Civic Intelligence

The Collie Health Foundation Inc

990 • Fiscal year 2014 • EIN 13-3376254

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

2834 Cotten RoadSanford, NC 27330

(603) 313-9597

Siviq Scores

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

Liabilities / Assets

46th percentile

0.03x

Higher debt load relative to assets than 46% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

71st percentile

0.18x

Higher debt load relative to revenue than 71% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

8th percentile

-37%

Higher net margin than 8% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

21st percentile

-6.4%

Faster asset growth than 21% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

80th percentile

32%

Faster revenue growth than 80% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Down

$655,774

Down $44,494 (-6.4%) from 2013

Net Assets

Down

$634,409

Down $43,579 (-6.4%) from 2013

Liabilities

Down

$21,365

Down $915 (-4.1%) from 2013

Revenue

Up

$115,529

Up $28,278 (+32%) from 2013

Expenses

Up

$158,531

Up $51,306 (+48%) from 2013

Net Income

Down

-$43,002

Down $23,028 (-115%) from 2013

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 2010: $653,722Liabilities 2010: $19,710Net Assets 2010: $634,0122010Assets 2011: $679,229Liabilities 2011: $1,845Net Assets 2011: $677,3842011Assets 2012: $726,139Liabilities 2012: $22,460Net Assets 2012: $703,6792012Assets 2013: $700,268Liabilities 2013: $22,280Net Assets 2013: $677,9882013Assets 2014: $655,774Liabilities 2014: $21,365Net Assets 2014: $634,4092014Assets 2015: $1,178,798Liabilities 2015: $21,495Net Assets 2015: $1,157,3032015Assets 2016: $1,176,463Liabilities 2016: $33,412Net Assets 2016: $1,143,0512016Assets 2017: $1,126,408Liabilities 2017: $35,559Net Assets 2017: $1,090,8492017Assets 2018: $1,285,890Liabilities 2018: $31,940Net Assets 2018: $1,253,9502018Assets 2019: $1,375,874Liabilities 2019: $34,059Net Assets 2019: $1,341,8152019Assets 2020: $1,355,862Liabilities 2020: $44,810Net Assets 2020: $1,311,0522020Assets 2021: $1,472,518Liabilities 2021: $32,870Net Assets 2021: $1,439,6482021Assets 2022: $1,343,331Liabilities 2022: $31,555Net Assets 2022: $1,311,7762022Assets 2023: $1,458,243Liabilities 2023: $24,355Net Assets 2023: $1,433,8882023Assets 2024: $1,847,848Liabilities 2024: $33,900Net Assets 2024: $1,813,9482024

Highlighted filing

2014

Assets$655,774
Liabilities$21,365
Net Assets$634,409

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $77,7882010Expenses 2011: $48,1532011Expenses 2012: $112,0632012Revenue 2013: $87,251Expenses 2013: $107,225Net Income 2013: -$19,9742013Revenue 2014: $115,529Expenses 2014: $158,531Net Income 2014: -$43,0022014Revenue 2015: $606,096Expenses 2015: $81,841Net Income 2015: $524,2552015Revenue 2016: $54,172Expenses 2016: $38,419Net Income 2016: $15,7532016Revenue 2017: $97,439Expenses 2017: $170,845Net Income 2017: -$73,4062017Revenue 2018: $330,426Expenses 2018: $108,355Net Income 2018: $222,0712018Revenue 2019: $104,759Expenses 2019: $152,576Net Income 2019: -$47,8172019Revenue 2020: $141,233Expenses 2020: $214,774Net Income 2020: -$73,5412020Revenue 2021: $228,569Expenses 2021: $130,400Net Income 2021: $98,1692021Revenue 2022: $128,619Expenses 2022: $73,827Net Income 2022: $54,7922022Revenue 2023: $198,346Expenses 2023: $166,078Net Income 2023: $32,2682023Revenue 2024: $454,121Expenses 2024: $172,606Net Income 2024: $281,5152024

