Civic Intelligence

Dolan Family Charities

990 • Fiscal year 2019 • EIN 83-2122804

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 28, 2020

17303 Green Mountain RoadSan Antonio, TX 78210

(817) 877-1088

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2019 filings • 501(c)3 • <$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 • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

48th percentile

1.0%

Faster asset growth than 48% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

2nd percentile

-98%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$279,720

Up $2,666 (+1.0%) from 2018

Net Assets

Up

$279,720

Up $2,666 (+1.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$6,404

Down $271,262 (-98%) from 2018

Expenses

Up

$3,738

Up $3,126 (+511%) from 2018

Net Income

Down

$2,666

Down $274,388 (-99%) from 2018

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2018: $277,054Liabilities 2018: $0Net Assets 2018: $277,0542018Assets 2019: $279,720Liabilities 2019: $0Net Assets 2019: $279,7202019Assets 2020: $747,972Liabilities 2020: $0Net Assets 2020: $747,9722020Assets 2021: $2,371,611Liabilities 2021: $0Net Assets 2021: $2,371,6112021Assets 2022: $2,388,557Liabilities 2022: $0Net Assets 2022: $2,388,5572022Assets 2023: $2,371,504Liabilities 2023: $0Net Assets 2023: $2,371,5042023Assets 2024: $2,289,814Liabilities 2024: $0Net Assets 2024: $2,289,8142024

Highlighted filing

2019

Assets$279,720
Liabilities$0
Net Assets$279,720

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2018: $277,666Expenses 2018: $612Net Income 2018: $277,0542018Revenue 2019: $6,404Expenses 2019: $3,738Net Income 2019: $2,6662019Revenue 2020: $480,957Expenses 2020: $12,705Net Income 2020: $468,2522020Revenue 2021: $1,690,688Expenses 2021: $67,049Net Income 2021: $1,623,6392021Revenue 2022: $295,916Expenses 2022: $79,951Net Income 2022: $215,9652022Revenue 2023: $152,500Expenses 2023: $182,304Net Income 2023: -$29,8042023Revenue 2024: $177,000Expenses 2024: $258,690Net Income 2024: -$81,6902024

Highlighted filing

2019

Revenue$6,404
Expenses$3,738
Net Income$2,666
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 28, 2020
Return Version
2019v5.0
Gross Receipts
$6,404
Mission and Program Overview

Mission

The principal activity of the organization is to support the catholic church and its mission by raising funds and other resources (both real and personal) to support the church from like-minded individuals and businesses and thereafter deploying such resources to provide financial assistance to various parishes, dioceses, and other catholic organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$177,056$163,460▼ $13,596
Land, Buildings, and Equipment, Net$83,146$98,476▲ $15,330
Cash and Non-Interest-Bearing Accounts$16,852$17,784▲ $932
Total Assets$277,054$279,720▲ $2,666
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$277,044$279,710▲ $2,666
Net Assets With Donor Restrictions$10$10→ $0
Total Net Assets Fund Balance$277,054$279,720▲ $2,666
Total Liabilities and Net Assets / Fund Balance$277,054$279,720▲ $2,666

Asset Categories

AssetBook ValueDepreciationBasis
Land$98,476-$98,476
Other Securities$163,460--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Joseph DolanPRESIDENT; D
Michael DolanVP; DIRECTOR
Theresa DolanSEC/TREAS; D
Revenue and Support

Revenue Composition

Contributions and Grants
$20,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-13,596
All Other Contributions
$20,000
Change in Net Assets
$2,666
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,738
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses-$2,442-$2,442
Fees for Services Other-$800-$800
Occupancy-$288-$288
Fees for Services Legal-$208-$208
Total Functional Expenses$0$3,738$0$3,738
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Michael dolan joseph dolan vp president father/son theresa dolan joseph dolan sec/treas president mother/son michael dolan theresa dolan vp sec/treas husband/wife

Form 990, Page 6, Part VI, Line 7A

So far as is practicable, all elected officers shall be elected by the board of directors at each annual meeting thereof.

Form 990, Page 6, Part VI, Line 11B

A copy of the form 990 is provided to the board of directors prior to filing and the board reviews the return to ascertain that information presented is complete and accurate.

Form 990, Page 6, Part VI, Line 12C

The purpose of the conflict of interest policy is to protect dolan family charities' interest when it is contemplating entering into a transaction or arrangement that might benefit the private interest of an officer or director of the organization or might result in a possible excess benefit transaction. The fundamental principles are full disclosure of potential conflicts of interest, abstention of the interested person from any action by or on behalf of the organization where a conflict exists, and making of all such decisions solely on the basis of the best interests of the organization. This policy is intended to supplement, but not replace, any applicable state and federal laws governing conflict of interest applicable to nonprofit and charitable organizations.

