Civic Intelligence

Randall M & Nancy M Dana Family Foundation

990PF • Fiscal year 2022 • EIN 65-1195039

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 18, 2023

Organization Profile
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

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

16th percentile

-37%

Higher net margin than 16% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

44th percentile

-2.3%

Faster asset growth than 44% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

13th percentile

-51%

Faster revenue growth than 13% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$332,883

Down $7,839 (-2.3%) from 2021

Net Assets

Down

$332,883

Down $7,839 (-2.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin16th percentile

Revenue

Down

$21,262

Down $22,150 (-51%) from 2021

Expenses

Up

$29,101

Up $1,460 (+5.3%) from 2021

Net Income

Down

-$7,839

Down $23,610 (-150%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

2022

Assets$332,883
Liabilities$0
Net Assets$332,883
Open 2022 Filing

Operations Trend

Revenue Growth13th percentile

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

2022

Revenue$21,262
Expenses$29,101
Net Income-$7,839
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 18, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY M DANATrustee-$0--
RANDALL MICHAEL DANA JRTrustee-$0--
ALLISON M STIMPERTTrustee-$0--
CHARLES M DANATrustee-$0--
CHRISTOPHER MCLARENTrustee-$0--
DAVID R DANATrustee-$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
2023-08-18
Discuss with paid preparer
Yes

Preparer

Firm
Bodine Perry Pllc
Address
7620 OLENTANGY RIVER ROAD, COLUMBUS, OH 43235
Preparer
Barbara Runser CPA
Phone
6144311040
Raw XML Appendix323 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/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-7839
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0332883
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NANCY M DANA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RANDALL MICHAEL DANA JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ALLISON M STIMPERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CHARLES M DANA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3140 AMAZON PL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt44554 ZELLER RD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TREATMENT AND CARE OF ANIMALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT FOR SINGLE MOMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FINANCIAL HELP FOR THOSE IN NEED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CARE FOR MENTAL HEALTH AND ADDICTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4HELP FOR DISTRESSED NEIGHBORHOODS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ATHENS COUNTY HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MOMMIES MATTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SIMPLE GIFTS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MARYHAVEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4COMMUNITY FOR NEW DIRECTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 765
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2788 LESCAR LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31791 ALUM CREEK DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4993 EAST MAIN ST
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019658
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01467
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01984
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01631
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01631
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08495
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03842
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01467
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01202
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01984
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt023500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03842
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010126
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06284
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SAFE DEPOSIT BOX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04088
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0182
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14088
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0359
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0359
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0975
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BODINE PERRY TAX PREP FEE
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/Amt1256
TaxesSchedule/TaxesDetail/CategoryTxt0OHIO ATTORNEY GENERAL
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0256
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY M DANA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06144594614
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-18
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0833033790
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BODINE PERRY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07620 OLENTANGY RIVER ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043235
ReturnHeader/PreparerPersonGrp/PhoneNum06144311040
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA RUNSER CPA
ReturnHeader/ReturnTs02023-08-21T14:57:50-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NANCY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DANA
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$332,883
Liabilities
$0
Net assets
$332,883
Revenue
$21,262
Expenses
$29,101
Net income
-$7,839
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