Civic Intelligence

Private Equity Foundation I Inc.

990 • Fiscal year 2017 • EIN 43-2116245

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 24, 2018

Organization ProfileN/A
Chapel York 1000 N West St 1200Wilmington, DE 19801

(302) 295-4959

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

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

Liabilities / Revenue

76th percentile

0.00x

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

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

Net Margin

20th percentile

-87%

Higher net margin than 20% of similar nonprofits.

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

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

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

Asset Growth

5th percentile

-30%

Faster asset growth than 5% of similar nonprofits.

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

Revenue Growth

19th percentile

-35%

Faster revenue growth than 19% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$538,627

Down $234,908 (-30%) from 2016

Net Assets

Down

$538,627

Down $234,908 (-30%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin20th percentile

Revenue

Down

$270,829

Down $143,861 (-35%) from 2016

Expenses

Down

$505,737

Down $196,334 (-28%) from 2016

Net Income

Up

-$234,908

Up $52,473 (+18%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,259,051Liabilities 2011: $0Net Assets 2011: $5,259,0512011Assets 2012: $4,665,374Liabilities 2012: $0Net Assets 2012: $4,665,3742012Assets 2013: $1,520,261Liabilities 2013: $0Net Assets 2013: $1,520,2612013Assets 2014: $1,097,112Liabilities 2014: $0Net Assets 2014: $1,097,1122014Assets 2015: $1,060,916Liabilities 2015: $0Net Assets 2015: $1,060,9162015Assets 2016: $773,535Liabilities 2016: $0Net Assets 2016: $773,5352016Assets 2017: $538,627Liabilities 2017: $0Net Assets 2017: $538,6272017Assets 2018: $108,247Liabilities 2018: $0Net Assets 2018: $108,2472018Assets 2019: $210,871Liabilities 2019: $0Net Assets 2019: $210,8712019Assets 2020: $300,115Liabilities 2020: $0Net Assets 2020: $300,1152020Assets 2021: $487,565Liabilities 2021: $0Net Assets 2021: $487,5652021Assets 2022: $559,475Liabilities 2022: $0Net Assets 2022: $559,4752022Assets 2023: $682,710Liabilities 2023: $0Net Assets 2023: $682,7102023Assets 2024: $852,043Liabilities 2024: $0Net Assets 2024: $852,0432024

Highlighted filing

2017

Assets$538,627
Liabilities$0
Net Assets$538,627
Open 2017 Filing

Operations Trend

Revenue Growth19th percentile

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $1,092,589Expenses 2011: $778,248Net Income 2011: $314,3412011Revenue 2012: $940,437Expenses 2012: $1,534,116Net Income 2012: -$593,6792012Revenue 2013: $1,150,499Expenses 2013: $4,295,611Net Income 2013: -$3,145,1122013Revenue 2014: $658,370Expenses 2014: $1,081,519Net Income 2014: -$423,1492014Revenue 2015: $499,278Expenses 2015: $535,474Net Income 2015: -$36,1962015Revenue 2016: $414,690Expenses 2016: $702,071Net Income 2016: -$287,3812016Revenue 2017: $270,829Expenses 2017: $505,737Net Income 2017: -$234,9082017Revenue 2018: $51,075Expenses 2018: $481,455Net Income 2018: -$430,3802018Revenue 2019: $102,664Expenses 2019: $40Net Income 2019: $102,6242019Revenue 2020: $89,319Expenses 2020: $75Net Income 2020: $89,2442020Revenue 2021: $187,480Expenses 2021: $30Net Income 2021: $187,4502021Revenue 2022: $72,000Expenses 2022: $90Net Income 2022: $71,9102022Revenue 2023: $123,250Expenses 2023: $15Net Income 2023: $123,2352023Revenue 2024: $185,141Expenses 2024: $15,808Net Income 2024: $169,3332024

Highlighted filing

2017

Revenue$270,829
Expenses$505,737
Net Income-$234,908
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 24, 2018
Return Version
2017v2.3
Gross Receipts
$270,829
Mission and Program Overview

Mission

To support individuals in disadvantaged communities, enabling them to achieve a sense of self-worth and personal success. Their talents as developed can benefit society.

