Civic Intelligence

David Dana Foundation 849-74C37

990PF • Fiscal year 2017 • EIN 31-1534434

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

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

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

99th percentile

95%

Higher net margin than 99% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

22nd percentile

-4.9%

Faster asset growth than 22% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

17th percentile

-16%

Faster revenue growth than 17% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$834,483

Down $43,126 (-4.9%) from 2016

Net Assets

Down

$834,483

Down $43,126 (-4.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin99th percentile

Revenue

Down

$32,627

Down $5,997 (-16%) from 2016

Expenses

Down

$1,492

Down $1,904 (-56%) from 2016

Net Income

Down

$31,135

Down $4,093 (-12%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2017

Assets$834,483
Liabilities$0
Net Assets$834,483
Open 2017 Filing

Operations Trend

Revenue Growth17th 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

2017

Revenue$32,627
Expenses$1,492
Net Income$31,135
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELAINE M DANADirector-$0--
RICHARD G LAVALLEY JRDirector/Secretary-$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
2018-05-15
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 Appendix242 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/InvestmentsCorporateStockGrp/StockNm0Corporate Stock held @ JP Morgan
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0562101
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt012403
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt040722
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0814439
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ELAINE M DANA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RICHARD G LAVALLEY JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR/SECRETARY
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt074261
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Prior year basis adjustment for worthless securities
TaxesSchedule/TaxesDetail/Amt01492
TaxesSchedule/TaxesDetail/CategoryTxt02015 FEDERAL TAX
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID S DANA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04198820081
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId07F43DF18E74FF217D8D62CDE089F5D599D353709
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.240.118.78
ReturnHeader/FilingSecurityInformation/IPDt02018-05-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:36:10
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/ReturnTs02018-05-16T12:36:18-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$834,483
Liabilities
$0
Net assets
$834,483
Revenue
$32,627
Expenses
$1,492
Net income
$31,135
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
2017Detailed filing. Detailed filing data is available for this year.$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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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