Civic Intelligence

Well Dunn

990 • Fiscal year 2020 • EIN 46-0687834

Jan 01, 2020 to Dec 31, 2020 • Filed on May 10, 2021

Cal Financial 700 Harris St No 2Charlottesville, VA 22903

(434) 817-9390

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

53rd percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

73rd percentile

23%

Higher net margin than 73% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

71st percentile

26%

Faster asset growth than 71% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

45th percentile

-19%

Faster revenue growth than 45% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$76,440

Up $15,882 (+26%) from 2019

Net Assets

Up

$76,440

Up $15,882 (+26%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$69,251

Down $16,373 (-19%) from 2019

Expenses

Down

$53,369

Down $18,039 (-25%) from 2019

Net Income

Up

$15,882

Up $1,666 (+12%) from 2019

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2013: $60,457Liabilities 2013: $0Net Assets 2013: $60,4572013Assets 2014: $49,032Liabilities 2014: $0Net Assets 2014: $49,0322014Assets 2015: $54,537Liabilities 2015: $0Net Assets 2015: $54,5372015Assets 2016: $121,676Liabilities 2016: $0Net Assets 2016: $121,6762016Assets 2017: $90,814Liabilities 2017: $0Net Assets 2017: $90,8142017Assets 2018: $46,342Liabilities 2018: $0Net Assets 2018: $46,3422018Assets 2019: $60,558Liabilities 2019: $0Net Assets 2019: $60,5582019Assets 2020: $76,440Liabilities 2020: $0Net Assets 2020: $76,4402020Assets 2021: $77,125Liabilities 2021: $0Net Assets 2021: $77,1252021Assets 2022: $95,076Liabilities 2022: $0Net Assets 2022: $95,0762022Assets 2023: $165,104Liabilities 2023: $0Net Assets 2023: $165,1042023Assets 2024: $146,281Liabilities 2024: $0Net Assets 2024: $146,2812024

Highlighted filing

2020

Assets$76,440
Liabilities$0
Net Assets$76,440

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2013: $91,098Expenses 2013: $30,641Net Income 2013: $60,4572013Revenue 2014: $55,992Expenses 2014: $67,416Net Income 2014: -$11,4242014Revenue 2015: $59,280Expenses 2015: $53,774Net Income 2015: $5,5062015Revenue 2016: $130,511Expenses 2016: $63,373Net Income 2016: $67,1382016Revenue 2017: $77,992Expenses 2017: $108,854Net Income 2017: -$30,8622017Revenue 2018: $50,936Expenses 2018: $95,408Net Income 2018: -$44,4722018Revenue 2019: $85,624Expenses 2019: $71,408Net Income 2019: $14,2162019Revenue 2020: $69,251Expenses 2020: $53,369Net Income 2020: $15,8822020Revenue 2021: $52,261Expenses 2021: $51,576Net Income 2021: $6852021Revenue 2022: $82,892Expenses 2022: $64,941Net Income 2022: $17,9512022Revenue 2023: $153,346Expenses 2023: $83,318Net Income 2023: $70,0282023Revenue 2024: $58,223Expenses 2024: $77,046Net Income 2024: -$18,8232024

Highlighted filing

2020

Revenue$69,251
Expenses$53,369
Net Income$15,882
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 10, 2021
Return Version
2020v4.1
Gross Receipts
$69,251
Mission and Program Overview

Mission

To support the ambitions of inspired young professionals by providing mentorships, scholarships, internships, and job placement assistance to volunteers in the entertainment industry that show exceptional talent and drive as the leaders of tomorrow.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$60,558$76,440▲ $15,882
Total Assets$60,558$76,440▲ $15,882
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$60,558$76,440▲ $15,882
Total Net Assets Fund Balance$60,558$76,440▲ $15,882
Total Liabilities and Net Assets / Fund Balance$60,558$76,440▲ $15,882
Compensation and Service Providers

Board Members and Trustees

NameTitle
Rick FarmanPresident
Nina MillerGeneral Manager
Jacqueline BarsottiSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$69,251
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$69,251
Change in Net Assets
$15,882
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$29,869
Grants and Similar Amounts Paid$23,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses-$27,000-$27,000
Grants to Domestic Individuals$23,500--$23,500
Insurance-$2,279-$2,279
Travel-$375-$375
Office Expenses-$160-$160
Fees for Services Other-$55-$55
Total Functional Expenses$23,500$29,869$0$53,369
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
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, Part VI, Section B, Line 11B

When the form 990 is prepared by the external accountant, a draft copy is submitted to the governing body for review. Once the draft copy is approved, a final form 990 is produced and filed

Form 990, Part VI, Section C, Line 19

All governing documents, conflict of interest policy, and tax return are available to the public upon written request.

Filing and Contact Details

Filer

Filer Name
Well Dunn
EIN
46-0687834
Phone
4348179390
Address
CAL FINANCIAL 700 HARRIS ST NO 2, CHARLOTTESVILLE, VA 22903

Signing Officer

Name
Rick Farman
Title
President
Phone
4348179390
Signed
2021-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick Farman
Formed
2012
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Van Duyne Bruno & Co Pa
Address
18 HOOK MOUNTAIN ROAD PO BOX 896, PINE BROOK, NJ 07058
Preparer
Aaron Van Duyne Iii CPA
Phone
9738081445
Raw XML Appendix296 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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ReturnHeader/PreparerPersonGrp/PhoneNum09738081445
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AARON VAN DUYNE III CPA
ReturnHeader/ReturnTs02021-05-12T08:24:51-05:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/TaxPeriodBeginDt02020-01-01
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.00$1.46$0.58$0.77$0.19
2023Summary only. Only limited summary data is available for this year.$1.65$0.00$1.65$1.53$0.83$0.70
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.00$0.95$0.83$0.65$0.18
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.00$0.77$0.52$0.52$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.69$0.53$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.00$0.61$0.86$0.71$0.14
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.00$0.46$0.51$0.95$0.44
2017Summary only. Only limited summary data is available for this year.$0.91$0.00$0.91$0.78$1.09$0.31
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$1.31$0.63$0.67
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.00$0.55$0.59$0.54$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.56$0.67$0.11
2013Summary only. Only limited summary data is available for this year.$0.60$0.00$0.60$0.91$0.31$0.60