Highlighted filing

2014

Revenue$115,529
Expenses$158,531
Net Income-$43,002
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$116,977
Mission and Program Overview

Mission

The specific purposes and objectives of the foundation shall include but not be limited to the following: (1) to foster and promote the publics knowledge and appreciation of dogs in general and collies in particular. (2) to further understanding of the diseases, defects, injuries and other ailments that afflict dogs in general and collies in particular.(3) to support and promote the study of and research on the history, character, varieties, breeding genetics and particular health problems of collies.(4) to establish a national database of resource materials about collies.(5) to produce, publish and distribute to the general public educational materials about the proper care, treatment, breeding, health, development and training of collies.

The foundation's fundraising activities provide support for research related to small animal health issues. Annually, grants are approved and paid for ongoing studies, primarily of benefit to the collie.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$677,988$634,409▼ $43,579
Savings and Temporary Cash Investments$593,556$533,810▼ $59,746
Investments in Publicly Traded Securities$72,048$71,471▼ $577
Cash and Non-Interest-Bearing Accounts$25,135$35,267▲ $10,132
Inventories for Sale or Use$9,279$15,226▲ $5,947
Prepaid Expenses and Deferred Charges$250--
Total Assets$700,268$655,774▼ $44,494
Liabilities
Deferred Revenue$22,280$21,365▼ $915
Total Liabilities$22,280$21,365▼ $915
Net Assets / Fund Balance
Total Net Assets Fund Balance$677,988$634,409▼ $43,579
Total Liabilities and Net Assets / Fund Balance$700,268$655,774▼ $44,494
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$64,653
Program Service Revenue
$38,571
Investment Income
$3,662
Other Revenue
$8,643
All Other Contributions
$31,823
Change in Net Assets
$-43,002
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$123,361
Other Expenses$35,170
Total Fundraising Expense$2,589
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$123,361--$123,361
Advertising$10,868--$10,868
Office Expenses-$2,686-$2,686
Fees for Services Accounting-$1,255-$1,255
Other Expenses$16,196$801$2,589$801
Insurance-$625-$625
Fees for Service Investment Mgmnt Fees-$150-$150
Total Functional Expenses$150,425$5,517$2,589$158,531
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American Kennel ClubRaleigh, NC-Akc Bloat Initiative$101,500
Clemson UniversityClemson, SC-Educational Grant$11,282
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The officers review the return after prep by tax professional, treasurer and assistant treasurer. A copy is provided to the board upon completion

Form 990, Page 6, Part VI, Line 19

The board publishes a quarterly newsletter to members in which current financial statements are printed. A notice is included that statements are available upon written request to the treasurer.

Filing and Contact Details

Filer

Filer Name
Collie Health Foundation
EIN
13-3376254
Phone
6033139597
Address
2834 COTTEN ROAD, SANFORD, NC 27330

Signing Officer

Name
Nancy Mcdonald
Title
Treasurer
Phone
6033139597
Signed
2015-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Mcdonald
Formed
1986
Legal Domicile
Ny
Voting Board Members
15
Independent Board Members
15
Employees
0

