Civic Intelligence

C E Richardson Benevolent Foundation

990PF • Fiscal year 2023 • EIN 51-0227549

Jun 01, 2022 to May 31, 2023 • Filed on Jul 19, 2023

PO Box 1120Pulaski, VA 24301-1120

(540) 980-6628

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

43rd percentile

0.02x

Higher debt load relative to revenue than 43% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

26th percentile

-13%

Higher net margin than 26% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

50th percentile

$11,489

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

33rd percentile

-1.9%

Faster asset growth than 33% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-34%

Faster revenue growth than 13% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$1,686,626

Down $32,818 (-1.9%) from 2022

Net Assets

Down

$1,681,671

Down $36,309 (-2.1%) from 2022

Liabilities

Up

$4,955

Up $3,491 (+238%) from 2022

Revenue

Down

$276,161

Down $143,073 (-34%) from 2022

Expenses

Down

$312,470

Down $52,640 (-14%) from 2022

Net Income

Down

-$36,309

Down $90,433 (-167%) from 2022

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,896,763Liabilities 2012: $10,5392012Assets 2013: $1,847,077Liabilities 2013: $10,0472013Assets 2014: $1,788,621Liabilities 2014: $10,0562014Assets 2015: $1,698,698Liabilities 2015: $592015Assets 2016: $1,699,266Liabilities 2016: $6142016Assets 2020: $1,698,570Liabilities 2020: $1,5832020Assets 2021: $1,665,414Liabilities 2021: $1,558Net Assets 2021: $1,663,8562021Assets 2022: $1,719,444Liabilities 2022: $1,464Net Assets 2022: $1,717,9802022Assets 2023: $1,686,626Liabilities 2023: $4,955Net Assets 2023: $1,681,6712023Assets 2024: $1,595,092Liabilities 2024: $713Net Assets 2024: $1,594,3792024Assets 2025: $1,474,195Liabilities 2025: $1,374Net Assets 2025: $1,472,8212025

Highlighted filing

2023

Assets$1,686,626
Liabilities$4,955
Net Assets$1,681,671

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $104,899Expenses 2012: $172,704Net Income 2012: -$67,8052012Revenue 2013: $109,026Expenses 2013: $170,134Net Income 2013: -$61,1082013Revenue 2014: $126,513Expenses 2014: $214,443Net Income 2014: -$87,9302014Revenue 2015: $125,235Expenses 2015: $233,258Net Income 2015: -$108,0232015Revenue 2016: $126,488Expenses 2016: $228,467Net Income 2016: -$101,9792016Revenue 2020: $150,080Expenses 2020: $295,409Net Income 2020: -$145,3292020Revenue 2021: $146,957Expenses 2021: $279,621Net Income 2021: -$132,6642021Revenue 2022: $419,234Expenses 2022: $365,110Net Income 2022: $54,1242022Revenue 2023: $276,161Expenses 2023: $312,470Net Income 2023: -$36,3092023Revenue 2024: $214,293Expenses 2024: $301,594Net Income 2024: -$87,3012024Revenue 2025: $230,933Expenses 2025: $352,549Net Income 2025: -$121,6162025

Highlighted filing

2023

Revenue$276,161
Expenses$312,470
Net Income-$36,309
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Jul 19, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ruth S LooneyManager & TrusteePT$11,489-$11,489
Phillip M BakerTrustee-$5,000-$5,000
Mark S BucklandTrustee-$5,000-$5,000
James D MillerTrustee Emeritus-$5,000-$5,000
Filing and Contact Details

Filer

Filer Name
C E Richardson Benevolent Foundation
EIN
51-0227549
In Care Of
% Ruth S Looney
Address
PO BOX 1120, PULASKI, VA 24301-1120

Signing Officer

Name
Ruth S Looney
Title
Manager
Signed
2023-07-19
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IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/UnrelatedBusinessTaxblIncmAmt40
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/UnrelatedBusinessTaxblIncmAmt50
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/UnrelatedBusinessTaxblIncmAmt60
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0170643
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0170643
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0105518
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0275164
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0275164
IRS990PF/AnalysisOfRevenueAndExpenses/CostOfGoodsSoldAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt063
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0190
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0170643
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0170643
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-36309
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0223090
IRS990PF/AnalysisOfRevenueAndExpenses/IncmModificationsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0105518
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0266650
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt04326
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt02163
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt06489
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03185
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01592
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt04777
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt065
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt065
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0586
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0293
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04585
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0299126
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09511
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0312470
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0276161
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0276161
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt023962
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09511
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt037306
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0117572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0105518
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0105518
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0223090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Public Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0105518
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-36309
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01681671
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01717980
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01681671
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0296655
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0296655
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0296655
IRS990PF/DistributableAmountGrp/IncomeTaxAmt00
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0300361
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03706
IRS990PF/DistributableAmountGrp/TotalTaxAmt03706
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03639
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03706
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt067
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03706
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03706
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt067
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03639
IRS990PF/FMVAssetsEOYAmt05840459
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt01464
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt04955
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02852532
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02852532
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02706
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt04687
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt04687
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01666292
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01599229
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05753062
IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt00
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt04028
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt04247
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0409
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0219
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0219
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0239
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0100
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0100
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-1134552
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-1170861
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt049798
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt082391
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt082391
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01719444
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01686626
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05840459
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01464
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt04955
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01719444

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