Civic Intelligence

The River City Charitable Foundation

990PF • Fiscal year 2021 • EIN 81-4657113

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 17, 2022

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

96th percentile

88%

Higher net margin than 96% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

85th percentile

32%

Faster asset growth than 85% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

76th percentile

60%

Faster revenue growth than 76% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,542,197

Up $1,587,217 (+32%) from 2020

Net Assets

Up

$6,542,197

Up $1,587,217 (+32%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin96th percentile

Revenue

Up

$1,812,898

Up $679,294 (+60%) from 2020

Expenses

Up

$225,681

Up $53,596 (+31%) from 2020

Net Income

Up

$1,587,217

Up $625,698 (+65%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$30M$20M$10M$0Assets 2017: $2,110,082Liabilities 2017: $0Net Assets 2017: $2,110,0822017Assets 2018: $2,962,880Liabilities 2018: $0Net Assets 2018: $2,962,8802018Assets 2019: $3,993,461Liabilities 2019: $0Net Assets 2019: $3,993,4612019Assets 2020: $4,954,980Liabilities 2020: $0Net Assets 2020: $4,954,9802020Assets 2021: $6,542,197Liabilities 2021: $0Net Assets 2021: $6,542,1972021Assets 2022: $7,635,259Liabilities 2022: $0Net Assets 2022: $7,635,2592022Assets 2023: $22,375,401Liabilities 2023: $0Net Assets 2023: $22,375,4012023Assets 2024: $24,586,314Liabilities 2024: $0Net Assets 2024: $24,586,3142024

Highlighted filing

2021

Assets$6,542,197
Liabilities$0
Net Assets$6,542,197
Open 2021 Filing

Operations Trend

Revenue Growth76th percentile

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

$20M$15M$10M$5.0M$0Revenue 2017: $1,121,148Expenses 2017: $11,066Net Income 2017: $1,110,0822017Revenue 2018: $904,843Expenses 2018: $52,045Net Income 2018: $852,7982018Revenue 2019: $1,146,327Expenses 2019: $115,746Net Income 2019: $1,030,5812019Revenue 2020: $1,133,604Expenses 2020: $172,085Net Income 2020: $961,5192020Revenue 2021: $1,812,898Expenses 2021: $225,681Net Income 2021: $1,587,2172021Revenue 2022: $1,439,039Expenses 2022: $345,977Net Income 2022: $1,093,0622022Revenue 2023: $15,185,711Expenses 2023: $445,569Net Income 2023: $14,740,1422023Revenue 2024: $2,659,579Expenses 2024: $448,666Net Income 2024: $2,210,9132024

Highlighted filing

2021

Revenue$1,812,898
Expenses$225,681
Net Income$1,587,217
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 17, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Allen HallidayDir, Pres-$0--
Grace M HallidayDir, Sec, Treas-$0--
Filing and Contact Details

Filer

Filer Name
The 297 Foundation
EIN
81-4657113
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Allen Halliday
Title
President
Phone
8008391754
Signed
2022-06-17
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
ONE HOLLOW LN STE 212, LAKE SUCCESS, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix300 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Grace M Halliday
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0202617
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0313668
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0202618
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0313667
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0202617
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Halliday Allen
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05449 Normandy Avenue
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Memphis
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd038120
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01635000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Postage/Delivery Service
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt030399
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt131
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2289
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030399
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt131
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2289
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Federal Tax Refund
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt075
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt021494
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt021494
TaxesSchedule/TaxesDetail/Amt01000
TaxesSchedule/TaxesDetail/Amt1569
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2021
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Excise Tax for 2020
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLEN HALLIDAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The 297 Foundation
ReturnHeader/Filer/BusinessNameControlTxt0297F
ReturnHeader/Filer/EIN0814657113
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOUNDATION SOURCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE HOLLOW LN STE 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE SUCCESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02022-07-07T11:25:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALLEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HALLIDAY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,542,197
Liabilities
$0
Net assets
$6,542,197
Revenue
$1,812,898
Expenses
$225,681
Net income
$1,587,217
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.6$0.00$24.6$2.66$0.45$2.21
2023Detailed filing. Detailed filing data is available for this year.$22.4$0.00$22.4$15.2$0.45$14.7
2022Detailed filing. Detailed filing data is available for this year.$7.64$0.00$7.64$1.44$0.35$1.09
2021Detailed filing. Detailed filing data is available for this year.$6.54$0.00$6.54$1.81$0.23$1.59
2020Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$1.13$0.17$0.96
2019Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$1.15$0.12$1.03
2018Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.90$0.05$0.85
2017Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$1.12$0.01$1.11