Civic Intelligence

The Caledonian Foundation

990PF • Fiscal year 2021 • EIN 26-1557125

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 22, 2022

Organization Profile
14185 Dallas Parkway 1150Dallas, TX 75254

(972) 980-2700

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

9th percentile

-99%

Higher net margin than 9% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

33rd percentile

-3.8%

Faster asset growth than 33% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

7th percentile

-82%

Faster revenue growth than 7% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$364,410

Down $14,421 (-3.8%) from 2020

Net Assets

Down

$364,410

Down $14,421 (-3.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin9th percentile

Revenue

Down

$14,557

Down $65,884 (-82%) from 2020

Expenses

Down

$28,978

Down $2,126,590 (-99%) from 2020

Net Income

Up

-$14,421

Up $2,060,706 (+99%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

2021

Assets$364,410
Liabilities$0
Net Assets$364,410
Open 2021 Filing

Operations Trend

Revenue Growth7th percentile

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

2021

Revenue$14,557
Expenses$28,978
Net Income-$14,421
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 22, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th 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 1150, DALLAS, TX 75254

Signing Officer

Name
June J Bennett
Title
President
Phone
9729802700
Signed
2022-06-22
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 Appendix293 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/TitleTxt0PRESIDENT AND DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY, TREASURER, AND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02066516
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0171964
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0505451
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt026935
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt026935
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02747931
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02066516
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0171964
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0505451
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04000
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02774866
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02770866
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt0603
TaxesSchedule/TaxesDetail/CategoryTxt0TAX PAID FOR 2021
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00
ReturnHeader/BusinessOfficerGrp/PersonNm0JUNE J BENNETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09729802700
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CALEDONIAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CALE
ReturnHeader/Filer/EIN0261557125
ReturnHeader/Filer/PhoneNum09729802700
ReturnHeader/Filer/USAddress/AddressLine1Txt014185 DALLAS PARKWAY 1150
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075254
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/ReturnTs02022-07-25T15:23:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JUNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BENNETT
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$364,410
Liabilities
$0
Net assets
$364,410
Revenue
$14,557
Expenses
$28,978
Net income
-$14,421
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
2021Detailed filing. Detailed filing data is available for this year.$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