Civic Intelligence

Herbert E & Daisy a Stride Memorial Foundation

990PF • Fiscal year 2014 • EIN 23-7097640

Jan 01, 2014 to Dec 31, 2014 • Filed on May 13, 2015

50 Memorial BoulevardNewport, RI 02840

(401) 847-1615

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

5th percentile

-103%

Higher net margin than 5% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$525

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

25th percentile

-3.2%

Faster asset growth than 25% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

10th percentile

-36%

Faster revenue growth than 10% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Down

$1,790,138

Down $58,781 (-3.2%) from 2013

Net Assets

Down

$1,790,138

Down $58,781 (-3.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$56,896

Down $31,925 (-36%) from 2013

Expenses

Down

$115,677

Down $2,668 (-2.3%) from 2013

Net Income

Down

-$58,781

Down $29,257 (-99%) from 2013

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,702,306Liabilities 2010: $647Net Assets 2010: $1,701,6592010Assets 2011: $1,744,134Liabilities 2011: $0Net Assets 2011: $1,744,1342011Assets 2012: $1,880,478Liabilities 2012: $2,035Net Assets 2012: $1,878,4432012Assets 2013: $1,848,919Liabilities 2013: $0Net Assets 2013: $1,848,9192013Assets 2014: $1,790,138Liabilities 2014: $0Net Assets 2014: $1,790,1382014Assets 2015: $1,760,341Liabilities 2015: $0Net Assets 2015: $1,760,3412015Assets 2016: $1,667,795Liabilities 2016: $4Net Assets 2016: $1,667,7912016Assets 2017: $1,666,787Liabilities 2017: $1,087Net Assets 2017: $1,665,7002017Assets 2018: $1,730,832Liabilities 2018: $1,253Net Assets 2018: $1,729,5792018Assets 2019: $1,642,724Liabilities 2019: $810Net Assets 2019: $1,641,9142019Assets 2020: $1,564,273Liabilities 2020: $443Net Assets 2020: $1,563,8302020Assets 2021: $1,637,417Liabilities 2021: $0Net Assets 2021: $1,637,4172021Assets 2022: $1,710,971Liabilities 2022: $0Net Assets 2022: $1,710,9712022Assets 2023: $1,614,950Liabilities 2023: $0Net Assets 2023: $1,614,9502023Assets 2024: $1,620,669Liabilities 2024: $0Net Assets 2024: $1,620,6692024

Highlighted filing

2014

Assets$1,790,138
Liabilities$0
Net Assets$1,790,138

Operations Trend

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

$200K$100K$0-$100KExpenses 2010: $121,8682010Expenses 2011: $110,2082011Expenses 2012: $115,0242012Revenue 2013: $88,821Expenses 2013: $118,345Net Income 2013: -$29,5242013Revenue 2014: $56,896Expenses 2014: $115,677Net Income 2014: -$58,7812014Revenue 2015: $80,596Expenses 2015: $110,393Net Income 2015: -$29,7972015Revenue 2016: $35,058Expenses 2016: $127,608Net Income 2016: -$92,5502016Revenue 2017: $125,259Expenses 2017: $127,350Net Income 2017: -$2,0912017Revenue 2018: $110,863Expenses 2018: $108,961Net Income 2018: $1,9022018Revenue 2019: $88,799Expenses 2019: $113,392Net Income 2019: -$24,5932019Revenue 2020: $41,024Expenses 2020: $119,129Net Income 2020: -$78,1052020Revenue 2021: $154,650Expenses 2021: $79,653Net Income 2021: $74,9972021Revenue 2022: $137,392Expenses 2022: $63,838Net Income 2022: $73,5542022Revenue 2023: $64,969Expenses 2023: $160,638Net Income 2023: -$95,6692023Revenue 2024: $129,976Expenses 2024: $121,847Net Income 2024: $8,1292024

Highlighted filing

2014

Revenue$56,896
Expenses$115,677
Net Income-$58,781
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 13, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARG WallaceDirector-$525-$525
CP ShoemakerDirector-$525-$525
WD LevinDirector-$525-$525
J SalmDirector-$525-$525
Filing and Contact Details

Filer

Filer Name
Herbert E & Daisy A Stride Memorial FD
EIN
23-7097640
Phone
4018471615
Address
50 Memorial Boulevard, Newport, RI 02840

Signing Officer

Name
ARG Wallace
Title
Director
Signed
2015-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Adam Financial LLP
Address
41 Long Wharf Mall, Newport, RI 02840
Preparer
Jeffrey C Adam CPA
Phone
4018461993
Raw XML AppendixShowing 400 of 417 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/PersonNm1CP Shoemaker
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Educational
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Educational
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Educational
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1East Bay Community Action Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Lucy's Hearth
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Newport Community School CNA Progra
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Planned Parenthood of Rhode Island
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Reading Reaps RewardsNewport Partne
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Rhode Island Public Radio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Salve Regina University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8Warren Alpert Medical SchoolBrown U
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9Women's Resource Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10Women Infants Middletown Facility
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11Pell Elementary School Health Cente
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0400 East Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1100 Bullocks Point Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2913 West Main Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt315 Wickham Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 41059
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt515 Wickham Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61 Union Station
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7Ochre Point Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81194 East Main Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9Box G-A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10114 Touro Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11333 Valley Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1235 Dexter Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Warwick
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1East Providence
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Middletown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Newport
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Providence
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Newport
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Providence
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Newport
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Portsmouth
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Providence
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Newport
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Middletown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12Newport
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002886
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202840
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302840
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402940
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd502840
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd702840
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd902912
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1002840
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1102842
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1202840
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03509
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06804
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt083153
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt019234
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt013177
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt013177
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0208519
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt095819
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03509
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06804
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt083153
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019234
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt095819
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt095819
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0221696
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0125877
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0549
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0549
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt014970
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt014970
TaxesSchedule/TaxesDetail/Amt0521
TaxesSchedule/TaxesDetail/Amt12867
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Income Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0521
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12867
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ARG Wallace
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Herbert E & Daisy A Stride Memorial FD
ReturnHeader/Filer/BusinessNameControlTxt0HERB
ReturnHeader/Filer/EIN0237097640

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.13$0.12$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.06$0.16$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.14$0.06$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.15$0.08$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.04$0.12$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.09$0.11$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.11$0.11$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.13$0.13$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.04$0.13$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.08$0.11$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.06$0.12$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.09$0.12$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.12
2011Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.11
2010Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.12