Civic Intelligence

3055 Foundation

990PF • Fiscal year 2020 • EIN 83-4588177

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 26, 2021

Organization Profile
3055 Kettering Blvd Suite 418Dayton, OH 45439

(937) 293-0968

Siviq Scores

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

Liabilities / Assets

1st percentile

-0.00x

Higher debt load relative to assets than 1% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

1st percentile

-0.00x

Higher debt load relative to revenue than 1% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

97th percentile

97%

Higher net margin than 97% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

100th percentile

193058%

Faster asset growth than 100% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

100th percentile

199194600%

Faster revenue growth than 100% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets1st percentile

Assets

Up

$1,931,577

Up $1,930,577 (+193058%) from 2019

Net Assets

Up

$1,931,681

Up $1,931,681 from 2019

Liabilities

Down

-$104

Down $1,104 (-110%) from 2019

Revenue And Expenses
Liabilities / Revenue1st percentileNet Margin97th percentile

Revenue

Up

$1,991,947

Up $1,991,946 (+199194600%) from 2019

Expenses

Up

$60,266

Up $60,266 from 2019

Net Income

Up

$1,931,681

Up $1,931,680 (+193168000%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2019: $1,000Liabilities 2019: $1,000Net Assets 2019: $02019Assets 2020: $1,931,577Liabilities 2020: -$104Net Assets 2020: $1,931,6812020Assets 2021: $2,053,966Liabilities 2021: -$157Net Assets 2021: $2,054,1232021Assets 2022: $1,868,185Liabilities 2022: -$201Net Assets 2022: $1,868,3862022Assets 2023: $1,650,246Liabilities 2023: $1Net Assets 2023: $1,650,2462023Assets 2024: $1,652,213Liabilities 2024: $0Net Assets 2024: $1,652,2132024

Highlighted filing

2020

Assets$1,931,577
Liabilities-$104
Net Assets$1,931,681
Open 2020 Filing

Operations Trend

Revenue Growth100th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2019: $1Expenses 2019: $0Net Income 2019: $12019Revenue 2020: $1,991,947Expenses 2020: $60,266Net Income 2020: $1,931,6812020Revenue 2021: $415,702Expenses 2021: $293,260Net Income 2021: $122,4422021Revenue 2022: $80,418Expenses 2022: $266,155Net Income 2022: -$185,7372022Revenue 2023: $191,809Expenses 2023: $409,949Net Income 2023: -$218,1402023Revenue 2024: $340,076Expenses 2024: $338,109Net Income 2024: $1,9672024

Highlighted filing

2020

Revenue$1,991,947
Expenses$60,266
Net Income$1,931,681
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 26, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES D BERRYPresident/ D-$0--
JOHN W BERRY JRVice Preside-$0--
WILLIAM T LINCOLNTreasurer/ D-$0--
Filing and Contact Details

Filer

Filer Name
3055 Foundation
EIN
83-4588177
Address
3055 KETTERING BLVD SUITE 418, DAYTON, OH 45439

Signing Officer

Name
William T Lincoln
Title
Treasurer/ Director
Phone
9379494437
Signed
2021-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Pohlman Talmage Brown & Campbell CPA Inc
Address
3445 S DIXIE DR STE 200, DAYTON, OH 45439
Preparer
Doug Talmage CPA
Phone
9372973735
Raw XML Appendix315 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
AccountingFeesSchedule/AccountingFeesDetail/Amt04000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02020-04-30
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12020-05-07
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22020-05-12
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt32020-06-03
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt42020-03-18
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt52020-06-17
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt62020-07-15
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt72020-07-24
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt82020-11-11
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt92020-12-16
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt3S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt4S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt5S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt6S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt7S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt8S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt9S/L
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt080788
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt16796
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt277515
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt32000
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt421000
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt5617
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt615360
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt74441
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt8971
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt99643
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt01381
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt1116
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt21325
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt330
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt42250
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt544
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt61097
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt7264
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt823
DepreciationSchedule/DepreciationPropertyGrp/LifeRt039.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt139.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt239.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt339.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt47.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt57.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt67.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt77.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt87.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt97.0000
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0LEASEHOLD IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1LEASEHOLD IMPROVEMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2LEASEHOLD IMPROVEMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3LEASEHOLD IMPROVEMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4OFFICE FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5OFFICE FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6OFFICE FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7OFFICE FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8OFFICE FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9OFFICE FURNITURE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0BNY MELLON
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt02171954
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt02164724
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-7230
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BNY MELLON
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0500815
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0507089
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01206039
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01364950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BNY MELLON
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt025379
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt037574
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt062953
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt062953
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt044804
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01928994
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt06530
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt025379
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt025379
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01931681
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02209528
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt04060
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt037574
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt070183
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt035952
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01524
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02395
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt05805
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt060266
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt070183
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01991947
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt060266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt044804
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01931681
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01931681
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01931681
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt075827
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt075827
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt075827
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt076803
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0976
IRS990PF/DistributableAmountGrp/TotalTaxAmt0976
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt020
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0976
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0976
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0976
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0996
IRS990PF/FMVAssetsEOYAmt01884161
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt012122
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt012122
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0500815
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0507089
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01206039
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01364950
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt06530
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0219131
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0212601
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt01931681
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0-104
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01931577
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01884161
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0-104
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01931577
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01931681
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01559450
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt07997
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01551453
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt023392
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt076803
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01536058
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01559450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHARLES D BERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN W BERRY JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WILLIAM T LINCOLN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/ D
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER/ D
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04150 RONDEAU RIDGE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1348 CROMWELL COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23055 KETTERING BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0SUITE 418
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DAYTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2DAYTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd045429
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd134108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd245439
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02019
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WILLIAM T LINCOLN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03055 KETTERING BLVD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DAYTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd045439
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09372930968
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER FORMAT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WILLIAM LINCOLN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09372973735
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03055 KETTERING BLVD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt0SUITE 418
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0DAYTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd045439
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt075827
IRS990PF/UndistributedIncomeGrp/Taxable2Amt04
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt075827
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DAYTON FOUNDATIONCD BERRY FOUNDATIO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03055 KETTERING BLVD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DAYTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd045439
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01928994
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04060
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4REIMBURSABLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1230
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21203
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt316
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0LOAN FROM BERRY INVESTMENTS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1WORKERS COMPENSATION PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0-104
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02295
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1OTHER
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM T LINCOLN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER/ DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09379494437
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt03055 FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt03055
ReturnHeader/Filer/EIN0834588177
ReturnHeader/Filer/USAddress/AddressLine1Txt03055 KETTERING BLVD SUITE 418
ReturnHeader/Filer/USAddress/CityNm0DAYTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045439
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311360680
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0POHLMAN TALMAGE BROWN & CAMPBELL CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03445 S DIXIE DR STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAYTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045439
ReturnHeader/PreparerPersonGrp/PhoneNum09372973735
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUG TALMAGE CPA
ReturnHeader/ReturnTs02021-11-05T09:31:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LINCOLN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,931,577
Liabilities
-$104
Net assets
$1,931,681
Revenue
$1,991,947
Expenses
$60,266
Net income
$1,931,681
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.34$0.34$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.19$0.41$0.22
2022Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.08$0.27$0.19
2021Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.42$0.29$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$1.99$0.06$1.93
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00