Civic Intelligence

Eon Charitable Foundation

990PF • Fiscal year 2015 • EIN 27-4094169

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 15, 2016

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

21st percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

2nd percentile

-414%

Higher net margin than 2% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

12th percentile

-8.2%

Faster asset growth than 12% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

1st percentile

-97%

Faster revenue growth than 1% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Assets

Down

$7,838,910

Down $695,897 (-8.2%) from 2014

Net Assets

Down

$7,838,910

Down $695,897 (-8.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$168,181

Down $6,087,666 (-97%) from 2014

Expenses

Up

$864,078

Up $512,225 (+146%) from 2014

Net Income

Down

-$695,897

Down $6,599,891 (-112%) from 2014

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2012: $2,689,195Liabilities 2012: $0Net Assets 2012: $2,689,1952012Assets 2013: $2,630,813Liabilities 2013: $0Net Assets 2013: $2,630,8132013Assets 2014: $8,534,807Liabilities 2014: $0Net Assets 2014: $8,534,8072014Assets 2015: $7,838,910Liabilities 2015: $0Net Assets 2015: $7,838,9102015Assets 2016: $7,371,668Liabilities 2016: $0Net Assets 2016: $7,371,6682016Assets 2017: $7,892,213Liabilities 2017: $0Net Assets 2017: $7,892,2132017Assets 2018: $7,748,157Liabilities 2018: $0Net Assets 2018: $7,748,1572018Assets 2019: $7,972,312Liabilities 2019: $0Net Assets 2019: $7,972,3122019Assets 2020: $8,365,764Liabilities 2020: $772Net Assets 2020: $8,364,9922020Assets 2021: $9,559,747Liabilities 2021: $2,099Net Assets 2021: $9,557,6482021Assets 2022: $9,408,098Liabilities 2022: $0Net Assets 2022: $9,408,0982022Assets 2023: $8,973,928Liabilities 2023: $0Net Assets 2023: $8,973,9282023Assets 2024: $9,369,117Liabilities 2024: $0Net Assets 2024: $9,369,1172024

Highlighted filing

2015

Assets$7,838,910
Liabilities$0
Net Assets$7,838,910

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $602,6712012Revenue 2013: $141,774Expenses 2013: $200,156Net Income 2013: -$58,3822013Revenue 2014: $6,255,847Expenses 2014: $351,853Net Income 2014: $5,903,9942014Revenue 2015: $168,181Expenses 2015: $864,078Net Income 2015: -$695,8972015Revenue 2016: -$506Expenses 2016: $466,736Net Income 2016: -$467,2422016Revenue 2017: $645,658Expenses 2017: $125,113Net Income 2017: $520,5452017Revenue 2018: $127,435Expenses 2018: $271,491Net Income 2018: -$144,0562018Revenue 2019: $406,874Expenses 2019: $182,719Net Income 2019: $224,1552019Revenue 2020: $1,075,300Expenses 2020: $682,620Net Income 2020: $392,6802020Revenue 2021: $1,386,281Expenses 2021: $193,625Net Income 2021: $1,192,6562021Revenue 2022: $282,982Expenses 2022: $432,532Net Income 2022: -$149,5502022Revenue 2023: $340,922Expenses 2023: $775,092Net Income 2023: -$434,1702023Revenue 2024: $834,462Expenses 2024: $439,273Net Income 2024: $395,1892024

Highlighted filing

2015

Revenue$168,181
Expenses$864,078
Net Income-$695,897
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 15, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian K BessPres / Director / Sec-$0--
Christine J BessVP-$0--
Conrad C BessVP-$0--
Morgan B BessVP-$0--
Filing and Contact Details

Filer

Filer Name
EON Charitable Foundation
EIN
27-4094169
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Brian K Bess
Title
President
Phone
8008391754
Signed
2016-07-15
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
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21DIAMOND OFFSHORE DRL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23DOUBLELINE TOTAL RETURN BOND
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26ENBRIDGE ENERGY MGMT LLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28FASTENAL COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29FINANCIAL SEL SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30FIRST EAGLE SOGEN GLOBAL FUND
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33GALLAGHER ARTHUR J & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34GENERAL ELECTRIC CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37GUGGENHEIM S&P EQUAL WEIGHT ET
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42JOHNSON & JOHNSON
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45KRAFT HEINZ CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47LYONDELLBASELL INDU-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MATTHEWS ASIA-PACIFIC FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49MAXIM INTEGRATED PRODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50MCDONALD'S CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55NATIONAL GRID TRANSCO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56NEXTERA ENERGY, INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58OMEGA HEALTHCARE INV
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60PEPSICO INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64PNC FINANCIAL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PPL CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69REALTY INCOME CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70REYNOLDS AMERICAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71ROYAL DUTCH SHEL PLC SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72SANOFI-AVENTIS SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73SELECT SECTOR SPDR ENERGY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74SOUTHERN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75SPECTRA ENERGY CORP-W/I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76T. ROWE PRICE ASSOCIATES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77TARGET CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84VODAFONE GROUP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85WEC ENERGY GROUP, INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87WISDOMTREE JAPAN HEDGED SMALLC
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InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0243911
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.37$0.00$9.37$0.83$0.44$0.40
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.97$0.00$8.97$0.34$0.78$0.43
2022Detailed filing. Detailed filing data is available for this year.$9.41$0.00$9.41$0.28$0.43$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.56$0.00$9.56$1.39$0.19$1.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.37$0.00$8.36$1.08$0.68$0.39
2019Detailed filing. Detailed filing data is available for this year.$7.97$0.00$7.97$0.41$0.18$0.22
2018Detailed filing. Detailed filing data is available for this year.$7.75$0.00$7.75$0.13$0.27$0.14
2017Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$0.65$0.13$0.52
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.37$0.00$7.37$0.00$0.47$0.47
2015Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.17$0.86$0.70
2014Detailed filing. Detailed filing data is available for this year.$8.53$0.00$8.53$6.26$0.35$5.90
2013Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.14$0.20$0.06
2012Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.60