Preparer

Firm
Lynn C Rust CPA Pc
Address
217R OLD HOMESTEAD HWY, SWANZEY, NH 03446-2121
Preparer
Lynn C Rust CPA
Phone
6033586565
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0250
IRS990/PrincipalOfficerNm0NANCY MCDONALD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EVENTS: SUNNYBANK
IRS990/ProgramServiceRevenueGrp/Desc1EVENTS: AUCTION
IRS990/ProgramServiceRevenueGrp/Desc2EVENTS: DINNER
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt111372
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt023141
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt111372
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24058
IRS990/ProgSrvcAccomActy2Grp/Desc0RESEARCH GRANTS ARE GIVEN TO VARIOUS ORGANIZATIONS FOR COLLIE HEALTH RESEARCH AND DEVELOPMENT
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0123361
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0123361
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt046250
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt070977
IRS990/PYInvestmentIncomeAmt04905
IRS990/PYOtherExpensesAmt036248
IRS990/PYOtherRevenueAmt02401
IRS990/PYProgramServiceRevenueAmt033695
IRS990/PYRevenuesLessExpensesAmt0-19974
IRS990/PYTotalExpensesAmt0107225
IRS990/PYTotalRevenueAmt087251
IRS990/ReconcilationRevenueExpnssAmt0-43002
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0677988
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0634409
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0593556
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0533810
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0164
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt064653
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt046250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt097887
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt035253
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt050311
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0294354
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0132
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0234
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0146
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt012259
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt018449
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt031220
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt052192
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt049695
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt054958
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt045194
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt039303
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0241342
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0132
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0234
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0146
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt012259
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt018449
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt031220
IRS990ScheduleA/InvestmentIncomeCYPct00.06000
IRS990ScheduleA/InvestmentIncomePYPct00.09000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0164
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0164
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94470
IRS990ScheduleA/PublicSupportPY509Pct00.91080
IRS990ScheduleA/PublicSupportTotal509Amt0535696
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0116845
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt095945
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0152845
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt080447
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt089614
IRS990ScheduleA/Total509Grp/TotalAmt0535696
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0116977
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt096179
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0152991
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt092706
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0108227
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0567080
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt011282
IRS990ScheduleI/RecipientTable/CashGrantAmt1101500
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATIONAL GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1AKC BLOAT INITIATIVE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CLEMSON UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN KENNEL CLUB
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0108 SILAS N PEARMAN BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 900061
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CLEMSON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1RALEIGH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0SC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd029634
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd127675
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0CASH
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1CASH
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE OFFICERS REVIEW THE RETURN AFTER PREP BY TAX PROFESSIONAL, TREASURER AND ASSISTANT TREASURER. A COPY IS PROVIDED TO THE BOARD UPON COMPLETION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD PUBLISHES A QUARTERLY NEWSLETTER TO MEMBERS IN WHICH CURRENT FINANCIAL STATEMENTS ARE PRINTED. A NOTICE IS INCLUDED THAT STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST TO THE TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0700268
IRS990/TotalAssetsEOYAmt0655774
IRS990/TotalAssetsGrp/BOYAmt0700268
IRS990/TotalAssetsGrp/EOYAmt0655774
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt064653
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02589
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05517
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0150425
IRS990/TotalFunctionalExpensesGrp/TotalAmt0158531
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt022280
IRS990/TotalLiabilitiesEOYAmt021365
IRS990/TotalLiabilitiesGrp/BOYAmt022280
IRS990/TotalLiabilitiesGrp/EOYAmt021365
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0677988
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0634409
IRS990/TotalProgramServiceExpensesAmt0150425
IRS990/TotalProgramServiceRevenueAmt038571
IRS990/TotalRevenueGrp/ExclusionAmt0132
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt050744
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0115529
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0700268
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0655774

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.85$0.03$1.81$0.45$0.17$0.28
2023Detailed filing. Detailed filing data is available for this year.$1.46$0.02$1.43$0.20$0.17$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.34$0.03$1.31$0.13$0.07$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.47$0.03$1.44$0.23$0.13$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.36$0.04$1.31$0.14$0.21$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.38$0.03$1.34$0.10$0.15$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.29$0.03$1.25$0.33$0.11$0.22
2017Detailed filing. Detailed filing data is available for this year.$1.13$0.04$1.09$0.10$0.17$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.18$0.03$1.14$0.05$0.04$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.18$0.02$1.16$0.61$0.08$0.52
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.02$0.63$0.12$0.16$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.70$0.02$0.68$0.09$0.11$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.02$0.70$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.00$0.68$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.02$0.63$0.08