Civic Intelligence

David Swope Fund April 18 2008

990PF • Fiscal year 2020 • EIN 84-2759638

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 02, 2021

Organization Profile
3492 Curry StreetYorktown Heights, NY 10598

(914) 762-0010

Siviq Scores

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

Liabilities / Assets

79th percentile

0.00x

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

2020 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

75th percentile

0.00x

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

2020 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2020

Net Margin

95th percentile

99%

Higher net margin than 95% of similar nonprofits.

2020 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2020 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2020

Asset Growth

100th percentile

1485015%

Faster asset growth than 100% of similar nonprofits.

2020 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

100th percentile

1499915%

Faster revenue growth than 100% of similar nonprofits.

2020 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets79th percentile

Assets

Flat

$1,485,115

Flat from 2020

Net Assets

$1,485,115

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin95th percentile

Revenue

Flat

$1,500,015

Flat from 2020

Expenses

Flat

$15,000

Flat from 2020

Net Income

Flat

$1,485,015

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MAssets 2019: $100Liabilities 2019: $02019Assets 2020: $1,485,115Liabilities 2020: $0Net Assets 2020: $1,485,1152020Assets 2020: $1,485,115Liabilities 2020: $12020Assets 2021: $3,719,073Liabilities 2021: $0Net Assets 2021: $3,719,0732021Assets 2022: $549,961Liabilities 2022: $2,874,1892022Assets 2023: $897,623Liabilities 2023: $2,874,1892023Assets 2024: $490,473Liabilities 2024: $2,874,189Net Assets 2024: -$2,383,7162024

Highlighted filing

2020

Assets$1,485,115
Liabilities$0
Net Assets$1,485,115
Open 2020 Filing

Operations Trend

Revenue Growth100th percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2019: $100Expenses 2019: $0Net Income 2019: $1002019Revenue 2020: $1,500,015Expenses 2020: $15,000Net Income 2020: $1,485,0152020Revenue 2020: $1,500,015Expenses 2020: $15,000Net Income 2020: $1,485,0152020Revenue 2021: $3,934,923Expenses 2021: $1,700,965Net Income 2021: $2,233,9582021Revenue 2022: $1,063,681Expenses 2022: $7,106,982Net Income 2022: -$6,043,3012022Revenue 2023: $723,958Expenses 2023: $376,296Net Income 2023: $347,6622023Revenue 2024: -$9,812Expenses 2024: $397,338Net Income 2024: -$407,1502024

Highlighted filing

2020

Revenue$1,500,015
Expenses$15,000
Net Income$1,485,015
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 2, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUGLAS KRAUSTrustee-$0--
DOROTHEA SWOPETrustee-$0--
REBECCA SAMBERGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
David Swope Fund 4-18-08
EIN
84-2759638
Phone
9147620010
Address
3492 CURRY STREET, YORKTOWN HEIGHTS, NY 10598

Signing Officer

Name
Douglas Kraus
Title
Trustee
Signed
2021-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Kirshenbaum & Urban Llp
Address
10 Bank Street STE 580, White Plains, NY 10606
Preparer
Adam A Urban CPA
Phone
9146860400
Raw XML Appendix208 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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AccountingFeesSchedule/AccountingFeesDetail/Amt02500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc2990PF, ALL LINES
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0ADDRESS OF FUND OFFICERS AND DIRECTORS:DOUGLAS KRAUSREBECCA SAMBERGDOROTHEA SWOPEC/O Vincent C. Travagliato, Esq.DelBello Donnellan Weingarten Wise & Wiederkehr, LLP1 North Lexington Ave., 11 fl.White Plains, NY 10601
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1In response to IRS letter 0422897266 dated October 15, 2021, the entity's 2020 return was not able to be filed electronically because the Name Control on our system was not being accepted. Numerous attempts were made to contact the IRS to get the issue resolved but were unsuccessful. The entity filed the return on time and has and will continue to do so in the future. We request that no late filing penalty be assessed as the entity did file the return in a timely manner, however, not electronically as required per the notice referenced above.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2In response to IRS letter 0422897266 dated October 15, 2021, the entity's 2020 return was not able to be filed electronically because the Name Control on our system was not being accepted. Numerous attempts were made to contact the IRS to get the issue resolved but were unsuccessful. The entity filed the return on time and has and will continue to do so in the future. We request that no late filing penalty be assessed as the entity did file the return in a timely manner, however, not electronically as required per the notice referenced above.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DOUGLAS KRAUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DOROTHEA SWOPE
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010606
ReturnHeader/PreparerPersonGrp/PhoneNum09146860400
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ReturnHeader/ReturnTs02021-11-02T10:48:07-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DOUGLAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KRAUS
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
$1,485,115
Liabilities
$0
Net assets
$1,485,115
Revenue
$1,500,015
Expenses
$15,000
Net income
$1,485,015
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.49$2.87$2.38$0.01$0.40$0.41
2023Summary only. Only limited summary data is available for this year.$0.90$2.87$0.72$0.38$0.35
2022Summary only. Only limited summary data is available for this year.$0.55$2.87$1.06$7.11$6.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.72$0.00$3.72$3.93$1.70$2.23
2020Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$1.50$0.02$1.49
2020Summary only. Only limited summary data is available for this year.$1.49$0.00$1.50$0.02$1.49
2019Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00