Civic Intelligence

Fdm Foundation

990EZ • Fiscal year 2018 • EIN 81-3133535

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 04, 2019

13850 Ballantyne Corp Place Ste 500Charlotte, NC 28277

(866) 646-0983

Siviq Scores

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

Liabilities / Assets

98th percentile

2.72x

Higher debt load relative to assets than 98% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

83rd percentile

0.12x

Higher debt load relative to revenue than 83% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

19th percentile

-16%

Higher net margin than 19% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

4th percentile

-77%

Faster asset growth than 4% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

69th percentile

15%

Faster revenue growth than 69% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$3,142

Down $10,500 (-77%) from 2017

Net Assets

Down

-$5,396

Down $11,300 (-191%) from 2017

Liabilities

Up

$8,538

Up $800 (+10%) from 2017

Revenue

Up

$71,074

Up $9,472 (+15%) from 2017

Expenses

Up

$82,374

Up $26,676 (+48%) from 2017

Net Income

Down

-$11,300

Down $17,204 (-291%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0-$500KAssets 2017: $13,642Liabilities 2017: $7,738Net Assets 2017: $5,9042017Assets 2018: $3,142Liabilities 2018: $8,538Net Assets 2018: -$5,3962018Assets 2019: $18,433Net Assets 2019: $18,4332019Assets 2020: $0Net Assets 2020: $02020Assets 2021: $1,312,868Liabilities 2021: $450Net Assets 2021: $1,312,4182021Assets 2022: $327,911Liabilities 2022: $0Net Assets 2022: $327,9112022Assets 2024: $616,162Liabilities 2024: $0Net Assets 2024: $616,1622024

Highlighted filing

2018

Assets$3,142
Liabilities$8,538
Net Assets-$5,396

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2017: $61,602Expenses 2017: $55,698Net Income 2017: $5,9042017Revenue 2018: $71,074Expenses 2018: $82,374Net Income 2018: -$11,3002018Revenue 2019: $115,586Expenses 2019: $91,758Net Income 2019: $23,8282019Expenses 2020: $18,4322020Revenue 2021: $2,652,169Expenses 2021: $1,339,751Net Income 2021: $1,312,4182021Revenue 2022: $3,326,981Expenses 2022: $4,311,488Net Income 2022: -$984,5072022Revenue 2024: $5,302,361Expenses 2024: $4,823,075Net Income 2024: $479,2862024

Highlighted filing

2018

Revenue$71,074
Expenses$82,374
Net Income-$11,300
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 4, 2019
Return Version
2018v3.1
Gross Receipts
$71,074
Mission and Program Overview

Mission

The purpose of CIF Foundation is to support the activies and purpose of the Christian Investment Forum (CIF), it's sole member, in order to more effectively achieve the mission and goals of CIF.

The purpose of cif foundation is to support the activities and purposes of the christian investment forum (cif), it's sole member, in order to more effectively achieve the mission and goals of cif.

Program Services

DescriptionGrantsExpenses
CIF FOUNDATION HOSTED THE 2ND ANNUAL CHRISTIAN INVESTMENT SUMMIT IN 2018. NEARLY 100 PEOPLE WERE IN ATTENDANCE TO LEARN ABOUT INVESTING PHILOSOPHIES, INVESTING STRATEGIES AND INVESTMENT PRODUCTS THAT ALIGN WITH THEIR VALUES WHILE ALSO BEING PROFESSIONALLY MANAGED. THE NEW IDEAS AND OPTIONS LED TO INCREASED AWARENESS OF THE FIRMS IN THIS FIELD.-$81,799
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN SIVERLINGVice Chairma-$0--
CHAD HORNINGChairman-$0--
BRIAN MUMBERTMember-$0--
HARRY NELSONMember-$0--
CASSANDRA LAYMONMember-$0--
WILL LOFLANDMember-$0--
Filing and Contact Details

Filer

Filer Name
Cif Foundation
EIN
81-3133535
Phone
8666460983
Address
13850 BALLANTYNE CORP PLACE STE 500, CHARLOTTE, NC 28277

Signing Officer

Name
John Siverling
Title
Vice Chairman
Phone
8886460983
Signed
2019-11-04

Preparer

Firm
DAVIES GOLDSTEIN & ASSOCIATES CPA'S
Address
PO BOX 156, MATTHEWS, NC 28106
Preparer
Jeffrey I Goldstein
Phone
7046840555
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

EXPENSES 670 TOTAL 670

Form 990-ez, Part II, Line 24

Accounts receivable 627 800 total 627 800

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 1,788 5,001 due to christian investment forum 5,950 3,537

Form 990-ez, Part III

The purpose of cif foundation is to support the activities and purposes of the christian investment forum (cif), it's sole member, in order to more effectively achieve the mission and goals of cif.

