Civic Intelligence

Endeavour Legacy Foundation

990PF • Fiscal year 2019 • EIN 83-1934407

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 09, 2020

Organization Profile
919 East Main Street Suite 950Richmond, VA 23219

(804) 643-4080

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

14th percentile

0.00x

Higher debt load relative to revenue than 14% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

96th percentile

84%

Higher net margin than 96% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2019 filings • $25M-$50M 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 / Assets14th percentile

Assets

$35,894,971

No earlier filing loaded for comparison.

Net Assets

$35,894,971

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin96th percentile

Revenue

$813,104

No earlier filing loaded for comparison.

Expenses

$132,036

No earlier filing loaded for comparison.

Net Income

$681,068

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.

$800M$600M$400M$200M$0Assets 2019: $35,894,971Liabilities 2019: $0Net Assets 2019: $35,894,9712019Assets 2020: $34,598,398Liabilities 2020: $1Net Assets 2020: $34,598,3982020Assets 2021: $128,288,493Liabilities 2021: $1Net Assets 2021: $128,288,4932021Assets 2022: $761,480,139Liabilities 2022: $1Net Assets 2022: $761,480,1392022Assets 2023: $732,097,918Liabilities 2023: $1Net Assets 2023: $732,097,9182023Assets 2024: $731,727,305Liabilities 2024: $0Net Assets 2024: $731,727,3052024

Highlighted filing

2019

Assets$35,894,971
Liabilities$0
Net Assets$35,894,971
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800M$600M$400M$200M$0-$200MRevenue 2019: $813,104Expenses 2019: $132,036Net Income 2019: $681,0682019Revenue 2020: -$1,168,458Expenses 2020: $128,115Net Income 2020: -$1,296,5732020Revenue 2021: $101,093,579Expenses 2021: $7,403,484Net Income 2021: $93,690,0952021Revenue 2022: $661,470,412Expenses 2022: $28,278,766Net Income 2022: $633,191,6462022Revenue 2023: $12,014,166Expenses 2023: $41,396,387Net Income 2023: -$29,382,2212023Revenue 2024: $43,471,236Expenses 2024: $43,841,849Net Income 2024: -$370,6132024

Highlighted filing

2019

Revenue$813,104
Expenses$132,036
Net Income$681,068
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 9, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHARINE P HICKOKPresident/SecretaryPT$0--
STANLEY F PAULEYDirector-$0--
EUGENE W HICKOKVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Pauley Foundation
EIN
83-1934407
Phone
8046434080
Address
919 EAST MAIN STREET SUITE 950, RICHMOND, VA 23219

Signing Officer

Name
Katharine P Hickok
Title
President/secretary
Phone
8043580501
Signed
2020-07-09
Discuss with paid preparer
Yes

Preparer

Firm
Heritage Wealth Advisors
Address
919 EAST MAIN STREET SUITE 950, RICHMOND, VA 23219
Preparer
Jonathan Fortin
Phone
8046434080
Raw XML Appendix319 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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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0ATTACHMENTTOFORM 990-PF - THE PAULEY FOUNDATION (EIN: 83-1934407)MINIMUM DISTRIBUTION DURING START-UP PERIODTHE PAULEY FOUNDATION WAS ESTABLISHED ON SEPTEMBER 9, 2018. THE FOUNDATION DID NOT MAKE ANY MINIMUM DISTRIBUTION DURING 2018, THE FOUNDATION'S INITIAL YEAR, OR 2019 AS ALLOWED UNDER THE START-UP PERIOD RULE. THE FOUNDATION WILL MAKE ALL OF ITS REQUIRED MINIMUM DISTRIBUTIONS BEFORE THE END OF ITS START-UP PERIOD ENDING ON DECEMBER 31, 2022. DUE TO THIS EXCEPTION, THE FOUNDATION IS NOT REQUIRED TO FILE FORM 4720.
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01776197
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0560606
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01776197
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0560606
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2REGISTERED AGENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1635
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2405
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0107210
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDELITY - 8983
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0107210
TaxesSchedule/TaxesDetail/Amt04278
TaxesSchedule/TaxesDetail/Amt113000
TaxesSchedule/TaxesDetail/CategoryTxt02018 FORM 990-PF TAX DUE
TaxesSchedule/TaxesDetail/CategoryTxt12019 FORM 990-PF ESTIMATED PAYMENT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHARINE P HICKOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08043580501
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PAULEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0831934407
ReturnHeader/Filer/PhoneNum08046434080
ReturnHeader/Filer/USAddress/AddressLine1Txt0919 EAST MAIN STREET SUITE 950
ReturnHeader/Filer/USAddress/CityNm0RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023219
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId074333199A32AA00241F7A8009511ADD9EE33B0A5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.57.206.189
ReturnHeader/FilingSecurityInformation/IPDt02020-07-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:45:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364579334
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HERITAGE WEALTH ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0919 EAST MAIN STREET SUITE 950
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023219
ReturnHeader/PreparerPersonGrp/PhoneNum08046434080
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN FORTIN
ReturnHeader/ReturnTs02020-07-09T14:45:19-05:00
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
$35,894,971
Liabilities
$0
Net assets
$35,894,971
Revenue
$813,104
Expenses
$132,036
Net income
$681,068
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$732$0.00$732$43.5$43.8$0.37
2023Detailed filing. Detailed filing data is available for this year.$732$0.00$732$12.0$41.4$29.4
2022Detailed filing. Detailed filing data is available for this year.$761$0.00$761$661$28.3$633
2021Detailed filing. Detailed filing data is available for this year.$128$0.00$128$101$7.40$93.7
2020Detailed filing. Detailed filing data is available for this year.$34.6$0.00$34.6$1.17$0.13$1.30
2019Detailed filing. Detailed filing data is available for this year.$35.9$0.00$35.9$0.81$0.13$0.68