Civic Intelligence

The Orvis Charitable Foundation

990PF • Fiscal year 2020 • EIN 83-1437443

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 23, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

27th percentile

-16%

Higher net margin than 27% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

14th percentile

-28%

Faster asset growth than 14% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

41st percentile

-23%

Faster revenue growth than 41% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$23,917

Down $9,427 (-28%) from 2019

Net Assets

Down

$23,917

Down $9,427 (-28%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin27th percentile

Revenue

Down

$60,196

Down $18,320 (-23%) from 2019

Expenses

Up

$69,623

Up $22,068 (+46%) from 2019

Net Income

Down

-$9,427

Down $40,388 (-130%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

2020

Assets$23,917
Liabilities$0
Net Assets$23,917
Open 2020 Filing

Operations Trend

Revenue Growth41st percentile

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

2020

Revenue$60,196
Expenses$69,623
Net Income-$9,427
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 23, 2021
Return Version
2020v4.1
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
2021-04-23
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 Appendix268 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/GrantOrContributionPurposeTxt1Burr and Burton Annual Giving Campaign
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Annual sponsorship for the One Bug Tournament
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4For work on Everglades restoration
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5For the Trout Unlimited Alaska Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6for the Center for Social Innovation and Enterprise
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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, 2020, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $62,000. This amount represents 25% or more of the Foundation's net assets of $33,344 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2020. 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/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt07596
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07596
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
TaxesSchedule/TaxesDetail/Amt02
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Excise Tax for 2019
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SIMON PERKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-23
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/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/ReturnTs02021-05-11T09:24:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SIMON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PERKINS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,917
Liabilities
$0
Net assets
$23,917
Revenue
$60,196
Expenses
$69,623
Net income
-$9,427
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