Civic Intelligence

Quail Roost Foundation

990PF • Fiscal year 2018 • EIN 76-0754268

Jan 01, 2018 to Dec 31, 2018 • Filed on May 09, 2019

Organization Profile
150 N Radnor Chester Rd Ste A110Radnor, PA 19087

(575) 770-8247

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

73rd percentile

18%

Higher net margin than 73% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

54th percentile

1.7%

Faster asset growth than 54% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

81st percentile

33%

Faster revenue growth than 81% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$3,843,682

Up $65,729 (+1.7%) from 2017

Net Assets

Up

$3,843,682

Up $65,729 (+1.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin73rd percentile

Revenue

Up

$362,454

Up $89,793 (+33%) from 2017

Expenses

Down

$296,725

Down $31,712 (-9.7%) from 2017

Net Income

Up

$65,729

Up $121,505 (+218%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,084,372Liabilities 2010: $5,198Net Assets 2010: $4,079,1742010Assets 2011: $4,357,366Liabilities 2011: $3,837Net Assets 2011: $4,353,5292011Assets 2012: $4,681,392Liabilities 2012: $3,3852012Assets 2013: $4,706,980Liabilities 2013: $1,559Net Assets 2013: $4,705,4212013Assets 2014: $4,615,781Liabilities 2014: $0Net Assets 2014: $4,615,7812014Assets 2015: $4,300,718Liabilities 2015: $0Net Assets 2015: $4,300,7182015Assets 2016: $3,833,729Liabilities 2016: $0Net Assets 2016: $3,833,7292016Assets 2017: $3,777,953Liabilities 2017: $0Net Assets 2017: $3,777,9532017Assets 2018: $3,843,682Liabilities 2018: $0Net Assets 2018: $3,843,6822018Assets 2019: $3,726,651Liabilities 2019: $0Net Assets 2019: $3,726,6512019Assets 2020: $3,633,744Liabilities 2020: $0Net Assets 2020: $3,633,7442020Assets 2021: $3,612,120Liabilities 2021: $0Net Assets 2021: $3,612,1202021Assets 2022: $3,472,767Liabilities 2022: $0Net Assets 2022: $3,472,7672022Assets 2023: $3,289,081Liabilities 2023: $0Net Assets 2023: $3,289,0812023Assets 2024: $3,248,153Liabilities 2024: $0Net Assets 2024: $3,248,1532024

Highlighted filing

2018

Assets$3,843,682
Liabilities$0
Net Assets$3,843,682
Open 2018 Filing

Operations Trend

Revenue Growth81st percentile

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

$1.0M$500K$0-$500KExpenses 2010: $211,1092010Expenses 2011: $249,6442011Revenue 2012: $592,488Expenses 2012: $268,010Net Income 2012: $324,4782012Revenue 2013: $315,801Expenses 2013: $288,387Net Income 2013: $27,4142013Revenue 2014: $308,249Expenses 2014: $397,889Net Income 2014: -$89,6402014Revenue 2015: $76,663Expenses 2015: $391,726Net Income 2015: -$315,0632015Revenue 2016: $12,056Expenses 2016: $479,045Net Income 2016: -$466,9892016Revenue 2017: $272,661Expenses 2017: $328,437Net Income 2017: -$55,7762017Revenue 2018: $362,454Expenses 2018: $296,725Net Income 2018: $65,7292018Revenue 2019: $181,443Expenses 2019: $298,474Net Income 2019: -$117,0312019Revenue 2020: $233,973Expenses 2020: $326,880Net Income 2020: -$92,9072020Revenue 2021: $253,813Expenses 2021: $275,437Net Income 2021: -$21,6242021Revenue 2022: $160,396Expenses 2022: $299,749Net Income 2022: -$139,3532022Revenue 2023: $117,196Expenses 2023: $300,882Net Income 2023: -$183,6862023Revenue 2024: $265,728Expenses 2024: $306,656Net Income 2024: -$40,9282024

Highlighted filing

2018

Revenue$362,454
Expenses$296,725
Net Income$65,729
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 9, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRED DOERRTrustee-$0--
JEFF SANDERSSecretary-$0--
MEHDI SHELHAMERVice-Chair-$0--
H'KRIH SHELHAMERTrustee-$0--
CAROL WHITETrustee-$0--
HA WHITEChairman-$0--
SANJAY POOVADANTreasurer-$0--
KIM SCHUMMTrustee-$0--
AIMEE SCHUMMTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Quail Roost Foundation
EIN
76-0754268
Phone
5757708247
Address
150 N RADNOR CHESTER RD STE A110, RADNOR, PA 19087

Signing Officer

Name
Ha White
Title
Chairman
Phone
5057584674
Signed
2019-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Purvis Gray & Company Llp
Address
2347 SE 17TH STREET, OCALA, FL 34471
Preparer
Fred L Doerr CPA
Phone
3527323872
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12PORTFOLIO 21
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16GLOBAL X YIELDCO INDEX
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21A T & T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22ADOBE SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23AFLAC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24AGILENT TECHNOLOGIEZ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25AIR PRODUCT & CHEMICAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29AMERICAN WATER WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30AMGEN INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31APPLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33BANK OF NY MELLON CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34BAXTER INTERNTNL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35BECTON DICKSON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36BRIGHT HORIZON FAM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37BRINKS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38CA WATER SERVICE GRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40CERNER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41CHARLES SCHWAB CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43CHURCH & DWIGHT CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46COLGATE-PALMOLIVE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49CUMMINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51DECKERS OUTDOOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52DISCOVERY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54ESTEE LAUDERCO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55EXPEDITORS INTL WASH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58FIDELITY NATL INFO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63HOST HOTELS & RESORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64ILLINOIS TOOL WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65INTEL CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68JOHNSON & JOHNSON
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71MASTERCARD INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73MINERALS TECH INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79PRICELINE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80PROCTOR & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81REINSURANCE GP AMER NEW
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83STANLEY BLACK & DECKK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85STATE STREET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86SVB FINL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87SYSCO CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90THERMO FISHER
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93TRAVELERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94UNILEVER N V
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97VERIZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98VERTEX PHARM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100WALT DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101WW GRAINGER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1023M COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103ISHARES MSCI EAFE ESG
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108LASALLE HOTEL PPTY
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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,843,682
Liabilities
$0
Net assets
$3,843,682
Revenue
$362,454
Expenses
$296,725
Net income
$65,729
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.27$0.31$0.04
2023Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.12$0.30$0.18
2022Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.16$0.30$0.14
2021Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.25$0.28$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.23$0.33$0.09
2019Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.18$0.30$0.12
2018Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.36$0.30$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.27$0.33$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.01$0.48$0.47
2015Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.08$0.39$0.32
2014Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.31$0.40$0.09
2013Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.32$0.29$0.03
2012Summary only. Only limited summary data is available for this year.$4.68$0.00$0.59$0.27$0.32
2011Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.35$0.25
2010Detailed filing. Detailed filing data is available for this year.$4.08$0.01$4.08$0.21
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