Civic Intelligence

The Daberko Charitable Foundation

990PF • Fiscal year 2018 • EIN 02-0533614

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 27, 2019

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

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

99th percentile

347%

Faster asset growth than 99% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

100th percentile

5891%

Faster revenue growth than 100% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$1,260,824

Up $978,725 (+347%) from 2017

Net Assets

Up

$1,260,824

Up $978,725 (+347%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$1,062,256

Up $1,044,526 (+5891%) from 2017

Expenses

Down

$87,222

Down $14,206 (-14%) from 2017

Net Income

Up

$975,034

Up $1,058,732 (+1265%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$1,260,824
Liabilities$0
Net Assets$1,260,824

Operations Trend

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

2018

Revenue$1,062,256
Expenses$87,222
Net Income$975,034
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 27, 2019
Return Version
2018v3.1
Compensation and Service Providers

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
Phone
2162257980
Address
11694 LAKE HOUSE COURT, NORTH PALM BEACH, FL 33408

Signing Officer

Name
David a Daberko
Title
Trustee
Phone
2162257980
Signed
2019-06-27
Discuss with paid preparer
Yes

Preparer

Firm
St Clair Advisors LLC
Address
6120 PARKLAND BOULEVARD SUITE 306, MAYFIELD HEIGHTS, OH 44124-6129
Preparer
Ronald E Bates
Phone
2169255670
Raw XML Appendix373 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/LocationOfBooksUSAddress/CityNm0MAYFIELD HEIGHTS
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd044124
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02169255671
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DAVID A DABERKO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0NINTH YEAR OF TEN YEAR PLEDGE (DABERKO FACULTY FELLOWSHIP)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FOURTH YEAR OF FIVE YEAR PLEDGE - AVIARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERL CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CASE WESTERN RESERVE UNIVERSITY - WEATHERHEAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CLEVELAND MUSEUM OF NATURAL HISTORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2LOST TREE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11 WADE OVAL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt28 S CHURCH LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NORTH PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd144106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233408
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt085000
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/AppliedToCurrentYearAmt031239
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031239
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt083017
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt089135
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0132067
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt088143
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt084792
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt084792
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0447271
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt054909
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt083017
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt089135
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0132067
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt088143
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt086148
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt054909
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0532063
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0477154
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DAVID A DABERKO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt011694 LAKE HOUSE COURT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NORTH PALM BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033408
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PNC/HAWTHORN #1098 - INV MGMT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PNC CHECKING - BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01036
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt112
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01037
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt112
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02073
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt124
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0180
OtherIncreasesSchedule/OtherIncreasesDetail/Amt13511
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PNC/HAWTHORN #1098 - NONDIVIDEND DISTRIBUTIONS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1BOOK TO TAX DIFFERENCE
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0DAVID A DABERKO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt011694 LAKE HOUSE COURT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0NORTH PALM BEACH
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd033408
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt1100
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt12017 OHIO FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1100
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt025
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID A DABERKO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02162257980
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DABERKO CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DABE
ReturnHeader/Filer/EIN0020533614
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/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D9C699E658B05E96D5F2D6AC07AD973D4C880012
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.219.63.138
ReturnHeader/FilingSecurityInformation/IPDt02019-06-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:50:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261481384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ST CLAIR ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06120 PARKLAND BOULEVARD SUITE 306
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAYFIELD HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441246129
ReturnHeader/PreparerPersonGrp/PhoneNum02169255670
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD E BATES
ReturnHeader/ReturnTs02019-06-27T10:50:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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