Civic Intelligence

Idealliance Foundation

990EZ • Fiscal year 2014 • EIN 56-2094060

Jul 01, 2013 to Jun 30, 2014 • Filed on May 13, 2015

Organization ProfileN/A
Medical Center Boulevard27157

(336) 716-4445

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

47th percentile

0.6%

Faster asset growth than 47% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$1,187

Up $7 (+0.6%) from 2013

Net Assets

Up

$1,187

Up $7 (+0.6%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin100th percentile

Revenue

Up

$7

Up $7 from 2013

Expenses

Flat

$0

Flat from 2013

Net Income

Up

$7

Up $7 from 2013

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$1.5K$1.0K$500$0Assets 2011: $1,138Liabilities 2011: $02011Assets 2012: $1,180Liabilities 2012: $0Net Assets 2012: $1,1802012Assets 2013: $1,180Liabilities 2013: $0Net Assets 2013: $1,1802013Assets 2014: $1,187Liabilities 2014: $0Net Assets 2014: $1,1872014Assets 2015: $1,191Liabilities 2015: $0Net Assets 2015: $1,1912015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2014

Assets$1,187
Liabilities$0
Net Assets$1,187
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60$40$20$0Revenue 2011: $0Expenses 2011: $0Net Income 2011: $02011Revenue 2012: $42Expenses 2012: $0Net Income 2012: $422012Revenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $7Expenses 2014: $0Net Income 2014: $72014Revenue 2015: $4Expenses 2015: $0Net Income 2015: $42015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016

Highlighted filing

2014

Revenue$7
Expenses$0
Net Income$7
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 13, 2015
Return Version
2013v4.0
Gross Receipts
$7
Mission and Program Overview

Mission

The purpose of the foundation is to carry out charitable and educational activities in connection with the business development activities of wake forest innovation quarter development co., a 501(c)(6) organization.

The purpose of the foundation is to carry out charitable and educational activities in connection with the business development activities of wake forest innovation quarter development co. (f/k/a idealliance), a 501(c)(6) organization.

Program Services

DescriptionGrantsExpenses
THE FOUNDATION WAS FORMED ON JUNE 24, 1998 TO CARRY OUT CHARITABLE AND EDUCATIONAL ACTIVITIES IN CONNECTION WITH THE BUSINESS DEVELOPMENT ACTIVITIES OF THE 501(C)(6) ORGANIZATION THAT IT SUPPORTS, WAKE FOREST INNOVATION QUARTER DEVELOPMENT CO. (F/K/A IDEALLIANCE).$0$0
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC TOMLINSON DSC PHDDirector & President-$0--
TERRY L HALES JRDirector & Treasurer-$0--
JOHN D MCCONNELL MDDirector-$0--
J REID MORGANSecretary-$0--
Filing and Contact Details

Filer

EIN
56-2094060
Phone
3367164445

Signing Officer

Name
Eric Tomlinson
Title
President
Phone
3367164445
Signed
2015-05-13
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 7.”

Raw XML Appendix121 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10DOUGLAS E LISCHKE
IRS990EZ/BooksInCareOfDetail/PhoneNum03367164445
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10MEDICAL CENTER BOULEVARD
IRS990EZ/BooksInCareOfDetail/USAddress/City0WINSTONSALEM
IRS990EZ/BooksInCareOfDetail/USAddress/State0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode027157
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01180
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01187
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt07
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01180
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01187
IRS990EZ/GrossReceiptsAmt07
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01180
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01187
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01180
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01187
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIC TOMLINSON DSC PHD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TERRY L HALES JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN D MCCONNELL MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3J REID MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR & PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR & TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THE FOUNDATION IS TO CARRY OUT CHARITABLE AND EDUCATIONAL ACTIVITIES IN CONNECTION WITH THE BUSINESS DEVELOPMENT ACTIVITIES OF WAKE FOREST INNOVATION QUARTER DEVELOPMENT CO. (F/K/A IDEALLIANCE), A 501(C)(6) ORGANIZATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FOUNDATION WAS FORMED ON JUNE 24, 1998 TO CARRY OUT CHARITABLE AND EDUCATIONAL ACTIVITIES IN CONNECTION WITH THE BUSINESS DEVELOPMENT ACTIVITIES OF THE 501(C)(6) ORGANIZATION THAT IT SUPPORTS, WAKE FOREST INNOVATION QUARTER DEVELOPMENT CO. (F/K/A IDEALLIANCE).
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt00
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt07
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0562094067
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0501(C)(6)
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10WFIQ DEVELOPMENT CO
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 7.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC TOMLINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03367164445
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10IDEALLIANCE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0IDEA
ReturnHeader/Filer/EIN0562094060
ReturnHeader/Filer/PhoneNum03367164445
ReturnHeader/Filer/USAddress/AddressLine10MEDICAL CENTER BOULEVARD
ReturnHeader/Filer/USAddress/City0WINSTONSALEM
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode027157
ReturnHeader/ReturnTs02015-05-14T14:00:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,187
Liabilities
$0
Net assets
$1,187
Revenue
$7
Expenses
$0
Net income
$7
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0$0$0$0$0$0
2015Detailed filing. Detailed filing data is available for this year.$1,191$0$1,191$4$0$4
2014Detailed filing. Detailed filing data is available for this year.$1,187$0$1,187$7$0$7
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,180$0$1,180$0$0$0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,180$0$1,180$42$0$42
2011Summary only. Only limited summary data is available for this year.$1,138$0$0$0$0