Form 990-ez, Part III, Line 28

Cif foundation hosted the 2nd annual christian investment summit in 2018. Nearly 100 people were in attendance to learn about investing philosophies, investing strategies and investment products that align with their values while also being professionally managed. The new ideas and options led to increased awareness of the firms in this field.

Raw XML Appendix163 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt076129
IRS990EZ/BooksInCareOfDetail/PersonNm0JOHN SIVERLING
IRS990EZ/BooksInCareOfDetail/PhoneNum08666460983
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt013850 BALLANTYNE CORP PLACE STE 500
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028277
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013015
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02342
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0312
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11300
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05575
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013642
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03142
IRS990EZ/GrossReceiptsAmt071074
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05904
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-5396
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05904
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-5396
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN SIVERLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHAD HORNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRIAN MUMBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HARRY NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CASSANDRA LAYMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5WILL LOFLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE CHAIRMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0627
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0800
IRS990EZ/OtherExpensesTotalAmt0670
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF CIF FOUNDATION IS TO SUPPORT THE ACTIVITIES AND PURPOSES OF THE CHRISTIAN INVESTMENT FORUM (CIF), IT'S SOLE MEMBER, IN ORDER TO MORE EFFECTIVELY ACHIEVE THE MISSION AND GOALS OF CIF.
IRS990EZ/ProgramServiceRevenueAmt070762
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CIF FOUNDATION HOSTED THE 2ND ANNUAL CHRISTIAN INVESTMENT SUMMIT IN 2018. NEARLY 100 PEOPLE WERE IN ATTENDANCE TO LEARN ABOUT INVESTING PHILOSOPHIES, INVESTING STRATEGIES AND INVESTMENT PRODUCTS THAT ALIGN WITH THEIR VALUES WHILE ALSO BEING PROFESSIONALLY MANAGED. THE NEW IDEAS AND OPTIONS LED TO INCREASED AWARENESS OF THE FIRMS IN THIS FIELD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt081799
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07738
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt08538
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt082374
IRS990EZ/TotalProgramServiceExpensesAmt081799
IRS990EZ/TotalRevenueAmt071074
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ORGANIZATIONS HAVE SAME BOARD MEMBERS SO THEY CAN PERPETUALLY DETERMINE QUALIFICATIONS ARE MADE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 3B
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0454312671
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt076299
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CHRISTIAN INVESTMENT FORUM
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt076299
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 670 TOTAL 670
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 627 800 TOTAL 627 800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,788 5,001 DUE TO CHRISTIAN INVESTMENT FORUM 5,950 3,537
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PURPOSE OF CIF FOUNDATION IS TO SUPPORT THE ACTIVITIES AND PURPOSES OF THE CHRISTIAN INVESTMENT FORUM (CIF), IT'S SOLE MEMBER, IN ORDER TO MORE EFFECTIVELY ACHIEVE THE MISSION AND GOALS OF CIF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CIF FOUNDATION HOSTED THE 2ND ANNUAL CHRISTIAN INVESTMENT SUMMIT IN 2018. NEARLY 100 PEOPLE WERE IN ATTENDANCE TO LEARN ABOUT INVESTING PHILOSOPHIES, INVESTING STRATEGIES AND INVESTMENT PRODUCTS THAT ALIGN WITH THEIR VALUES WHILE ALSO BEING PROFESSIONALLY MANAGED. THE NEW IDEAS AND OPTIONS LED TO INCREASED AWARENESS OF THE FIRMS IN THIS FIELD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN SIVERLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08886460983
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CIF FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CIFF
ReturnHeader/Filer/EIN0813133535
ReturnHeader/Filer/PhoneNum08666460983
ReturnHeader/Filer/USAddress/AddressLine1Txt013850 BALLANTYNE CORP PLACE STE 500
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028277
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BD104542DC63F9646C0CAD32E1690241BDB3ABB7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BD104542DC63F9646C0CAD32E1690241BDB3ABB7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.95.24.2
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:45:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262669494
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIES GOLDSTEIN & ASSOCIATES CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 156
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MATTHEWS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028106
ReturnHeader/PreparerPersonGrp/PhoneNum07046840555
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY I GOLDSTEIN
ReturnHeader/ReturnTs02019-11-15T13:45:23-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings