Civic Intelligence

Marion G & Barbara W Nelson Private Foundation

990PF • Fiscal year 2017 • EIN 59-6930956

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 12, 2018

Organization Profile
2225 Greenside DriveSpringfield, IL 62704

(217) 717-1409

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

80th percentile

28%

Higher net margin than 80% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

25th percentile

$56,000

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

40th percentile

1.8%

Faster asset growth than 40% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

16th percentile

-11%

Faster revenue growth than 16% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$14,226,407

Up $248,397 (+1.8%) from 2016

Net Assets

Up

$14,226,407

Up $248,397 (+1.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin80th percentile

Revenue

Down

$881,985

Down $107,722 (-11%) from 2016

Expenses

Up

$633,588

Up $413,738 (+188%) from 2016

Net Income

Down

$248,397

Down $521,460 (-68%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$30M$20M$10M$0Assets 2011: $847,612Liabilities 2011: $02011Assets 2012: $4,189,686Liabilities 2012: $02012Assets 2013: $16,718,502Liabilities 2013: $0Net Assets 2013: $16,718,5022013Assets 2014: $26,572,315Liabilities 2014: $0Net Assets 2014: $26,572,3152014Assets 2015: $13,151,870Liabilities 2015: $02015Assets 2016: $13,978,010Liabilities 2016: $0Net Assets 2016: $13,978,0102016Assets 2017: $14,226,407Liabilities 2017: $0Net Assets 2017: $14,226,4072017Assets 2018: $14,752,434Liabilities 2018: $0Net Assets 2018: $14,752,4342018Assets 2019: $14,585,850Liabilities 2019: $0Net Assets 2019: $14,585,8502019Assets 2020: $15,176,063Liabilities 2020: $0Net Assets 2020: $15,176,0632020Assets 2021: $13,894,415Liabilities 2021: $0Net Assets 2021: $13,894,4152021Assets 2022: $14,570,633Liabilities 2022: $0Net Assets 2022: $14,570,6332022Assets 2023: $15,197,807Liabilities 2023: $0Net Assets 2023: $15,197,8072023Assets 2024: $15,395,925Liabilities 2024: $0Net Assets 2024: $15,395,9252024

Highlighted filing

2017

Assets$14,226,407
Liabilities$0
Net Assets$14,226,407
Open 2017 Filing

Operations Trend

Revenue Growth16th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $20,544Expenses 2011: $55,089Net Income 2011: -$34,5452011Revenue 2012: $5,477,819Expenses 2012: $58,745Net Income 2012: $5,419,0742012Expenses 2013: $805,4342013Revenue 2014: $10,856,533Expenses 2014: $1,002,720Net Income 2014: $9,853,8132014Revenue 2015: $1,518,986Expenses 2015: $3,723,831Net Income 2015: -$2,204,8452015Revenue 2016: $989,707Expenses 2016: $219,850Net Income 2016: $769,8572016Revenue 2017: $881,985Expenses 2017: $633,588Net Income 2017: $248,3972017Revenue 2018: $857,186Expenses 2018: $331,159Net Income 2018: $526,0272018Revenue 2019: $462,528Expenses 2019: $629,112Net Income 2019: -$166,5842019Revenue 2020: $947,545Expenses 2020: $357,332Net Income 2020: $590,2132020Revenue 2021: $2,729,851Expenses 2021: $3,733,839Net Income 2021: -$1,003,9882021Revenue 2022: $1,205,176Expenses 2022: $528,958Net Income 2022: $676,2182022Revenue 2023: $853,241Expenses 2023: $226,067Net Income 2023: $627,1742023Revenue 2024: $668,632Expenses 2024: $470,514Net Income 2024: $198,1182024

