Civic Intelligence

Affluere Foundation

990PF • Fiscal year 2019 • EIN 26-1531229

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 03, 2020

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

18th percentile

-23%

Higher net margin than 18% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

57th percentile

4.1%

Faster asset growth than 57% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

41st percentile

-5.0%

Faster revenue growth than 41% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$308,525

Up $23,769 (+8.3%) from 2017

Net Assets

Up

$308,525

Up $23,769 (+8.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin18th percentile

Revenue

Down

$20,254

Down $2,199 (-9.8%) from 2017

Expenses

Up

$24,819

Up $5,576 (+29%) from 2017

Net Income

Down

-$4,565

Down $7,775 (-242%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$400K$300K$200K$100K$0Assets 2010: $201,651Liabilities 2010: $0Net Assets 2010: $201,6512010Assets 2011: $207,250Liabilities 2011: $0Net Assets 2011: $207,2502011Assets 2012: $220,772Liabilities 2012: $0Net Assets 2012: $220,7722012Assets 2013: $220,296Liabilities 2013: $0Net Assets 2013: $220,2962013Assets 2014: $257,037Liabilities 2014: $0Net Assets 2014: $257,0372014Assets 2016: $281,546Liabilities 2016: $0Net Assets 2016: $281,5462016Assets 2017: $284,756Liabilities 2017: $0Net Assets 2017: $284,7562017Assets 2019: $308,525Liabilities 2019: $0Net Assets 2019: $308,5252019Assets 2020: $323,034Liabilities 2020: $0Net Assets 2020: $323,0342020Assets 2022: $327,885Liabilities 2022: $0Net Assets 2022: $327,8852022Assets 2024: $325,444Liabilities 2024: $0Net Assets 2024: $325,4442024

Highlighted filing

2019

Assets$308,525
Liabilities$0
Net Assets$308,525
Open 2019 Filing

Operations Trend

Revenue Growth41st percentile

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

$60K$40K$20K$0-$20KExpenses 2010: $6,1562010Expenses 2011: $17,0032011Expenses 2012: $6,1792012Revenue 2013: $11,457Expenses 2013: $11,933Net Income 2013: -$4762013Revenue 2014: $48,151Expenses 2014: $11,410Net Income 2014: $36,7412014Revenue 2016: $6,370Expenses 2016: $14,671Net Income 2016: -$8,3012016Revenue 2017: $22,453Expenses 2017: $19,243Net Income 2017: $3,2102017Revenue 2019: $20,254Expenses 2019: $24,819Net Income 2019: -$4,5652019Revenue 2020: $36,007Expenses 2020: $21,498Net Income 2020: $14,5092020Revenue 2022: $30,736Expenses 2022: $18,296Net Income 2022: $12,4402022Revenue 2024: $31,654Expenses 2024: $13,398Net Income 2024: $18,2562024

Highlighted filing

2019

Revenue$20,254
Expenses$24,819
Net Income-$4,565
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 3, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David B DabneyDir, Co- Pres-$0--
Nancy A DabneyCo-Pres, Dir, Sec-$0--
Filing and Contact Details

Filer

Filer Name
Affluere Foundation
EIN
26-1531229
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Nancy a Dabney
Title
co-president
Phone
8008391754
Signed
2020-04-03
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix363 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/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0157
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt020000
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0501 Silverside Road Suite 123
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Wilmington
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0198091377
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Foundation Source
IRS990PF/StatementsRegardingActyGrp/PhoneNum08008391754
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0David B Dabney
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Nancy A Dabney
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Alumni Outreach program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0A BETTER CHANCE OF WILTON INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PREGNANCY AND FAMILY SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 7658
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt130505 SPANISH LN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WILTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SPANISH FORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006897
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd136527
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015000
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/AppliedToCurrentYearAmt02608
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt017392
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018370
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt015762
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt017392
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04568
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04568
TaxesSchedule/TaxesDetail/Amt0251
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Extension for 2018
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY A DABNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0co-president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Affluere Foundation
ReturnHeader/Filer/BusinessNameControlTxt0AFFL
ReturnHeader/Filer/EIN0261531229
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BC971FC33BAF52379132A0473611089A0DAEC697
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D2746C13DFDED97F2954BEA0DC7B7E2EDF81EBF0
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId006391520201215000016
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-04-30
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.194.129.137
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02020-04-30T15:13:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$308,525
Liabilities
$0
Net assets
$308,525
Revenue
$20,254
Expenses
$24,819
Net income
-$4,565
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.32$0.13$0.18
2022Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.31$0.18$0.12
2020Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.36$0.21$0.15
2019Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.20$0.25$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$0.00$2.85$0.22$0.19$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$0.00$2.82$0.06$0.15$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.48$0.11$0.37
2013Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.11$0.12$0.00
2012Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.06
2011Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.17
2010Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.06