Civic Intelligence

Cavalier Health Fund Charitable Trust

990PF • Fiscal year 2017 • EIN 46-6477063

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 25, 2018

PO Box 886Orlando, FL 32802

(407) 422-1234

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.69x

Higher debt load relative to assets than 93% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

94th percentile

0.67x

Higher debt load relative to revenue than 94% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

41st percentile

-0.2%

Higher net margin than 41% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

56th percentile

3.8%

Faster asset growth than 56% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

22nd percentile

-21%

Faster revenue growth than 22% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Assets

Up

$3,417

Up $245 (+7.7%) from 2015

Net Assets

Down

$1,060

Down $2,112 (-67%) from 2015

Liabilities

Up

$2,357

Up $2,357 from 2015

Revenue

Down

$3,530

Down $2,118 (-38%) from 2015

Expenses

Down

$3,537

Down $183 (-4.9%) from 2015

Net Income

Down

-$7

Down $1,935 (-100%) from 2015

Historical Trend

Balance Sheet Trend

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

$6.0K$4.0K$2.0K$0Assets 2013: $1,000Liabilities 2013: $0Net Assets 2013: $1,0002013Assets 2014: $1,244Liabilities 2014: $0Net Assets 2014: $1,2442014Assets 2015: $3,172Liabilities 2015: $0Net Assets 2015: $3,1722015Assets 2017: $3,417Liabilities 2017: $2,357Net Assets 2017: $1,0602017Assets 2018: $4,820Liabilities 2018: $2,2822018Assets 2019: $5,250Liabilities 2019: $3,3362019

Highlighted filing

2017

Assets$3,417
Liabilities$2,357
Net Assets$1,060

Operations Trend

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

$10K$5.0K$0-$5.0KRevenue 2013: $1,000Expenses 2013: $0Net Income 2013: $1,0002013Revenue 2014: $1,509Expenses 2014: $1,265Net Income 2014: $2442014Revenue 2015: $5,648Expenses 2015: $3,720Net Income 2015: $1,9282015Revenue 2017: $3,530Expenses 2017: $3,537Net Income 2017: -$72017Revenue 2018: $6,681Expenses 2018: $7,560Net Income 2018: -$8792018Revenue 2019: $7,021Expenses 2019: $9,927Net Income 2019: -$2,9062019

Highlighted filing

2017

Revenue$3,530
Expenses$3,537
Net Income-$7
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 25, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rodney RussellTrusteePT$0--
Blenheim CompanyTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Cavalier Health Fund Charitable Trust
EIN
46-6477063
Phone
4074221234
Address
PO BOX 886, ORLANDO, FL 32802

Signing Officer

Name
Rodney Russell
Title
Trustee
Signed
2018-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Glickstein Laval Carris PA CPAs
Address
220 E Central Pkwy Ste 1040, Altamonte Springs, FL 32701-3400
Preparer
Richard M Ornstein CPA
Phone
4076454775
Raw XML Appendix222 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/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt02012-05-16
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt03537
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt013757
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt05235
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt03720
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt01265
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01265
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt03537
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03537
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03537
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Rodney Russell
IRS990PF/StatementsRegardingActyGrp/PhoneNum04074221234
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.cavalierhealthfund.org
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The purpose of the Trust is to advance the health and well being of the Cavalier King Charles Spaniel breed, including funding sound scientific research, supporting the dissemination of health information to prevent, treat, and cure diseases of the Cavalier King Charles Spaniel breed.
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt0600
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0To adjust to correct balance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Internet
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PayPal Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Telephone
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Website
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Xerox Contract
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt133
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21430
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3548
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4148
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt133
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3548
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4148
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Amazon Credit
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01101
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Due to Trustee
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt02357
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RODNEY RUSSELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAVALIER HEALTH FUND CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CAVA
ReturnHeader/Filer/EIN0466477063
ReturnHeader/Filer/PhoneNum04074221234
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 886
ReturnHeader/Filer/USAddress/CityNm0ORLANDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032802
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593094260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Glickstein Laval Carris PA CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 E Central Pkwy Ste 1040
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Altamonte Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0327013400
ReturnHeader/PreparerPersonGrp/PhoneNum04076454775
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard M Ornstein CPA
ReturnHeader/ReturnTs02018-10-25T13:46:14-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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