Civic Intelligence

The Eustace Foundation Co Cabrini Asset Management Inc

990PF • Fiscal year 2017 • EIN 22-2664349

Oct 01, 2016 to Sep 30, 2017 • Filed on Mar 29, 2018

Organization Profile
700 S Henderson RoadKing Of Prussia, PA 19406

(610) 832-0880

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

4th percentile

-91%

Higher net margin than 4% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

9th percentile

-7.9%

Faster asset growth than 9% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

13th percentile

-17%

Faster revenue growth than 13% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$13,244,710

Down $1,135,203 (-7.9%) from 2016

Net Assets

Down

$13,244,710

Down $1,135,203 (-7.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin4th percentile

Revenue

Down

$1,252,238

Down $247,587 (-17%) from 2016

Expenses

Up

$2,387,441

Up $303,122 (+15%) from 2016

Net Income

Down

-$1,135,203

Down $550,709 (-94%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $17,121,741Liabilities 2011: $02011Assets 2012: $18,363,759Liabilities 2012: $02012Assets 2013: $17,486,141Liabilities 2013: $02013Assets 2014: $16,701,647Liabilities 2014: $02014Assets 2015: $14,964,407Liabilities 2015: $02015Assets 2016: $14,379,913Liabilities 2016: $0Net Assets 2016: $14,379,9132016Assets 2017: $13,244,710Liabilities 2017: $0Net Assets 2017: $13,244,7102017Assets 2018: $12,267,138Liabilities 2018: $0Net Assets 2018: $12,267,1382018Assets 2019: $13,084,375Liabilities 2019: $0Net Assets 2019: $13,084,3752019Assets 2020: $13,176,624Liabilities 2020: $0Net Assets 2020: $13,176,6242020Assets 2021: $14,792,487Liabilities 2021: $0Net Assets 2021: $14,792,4872021Assets 2022: $13,872,646Liabilities 2022: $0Net Assets 2022: $13,872,6462022Assets 2023: $11,926,881Liabilities 2023: $0Net Assets 2023: $11,926,8812023

Highlighted filing

2017

Assets$13,244,710
Liabilities$0
Net Assets$13,244,710
Open 2017 Filing

Operations Trend

Revenue Growth13th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,213,038Expenses 2011: $1,330,621Net Income 2011: -$117,5832011Revenue 2012: $3,140,671Expenses 2012: $1,393,609Net Income 2012: $1,747,0622012Revenue 2013: $718,003Expenses 2013: $1,556,818Net Income 2013: -$838,8152013Revenue 2014: $400,513Expenses 2014: $2,211,943Net Income 2014: -$1,811,4302014Revenue 2015: $1,166,359Expenses 2015: $2,876,896Net Income 2015: -$1,710,5372015Revenue 2016: $1,499,825Expenses 2016: $2,084,319Net Income 2016: -$584,4942016Revenue 2017: $1,252,238Expenses 2017: $2,387,441Net Income 2017: -$1,135,2032017Revenue 2018: $1,030,874Expenses 2018: $2,008,446Net Income 2018: -$977,5722018Revenue 2019: $2,349,922Expenses 2019: $1,532,685Net Income 2019: $817,2372019Revenue 2020: $837,243Expenses 2020: $744,994Net Income 2020: $92,2492020Revenue 2021: $2,953,491Expenses 2021: $1,337,628Net Income 2021: $1,615,8632021Revenue 2022: $458,542Expenses 2022: $1,378,383Net Income 2022: -$919,8412022Revenue 2023: $82,331Expenses 2023: $2,028,096Net Income 2023: -$1,945,7652023

Highlighted filing

2017

Revenue$1,252,238
Expenses$2,387,441
Net Income-$1,135,203
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Mar 29, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J EUSTACE WOLFINGTONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Eustace Foundation
EIN
22-2664349
Address
700 S HENDERSON ROAD, KING OF PRUSSIA, PA 19406

Signing Officer

Name
J Eustace Wolfington
Title
Trustee
Signed
2018-03-29
Discuss with paid preparer
Yes

Preparer

Firm
Stein Feldman & Sampson LLC
Address
531 Plymouth Road Suite 529, Plymouth Meeting, PA 19462
Preparer
Robert Orr
Phone
6108320880
Raw XML Appendix278 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/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0494822
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0494822
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01481713
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01735244
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0437568
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01318217
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01318217
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04907302
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01252777
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01481713
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01735244
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0437568
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01747599
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01252777
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06225519
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04972742
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0595523
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CSV LIFE INSURANCE POLICY
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0279151
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0279151
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE PREMIUMS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MANAGMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0593257
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt146585
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt028499
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt028499
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt028499
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0J EUSTACE WOLFINGTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE EUSTACE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO CABRINI ASSET MANAGEMENT INC
ReturnHeader/Filer/BusinessNameControlTxt0EUST
ReturnHeader/Filer/EIN0222664349
ReturnHeader/Filer/USAddress/AddressLine1Txt0700 S HENDERSON ROAD
ReturnHeader/Filer/USAddress/CityNm0KING OF PRUSSIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019406
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stein Feldman & Sampson LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0531 Plymouth Road Suite 529
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Plymouth Meeting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019462
ReturnHeader/PreparerPersonGrp/PhoneNum06108320880
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Orr
ReturnHeader/ReturnTs02018-03-29T12:09:57-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,244,710
Liabilities
$0
Net assets
$13,244,710
Revenue
$1,252,238
Expenses
$2,387,441
Net income
-$1,135,203
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.08$2.03$1.95
2022Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$0.46$1.38$0.92
2021Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$2.95$1.34$1.62
2020Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$0.84$0.74$0.09
2019Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$2.35$1.53$0.82
2018Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$1.03$2.01$0.98
2017Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$1.25$2.39$1.14
2016Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$1.50$2.08$0.58
2015Summary only. Only limited summary data is available for this year.$15.0$0.00$1.17$2.88$1.71
2014Summary only. Only limited summary data is available for this year.$16.7$0.00$0.40$2.21$1.81
2013Summary only. Only limited summary data is available for this year.$17.5$0.00$0.72$1.56$0.84
2012Summary only. Only limited summary data is available for this year.$18.4$0.00$3.14$1.39$1.75
2011Summary only. Only limited summary data is available for this year.$17.1$0.00$1.21$1.33$0.12