Civic Intelligence

The Clovelly Foundation

990PF • Fiscal year 2012 • EIN 54-1900970

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 02, 2013

1420 East Commerce Road23224
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

54th percentile

1.4%

Faster asset growth than 54% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$960,567

Up $13,526 (+1.4%) from 2011

Net Assets

Up

$960,567

Up $13,526 (+1.4%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$104,300

Down $53,884 (-34%) from 2011

Net Income

-

No earlier filing loaded for comparison.

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 2010: $1,052,335Liabilities 2010: $0Net Assets 2010: $1,052,3352010Assets 2011: $947,041Liabilities 2011: $0Net Assets 2011: $947,0412011Assets 2012: $960,567Liabilities 2012: $0Net Assets 2012: $960,5672012Assets 2013: $910,969Liabilities 2013: $0Net Assets 2013: $910,9692013Assets 2014: $977,219Liabilities 2014: $0Net Assets 2014: $977,2192014Assets 2015: $1,037,432Liabilities 2015: $0Net Assets 2015: $1,037,4322015Assets 2016: $1,005,581Liabilities 2016: $0Net Assets 2016: $1,005,5812016Assets 2017: $970,780Liabilities 2017: $0Net Assets 2017: $970,7802017Assets 2018: $980,850Liabilities 2018: $0Net Assets 2018: $980,8502018Assets 2019: $1,050,036Liabilities 2019: $0Net Assets 2019: $1,050,0362019Assets 2020: $961,049Liabilities 2020: $0Net Assets 2020: $961,0492020Assets 2021: $939,281Liabilities 2021: $0Net Assets 2021: $939,2812021Assets 2022: $805,259Liabilities 2022: $0Net Assets 2022: $805,2592022Assets 2023: $727,378Liabilities 2023: $0Net Assets 2023: $727,3782023Assets 2024: $620,581Liabilities 2024: $0Net Assets 2024: $620,5812024

Highlighted filing

2012

Assets$960,567
Liabilities$0
Net Assets$960,567

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $153,2172010Expenses 2011: $158,1842011Expenses 2012: $104,3002012Revenue 2013: $63,308Expenses 2013: $112,906Net Income 2013: -$49,5982013Revenue 2014: $264,347Expenses 2014: $198,097Net Income 2014: $66,2502014Revenue 2015: $197,800Expenses 2015: $137,587Net Income 2015: $60,2132015Revenue 2016: $97,029Expenses 2016: $128,880Net Income 2016: -$31,8512016Revenue 2017: $76,449Expenses 2017: $111,250Net Income 2017: -$34,8012017Revenue 2018: $122,946Expenses 2018: $112,876Net Income 2018: $10,0702018Revenue 2019: $302,058Expenses 2019: $232,872Net Income 2019: $69,1862019Revenue 2020: $109,315Expenses 2020: $198,302Net Income 2020: -$88,9872020Revenue 2021: $235,892Expenses 2021: $257,660Net Income 2021: -$21,7682021Revenue 2022: $110,820Expenses 2022: $244,842Net Income 2022: -$134,0222022Revenue 2023: $126,501Expenses 2023: $204,382Net Income 2023: -$77,8812023Revenue 2024: $435,450Expenses 2024: $542,247Net Income 2024: -$106,7972024

