Civic Intelligence

Roger & Sybil Ferguson Charitable Foundation

990PF • Fiscal year 2016 • EIN 82-0423853

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

Organization Profile
PO Box 519Rexburg, ID 83440

(208) 356-3716

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

5th percentile

-150%

Higher net margin than 5% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

46th percentile

$12,000

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 15.2% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

99th percentile

282%

Faster asset growth than 99% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

97th percentile

300%

Faster revenue growth than 97% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,230,589

Up $908,445 (+282%) from 2015

Net Assets

Up

$1,230,589

Up $908,445 (+282%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin5th percentile

Revenue

Up

$78,747

Up $59,063 (+300%) from 2015

Expenses

Up

$196,684

Up $138,962 (+241%) from 2015

Net Income

Down

-$117,937

Down $79,899 (-210%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$15M$10M$5.0M$0Assets 2010: $397,254Liabilities 2010: $0Net Assets 2010: $397,2542010Assets 2011: $389,836Liabilities 2011: $0Net Assets 2011: $389,8362011Assets 2012: $359,806Liabilities 2012: $12012Assets 2013: $334,753Liabilities 2013: $0Net Assets 2013: $334,7532013Assets 2014: $360,182Liabilities 2014: $0Net Assets 2014: $360,1822014Assets 2015: $322,144Liabilities 2015: $0Net Assets 2015: $322,1442015Assets 2016: $1,230,589Liabilities 2016: $0Net Assets 2016: $1,230,5892016Assets 2017: $1,218,255Liabilities 2017: $1Net Assets 2017: $1,218,2542017Assets 2018: $9,731,654Liabilities 2018: $0Net Assets 2018: $9,731,6542018Assets 2019: $9,543,024Liabilities 2019: $0Net Assets 2019: $9,543,0242019Assets 2020: $8,696,526Liabilities 2020: $0Net Assets 2020: $8,696,5262020Assets 2021: $8,608,679Liabilities 2021: $59,9072021Assets 2022: $9,854,900Liabilities 2022: $25,000Net Assets 2022: $9,829,9002022Assets 2023: $10,664,935Liabilities 2023: $12023Assets 2024: $11,582,065Liabilities 2024: $8,497Net Assets 2024: $11,573,5682024

Highlighted filing

2016

Assets$1,230,589
Liabilities$0
Net Assets$1,230,589
Open 2016 Filing

Operations Trend

Revenue Growth97th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $49,2382010Expenses 2011: $44,5572011Revenue 2012: $28,786Expenses 2012: $58,816Net Income 2012: -$30,0302012Revenue 2013: $33,306Expenses 2013: $58,359Net Income 2013: -$25,0532013Revenue 2014: $76,112Expenses 2014: $50,683Net Income 2014: $25,4292014Revenue 2015: $19,684Expenses 2015: $57,722Net Income 2015: -$38,0382015Revenue 2016: $78,747Expenses 2016: $196,684Net Income 2016: -$117,9372016Revenue 2017: $28,853Expenses 2017: $214,051Net Income 2017: -$185,1982017Revenue 2018: $1,238,521Expenses 2018: $197,859Net Income 2018: $1,040,6622018Revenue 2019: $75,139Expenses 2019: $186,549Net Income 2019: -$111,4102019Revenue 2020: $1,082,419Expenses 2020: $665,091Net Income 2020: $417,3282020Revenue 2021: $723,885Expenses 2021: $674,095Net Income 2021: $49,7902021Revenue 2022: $2,457,601Expenses 2022: $1,176,473Net Income 2022: $1,281,1282022Revenue 2023: $2,080,842Expenses 2023: $1,069,807Net Income 2023: $1,011,0352023Revenue 2024: $1,835,276Expenses 2024: $926,643Net Income 2024: $908,6332024

Highlighted filing

2016

Revenue$78,747
Expenses$196,684
Net Income-$117,937
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WADE FERGUSONTrustee-$12,000-$12,000
LOIS WEBBTrustee-$12,000-$12,000
RISSA KOENIGTrustee-$12,000-$12,000
Filing and Contact Details

Filer

Filer Name
Roger & Sybil Ferguson Charitable Found
EIN
82-0423853
Phone
2083563716
Address
PO BOX 519, REXBURG, ID 83440

