Civic Intelligence

The Waterman Foundation Inc

990PF • Fiscal year 2016 • EIN 75-2267289

May 01, 2015 to Apr 30, 2016 • Filed on Dec 01, 2016

Organization Profile
PO Box 670666Dallas, TX 75367-0666

(214) 369-4603

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

1st percentile

-17363%

Higher net margin than 1% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

18th percentile

-21%

Faster asset growth than 18% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$33,035

Down $8,855 (-21%) from 2015

Net Assets

$33,035

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin1st percentile

Revenue

Down

$51

Down $34,054 (-100%) from 2015

Expenses

Down

$8,906

Down $10,910 (-55%) from 2015

Net Income

Down

-$8,855

Down $23,144 (-162%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$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: $0Net Assets 2016: $33,0352016Assets 2018: $44,558Liabilities 2018: $0Net Assets 2018: $44,5582018Assets 2019: $38,066Liabilities 2019: $0Net Assets 2019: $38,0662019

Highlighted filing

2016

Assets$33,035
Liabilities$0
Net Assets$33,035
Open 2016 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$51
Expenses$8,906
Net Income-$8,855
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
Dec 1, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

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

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE MADEIRA FUNDCHARITABLE501(C)(3)MCLEAN, VA, US$3,000
Filing and Contact Details

Filer

Filer Name
Waterman Foundation Inc
EIN
75-2267289
Phone
2143694603
Address
PO BOX 670666, DALLAS, TX 75367-0666

Signing Officer

Name
Linda Waterman
Title
President
Phone
2143694603
Signed
2016-12-01
Discuss with paid preparer
Yes

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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE MADEIRA FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt08328 GEORGETOWN PIKE
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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/AppliedToCurrentYearAmt01914
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01914
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08130
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06524
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07373
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03226
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03226
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt031253
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01086
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08140
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08130
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06524
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07373
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01086
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt033393
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01041
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0379
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1254
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA WATERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02143694603
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WATERMAN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WATE
ReturnHeader/Filer/EIN0752267289
ReturnHeader/Filer/PhoneNum02143694603
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 670666
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0753670666
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/ReturnTs02016-12-12T11:41:50-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-05-01
ReturnHeader/TaxPeriodEndDt02016-04-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,035
Liabilities
$0
Net assets
$33,035
Revenue
$51
Expenses
$8,906
Net income
-$8,855
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