Highlighted filing

2017

Revenue$881,985
Expenses$633,588
Net Income$248,397
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 12, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARION G NELSON JRTrusteePT$56,000-$56,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBAY EDUCATION FOUNDATION INCCHARITABLE PURPOSES501 C 3PANAMA CITY, FL, US$400,000
Paid GrantUNIVERSITY OF FLORIDA ENDOWMENT FUNDCHARITABLE PURPOSES501 C 3GAINESVILLE, FL, US$50,000
Paid GrantUNIVERSITY OF FLORIDA FOUNDATIONCHARITABLE PURPOSES501 C 3GAINESVILLE, FL, US$16,118
Filing and Contact Details

Filer

Filer Name
Marion G & Barbara W Nelson Foundation
EIN
59-6930956
Phone
2177171409
Address
2225 GREENSIDE DRIVE, SPRINGFIELD, IL 62704

Signing Officer

Name
Mg Nelson Jr
Title
Trustee
Phone
2174949593
Signed
2018-06-12
Discuss with paid preparer
Yes

Preparer

Firm
Kerber Eck & Braeckel Llp
Address
3200 ROBBINS RD STE 200A, SPRINGFIELD, IL 62704
Preparer
Donald J Wright
Phone
2177890960
Raw XML Appendix341 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARION G NELSON JR
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER INDICATING NEEDS, PLANNED USES AND EXEMPT STATUS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MARION G NELSON JR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02177171409
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt02225 GREENSIDE DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SPRINGFIELD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd062704
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0CHARITABLE ORGANIZATION EXEMPT UNDER IRC SECTION 501(C)(3)
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt016118
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2400000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF FLORIDA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF FLORIDA ENDOWMENT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BAY EDUCATION FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501 C 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501 C 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501 C 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01938 W UNIVERSITY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11938 W UNIVERSITY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21311 BALBOA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GAINESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GAINESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PANAMA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd032603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd132603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd262401
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0466118
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0466118
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0748181
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0282063
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0350034
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0282063
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt067971
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt067971
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0466118
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt067971
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0350034
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CHECK ORDER
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt051
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt051
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt015289
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt176866
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SUNTRUST MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TERRILL & CO INVESTMENT ADVISORY FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt015289
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt176866
TaxesSchedule/TaxesDetail/Amt016938
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt016938
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MG NELSON JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02174949593
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARION G & BARBARA W NELSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0596930956
ReturnHeader/Filer/PhoneNum02177171409
ReturnHeader/Filer/USAddress/AddressLine1Txt02225 GREENSIDE DRIVE
ReturnHeader/Filer/USAddress/CityNm0SPRINGFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062704
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0179AC615BE944BD5B4AD5FA1D8FAAFDA08D0EB50
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId015D4ADADE49C73580992230F27E9D63A9C219437
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.234.166.214
ReturnHeader/FilingSecurityInformation/IPDt02018-06-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:20:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0430352985
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KERBER ECK & BRAECKEL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03200 ROBBINS RD STE 200A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRINGFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062704
ReturnHeader/PreparerPersonGrp/PhoneNum02177890960
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD J WRIGHT
ReturnHeader/ReturnTs02018-06-19T10:34:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,226,407
Liabilities
$0
Net assets
$14,226,407
Revenue
$881,985
Expenses
$633,588
Net income
$248,397
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$0.00$15.4$0.67$0.47$0.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.2$0.00$15.2$0.85$0.23$0.63
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.6$0.00$14.6$1.21$0.53$0.68
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.9$0.00$13.9$2.73$3.73$1.00
2020Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$0.95$0.36$0.59
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.6$0.00$14.6$0.46$0.63$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.8$0.00$14.8$0.86$0.33$0.53
2017Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$0.88$0.63$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$0.00$14.0$0.99$0.22$0.77
2015Summary only. Only limited summary data is available for this year.$13.2$0.00$1.52$3.72$2.20
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.6$0.00$26.6$10.9$1.00$9.85
2013Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$0.81
2012Summary only. Only limited summary data is available for this year.$4.19$0.00$5.48$0.06$5.42
2011Summary only. Only limited summary data is available for this year.$0.85$0.00$0.02$0.06$0.03
Peer Organizations

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