Civic Intelligence

The 3 Dimensional Wealth Foundation

990PF • Fiscal year 2014 • EIN 45-0897333

Jan 01, 2014 to Dec 31, 2014 • Filed on May 01, 2015

Organization Profile
Foundation Source 501 Silverside RdSuite 123Wilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

9th percentile

-64%

Higher net margin than 9% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

8th percentile

-48%

Faster asset growth than 8% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

19th percentile

-26%

Faster revenue growth than 19% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$1,815

Down $1,674 (-48%) from 2013

Net Assets

Down

$1,815

Down $1,674 (-48%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin9th percentile

Revenue

Down

$2,601

Down $899 (-26%) from 2013

Expenses

Up

$4,275

Up $1,250 (+41%) from 2013

Net Income

Down

-$1,674

Down $2,149 (-452%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2011: $4,039Liabilities 2011: $02011Assets 2012: $3,014Liabilities 2012: $0Net Assets 2012: $3,0142012Assets 2013: $3,489Liabilities 2013: $0Net Assets 2013: $3,4892013Assets 2014: $1,815Liabilities 2014: $0Net Assets 2014: $1,8152014Assets 2015: $2,615Liabilities 2015: $0Net Assets 2015: $2,6152015Assets 2016: $1,590Liabilities 2016: $0Net Assets 2016: $1,5902016Assets 2017: $6,817Liabilities 2017: $0Net Assets 2017: $6,8172017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2014

Assets$1,815
Liabilities$0
Net Assets$1,815
Open 2014 Filing

Operations Trend

Revenue Growth19th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $6,000Expenses 2011: $1,961Net Income 2011: $4,0392011Expenses 2012: $3,0252012Revenue 2013: $3,500Expenses 2013: $3,025Net Income 2013: $4752013Revenue 2014: $2,601Expenses 2014: $4,275Net Income 2014: -$1,6742014Revenue 2015: $5,000Expenses 2015: $4,200Net Income 2015: $8002015Revenue 2016: $3,000Expenses 2016: $4,025Net Income 2016: -$1,0252016Revenue 2017: $45,252Expenses 2017: $40,025Net Income 2017: $5,2272017Revenue 2018: $1Expenses 2018: $6,818Net Income 2018: -$6,8172018

Highlighted filing

2014

Revenue$2,601
Expenses$4,275
Net Income-$1,674
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 1, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Monroe Diefendorf JrPres / Director / Sec-$0--
Kenneth DillenbeckDirector-$0--
Demetri N DoumasDirector-$0--
Jeffrey HiggsDirector-$0--
Steven M HoweDirector-$0--
Thomas C PalumboDirector-$0--
David J TaylorDirector-$0--
Filing and Contact Details

Filer

Filer Name
The 3 Dimensional Wealth Foundation
EIN
45-0897333
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Suite 123, Wilmington, DE 19809-1377

Signing Officer

Name
monroe m diefendurf jr
Title
president
Phone
8008391754
Signed
2015-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix289 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/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Monroe Diefendorf Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Kenneth Dillenbeck
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Demetri N Doumas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Jeffrey Higgs
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Steven M Howe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Thomas C Palumbo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6David J Taylor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres / Dir / Sec
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Dir
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6Foundation Source 501 Silverside Rd
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TRUSTEES OF UNION COLLEGE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0626 PLANDOME RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1807 UNION ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MANHASSET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SCHENECTADY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd112308
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01250
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/AppliedToCurrentYearAmt0170
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0170
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02937
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02851
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01915
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011808
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04105
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02937
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02851
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01915
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04275
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04105
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011808
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07703
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0monroe m diefendurf jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The 3 Dimensional Wealth Foundation
ReturnHeader/Filer/BusinessNameControlTxt03DIM
ReturnHeader/Filer/EIN0450897333
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/AddressLine2Txt0Suite 123
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02015-05-13T10:19:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,815
Liabilities
$0
Net assets
$1,815
Revenue
$2,601
Expenses
$4,275
Net income
-$1,674
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$6.82$6.82
2017Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$45.3$40.0$5.23
2016Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$3.00$4.03$1.03
2015Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$5.00$4.20$0.80
2014Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$2.60$4.28$1.67
2013Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$3.50$3.03$0.48
2012Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$3.03
2011Summary only. Only limited summary data is available for this year.$4.04$0.00$6.00$1.96$4.04