Civic Intelligence

Paul and Katie Dougherty Foundation

990PF • Fiscal year 2021 • EIN 46-4717431

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 29, 2022

Organization Profile
356 Santana Row 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

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

24th percentile

0.00x

Higher debt load relative to revenue than 24% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

71st percentile

31%

Higher net margin than 71% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

50th percentile

7.7%

Faster asset growth than 50% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

157%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,810,991

Up $416,981 (+7.7%) from 2020

Net Assets

Up

$5,810,991

Up $416,981 (+7.7%) from 2020

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin71st percentile

Revenue

Up

$476,078

Up $290,620 (+157%) from 2020

Expenses

Up

$326,854

Up $53,954 (+20%) from 2020

Net Income

Up

$149,224

Up $236,666 (+271%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth50th 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: $0Net 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

2021

Assets$5,810,991
Liabilities$0
Net Assets$5,810,991
Open 2021 Filing

Operations Trend

Revenue Growth88th 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

2021

Revenue$476,078
Expenses$326,854
Net Income$149,224
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 29, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay32nd 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 316, SAN JOSE, CA 95128

Signing Officer

Name
Gregory Dougherty
Title
President/chairman
Phone
4084828143
Signed
2022-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Hood & Strong Llp
Address
275 BATTERY STREET STE 900, SAN FRANCISCO, CA 94111
Preparer
Jacob Yau
Phone
4157810793
Raw XML Appendix305 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0300000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION SUPPORT, MEDICAL RESEARCH, ENRICHMENT OF THE LIVES OF CHILDREN WITH LIFE-THREATENING MEDICAL CONDITIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UCSF BENIOFF CHILDREN'S HOSPITALS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02201 BROADWAY 600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094612
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0300000
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/AppliedToCurrentYearAmt066957
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0237993
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0281799
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0304950
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0214842
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0237993
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0267757
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt018892
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt018892
TaxesSchedule/TaxesDetail/Amt03012
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGORY DOUGHERTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum04084828143
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAUL AND KATIE DOUGHERTY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0464717431
ReturnHeader/Filer/PhoneNum04084828143
ReturnHeader/Filer/USAddress/AddressLine1Txt0356 SANTANA ROW 316
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095128
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941254756
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOOD & STRONG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0275 BATTERY STREET STE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094111
ReturnHeader/PreparerPersonGrp/PhoneNum04157810793
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACOB YAU
ReturnHeader/ReturnTs02022-05-09T11:26:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GREGORY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DOUGHERTY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,810,991
Liabilities
$0
Net assets
$5,810,991
Revenue
$476,078
Expenses
$326,854
Net income
$149,224
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