Civic Intelligence

The Quercus Fund Inc

990PF • Fiscal year 2021 • EIN 13-4156738

Aug 01, 2020 to Jul 31, 2021 • Filed on Oct 27, 2021

205 Worth Avenue No 311Palm Beach, FL 33480

(561) 855-4742

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

83rd percentile

51%

Higher net margin than 83% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

60th percentile

12%

Faster asset growth than 60% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Assets

Up

$16,758,458

Up $1,813,684 (+12%) from 2020

Net Assets

Up

$16,758,458

Up $1,813,684 (+12%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$1,479,302

Up $1,582,589 (+1532%) from 2020

Expenses

Down

$729,084

Down $286,476 (-28%) from 2020

Net Income

Up

$750,218

Up $1,869,065 (+167%) from 2020

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $11,983,003Liabilities 2011: $02011Assets 2012: $11,806,131Liabilities 2012: $02012Assets 2013: $14,255,965Liabilities 2013: $02013Assets 2015: $15,558,531Liabilities 2015: $02015Assets 2017: $15,710,488Liabilities 2017: $0Net Assets 2017: $15,710,4882017Assets 2018: $16,171,715Liabilities 2018: $0Net Assets 2018: $16,171,7152018Assets 2019: $16,139,336Liabilities 2019: $177,566Net Assets 2019: $15,961,7702019Assets 2020: $14,944,774Liabilities 2020: $0Net Assets 2020: $14,944,7742020Assets 2021: $16,758,458Liabilities 2021: $0Net Assets 2021: $16,758,4582021Assets 2022: $14,904,126Liabilities 2022: $144,289Net Assets 2022: $14,759,8372022Assets 2023: $16,090,415Liabilities 2023: $0Net Assets 2023: $16,090,4152023Assets 2024: $17,514,947Liabilities 2024: $0Net Assets 2024: $17,514,9472024Assets 2025: $18,117,143Liabilities 2025: $0Net Assets 2025: $18,117,1432025

Highlighted filing

2021

Assets$16,758,458
Liabilities$0
Net Assets$16,758,458

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $1,465,144Expenses 2011: $612,876Net Income 2011: $852,2682011Revenue 2012: $654,509Expenses 2012: $680,067Net Income 2012: -$25,5582012Revenue 2013: $1,862,709Expenses 2013: $729,063Net Income 2013: $1,133,6462013Revenue 2015: $2,103,953Expenses 2015: $957,233Net Income 2015: $1,146,7202015Revenue 2017: $1,883,996Expenses 2017: $956,797Net Income 2017: $927,1992017Revenue 2018: $2,870,791Expenses 2018: $1,067,034Net Income 2018: $1,803,7572018Revenue 2019: $452,899Expenses 2019: $656,228Net Income 2019: -$203,3292019Revenue 2020: -$103,287Expenses 2020: $1,015,560Net Income 2020: -$1,118,8472020Revenue 2021: $1,479,302Expenses 2021: $729,084Net Income 2021: $750,2182021Revenue 2022: -$212,265Expenses 2022: $914,450Net Income 2022: -$1,126,7152022Revenue 2023: $1,117,285Expenses 2023: $833,876Net Income 2023: $283,4092023Revenue 2024: $759,554Expenses 2024: $945,564Net Income 2024: -$186,0102024Revenue 2025: $1,667,630Expenses 2025: $1,050,053Net Income 2025: $617,5772025

Highlighted filing

2021

Revenue$1,479,302
Expenses$729,084
Net Income$750,218
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Oct 27, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elisabeth C DudleyPresident, Director-$0--
Henry C DudleyVice President, Treasurer, Director-$0--
Sarah Dudley PlimptonVice President, Director-$0--
Jane C DudleyVice President, Director-$0--
Frank E ShanleyAssistant Treasurer, Director-$0--
Irina FaymanSecretary-$0--
Christiane McNamaraAsst Treasurer, Asst Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The Quercus Fund Inc
EIN
13-4156738
Phone
5618554742
Address
205 Worth Avenue No 311, Palm Beach, FL 33480

Signing Officer

Name
Henry C Dudley
Title
Treasurer & Vice-President
Phone
5618554742
Signed
2021-10-27
Discuss with paid preparer
Yes

Preparer

Firm
John J McGlinchey Jr CPA
Address
PO Box 245, Glen Head, NY 11545-1943
Phone
5165542217
Raw XML Appendix380 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/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Dudley & Shanley Inc
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0205 Worth Avenue 311
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Elisabeth C Dudley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Henry C Dudley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Sarah Dudley Plimpton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Jane C Dudley
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Christiane McNamara
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President, Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President, Treasurer, Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President, Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Vice President, Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Assistant Treasurer, Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Secretary
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0630000
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Dudley Shanley Inc
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0205 Worth Avenue 311
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Palm Beach
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033480
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05618554742
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/ContributingManagerNm0Elisabeth C Dudley
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Henry C Dudley
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0600000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt130000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Research & education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Highstead Foundation Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1The Hartley Nature Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 1097
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13001 Woodland Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Redding
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Duluth
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd016875
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd155803
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0630000
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/AppliedToCurrentYearAmt0630000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0754340
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0124340
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0163732
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0165353
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt085387
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0124340
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0290132
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0163732
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0126400
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0630000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0290132
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0414472
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0313
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Due from broker
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0246220
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0246220
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank custody fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Miscellaneous fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09545
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09545
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1448
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01063466
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Change in unrealized appreciation of investments
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt077180
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment management
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt077180
TaxesSchedule/TaxesDetail/Amt02991
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign tax on dividends
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02991
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Henry C Dudley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer & Vice-President
ReturnHeader/BusinessOfficerGrp/PhoneNum05618554742
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Quercus Fund Inc
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0c/o Dudley & Shanley Inc
ReturnHeader/Filer/BusinessNameControlTxt0QUER
ReturnHeader/Filer/EIN0134156738
ReturnHeader/Filer/PhoneNum05618554742
ReturnHeader/Filer/USAddress/AddressLine1Txt0205 Worth Avenue No 311
ReturnHeader/Filer/USAddress/CityNm0Palm Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033480
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030381118
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John J McGlinchey Jr CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 245
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Glen Head
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0115451943
ReturnHeader/PreparerPersonGrp/PhoneNum05165542217
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-25
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-10-27T09:00:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Henry
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Dudley
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

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