Signing Officer

Name
Sybil Ferguson
Title
Trustee
Signed
2017-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Searle Hart & Associates Pllc
Address
PO BOX 519, REXBURG, ID 83440-0519
Preparer
Steven J Hart CPA
Phone
2083563716
Raw XML Appendix332 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt05192
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0380458
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0393632
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0336842
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ALTERNATIVE INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0337045
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt07164
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt046065
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/RelatedOrExemptFunctionIncmAmt0-99785
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt07164
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-53720
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-46556
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05192
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt09676
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt046065
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt036000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt024622
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt024622
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt07164
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt07164
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt07164
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-117937
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0288024
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt046065
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt053229
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt02512
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0130673
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt025518
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0197
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt09676
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt024622
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0196684
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt053229
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt078747
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0172062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0138124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1103835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt043553
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12512
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt043553
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12512
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0181677
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1106347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0L/T VARIOUS STOCKS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1S/T VARIOUS STOCKS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt046065
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt02512
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-117937
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01026382
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01230589
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0322144
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01230589
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0532
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0532
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0532
IRS990PF/DistributableAmountGrp/TotalTaxAmt0532
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0532
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0532
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0532
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0538
IRS990PF/FMVAssetsEOYAmt08003677
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt029991
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt02024
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt029991
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt0322144
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt01230589
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt019960
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt086664
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0175314
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0380458
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0393632
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt07269252
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt03748
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0121421
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0336842
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0337045
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03425
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0396634
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0322144
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01230589
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08003677
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0322144
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01230589
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0322144
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01230589
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt012000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt112000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt212000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WADE FERGUSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LOIS WEBB
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RISSA KOENIG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02248 NORTH HALL CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15499 TRUSCOTT DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2265 WATERFORD CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MESA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1IDAHO FALLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PROVO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1ID
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd085203
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd183404
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd284604
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0532
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt048611
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt041377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt048576
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt051022
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt034597
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.108947
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.12314
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.10271
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.11978
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.12395
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.07516
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0532
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0394754
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0402866
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0405543
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0411642
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0460324
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt024622
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.544736
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt024090
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt024622
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0532
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt024622
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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/AddressLine1Txt090 S 1ST WEST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0REXBURG
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0ID
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd083440
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0STEVEN J HART CPA
IRS990PF/StatementsRegardingActyGrp/PhoneNum02083563716
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03699
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22830
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45093
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MONTHLY OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1990
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2990
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3990
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4990
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0MADISON COUNTY SR CITIZENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1ARIZONA STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2OUR LADY OF MOUNT CARMEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3LDS CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4UTAH VALLEY UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0SENIOR CITIZENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt036 S 2ND W
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11151 S FOREST AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22121 S RURAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt350 S TEMPLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4800 WEST UNIVERSITY PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0REXBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TEMPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2TEMPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4OREM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd083440
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd185281
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd285282
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd384101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd484058
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt024622
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09124
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt042138
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt048909
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt051310
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012227
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012227
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0176103
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt024622
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09124
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt042138
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt048909
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt051310
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024622
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt024622
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0188330
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0163708
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05370
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1125303
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Rental Income - Noninvestment Property
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt025518
TaxesSchedule/TaxesDetail/Amt0197
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SYBIL FERGUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROGER & SYBIL FERGUSON CHARITABLE FOUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO WADE FERGUSON TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0ROGE
ReturnHeader/Filer/EIN0820423853
ReturnHeader/Filer/PhoneNum02083563716
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 519
ReturnHeader/Filer/USAddress/CityNm0REXBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ID
ReturnHeader/Filer/USAddress/ZIPCd083440
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SEARLE HART & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 519
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0REXBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ID
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0834400519
ReturnHeader/PreparerPersonGrp/PhoneNum02083563716
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven J Hart CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-13T08:18:03-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,230,589
Liabilities
$0
Net assets
$1,230,589
Revenue
$78,747
Expenses
$196,684
Net income
-$117,937
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.6$0.01$11.6$1.84$0.93$0.91
2023Summary only. Only limited summary data is available for this year.$10.7$0.00$2.08$1.07$1.01
2022Detailed filing. Detailed filing data is available for this year.$9.85$0.03$9.83$2.46$1.18$1.28
2021Summary only. Only limited summary data is available for this year.$8.61$0.06$0.72$0.67$0.05
2020Detailed filing. Detailed filing data is available for this year.$8.70$0.00$8.70$1.08$0.67$0.42
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.54$0.00$9.54$0.08$0.19$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.73$0.00$9.73$1.24$0.20$1.04
2017Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.03$0.21$0.19
2016Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.08$0.20$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.02$0.06$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.08$0.05$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.03$0.06$0.03
2012Summary only. Only limited summary data is available for this year.$0.36$0.00$0.03$0.06$0.03
2011Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.04
2010Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.05