Civic Intelligence

The Coates & B Clark Family Foundation

EIN 81-2633423 • Stuart, VA

P O Box 31Stuart, VA 24171
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

100th percentile

788%

Higher net margin than 100% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $85,283 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $85,283 (-100%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$7,300

Down $10,224 (-350%) from 2022

Expenses

Up

$50,221

Up $50,221 from 2022

Net Income

Down

-$57,521

Down $60,445 (-2067%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2015: $1Liabilities 2015: $02015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $40,470Liabilities 2018: $0Net Assets 2018: $40,4702018Assets 2019: $82,735Liabilities 2019: $1Net Assets 2019: $82,7352019Assets 2020: $85,361Liabilities 2020: $1Net Assets 2020: $85,3612020Assets 2021: $82,397Liabilities 2021: $1Net Assets 2021: $82,3972021Assets 2022: $85,283Liabilities 2022: $0Net Assets 2022: $85,2832022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2015: $1Expenses 2015: $0Net Income 2015: $12015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $40,470Expenses 2018: $0Net Income 2018: $40,4702018Revenue 2019: $42,265Expenses 2019: $0Net Income 2019: $42,2652019Revenue 2020: $2,626Expenses 2020: $0Net Income 2020: $2,6262020Revenue 2021: $2,712Expenses 2021: $5,639Net Income 2021: -$2,9272021Revenue 2022: $2,924Expenses 2022: $0Net Income 2022: $2,9242022Revenue 2023: -$7,300Expenses 2023: $50,221Net Income 2023: -$57,5212023

Highlighted filing

2023

Revenue-$7,300
Expenses$50,221
Net Income-$57,521
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
-$7,300
Expenses
$50,221
Net income
-$57,521
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$7.30$50.2$57.5
2022Detailed filing. Detailed filing data is available for this year.$85.3$0.00$85.3$2.92$0.00$2.92
2021Detailed filing. Detailed filing data is available for this year.$82.4$0.00$82.4$2.71$5.64$2.93
2020Detailed filing. Detailed filing data is available for this year.$85.4$0.00$85.4$2.63$0.00$2.63
2019Detailed filing. Detailed filing data is available for this year.$82.7$0.00$82.7$42.3$0.00$42.3
2018Detailed filing. Detailed filing data is available for this year.$40.5$0.00$40.5$40.5$0.00$40.5
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM B CLARKPresident-$0--
MARY COATES CLARKVice President-$0--
ANNA CLARK LESTERSecretary-$0--
JOSEPH BLAIR CLARKTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Coates & B Clark Family Foundation
EIN
81-2633423
Phone
2766944124
Address
P O BOX 31, STUART, VA 24171

Signing Officer

Name
William B Clark
Title
President
Signed
2024-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Foti Flynn Lowen & Co PC
Address
PO Box 12765, Roanoke, VA 24028
Preparer
R Ethan Cook CPA
Phone
5403449246
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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/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/AppliedToCurrentYearAmt01352
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt04181
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03739
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01352
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt040949
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt040949
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050221
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt040949
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt040949
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt04181
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03739
LiquidationExplanationStmt/ExplanationTxt0FOUNDATION WAS DISSOLVED AND REMAINING ASSETS TRANSFERRED TO THE RAYMOND JAMES CHARITABLE ENDOWMENT FUND ON 6/22/23The remaining assets of Foundation (cash and investments)of $33,562 were transfered to the Raymond James Charitable Endowment Fund ("recipient"). The Address of Raymond James Charitable Endowment Fund is:880 Carillion ParkwaySt Petersburg Fl 33716The fair market value of the assets ($33,562) were determined by the value on publicly traded markets at the time of the transfer.The $33,562 represents all assets that remained in Foundation.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01295
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL EXCISE TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM B CLARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE COATES & B CLARK FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0COAT
ReturnHeader/Filer/EIN0812633423
ReturnHeader/Filer/PhoneNum02766944124
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 31
ReturnHeader/Filer/USAddress/CityNm0STUART
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024171
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208087076
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foti Flynn Lowen & Co PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 12765
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Roanoke
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd024028
ReturnHeader/PreparerPersonGrp/PhoneNum05403449246
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R ETHAN COOK CPA
ReturnHeader/ReturnTs02024-05-14T07:47:24-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM B
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CLARK
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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