Civic Intelligence

Waterman Foundation Inc

EIN 75-2267289 • Dallas, TX

PO Box 670666Dallas, TX 75367-0666
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2019

Net Margin

4th percentile

-786%

Higher net margin than 4% of similar nonprofits.

<$500k nonprofits • Source year 2019

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2016

Asset Growth

33rd percentile

-15%

Faster asset growth than 33% of similar nonprofits.

<$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

6th percentile

-97%

Faster revenue growth than 6% of similar nonprofits.

<$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$38,066

Down $6,492 (-15%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Down

$38,066

Down $6,492 (-15%) from 2018

Operations
Liabilities / Revenue62nd percentileNet Margin4th percentile

Revenue

Down

$826

Down $24,993 (-97%) from 2018

Expenses

Down

$7,318

Down $2,225 (-23%) from 2018

Net Income

Down

-$6,492

Down $22,768 (-140%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $56,481Liabilities 2011: $02011Assets 2012: $43,422Liabilities 2012: $0Net Assets 2012: $43,4222012Assets 2013: $35,231Liabilities 2013: $1Net Assets 2013: $35,2312013Assets 2014: $27,601Liabilities 2014: $1Net Assets 2014: $27,6012014Assets 2015: $41,890Liabilities 2015: $02015Assets 2016: $33,035Liabilities 2016: $1Net Assets 2016: $33,0352016Assets 2018: $44,558Liabilities 2018: $0Net Assets 2018: $44,5582018Assets 2019: $38,066Liabilities 2019: $0Net Assets 2019: $38,0662019

Highlighted filing

2019

Assets$38,066
Liabilities$0
Net Assets$38,066
Open 2019 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2011: $54Expenses 2011: $10,526Net Income 2011: -$10,4722011Expenses 2012: $15,0842012Revenue 2013: $4,225Expenses 2013: $12,416Net Income 2013: -$8,1912013Revenue 2014: $6,738Expenses 2014: $14,368Net Income 2014: -$7,6302014Revenue 2015: $34,105Expenses 2015: $19,816Net Income 2015: $14,2892015Revenue 2016: $51Expenses 2016: $8,906Net Income 2016: -$8,8552016Revenue 2018: $25,819Expenses 2018: $9,543Net Income 2018: $16,2762018Revenue 2019: $826Expenses 2019: $7,318Net Income 2019: -$6,4922019

Highlighted filing

2019

Revenue$826
Expenses$7,318
Net Income-$6,492
Open 2019 Filing

Filings

Most recent year

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

Open filing
Assets
$38,066
Liabilities
$0
Net assets
$38,066
Revenue
$826
Expenses
$7,318
Net income
-$6,492
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$38.1$0.00$38.1$0.83$7.32$6.49
2018Detailed filing. Detailed filing data is available for this year.$44.6$0.00$44.6$25.8$9.54$16.3
2016Detailed filing. Detailed filing data is available for this year.$33.0$0.00$33.0$0.05$8.91$8.86
2015Summary only. Only limited summary data is available for this year.$41.9$0.00$34.1$19.8$14.3
2014Detailed filing. Detailed filing data is available for this year.$27.6$0.00$27.6$6.74$14.4$7.63
2013Detailed filing. Detailed filing data is available for this year.$35.2$0.00$35.2$4.23$12.4$8.19
2012Detailed filing. Detailed filing data is available for this year.$43.4$0.00$43.4$15.1
2011Summary only. Only limited summary data is available for this year.$56.5$0.00$0.05$10.5$10.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Nov 4, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA C WATERMANPresident-$0--
NEIL S WATERMAN IIISecretary-$0--
BROOKE C STAHLAssistant Secretary-$0--
WHITNEY C SHEPPARDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Waterman Foundation Inc
EIN
75-2267289
Phone
2142133602
Address
PO BOX 670666, DALLAS, TX 75367-0666

Signing Officer

Name
Linda Waterman
Title
President
Phone
2143694603
Signed
2019-11-04
Discuss with paid preparer
No

Preparer

Firm
Barker Viggato Llp
Address
17300 DALLAS PARKWAY SUITE 3035, DALLAS, TX 75248
Preparer
Doug Viggato CPA
Phone
9727891313
Raw XML Appendix319 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/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02142133602
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE MADEIRA FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt08328 GEORGETOWN PIKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MCLEAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd022102
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
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/AppliedToCurrentYearAmt02192
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02192
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03974
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0917
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01086
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08140
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt08130
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt08130
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt016925
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02808
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03974
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0917
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01086
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08140
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02808
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt025055
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt022247
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0193
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0193
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA WATERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02143694603
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WATERMAN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WATE
ReturnHeader/Filer/EIN0752267289
ReturnHeader/Filer/PhoneNum02142133602
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 670666
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0753670666
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D059487DE5BB88B8CA904CEB4ED438E8F7F003E1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.201.191.26
ReturnHeader/FilingSecurityInformation/IPDt02019-11-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:20:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201514349
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARKER VIGGATO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017300 DALLAS PARKWAY SUITE 3035
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075248
ReturnHeader/PreparerPersonGrp/PhoneNum09727891313
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUG VIGGATO CPA
ReturnHeader/ReturnTs02019-12-02T11:06:49-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-05-01
ReturnHeader/TaxPeriodEndDt02019-04-30
ReturnHeader/TaxYr02018

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