Civic Intelligence

Roger & Sybil Ferguson Charitable Foundation

990PF • Fiscal year 2017 • EIN 82-0423853

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 25, 2018

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

Higher debt load relative to assets than 25% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

Higher debt load relative to revenue than 25% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

1st percentile

-642%

Higher net margin than 1% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

50th percentile

$24,000

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 83.2% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

34th percentile

-1.0%

Faster asset growth than 34% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-63%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,218,255

Down $12,334 (-1.0%) from 2016

Net Assets

Down

$1,218,254

Down $12,335 (-1.0%) from 2016

Liabilities

Up

$1

Up $1 from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin1st percentile

Revenue

Down

$28,853

Down $49,894 (-63%) from 2016

Expenses

Up

$214,051

Up $17,367 (+8.8%) from 2016

Net Income

Down

-$185,198

Down $67,261 (-57%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2017

Assets$1,218,255
Liabilities$1
Net Assets$1,218,254
Open 2017 Filing

Operations Trend

Revenue Growth3rd 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

2017

Revenue$28,853
Expenses$214,051
Net Income-$185,198
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 25, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WADE FERGUSONTrusteePT$24,000-$24,000
LOIS WEBBTrusteePT$24,000-$24,000
RISSA KOENIGTrusteePT$24,000-$24,000
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
2018-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Searle Hart & Associates Pllc
Address
90 S 1ST WEST, REXBURG, ID 83440
Preparer
Steven J Hart CPA
Phone
2083563716
Raw XML Appendix325 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/RecipientUSAddress/CityNm2SALT LAKE CITY
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0153896
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt024622
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09124
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt042138
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt029103
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt029103
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0176103
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COCONINO COUNTY CHECK PAYMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FREEMONT COUNTY TAX COLLECTOR
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INTERCHANGE HOLDINGS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INVESTMENT FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15588
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2317
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt360000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt411912
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt58
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt625000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Rounding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01
TaxesSchedule/TaxesDetail/Amt0538
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SYBIL FERGUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-25
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/PreparerFirmEIN0820535429
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SEARLE HART & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt090 S 1ST WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0REXBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ID
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd083440
ReturnHeader/PreparerPersonGrp/PhoneNum02083563716
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven J Hart CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-25T08:04:21-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,218,255
Liabilities
$1
Net assets
$1,218,254
Revenue
$28,853
Expenses
$214,051
Net income
-$185,198
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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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