Civic Intelligence

Clarence and Anne Dillon Dunwalke Trust

990PF • Fiscal year 2014 • EIN 23-7043773

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 10, 2014

c/o Keswick Management 99 Park Ave10016

(212) 315-8300

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.

2014 filings • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

12th percentile

0.00x

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

2014 filings • $25M-$50M nonprofits • Source year 2014

Net Margin

9th percentile

-26%

Higher net margin than 9% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

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

2014 filings • $25M-$50M nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

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

Source year 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Assets

$26,172,061

No earlier filing loaded for comparison.

Net Assets

$26,172,061

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$1,636,401

No earlier filing loaded for comparison.

Expenses

$2,064,591

No earlier filing loaded for comparison.

Net Income

-$428,190

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2014: $26,172,061Liabilities 2014: $0Net Assets 2014: $26,172,0612014Assets 2015: $26,957,013Liabilities 2015: $0Net Assets 2015: $26,957,0132015Assets 2016: $26,560,475Liabilities 2016: $0Net Assets 2016: $26,560,4752016Assets 2017: $27,819,105Liabilities 2017: $0Net Assets 2017: $27,819,1052017Assets 2018: $29,892,129Liabilities 2018: $0Net Assets 2018: $29,892,1292018Assets 2019: $29,762,853Liabilities 2019: $0Net Assets 2019: $29,762,8532019Assets 2020: $29,533,555Liabilities 2020: $0Net Assets 2020: $29,533,5552020Assets 2021: $28,911,953Liabilities 2021: $0Net Assets 2021: $28,911,9532021Assets 2022: $28,651,114Liabilities 2022: $0Net Assets 2022: $28,651,1142022Assets 2023: $28,637,008Liabilities 2023: $0Net Assets 2023: $28,637,0082023Assets 2024: $28,928,455Liabilities 2024: $0Net Assets 2024: $28,928,4552024

Highlighted filing

2014

Assets$26,172,061
Liabilities$0
Net Assets$26,172,061

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $1,636,401Expenses 2014: $2,064,591Net Income 2014: -$428,1902014Revenue 2015: $1,912,981Expenses 2015: $1,128,029Net Income 2015: $784,9522015Revenue 2016: $1,291,362Expenses 2016: $1,687,900Net Income 2016: -$396,5382016Revenue 2017: $2,797,295Expenses 2017: $1,538,665Net Income 2017: $1,258,6302017Revenue 2018: $3,316,798Expenses 2018: $1,243,774Net Income 2018: $2,073,0242018Revenue 2019: $1,522,212Expenses 2019: $1,651,488Net Income 2019: -$129,2762019Revenue 2020: $1,508,293Expenses 2020: $1,737,591Net Income 2020: -$229,2982020Revenue 2021: $1,601,276Expenses 2021: $2,222,878Net Income 2021: -$621,6022021Revenue 2022: $2,183,449Expenses 2022: $2,444,288Net Income 2022: -$260,8392022Revenue 2023: $2,776,157Expenses 2023: $2,790,263Net Income 2023: -$14,1062023Revenue 2024: $2,197,861Expenses 2024: $1,906,414Net Income 2024: $291,4472024

Highlighted filing

2014

Revenue$1,636,401
Expenses$2,064,591
Net Income-$428,190
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Dec 10, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James J RuddyTrustee.&Tres.-$0--
Eileen KaneSecretary-$0--
Phyllis D CollinsTrustee-$0--
Joan M FrostTrustee-$0--
Alexandra F AllenTrustee-$0--
Robert de LuxembourgTrustee-$0--
Philip D AllenTrustee-$0--
Martin C ZetterbergTrustee-$0--
Mark Collins JrTrustee-$0--
Sophie BryanTrustee-$0--
Frances CollinsTrustee-$0--
Douglas CollinsTrustee-$0--
Katherine StillmanTrustee-$0--
Christine AllenTrustee-$0--
Andrew D AllenTrustee-$0--
Christopher D AllenTrustee-$0--
Nicholas E AllenTrustee-$0--
Theodore Caplow JrTrustee-$0--
Dorothy Caplow EchoduTrustee-$0--
Dillon BryanTrustee-$0--
Gretchen S BryanTrustee-$0--
Filing and Contact Details

Filer

EIN
23-7043773
Phone
2123158300

Signing Officer

Name
James J Ruddy
Title
Trustee.&Tres.
Signed
2014-12-10
Discuss with paid preparer
Yes

Preparer

Preparer
Katarina Kostial
Phone
2123158300
Raw XML AppendixShowing 400 of 463 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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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt022000
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt022000
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0406122
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt01025878
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-01-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2478876
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE SCHEDULE D ATTACHED - SHORT TERM
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LONG TERM CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-06-30
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01025878
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt052908
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-428190
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt026172061
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt026600251
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01651516
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01681850
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt030334
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt033378748
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0512239
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01681850
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0James J Ruddy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Eileen Kane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Phyllis D Collins
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Joan M Frost
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Alexandra F Allen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Robert de Luxembourg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Philip D Allen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Martin C Zetterberg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Mark Collins Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9Sophie Bryan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10Frances Collins
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11Douglas Collins
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm12Katherine Stillman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm13Christine Allen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm14Andrew D Allen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm15Christopher D Allen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm16Nicholas E Allen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm17Theodore Caplow Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm18Dorothy Caplow Echodu
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm19Dillon Bryan
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10James J Ruddy
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