Civic Intelligence

Philanthropy Fund of America

EIN 20-8451094 • 501(c)3

7100 E Belleview Avenue 306Suite80111
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

79th percentile

0.41x

Higher debt load relative to assets than 79% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

100th percentile

45.95x

Higher debt load relative to revenue than 100% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

17th percentile

-16%

Higher net margin than 17% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

No filing with officer or executive compensation is available for this organization yet.

Asset Growth

39th percentile

0.0%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

36th percentile

0.0%

Faster revenue growth than 36% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets79th percentile

Assets

Flat

$1,761,852

Flat from 2013

Liabilities

Flat

$721,412

Flat from 2013

Net Assets

Flat

$1,040,440

Flat from 2013

Operations
Liabilities / Revenue100th percentileNet Margin17th percentile

Revenue

Flat

$15,699

Flat from 2013

Expenses

Flat

$18,170

Flat from 2013

Net Income

Flat

-$2,471

Flat from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,733,737Liabilities 2010: $906,904Net Assets 2010: $826,8332010Assets 2011: $1,650,244Liabilities 2011: $946,743Net Assets 2011: $703,5012011Assets 2012: $1,752,491Liabilities 2012: $761,070Net Assets 2012: $991,4212012Assets 2013: $1,761,852Liabilities 2013: $721,412Net Assets 2013: $1,040,4402013Assets 2014: $1,761,852Liabilities 2014: $721,412Net Assets 2014: $1,040,4402014

Highlighted filing

2014

Assets$1,761,852
Liabilities$721,412
Net Assets$1,040,440
Open 2014 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KExpenses 2010: $16,3422010Expenses 2011: $79,8122011Expenses 2012: $15,6212012Revenue 2013: $15,699Expenses 2013: $18,170Net Income 2013: -$2,4712013Revenue 2014: $15,699Expenses 2014: $18,170Net Income 2014: -$2,4712014

Highlighted filing

2014

Revenue$15,699
Expenses$18,170
Net Income-$2,471
Open 2014 Filing

Filings

Most recent year

2014 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$1,761,852
Liabilities
$721,412
Net assets
$1,040,440
Revenue
$15,699
Expenses
$18,170
Net income
-$2,471
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Summary only. Only limited summary data is available for this year.$1.76$0.72$1.04$0.02$0.02$0.00
2013Summary only. Only limited summary data is available for this year.$1.76$0.72$1.04$0.02$0.02$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.75$0.76$0.99$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.95$0.70$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.91$0.83$0.02
Latest Detailed Filing

The latest 2014 filing currently has summary financial data only. Showing the latest detailed filing from 2012 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jul 25, 2013
Return Version
2012v2.1
Gross Receipts
$161,492
Filing and Contact Details

