Civic Intelligence

Southern Reconstruction Fund

990PF • Fiscal year 2023 • EIN 84-2321253

Jul 01, 2022 to Jun 30, 2023 • Filed on May 15, 2024

Organization Profile

View Organization Page

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

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

84th percentile

39%

Higher net margin than 84% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

96th percentile

$525,959

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 20.2% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

80th percentile

20%

Faster asset growth than 80% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

89th percentile

92%

Faster revenue growth than 89% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Flat

$6,127,289

Flat from 2023

Net Assets

$6,127,289

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin84th percentile

Revenue

Flat

$2,604,947

Flat from 2023

Expenses

Flat

$1,601,042

Flat from 2023

Net Income

Flat

$1,003,905

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $5,393,890Liabilities 2021: $0Net Assets 2021: $5,393,8902021Assets 2022: $5,123,384Liabilities 2022: $0Net Assets 2022: $5,123,3842022Assets 2023: $6,127,289Liabilities 2023: $0Net Assets 2023: $6,127,2892023Assets 2023: $6,127,289Liabilities 2023: $12023Assets 2024: $4,417,290Liabilities 2024: $0Net Assets 2024: $4,417,2902024

Highlighted filing

2023

Assets$6,127,289
Liabilities$0
Net Assets$6,127,289
Open 2023 Filing

Operations Trend

Revenue Growth89th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $5,656,059Expenses 2021: $262,169Net Income 2021: $5,393,8902021Revenue 2022: $1,355,335Expenses 2022: $1,625,841Net Income 2022: -$270,5062022Revenue 2023: $2,604,947Expenses 2023: $1,601,042Net Income 2023: $1,003,9052023Revenue 2023: $2,604,947Expenses 2023: $1,601,042Net Income 2023: $1,003,9052023Revenue 2024: $23,958Expenses 2024: $1,733,957Net Income 2024: -$1,709,9992024

Highlighted filing

2023

Revenue$2,604,947
Expenses$1,601,042
Net Income$1,003,905
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dorian O Burton IIDir, PresFT$415,000$110,959$525,959
Anne KenanDirector-$0--
Annice O KenanDirector-$0--
Filing and Contact Details

Filer

Filer Name
SRF Impact Fund
EIN
84-2321253
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
dorian burton
Title
president
Phone
8008391754
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix348 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Annice O Kenan
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0true
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0501 Silverside Road Suite 123
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Wilmington
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0198091377
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Foundation Source
IRS990PF/StatementsRegardingActyGrp/PhoneNum08008391754
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Anne Kenan
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Annice O Kenan
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt030000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Texas Legislative Internship Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TEXAS SOUTHERN UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03100 CLEBURNE AVE HANNAH HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077004
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030000
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/AppliedToCurrentYearAmt0237588
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0237588
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01119488
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0124104
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01958976
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0715384
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01119488
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0124104
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0952972
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0715384
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01958976
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01243592
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Kenan Anne
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0231 N Mill Street
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Lexington
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0KY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd040507
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01896412
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01896412
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0BERKSHIRE HATHAWAY INC DEL CL A BRK-A, 4 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02022-12-02
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0General Consultations
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0120
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0120
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Payroll Processing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt013118
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14293
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2243
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt013118
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14293
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2243
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0233288
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1193283
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Philanthropic Consulting Srvcs
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0193283
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0233288
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Perrin David
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0231 N Mill Street
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Lexington
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0KY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd040507
TaxesSchedule/TaxesDetail/Amt034500
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2023
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0dorian burton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SRF Impact Fund
ReturnHeader/Filer/BusinessNameControlTxt0SRFI
ReturnHeader/Filer/EIN0842321253
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/AddressLine1Txt03333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02024-05-15T16:17:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0dorian
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0burton
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,127,289
Liabilities
$0
Net assets
$6,127,289
Revenue
$2,604,947
Expenses
$1,601,042
Net income
$1,003,905
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.02$1.73$1.71
2023Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$2.60$1.60$1.00
2023Summary only. Only limited summary data is available for this year.$6.13$0.00$2.60$1.60$1.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.12$0.00$5.12$1.36$1.63$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.39$0.00$5.39$5.66$0.26$5.39
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00