Civic Intelligence

The Bagwell Foundation

990PF • Fiscal year 2017 • EIN 73-1371605

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization Profile
3189 Espanola DriveSarasota, FL 34239

(918) 740-3466

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

5th percentile

-158%

Higher net margin than 5% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

35th percentile

-4.8%

Faster asset growth than 35% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

50th percentile

0.9%

Faster revenue growth than 50% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$257,526

Down $12,917 (-4.8%) from 2016

Net Assets

Down

$257,526

Down $12,917 (-4.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin5th percentile

Revenue

Up

$8,197

Up $70 (+0.9%) from 2016

Expenses

Up

$21,114

Up $349 (+1.7%) from 2016

Net Income

Down

-$12,917

Down $279 (-2.2%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$400K$300K$200K$100K$0Assets 2011: $321,601Liabilities 2011: $3,0002011Assets 2012: $307,078Liabilities 2012: $0Net Assets 2012: $307,0782012Assets 2013: $305,337Liabilities 2013: $0Net Assets 2013: $305,3372013Assets 2014: $291,166Liabilities 2014: $0Net Assets 2014: $291,1662014Assets 2015: $283,081Liabilities 2015: $0Net Assets 2015: $283,0812015Assets 2016: $270,443Liabilities 2016: $0Net Assets 2016: $270,4432016Assets 2017: $257,526Liabilities 2017: $0Net Assets 2017: $257,5262017Assets 2018: $271,823Liabilities 2018: $0Net Assets 2018: $271,8232018Assets 2019: $281,320Liabilities 2019: $0Net Assets 2019: $281,3202019Assets 2020: $264,683Liabilities 2020: $0Net Assets 2020: $264,6832020Assets 2021: $246,105Liabilities 2021: $0Net Assets 2021: $246,1052021

Highlighted filing

2017

Assets$257,526
Liabilities$0
Net Assets$257,526
Open 2017 Filing

Operations Trend

Revenue Growth50th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $7,727Expenses 2011: $9,465Net Income 2011: -$1,7382011Expenses 2012: $19,6582012Revenue 2013: $17,670Expenses 2013: $19,411Net Income 2013: -$1,7412013Revenue 2014: $8,029Expenses 2014: $22,200Net Income 2014: -$14,1712014Revenue 2015: $12,835Expenses 2015: $20,920Net Income 2015: -$8,0852015Revenue 2016: $8,127Expenses 2016: $20,765Net Income 2016: -$12,6382016Revenue 2017: $8,197Expenses 2017: $21,114Net Income 2017: -$12,9172017Revenue 2018: $37,106Expenses 2018: $22,809Net Income 2018: $14,2972018Revenue 2019: $40,054Expenses 2019: $30,557Net Income 2019: $9,4972019Revenue 2020: $8,245Expenses 2020: $24,882Net Income 2020: -$16,6372020Revenue 2021: $7,651Expenses 2021: $26,229Net Income 2021: -$18,5782021

Highlighted filing

2017

Revenue$8,197
Expenses$21,114
Net Income-$12,917
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE A WATKINSCo-Chairman-$0--
BARBEE VICKBURGTrustee-$0--
RICHARD S BAGWELLTrustee-$0--
SUSAN B WATKINSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Bagwell Foundation
EIN
73-1371605
Phone
9187403466
Address
3189 ESPANOLA DRIVE, SARASOTA, FL 34239

Signing Officer

Name
George a Watkins
Title
Chairman
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Elliott Dozier & Helland PC
Address
5800 E Skelly Drive Suite 900, Tulsa, OK 74135
Preparer
Rebecca Dozier
Phone
9186272286
Raw XML Appendix358 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/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/AddressLine1Txt03189 ESPANOLA DRIVE
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0GEORGE WATKINS
IRS990PF/StatementsRegardingActyGrp/PhoneNum09187403466
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt46500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt53000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ANNUAL SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5HELP CURRICULUM BASED PROGRAMS, ACTIVITIES & MATERIALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF THE OZARKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11ST BAPTIST CHURCH OF DEWEY OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0HERE I AM MINISTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1FIRST UNITED METHODIST CHURCH OF BV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2SHEKINAH WORSHIP CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3MEMORIAL SCHOOL PTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4MARIE SELBY BOTANICAL GARDENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0415 NORTH COLLEGE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1808 MEADOWBROOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2500 SOUTH JOHNSTONE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3300 EAST 10TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt442640 10TH ST W
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5107 ELIOT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6811 S PALM AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CLARKSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LONGVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BARTLESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3DEWEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LANCASTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NATICK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SARASOTA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd072830
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd274003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd374029
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd493534
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd501760
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd634236
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021000
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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/AppliedToCurrentYearAmt01358
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt019647
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020859
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021005
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt019501
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt019647
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt044
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt046
TaxesSchedule/TaxesDetail/Amt068
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt03
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt065
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE A WATKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BAGWELL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BAGW
ReturnHeader/Filer/EIN0731371605
ReturnHeader/Filer/PhoneNum09187403466
ReturnHeader/Filer/USAddress/AddressLine1Txt03189 ESPANOLA DRIVE
ReturnHeader/Filer/USAddress/CityNm0SARASOTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034239
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261109909
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Elliott Dozier & Helland PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05800 E Skelly Drive Suite 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tulsa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074135
ReturnHeader/PreparerPersonGrp/PhoneNum09186272286
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REBECCA DOZIER
ReturnHeader/ReturnTs02018-11-14T11:55:15-08:00
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
$257,526
Liabilities
$0
Net assets
$257,526
Revenue
$8,197
Expenses
$21,114
Net income
-$12,917
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.08$0.26$0.19
2020Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.08$0.25$0.17
2019Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.40$0.31$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.37$0.23$0.14
2017Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.08$0.21$0.13
2016Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.08$0.21$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.13$0.21$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.08$0.22$0.14
2013Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.18$0.19$0.02
2012Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.20
2011Summary only. Only limited summary data is available for this year.$3.22$0.03$0.08$0.09$0.02