Civic Intelligence

Dalhousie University Foundation Inc.

990 • Fiscal year 2014 • EIN 13-6161449

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 26, 2015

C/O T Parkin 4 East 89th St No 2FNew York, NY 10128

(212) 242-1270

Siviq Scores

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

Liabilities / Assets

91st percentile

0.47x

Higher debt load relative to assets than 91% of similar nonprofits.

2014 filings • NTEE B • <$500k nonprofits • Source year 2014

Liabilities / Revenue

82nd percentile

0.07x

Higher debt load relative to revenue than 82% of similar nonprofits.

2014 filings • NTEE B • <$500k nonprofits • Source year 2014

Net Margin

45th percentile

1.9%

Higher net margin than 45% of similar nonprofits.

2014 filings • NTEE B • <$500k nonprofits • Source year 2014

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2014 filings • NTEE B • <$500k nonprofits • Source year 2014

Asset Growth

65th percentile

14%

Faster asset growth than 65% of similar nonprofits.

2014 filings • NTEE B • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

67th percentile

17%

Faster revenue growth than 67% of similar nonprofits.

2014 filings • NTEE B • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$32,033

Up $3,994 (+14%) from 2013

Net Assets

Up

$17,033

Up $3,994 (+31%) from 2013

Liabilities

Flat

$15,000

Flat from 2013

Revenue

Up

$208,557

Up $30,088 (+17%) from 2013

Expenses

Down

$204,563

Down $328,030 (-62%) from 2013

Net Income

Up

$3,994

Up $358,118 (+101%) from 2013

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $544,389Liabilities 2010: $3,500Net Assets 2010: $540,8892010Assets 2011: $200,411Liabilities 2011: $7,500Net Assets 2011: $192,9112011Assets 2012: $374,663Liabilities 2012: $7,500Net Assets 2012: $367,1632012Assets 2013: $28,039Liabilities 2013: $15,000Net Assets 2013: $13,0392013Assets 2014: $32,033Liabilities 2014: $15,000Net Assets 2014: $17,0332014Assets 2015: $135,302Liabilities 2015: $9,000Net Assets 2015: $126,3022015Assets 2016: $1,327,663Liabilities 2016: $33,000Net Assets 2016: $1,294,6632016Assets 2017: $1,052,243Liabilities 2017: $9,000Net Assets 2017: $1,043,2432017Assets 2018: $116,449Liabilities 2018: $9,000Net Assets 2018: $107,4492018Assets 2019: $248,273Liabilities 2019: $17,500Net Assets 2019: $230,7732019Assets 2020: $1,099,959Liabilities 2020: $36,544Net Assets 2020: $1,063,4152020Assets 2021: $61,900Liabilities 2021: $47,412Net Assets 2021: $14,4882021Assets 2022: $297,047Liabilities 2022: $35,075Net Assets 2022: $261,9722022Assets 2023: $485,677Liabilities 2023: $28,722Net Assets 2023: $456,9552023Assets 2024: $1,101,336Liabilities 2024: $275Net Assets 2024: $1,101,0612024

Highlighted filing

2014

Assets$32,033
Liabilities$15,000
Net Assets$17,033

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $356,8632010Expenses 2011: $564,2112011Expenses 2012: $32,3852012Revenue 2013: $178,469Expenses 2013: $532,593Net Income 2013: -$354,1242013Revenue 2014: $208,557Expenses 2014: $204,563Net Income 2014: $3,9942014Revenue 2015: $175,280Expenses 2015: $66,011Net Income 2015: $109,2692015Revenue 2016: $1,512,115Expenses 2016: $328,754Net Income 2016: $1,183,3612016Revenue 2017: $1,337,694Expenses 2017: $1,604,114Net Income 2017: -$266,4202017Revenue 2018: $464,282Expenses 2018: $1,400,076Net Income 2018: -$935,7942018Revenue 2019: $522,774Expenses 2019: $399,450Net Income 2019: $123,3242019Revenue 2020: $1,683,711Expenses 2020: $851,069Net Income 2020: $832,6422020Revenue 2021: $410,566Expenses 2021: $1,459,493Net Income 2021: -$1,048,9272021Revenue 2022: $702,611Expenses 2022: $455,127Net Income 2022: $247,4842022Revenue 2023: $708,784Expenses 2023: $513,802Net Income 2023: $194,9822023Revenue 2024: $1,106,708Expenses 2024: $462,602Net Income 2024: $644,1062024

Highlighted filing

2014

Revenue$208,557
Expenses$204,563
Net Income$3,994
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 26, 2015
Return Version
2014v5.0
Gross Receipts
$208,557
Mission and Program Overview

Mission

Dalhousie university foundation inc collects contributions from alumni, their contacts and others and forwards same to the university in halifax, nova scotia for use in their educational and scientific research programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$28,039$32,033▲ $3,994
Total Assets$28,039$32,033▲ $3,994
Liabilities
Accounts Payable and Accrued Expenses$15,000$15,000→ $0
Total Liabilities$15,000$15,000→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$13,039$17,033▲ $3,994
Total Net Assets Fund Balance$13,039$17,033▲ $3,994
Total Liabilities and Net Assets / Fund Balance$28,039$32,033▲ $3,994
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sanjay GopalPresident
Sean SmithVice President
Arthur CobinDirector
Bruce FrasierDirector
Craig HainesDirector
Dorothy SaffronDirector
Eva Rado BalazsDirector
Irving FishDirector
Mary Ann HainesDirector
Vivian BoniukDirector
Todd ParkinSecretary
Angela TrainorTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$208,550
Program Service Revenue
$0
Investment Income
$7
Other Revenue
$0
All Other Contributions
$208,550
Change in Net Assets
$3,994

