Civic Intelligence

The Erdman Family Foundation

EIN 84-1289828 • Basalt, CO

227 Midland Avenue 24Basalt, CO 81621
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2017

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2017

Net Margin

2nd percentile

-10153%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2017

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-93%

Faster revenue growth than 7% of similar nonprofits.

<$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $293,515 (-100%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Down

$0

Down $293,515 (-100%) from 2016

Operations
Liabilities / Revenue66th percentileNet Margin2nd percentile

Revenue

Down

$3,364

Down $41,921 (-93%) from 2016

Expenses

Up

$344,911

Up $325,494 (+1676%) from 2016

Net Income

Down

-$341,547

Down $367,415 (-1420%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$400K$300K$200K$100K$0Assets 2010: $370,905Liabilities 2010: $0Net Assets 2010: $370,9052010Assets 2011: $325,493Liabilities 2011: $0Net Assets 2011: $325,4932011Assets 2012: $325,375Liabilities 2012: $12012Assets 2013: $298,407Liabilities 2013: $1Net Assets 2013: $298,4072013Assets 2014: $295,801Liabilities 2014: $1Net Assets 2014: $295,8012014Assets 2015: $267,722Liabilities 2015: $1Net Assets 2015: $267,7222015Assets 2016: $293,515Liabilities 2016: $0Net Assets 2016: $293,5152016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2017

Assets$0
Liabilities$0
Net Assets$0
Open 2017 Filing

Operations Trend

Revenue Growth7th percentile

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

$400K$200K$0-$200K-$400KExpenses 2010: $31,0112010Expenses 2011: $40,2602011Revenue 2012: $28,801Expenses 2012: $28,919Net Income 2012: -$1182012Revenue 2013: -$3,736Expenses 2013: $23,008Net Income 2013: -$26,7442013Revenue 2014: $8,619Expenses 2014: $11,115Net Income 2014: -$2,4962014Revenue 2015: $10,270Expenses 2015: $38,269Net Income 2015: -$27,9992015Revenue 2016: $45,285Expenses 2016: $19,417Net Income 2016: $25,8682016Revenue 2017: $3,364Expenses 2017: $344,911Net Income 2017: -$341,5472017

Highlighted filing

2017

Revenue$3,364
Expenses$344,911
Net Income-$341,547
Open 2017 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$3,364
Expenses
$344,911
Net income
-$341,547
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$3.45$3.42
2016Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.45$0.19$0.26
2015Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.10$0.38$0.28
2014Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.09$0.11$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.04$0.23$0.27
2012Summary only. Only limited summary data is available for this year.$3.25$0.00$0.29$0.29$0.00
2011Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.40
2010Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Feb 8, 2018
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RH DONNELLEY ERDMANPres-$0--
CINDA W ERDMANSecretary-$0--
KEVIN D ERDMANDirector-$0--
CHARLES W ERDMANDirector-$0--
ALISSA G ERDMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Erdman Family Foundation
EIN
84-1289828
In Care Of
% RH DONNELLEY ERDMAN
Address
227 Midland Avenue 24, Basalt, CO 81621

Signing Officer

Name
Rh Donnelley Erdman
Title
President
Phone
8052598637
Signed
2018-02-08

Preparer

Firm
Carl B Linnecke CPA PC
Address
215 S Monarch Ste 101, Aspen, CO 81611
Preparer
Carl B Linnecke
Phone
9709251040
Raw XML Appendix377 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/PersonsWithBooksName/BusinessNameLine1Txt0RH DONNELLEY ERDMAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum09709258637
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NO ACTIVITIES IN FISCAL YEAR ENDING NOVEMBER 2016
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Schwab Charitable Donor Advised Fund
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LiquidationExplanationStmt/ExplanationTxt0Distribution of Assets in Complete Liquidation, Termination Dissolution or Substantial Contraction The Erdman Family Foundation TIN: 84-1289828 Tax Year Ended: November 30, 2017 During the current year the Foundation made the following Distributions in dissolution. These distributions are a final distribution of the Foundation's assets. The final distribution of assets was made on June 5, 2017. See attached Statement of Distribution which lists the recipient's name, address and list of assets distributed with the fair market value.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0767
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0EXCISE TAX ON INVESTMENT INCOME
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt01047
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01047
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01047
OtherIncreasesSchedule/OtherIncreasesDetail/Amt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt148799
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNRECOGNIZED APPRECIATION IN DONATED
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1SECURITIES
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RH DONNELLEY ERDMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08052598637
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ERDMAN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ERDM
ReturnHeader/Filer/EIN0841289828
ReturnHeader/Filer/InCareOfNm0% RH DONNELLEY ERDMAN
ReturnHeader/Filer/USAddress/AddressLine1Txt0227 Midland Avenue 24
ReturnHeader/Filer/USAddress/CityNm0Basalt
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081621
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId041A5FCFA417E82F9195B27C36FBA8F05E103789C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId041A5FCFA417E82F9195B27C36FBA8F05E103789C
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId084405220180495000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-02-18
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.39.13.126
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Carl B Linnecke CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0215 S Monarch Ste 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Aspen
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd081611
ReturnHeader/PreparerPersonGrp/PhoneNum09709251040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carl B Linnecke
ReturnHeader/ReturnTs02018-02-18T13:57:39-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-12-01
ReturnHeader/TaxPeriodEndDt02017-11-30
ReturnHeader/TaxYr02016

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