Civic Intelligence

The Orvis Charitable Foundation

990PF • Fiscal year 2019 • EIN 83-1437443

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 20, 2020

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

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

87th percentile

39%

Higher net margin than 87% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k 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 / Assets59th percentile

Assets

$33,344

No earlier filing loaded for comparison.

Net Assets

$33,344

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin87th percentile

Revenue

$78,516

No earlier filing loaded for comparison.

Expenses

$47,555

No earlier filing loaded for comparison.

Net Income

$30,961

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.

$2.0M$1.5M$1.0M$500K$0Assets 2019: $33,344Liabilities 2019: $0Net Assets 2019: $33,3442019Assets 2020: $23,917Liabilities 2020: $0Net Assets 2020: $23,9172020Assets 2021: $213,068Liabilities 2021: $0Net Assets 2021: $213,0682021Assets 2022: $858,802Liabilities 2022: $0Net Assets 2022: $858,8022022Assets 2023: $1,020,886Liabilities 2023: $0Net Assets 2023: $1,020,8862023Assets 2024: $1,890,524Liabilities 2024: $0Net Assets 2024: $1,890,5242024

Highlighted filing

2019

Assets$33,344
Liabilities$0
Net Assets$33,344
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2019: $78,516Expenses 2019: $47,555Net Income 2019: $30,9612019Revenue 2020: $60,196Expenses 2020: $69,623Net Income 2020: -$9,4272020Revenue 2021: $350,028Expenses 2021: $160,877Net Income 2021: $189,1512021Revenue 2022: $852,593Expenses 2022: $206,859Net Income 2022: $645,7342022Revenue 2023: $443,420Expenses 2023: $281,336Net Income 2023: $162,0842023Revenue 2024: $1,112,473Expenses 2024: $242,835Net Income 2024: $869,6382024

Highlighted filing

2019

Revenue$78,516
Expenses$47,555
Net Income$30,961
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 20, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Simon PerkinsDir, Pres, Sec, Treas-$0--
Filing and Contact Details

Filer

Filer Name
The Orvis Charitable Foundation
EIN
83-1437443
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Simon Perkins
Title
president
Phone
8008391754
Signed
2020-08-20
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 Appendix285 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/UndistributedIncomeGrp/DistributableAsAdjustedAmt01080
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07600
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt054075
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt046475
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07600
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt047555
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt046475
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt054075
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07600
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0The Orvis Company Inc
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0178 Conservation Way
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Sunderland
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd005250
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt078394
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LiquidationExplanationStmt/ExplanationTxt0As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2019, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $40,000. This amount represents 25% or more of the Foundation's net assets of $2,383 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2019. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt07555
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07555
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SIMON PERKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Orvis Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ORVI
ReturnHeader/Filer/EIN0831437443
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/FilingSecurityInformation/AtSubmissionCreationDeviceId05EBD0F9611F6C2B8155DB0E8CB23DDD2FF5D3B12
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0384717C1FADDEF7B1C9CB58DAC69F19ED4566B5B
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId006391520202535000015
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-09-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.82.234.252
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/ReturnTs02020-09-09T12:09:30-05:00
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
$33,344
Liabilities
$0
Net assets
$33,344
Revenue
$78,516
Expenses
$47,555
Net income
$30,961
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$1.11$0.24$0.87
2023Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.44$0.28$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.85$0.21$0.65
2021Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.35$0.16$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.06$0.07$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.08$0.05$0.03