Civic Intelligence

Walter R Ferguson Charitable Foundation

990PF • Fiscal year 2017 • EIN 65-6215023

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 07, 2018

Organization Profile
2525 Ponce DE Leon Blvd Ste 750Coral Gables, FL 33134

(786) 220-8586

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

98th percentile

199%

Faster asset growth than 98% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2015 to 2017

Revenue Growth

99th percentile

1040%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$8,516,188

Up $7,564,110 (+794%) from 2015

Net Assets

$8,516,188

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin99th percentile

Revenue

Up

$8,830,528

Up $8,762,578 (+12896%) from 2015

Expenses

Down

$81,064

Down $695,624 (-90%) from 2015

Net Income

Up

$8,749,464

Up $9,458,202 (+1335%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$10M$5.0M$0Assets 2011: $1,254,882Liabilities 2011: $02011Assets 2012: $1,729,519Liabilities 2012: $02012Assets 2013: $1,892,292Liabilities 2013: $02013Assets 2014: $1,660,816Liabilities 2014: $02014Assets 2015: $952,078Liabilities 2015: $02015Assets 2017: $8,516,188Liabilities 2017: $0Net Assets 2017: $8,516,1882017Assets 2018: $8,110,718Liabilities 2018: $0Net Assets 2018: $8,110,7182018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2017

Assets$8,516,188
Liabilities$0
Net Assets$8,516,188
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2011: $58,856Expenses 2011: $25,767Net Income 2011: $33,0892011Revenue 2012: $39,154Expenses 2012: $41,667Net Income 2012: -$2,5132012Revenue 2013: $67,076Expenses 2013: $19,537Net Income 2013: $47,5392013Revenue 2014: $136,609Expenses 2014: $252,812Net Income 2014: -$116,2032014Revenue 2015: $67,950Expenses 2015: $776,688Net Income 2015: -$708,7382015Revenue 2017: $8,830,528Expenses 2017: $81,064Net Income 2017: $8,749,4642017Revenue 2018: $168,908Expenses 2018: $574,378Net Income 2018: -$405,4702018Revenue 2019: $613,063Expenses 2019: $8,723,781Net Income 2019: -$8,110,7182019

Highlighted filing

2017

Revenue$8,830,528
Expenses$81,064
Net Income$8,749,464
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 7, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT R FERGUSONTrustee-$0--
LINDA C KRATERTrustee-$0--
SUSAN F ZERLINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Walter R Ferguson
EIN
65-6215023
Phone
7862208586
Address
2525 PONCE DE LEON BLVD STE 750, CORAL GABLES, FL 33134

Signing Officer

Name
Susan F Zerlin
Title
Trustee
Phone
7862208586
Signed
2018-06-07
Discuss with paid preparer
Yes

Preparer

Firm
Beck Villata & Co Pc
Address
28 W GRAND AVE STE 11, MONTVALE, NJ 07645
Preparer
Frank C Beck
Phone
2013916644
Raw XML Appendix292 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/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt081603
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05458
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05458
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05458
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05458
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt076145
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ESTATE OF WALTER R FERGUSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0515 E LAS OLAS BLVD 4TH FLOOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0FT LAUDERDALE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033301
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt07447935
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt052910
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt052910
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt045
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt045
OtherIncomeSchedule2/OtherIncomeDetail/Desc0IRS ASSESSMENT REVERSAL
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01187745
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01187745
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0IRS ASSESSMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011974
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011974
TaxesSchedule/TaxesDetail/Amt0455
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0455
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN F ZERLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07862208586
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTER R FERGUSON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0656215023
ReturnHeader/Filer/PhoneNum07862208586
ReturnHeader/Filer/USAddress/AddressLine1Txt02525 PONCE DE LEON BLVD STE 750
ReturnHeader/Filer/USAddress/CityNm0CORAL GABLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033134
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EA4667219D3749780AF8A7866FBA15170F22513E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0679AEE731951ABB8C6DC16E3F044C99F2366BB8A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-06-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:00:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222544959
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BECK VILLATA & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt028 W GRAND AVE STE 11
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTVALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007645
ReturnHeader/PreparerPersonGrp/PhoneNum02013916644
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK C BECK
ReturnHeader/ReturnTs02018-06-11T16:00:15-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$8,516,188
Liabilities
$0
Net assets
$8,516,188
Revenue
$8,830,528
Expenses
$81,064
Net income
$8,749,464
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.61$8.72$8.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.11$0.00$8.11$0.17$0.57$0.41
2017Detailed filing. Detailed filing data is available for this year.$8.52$0.00$8.52$8.83$0.08$8.75
2015Summary only. Only limited summary data is available for this year.$0.95$0.00$0.07$0.78$0.71
2014Summary only. Only limited summary data is available for this year.$1.66$0.00$0.14$0.25$0.12
2013Summary only. Only limited summary data is available for this year.$1.89$0.00$0.07$0.02$0.05
2012Summary only. Only limited summary data is available for this year.$1.73$0.00$0.04$0.04$0.00
2011Summary only. Only limited summary data is available for this year.$1.25$0.00$0.06$0.03$0.03