Civic Intelligence

The Daniel Veloric Foundation

EIN 23-7850850 • Bala Cynwyd, PA

TWO BALA PLAZA Suite 300Bala Cynwyd, PA 19004
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2021

Net Margin

96th percentile

90%

Higher net margin than 96% of similar nonprofits.

<$500k nonprofits • Source year 2021

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 2021

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Using 2021 Form 990PF data because the latest 2023 filing does not report standard financial totals.

Assets

Down

$0

Down $8,759,448 (-100%) from 2020

Liabilities

Down

$0

Down $834,535 (-100%) from 2020

Net Assets

Down

$0

Down $7,924,913 (-100%) from 2020

Revenue

Up

$406,522

Up $440,239 (+1306%) from 2020

Expenses

Down

$39,201

Down $156,821 (-80%) from 2020

Net Income

Up

$367,321

Up $597,060 (+260%) from 2020

Trend Graphs

Balance Sheet Trend

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

$10M$5.0M$0Assets 2019: $9,541,581Liabilities 2019: $1,333,692Net Assets 2019: $8,207,8892019Assets 2020: $8,759,448Liabilities 2020: $834,535Net Assets 2020: $7,924,9132020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Latest loaded filing

2021

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2019: $1,660,294Expenses 2019: $1,451,257Net Income 2019: $209,0372019Revenue 2020: -$33,717Expenses 2020: $196,022Net Income 2020: -$229,7392020Revenue 2021: $406,522Expenses 2021: $39,201Net Income 2021: $367,3212021

Latest loaded filing

2021

Revenue$406,522
Expenses$39,201
Net Income$367,321

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 8, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
The Daniel Veloric Foundation
EIN
23-7850850
In Care Of
% MICHAEL VELORIC
Phone
6106642200
Address
TWO BALA PLAZA Suite 300, BALA CYNWYD, PA 19004

Signing Officer

Name
Michael Veloric
Title
Director
Phone
6106642200
Signed
2024-11-08
Discuss with paid preparer
Yes

Preparer

Firm
PwC US Tax LLP
Address
2001 MARKET ST SUITE 1800, PHILADELPHIA, PA 19103
Preparer
Robert Friz partner
Phone
2673303000
Raw XML Appendix57 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.

Path#Value
IRS990T/AddressChangeInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt00
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MICHAEL VELORIC
IRS990T/BooksInCareOfDetail/PhoneNum06106642200
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0130 PRESIDENTIAL BLVD SUITE 210
IRS990T/BooksInCareOfDetail/USAddress/CityNm0BALA CYNWYD
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd019004
IRS990T/BookValueAssetsEOYAmt00
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/ItmzdSupplementalInfoGrp/ExplanationTxt0THE ORGANIZATION IS FILING FORM 990-T IN ORDER TO REQUEST A REFUND OF
IRS990T/ItmzdSupplementalInfoGrp/LineNum011
IRS990T/ItmzdSupplementalInfoGrp/PartNum0III
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/OverpaymentAmt0371264
IRS990T/OverpaymentSection/RefundAmt0371264
IRS990T/PriorYearOverpaymentCreditAmt0371264
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalPaymentsAmt0371264
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL VELORIC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06106642200
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DANIEL VELORIC FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DANI
ReturnHeader/Filer/EIN0237850850
ReturnHeader/Filer/InCareOfNm0% MICHAEL VELORIC
ReturnHeader/Filer/PhoneNum06106642200
ReturnHeader/Filer/USAddress/AddressLine1Txt0TWO BALA PLAZA Suite 300
ReturnHeader/Filer/USAddress/CityNm0BALA CYNWYD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019004
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PwC US Tax LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02001 MARKET ST SUITE 1800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019103
ReturnHeader/PreparerPersonGrp/PhoneNum02673303000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Friz partner
ReturnHeader/ReturnTs02024-11-20T12:25:05-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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