To support individuals in disadvantaged communities, enabling them to achieve a sense of self-worth and personal success. Their talents, as developed, can benefit society.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$773,535$491,627▼ $281,908
Total Assets$773,535$538,627▼ $234,908
Other Assets Total-$47,000-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$773,535$538,627▼ $234,908
Total Net Assets Fund Balance$773,535$538,627▼ $234,908
Total Liabilities and Net Assets / Fund Balance$773,535$538,627▼ $234,908

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$47,000--
Compensation and Service Providers
Top Officer Pay80th percentile

Board Members and Trustees

NameTitle
Nathaniel SloanePresident/di
Greg ConwayRESIGNED '17
Thomas WalkerRESIGNED '17
Karl PetersonSec/treasure
Revenue and Support

Revenue Composition

Contributions and Grants
$270,500
Program Service Revenue
$0
Investment Income
$329
Other Revenue
$0
All Other Contributions
$270,500
Change in Net Assets
$-234,908
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$374,118
Professional Fundraising Fees$66,374
Total Fundraising Expense$66,374
Other Expenses$65,245
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$374,118--$374,118
Fees for Services Professional Fundraising--$66,374$66,374
Fees for Services Management-$64,264-$64,264
Insurance-$592-$592
Other Expenses-$389-$389
Total Functional Expenses$374,118$65,245$66,374$505,737
International Activity

International Summary

Spending
$374,118

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (including Iceland & Greenland) -Grants to RecipientsCatch 22 Charity--$374,118
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$66,374
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The form is distributed, either as a hard copy or electronic file, to all directors and officers of the organization for review. There is no specific requirement for written confirmation from the directors and officers that they reviewed the form 990 prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“All directors and officers are required to review conflict of interest policy on an annual basis and sign conflict of interest annual certification form.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Private Equity Foundation I Inc
EIN
43-2116245
Phone
3022954959
Address
CHAPEL YORK 1000 N WEST ST 1200, WILMINGTON, DE 19801

Signing Officer

Name
Nathaniel Sloane
Title
President/director
Phone
3022954959
Signed
2018-09-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nathaniel Sloane
Formed
2006
Legal Domicile
De
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Christine E Cassidy Pa
Address
1 MATHEWS DR STE 114, HILTON HEAD ISLAND, SC 29926
Preparer
Christine E Cassidy
Phone
8436892800
Raw XML Appendix334 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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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM IS DISTRIBUTED, EITHER AS A HARD COPY OR ELECTRONIC FILE, TO ALL DIRECTORS AND OFFICERS OF THE ORGANIZATION FOR REVIEW. THERE IS NO SPECIFIC REQUIREMENT FOR WRITTEN CONFIRMATION FROM THE DIRECTORS AND OFFICERS THAT THEY REVIEWED THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DIRECTORS AND OFFICERS ARE REQUIRED TO REVIEW CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS AND SIGN CONFLICT OF INTEREST ANNUAL CERTIFICATION FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0538627
IRS990/TotalAssetsGrp/BOYAmt0773535
IRS990/TotalAssetsGrp/EOYAmt0538627
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0270500
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt066374
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt065245
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0374118
IRS990/TotalFunctionalExpensesGrp/TotalAmt0505737
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalProgramServiceExpensesAmt0374118
IRS990/TotalRevenueGrp/ExclusionAmt0329
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0270829
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0773535
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0773535
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IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0WILMINGTON
IRS990/USAddress/StateAbbreviationCd0DE
IRS990/USAddress/ZIPCd019801
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NATHANIEL SLOANE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03022954959
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PRIVATE EQUITY FOUNDATION I INC
ReturnHeader/Filer/BusinessNameControlTxt0PRIV
ReturnHeader/Filer/EIN0432116245
ReturnHeader/Filer/PhoneNum03022954959
ReturnHeader/Filer/USAddress/AddressLine1Txt0CHAPEL YORK 1000 N WEST ST 1200
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F6C758F8F891FB0FC77664FA33121805A516B1F0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt034.218.240.86
ReturnHeader/FilingSecurityInformation/IPDt02018-09-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:08:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0571089574
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHRISTINE E CASSIDY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 MATHEWS DR STE 114
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HILTON HEAD ISLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029926
ReturnHeader/PreparerPersonGrp/PhoneNum08436892800
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE E CASSIDY
ReturnHeader/ReturnTs02018-09-26T10:08:11-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$538,627
Liabilities
$0
Net assets
$538,627
Revenue
$270,829
Expenses
$505,737
Net income
-$234,908
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.00$0.85$0.19$0.02$0.17
2023Summary only. Only limited summary data is available for this year.$0.68$0.00$0.68$0.12$0.00$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.00$0.56$0.07$0.00$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.19$0.00$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.00$0.30$0.09$0.00$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.10$0.00$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.00$0.11$0.05$0.48$0.43
2017Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.27$0.51$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.00$0.77$0.41$0.70$0.29
2015Summary only. Only limited summary data is available for this year.$1.06$0.00$1.06$0.50$0.54$0.04
2014Summary only. Only limited summary data is available for this year.$1.10$0.00$1.10$0.66$1.08$0.42
2013Summary only. Only limited summary data is available for this year.$1.52$0.00$1.52$1.15$4.30$3.15
2012Summary only. Only limited summary data is available for this year.$4.67$0.00$4.67$0.94$1.53$0.59
2011Summary only. Only limited summary data is available for this year.$5.26$0.00$5.26$1.09$0.78$0.31