Civic Intelligence

Walter N & Alberta H Drake Foundation C/O Wells Fargo Bank Na

990PF • Fiscal year 2019 • EIN 46-5467431

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 15, 2020

Organization Profile
6325 S Rainbow Blvd 3rd FLLas Vegas, NV 89118

(336) 747-8667

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

49th percentile

2.6%

Higher net margin than 49% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

37th percentile

$52,450

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 16.2% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

39th percentile

0.1%

Faster asset growth than 39% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

89th percentile

59%

Faster revenue growth than 89% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$5,642,205

Up $8,317 (+0.1%) from 2018

Net Assets

Up

$5,642,205

Up $8,317 (+0.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin49th percentile

Revenue

Up

$324,500

Up $120,967 (+59%) from 2018

Expenses

Up

$316,183

Up $3,702 (+1.2%) from 2018

Net Income

Up

$8,317

Up $117,265 (+108%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2013: $1Liabilities 2013: $02013Assets 2014: $6,360,094Liabilities 2014: $02014Assets 2015: $6,096,479Liabilities 2015: $0Net Assets 2015: $6,096,4792015Assets 2017: $5,742,836Liabilities 2017: $0Net Assets 2017: $5,742,8362017Assets 2018: $5,633,888Liabilities 2018: $0Net Assets 2018: $5,633,8882018Assets 2019: $5,642,205Liabilities 2019: $0Net Assets 2019: $5,642,2052019Assets 2020: $5,515,215Liabilities 2020: $0Net Assets 2020: $5,515,2152020Assets 2021: $5,639,063Liabilities 2021: $0Net Assets 2021: $5,639,0632021Assets 2022: $5,478,529Liabilities 2022: $0Net Assets 2022: $5,478,5292022Assets 2023: $5,239,559Liabilities 2023: $0Net Assets 2023: $5,239,5592023Assets 2024: $5,195,377Liabilities 2024: $0Net Assets 2024: $5,195,3772024

Highlighted filing

2019

Assets$5,642,205
Liabilities$0
Net Assets$5,642,205
Open 2019 Filing

Operations Trend

Revenue Growth89th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $1Expenses 2013: $0Net Income 2013: $12013Revenue 2014: $6,519,816Expenses 2014: $159,722Net Income 2014: $6,360,0942014Revenue 2015: $100,819Expenses 2015: $364,434Net Income 2015: -$263,6152015Revenue 2017: $194,658Expenses 2017: $580,839Net Income 2017: -$386,1812017Revenue 2018: $203,533Expenses 2018: $312,481Net Income 2018: -$108,9482018Revenue 2019: $324,500Expenses 2019: $316,183Net Income 2019: $8,3172019Revenue 2020: $188,810Expenses 2020: $315,800Net Income 2020: -$126,9902020Revenue 2021: $443,472Expenses 2021: $319,624Net Income 2021: $123,8482021Revenue 2022: $263,721Expenses 2022: $424,255Net Income 2022: -$160,5342022Revenue 2023: $127,131Expenses 2023: $366,101Net Income 2023: -$238,9702023Revenue 2024: $328,720Expenses 2024: $372,902Net Income 2024: -$44,1822024

Highlighted filing

2019

Revenue$324,500
Expenses$316,183
Net Income$8,317
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 15, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$52,450-$52,450
JOHN WISEMANTrustee-$0--
NANCY WISEMANAdvisory COM-$0--
Filing and Contact Details

Filer

Filer Name
Walter N & Alberta H Drake
EIN
46-5467431
Phone
3367478667
Address
6325 S RAINBOW BLVD 3RD FL, LAS VEGAS, NV 89118

