Civic Intelligence

Randall M & Nancy M Dana Family Foundation

990PF • Fiscal year 2020 • EIN 65-1195039

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 30, 2021

769 Lauraland Dr SColumbus, OH 43214

(614) 459-4614

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

63rd percentile

14%

Higher net margin than 63% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

50th percentile

1.3%

Faster asset growth than 50% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

95th percentile

136%

Faster revenue growth than 95% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$324,951

Up $4,021 (+1.3%) from 2019

Net Assets

Up

$324,951

Up $4,021 (+1.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$29,114

Up $16,756 (+136%) from 2019

Expenses

Down

$25,089

Down $36 (-0.1%) from 2019

Net Income

Up

$4,025

Up $16,792 (+132%) from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $388,183Liabilities 2011: $02011Assets 2012: $421,232Liabilities 2012: $02012Assets 2013: $414,938Liabilities 2013: $02013Assets 2014: $406,269Liabilities 2014: $0Net Assets 2014: $406,2692014Assets 2015: $368,606Liabilities 2015: $0Net Assets 2015: $368,6062015Assets 2016: $346,551Liabilities 2016: $0Net Assets 2016: $346,5512016Assets 2017: $338,489Liabilities 2017: $0Net Assets 2017: $338,4892017Assets 2018: $333,716Liabilities 2018: $0Net Assets 2018: $333,7162018Assets 2019: $320,930Liabilities 2019: $0Net Assets 2019: $320,9302019Assets 2020: $324,951Liabilities 2020: $0Net Assets 2020: $324,9512020Assets 2021: $340,722Liabilities 2021: $0Net Assets 2021: $340,7222021Assets 2022: $332,883Liabilities 2022: $0Net Assets 2022: $332,8832022Assets 2023: $330,363Liabilities 2023: $0Net Assets 2023: $330,3632023Assets 2024: $330,967Liabilities 2024: $0Net Assets 2024: $330,9672024

Highlighted filing

2020

Assets$324,951
Liabilities$0
Net Assets$324,951

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $90,016Expenses 2011: $31,175Net Income 2011: $58,8412011Revenue 2012: $70,190Expenses 2012: $37,141Net Income 2012: $33,0492012Revenue 2013: $29,311Expenses 2013: $35,605Net Income 2013: -$6,2942013Revenue 2014: $19,708Expenses 2014: $28,377Net Income 2014: -$8,6692014Revenue 2015: -$12,925Expenses 2015: $24,738Net Income 2015: -$37,6632015Revenue 2016: $1,942Expenses 2016: $23,997Net Income 2016: -$22,0552016Revenue 2017: $17,164Expenses 2017: $25,226Net Income 2017: -$8,0622017Revenue 2018: $20,478Expenses 2018: $25,246Net Income 2018: -$4,7682018Revenue 2019: $12,358Expenses 2019: $25,125Net Income 2019: -$12,7672019Revenue 2020: $29,114Expenses 2020: $25,089Net Income 2020: $4,0252020Revenue 2021: $43,412Expenses 2021: $27,641Net Income 2021: $15,7712021Revenue 2022: $21,262Expenses 2022: $29,101Net Income 2022: -$7,8392022Revenue 2023: $21,911Expenses 2023: $24,431Net Income 2023: -$2,5202023Revenue 2024: $27,847Expenses 2024: $27,243Net Income 2024: $6042024

Highlighted filing

2020

Revenue$29,114
Expenses$25,089
Net Income$4,025
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 30, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY M DANATrustee-$0--
RANDALL MICHAEL DANA JRTrustee-$0--
ALLISON M DANATrustee-$0--
PATRICIA DODDTrustee-$0--
CHRISTOPHER MCLARENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Randall & Nancy Dana
EIN
65-1195039
Phone
6144594614
Address
769 LAURALAND DR S, COLUMBUS, OH 43214

Signing Officer

Name
Nancy M Dana
Title
Trustee
Phone
6144594614
Signed
2021-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Bodine Perry LLC
Address
7620 OLENTANGY RIVER ROAD, COLUMBUS, OH 43235
Preparer
Barbara Runser CPA
Phone
6144311040
Raw XML Appendix275 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/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0136
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt047
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0183
IRS990PF/FMVAssetsEOYAmt017494
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt014840
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0362411
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05659
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt018580
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NANCY M DANA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RANDALL MICHAEL DANA JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ALLISON M DANA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4CHRISTOPHER MCLAREN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01984
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01631
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01210
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0576
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0576
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07494
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01467
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01202
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01984
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01631
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01210
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01467
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08070
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06603
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SAFE DEPOSIT BOX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03745
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0118
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13745
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0950
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BODINE PERRY TAX PREP FEE
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/Amt1176
TaxesSchedule/TaxesDetail/CategoryTxt0OHIO ATTORNEY GENERAL
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0176
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY M DANA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06144594614
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RANDALL & NANCY DANA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RAND
ReturnHeader/Filer/EIN0651195039
ReturnHeader/Filer/PhoneNum06144594614
ReturnHeader/Filer/USAddress/AddressLine1Txt0769 LAURALAND DR S
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043214
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0412028444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BODINE PERRY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07620 OLENTANGY RIVER ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043235
ReturnHeader/PreparerPersonGrp/PhoneNum06144311040
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA RUNSER CPA
ReturnHeader/ReturnTs02021-04-30T16:40:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NANCY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DANA
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.28$0.27$0.01
2023Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.22$0.24$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.21$0.29$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.43$0.28$0.16
2020Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.29$0.25$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.12$0.25$0.13
2018Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.20$0.25$0.05
2017Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.17$0.25$0.08
2016Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.02$0.24$0.22
2015Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.13$0.25$0.38
2014Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.20$0.28$0.09
2013Summary only. Only limited summary data is available for this year.$4.15$0.00$0.29$0.36$0.06
2012Summary only. Only limited summary data is available for this year.$4.21$0.00$0.70$0.37$0.33
2011Summary only. Only limited summary data is available for this year.$3.88$0.00$0.90$0.31$0.59