabilities 2016: $0Net Assets 2016: $704,6722016Assets 2017: $673,098Liabilities 2017: $0Net Assets 2017: $673,0982017Assets 2018: $679,824Liabilities 2018: $0Net Assets 2018: $679,8242018Assets 2019: $697,410Liabilities 2019: $0Net Assets 2019: $697,4102019Assets 2020: $781,698Liabilities 2020: $0Net Assets 2020: $781,6982020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2015

Assets$754,160
Liabilities$0
Net Assets$754,160

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $6,517Expenses 2011: $31,404Net Income 2011: -$24,8872011Revenue 2012: -$9,513Expenses 2012: $31,145Net Income 2012: -$40,6582012Revenue 2013: $612,929Expenses 2013: $32,664Net Income 2013: $580,2652013Revenue 2014: $82,241Expenses 2014: $44,606Net Income 2014: $37,6352014Revenue 2015: $41,487Expenses 2015: $52,403Net Income 2015: -$10,9162015Revenue 2015: $41,487Expenses 2015: $52,403Net Income 2015: -$10,9162015Revenue 2016: $21,709Expenses 2016: $71,197Net Income 2016: -$49,4882016Revenue 2017: $30,119Expenses 2017: $61,693Net Income 2017: -$31,5742017Revenue 2018: $48,909Expenses 2018: $42,183Net Income 2018: $6,7262018Revenue 2019: $62,740Expenses 2019: $53,147Net Income 2019: $9,5932019Revenue 2020: $138,705Expenses 2020: $54,417Net Income 2020: $84,2882020Revenue 2021: $71,992Expenses 2021: $853,690Net Income 2021: -$781,6982021

Highlighted filing

2015

Revenue$41,487
Expenses$52,403
Net Income-$10,916
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 28, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HENRY G NEUMANTrustee-$10,984-$10,984
Filing and Contact Details

Filer

Filer Name
Folwell Foundation
EIN
42-1521938
Phone
5633264491
Address
1900 EAST 54TH STREET, DAVENPORT, IA 52807

Signing Officer

Name
Henry G Neuman
Title
Trustee
Signed
2016-03-28
Discuss with paid preparer
Yes

Preparer

Firm
Huckfeldt & Smith PLC
Address
2435 Kimberly Road Suite 290N, Bettendorf, IA 52722-3533
Preparer
Randy L Linn
Phone
5633555330
Raw XML Appendix351 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0100 MEDTRONIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc115 BLACKROCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2102 APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3130 COLUMBIA ACORN FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4133 COLUMBIA ACORN FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5134 COLUMBIA ACORN FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6134 COLUMBIA ACORN FUND
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc928 NOW INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1012 NOW INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1150 TARGET CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12946 VANGUARD SHORT TERM TAX EXEMPT ADMIRAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13Capital Gain Dividends
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt010984
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HENRY G NEUMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01900 EAST 54TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DAVENPORT
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0191
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt025000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt014902
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt015000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt015000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt09985
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051571
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.02924
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05855
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.06708
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.06055
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04244
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0191
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0855093
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0254525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0223611
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0247733
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0235271
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt030000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.257855
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt029809
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt030000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0191
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt030000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01900 EAST 54TH STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DAVENPORT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0528072708
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0HENRY G NEUMAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum05633264491
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt030000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOLWELL CHAIR FOR TEACHING, MENTORING & SPECIAL PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ST AMBROSE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0518 WEST LOCUST STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DAVENPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd052803
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030000
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt021827
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt051827
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt030000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt021827
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt030000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt051827
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt021827
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08046
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08046
TaxesSchedule/TaxesDetail/Amt02511
TaxesSchedule/TaxesDetail/Amt187
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02511
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt187
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HENRY G NEUMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOLWELL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FOLW
ReturnHeader/Filer/EIN0421521938
ReturnHeader/Filer/PhoneNum05633264491
ReturnHeader/Filer/USAddress/AddressLine1Txt01900 EAST 54TH STREET
ReturnHeader/Filer/USAddress/CityNm0DAVENPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052807
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Huckfeldt & Smith PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02435 Kimberly Road Suite 290N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bettendorf
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0527223533
ReturnHeader/PreparerPersonGrp/PhoneNum05633555330
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Randy L Linn
ReturnHeader/ReturnTs02016-04-07T15:19:28-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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