Civic Intelligence

Marie G Solis Foundation

990PF • Fiscal year 2017 • EIN 45-5537745

Jan 01, 2017 to Dec 31, 2017 • Filed on May 09, 2018

308 N Main Street No 400Chalfont, PA 18914

(215) 345-4301

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.

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

Liabilities / Revenue

35th percentile

0.00x

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

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

Net Margin

4th percentile

-125%

Higher net margin than 4% of similar nonprofits.

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

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

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

Asset Growth

22nd percentile

-4.7%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

19th percentile

-13%

Faster revenue growth than 19% of similar nonprofits.

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

Assets

Down

$620,822

Down $30,895 (-4.7%) from 2016

Net Assets

Down

$620,822

Down $30,895 (-4.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$24,621

Down $3,727 (-13%) from 2016

Expenses

Down

$55,516

Down $10,065 (-15%) from 2016

Net Income

Up

-$30,895

Up $6,338 (+17%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $235,692Liabilities 2012: $02012Assets 2013: $272,737Liabilities 2013: $0Net Assets 2013: $272,7372013Assets 2014: $216,953Liabilities 2014: $0Net Assets 2014: $216,9532014Assets 2015: $688,950Liabilities 2015: $0Net Assets 2015: $688,9502015Assets 2016: $651,717Liabilities 2016: $0Net Assets 2016: $651,7172016Assets 2017: $620,822Liabilities 2017: $0Net Assets 2017: $620,8222017Assets 2018: $582,725Liabilities 2018: $0Net Assets 2018: $582,7252018Assets 2019: $542,701Liabilities 2019: $0Net Assets 2019: $542,7012019Assets 2020: $489,020Liabilities 2020: $0Net Assets 2020: $489,0202020Assets 2021: $439,562Liabilities 2021: $0Net Assets 2021: $439,5622021Assets 2022: $390,702Liabilities 2022: $0Net Assets 2022: $390,7022022Assets 2023: $340,032Liabilities 2023: $0Net Assets 2023: $340,0322023Assets 2024: $313,130Liabilities 2024: $0Net Assets 2024: $313,1302024

Highlighted filing

2017

Assets$620,822
Liabilities$0
Net Assets$620,822

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $250,122Expenses 2012: $14,430Net Income 2012: $235,6922012Revenue 2013: $79,175Expenses 2013: $42,130Net Income 2013: $37,0452013Revenue 2014: $4,937Expenses 2014: $60,721Net Income 2014: -$55,7842014Revenue 2015: $514,793Expenses 2015: $42,796Net Income 2015: $471,9972015Revenue 2016: $28,348Expenses 2016: $65,581Net Income 2016: -$37,2332016Revenue 2017: $24,621Expenses 2017: $55,516Net Income 2017: -$30,8952017Revenue 2018: $25,163Expenses 2018: $63,260Net Income 2018: -$38,0972018Revenue 2019: $33,005Expenses 2019: $73,029Net Income 2019: -$40,0242019Revenue 2020: $31,536Expenses 2020: $85,217Net Income 2020: -$53,6812020Revenue 2021: $18,994Expenses 2021: $68,452Net Income 2021: -$49,4582021Revenue 2022: $25,854Expenses 2022: $74,714Net Income 2022: -$48,8602022Revenue 2023: $24,757Expenses 2023: $75,427Net Income 2023: -$50,6702023Revenue 2024: $40,940Expenses 2024: $67,842Net Income 2024: -$26,9022024

Highlighted filing

2017

Revenue$24,621
Expenses$55,516
Net Income-$30,895
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 9, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RENEE C ROCKPresident-$0--
ALICE R SHOBERVice-President-$0--
DONNA J LUCKSecretary-$0--
SAMANTHA K SHOBERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Marie G Solis Foundation
EIN
45-5537745
Phone
2153454301
Address
308 N MAIN STREET NO 400, CHALFONT, PA 18914

Signing Officer

Name
Renee C Rock
Title
President
Phone
2153454301
Signed
2018-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Dunlap & Associates Pc
Address
1300 HORIZON DRIVE SUITE 106, CHALFONT, PA 18914
Preparer
Julia L Davis
Phone
2159975600
Raw XML Appendix376 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/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RENEE C ROCK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0308 N MAIN STREET STE 400
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHALFONT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd018914
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02153454301
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO SPECIFIC FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0RENEE C ROCK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02153454301
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0308 N MAIN STREET STE 400
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CHALFONT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd018914
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DELAWARE HOSPICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt016 POLLY DRUMMON CENTER 2ND FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEWARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019711
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt034906
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt034906
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt023059
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01113
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08626
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt044353
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011555
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt023059
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01113
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08626
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt046461
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011555
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt044353
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt032798
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt06425
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt06425
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVISOR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt15497
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08487
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08487
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15497
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0714
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12856
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MARKETING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0714
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt12856
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt068
TaxesSchedule/TaxesDetail/Amt1500
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt12016 TAX PAYMENT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1500
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RENEE C ROCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02153454301
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARIE G SOLIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0455537745
ReturnHeader/Filer/PhoneNum02153454301
ReturnHeader/Filer/USAddress/AddressLine1Txt0308 N MAIN STREET NO 400
ReturnHeader/Filer/USAddress/CityNm0CHALFONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018914
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06174C3AA77AE7F0BB8F89737535387C663F3E40A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0867B9D9BFF9204A9835CFA5D47B71E8288B19443
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.161.204.49
ReturnHeader/FilingSecurityInformation/IPDt02018-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:51:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0233018514
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DUNLAP & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01300 HORIZON DRIVE SUITE 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHALFONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018914
ReturnHeader/PreparerPersonGrp/PhoneNum02159975600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIA L DAVIS
ReturnHeader/ReturnTs02018-05-11T11:19:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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