Civic Intelligence

Htc Cottee Charles & Barbara Close Foundation

990PF • Fiscal year 2012 • EIN 27-3017122

Jan 01, 2012 to Dec 31, 2012 • Filed on May 08, 2013

3 Radnor Corporate Center Suite 45019087-4580
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2012 filings • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

64th percentile

$17,620

Higher top officer pay than 64% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Source year 2012

Asset Growth

99th percentile

252%

Faster asset growth than 99% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$12,660,952

Up $9,068,322 (+252%) from 2011

Net Assets

Up

$12,660,952

Up $9,068,322 (+252%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$2,797,061

Up $1,389,542 (+99%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $3,592,630Liabilities 2011: $0Net Assets 2011: $3,592,6302011Assets 2012: $12,660,952Liabilities 2012: $0Net Assets 2012: $12,660,9522012Assets 2013: $11,323,555Liabilities 2013: $0Net Assets 2013: $11,323,5552013Assets 2014: $10,269,621Liabilities 2014: $0Net Assets 2014: $10,269,6212014Assets 2015: $10,665,938Liabilities 2015: $0Net Assets 2015: $10,665,9382015Assets 2016: $8,081,995Liabilities 2016: $0Net Assets 2016: $8,081,9952016Assets 2017: $5,769,314Liabilities 2017: $0Net Assets 2017: $5,769,3142017Assets 2018: $5,713,445Liabilities 2018: $0Net Assets 2018: $5,713,4452018Assets 2019: $5,618,789Liabilities 2019: $0Net Assets 2019: $5,618,7892019Assets 2020: $5,182,254Liabilities 2020: $0Net Assets 2020: $5,182,2542020Assets 2021: $5,152,192Liabilities 2021: $0Net Assets 2021: $5,152,1922021Assets 2022: $4,734,722Liabilities 2022: $0Net Assets 2022: $4,734,7222022Assets 2023: $4,483,643Liabilities 2023: $0Net Assets 2023: $4,483,6432023Assets 2024: $4,553,919Liabilities 2024: $0Net Assets 2024: $4,553,9192024

Highlighted filing

2012

Assets$12,660,952
Liabilities$0
Net Assets$12,660,952

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $1,407,5192011Expenses 2012: $2,797,0612012Revenue 2013: $1,194,115Expenses 2013: $2,541,340Net Income 2013: -$1,347,2252013Revenue 2014: $2,088,096Expenses 2014: $3,148,136Net Income 2014: -$1,060,0402014Revenue 2015: $1,502,805Expenses 2015: $1,105,866Net Income 2015: $396,9392015Revenue 2016: $993,092Expenses 2016: $3,579,097Net Income 2016: -$2,586,0052016Revenue 2017: $423,207Expenses 2017: $2,729,648Net Income 2017: -$2,306,4412017Revenue 2018: $616,811Expenses 2018: $674,167Net Income 2018: -$57,3562018Revenue 2019: $452,885Expenses 2019: $548,593Net Income 2019: -$95,7082019Revenue 2020: $361,532Expenses 2020: $806,717Net Income 2020: -$445,1852020Revenue 2021: $782,767Expenses 2021: $820,932Net Income 2021: -$38,1652021Revenue 2022: $810,007Expenses 2022: $1,228,217Net Income 2022: -$418,2102022Revenue 2023: $707,027Expenses 2023: $968,081Net Income 2023: -$261,0542023Revenue 2024: $742,636Expenses 2024: $671,835Net Income 2024: $70,8012024

Highlighted filing

2012

Revenue-
Expenses$2,797,061
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 8, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HAVERFORD TRUST COMPANYTrusteePT$17,620-$17,620
RICHARD SCHOENKOPFTrustee-$745-$745
FREDERICK PADDENTrustee-$745-$745
BARRY HOFFMANTrustee-$745-$745
MIKE DOYLETrustee-$745-$745
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDREXEL UNIVERSITY - THE CHARLES S CLOSE SCHOOL OF ENTREPRENEURSHIPENTREPRENEUERSHIP IN TECHNOLOGY-PHILADELPHIA, PA, US$2,000,000
Paid GrantBAYLOR SCHOOL OF MEDICINEDIABETES RESEARCH-HOUSTON, TX, US$300,000
Paid GrantDREXEL UNIVERSITY - HEALTH RESEARCH - AUTISMENTREPRENEUERSHIP IN TECHNOLOGY-PHILADELPHIA, PA, US$250,000
Paid GrantST FRANCIS INNGIFT-PHILADELPHIA, PA, US$200,000
Paid GrantPLATT CADDIE SCHOLARSHIP FUNDSCHOLARSHIP-BROOMALL, PA, US$25,000
Filing and Contact Details

Filer

EIN
27-3017122
Raw XML Appendix374 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.

Path#Value
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV011213487
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0STOCKS
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IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0HAVERFORD TRUST COMPANY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1RICHARD SCHOENKOPF
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2FREDERICK PADDEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3BARRY HOFFMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4MIKE DOYLE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4TRUSTEE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine123 RADNOR CORPORATE CENTER SUITE 450
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine133 RADNOR CORPORATE CENTER SUITE 450
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0THE HAVERFORD TRUST COMPANY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06109958700
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10THREE RADNOR CORPORATE CENTER SUITE
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IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0300000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount12000000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2250000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount325000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount4200000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0DIABETES RESEARCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1ENTREPRENEUERSHIP IN TECHNOLOGY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2ENTREPRENEUERSHIP IN TECHNOLOGY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GIFT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10BAYLOR SCHOOL OF MEDICINE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11DREXEL UNIVERSITY - THE CHARLES S CLOSE SCHOOL OF ENTREPRENEURSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12DREXEL UNIVERSITY - HEALTH RESEARCH - AUTISM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13PLATT CADDIE SCHOLARSHIP FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14ST FRANCIS INN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10ONE BAYLOR PLAZA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine113141 CHESTNUT STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine123141 CHESTNUT STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131974 SPROUL ROAD SUITE 400
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine142441 KENSINGTON AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0HOUSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1PHILADELPHIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2PHILADELPHIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3BROOMALL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4PHILADELPHIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode077030
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode119104
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode219104
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode319008
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode419125
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear02775000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear0428987
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0428987
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear101310036
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear03656049
IRS990PF/UndistributedIncome/ExcessFromCurrentYear02346013
IRS990PF/UndistributedIncome/ExcessFromYear101310036
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions02775000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus02346013
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus03656049
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover01310036
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions011402200
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine103 RADNOR CORPORATE CENTER SUITE 450
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RADNOR
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0PA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode019087
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0ESTATE OF CHARLES D CLOSE
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherIncreasesSchedule/OtherIncreases/Amount05
OtherIncreasesSchedule/OtherIncreases/Description0ROUNDING
TaxesSchedule/Taxes/Amount0480
TaxesSchedule/Taxes/Amount1462
TaxesSchedule/Taxes/Amount2519
TaxesSchedule/Taxes/Category0FEDERAL 2012 ESTIMATED TAX
TaxesSchedule/Taxes/Category1FEDERAL 2011 TAX DUE
TaxesSchedule/Taxes/Category2FOREIGN TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
TaxesSchedule/Taxes/NetInvestmentIncome2519
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0273017122
ReturnHeader/Filer/Name/BusinessNameLine10THE CHARLES & BARBARA CLOSE FOUNDATION
ReturnHeader/Filer/NameControl0CHAR
ReturnHeader/Filer/Phone06109958700
ReturnHeader/Filer/USAddress/AddressLine103 RADNOR CORPORATE CENTER SUITE 450
ReturnHeader/Filer/USAddress/City0RADNOR
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0190874580
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-05-08
ReturnHeader/Officer/Name0MICHAEL F DOYLE
ReturnHeader/Officer/Phone06109958700
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0231950158
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HANNA MCGLONE & CO PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10455 S GULPH RD STE 306
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0KING OF PRUSSIA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode019406
ReturnHeader/Preparer/Name0THOMAS J MC GLONE
ReturnHeader/Preparer/Phone06105277400
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-14T16:18:08-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.74$0.67$0.07
2023Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.71$0.97$0.26
2022Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.81$1.23$0.42
2021Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$0.78$0.82$0.04
2020Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$0.36$0.81$0.45
2019Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$0.45$0.55$0.10
2018Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.62$0.67$0.06
2017Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.42$2.73$2.31
2016Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$0.99$3.58$2.59
2015Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$1.50$1.11$0.40
2014Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$2.09$3.15$1.06
2013Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$1.19$2.54$1.35
2012Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$2.80
2011Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$1.41