Signing Officer

Name
Wells Fargo Bank Na
Title
Trustee
Phone
5128954381
Signed
2020-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Erickson Brown & Kloster Pc
Address
4565 HILTON PKWY STE 101, COLORADO SPRINGS, CO 80907-3540
Preparer
Katherine Schaffer CPA
Phone
7195310445
Raw XML Appendix323 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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CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0PART VIII: INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERS, HIGHLY PAID EMPLOYEES, AND CONTRACTORS. THE CORPORATE TRUSTEES COMPENSATION REPORTED IN COLUMN (C) IS CALCULATED BASED ON PERIODIC MARKET VALUES AND/ORTHE APPLICABLE FEE AGREEMENT. IT IS NOT DETERMINED ON AN HOURLY BASIS AND THE REFERENCE TO ONE HOUR PER WEEK IS AN ESTIMATE ONLY. CORPORATETRUSTEE SERVICES INCLUDE, BUT ARE NOT LIMITED TO, ADMINISTRATIVE SERVICES SUCH AS FIDUCIARY ACCOUNTING, CUSTODY OF ASSETS, COMPLYING WITH TAX FILING REQUIREMENTS, COMPLYING WITH DISTRIBUTIONPROVISIONS, AND COMPLYING WITH FEDERAL AND STATE LAWS APPLICABLE TO PRIVATE FOUNDATIONS, PLUS ASSET MANAGEMENT SERVICES SUCH AS CREATING ASSET ALLOCATION STRATEGIES, INVESTMENTS REPORTING AND REALLOCATINGAND REBALANCING OF PORTFOLIOS AS NECESSARY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROVIDE ASSISTANCE TO SENIORS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2HELP THE POOR IN JESUS' NAME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3OUTDOOR RECREATIONAL THERAPY FOR INJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4COMPASSIONATE CARE AND SERVICE TO CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FREEMAN HEALTH SYSTEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PROJECT HELPING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2WATERED GARDENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3PETERSON OUTDOORS MINISTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4MERCY HEALTH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01102 WEST 32ND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt18811 E HAMPDEN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2531 KENTUCKY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt326756 S 2440 RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt414528 S OUTER 40
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 214
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1STE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0JOPLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2JOPLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SHELDON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CHESTERFIELD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd064804
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd180231
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd264801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd364784
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd463017
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0250000
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/AppliedToCurrentYearAmt0211411
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt063069
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0316736
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0274480
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0105325
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt063069
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0601761
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt11333972
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt22759091
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt3511534
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt4370014
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CORPORATE OBLIGATIONS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1MUTUAL FUNDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2EQUITIES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3COMPLEMENTARY STRATEGIES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4REAL ASSETS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0755180
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11454999
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt22400837
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt3414572
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt4314075
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0770663
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt11472073
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt23365643
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt3415826
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt4333483
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2UNITED STATES TREASURY
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03625
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12770
TaxesSchedule/TaxesDetail/Amt03838
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WELLS FARGO BANK NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05128954381
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTER N & ALBERTA H DRAKE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION C/O WELLS FARGO BANK NA
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0465467431
ReturnHeader/Filer/PhoneNum03367478667
ReturnHeader/Filer/USAddress/AddressLine1Txt06325 S RAINBOW BLVD 3RD FL
ReturnHeader/Filer/USAddress/CityNm0LAS VEGAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NV
ReturnHeader/Filer/USAddress/ZIPCd089118
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0813B35980B40FD6A8D7A36C33BEADD8FF08D6E4B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DE3133961F59D3C2E2011B61CDD89182EBD06C16
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02020-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:25:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0840957308
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERICKSON BROWN & KLOSTER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04565 HILTON PKWY STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLORADO SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0809073540
ReturnHeader/PreparerPersonGrp/PhoneNum07195310445
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHERINE SCHAFFER CPA
ReturnHeader/ReturnTs02020-11-11T15:25:49-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,642,205
Liabilities
$0
Net assets
$5,642,205
Revenue
$324,500
Expenses
$316,183
Net income
$8,317
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.33$0.37$0.04
2023Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.13$0.37$0.24
2022Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.26$0.42$0.16
2021Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.44$0.32$0.12
2020Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.19$0.32$0.13
2019Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.32$0.32$0.01
2018Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.20$0.31$0.11
2017Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.19$0.58$0.39
2015Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.10$0.36$0.26
2014Summary only. Only limited summary data is available for this year.$6.36$0.00$6.52$0.16$6.36
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00