Civic Intelligence

The Arvd Foundation

990PF • Fiscal year 2021 • EIN 20-3846779

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 17, 2022

825 Forestview AvePark Ridge, IL 60068

(831) 440-1644

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

89th percentile

65%

Higher net margin than 89% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

86th percentile

39%

Faster asset growth than 86% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

100th percentile

30799%

Faster revenue growth than 100% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,318,611

Up $368,764 (+39%) from 2020

Net Assets

Up

$1,318,611

Up $368,764 (+39%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$565,447

Up $563,617 (+30799%) from 2020

Expenses

Up

$196,683

Up $2,674 (+1.4%) from 2020

Net Income

Up

$368,764

Up $560,943 (+292%) from 2020

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: $761,644Liabilities 2010: $02010Assets 2011: $744,211Liabilities 2011: $02011Assets 2012: $848,965Liabilities 2012: $02012Assets 2013: $1,033,079Liabilities 2013: $02013Assets 2014: $1,159,536Liabilities 2014: $0Net Assets 2014: $1,159,5362014Assets 2015: $1,212,175Liabilities 2015: $0Net Assets 2015: $1,212,1752015Assets 2016: $1,219,690Liabilities 2016: $4,875Net Assets 2016: $1,214,8152016Assets 2017: $1,136,692Liabilities 2017: $0Net Assets 2017: $1,136,6922017Assets 2018: $1,272,337Liabilities 2018: $0Net Assets 2018: $1,272,3372018Assets 2019: $1,142,496Liabilities 2019: $470Net Assets 2019: $1,142,0262019Assets 2020: $949,847Liabilities 2020: $0Net Assets 2020: $949,8472020Assets 2021: $1,318,611Liabilities 2021: $0Net Assets 2021: $1,318,6112021Assets 2022: $1,252,632Liabilities 2022: $0Net Assets 2022: $1,252,6322022Assets 2023: $1,226,604Liabilities 2023: $0Net Assets 2023: $1,226,6042023Assets 2024: $1,206,858Liabilities 2024: $0Net Assets 2024: $1,206,8582024

Highlighted filing

2021

Assets$1,318,611
Liabilities$0
Net Assets$1,318,611

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $20,436Expenses 2010: $46,942Net Income 2010: -$26,5062010Revenue 2011: $27,811Expenses 2011: $45,244Net Income 2011: -$17,4332011Revenue 2012: $145,968Expenses 2012: $41,214Net Income 2012: $104,7542012Revenue 2013: $241,887Expenses 2013: $57,773Net Income 2013: $184,1142013Revenue 2014: $219,251Expenses 2014: $92,794Net Income 2014: $126,4572014Revenue 2015: $217,841Expenses 2015: $165,202Net Income 2015: $52,6392015Revenue 2016: $145,832Expenses 2016: $143,192Net Income 2016: $2,6402016Revenue 2017: $165,450Expenses 2017: $243,573Net Income 2017: -$78,1232017Revenue 2018: $255,870Expenses 2018: $120,225Net Income 2018: $135,6452018Revenue 2019: $16,325Expenses 2019: $146,636Net Income 2019: -$130,3112019Revenue 2020: $1,830Expenses 2020: $194,009Net Income 2020: -$192,1792020Revenue 2021: $565,447Expenses 2021: $196,683Net Income 2021: $368,7642021Revenue 2022: $161,434Expenses 2022: $227,413Net Income 2022: -$65,9792022Revenue 2023: $217,825Expenses 2023: $243,853Net Income 2023: -$26,0282023Revenue 2024: $250,183Expenses 2024: $269,929Net Income 2024: -$19,7462024

Highlighted filing

2021

Revenue$565,447
Expenses$196,683
Net Income$368,764
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 17, 2022
Return Version
2021v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN DOLANPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Arvd Foundation
EIN
20-3846779
Phone
8314401644
Address
825 FORESTVIEW AVE, PARK RIDGE, IL 60068

Signing Officer

Name
Susan Dolan
Title
President
Phone
8134401644
Signed
2022-06-17
Discuss with paid preparer
Yes

Preparer

Firm
Charles Madden Pc
Address
850 FORT WAYNE AVE, INDIANAPOLIS, IN 46204
Preparer
Daniel Marsh
Phone
3172660480
Raw XML AppendixShowing 400 of 755 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMAZON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5COMCAST
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10INTUITIVE SURGICAL INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13LIVENT CORP COM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2CUSTER COURT-MCDONALD PARTNERS, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3TEI DIVERSIFIED INCOME & OPPORTUNITY
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5FIRST TRUST CAPITAL STRENGTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6FIRST TRUST VI NASDAQ
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7FIRST TRUST VALUE LINE DIVID INDEX F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8FIRST TRUST MORNINSTAR DIVIDEND LDRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9FIRST TRUST ETF IV TACTICAL HIGH YIE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10FT 8317 CAP STRENGTH BUY-WRITE PORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11FT 7932 S&P DIVID ARISTOCRATS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12FT 7988 CBOE VEST LARGE CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13FT TR EXCHANGE III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14FT TR EXCHAGE IV SENIOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15PRUDENTIAL LIFE INSURANCE AGP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16FRANKLIN TEMPLETON ETF TR LIBERTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt020039
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17353
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
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IRS990PF/AddressChangeInd0X
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PAYMENT IN LIEU OF DIVS - T
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1PAYMENT IN LIEU OF DIVS - C
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2PAYMENT IN LIEU OF DIVS - A
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3TO RECONCILE
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc6KBS REIT
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt020338
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0824732
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01437
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt05875
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0140
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0210070
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt027674
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0264
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0161264
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt05526
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0161264
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0194100
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt027674
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0565447
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02583
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0373
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0368764
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.25$0.27$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.22$0.24$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.16$0.23$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.57$0.20$0.37
2020Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.00$0.19$0.19
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.02$0.15$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.26$0.12$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.17$0.24$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.21$0.15$0.14$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.22$0.17$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.22$0.09$0.13
2013Summary only. Only limited summary data is available for this year.$1.03$0.00$0.24$0.06$0.18
2012Summary only. Only limited summary data is available for this year.$0.85$0.00$0.15$0.04$0.10
2011Summary only. Only limited summary data is available for this year.$0.74$0.00$0.03$0.05$0.02
2010Summary only. Only limited summary data is available for this year.$0.76$0.00$0.02$0.05$0.03