Civic Intelligence

The Caledonian Foundation

990PF • Fiscal year 2019 • EIN 26-1557125

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 28, 2020

Organization Profile
14185 Dallas Parkway No 1150Dallas, TX 75254

(972) 980-2700

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

$2,453,958

No earlier filing loaded for comparison.

Net Assets

$2,453,958

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin98th percentile

Revenue

$81,086

No earlier filing loaded for comparison.

Expenses

$3,000

No earlier filing loaded for comparison.

Net Income

$78,086

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2019: $2,453,958Liabilities 2019: $0Net Assets 2019: $2,453,9582019Assets 2020: $378,831Liabilities 2020: $0Net Assets 2020: $378,8312020Assets 2021: $364,410Liabilities 2021: $0Net Assets 2021: $364,4102021Assets 2022: $368,532Liabilities 2022: $0Net Assets 2022: $368,5322022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2019

Assets$2,453,958
Liabilities$0
Net Assets$2,453,958
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2019: $81,086Expenses 2019: $3,000Net Income 2019: $78,0862019Revenue 2020: $80,441Expenses 2020: $2,155,568Net Income 2020: -$2,075,1272020Revenue 2021: $14,557Expenses 2021: $28,978Net Income 2021: -$14,4212021Revenue 2022: $6,985Expenses 2022: $2,863Net Income 2022: $4,1222022Revenue 2023: $2,151Expenses 2023: $420,816Net Income 2023: -$418,6652023

Highlighted filing

2019

Revenue$81,086
Expenses$3,000
Net Income$78,086
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 28, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUNE BENNETTPresident And Director-$0--
ALAYNA JO BENNETT MAXSecretary, Treasurer, And-$0--
BEVERLY RENE BENNETT FLOODDirector-$0--
AUDRA MARIE BENNETT MAXWELLDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Caledonian Foundation
EIN
26-1557125
Phone
9729802700
Address
14185 DALLAS PARKWAY NO 1150, DALLAS, TX 75254

Signing Officer

Name
June J Bennett
Title
President
Phone
9729802700
Signed
2020-04-28
Discuss with paid preparer
No

Preparer

Firm
Barker Viggato Llp
Address
17300 DALLAS PARKWAY SUITE 3035, DALLAS, TX 75248
Preparer
Doug Viggato CPA
Phone
9727891313
Raw XML Appendix316 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/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0121830
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0121830
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0171964
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0505451
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt040000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0108765
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0121830
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0704350
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0171964
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0505451
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt026935
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0826180
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01055
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01179
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01179
TaxesSchedule/TaxesDetail/Amt01000
TaxesSchedule/TaxesDetail/CategoryTxt0TAX PAID FOR 2017
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00
ReturnHeader/BusinessOfficerGrp/PersonNm0JUNE J BENNETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09729802700
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CALEDONIAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CALE
ReturnHeader/Filer/EIN0261557125
ReturnHeader/Filer/PhoneNum09729802700
ReturnHeader/Filer/USAddress/AddressLine1Txt014185 DALLAS PARKWAY NO 1150
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075254
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00DB3A0CA3C4BF46B7DEC92C5AC60344A7704CFB5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.50.222.89
ReturnHeader/FilingSecurityInformation/IPDt02020-04-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:13:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201514349
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARKER VIGGATO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017300 DALLAS PARKWAY SUITE 3035
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075248
ReturnHeader/PreparerPersonGrp/PhoneNum09727891313
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUG VIGGATO CPA
ReturnHeader/ReturnTs02020-05-19T15:02:32-05:00
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
$2,453,958
Liabilities
$0
Net assets
$2,453,958
Revenue
$81,086
Expenses
$3,000
Net income
$78,086
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.42$0.42
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.37$0.01$0.00$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.00$0.36$0.01$0.03$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.08$2.16$2.08
2019Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.08$0.00$0.08