Civic Intelligence

Dollens Family Foundation

990PF • Fiscal year 2021 • EIN 35-2000508

Nov 01, 2020 to Oct 31, 2021 • Filed on Jul 17, 2023

Organization Profile
9701 Soaring Hawk CircleZionsville, IN 46077

(317) 574-2124

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

10th percentile

-74%

Higher net margin than 10% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

23rd percentile

-12%

Faster asset growth than 23% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

63rd percentile

22%

Faster revenue growth than 63% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$283,364

Down $38,073 (-12%) from 2020

Net Assets

Down

$283,364

Down $38,073 (-12%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin10th percentile

Revenue

Up

$51,186

Up $9,095 (+22%) from 2020

Expenses

Down

$89,232

Down $19,854 (-18%) from 2020

Net Income

Up

-$38,046

Up $28,949 (+43%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$400K$300K$200K$100K$0Assets 2020: $321,437Liabilities 2020: $0Net Assets 2020: $321,4372020Assets 2021: $283,364Liabilities 2021: $0Net Assets 2021: $283,3642021Assets 2022: $399,059Liabilities 2022: $0Net Assets 2022: $399,0592022Assets 2023: $316,117Liabilities 2023: $0Net Assets 2023: $316,1172023Assets 2024: $243,681Liabilities 2024: $0Net Assets 2024: $243,6812024Assets 2025: $144,782Liabilities 2025: $0Net Assets 2025: $144,7822025

Highlighted filing

2021

Assets$283,364
Liabilities$0
Net Assets$283,364
Open 2021 Filing

Operations Trend

Revenue Growth63rd percentile

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

$300K$200K$100K$0-$100KRevenue 2020: $42,091Expenses 2020: $109,086Net Income 2020: -$66,9952020Revenue 2021: $51,186Expenses 2021: $89,232Net Income 2021: -$38,0462021Revenue 2022: $293,013Expenses 2022: $177,723Net Income 2022: $115,2902022Revenue 2023: $17,871Expenses 2023: $100,813Net Income 2023: -$82,9422023Revenue 2024: $10,562Expenses 2024: $82,998Net Income 2024: -$72,4362024Revenue 2025: $40,935Expenses 2025: $139,834Net Income 2025: -$98,8992025

Highlighted filing

2021

Revenue$51,186
Expenses$89,232
Net Income-$38,046
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2020 to Oct 31, 2021
Signed
Jul 17, 2023
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD W DOLLENSDirector/Off-$0--
SUSAN S DOLLENSDirector/Off-$0--
WILLIAM G DOLLENSDirector/Off-$0--
STEPHANIE PRYORDirector/Off-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIV PREP UNIV PREPSUPPORT-SEATTLE, WA, US$30,000
Paid GrantSCDS ANNUAL FUND SCDS ANNUAL FUNDSUPPORT-N SEATTLE, WA, US$11,800
Paid GrantTRIDENT UNIVERSITY TRIDENT UNIVERSITYSUPPORT-CYPRESS, CA, US$10,000
Paid GrantSTANFORD UNIVERSITY STANFORD UNIVERSITYSUPPORT-STANFORD, CA, US$5,000
Paid GrantDUKE UNIVERSITY DUKE UNIVERSITYSUPPORT-DUHRAM, NC, US$5,000
Paid GrantUNIV PREP UNIV PREPSUPPORT-SEATTLE, WA, US$5,000
Paid GrantSTANFORD UNIVERSITY STANFORD UNIVERSITYSUPPORT-STANFORD, CA, US$5,000
Paid GrantSEATTLE COUNTRY DAY SCHOOL SEATTLE COUNTRY DAY SCHOOLSUPPORT-SEATTLE, WA, US$5,000
Paid GrantCASA GAL OF PARK SWEET GRASS COUNTI CASA GAL OF PARK SWEET GRASS COUNTIESSUPPORT-LIVINGSTON, MT, US$3,125
Paid GrantSHRINERS CHILDRENS HOSPITAL SHRINERS CHILDRENS HOSPITALSUPPORT-TAMPA BAY, FL, US$2,000
Paid GrantSHINE FOSTER FAMILY RESOURCES SHINE FOSTER FAMILY RESOURCESSUPPORT-TERRA HAUTE, IN, US$2,000
Paid GrantBOONE COUNTY HOSPITAL BOONE COUNTY HOSPITALSUPPORT-BOONE, IN, US$1,000
Paid GrantNORTH TAHOE FIRE FIGHTERS ASSOCIATI NORTH TAHOE FIRE FIGHTERS ASSOCIATIONSUPPORT-TAHOE, CA, US$500
Filing and Contact Details

Filer

Filer Name
Dollens Family Foundation
EIN
35-2000508
Phone
3175742124
Address
9701 SOARING HAWK CIRCLE, ZIONSVILLE, IN 46077

Signing Officer

Name
Ronald W Dollens
Title
Director/officer
Phone
6502094440
Signed
2023-07-17

Preparer

Firm
Finck Rudnick & Company
Address
3251 BELVEDERE CT, PLEASANTON, CA 94588
Preparer
David Reitz
Phone
6503265942
Raw XML Appendix399 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt58000 25TH AVENUE NE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt811071 DONNER PASS ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt95757 PLAZA DRIVE 100
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt122619 4TH AVENUE N
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt32679 4TH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt48000 25TH AVENUE NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt58000 25TH AVENUE NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt61015 UNION STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt72900 N ROCKY POINT DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt811071 DONNER PASS ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt95757 PLAZA DRIVE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt101825 E JESSICA DRIVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt122619 4TH AVENUE N
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LIVINGSTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3N SEATTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SEATTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SEATTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6BOONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7TAMPA BAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8TAHOE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9CYPRESS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11STANFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12SEATTLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11CA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd159047
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd227708
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd398109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd498115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd598115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd646035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd733607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd896161
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd990630
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1047802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1194305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1298109
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt085425
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt018919
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018919
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt090400
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt043154
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt085015
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt075262
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt075262
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0288882
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt070313
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt090400
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt043154
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt085015
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt089232
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt070313
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0364144
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0293831
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt027
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt03732
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03732
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03732
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03732
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD W DOLLENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR/OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06502094440
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOLLENS FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DOLL
ReturnHeader/Filer/EIN0352000508
ReturnHeader/Filer/PhoneNum03175742124
ReturnHeader/Filer/USAddress/AddressLine1Txt09701 SOARING HAWK CIRCLE
ReturnHeader/Filer/USAddress/CityNm0ZIONSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046077
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943103728
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FINCK RUDNICK & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03251 BELVEDERE CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094588
ReturnHeader/PreparerPersonGrp/PhoneNum06503265942
ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID REITZ
ReturnHeader/ReturnTs02023-07-18T12:07:31-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RONALD W
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DOLLENS
ReturnHeader/TaxPeriodBeginDt02020-11-01
ReturnHeader/TaxPeriodEndDt02021-10-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$283,364
Liabilities
$0
Net assets
$283,364
Revenue
$51,186
Expenses
$89,232
Net income
-$38,046
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.41$1.40$0.99
2024Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.11$0.83$0.72
2023Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.18$1.01$0.83
2022Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$2.93$1.78$1.15
2021Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.51$0.89$0.38
2020Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.42$1.09$0.67