Civic Intelligence

Quail Roost Foundation

990PF • Fiscal year 2023 • EIN 76-0754268

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 23, 2024

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

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

5th percentile

-157%

Higher net margin than 5% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

20th percentile

-5.3%

Faster asset growth than 20% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

16th percentile

-27%

Faster revenue growth than 16% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,289,081

Down $183,686 (-5.3%) from 2022

Net Assets

Down

$3,289,081

Down $183,686 (-5.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin5th percentile

Revenue

Down

$117,196

Down $43,200 (-27%) from 2022

Expenses

Up

$300,882

Up $1,133 (+0.4%) from 2022

Net Income

Down

-$183,686

Down $44,333 (-32%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2023

Assets$3,289,081
Liabilities$0
Net Assets$3,289,081
Open 2023 Filing

Operations Trend

Revenue Growth16th 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

2023

Revenue$117,196
Expenses$300,882
Net Income-$183,686
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 23, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
H A WHITETrustee-$0--
DR MEHDI SHELHAMERTrusteee-$0--
H'KRIH SHELHAMERChair-$0--
AIMEE SCHUMMSecretary-$0--
FRED DOERRTreasurer-$0--
SANJAY POOVADANTrustee-$0--
ABBY RUSCETTATrustee-$0--
KIM SCHUMMVice Chair-$0--
ERIC SNYDERTrustee-$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
H'KRIH SHELHAMER
Title
Chair
Phone
5057584674
Signed
2024-07-23
Discuss with paid preparer
Yes

Preparer

Firm
Purvis Gray & Company Llp
Address
2347 SE 17TH STREET, OCALA, FL 34471
Preparer
Kimberly M Mottl CPA
Phone
3527323872
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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,289,081
Liabilities
$0
Net assets
$3,289,081
Revenue
$117,196
Expenses
$300,882
Net income
-$183,686
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