Civic Intelligence

Banner Family Foundation

990PF • Fiscal year 2016 • EIN 45-4099257

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 20, 2017

Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

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.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

91st percentile

52%

Higher net margin than 91% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

63rd percentile

$16,250

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

70th percentile

8.1%

Faster asset growth than 70% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

109%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$886,570

Up $66,799 (+8.1%) from 2015

Net Assets

Up

$886,570

Up $66,799 (+8.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$127,653

Up $66,667 (+109%) from 2015

Expenses

Down

$60,854

Down $50,074 (-45%) from 2015

Net Income

Up

$66,799

Up $116,741 (+234%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2012: $998,231Liabilities 2012: $02012Assets 2013: $907,415Liabilities 2013: $0Net Assets 2013: $907,4152013Assets 2014: $869,713Liabilities 2014: $0Net Assets 2014: $869,7132014Assets 2015: $819,771Liabilities 2015: $0Net Assets 2015: $819,7712015Assets 2016: $886,570Liabilities 2016: $0Net Assets 2016: $886,5702016Assets 2017: $878,225Liabilities 2017: $0Net Assets 2017: $878,2252017Assets 2018: $875,788Liabilities 2018: $0Net Assets 2018: $875,7882018Assets 2019: $874,737Liabilities 2019: $0Net Assets 2019: $874,7372019Assets 2020: $864,708Liabilities 2020: $0Net Assets 2020: $864,7082020Assets 2021: $868,346Liabilities 2021: $0Net Assets 2021: $868,3462021Assets 2022: $859,111Liabilities 2022: $0Net Assets 2022: $859,1112022Assets 2023: $799,816Liabilities 2023: $0Net Assets 2023: $799,8162023Assets 2024: $775,388Liabilities 2024: $0Net Assets 2024: $775,3882024

Highlighted filing

2016

Assets$886,570
Liabilities$0
Net Assets$886,570

Operations Trend

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

$200K$100K$0-$100KRevenue 2012: $33,525Expenses 2012: $35,294Net Income 2012: -$1,7692012Revenue 2013: $61,696Expenses 2013: $152,512Net Income 2013: -$90,8162013Revenue 2014: $79,574Expenses 2014: $117,276Net Income 2014: -$37,7022014Revenue 2015: $60,986Expenses 2015: $110,928Net Income 2015: -$49,9422015Revenue 2016: $127,653Expenses 2016: $60,854Net Income 2016: $66,7992016Revenue 2017: $6,180Expenses 2017: $14,525Net Income 2017: -$8,3452017Revenue 2018: $6,181Expenses 2018: $8,618Net Income 2018: -$2,4372018Revenue 2019: $7,558Expenses 2019: $8,609Net Income 2019: -$1,0512019Revenue 2020: $8,508Expenses 2020: $18,537Net Income 2020: -$10,0292020Revenue 2021: $25,765Expenses 2021: $22,127Net Income 2021: $3,6382021Revenue 2022: $15,339Expenses 2022: $24,574Net Income 2022: -$9,2352022Revenue 2023: -$12,965Expenses 2023: $46,330Net Income 2023: -$59,2952023Revenue 2024: $19,145Expenses 2024: $43,573Net Income 2024: -$24,4282024

Highlighted filing

2016

Revenue$127,653
Expenses$60,854
Net Income$66,799
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 20, 2017
Return Version
2016v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James BannerPres* / VP / Director / Sec*-$16,250-$16,250
Nicole BannerPres / VP* / Director / Sec-$0--
Filing and Contact Details

Filer

Filer Name
Banner Family Foundation
EIN
45-4099257
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
James Banner
Title
vice president
Phone
8008391754
Signed
2017-09-20
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 Appendix340 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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CompensationExplanation/CompensationExplanationGrp/PersonNm1Nicole Banner
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0*Removed from positions in 2016
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1*Removed from position in 2016
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0James Banner
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Nicole Banner
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres* / VP / Dir / Sec*
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Pres / VP* / Dir / Sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NOVA SOUTHEASTERN UNIVERSITY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SMILE TRAIN INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03301 COLLEGE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt141 MADISON AVE 28TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DAVIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033314
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110010
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt026000
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/AppliedToCurrentYearAmt038779
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt038779
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt046727
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt049630
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt060113
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0171452
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt014982
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt046727
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt049630
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt060113
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt053761
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt014982
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0171452
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0156470
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2K-1 Exp ENERGY TRANSFER PARTNE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3K-1 Exp PLAINS ALL AMERICAN PI
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Payroll Processing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt09917
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1141
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt286
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0398
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt23
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09917
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1398
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt33
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4141
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt586
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 Inc/Loss ENERGY TRANSFER EQUITY LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1K-1 Inc/Loss ENERGY TRANSFER PARTNERS LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc2K-1 Inc/Loss ENTERPRISE PRODUCTS PARTNERS LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc3K-1 Inc/Loss MAGELLAN MIDSTREAM PARTNERS LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc4K-1 Inc/Loss MPLX LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc5K-1 Inc/Loss PLAINS ALL AMERICAN PIPELINE LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc6Sec 751 Gain on Sale ENERGY TRANSFER EQUITY LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc7Sec 751 Gain on Sale ENERGY TRANSFER PARTNERS LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc8Sec 751 Gain on Sale ENTERPRISE PRODUCTS PARTNERS
OtherIncomeSchedule2/OtherIncomeDetail/Desc9Sec 751 Gain on Sale MAGELLAN MIDSTREAM PARTNERS L
OtherIncomeSchedule2/OtherIncomeDetail/Desc10Sec 751 Gain on Sale MPLX LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc11Sec 751 Gain on Sale PLAINS ALL AMERICAN PIPELINE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt17
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-1
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-14
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt114
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-67
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-65
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4-198
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt5-125
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt678
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt7830
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt81302
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt9201
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt10423
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11673
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06367
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06367
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/Amt1124
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2016
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Tax Paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0124
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES BANNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0vice president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Banner Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BANN
ReturnHeader/Filer/EIN0454099257
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09D59D74B225D538E4555D08F8D8ED29667824494
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0259C731B7C7CCB55DA46458F0098BC0D5A2501CB
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId006391520172795000019
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-10-06
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.187.244.114
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/ReturnTs02017-10-06T12:08:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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