Civic Intelligence

The Craig-Dalsimer Fund

EIN 23-2714023 • Haverford, PA

Revoked

Profile

Revocation date: Jul 15, 2023

429 Montgomery Avenue No C402Haverford, PA 19041
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2020

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2020

Net Margin

6th percentile

-416%

Higher net margin than 6% of similar nonprofits.

<$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets63rd percentile

Assets

$42,623

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$42,623

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin6th percentile

Revenue

$823

No earlier filing loaded for comparison.

Expenses

$4,244

No earlier filing loaded for comparison.

Net Income

-$3,421

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2020: $42,623Liabilities 2020: $0Net Assets 2020: $42,6232020

Highlighted filing

2020

Assets$42,623
Liabilities$0
Net Assets$42,623
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0K$4.0K$2.0K$0-$2.0K-$4.0KRevenue 2020: $823Expenses 2020: $4,244Net Income 2020: -$3,4212020

Highlighted filing

2020

Revenue$823
Expenses$4,244
Net Income-$3,421
Open 2020 Filing

Filings

Most recent year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,623
Liabilities
$0
Net assets
$42,623
Revenue
$823
Expenses
$4,244
Net income
-$3,421
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$42.6$0.00$42.6$0.82$4.24$3.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Mar 1, 2019 to Feb 29, 2020
Signed
Dec 23, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR LIDA FREEMANChairman/Secretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Craig-dalsimer Fund
EIN
23-2714023
Phone
6106423851
Address
429 MONTGOMERY AVENUE NO C402, HAVERFORD, PA 19041

Signing Officer

Name
Lida Freeman
Title
Chairman
Phone
6106423851
Signed
2020-12-23
Discuss with paid preparer
Yes

Preparer

Firm
Isdaner & Company LLC
Address
THREE BALA PLAZA SUITE 501 WEST, BALA CYNWYD, PA 19004-3484
Preparer
Jonathan Hoffman CPA
Phone
6106684200
Raw XML Appendix261 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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