Civic Intelligence

Doug & Sally Bailey Foundation Tr

990PF • Fiscal year 2023 • EIN 82-6805949

Dec 01, 2022 to Nov 30, 2023 • Filed on Nov 26, 2024

Organization Profile
15371 Roosevelt Blvd - Suite 107Clearwater, FL 33760-3501

(727) 726-4577

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

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

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

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

Net Margin

31st percentile

-7.7%

Higher net margin than 31% 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

35th percentile

-1.4%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

68th percentile

21%

Faster revenue growth than 68% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,037,771

Down $14,888 (-1.4%) from 2022

Net Assets

Down

$1,037,771

Down $14,888 (-1.4%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin31st percentile

Revenue

Up

$192,628

Up $33,477 (+21%) from 2022

Expenses

Up

$207,516

Up $12,443 (+6.4%) from 2022

Net Income

Up

-$14,888

Up $21,034 (+59%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$1.5M$1.0M$500K$0Assets 2018: $1,133,284Liabilities 2018: $02018Assets 2019: $1,110,624Liabilities 2019: $1Net Assets 2019: $1,110,6242019Assets 2020: $1,115,005Liabilities 2020: $1Net Assets 2020: $1,115,0052020Assets 2021: $1,089,958Liabilities 2021: $1Net Assets 2021: $1,089,9582021Assets 2022: $1,052,659Liabilities 2022: $1Net Assets 2022: $1,052,6592022Assets 2023: $1,037,771Liabilities 2023: $1Net Assets 2023: $1,037,7712023Assets 2024: $1,047,001Liabilities 2024: $0Net Assets 2024: $1,047,0012024

Highlighted filing

2023

Assets$1,037,771
Liabilities$1
Net Assets$1,037,771
Open 2023 Filing

Operations Trend

Revenue Growth68th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2018: $1,321,428Expenses 2018: $188,144Net Income 2018: $1,133,2842018Revenue 2019: $193,229Expenses 2019: $215,889Net Income 2019: -$22,6602019Revenue 2020: $196,349Expenses 2020: $191,968Net Income 2020: $4,3812020Revenue 2021: $181,874Expenses 2021: $205,171Net Income 2021: -$23,2972021Revenue 2022: $159,151Expenses 2022: $195,073Net Income 2022: -$35,9222022Revenue 2023: $192,628Expenses 2023: $207,516Net Income 2023: -$14,8882023Revenue 2024: $215,357Expenses 2024: $206,127Net Income 2024: $9,2302024

Highlighted filing

2023

Revenue$192,628
Expenses$207,516
Net Income-$14,888
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Nov 26, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
L DOUGLAS BAILEYCo-Trustee-$0--
SALLY L BAILEYCo-Trustee-$0--
JENNIFER N MILEYCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Doug & Sally Bailey Foundation Tr
EIN
82-6805949
Phone
7277264577
Address
15371 ROOSEVELT BLVD - SUITE 107, CLEARWATER, FL 33760-3501

Signing Officer

Name
Jennifer N Miley
Title
Co-trustee
Phone
7275079808
Signed
2024-11-26

Preparer

Firm
Hurd Hawkins Meyers & Radosevichpa
Address
2299 TALL PINES DRIVE, LARGO, FL 33771
Preparer
Joseph a Meyers Ii CPA
Phone
7275011111
Raw XML Appendix270 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133759
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0135000
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/QualifyingDistributionsAmt0135000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0135000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0135000
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DOUGLAS AND SALLY BAILEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03 SEASIDE LANE UNIT 701
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BELLEAIR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033756
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt023937
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt022660
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COMMERCIAL RENTAL PROPERTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT DEPRECIATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt022660
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt022660
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER N MILEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07275079808
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOUG & SALLY BAILEY FOUNDATION TR
ReturnHeader/Filer/BusinessNameControlTxt0DOUG
ReturnHeader/Filer/EIN0826805949
ReturnHeader/Filer/PhoneNum07277264577
ReturnHeader/Filer/USAddress/AddressLine1Txt015371 ROOSEVELT BLVD - SUITE 107
ReturnHeader/Filer/USAddress/CityNm0CLEARWATER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0337603501
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593544776
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HURD HAWKINS MEYERS & RADOSEVICHPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02299 TALL PINES DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LARGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033771
ReturnHeader/PreparerPersonGrp/PhoneNum07275011111
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH A MEYERS II CPA
ReturnHeader/ReturnTs02024-11-26T13:09:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-12-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,037,771
Liabilities
$1
Net assets
$1,037,771
Revenue
$192,628
Expenses
$207,516
Net income
-$14,888
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.22$0.21$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.19$0.21$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.16$0.20$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.18$0.21$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.20$0.19$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.19$0.22$0.02
2018Summary only. Only limited summary data is available for this year.$1.13$0.00$1.32$0.19$1.13