Civic Intelligence

Cullen Family Foundation

990PF • Fiscal year 2014 • EIN 54-2015021

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 12, 2015

4701 Cox RoadGlen Allen, VA 23060

(908) 709-3703

Siviq Scores

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

Liabilities / Assets

88th percentile

0.00x

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

2014 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

88th percentile

0.00x

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

2014 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2014

Net Margin

36th percentile

1.5%

Higher net margin than 36% of similar nonprofits.

2014 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2014 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2014

Asset Growth

40th percentile

0.1%

Faster asset growth than 40% of similar nonprofits.

2014 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

58th percentile

19%

Faster revenue growth than 58% of similar nonprofits.

2014 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$1,379,045

Up $740 (+0.1%) from 2013

Net Assets

Up

$1,379,045

Up $740 (+0.1%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$50,741

Up $8,105 (+19%) from 2013

Expenses

Up

$50,001

Up $8,204 (+20%) from 2013

Net Income

Down

$740

Down $99 (-12%) from 2013

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: $1,384,837Liabilities 2010: $0Net Assets 2010: $1,384,8372010Assets 2011: $1,402,576Liabilities 2011: $0Net Assets 2011: $1,402,5762011Assets 2012: $1,377,466Liabilities 2012: $0Net Assets 2012: $1,377,4662012Assets 2013: $1,378,305Liabilities 2013: $0Net Assets 2013: $1,378,3052013Assets 2014: $1,379,045Liabilities 2014: $0Net Assets 2014: $1,379,0452014Assets 2015: $1,388,816Liabilities 2015: $0Net Assets 2015: $1,388,8162015Assets 2016: $1,359,781Liabilities 2016: $0Net Assets 2016: $1,359,7812016Assets 2017: $1,302,460Liabilities 2017: $0Net Assets 2017: $1,302,4602017Assets 2018: $1,323,907Liabilities 2018: $0Net Assets 2018: $1,323,9072018Assets 2019: $1,283,086Liabilities 2019: $0Net Assets 2019: $1,283,0862019Assets 2020: $1,261,726Liabilities 2020: $0Net Assets 2020: $1,261,7262020Assets 2021: $1,302,613Liabilities 2021: $0Net Assets 2021: $1,302,6132021Assets 2022: $1,289,125Liabilities 2022: $0Net Assets 2022: $1,289,1252022Assets 2023: $1,297,460Liabilities 2023: $0Net Assets 2023: $1,297,4602023Assets 2024: $1,332,966Liabilities 2024: $0Net Assets 2024: $1,332,9662024

Highlighted filing

2014

Assets$1,379,045
Liabilities$0
Net Assets$1,379,045

Operations Trend

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $70,5102010Expenses 2011: $22,6782011Expenses 2012: $59,0132012Revenue 2013: $42,636Expenses 2013: $41,797Net Income 2013: $8392013Revenue 2014: $50,741Expenses 2014: $50,001Net Income 2014: $7402014Revenue 2015: $70,067Expenses 2015: $60,296Net Income 2015: $9,7712015Revenue 2016: $50,642Expenses 2016: $79,677Net Income 2016: -$29,0352016Revenue 2017: $34,898Expenses 2017: $92,219Net Income 2017: -$57,3212017Revenue 2018: $90,203Expenses 2018: $68,756Net Income 2018: $21,4472018Revenue 2019: $53,355Expenses 2019: $94,176Net Income 2019: -$40,8212019Revenue 2020: $65,740Expenses 2020: $87,100Net Income 2020: -$21,3602020Revenue 2021: $135,964Expenses 2021: $95,077Net Income 2021: $40,8872021Revenue 2022: $86,541Expenses 2022: $100,029Net Income 2022: -$13,4882022Revenue 2023: $82,874Expenses 2023: $74,539Net Income 2023: $8,3352023Revenue 2024: $109,892Expenses 2024: $74,386Net Income 2024: $35,5062024

Highlighted filing

2014

Revenue$50,741
Expenses$50,001
Net Income$740
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 12, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES G CULLENPresident-$0--
LISA M MCCONNELLVice President-$0--
AIMEE REALISecretary-$0--
JAMES T CULLENTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Cullen Family Foundation
EIN
54-2015021
Phone
9087093703
Address
4701 COX ROAD, GLEN ALLEN, VA 23060

Signing Officer

Name
James G Cullen
Title
President
Signed
2015-08-12
Discuss with paid preparer
Yes

Preparer

Firm
Puzo & Mortenson LLC
Address
505 Boulevard, Kenilworth, NJ 07033
Preparer
Keith P Mortenson CPA
Phone
9087093703
Raw XML Appendix355 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES G CULLEN
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0505 BOULEVARD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0KENILWORTH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd007033
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PUZO & MORTENSON LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum09087093703
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO SPECIAL FORM.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JAMES CULLEN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09087093703
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt09815 FIRST AVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0STONE HARBOR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd008724
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APPLICATIONS ACCEPTED ANY TIME.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JAMES G CULLEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ACADEMIC SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL OPERATING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL OPERATING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0UNIVERSITY OF RUTGERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1EISENHOWER MEDICAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2MEMORIAL SLOAN KETTERING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3SACRED HEART CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4SACRED HEART SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0EASTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt139000 BOB HOPE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21275 YORK AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt343775 DEEP CANYON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt443775 DEEP CANYON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW BRUNSWICK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1RANCHO MIRAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PALM DESERT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PALM DESERT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd008901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192270
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210065
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492260
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt044905
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt019380
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt025525
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt074960
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt044905
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt055580
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt025525
TaxesSchedule/TaxesDetail/Amt0747
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0747
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES G CULLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CULLEN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CULL
ReturnHeader/Filer/EIN0542015021
ReturnHeader/Filer/PhoneNum09087093703
ReturnHeader/Filer/USAddress/AddressLine1Txt04701 COX ROAD
ReturnHeader/Filer/USAddress/CityNm0GLEN ALLEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023060
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Puzo & Mortenson LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0505 Boulevard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Kenilworth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007033
ReturnHeader/PreparerPersonGrp/PhoneNum09087093703
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEITH P MORTENSON CPA
ReturnHeader/ReturnTs02015-08-12T13:34:45-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.11$0.07$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.08$0.07$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.09$0.10$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.14$0.10$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.07$0.09$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.05$0.09$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.09$0.07$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.03$0.09$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.05$0.08$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.07$0.06$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.05$0.05$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.04$0.04$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.02
2010Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.07