Civic Intelligence

David Dana Foundation 849-74C37

990PF • Fiscal year 2015 • EIN 31-1534434

Jan 01, 2015 to Dec 31, 2015 • Filed on May 11, 2016

Organization Profile
c/o RGLaValleyJr5800 Monroe StSylvania, OH 43560

(419) 882-0081

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

67th percentile

5.9%

Faster asset growth than 67% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

6th percentile

-58%

Faster revenue growth than 6% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$817,550

Up $45,408 (+5.9%) from 2014

Net Assets

Up

$817,550

Up $45,408 (+5.9%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin98th percentile

Revenue

Down

$47,026

Down $65,315 (-58%) from 2014

Expenses

Down

$1,753

Down $88,000 (-98%) from 2014

Net Income

Up

$45,273

Up $22,685 (+100%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$1.0M$500K$0Assets 2014: $772,142Liabilities 2014: $0Net Assets 2014: $772,1422014Assets 2015: $817,550Liabilities 2015: $0Net Assets 2015: $817,5502015Assets 2016: $877,609Liabilities 2016: $0Net Assets 2016: $877,6092016Assets 2017: $834,483Liabilities 2017: $0Net Assets 2017: $834,4832017Assets 2018: $868,035Liabilities 2018: $0Net Assets 2018: $868,0352018Assets 2019: $778,130Liabilities 2019: $0Net Assets 2019: $778,1302019Assets 2020: $841,455Liabilities 2020: $0Net Assets 2020: $841,4552020Assets 2021: $901,446Liabilities 2021: $0Net Assets 2021: $901,4462021Assets 2022: $736,941Liabilities 2022: $0Net Assets 2022: $736,9412022Assets 2023: $828,575Liabilities 2023: $0Net Assets 2023: $828,5752023Assets 2024: $847,643Liabilities 2024: $0Net Assets 2024: $847,6432024

Highlighted filing

2015

Assets$817,550
Liabilities$0
Net Assets$817,550
Open 2015 Filing

Operations Trend

Revenue Growth6th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2014: $112,341Expenses 2014: $89,753Net Income 2014: $22,5882014Revenue 2015: $47,026Expenses 2015: $1,753Net Income 2015: $45,2732015Revenue 2016: $38,624Expenses 2016: $3,396Net Income 2016: $35,2282016Revenue 2017: $32,627Expenses 2017: $1,492Net Income 2017: $31,1352017Revenue 2018: $35,334Expenses 2018: $108,406Net Income 2018: -$73,0722018Revenue 2019: $21,807Expenses 2019: $55,039Net Income 2019: -$33,2322019Revenue 2020: $15,580Expenses 2020: $59,335Net Income 2020: -$43,7552020Revenue 2021: $33,007Expenses 2021: $55,220Net Income 2021: -$22,2132021Revenue 2022: $25,167Expenses 2022: $11,292Net Income 2022: $13,8752022Revenue 2023: $23,020Expenses 2023: $10,080Net Income 2023: $12,9402023Revenue 2024: $33,179Expenses 2024: $25,042Net Income 2024: $8,1372024

Highlighted filing

2015

Revenue$47,026
Expenses$1,753
Net Income$45,273
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 11, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID S DANAPresident-$0--
ELAINE M DANADirector-$0--
RICHARD G LAVALLEY JRSecretary-$0--
Filing and Contact Details

Filer

Filer Name
David Dana Foundation
EIN
31-1534434
Phone
4198820081
Address
c/o RGLaValleyJr5800 Monroe St, Sylvania, OH 43560

Signing Officer

Name
David S Dana
Title
Secretary
Phone
4198820081
Signed
2016-05-11
Discuss with paid preparer
Yes

Preparer

Firm
LaValley LaValley Todak & Schaefer Co LPA
Address
5800 Monroe St Bldg F, Sylvania, OH 43560
Preparer
Richard G Lavalley Jr
Phone
4198820081
Raw XML Appendix266 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01553
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Corporate Bonds held @ JP Morgan
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0660971
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0608651
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt071159
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt064058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Corporate Stock held @ JP Morgan
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0137
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0817552
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0882
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0206176
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0772142
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt057220
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0694288
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011273
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt037012
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0740235
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID S DANA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELAINE M DANA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RICHARD G LAVALLEY JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 277
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25800 MONROE ST BLDG F
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WHITEFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WHITEFILED
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IRS990PF/StatementsRegardingActyGrp/PhoneNum04198820081
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036139
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt051742
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt041982
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt016200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt016013
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt016142
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt016142
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0125937
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt051742
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt041982
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt016200
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt016013
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0142079
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0142079
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt036139
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0137
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CAPITAL GAINS REPORTED IN PART IV LINE 2
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/CategoryTxt0OHIO LICENSE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0200
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID S DANA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04198820081
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0David Dana Foundation
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0311534434
ReturnHeader/Filer/PhoneNum04198820081
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o RGLaValleyJr5800 Monroe St
ReturnHeader/Filer/USAddress/CityNm0Sylvania
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043560
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LaValley LaValley Todak & Schaefer Co LPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05800 Monroe St Bldg F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sylvania
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043560
ReturnHeader/PreparerPersonGrp/PhoneNum04198820081
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD G LAVALLEY JR
ReturnHeader/ReturnTs02016-05-25T05:58:44-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$817,550
Liabilities
$0
Net assets
$817,550
Revenue
$47,026
Expenses
$1,753
Net income
$45,273
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.48$0.00$8.48$0.33$0.25$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.29$0.00$8.29$0.23$0.10$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.37$0.00$7.37$0.25$0.11$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.01$0.00$9.01$0.33$0.55$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.41$0.00$8.41$0.16$0.59$0.44
2019Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$0.22$0.55$0.33
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.68$0.00$8.68$0.35$1.08$0.73
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.34$0.00$8.34$0.33$0.01$0.31
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.78$0.00$8.78$0.39$0.03$0.35
2015Detailed filing. Detailed filing data is available for this year.$8.18$0.00$8.18$0.47$0.02$0.45
2014Detailed filing. Detailed filing data is available for this year.$7.72$0.00$7.72$1.12$0.90$0.23