Civic Intelligence

Paul and Katie Dougherty Foundation

990PF • Fiscal year 2017 • EIN 46-4717431

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 16, 2018

Organization Profile
356 Santana Row No 316San Jose, CA 95128

(408) 482-8143

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

19th percentile

-12%

Higher net margin than 19% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

65th percentile

8.1%

Faster asset growth than 65% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

134%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$5,580,176

Up $416,906 (+8.1%) from 2016

Net Assets

Up

$5,580,176

Up $416,906 (+8.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin19th percentile

Revenue

Up

$233,332

Up $133,409 (+134%) from 2016

Expenses

Down

$261,168

Down $61,347 (-19%) from 2016

Net Income

Up

-$27,836

Up $194,756 (+87%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$6.0M$4.0M$2.0M$0Assets 2014: $1Liabilities 2014: $1Net Assets 2014: $02014Assets 2015: $100Liabilities 2015: $1Net Assets 2015: $1002015Assets 2016: $5,163,270Liabilities 2016: $0Net Assets 2016: $5,163,2702016Assets 2017: $5,580,176Liabilities 2017: $0Net Assets 2017: $5,580,1762017Assets 2018: $4,805,038Liabilities 2018: $0Net Assets 2018: $4,805,0382018Assets 2019: $5,281,527Liabilities 2019: $1Net Assets 2019: $5,281,5272019Assets 2020: $5,394,010Liabilities 2020: $1Net Assets 2020: $5,394,0102020Assets 2021: $5,810,991Liabilities 2021: $1Net Assets 2021: $5,810,9912021Assets 2022: $4,876,686Liabilities 2022: $1Net Assets 2022: $4,876,6862022Assets 2023: $5,124,766Liabilities 2023: $1Net Assets 2023: $5,124,7662023Assets 2024: $5,242,424Liabilities 2024: $0Net Assets 2024: $5,242,4242024

Highlighted filing

2017

Assets$5,580,176
Liabilities$0
Net Assets$5,580,176
Open 2017 Filing

Operations Trend

Revenue Growth92nd percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2015: $100Expenses 2015: $0Net Income 2015: $1002015Revenue 2016: $99,923Expenses 2016: $322,515Net Income 2016: -$222,5922016Revenue 2017: $233,332Expenses 2017: $261,168Net Income 2017: -$27,8362017Revenue 2018: $308,439Expenses 2018: $300,398Net Income 2018: $8,0412018Revenue 2019: $186,380Expenses 2019: $281,850Net Income 2019: -$95,4702019Revenue 2020: $185,458Expenses 2020: $272,900Net Income 2020: -$87,4422020Revenue 2021: $476,078Expenses 2021: $326,854Net Income 2021: $149,2242021Revenue 2022: $260,851Expenses 2022: $330,095Net Income 2022: -$69,2442022Revenue 2023: $211,391Expenses 2023: $324,690Net Income 2023: -$113,2992023Revenue 2024: $407,653Expenses 2024: $326,384Net Income 2024: $81,2692024

Highlighted filing

2017

Revenue$233,332
Expenses$261,168
Net Income-$27,836
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 16, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREGORY DOUGHERTYPresident/Chairman-$0--
PAUL JAMES DOUGHERTYSecretary/CFO-$0--
Filing and Contact Details

Filer

Filer Name
Paul and Katie Dougherty Foundation
EIN
46-4717431
Phone
4084828143
Address
356 SANTANA ROW NO 316, SAN JOSE, CA 95128

Signing Officer

Name
Gregory Dougherty
Title
President/chairman
Phone
4084828143
Signed
2018-08-16
Discuss with paid preparer
Yes

Preparer

Firm
Hood & Strong Llp
Address
275 BATTERY ST STE 900, SAN FRANCISCO, CA 94111
Preparer
Maga E Kisriev
Phone
4157810793
Raw XML Appendix353 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
AppliedToPriorYearElection/ElectionDesc0PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), PAUL AND KATIE DOUGHERTY FOUNDATION (THE "FOUNDATION") HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF THE UNDISTRIBUTED INCOME FOR 2014. CONSEQUENTLY, THE QUALIFYING DISTRIBUTION OF $293,118 IN 2016 IS TREATED AS MADE: (I) 76,847 OUT OF THE UNDISTRIBUTED INCOME FOR 2015; (II) $214,321 OUT OF THE UNDISTRIBUTED INCOME FOR 2014; (III) $1,950 OUT OF THE DISTRIBUTABLE AMOUNT FOR 2016.AS EXPLAINED ON STATEMENT 10 BELOW, THE FOUNDATION IS THE SUCCESSOR FOUNDATION AND RECIPIENT OF ONE-HALF OF DOUGHERTY FAMILY FOUNDATION'S (DFF'S) (EIN: 91-2169485) ASSETS, AND AS SUCH THESE CURRENT YEAR QUALIFYING DISTRIBUTIONS ARE, IN PART, ATTRIBUTABLE TO DFF'S CHAPTER 42 OBLIGATIONS, INCLUDING DISTRIBUTIONS OF PRIOR YEAR AMOUNTS.
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IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0241854
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THIS WAS A CA TAX REFUND.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
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/DonorAdvisedFundInd01
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0GREGORY DOUGHERTY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0356 SANTANA ROW 316
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN JOSE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095128
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04084828143
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0241300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION SUPPORT, ENRICHMENT OF THE LIVES OF CHILDREN WITH LIFE-THREATENING MEDICAL CONDITIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SCHWAB CHARITABLE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0211 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0241300
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/AppliedToCurrentYearAmt0563
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0241291
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0267161
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0241854
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0266598
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0241291
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0539
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0539
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CA FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt057
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CA TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt057
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0444742
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt017914
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt017914
TaxesSchedule/TaxesDetail/Amt01400
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGORY DOUGHERTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum04084828143
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAUL AND KATIE DOUGHERTY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0464717431
ReturnHeader/Filer/PhoneNum04084828143
ReturnHeader/Filer/USAddress/AddressLine1Txt0356 SANTANA ROW NO 316
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095128
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B9D06D167B38CCAEB9FEF959FFFCC4DE5803AFFD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F0B10289AC72EC75365327AE0752FCE38A34E5DB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.247.123.181
ReturnHeader/FilingSecurityInformation/IPDt02018-08-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:36:25
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941254756
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOOD & STRONG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0275 BATTERY ST STE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094111
ReturnHeader/PreparerPersonGrp/PhoneNum04157810793
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MAGA E KISRIEV
ReturnHeader/ReturnTs02018-08-20T18:36:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,580,176
Liabilities
$0
Net assets
$5,580,176
Revenue
$233,332
Expenses
$261,168
Net income
-$27,836
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.41$0.33$0.08
2023Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.21$0.32$0.11
2022Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.26$0.33$0.07
2021Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.48$0.33$0.15
2020Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$0.19$0.27$0.09
2019Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.19$0.28$0.10
2018Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.31$0.30$0.01
2017Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.23$0.26$0.03
2016Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.10$0.32$0.22
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00