Civic Intelligence

Elizabeth Roe Dunning Club

990PF • Fiscal year 2017 • EIN 23-6272297

Apr 01, 2016 to Mar 31, 2017 • Filed on Feb 26, 2018

Organization Profile
412 Valley View RoadMedia, PA 19063

(302) 743-8811

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

3rd percentile

-264%

Higher net margin than 3% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

26th percentile

-11%

Faster asset growth than 26% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

22nd percentile

-20%

Faster revenue growth than 22% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$45,927

Down $5,723 (-11%) from 2016

Net Assets

Down

$45,927

Down $5,723 (-11%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin3rd percentile

Revenue

Down

$2,438

Down $622 (-20%) from 2016

Expenses

Down

$8,871

Down $4,187 (-32%) from 2016

Net Income

Up

-$6,433

Up $3,565 (+36%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$80K$60K$40K$20K$0Assets 2014: $71,699Liabilities 2014: $0Net Assets 2014: $71,6992014Assets 2015: $63,953Liabilities 2015: $0Net Assets 2015: $63,9532015Assets 2016: $51,650Liabilities 2016: $0Net Assets 2016: $51,6502016Assets 2017: $45,927Liabilities 2017: $0Net Assets 2017: $45,9272017Assets 2018: $38,682Liabilities 2018: $0Net Assets 2018: $38,6822018Assets 2019: $32,373Liabilities 2019: $0Net Assets 2019: $32,3732019Assets 2020: $27,408Liabilities 2020: $0Net Assets 2020: $27,4082020Assets 2021: $31,821Liabilities 2021: $0Net Assets 2021: $31,8212021Assets 2022: $30,390Liabilities 2022: $0Net Assets 2022: $30,3902022Assets 2023: $26,784Liabilities 2023: $0Net Assets 2023: $26,7842023Assets 2024: $27,034Liabilities 2024: $0Net Assets 2024: $27,0342024Assets 2025: $26,990Liabilities 2025: $0Net Assets 2025: $26,9902025

Highlighted filing

2017

Assets$45,927
Liabilities$0
Net Assets$45,927
Open 2017 Filing

Operations Trend

Revenue Growth22nd percentile

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

$20K$10K$0-$10KRevenue 2014: $2,547Expenses 2014: $6,387Net Income 2014: -$3,8402014Revenue 2015: $3,448Expenses 2015: $13,354Net Income 2015: -$9,9062015Revenue 2016: $3,060Expenses 2016: $13,058Net Income 2016: -$9,9982016Revenue 2017: $2,438Expenses 2017: $8,871Net Income 2017: -$6,4332017Revenue 2018: $2,872Expenses 2018: $10,351Net Income 2018: -$7,4792018Revenue 2019: $2,278Expenses 2019: $8,561Net Income 2019: -$6,2832019Revenue 2020: $2,198Expenses 2020: $3,970Net Income 2020: -$1,7722020Revenue 2021: $1,768Expenses 2021: $3,675Net Income 2021: -$1,9072021Revenue 2022: $1,465Expenses 2022: $1,920Net Income 2022: -$4552022Revenue 2023: $1,332Expenses 2023: $2,585Net Income 2023: -$1,2532023Revenue 2024: $1,999Expenses 2024: $3,525Net Income 2024: -$1,5262024Revenue 2025: $2,848Expenses 2025: $2,549Net Income 2025: $2992025

Highlighted filing

2017

Revenue$2,438
Expenses$8,871
Net Income-$6,433
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Feb 26, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH PASSANANTE RODRIGUEZPresident-$0--
SIGRID NOLANVice President-$0--
DIANE DAVISRec. Secretary-$0--
ELIZABETH GERHARTCorres. Secretary-$0--
SYLVIA REIDTreasurer-$0--
SHIRLEY GAYAssist. Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Elizabeth Roe Dunning Club
EIN
23-6272297
Phone
3027438811
Address
412 VALLEY VIEW ROAD, MEDIA, PA 19063

Signing Officer

Name
Shirley Gay
Title
Treasurer
Phone
3027438811
Signed
2018-02-26

Preparer

Firm
Financial Strategies Advisory
Address
589 Bethlehem Pike Suite 100 P O Bo, Montgomeryville, PA 18936-0899
Preparer
Timothy M Cupitt CPA
Phone
2159975700
Raw XML Appendix327 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ELIZABETH PASSANANTE RODRIGUEZ
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DIANE DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ELIZABETH GERHART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4SYLVIA REID
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5SHIRLEY GAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2REC. SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3CORRES. SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TREASURER
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SHIRLEY GAY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0412 VALLEY VIEW ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MEDIA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019063
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03027438811
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0OPEN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SHRILEY GAY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03027438811
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0412 VALLEY VIEW ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MEDIA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd019063
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0AWARDS MADE ONLY TO THOSE WHO ARE MEDICALLY BLIND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06331
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To enable participationin activities for blind
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0134 Sutton Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Ardmore
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019003
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06331
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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/DistributableAsAdjustedAmt02450
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt011985
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012312
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0977
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0829
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01971
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01971
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt027668
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01565
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011985
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012312
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0977
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0829
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01565
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01565
IRS990PF/UndistributedIncomeGrp/Taxable2Amt02711
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt029639
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt028074
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02450
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02711
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CLERICAL ASSISTANT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0281
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt112
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2297
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0281
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt112
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2297
OtherIncomeSchedule2/OtherIncomeDetail/Desc0DUES
OtherIncomeSchedule2/OtherIncomeDetail/Desc1LUNCHEONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc2MISCELLANEOUS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0504
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1410
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2209
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0710
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN/(LOSS) ON SECURITIES HELD
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHIRLEY GAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03027438811
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELIZABETH ROE DUNNING CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ELIZ
ReturnHeader/Filer/EIN0236272297
ReturnHeader/Filer/PhoneNum03027438811
ReturnHeader/Filer/USAddress/AddressLine1Txt0412 VALLEY VIEW ROAD
ReturnHeader/Filer/USAddress/CityNm0MEDIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019063
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A244611528C8D709EE62055EA020709A047EC8C9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F487ECDA755E488E94E8DB31264BA75C822FEC1D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.124.128.2
ReturnHeader/FilingSecurityInformation/IPDt02018-02-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:21:31
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Financial Strategies Advisory
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0589 Bethlehem Pike Suite 100 P O Bo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Montgomeryville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0189360899
ReturnHeader/PreparerPersonGrp/PhoneNum02159975700
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY M CUPITT CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-02-27T14:21:42-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$45,927
Liabilities
$0
Net assets
$45,927
Revenue
$2,438
Expenses
$8,871
Net income
-$6,433
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$27.0$0.00$27.0$2.85$2.55$0.30
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.0$0.00$27.0$2.00$3.53$1.53
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.8$0.00$26.8$1.33$2.59$1.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.4$0.00$30.4$1.47$1.92$0.46
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.8$0.00$31.8$1.77$3.68$1.91
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.4$0.00$27.4$2.20$3.97$1.77
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.4$0.00$32.4$2.28$8.56$6.28
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.7$0.00$38.7$2.87$10.4$7.48
2017Detailed filing. Detailed filing data is available for this year.$45.9$0.00$45.9$2.44$8.87$6.43
2016Detailed filing. Detailed filing data is available for this year.$51.7$0.00$51.7$3.06$13.1$10.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.0$0.00$64.0$3.45$13.4$9.91
2014Detailed filing. Detailed filing data is available for this year.$71.7$0.00$71.7$2.55$6.39$3.84
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • <$500k nonprofits