Civic Intelligence

Brendan D Downey Memorial Fund

EIN 83-0531336 • 501(c)3 • Concord, NC

Profile

To assist students with chronic illness

3911 Abilene RoadConcord, NC 28025

www.brendandowneymemorialfund.org

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.00x

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

NTEE B82 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

82nd percentile

0.00x

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

NTEE B82 • <$500k nonprofits • Source year 2025

Net Margin

5th percentile

-733%

Higher net margin than 5% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Source year 2025

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

NTEE B82 • <$500k nonprofits • Source year 2025

Asset Growth

11th percentile

-37%

Faster asset growth than 11% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

25th percentile

-34%

Faster revenue growth than 25% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$17,932

Down $10,446 (-37%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$17,932

Down $10,446 (-37%) from 2024

Operations
Liabilities / Revenue82nd percentileNet Margin5th percentile

Revenue

Down

$1,426

Down $719 (-34%) from 2024

Expenses

Down

$11,872

Down $220 (-1.8%) from 2024

Net Income

Down

-$10,446

Down $499 (-5.0%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth11th percentile

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

$60K$40K$20K$0Assets 2018: $14,364Liabilities 2018: $02018Assets 2019: $30,619Liabilities 2019: $0Net Assets 2019: $30,6192019Assets 2020: $32,891Liabilities 2020: $0Net Assets 2020: $32,8912020Assets 2021: $39,315Liabilities 2021: $0Net Assets 2021: $39,3152021Assets 2022: $46,724Liabilities 2022: $0Net Assets 2022: $46,7242022Assets 2023: $38,325Liabilities 2023: $0Net Assets 2023: $38,3252023Assets 2024: $28,378Liabilities 2024: $0Net Assets 2024: $28,3782024Assets 2025: $17,932Liabilities 2025: $0Net Assets 2025: $17,9322025

Highlighted filing

2025

Assets$17,932
Liabilities$0
Net Assets$17,932
Open 2025 Filing

Operations Trend

Revenue Growth25th percentile

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

$40K$20K$0-$20KRevenue 2018: $16,808Expenses 2018: $2,444Net Income 2018: $14,3642018Revenue 2019: $31,189Expenses 2019: $14,934Net Income 2019: $16,2552019Revenue 2020: $7,062Expenses 2020: $4,790Net Income 2020: $2,2722020Revenue 2021: $11,738Expenses 2021: $5,314Net Income 2021: $6,4242021Revenue 2022: $14,171Expenses 2022: $6,762Net Income 2022: $7,4092022Revenue 2023: $2,886Expenses 2023: $9,303Net Income 2023: -$6,4172023Revenue 2024: $2,145Expenses 2024: $12,092Net Income 2024: -$9,9472024Revenue 2025: $1,426Expenses 2025: $11,872Net Income 2025: -$10,4462025

Highlighted filing

2025

Revenue$1,426
Expenses$11,872
Net Income-$10,446
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,932
Liabilities
$0
Net assets
$17,932
Revenue
$1,426
Expenses
$11,872
Net income
-$10,446
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$1.43$11.9$10.4
2024Detailed filing. Detailed filing data is available for this year.$28.4$0.00$28.4$2.15$12.1$9.95
2023Detailed filing. Detailed filing data is available for this year.$38.3$0.00$38.3$2.89$9.30$6.42
2022Detailed filing. Detailed filing data is available for this year.$46.7$0.00$46.7$14.2$6.76$7.41
2021Detailed filing. Detailed filing data is available for this year.$39.3$0.00$39.3$11.7$5.31$6.42
2020Detailed filing. Detailed filing data is available for this year.$32.9$0.00$32.9$7.06$4.79$2.27
2019Detailed filing. Detailed filing data is available for this year.$30.6$0.00$30.6$31.2$14.9$16.3
2018Summary only. Only limited summary data is available for this year.$14.4$0.00$16.8$2.44$14.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Jan 30, 2026
Return Version
2025v4.0
Gross Receipts
$1,426
Mission and Program Overview

Mission

To Assist students with Chronic Illness

Program Services

DescriptionGrantsExpenses
Assist students with chronic illness by helping to pay for education-$11,872
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel DowneyDirectorPT$0--
Kami DowneyDirectorPT$0--
Craig CarterDirectorPT$0--
SHannon CarterDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Brendan D Downey Memorial Fund
EIN
83-0531336
In Care Of
% Daniel Downey
Address
3911 Abilene Road, Concord, NC 28025

Signing Officer

Name
Daniel Downey
Title
Director
Signed
2026-01-30
Discuss with paid preparer
No

Preparer

Firm
Lori J Perez CPA
Address
9102 Karlo Street, Manassas, VA 20110
Preparer
Lori J Perez
Phone
7039678863
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity To Assist students with chronic Illness Grantee Southwestern University Street 1001 Univesity Ave City, State, Zip Georgetown, TX 78626Relationship donee Amount 5,000Activity To Assist Srudent with Chronic Illness Grantee University of Hawaii Street 877 Moaniala Street City, State, Zip Honolulu, HI 96821Relationship donee Amount 5,000”

Description of other expenses Part I line 16

“Description AmountProfessional LIability Insurance 710Registered Agent Fees 356General Liabiity Insurance 756Accounting Fees 50”

Raw XML Appendix128 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/BooksInCareOfDetail/PersonNm0Daniel Downey
IRS990EZ/BooksInCareOfDetail/PhoneNum07036281282
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03911 Abile Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Concord
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028025
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028378
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017932
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01426
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10446
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028378
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017932
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010000
IRS990EZ/GrossReceiptsAmt01426
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028378
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017932
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028378
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017932
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Daniel Downey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kami Downey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Craig Carter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHannon Carter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIrector
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt01872
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To Assist students with Chronic Illness
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Assist students with chronic illness by helping to pay for education
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011872
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011872
IRS990EZ/TotalProgramServiceExpensesAmt011872
IRS990EZ/TotalRevenueAmt01426
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01426
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02145
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02886
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06457
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt06457
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01426
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02145
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02886
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06457
IRS990ScheduleA/TotalSupportAmt06457
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity To Assist students with chronic Illness Grantee Southwestern University Street 1001 Univesity Ave City, State, Zip Georgetown, TX 78626Relationship donee Amount 5,000Activity To Assist Srudent with Chronic Illness Grantee University of Hawaii Street 877 Moaniala Street City, State, Zip Honolulu, HI 96821Relationship donee Amount 5,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountProfessional LIability Insurance 710Registered Agent Fees 356General Liabiity Insurance 756Accounting Fees 50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL DOWNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Brendan D Downey Memorial Fund
ReturnHeader/Filer/BusinessNameControlTxt0BREN
ReturnHeader/Filer/EIN0830531336
ReturnHeader/Filer/InCareOfNm0% Daniel Downey
ReturnHeader/Filer/USAddress/AddressLine1Txt03911 Abilene Road
ReturnHeader/Filer/USAddress/CityNm0Concord
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028025
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lori J Perez CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09102 Karlo Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Manassas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020110
ReturnHeader/PreparerPersonGrp/PhoneNum07039678863
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI J PEREZ
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-02-06T18:21:27-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.