Audited Revenue Reconciliation

Revenue per Audited Statements
$208,557
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$208,557
Total Revenue per Form 990
$208,557
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$196,050
Other Expenses$8,513
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$196,050--$196,050
Fees for Services Accounting-$7,500-$7,500
Conferences and Meetings-$360-$360
Other Expenses-$50-$50
Office Expenses-$40-$40
Total Functional Expenses$196,050$8,513$0$204,563

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$204,563
Total Expenses per Audited Statements$204,563
Total Expenses per Form 990$204,563
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$196,050

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North America - Canada and Mexico, But Not the United StatesContributions for Scientific & Educational Research Programs.The Foundation Collects Contributions From Alumni and Sends Same to the University in Halifax, Nova Scotia for Use in Their Educational and Scientific Research Programs.00$196,050
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
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Directors that have family relationships: craig haines & mary ann haines, sanjay gopal & angela trainor, arthur cobin & vivian boniuk.

Form 990, Part VI, Section B, Line 11

NOT APPLICABLE.

Form 990, Part VI, Section B, Line 12C

Conflict of interest policy discussed at annual meeting of board of directors.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Dalhousie University Foundation Inc
EIN
13-6161449
Phone
2122421270
Address
C/O T PARKIN 4 EAST 89TH ST NO 2F, NEW YORK, NY 10128

Signing Officer

Name
Sanjay Gopal
Title
President
Phone
2122421270
Signed
2015-10-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sanjay Gopal
Formed
1957
Legal Domicile
Ny
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Rothenberg & Peters Pllc
Address
1 LINDEN PLACE - SUITE 211, GREAT NECK, NY 11021-2640
Preparer
Neil Peters
Phone
5167733200
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0208550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0178419
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0196576
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0216086
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0611182
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01410813
IRS990ScheduleA/TotalSupportAmt01421334
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0204563
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0208557
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0204563
IRS990ScheduleD/TotalRevenuePerForm990Amt0208557
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0208557
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0204563
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0196050
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0THE FOUNDATION COLLECTS CONTRIBUTIONS FROM ALUMNI AND SENDS SAME TO THE UNIVERSITY IN HALIFAX, NOVA SCOTIA FOR USE IN THEIR EDUCATIONAL AND SCIENTIFIC RESEARCH PROGRAMS.
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0CONTRIBUTIONS FOR SCIENTIFIC & EDUCATIONAL RESEARCH PROGRAMS.
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt0196050
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0CHECK
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0EDUCATIONAL AND SCIENTIFIC RESEARCH PROGRAMS.
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0CANADA
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt0196050
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0DALHOUSIE UNIVERSITY FOUNDATION INC COLLECTS CONTRIBUTIONS FROM ALUMNI, THEIR CONTACTS AND OTHERS AND FORWARDS SAME TO THE UNIVERSITY IN HALIFAX, NOVA SCOTIA FOR USE IN THEIR EDUCATIONAL AND SCIENTIFIC RESEARCH PROGRAMS.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt0196050
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DIRECTORS THAT HAVE FAMILY RELATIONSHIPS: CRAIG HAINES & MARY ANN HAINES, SANJAY GOPAL & ANGELA TRAINOR, ARTHUR COBIN & VIVIAN BONIUK.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NOT APPLICABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICT OF INTEREST POLICY DISCUSSED AT ANNUAL MEETING OF BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt013039
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt017033
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt028039
IRS990/TotalAssetsEOYAmt032033
IRS990/TotalAssetsGrp/BOYAmt028039
IRS990/TotalAssetsGrp/EOYAmt032033
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0208550
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08513
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0196050
IRS990/TotalFunctionalExpensesGrp/TotalAmt0204563
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015000
IRS990/TotalLiabilitiesEOYAmt015000
IRS990/TotalLiabilitiesGrp/BOYAmt015000
IRS990/TotalLiabilitiesGrp/EOYAmt015000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt013039
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt017033
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0196050
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt07
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0208557
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt028039
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt032033
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0300 WEST 72ND STREET APT 6B
IRS990/USAddress/CityNm0NEW YORK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010023
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SANJAY GOPAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02122421270
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DALHOUSIE UNIVERSITY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0DALH
ReturnHeader/Filer/EIN0136161449
ReturnHeader/Filer/PhoneNum02122421270
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O T PARKIN 4 EAST 89TH ST NO 2F
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010128
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113260208
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROTHENBERG & PETERS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 LINDEN PLACE - SUITE 211
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREAT NECK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0110212640
ReturnHeader/PreparerPersonGrp/PhoneNum05167733200

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.00$1.10$1.11$0.46$0.64
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.03$0.46$0.71$0.51$0.19
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.04$0.26$0.70$0.46$0.25
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.05$0.01$0.41$1.46$1.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.04$1.06$1.68$0.85$0.83
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.02$0.23$0.52$0.40$0.12
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.01$0.11$0.46$1.40$0.94
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.01$1.04$1.34$1.60$0.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.03$1.29$1.51$0.33$1.18
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.01$0.13$0.18$0.07$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.03$0.02$0.02$0.21$0.20$0.00
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.02$0.01$0.18$0.53$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.01$0.37$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.01$0.19$0.56
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.00$0.54$0.36
Peer Organizations

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