Civic Intelligence

The Waterman Foundation Inc

990PF • Fiscal year 2018 • EIN 75-2267289

May 01, 2017 to Apr 30, 2018 • Filed on Nov 08, 2018

Organization Profile
PO Box 670666Dallas, TX 75367-0666

(214) 213-3602

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

94th percentile

63%

Higher net margin than 94% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

99th percentile

2150%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$44,558

Up $11,523 (+35%) from 2016

Net Assets

Up

$44,558

Up $11,523 (+35%) from 2016

Liabilities

Down

$0

Down $1 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin94th percentile

Revenue

Up

$25,819

Up $25,768 (+50525%) from 2016

Expenses

Up

$9,543

Up $637 (+7.2%) from 2016

Net Income

Up

$16,276

Up $25,131 (+284%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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: $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

2018

Assets$44,558
Liabilities$0
Net Assets$44,558
Open 2018 Filing

Operations Trend

Revenue Growth99th 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

2018

Revenue$25,819
Expenses$9,543
Net Income$16,276
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Nov 8, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th 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
2018-11-08
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 Appendix333 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/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/TotalGrantOrContriPdDurYrAmt06000
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/AppliedToCurrentYearAmt02026
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02026
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0917
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01086
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08140
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08130
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06524
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06524
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt022247
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03974
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0917
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01086
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08140
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08130
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03974
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt028771
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt024797
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0LINDA C WATERMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 670666
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DALLAS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd075367
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt025000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0LINDA C WATERMAN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO BOX 670666
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0DALLAS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0TX
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd075367
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA WATERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02143694603
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-08
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/AtSubmissionCreationDeviceId09D77D5089F6CFDFA10E33FA204CA8B8BB51CC565
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D6D028B83EC7BAE48696A0FE418AC7215527A94E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.201.191.26
ReturnHeader/FilingSecurityInformation/IPDt02018-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:09:57
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/ReturnTs02018-11-26T16:26:58-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-05-01
ReturnHeader/TaxPeriodEndDt02018-04-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,558
Liabilities
$0
Net assets
$44,558
Revenue
$25,819
Expenses
$9,543
Net income
$16,276
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