Civic Intelligence

The by George Fund

990PF • Fiscal year 2011 • EIN 26-4309251

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 27, 2012

Organization Profile
Foundation Source 501 Silverside Rd19809-1377
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.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

64th percentile

5.8%

Faster asset growth than 64% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$377,517

Up $20,635 (+5.8%) from 2010

Net Assets

Up

$377,517

Up $20,635 (+5.8%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$31,280

Up $301 (+1.0%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$400K$300K$200K$100K$0Assets 2010: $356,882Liabilities 2010: $0Net Assets 2010: $356,8822010Assets 2011: $377,517Liabilities 2011: $0Net Assets 2011: $377,5172011Assets 2012: $384,111Liabilities 2012: $0Net Assets 2012: $384,1112012Assets 2013: $380,455Liabilities 2013: $0Net Assets 2013: $380,4552013Assets 2014: $369,765Liabilities 2014: $0Net Assets 2014: $369,7652014Assets 2015: $339,245Liabilities 2015: $0Net Assets 2015: $339,2452015Assets 2016: $320,384Liabilities 2016: $0Net Assets 2016: $320,3842016Assets 2017: $295,396Liabilities 2017: $0Net Assets 2017: $295,3962017Assets 2018: $272,503Liabilities 2018: $0Net Assets 2018: $272,5032018Assets 2019: $278,033Liabilities 2019: $0Net Assets 2019: $278,0332019Assets 2020: $257,649Liabilities 2020: $0Net Assets 2020: $257,6492020Assets 2021: $235,879Liabilities 2021: $0Net Assets 2021: $235,8792021Assets 2022: $237,467Liabilities 2022: $0Net Assets 2022: $237,4672022Assets 2023: $232,856Liabilities 2023: $0Net Assets 2023: $232,8562023Assets 2024: $222,687Liabilities 2024: $0Net Assets 2024: $222,6872024

Highlighted filing

2011

Assets$377,517
Liabilities$0
Net Assets$377,517
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2010: $30,9792010Expenses 2011: $31,2802011Expenses 2012: $23,3652012Revenue 2013: $45,147Expenses 2013: $48,803Net Income 2013: -$3,6562013Revenue 2014: $47,218Expenses 2014: $57,908Net Income 2014: -$10,6902014Revenue 2015: $6,459Expenses 2015: $36,979Net Income 2015: -$30,5202015Revenue 2016: $16,856Expenses 2016: $35,717Net Income 2016: -$18,8612016Revenue 2017: $23,720Expenses 2017: $48,708Net Income 2017: -$24,9882017Revenue 2018: -$73Expenses 2018: $22,820Net Income 2018: -$22,8932018Revenue 2019: $24,110Expenses 2019: $18,580Net Income 2019: $5,5302019Revenue 2020: -$8,080Expenses 2020: $12,304Net Income 2020: -$20,3842020Revenue 2021: $10,154Expenses 2021: $31,924Net Income 2021: -$21,7702021Revenue 2022: $26,319Expenses 2022: $24,731Net Income 2022: $1,5882022Revenue 2023: $7,252Expenses 2023: $11,863Net Income 2023: -$4,6112023Revenue 2024: $7,960Expenses 2024: $18,129Net Income 2024: -$10,1692024

Highlighted filing

2011

Revenue-
Expenses$31,280
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 27, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jane KatesPresident / Director / Secretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSAINT ANDREW'S PARISHCapital Fund509(a)(1)KENT, CT, US$10,000
Paid GrantGREENWOODS COUNSELING SERVICES INCGeneral Unrestricted509(a)(1)LITCHFIELD, CT, US$3,000
Paid GrantKENT COMMUNITY FUND INCGeneral Unrestricted509(a)(1)KENT, CT, US$3,000
Paid GrantSAINT ANDREW'S PARISHGeneral Unrestricted509(a)(1)KENT, CT, US$2,000
Paid GrantFRENCH BROAD RIVER ACADEMY INCGeneral Unrestricted509(a)(1)ASHEVILLE, NC, US$1,000
Paid GrantPACE ACADEMY INCBoys Varsity Lacrosse Program509(a)(1)ATLANTA, GA, US$1,000
Paid GrantTHE KENT VOLUNTEER FIRE DEPARTMENTGeneral Unrestricted509(a)(1)KENT, CT, US$1,000
Paid GrantCHORE SERVICE INCGeneral Unrestricted509(a)(1)SHARON, CT, US$500
Filing and Contact Details

