Civic Intelligence

Dorothy M & Clement F Haynsworth Jr Foundation

990PF • Fiscal year 2014 • EIN 57-0927691

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

293 East Bay StreetCharleston, SC 29401

(843) 723-2994

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

6th percentile

-110%

Higher net margin than 6% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

28th percentile

-8.3%

Faster asset growth than 28% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

96th percentile

226%

Faster revenue growth than 96% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$3,047

Down $276 (-8.3%) from 2013

Net Assets

Down

$3,047

Down $276 (-8.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$251

Up $174 (+226%) from 2013

Expenses

Down

$527

Down $174 (-25%) from 2013

Net Income

Up

-$276

Up $348 (+56%) from 2013

Historical Trend

Balance Sheet Trend

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

$10K$5.0K$0Assets 2010: $6,161Liabilities 2010: $0Net Assets 2010: $6,1612010Assets 2011: $4,626Liabilities 2011: $0Net Assets 2011: $4,6262011Assets 2012: $3,947Liabilities 2012: $12012Assets 2013: $3,323Liabilities 2013: $0Net Assets 2013: $3,3232013Assets 2014: $3,047Liabilities 2014: $0Net Assets 2014: $3,0472014Assets 2015: $3,603Liabilities 2015: $0Net Assets 2015: $3,6032015Assets 2016: $3,057Liabilities 2016: $0Net Assets 2016: $3,0572016Assets 2017: $8,535Liabilities 2017: $0Net Assets 2017: $8,5352017Assets 2018: $8,100Liabilities 2018: $0Net Assets 2018: $8,1002018Assets 2019: $7,687Liabilities 2019: $0Net Assets 2019: $7,6872019Assets 2020: $6,176Liabilities 2020: $0Net Assets 2020: $6,1762020Assets 2021: $6,247Liabilities 2021: $0Net Assets 2021: $6,2472021Assets 2022: $6,281Liabilities 2022: $0Net Assets 2022: $6,2812022Assets 2023: $6,337Liabilities 2023: $0Net Assets 2023: $6,3372023Assets 2024: $6,400Liabilities 2024: $0Net Assets 2024: $6,4002024

Highlighted filing

2014

Assets$3,047
Liabilities$0
Net Assets$3,047

Operations Trend

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

$20K$15K$10K$5.0K$0-$5.0KExpenses 2010: $16,1202010Expenses 2011: $1,6022011Revenue 2012: $72Expenses 2012: $751Net Income 2012: -$6792012Revenue 2013: $77Expenses 2013: $701Net Income 2013: -$6242013Revenue 2014: $251Expenses 2014: $527Net Income 2014: -$2762014Revenue 2015: $1,086Expenses 2015: $530Net Income 2015: $5562015Revenue 2016: $1Expenses 2016: $547Net Income 2016: -$5462016Revenue 2017: $11,503Expenses 2017: $6,025Net Income 2017: $5,4782017Revenue 2018: $90Expenses 2018: $525Net Income 2018: -$4352018Revenue 2019: $114Expenses 2019: $527Net Income 2019: -$4132019Revenue 2020: $16Expenses 2020: $1,527Net Income 2020: -$1,5112020Revenue 2021: $72Expenses 2021: $1Net Income 2021: $712021Revenue 2022: $34Expenses 2022: $0Net Income 2022: $342022Revenue 2023: $57Expenses 2023: $1Net Income 2023: $562023Revenue 2024: $66Expenses 2024: $3Net Income 2024: $632024

Highlighted filing

2014

Revenue$251
Expenses$527
Net Income-$276
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NELLA G BARKLEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Barkley Foundation
EIN
57-0927691
Phone
8437232994
Address
293 EAST BAY STREET, CHARLESTON, SC 29401

Signing Officer

Name
Nella G Barkley
Title
Trustee
Phone
8437232994
Signed
2015-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Baldwin & Associates LLC
Address
210 WINGO WAY STE 202, MOUNT PLEASANT, SC 29464-1819
Preparer
Robert M Baldwin Cpapfs
Phone
8437220785
Raw XML Appendix215 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm029 DOMINION RESOURCES
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt076
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03047
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0119
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05
IRS990PF/DistributableAmountGrp/TotalTaxAmt05
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt05
IRS990PF/FMVAssetsEOYAmt02366
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0252
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0136
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0136
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01085
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01986
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IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt03323
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02421
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0225
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02196
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt036
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0119
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02385
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02421
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NELLA G BARKLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0293 EAST BAY STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLESTON
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.478532
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02618
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.435595
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0293 EAST BAY STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHARLESTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0SC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd029401
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0SC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ROBERT M BALDWIN
IRS990PF/StatementsRegardingActyGrp/PhoneNum08437232994
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/DistributableAsAdjustedAmt0114
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0114
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0315
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt014386
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02151
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0114
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02037
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt014701
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0315
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt014386
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt016738
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt016852
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01986
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ORGANIZATIONAL COSTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01986
TaxesSchedule/TaxesDetail/Amt02
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NELLA G BARKLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08437232994
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BARKLEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BARK
ReturnHeader/Filer/EIN0570927691
ReturnHeader/Filer/PhoneNum08437232994
ReturnHeader/Filer/USAddress/AddressLine1Txt0293 EAST BAY STREET
ReturnHeader/Filer/USAddress/CityNm0CHARLESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200578690
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BALDWIN & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0210 WINGO WAY STE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOUNT PLEASANT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0294641819
ReturnHeader/PreparerPersonGrp/PhoneNum08437220785
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT M BALDWIN CPAPFS
ReturnHeader/ReturnTs02015-05-15T07:26:49-05:00
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.$6.40$0.00$6.40$0.07$0.00$0.06
2023Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.06$0.00$0.06
2022Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$0.03$0.00$0.03
2021Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$0.07$0.00$0.07
2020Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$0.02$1.53$1.51
2019Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$0.11$0.53$0.41
2018Detailed filing. Detailed filing data is available for this year.$8.10$0.00$8.10$0.09$0.53$0.44
2017Detailed filing. Detailed filing data is available for this year.$8.54$0.00$8.54$11.5$6.03$5.48
2016Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.00$0.55$0.55
2015Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$1.09$0.53$0.56
2014Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.25$0.53$0.28
2013Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.08$0.70$0.62
2012Summary only. Only limited summary data is available for this year.$3.95$0.00$0.07$0.75$0.68
2011Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$1.60
2010Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$16.1