Civic Intelligence

Cardinal Funds Inc.

990 • Fiscal year 2013 • EIN 20-5733080

Jul 01, 2012 to Jun 30, 2013 • Filed on May 15, 2014

2800 W Bethel AvenueSuite47306
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

78th percentile

16%

Faster asset growth than 78% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$2,136,399

Up $288,554 (+16%) from 2012

Net Assets

Up

$2,126,882

Up $292,350 (+16%) from 2012

Liabilities

Down

$9,517

Down $3,796 (-29%) from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$192,218

Down $46,244 (-19%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,544,880Liabilities 2010: $0Net Assets 2010: $1,544,8802010Assets 2011: $1,985,637Liabilities 2011: $343Net Assets 2011: $1,985,2942011Assets 2012: $1,847,845Liabilities 2012: $13,313Net Assets 2012: $1,834,5322012Assets 2013: $2,136,399Liabilities 2013: $9,517Net Assets 2013: $2,126,8822013Assets 2014: $2,237,253Liabilities 2014: $18,376Net Assets 2014: $2,218,8772014Assets 2015: $2,416,668Liabilities 2015: $23,560Net Assets 2015: $2,393,1082015Assets 2016: $2,368,871Liabilities 2016: $58,935Net Assets 2016: $2,309,9362016Assets 2017: $2,535,621Liabilities 2017: $54,377Net Assets 2017: $2,481,2442017Assets 2018: $2,566,447Liabilities 2018: $44,246Net Assets 2018: $2,522,2012018Assets 2019: $2,706,977Liabilities 2019: $5,366Net Assets 2019: $2,701,6112019Assets 2020: $2,258,555Liabilities 2020: $0Net Assets 2020: $2,258,5552020Assets 2021: $2,617,534Liabilities 2021: $0Net Assets 2021: $2,617,5342021Assets 2022: $2,579,849Liabilities 2022: $0Net Assets 2022: $2,579,8492022Assets 2023: $2,460,905Liabilities 2023: $0Net Assets 2023: $2,460,9052023Assets 2024: $2,828,290Liabilities 2024: $18,652Net Assets 2024: $2,809,6382024

Highlighted filing

2013

Assets$2,136,399
Liabilities$9,517
Net Assets$2,126,882

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $369,4752010Expenses 2011: $268,7602011Expenses 2012: $238,4622012Expenses 2013: $192,2182013Revenue 2014: $406,855Expenses 2014: $168,552Net Income 2014: $238,3032014Revenue 2015: $306,672Expenses 2015: $136,194Net Income 2015: $170,4782015Revenue 2016: $90,044Expenses 2016: $229,438Net Income 2016: -$139,3942016Revenue 2017: $406,218Expenses 2017: $250,768Net Income 2017: $155,4502017Revenue 2018: $285,122Expenses 2018: $212,998Net Income 2018: $72,1242018Revenue 2019: $377,008Expenses 2019: $197,598Net Income 2019: $179,4102019Revenue 2020: $156,608Expenses 2020: $346,972Net Income 2020: -$190,3642020Revenue 2021: $674,194Expenses 2021: $121,373Net Income 2021: $552,8212021Revenue 2022: $86,713Expenses 2022: $124,398Net Income 2022: -$37,6852022Revenue 2023: $25,806Expenses 2023: $144,750Net Income 2023: -$118,9442023Revenue 2024: $476,628Expenses 2024: $127,895Net Income 2024: $348,7332024

Highlighted filing

2013

Revenue-
Expenses$192,218
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 15, 2014
Return Version
2012v2.3
Gross Receipts
$518,901
Mission and Program Overview

Mission

The mission of cardinal funds inc is to hold donor advised funds that primarily support ball state university and ball state university foundation scholarship funds for current students or graduates of the university, indiana academy and burris laboratory school as well as funds for the benefit of other qualified exempt organizations that serve university students, alumni, faculty and staff.

Filing and Contact Details

Filer

EIN
20-5733080
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IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years0274744
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years01560897
IRS990ScheduleA/Total170/Total02674106
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.83$0.02$2.81$0.48$0.13$0.35
2023Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.03$0.14$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.09$0.12$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.67$0.12$0.55
2020Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.16$0.35$0.19
2019Detailed filing. Detailed filing data is available for this year.$2.71$0.01$2.70$0.38$0.20$0.18
2018Detailed filing. Detailed filing data is available for this year.$2.57$0.04$2.52$0.29$0.21$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.54$0.05$2.48$0.41$0.25$0.16
2016Detailed filing. Detailed filing data is available for this year.$2.37$0.06$2.31$0.09$0.23$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.42$0.02$2.39$0.31$0.14$0.17
2014Detailed filing. Detailed filing data is available for this year.$2.24$0.02$2.22$0.41$0.17$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.14$0.01$2.13$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$0.01$1.83$0.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$0.00$1.99$0.27
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.00$1.54$0.37