Filer

EIN
26-4309251
Raw XML Appendix376 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Jane Kates
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0President / Director / Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10Foundation Source 501 Silverside Rd
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IRS990PF/SupplementaryInformation/ContributingManager0Jane Kates
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0General Unrestricted
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6Capital Fund
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CHORE SERVICE INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11FRENCH BROAD RIVER ACADEMY INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12GREENWOODS COUNSELING SERVICES INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13KENT COMMUNITY FUND INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14PACE ACADEMY INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15SAINT ANDREW'S PARISH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16SAINT ANDREW'S PARISH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17THE KENT VOLUNTEER FIRE DEPARTMENT
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3509(a)(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4509(a)(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5509(a)(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6509(a)(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7509(a)(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1N/A
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO BOX 123
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11191 LYMAN ST STE 316
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12PO BOX 1549
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13PO BOX 262
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14966 W PACES FERRY RD NW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15PO BOX 309
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16PO BOX 309
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1728 MAPLE ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SHARON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1ASHEVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2LITCHFIELD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3KENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4ATLANTA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5KENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6KENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7KENT
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CT
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4GA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5CT
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode006069
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode128801
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode206759
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode306757
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode430327
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode506757
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode606757
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode706757
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear021500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear019753
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted019753
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear103880
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear012255
IRS990PF/UndistributedIncome/ExcessFromCurrentYear08375
IRS990PF/UndistributedIncome/ExcessFromYear103880
IRS990PF/UndistributedIncome/QualifyingDistributions028128
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus08375
IRS990PF/UndistributedIncome/TotalCorpus012255
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover03880
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0Administrative Fees
OtherExpensesSchedule/OtherExpenses/Description1Bank Charges
OtherExpensesSchedule/OtherExpenses/Description2State or Local Filing Fees
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps06603
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps125
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome010
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks06603
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks110
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks225
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount03125
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome03125
TaxesSchedule/Taxes/AdjustedNetIncome00
TaxesSchedule/Taxes/Amount017
TaxesSchedule/Taxes/Category0Foreign Tax Paid
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome017
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0264309251
ReturnHeader/Filer/Name/BusinessNameLine10The By George Fund
ReturnHeader/Filer/NameControl0BYGE
ReturnHeader/Filer/Phone08008391754
ReturnHeader/Filer/USAddress/AddressLine10Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/City0Wilmington
ReturnHeader/Filer/USAddress/State0DE
ReturnHeader/Filer/USAddress/ZIPCode0198091377
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-04-27
ReturnHeader/Officer/Name0Jane deButts Kates
ReturnHeader/Officer/Title0President
ReturnHeader/Preparer/DatePrepared02012-04-27
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Foundation Source
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1055 Walls Drive
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Fairfield
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode006824
ReturnHeader/Preparer/Name0Jeffrey D Haskell
ReturnHeader/Preparer/Phone08008391754
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-04-27T16:28:13-00:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$377,517
Liabilities
$0
Net assets
$377,517
Revenue
-
Expenses
$31,280
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.08$0.18$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.07$0.12$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.26$0.25$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.10$0.32$0.22
2020Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.08$0.12$0.20
2019Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.24$0.19$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.00$0.23$0.23
2017Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.24$0.49$0.25
2016Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.17$0.36$0.19
2015Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.06$0.37$0.31
2014Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.47$0.58$0.11
2013Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.45$0.49$0.04
2012Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.23
2011Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.31
2010Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.31