Civic Intelligence

David Family Charitable Foundation

990PF • Fiscal year 2013 • EIN 23-7922429

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 22, 2014

Organization Profile
712 Radcliff Court19446

(215) 654-5161

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

6th percentile

-113%

Higher net margin than 6% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

23rd percentile

-14%

Faster asset growth than 23% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$1,426

Down $225 (-14%) from 2012

Net Assets

Down

$1,426

Down $225 (-14%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin6th percentile

Revenue

$200

No earlier filing loaded for comparison.

Expenses

Flat

$425

Flat from 2012

Net Income

-$225

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$600K$400K$200K$0Assets 2011: $2,075Liabilities 2011: $0Net Assets 2011: $2,0752011Assets 2012: $1,651Liabilities 2012: $0Net Assets 2012: $1,6512012Assets 2013: $1,426Liabilities 2013: $0Net Assets 2013: $1,4262013Assets 2014: $1,146Liabilities 2014: $0Net Assets 2014: $1,1462014Assets 2019: $581,885Liabilities 2019: $0Net Assets 2019: $581,8852019Assets 2020: $558,231Liabilities 2020: $0Net Assets 2020: $558,2312020Assets 2021: $574,898Liabilities 2021: $0Net Assets 2021: $574,8982021Assets 2022: $530,169Liabilities 2022: $0Net Assets 2022: $530,1692022Assets 2023: $524,959Liabilities 2023: $0Net Assets 2023: $524,9592023Assets 2024: $542,141Liabilities 2024: $0Net Assets 2024: $542,1412024

Highlighted filing

2013

Assets$1,426
Liabilities$0
Net Assets$1,426
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2011: $4252011Expenses 2012: $4252012Revenue 2013: $200Expenses 2013: $425Net Income 2013: -$2252013Revenue 2014: $150Expenses 2014: $430Net Income 2014: -$2802014Revenue 2019: $13,863Expenses 2019: $43,026Net Income 2019: -$29,1632019Revenue 2020: $16,961Expenses 2020: $40,615Net Income 2020: -$23,6542020Revenue 2021: $56,779Expenses 2021: $40,112Net Income 2021: $16,6672021Revenue 2022: $3,272Expenses 2022: $48,001Net Income 2022: -$44,7292022Revenue 2023: $32,571Expenses 2023: $37,781Net Income 2023: -$5,2102023Revenue 2024: $61,831Expenses 2024: $44,649Net Income 2024: $17,1822024

Highlighted filing

2013

Revenue$200
Expenses$425
Net Income-$225
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 22, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ETHEL B DAVIDTrustee-$0--
Filing and Contact Details

Filer

EIN
23-7922429
Phone
2156545161

Signing Officer

Name
Ethel David Gerber
Title
Trustee
Signed
2014-04-22
Discuss with paid preparer
Yes

Preparer

Preparer
Elissa J Kirkegard
Phone
2152490440
Raw XML Appendix172 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt0425
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0425
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0425
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0425
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0425
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0425
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-225
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0425
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0425
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0425
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0425
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0425
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0425
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-225
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01426
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01651
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01426
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt074
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt074
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt074
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt074
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt01426
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01651
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01426
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01651
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01426
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01651
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01426
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01426
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01651
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01426
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01651
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01426
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01506
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01506
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt023
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt074
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01483
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01506
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ETHEL B DAVID
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10712 RADCLIFF COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0LANSDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode0194465895
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0425
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0425
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0425
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine101016 STONEBRIDGE RD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0LOWER GWYNEDD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode019002
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10PATRICIA M DAVID ESQUIRE
IRS990PF/StatementsRegardingActyGrp/PhoneNum02156545161
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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/AppliedToCurrentYearAmt074
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt074
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0339
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0322
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0285
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01297
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0351
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0339
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0322
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0285
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0425
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0351
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01297
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0946
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ethel David Gerber
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine10DAVID FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine20CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0237922429
ReturnHeader/Filer/PhoneNum02156545161
ReturnHeader/Filer/USAddress/AddressLine10712 RADCLIFF COURT
ReturnHeader/Filer/USAddress/City0LANSDALE
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode019446
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Elissa Kirkegard CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103884 Stump Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Doylestown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode018902
ReturnHeader/PreparerPersonGrp/PhoneNum02152490440
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELISSA J KIRKEGARD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-04-22T07:48:20-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,426
Liabilities
$0
Net assets
$1,426
Revenue
$200
Expenses
$425
Net income
-$225
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$0.62$0.45$0.17
2023Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.33$0.38$0.05
2022Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.03$0.48$0.45
2021Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.57$0.40$0.17
2020Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.17$0.41$0.24
2019Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$0.14$0.43$0.29
2014Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • <$500k nonprofits