Civic Intelligence

De Leone Charitable Foundation

990PF • Fiscal year 2020 • EIN 47-6700515

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

1258 SW Lake RoadRedmond, OR 97756

(541) 504-8311

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

1st percentile

-17098%

Higher net margin than 1% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

52nd percentile

3.7%

Faster asset growth than 52% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

100th percentile

4186%

Faster revenue growth than 100% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,284,995

Up $45,500 (+3.7%) from 2019

Net Assets

$1,284,995

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$600

Up $586 (+4186%) from 2019

Expenses

Down

$103,189

Down $327 (-0.3%) from 2019

Net Income

Up

-$102,589

Up $913 (+0.9%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2015: $1,264,127Liabilities 2015: $02015Assets 2019: $1,239,495Liabilities 2019: $02019Assets 2020: $1,284,995Liabilities 2020: $0Net Assets 2020: $1,284,9952020Assets 2021: $1,485,680Liabilities 2021: $1Net Assets 2021: $1,485,6792021Assets 2022: $1,440,580Liabilities 2022: $0Net Assets 2022: $1,440,5802022Assets 2023: $1,207,028Liabilities 2023: $0Net Assets 2023: $1,207,0282023Assets 2024: $1,097,697Liabilities 2024: $0Net Assets 2024: $1,097,6972024

Highlighted filing

2020

Assets$1,284,995
Liabilities$0
Net Assets$1,284,995

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2015: $6Expenses 2015: $102,171Net Income 2015: -$102,1652015Revenue 2019: $14Expenses 2019: $103,516Net Income 2019: -$103,5022019Revenue 2020: $600Expenses 2020: $103,189Net Income 2020: -$102,5892020Revenue 2021: $12Expenses 2021: $127,697Net Income 2021: -$127,6852021Revenue 2022: $0Expenses 2022: $187,035Net Income 2022: -$187,0352022Revenue 2023: $0Expenses 2023: $140,787Net Income 2023: -$140,7872023Revenue 2024: $4,256Expenses 2024: $18,541Net Income 2024: -$14,2852024

Highlighted filing

2020

Revenue$600
Expenses$103,189
Net Income-$102,589
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 10, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve AldrichTrustee-$0--
Theresa DeLeoneTrustee-$0--
David L HawesTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Deleone Charitable Foundation
EIN
47-6700515
Phone
5415048311
Address
1258 SW Lake Road, Redmond, OR 97756

Signing Officer

Name
Steve Aldrich
Title
Trustee
Signed
2021-04-10
Discuss with paid preparer
Yes

Preparer

Firm
Evans Bartlett & Higbe CPAs LLP
Address
180 NW 2nd St, Prineville, OR 97754
Preparer
Victor L Bartlett
Phone
5414476565
Raw XML Appendix369 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt049.9% of The DeLeone Corporation $ 96,477 Charitable Ded - 752 Interest Income + 69 -------- Net $ 97,594 QBI Deduction 20% - 19,295 ($96,477 X .20) -------- Taxable Income $ 78,299 ========
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Steve Aldrich
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-10
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ReturnHeader/Filer/EIN0476700515
ReturnHeader/Filer/PhoneNum05415048311
ReturnHeader/Filer/USAddress/AddressLine1Txt01258 SW Lake Road
ReturnHeader/Filer/USAddress/CityNm0Redmond
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ReturnHeader/Filer/USAddress/ZIPCd097756
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931015677
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Evans Bartlett & Higbe CPAs LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0180 NW 2nd St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Prineville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097754
ReturnHeader/PreparerPersonGrp/PhoneNum05414476565
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Victor L Bartlett
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-04-10T10:13:06-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Steve
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Aldrich
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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