Civic Intelligence

Ud Jc & Aj Bowling-Bowling Family Foundation

990PF • Fiscal year 2020 • EIN 31-1522458

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 04, 2021

CO Blair Potts PO Box 1214Stamford, CT 06904

(203) 327-2333

Siviq Scores

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

Liabilities / Assets

74th percentile

0.24x

Higher debt load relative to assets than 74% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

89th percentile

1.28x

Higher debt load relative to revenue than 89% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

82nd percentile

37%

Higher net margin than 82% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Assets

Up

$1,490,361

Up $111,796 (+8.1%) from 2013

Net Assets

Down

$1,136,560

Down $242,005 (-18%) from 2013

Liabilities

Up

$353,801

Up $353,801 from 2013

Revenue

Up

$277,409

Up $190,015 (+217%) from 2013

Expenses

Up

$175,686

Up $19,635 (+13%) from 2013

Net Income

Up

$101,723

Up $170,380 (+248%) from 2013

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2013: $1,378,565Liabilities 2013: $0Net Assets 2013: $1,378,5652013Assets 2020: $1,490,361Liabilities 2020: $353,801Net Assets 2020: $1,136,5602020Assets 2021: $5,629,214Liabilities 2021: $0Net Assets 2021: $5,629,2142021Assets 2022: $8,331,866Liabilities 2022: $0Net Assets 2022: $8,331,8662022Assets 2023: $8,804,150Liabilities 2023: $0Net Assets 2023: $8,804,1502023Assets 2024: $8,730,364Liabilities 2024: $0Net Assets 2024: $8,730,3642024

Highlighted filing

2020

Assets$1,490,361
Liabilities$353,801
Net Assets$1,136,560

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $87,394Expenses 2013: $156,051Net Income 2013: -$68,6572013Revenue 2020: $277,409Expenses 2020: $175,686Net Income 2020: $101,7232020Revenue 2021: $6,507,712Expenses 2021: $210,397Net Income 2021: $6,297,3152021Revenue 2022: $6,017,876Expenses 2022: $250,038Net Income 2022: $5,767,8382022Revenue 2023: $268,567Expenses 2023: $274,773Net Income 2023: -$6,2062023Revenue 2024: $277,809Expenses 2024: $351,582Net Income 2024: -$73,7732024

Highlighted filing

2020

Revenue$277,409
Expenses$175,686
Net Income$101,723
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 4, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN J BOWLINGTrustee-$0--
BELINDA BEWKES METZGERTrustee-$0--
NANCY BOWLING GRAMPSTrustee-$0--
STEPHANIE B ZIEGLERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ud Jc & Aj Bowling Foundation
EIN
31-1522458
Phone
2033272333
Address
CO BLAIR POTTS PO BOX 1214, STAMFORD, CT 06904

Signing Officer

Name
Ann J Bowling
Title
Trustee
Phone
2033272333
Signed
2021-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Blair & Potts PO Box 1214
Address
281 TRESSER BLVD TWO STAMFORD PLAZA, STAMFORD, CT 06904-1214
Preparer
Andrew R Meyers
Phone
2033272333
Raw XML Appendix381 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/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BLAIR & POTTS
IRS990PF/StatementsRegardingActyGrp/PhoneNum02033272333
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt030000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt130000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt299900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VARIOUS CHARITIES SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1VARIOUS CHARITIES SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2VARIOUS CHARITIES SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3WEE BURN COUNTRY CLUB CADDIE SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O BLAIR POTTS PO BOX 1214
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1C/O BLAIR POTTS PO BOX 1214
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2C/O BLAIR POTTS PO BOX 1214
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3410 HOLLOW TREE RIDGE RD-PO BOX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt01046
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0STAMFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1STAMFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2STAMFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3DARIEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0069041214
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1069041214
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2069041214
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd306820
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0162900
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0132759
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0132759
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt061452
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt065330
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05077
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt011944
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt015503
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt015503
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0173944
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt030141
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt061452
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt065330
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05077
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt011944
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0162900
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt030141
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0189447
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0159306
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVISORY FEES HIRTLE CALLAGHAN MGT (DEUT #1429)
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DEUTSCHE BANK TR. CO.- FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BLAIR & POTTS FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04389
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11372
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt24525
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04389
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11372
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24525
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt1383262
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0BLAIR & POTTS - 2020 ESTIMATED TAX PAYMENT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1UNREALIZED ADJUSTMENT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0794
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt1353007
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt01706
TaxesSchedule/TaxesDetail/Amt1794
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt12020 ESTIMATED TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN J BOWLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02033272333
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UD JC & AJ BOWLING FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UDJC
ReturnHeader/Filer/EIN0311522458
ReturnHeader/Filer/PhoneNum02033272333
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO BLAIR POTTS PO BOX 1214
ReturnHeader/Filer/USAddress/CityNm0STAMFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006904
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061357173
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLAIR & POTTS PO BOX 1214
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0281 TRESSER BLVD TWO STAMFORD PLAZA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STAMFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0069041214
ReturnHeader/PreparerPersonGrp/PhoneNum02033272333
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW R MEYERS
ReturnHeader/ReturnTs02021-11-04T09:27:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BOWLING
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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