Filer

EIN
20-8451094
Raw XML AppendixShowing 400 of 531 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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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0The Organization did not have an audit for the year ended December 31, 2012 and thus no footnote detail has been provided.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0APPLICATION OF FIN 48
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0SCHEDULE D, PART X
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IRS990ScheduleO/GeneralExplanation/Explanation0The following officers are also officers and employees of the pooled income investment advisor, versus capital advisors and its related entities: Mark Quam - director and president of Philanthropy Fund of America is also CEO of Versus Capital Advisors, Greenwood Village, Colorado William R. Fuhs - director and vice president of Philanthropy Fund of America is also COO of Versus Capital Advisors, Greenwood Village, Colorado Casey Frazier - treasurer of Philanthropy Fund of America is also chief investment officer of Versus Capital Advisors, Greenwood village, Colorado Crystal Daniels - secretary of Philanthropy Fund of America is also the SVP of finance and operations of Versus Capital Advisors, Greenwood Village, Colorado
IRS990ScheduleO/GeneralExplanation/Explanation1The bylaws provide for one class of members who will be persons who are elected or appointed from time to time as directors of the corporation and who will be considered to be the members of the corporation for the purpose of any statutory provision or rule of law relating to members of a non-stock, not-for-profit corporation. The members meet quarterly and elect directors annually.
IRS990ScheduleO/GeneralExplanation/Explanation2A copy of the Form 990 was provided to the Board of Directors before filing the return. The Treasurer reviewed the return in detail and reported to the full Board of Directors. The full Board of Directors accepted the Treasurer's recommendation to file the return with the IRS.
IRS990ScheduleO/GeneralExplanation/Explanation3The officers and directors are required annually to review the policy and complete conflict disclosure statements which are provided to all board members. Conflicts are noted in the board minutes. The disclosure statements and conflict of interest policy require the officer or director to recuse themselves from a meeting when the board reviews and votes on any matter where a conflict is noted.
IRS990ScheduleO/GeneralExplanation/Explanation4The organization does not currently pay compensation. The officers and board members will rely on the rebuttable presumption of reasonableness described under the regulations for any compensation paid by the organization in the future. The process will include obtaining independent comparable compensation data (gathered by a third party), utilization of the data by the board to make any compensation decisions, and contemporaneously documenting the process.
IRS990ScheduleO/GeneralExplanation/Explanation5THE ORGANIZATION PROVIDES ACCESS TO THE GOVERNING DOCUMENTS ON THE ORGANIZATION'S WEBSITE. THE ORGANIZATION DOES NOT PROVIDE ACCESS TO THE CONFLICT OF INTEREST P0LICY, OR THE FINACIAL STATEMENTS.
IRS990ScheduleO/GeneralExplanation/Explanation6UNREALIZED GAIN ON INVESTMENTS $102,391 ADD: CHANGE IN VALUE OF SPLIT INTEREST AGMNTS 39,658 TOTAL OTHER CHANGES IN NET ASSETS $ 142,049
IRS990ScheduleO/GeneralExplanation/Identifier0BUSINESS RELATIONSHIPS
IRS990ScheduleO/GeneralExplanation/Identifier1MEMBERS
IRS990ScheduleO/GeneralExplanation/Identifier2REVIEW OF FORM 990 BY BOARD
IRS990ScheduleO/GeneralExplanation/Identifier3Conflict of Interest Policy
IRS990ScheduleO/GeneralExplanation/Identifier4PROCESS FOR REVIEWING COMPENSATION
IRS990ScheduleO/GeneralExplanation/Identifier5DISCLOSURE
IRS990ScheduleO/GeneralExplanation/Identifier6OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, LINE 2
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, LINES 6,7A AND 7B
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, LINE 11A
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990, Part VI, Line 12
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, LINE 15
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VI, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990, PART XI, LINE 5
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IRS990ScheduleR/Form990ScheduleRPartIV/DirectControllingEntityName/BusinessNameLine15PFOA
IRS990ScheduleR/Form990ScheduleRPartIV/DirectControllingEntityName/BusinessNameLine16PFOA
IRS990ScheduleR/Form990ScheduleRPartIV/DirectControllingEntityName/BusinessNameLine17PFOA
IRS990ScheduleR/Form990ScheduleRPartIV/EIN0266298304
IRS990ScheduleR/Form990ScheduleRPartIV/EIN1266552485
IRS990ScheduleR/Form990ScheduleRPartIV/EIN2269298382
IRS990ScheduleR/Form990ScheduleRPartIV/EIN3266552548
IRS990ScheduleR/Form990ScheduleRPartIV/EIN4266298329
IRS990ScheduleR/Form990ScheduleRPartIV/EIN5266553518
IRS990ScheduleR/Form990ScheduleRPartIV/EIN6266298349
IRS990ScheduleR/Form990ScheduleRPartIV/EIN7266552506
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState0DE
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState1DE
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState2DE
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState3DE
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState4DE
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState5DE
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState6DE
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState7DE
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine10CAPITAL GROWTH LIFA
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine11CAPITAL GROWTH II LIFA
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine12REAL ESTATE LIFA
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine13REAL ESTATE II LIFA
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine14HIGH YIELD LIFA
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine15HIGH YIELD II LIFA
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine16CORE BOND LIFA
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine17CORE BOND II LIFA
IRS990ScheduleR/Form990ScheduleRPartIV/PrimaryActivity0POOLED INCOME
IRS990ScheduleR/Form990ScheduleRPartIV/PrimaryActivity1POOLED INCOME
IRS990ScheduleR/Form990ScheduleRPartIV/PrimaryActivity2POOLED INCOME
IRS990ScheduleR/Form990ScheduleRPartIV/PrimaryActivity3POOLED INCOME
IRS990ScheduleR/Form990ScheduleRPartIV/PrimaryActivity4POOLED INCOME
IRS990ScheduleR/Form990ScheduleRPartIV/PrimaryActivity5POOLED INCOME
IRS990ScheduleR/Form990ScheduleRPartIV/PrimaryActivity6POOLED INCOME
IRS990ScheduleR/Form990ScheduleRPartIV/PrimaryActivity7POOLED INCOME
IRS990ScheduleR/Form990ScheduleRPartIV/TypeOfEntity0EXEMPT
IRS990ScheduleR/Form990ScheduleRPartIV/TypeOfEntity1EXEMPT
IRS990ScheduleR/Form990ScheduleRPartIV/TypeOfEntity2EXEMPT
IRS990ScheduleR/Form990ScheduleRPartIV/TypeOfEntity3EXEMPT
IRS990ScheduleR/Form990ScheduleRPartIV/TypeOfEntity4EXEMPT
IRS990ScheduleR/Form990ScheduleRPartIV/TypeOfEntity5EXEMPT

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