Form 990, Page 6, Part VI, Line 19

Organization's governing documnets and conflicts of interest policy are available to the public upon request and are located at the organization's office.

Filing and Contact Details

Filer

Filer Name
Dolan Family Charities
EIN
83-2122804
Phone
8178771088
Address
17303 GREEN MOUNTAIN ROAD, SAN ANTONIO, TX 78210

Signing Officer

Name
Theresa Dolan
Title
SEC/TREAS; DIRECTOR
Phone
8178771088
Signed
2020-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph Dolan
Formed
2018
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Firm
Baratz & Associates Pa
Address
7 EVES DRIVE SUITE 100, MARLTON, NJ 08053-3196
Preparer
Raymond Giunta CPA
Phone
8569855688
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The principal activity of the organization is to support the catholic church and its mission by raising funds and other resources (both real and personal) to support the church from like-minded individuals and businesses and thereafter deploying such resources to provide financial assistance to various parishes, dioceses, and other catholic organizations.

Form 990, Part IX, Line 11G

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRINCIPAL ACTIVITY OF THE ORGANIZATION IS TO SUPPORT THE CATHOLIC CHURCH AND ITS MISSION BY RAISING FUNDS AND OTHER RESOURCES (BOTH REAL AND PERSONAL) TO SUPPORT THE CHURCH FROM LIKE-MINDED INDIVIDUALS AND BUSINESSES AND THEREAFTER DEPLOYING SUCH RESOURCES TO PROVIDE FINANCIAL ASSISTANCE TO VARIOUS PARISHES, DIOCESES, AND OTHER CATHOLIC ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MICHAEL DOLAN JOSEPH DOLAN VP PRESIDENT FATHER/SON THERESA DOLAN JOSEPH DOLAN SEC/TREAS PRESIDENT MOTHER/SON MICHAEL DOLAN THERESA DOLAN VP SEC/TREAS HUSBAND/WIFE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SO FAR AS IS PRACTICABLE, ALL ELECTED OFFICERS SHALL BE ELECTED BY THE BOARD OF DIRECTORS AT EACH ANNUAL MEETING THEREOF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING AND THE BOARD REVIEWS THE RETURN TO ASCERTAIN THAT INFORMATION PRESENTED IS COMPLETE AND ACCURATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PURPOSE OF THE CONFLICT OF INTEREST POLICY IS TO PROTECT DOLAN FAMILY CHARITIES' INTEREST WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF AN OFFICER OR DIRECTOR OF THE ORGANIZATION OR MIGHT RESULT IN A POSSIBLE EXCESS BENEFIT TRANSACTION. THE FUNDAMENTAL PRINCIPLES ARE FULL DISCLOSURE OF POTENTIAL CONFLICTS OF INTEREST, ABSTENTION OF THE INTERESTED PERSON FROM ANY ACTION BY OR ON BEHALF OF THE ORGANIZATION WHERE A CONFLICT EXISTS, AND MAKING OF ALL SUCH DECISIONS SOLELY ON THE BASIS OF THE BEST INTERESTS OF THE ORGANIZATION. THIS POLICY IS INTENDED TO SUPPLEMENT, BUT NOT REPLACE, ANY APPLICABLE STATE AND FEDERAL LAWS GOVERNING CONFLICT OF INTEREST APPLICABLE TO NONPROFIT AND CHARITABLE ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ORGANIZATION'S GOVERNING DOCUMNETS AND CONFLICTS OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST AND ARE LOCATED AT THE ORGANIZATION'S OFFICE.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990/USAddress/AddressLine1Txt0415 DUTTON MILL ROAD
IRS990/USAddress/CityNm0BRYN MAWR
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019355
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THERESA DOLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SEC/TREAS; DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08178771088
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOLAN FAMILY CHARITIES
ReturnHeader/Filer/BusinessNameControlTxt0DOLA
ReturnHeader/Filer/EIN0832122804
ReturnHeader/Filer/PhoneNum08178771088
ReturnHeader/Filer/USAddress/AddressLine1Txt017303 GREEN MOUNTAIN ROAD
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078210
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0594E512BAAE8F4F1CD4E404102D468EEADD204DD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId037BA502F7D1B14DAF43E7FB01A4CEBE01719B65D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.245.123.86
ReturnHeader/FilingSecurityInformation/IPDt02020-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:48:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222212404
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARATZ & ASSOCIATES PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07 EVES DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARLTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0080533196
ReturnHeader/PreparerPersonGrp/PhoneNum08569855688
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAYMOND GIUNTA CPA
ReturnHeader/ReturnTs02020-11-11T10:48:08-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • <$500k nonprofits