Civic Intelligence

Donley Foundation-Ud Dtd 12-8-86

990PF • Fiscal year 2017 • EIN 23-6859909

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 30, 2018

Organization Profile
16 E Lancaster Ave No 102Ardmore, PA 19003

(610) 896-3868

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

85th percentile

40%

Higher net margin than 85% 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

54th percentile

5.2%

Faster asset growth than 54% of similar nonprofits.

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

Revenue Growth

97th percentile

335%

Faster revenue growth than 97% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$10,948,872

Up $539,185 (+5.2%) from 2016

Net Assets

Up

$10,948,872

Up $539,185 (+5.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin85th percentile

Revenue

Up

$1,352,306

Up $1,041,297 (+335%) from 2016

Expenses

Up

$813,121

Up $1,313 (+0.2%) from 2016

Net Income

Up

$539,185

Up $1,039,984 (+208%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$30M$20M$10M$0Assets 2013: $7,755,640Liabilities 2013: $0Net Assets 2013: $7,755,6402013Assets 2014: $11,255,493Liabilities 2014: $0Net Assets 2014: $11,255,4932014Assets 2015: $10,910,486Liabilities 2015: $0Net Assets 2015: $10,910,4862015Assets 2016: $10,409,687Liabilities 2016: $0Net Assets 2016: $10,409,6872016Assets 2017: $10,948,872Liabilities 2017: $0Net Assets 2017: $10,948,8722017Assets 2018: $25,208,345Liabilities 2018: $0Net Assets 2018: $25,208,3452018Assets 2019: $28,686,473Liabilities 2019: $0Net Assets 2019: $28,686,4732019Assets 2020: $24,236,079Liabilities 2020: $0Net Assets 2020: $24,236,0792020Assets 2021: $24,493,791Liabilities 2021: $0Net Assets 2021: $24,493,7912021Assets 2022: $22,884,220Liabilities 2022: $0Net Assets 2022: $22,884,2202022Assets 2023: $28,097,227Liabilities 2023: $0Net Assets 2023: $28,097,2272023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2017

Assets$10,948,872
Liabilities$0
Net Assets$10,948,872
Open 2017 Filing

Operations Trend

Revenue Growth97th percentile

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

$40M$20M$0-$20M-$40MRevenue 2013: $274,200Expenses 2013: $554,469Net Income 2013: -$280,2692013Revenue 2014: $4,275,794Expenses 2014: $735,437Net Income 2014: $3,540,3572014Revenue 2015: $463,249Expenses 2015: $804,143Net Income 2015: -$340,8942015Revenue 2016: $311,009Expenses 2016: $811,808Net Income 2016: -$500,7992016Revenue 2017: $1,352,306Expenses 2017: $813,121Net Income 2017: $539,1852017Revenue 2018: $15,614,974Expenses 2018: $1,238,655Net Income 2018: $14,376,3192018Revenue 2019: $4,432,965Expenses 2019: $1,514,210Net Income 2019: $2,918,7552019Revenue 2020: $181,040Expenses 2020: $4,631,434Net Income 2020: -$4,450,3942020Revenue 2021: $2,128,623Expenses 2021: $1,870,911Net Income 2021: $257,7122021Revenue 2022: $438,898Expenses 2022: $2,048,469Net Income 2022: -$1,609,5712022Revenue 2023: $7,186,816Expenses 2023: $1,973,809Net Income 2023: $5,213,0072023Revenue 2024: $190,189Expenses 2024: $28,287,416Net Income 2024: -$28,097,2272024

Highlighted filing

2017

Revenue$1,352,306
Expenses$813,121
Net Income$539,185
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 30, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTHA DONLEY ROBBChair-$0--
JOHN W DONLEY ESQTrustee-$0--
THOMAS E DONLEY ESQTrustee-$0--
JENNIFER DONLEY CONVEYTrustee-$0--
EDWARD S DONLEYTrustee-$0--
W GAVIN ROBBTrustee-$0--
CATIE SKEHANTrustee-$0--
CARA DONLEYTrustee-$0--
EDWARD J DONLEY DECEASED 4117Trustee Emeritus-$0--
DAPHNE ROWEExecutive DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Donley Foundation-ud Dtd 12-8-86
EIN
23-6859909
Phone
6108963868
Address
16 E LANCASTER AVE NO 102, ARDMORE, PA 19003