Highlighted filing

2012

Revenue-
Expenses$104,300
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 2, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS N ALLENPresident-$0--
DONNA F MARTINSecretary-$0--
BERNADETTE G PALMERTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHAMPDEN-SYDNEY COLLEGEEDUCATIONAL SUPPORTSCHOOLHAMPDEN SYDNEY, VA, US$25,000
Paid GrantVIRGINIA HISTORICAL SOCIETYCHARITABLE SUPPORTPUBLICRICHMOND, VA, US$25,000
Paid GrantBOYS & GIRLS CLUBS OF RICHMONDCHARITABLE SUPPORTPUBLICRICHMOND, VA, US$10,000
Paid GrantTHE RICHMOND SYMPHONYCHARITABLE SUPPORTPUBLICRICHMOND, VA, US$10,000
Paid GrantVIRGINIA MUSEUM OF FINE ARTS FOUNDATIONCHARITABLE SUPPORTPUBLICRICHMOND, VA, US$10,000
Paid GrantUNITED WAY SERVICESCHARITABLE SUPPORTPUBLICRICHMOND, VA, US$5,000
Paid GrantMONTPELIER FOUNDATIONCHARITABLE SUPPORTPUBLICORANGE, VA, US$2,500
Paid GrantMAYO CLINIC FOUNDATIONCHARITABLE SUPPORTPUBLICJACKSONVILLE, FL, US$2,000
Paid GrantTROUSDALE PLACECHARITABLE SUPPORTPUBLICGALLATIN, TN, US$2,000
Paid GrantVIRGINIA FOUNDATION OF IDEPENDENT COLLEGESCHARITABLE SUPPORTPUBLICRICHMOND, VA, US$1,000
Paid GrantMCV FOUNDATIONCHARITABLE SUPPORTPUBLICRICHMOND, VA, US$1,000
Filing and Contact Details

Filer

EIN
54-1900970
Raw XML AppendixShowing 400 of 505 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/AccountingFees/NetInvestmentIncome0400
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0863635
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV01061006
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0CORPORATE STOCK INVESTMENTS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02005-08-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12005-08-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22007-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32002-03-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42002-06-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52006-08-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62007-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72011-06-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82011-12-22
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102012-05-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112012-05-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-02-16
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0700 SHS BROWN & BROWN INC FLA
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21,550 SHS BROWN & BROWN INC FLA
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3300 SHS COMCAST CRP NEW CL A SPL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset41,000 SHS COMCAST CRP NEW CL A SPL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5250 SHS BED BATH & BEYOND INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset61,400 SHS BED BATH & BEYOND INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7725 SHS EXPEDIA INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8900 SHS EXPEDIA INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9725 SHS TRIPADVISOR INC SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10650 SHS TEMPUR PEDIC INTL INC
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0THOMAS N ALLEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1DONNA F MARTIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2BERNADETTE G PALMER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0THOMAS N ALLEN PRESIDENT
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IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
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IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
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IRS990PF/SummaryOfDirectCharitableActy/Description10THE CLOVELLY FOUNDATION MAKES GRANTS TO QUALIFYING PUBLIC CHARITIES AND DOES NOT CARRY ON ANY CHARITABLE ACTIVITIES DIRECTLY.
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IRS990PF/SumOfProgramRelatedInvestments/Total00
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount101000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITABLE SUPPORT
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CHARITABLE SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3CHARITABLE SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4CHARITABLE SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5CHARITABLE SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6CHARITABLE SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7CHARITABLE SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8CHARITABLE SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9CHARITABLE SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10CHARITABLE SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10BOYS & GIRLS CLUBS OF RICHMOND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11HAMPDEN-SYDNEY COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12MAYO CLINIC FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13MONTPELIER FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14THE RICHMOND SYMPHONY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15TROUSDALE PLACE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16UNITED WAY SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17VIRGINIA FOUNDATION OF IDEPENDENT COLLEGES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18VIRGINIA HISTORICAL SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19VIRGINIA MUSEUM OF FINE ARTS FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine110MCV FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus9PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus10PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship9NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship10NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine102601 W BROAD STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11HAMPDEN-SYDNEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine124500 SAN PABLO ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13PO BOX 911
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14300 W FRANKLIN ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15PO BOX 953
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16224 E BROAD ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine178010 RIDGE ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18PO BOX 7311
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine192800 GROVE AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1101228 EAST BROAD STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0RICHMOND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1HAMPDEN SYDNEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2JACKSONVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3ORANGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4RICHMOND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5GALLATIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6RICHMOND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7RICHMOND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8RICHMOND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9RICHMOND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10RICHMOND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3VA

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.44$0.54$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.13$0.20$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.11$0.24$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.24$0.26$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.11$0.20$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.30$0.23$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.12$0.11$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.08$0.11$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.10$0.13$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.20$0.14$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.26$0.20$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.06$0.11$0.05
2012Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.10
2011Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.16
2010Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.15