Civic Intelligence

Robert F Dorsey Charitable Foundation Inc.

990PF • Fiscal year 2017 • EIN 26-1530565

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

Organization Profile
1714 Neuse BlvdNew Bern, NC 28560

(252) 638-6877

Siviq Scores

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

Liabilities / Assets

90th percentile

0.00x

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

2017 filings • NTEE T20 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

90th percentile

0.00x

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

2017 filings • NTEE T20 • <$500k nonprofits • Source year 2017

Net Margin

75th percentile

46%

Higher net margin than 75% of similar nonprofits.

2017 filings • NTEE T20 • <$500k nonprofits • Source year 2017

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2017 filings • NTEE T20 • <$500k nonprofits • Source year 2017

Asset Growth

65th percentile

4.2%

Faster asset growth than 65% of similar nonprofits.

2017 filings • NTEE T20 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

44th percentile

0.2%

Faster revenue growth than 44% of similar nonprofits.

2017 filings • NTEE T20 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$178,407

Up $7,125 (+4.2%) from 2016

Net Assets

Up

$178,407

Up $7,125 (+4.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin75th percentile

Revenue

Up

$15,418

Up $27 (+0.2%) from 2016

Expenses

Down

$8,293

Down $1,108 (-12%) from 2016

Net Income

Up

$7,125

Up $1,135 (+19%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$300K$200K$100K$0Assets 2010: $128,119Liabilities 2010: $5,000Net Assets 2010: $123,1192010Assets 2011: $136,692Liabilities 2011: $0Net Assets 2011: $136,6922011Assets 2013: $148,895Liabilities 2013: $0Net Assets 2013: $148,8952013Assets 2014: $156,957Liabilities 2014: $0Net Assets 2014: $156,9572014Assets 2015: $165,292Liabilities 2015: $0Net Assets 2015: $165,2922015Assets 2016: $171,282Liabilities 2016: $0Net Assets 2016: $171,2822016Assets 2017: $178,407Liabilities 2017: $0Net Assets 2017: $178,4072017Assets 2018: $150,623Liabilities 2018: $0Net Assets 2018: $150,6232018Assets 2019: $162,948Liabilities 2019: $0Net Assets 2019: $162,9482019Assets 2020: $171,555Liabilities 2020: $0Net Assets 2020: $171,5552020Assets 2021: $227,337Liabilities 2021: $0Net Assets 2021: $227,3372021Assets 2022: $233,064Liabilities 2022: $0Net Assets 2022: $233,0642022Assets 2023: $250,153Liabilities 2023: $0Net Assets 2023: $250,1532023Assets 2024: $248,457Liabilities 2024: $0Net Assets 2024: $248,4572024

Highlighted filing

2017

Assets$178,407
Liabilities$0
Net Assets$178,407
Open 2017 Filing

Operations Trend

Revenue Growth44th percentile

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

$100K$50K$0-$50KExpenses 2010: $5,0002010Expenses 2011: $5,1002011Revenue 2013: $19,868Expenses 2013: $7,144Net Income 2013: $12,7242013Revenue 2014: $15,246Expenses 2014: $7,184Net Income 2014: $8,0622014Revenue 2015: $16,512Expenses 2015: $8,177Net Income 2015: $8,3352015Revenue 2016: $15,391Expenses 2016: $9,401Net Income 2016: $5,9902016Revenue 2017: $15,418Expenses 2017: $8,293Net Income 2017: $7,1252017Revenue 2018: $24,199Expenses 2018: $51,983Net Income 2018: -$27,7842018Revenue 2019: $14,128Expenses 2019: $1,803Net Income 2019: $12,3252019Revenue 2020: $13,411Expenses 2020: $4,804Net Income 2020: $8,6072020Revenue 2021: $58,044Expenses 2021: $2,262Net Income 2021: $55,7822021Revenue 2022: $10,071Expenses 2022: $4,344Net Income 2022: $5,7272022Revenue 2023: $21,879Expenses 2023: $4,790Net Income 2023: $17,0892023Revenue 2024: $5,581Expenses 2024: $7,277Net Income 2024: -$1,6962024

Highlighted filing

2017

Revenue$15,418
Expenses$8,293
Net Income$7,125
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT F DORSEYTrustee-$0--
JOHN F HACKETTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert F Dorsey Charitable Foundation
EIN
26-1530565
Phone
2526386877
Address
1714 NEUSE BLVD, NEW BERN, NC 28560

Signing Officer

Name
Robert F Dorsey
Title
Trustee
Phone
2526386877
Signed
2018-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Lumsden & Mccormick Llp
Address
369 FRANKLIN STREET, BUFFALO, NY 14202
Preparer
Dale B Demyanick
Phone
7168563300
Raw XML Appendix327 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/PersonNm0ROBERT F DORSEY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3KENNEDY HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt033 EAST COLLEGE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt18419 STATE ROUTE 54
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2468 WASHINGTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32557 CEDAR DELL LN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HILLSDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HAMMONDSPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BUFFALO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3KINSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd114840
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd214203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328504
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0621
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt07379
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09459
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08838
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt07379
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0WILSON-EPES PRINTING CO INC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0775 H STREET NE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WASHINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0DC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd020002
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
TaxesSchedule/TaxesDetail/Amt043
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT F DORSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02526386877
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT F DORSEY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0261530565
ReturnHeader/Filer/PhoneNum02526386877
ReturnHeader/Filer/USAddress/AddressLine1Txt01714 NEUSE BLVD
ReturnHeader/Filer/USAddress/CityNm0NEW BERN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028560
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09645788A55FC868E4C53CE96F2B27FE753F0EEDF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AE4C0CCC51A0B89E57B33D8FF25FE3C4DC2B1AFF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.122.36.250
ReturnHeader/FilingSecurityInformation/IPDt02018-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:07:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0160765486
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUMSDEN & MCCORMICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0369 FRANKLIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BUFFALO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014202
ReturnHeader/PreparerPersonGrp/PhoneNum07168563300
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DALE B DEMYANICK
ReturnHeader/ReturnTs02018-05-11T11:47:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$178,407
Liabilities
$0
Net assets
$178,407
Revenue
$15,418
Expenses
$8,293
Net income
$7,125
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.00$2.48$0.06$0.07$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.00$2.50$0.22$0.05$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.10$0.04$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.00$2.27$0.58$0.02$0.56
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$0.13$0.05$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.14$0.02$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$0.24$0.52$0.28
2017Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.15$0.08$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.00$1.71$0.15$0.09$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.17$0.08$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.15$0.07$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.20$0.07$0.13
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.37$0.05
2010Detailed filing. Detailed filing data is available for this year.$1.28$0.05$1.23$0.05