Civic Intelligence

Private Equity Foundation I Inc.

990EZ • Fiscal year 2018 • EIN 43-2116245

Jan 01, 2018 to Dec 31, 2018 • Filed on May 08, 2019

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

(302) 295-4959

Siviq Scores

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

Liabilities / Assets

77th percentile

0.00x

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

2018 filings • NTEE T12 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

77th percentile

0.00x

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

2018 filings • NTEE T12 • <$500k nonprofits • Source year 2018

Net Margin

2nd percentile

-843%

Higher net margin than 2% of similar nonprofits.

2018 filings • NTEE T12 • <$500k nonprofits • Source year 2018

Top Officer Pay

96th percentile

$0

Higher top officer pay than 96% of similar nonprofits.

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

2018 filings • NTEE T12 • <$500k nonprofits • Source year 2018

Asset Growth

5th percentile

-80%

Faster asset growth than 5% of similar nonprofits.

2018 filings • NTEE T12 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

6th percentile

-81%

Faster revenue growth than 6% of similar nonprofits.

2018 filings • NTEE T12 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$108,247

Down $430,380 (-80%) from 2017

Net Assets

Down

$108,247

Down $430,380 (-80%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin2nd percentile

Revenue

Down

$51,075

Down $219,754 (-81%) from 2017

Expenses

Down

$481,455

Down $24,282 (-4.8%) from 2017

Net Income

Down

-$430,380

Down $195,472 (-83%) from 2017

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

2018

Assets$108,247
Liabilities$0
Net Assets$108,247
Open 2018 Filing

Operations Trend

Revenue Growth6th 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

2018

Revenue$51,075
Expenses$481,455
Net Income-$430,380
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 8, 2019
Return Version
2018v3.0
Gross Receipts
$51,075
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.

Program Services

DescriptionGrantsExpenses
To support Impetus - The Private Equity Foundation in the Uk for general operating purposes$481,414$481,414
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nathaniel SloanePresident/Director-$0--
Karl PetersonSecretary/Treasurer/Director-$0--
Filing and Contact Details

Filer

Filer Name
Private Equity Foundation I Inc
EIN
43-2116245
Phone
3022954959
Address
1000 N West St Suite 1200, Wilmington, DE 19801

Signing Officer

Name
Nathaniel Sloane
Title
President/Director
Phone
6468670994
Signed
2019-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Nancy Bikson
Address
UK
Preparer
Nancy Bikson
Phone
6468670994
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Grant to Impetus - The Private Equity Foundation for general purposes”

Form 990-EZ, Part I, Line 16

“Bank Charges”

Raw XML Appendix151 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Chapel & York
IRS990EZ/BooksInCareOfDetail/ForeignAddress/AddressLine1Txt012 Ladycross Business Park
IRS990EZ/BooksInCareOfDetail/ForeignAddress/CityNm0Lingfield
IRS990EZ/BooksInCareOfDetail/ForeignAddress/CountryCd0UK
IRS990EZ/BooksInCareOfDetail/ForeignAddress/ForeignPostalCd0RH7 6PB
IRS990EZ/BooksInCareOfDetail/ForeignAddress/ProvinceOrStateNm0Surrey
IRS990EZ/BooksInCareOfDetail/PhoneNum06468670994
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0538627
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0108247
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt051000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-430380
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0538627
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0108247
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0481414
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt051075
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt075
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0538627
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0108247
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0538627
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0108247
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Nathaniel Sloane
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Karl Peterson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President/Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary/Treasurer/Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt041
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To support individuals in disadvantaged communities, enabling them to achieve a sense of self-worth and personal success. Their talents as developed can benefit society.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To support Impetus - The Private Equity Foundation in the Uk for general operating purposes
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0481414
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0481414
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0481455
IRS990EZ/TotalProgramServiceExpensesAmt0481414
IRS990EZ/TotalRevenueAmt051075
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt051000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0270500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0414500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0499196
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0658313
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01893509
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.60499
IRS990ScheduleA/PublicSupportPY170Pct00.5079
IRS990ScheduleA/PublicSupportTotal170Amt01145548
IRS990ScheduleA/SubstantialContributorsTotAmt0747961
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt051000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0270500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0414500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0499196
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0658313
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01893509
IRS990ScheduleA/TotalSupportAmt01893509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grant to Impetus - The Private Equity Foundation for general purposes
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank Charges
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Nathaniel Sloane
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President/Director
ReturnHeader/BusinessOfficerGrp/PhoneNum06468670994
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PRIVATE EQUITY FOUNDATION I INC
ReturnHeader/Filer/BusinessNameControlTxt0PRIV
ReturnHeader/Filer/EIN0432116245
ReturnHeader/Filer/PhoneNum03022954959
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 N West St Suite 1200
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019801
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt078.32.64.23
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nancy Bikson
ReturnHeader/PreparerFirmGrp/PreparerForeignAddress/AddressLine1Txt0PO Box 50
ReturnHeader/PreparerFirmGrp/PreparerForeignAddress/CityNm0Lingfield
ReturnHeader/PreparerFirmGrp/PreparerForeignAddress/CountryCd0UK
ReturnHeader/PreparerFirmGrp/PreparerForeignAddress/ForeignPostalCd0RH7 6FT
ReturnHeader/PreparerFirmGrp/PreparerForeignAddress/ProvinceOrStateNm0Surrey
ReturnHeader/PreparerPersonGrp/PhoneNum06468670994
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nancy Bikson
ReturnHeader/ReturnTs02019-06-26T12:18:30-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$108,247
Liabilities
$0
Net assets
$108,247
Revenue
$51,075
Expenses
$481,455
Net income
-$430,380
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
2018Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.05$0.48$0.43
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$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