Signing Officer

Name
John Donley
Title
Chair
Phone
6108963868
Signed
2018-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
610 W GERMANTOWN PIKE STE 400, PLYMOUTH MEETING, PA 19462
Preparer
Bruce Braunewellcpa
Phone
2156433900
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43UNITED PARCEL SERVICE INC CL B 1,010 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44UNITED TECHNOLOGIES CORP 2,745 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45UNITEDHEALTH GROUP INC COM 1,075 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46US BANCORP DEL COM NEW 1,902 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47VERIZON COMMUNICATIONS INC COM 2,185 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48WELLS FARGO & CO NEW COM 2,980 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49BLACKROCK STRATEGIC INC OPP 9756.09 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ISHARES BARCLAYS MBS BD 932 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51ISHARES CORE MSCI EAFE ETF 9,294 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52ISHARES CORE MSCI EMERGING 20,544 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53ISHARES S&P MIDCAP 400 INDEX 2,373 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54ISHARES S&P SMALLCAP 600 FND 7,864 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55JPMORGAN ALERIAN MLP INDEX ETN 10,148 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56POWERSHARES BUILD AMERICA BOND PORTFOLIO ETF 3,327 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57VANGUARD FTSE ALL WORLD EX-US SMALL-CAP ETF 1,875 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58VANGUARD FTSE EUROPE ETF 5,685 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59VANGUARD FTSE PACIFIC ETF 4,604 SH
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0335210
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0333113
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0187850
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1119623
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FUGIO VC FUND IV LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FUGIO VC FUND V LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0173927
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1146941
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0296681
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0140804
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt060525
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0498010
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0498010
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05163
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01450
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06613
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0154584
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0619250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0619250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0854296
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0297502
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0296681
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0539185
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01847465
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0140804
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0296302
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt06108
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt066065
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt065403
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0213
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt060525
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt022000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt088480
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0110480
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0663896
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0155997
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0813121
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0452299
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01352306
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt044646
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0155997
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0193871
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt011375
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt011375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01706661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1802
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0140804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-802
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt214582
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0140804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-802
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt214582
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01847465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt114582
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LP EIN:16-1676738
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LP EIN:20-3663487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0154584
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0539185
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010948872
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt010409687
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010948872
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0592545
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0592545
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0592545
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0598471
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05926
IRS990PF/DistributableAmountGrp/TotalTaxAmt05926
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03133
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04559
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt04500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05926
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03133
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05926
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05926
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt09059
IRS990PF/FMVAssetsEOYAmt013567373
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt010409687
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt010948872
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01974178
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01525234
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01551860
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07831914
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt08468719
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt011049296
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0363736
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0307473
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0320868
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0239859
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0312236
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0312236
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010409687
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt010948872
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt013567373
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010409687
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt010948872
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt010409687
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt010948872
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0335210
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0333113
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt012151695
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0369206
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt011461621
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0182275
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0320868
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0598471
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt011969420
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt012151695
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0HAVERFORD QUALITY INVESTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1PEMBROKE PHILANTHROPY ADVISORS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt055480
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt155000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1FOUNDATION MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0THREE RADNOR CORP CTR STE 450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt116 E LANCASTER AVE STE 102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0RADNOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1ARDMORE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd0190874546
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd119003
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$10,948,872
Liabilities
$0
Net assets
$10,948,872
Revenue
$1,352,306
Expenses
$813,121
Net income
$539,185
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.19$28.3$28.1
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.1$0.00$28.1$7.19$1.97$5.21
2022Detailed filing. Detailed filing data is available for this year.$22.9$0.00$22.9$0.44$2.05$1.61
2021Detailed filing. Detailed filing data is available for this year.$24.5$0.00$24.5$2.13$1.87$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.2$0.00$24.2$0.18$4.63$4.45
2019Detailed filing. Detailed filing data is available for this year.$28.7$0.00$28.7$4.43$1.51$2.92
2018Detailed filing. Detailed filing data is available for this year.$25.2$0.00$25.2$15.6$1.24$14.4
2017Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$1.35$0.81$0.54
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$0.00$10.4$0.31$0.81$0.50
2015Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.46$0.80$0.34
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.3$0.00$11.3$4.28$0.74$3.54
2013Detailed filing. Detailed filing data is available for this year.$7.76$0.00$7.76$0.27$0.55$0.28