Civic Intelligence

The Daberko Charitable Foundation

990PF • Fiscal year 2017 • EIN 02-0533614

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

Organization Profile
11694 Lake House CourtNorth Palm Beach, FL 33408

(216) 225-7980

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.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

3rd percentile

-472%

Higher net margin than 3% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

17th percentile

-23%

Faster asset growth than 17% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

147%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$282,099

Down $85,833 (-23%) from 2016

Net Assets

Down

$282,099

Down $85,833 (-23%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin3rd percentile

Revenue

Up

$17,730

Up $10,539 (+147%) from 2016

Expenses

Down

$101,428

Down $10,102 (-9.1%) from 2016

Net Income

Up

-$83,698

Up $20,641 (+20%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,819,645Liabilities 2011: $0Net Assets 2011: $1,819,6452011Assets 2012: $640,887Liabilities 2012: $0Net Assets 2012: $640,8872012Assets 2013: $610,468Liabilities 2013: $0Net Assets 2013: $610,4682013Assets 2014: $595,748Liabilities 2014: $0Net Assets 2014: $595,7482014Assets 2015: $474,333Liabilities 2015: $0Net Assets 2015: $474,3332015Assets 2016: $367,932Liabilities 2016: $0Net Assets 2016: $367,9322016Assets 2017: $282,099Liabilities 2017: $0Net Assets 2017: $282,0992017Assets 2018: $1,260,824Liabilities 2018: $0Net Assets 2018: $1,260,8242018Assets 2019: $1,092,550Liabilities 2019: $0Net Assets 2019: $1,092,5502019Assets 2020: $981,020Liabilities 2020: $0Net Assets 2020: $981,0202020Assets 2021: $851,000Liabilities 2021: $0Net Assets 2021: $851,0002021Assets 2022: $736,088Liabilities 2022: $0Net Assets 2022: $736,0882022Assets 2023: $795,875Liabilities 2023: $0Net Assets 2023: $795,8752023Assets 2024: $661,276Liabilities 2024: $0Net Assets 2024: $661,2762024

Highlighted filing

2017

Assets$282,099
Liabilities$0
Net Assets$282,099
Open 2017 Filing

Operations Trend

Revenue Growth94th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $250,5062011Expenses 2012: $186,3552012Revenue 2013: $92,502Expenses 2013: $122,766Net Income 2013: -$30,2642013Revenue 2014: $109,427Expenses 2014: $124,488Net Income 2014: -$15,0612014Revenue 2015: $41,826Expenses 2015: $163,418Net Income 2015: -$121,5922015Revenue 2016: $7,191Expenses 2016: $111,530Net Income 2016: -$104,3392016Revenue 2017: $17,730Expenses 2017: $101,428Net Income 2017: -$83,6982017Revenue 2018: $1,062,256Expenses 2018: $87,222Net Income 2018: $975,0342018Revenue 2019: $42,618Expenses 2019: $210,787Net Income 2019: -$168,1692019Revenue 2020: $27,515Expenses 2020: $140,261Net Income 2020: -$112,7462020Revenue 2021: $430Expenses 2021: $133,967Net Income 2021: -$133,5372021Revenue 2022: $14,465Expenses 2022: $140,630Net Income 2022: -$126,1652022Revenue 2023: $152,152Expenses 2023: $102,514Net Income 2023: $49,6382023Revenue 2024: $40,324Expenses 2024: $164,785Net Income 2024: -$124,4612024

Highlighted filing

2017

Revenue$17,730
Expenses$101,428
Net Income-$83,698
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID A DABERKOTrustee-$0--
DEBORAH L DABERKOTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Daberko Charitable Foundation
EIN
02-0533614
In Care Of
% RONALD E BATES
Phone
2162257980
Address
11694 LAKE HOUSE COURT, NORTH PALM BEACH, FL 33408

Signing Officer

Name
David a Daberko
Title
Trustee
Phone
2169255672
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
St Clair Advisors LLC
Address
6120 PARKLAND BLVD 306, MAYFIELD HEIGHTS, OH 44124-6129
Preparer
Ronald E Bates
Phone
2169255670
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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/GrantOrContributionPurposeTxt0EIGHTH YEAR OF TEN YEAR PLEDGE (DABERKO FACULTY FELLOWSHIP)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1THIRD YEAR OF FIVE YEAR PLEDGE - AVIARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FOURTH YEAR OF FOUR YEAR PLEDGE - GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CASE WESTERN RESERVE UNIVERSITY - WEATHERHEAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CLEVELAND MUSEUM OF NATURAL HISTORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HAWKEN SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02040 ADELBERT ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11 Wade Oval Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt212465 COUNTY LINE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Cleveland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2GATES MILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd144106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd244040
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100000
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/AppliedToCurrentYearAmt017688
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017688
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt089135
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0132067
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt088143
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt084792
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0144109
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0144109
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0477154
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt083017
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt089135
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0132067
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt088143
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt084792
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100705
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt083017
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0621263
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0538246
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02135
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK/TAX DIFFERENCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0596
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt19
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0597
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt19
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01193
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt118
TaxesSchedule/TaxesDetail/Amt0117
TaxesSchedule/TaxesDetail/Amt1100
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt12016 OHIO FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0100
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0117
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID A DABERKO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02169255672
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DABERKO CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DABE
ReturnHeader/Filer/EIN0020533614
ReturnHeader/Filer/InCareOfNm0% RONALD E BATES
ReturnHeader/Filer/PhoneNum02162257980
ReturnHeader/Filer/USAddress/AddressLine1Txt011694 LAKE HOUSE COURT
ReturnHeader/Filer/USAddress/CityNm0NORTH PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033408
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId051D3F0280B18593E6858F59E4D776D8CA1FCE459
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C7818E7BA1DDD463687F564147B673F2D2B25A78
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId034825320183105000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-06
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.219.63.138
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ST CLAIR ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06120 PARKLAND BLVD 306
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAYFIELD HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441246129
ReturnHeader/PreparerPersonGrp/PhoneNum02169255670
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD E BATES
ReturnHeader/ReturnTs02018-11-06T12:23:06-06:00
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
$282,099
Liabilities
$0
Net assets
$282,099
Revenue
$17,730
Expenses
$101,428
Net income
-$83,698
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.04$0.16$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.15$0.10$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.01$0.14$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.00$0.13$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.03$0.14$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.04$0.21$0.17
2018Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$1.06$0.09$0.98
2017Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.02$0.10$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.01$0.11$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.04$0.16$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.11$0.12$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.09$0.12$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.19
2011Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.25