Civic Intelligence

Stephen and Jacquelyn Tate Foundation

990PF • Fiscal year 2019 • EIN 82-5408705

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 30, 2020

Organization Profile
PO Box 5New Market, MD 21774

(301) 641-2860

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

Higher debt load relative to revenue than 38% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets39th percentile

Assets

$769,634

No earlier filing loaded for comparison.

Net Assets

$769,634

No earlier filing loaded for comparison.

Liabilities

$1

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin99th percentile

Revenue

$770,030

No earlier filing loaded for comparison.

Expenses

$214

No earlier filing loaded for comparison.

Net Income

$769,816

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2019: $769,634Liabilities 2019: $1Net Assets 2019: $769,6342019Assets 2020: $1,428,400Liabilities 2020: $203Net Assets 2020: $1,428,1972020Assets 2021: $2,227,171Liabilities 2021: $1Net Assets 2021: $2,227,1712021Assets 2022: $2,091,512Liabilities 2022: $1Net Assets 2022: $2,091,5122022Assets 2023: $2,736,044Liabilities 2023: $1Net Assets 2023: $2,736,0442023Assets 2024: $3,336,778Liabilities 2024: $0Net Assets 2024: $3,336,7782024

Highlighted filing

2019

Assets$769,634
Liabilities$1
Net Assets$769,634
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0Revenue 2019: $770,030Expenses 2019: $214Net Income 2019: $769,8162019Revenue 2020: $608,260Expenses 2020: $54,428Net Income 2020: $553,8322020Revenue 2021: $795,070Expenses 2021: $93,413Net Income 2021: $701,6572021Revenue 2022: $408,945Expenses 2022: $99,531Net Income 2022: $309,4142022Revenue 2023: $496,967Expenses 2023: $115,810Net Income 2023: $381,1572023Revenue 2024: $541,294Expenses 2024: $128,397Net Income 2024: $412,8972024

Highlighted filing

2019

Revenue$770,030
Expenses$214
Net Income$769,816
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 30, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN TATEPresident-$0--
ALEXANDRA HARDINChairman-$0--
MARY MENEFEESecretary-$0--
WAYNE JOHNSONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Stephen and Jacquelyn Tate
EIN
82-5408705
Phone
3016412860
Address
PO BOX 5, NEW MARKET, MD 21774

Signing Officer

Name
Stephen Tate
Title
President
Phone
3016412860
Signed
2020-09-30

Preparer

Firm
Ryan & Wetmore Pc
Address
7700 OLD GEORGETOWN RD SUITE 320, BETHESDA, MD 20814
Preparer
Peter T Ryan CPA
Phone
3015850506
Raw XML Appendix274 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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ReturnHeader/BuildTS02021-04-22 16:20:28Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum03016412860
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEPHEN AND JACQUELYN TATE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0825408705
ReturnHeader/Filer/PhoneNum03016412860
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5
ReturnHeader/Filer/USAddress/CityNm0NEW MARKET
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021774
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0655C4762E0BADA1DC22C3BAEC2476D89CF7BE740
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C26654B1948DC5256DEB305047EFB248733AC9C1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0205.251.64.29
ReturnHeader/FilingSecurityInformation/IPDt02020-10-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:23:18
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521753100
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RYAN & WETMORE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07700 OLD GEORGETOWN RD SUITE 320
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020814
ReturnHeader/PreparerPersonGrp/PhoneNum03015850506
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER T RYAN CPA
ReturnHeader/ReturnTs02020-10-14T10:23:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$769,634
Liabilities
$1
Net assets
$769,634
Revenue
$770,030
Expenses
$214
Net income
$769,816
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.54$0.13$0.41
2023Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.50$0.12$0.38
2022Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.41$0.10$0.31
2021Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.80$0.09$0.70
2020Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.61$0.05$0.55
2019Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.77$0.00$0.77