Civic Intelligence

Rucker Collier Foundation

990PF • Fiscal year 2020 • EIN 85-3156898

Sep 16, 2020 to Dec 31, 2020 • Filed on Jun 14, 2022

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

97th percentile

94%

Higher net margin than 97% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

$211,401

No earlier filing loaded for comparison.

Net Assets

$211,401

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$225,963

No earlier filing loaded for comparison.

Expenses

$14,562

No earlier filing loaded for comparison.

Net Income

$211,401

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2020: $211,401Liabilities 2020: $0Net Assets 2020: $211,4012020Assets 2021: $1,875,556Liabilities 2021: $0Net Assets 2021: $1,875,5562021Assets 2022: $2,433,405Liabilities 2022: $0Net Assets 2022: $2,433,4052022Assets 2023: $3,404,838Liabilities 2023: $0Net Assets 2023: $3,404,8382023Assets 2024: $4,994,622Liabilities 2024: $0Net Assets 2024: $4,994,6222024

Highlighted filing

2020

Assets$211,401
Liabilities$0
Net Assets$211,401

Operations Trend

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

$3.0M$2.0M$1.0M$0Revenue 2020: $225,963Expenses 2020: $14,562Net Income 2020: $211,4012020Revenue 2021: $2,065,882Expenses 2021: $401,727Net Income 2021: $1,664,1552021Revenue 2022: $887,776Expenses 2022: $329,927Net Income 2022: $557,8492022Revenue 2023: $1,249,647Expenses 2023: $278,214Net Income 2023: $971,4332023Revenue 2024: $1,944,490Expenses 2024: $354,706Net Income 2024: $1,589,7842024

Highlighted filing

2020

Revenue$225,963
Expenses$14,562
Net Income$211,401
Jump To
Filing Snapshot
Filing Period
Sep 16, 2020 to Dec 31, 2020
Signed
Jun 14, 2022
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ann BerkmeierDir, Sec-$0--
Charles C CollierDirector-$0--
John Rucker CollierDir, Pres, Treas, Sec*-$0--
Katherine CollierDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rucker Collier Foundation
EIN
85-3156898
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
John Collier
Title
President
Phone
8008391754
Signed
2022-06-14
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
ONE HOLLOW LN STE 212, LAKE SUCCESS, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix368 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CARLYLE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1KKR & CO INC
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Dir, Sec
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Dir, Pres, Treas, Sec*
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Dir
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IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm4Cory Robert
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IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt07500
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt110000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt220000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt350445
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt45000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt510000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt65000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt75000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt810000
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IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt124901
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt28783
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0QORVO INC QRVO, 40 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1KKR & CO INC KKR, 630 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2CARLYLE GROUP CG, 279 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-12-29
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12020-12-29
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22020-12-29
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt33892
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt33892
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4670
ReasonableCauseExplanation/ExplanationTxt0Rucker Collier Foundation (EIN: 85-3156898) respectfully requests abatement of any penalties for late filing of Form 990-PF for taxable year ending December 31, 2020 because the delay was inadvertent, unintended, and due to reasonable causes. Treasury Regulations Section 301.6651-1(c)(1) defines reasonable cause by asking whether the taxpayer exercised ordinary business care and prudence. The Foundation exercised care and prudence in seeking a reputable firm knowledgeable about exempt organizations to prepare its Form 990-PF for tax period ending 12/31/2020. The Foundation's 2020 Form 990-PF was timely filed on August 10, 2021. The return was originally mailed to the IRS, but was returned along with a notice instructing the Foundation to submit the return electronically. The Foundation's administrator advised the Foundation to submit the return for paper filing initially because at the time the return was filed, the foundation's exempt application was still pending and the IRS does not have the capability to accept e-filed returns for exempt organizations where tax exempt status is still pending. The foundation's administrator is now submitting the return via e-file, and the delay in filing Form 990-PF for the taxable year ending 2020 is no fault or willful neglect of the foundation. According to the standards set forth in Rev. Proc. 92-85, we believe the Foundation's actions were reasonable and in good faith. These administrative actions were in no way an intentional disregard of the IRS rules and therefore entitled to abatement of any penalty. The organization acted in good faith in complying with the filing deadline and in rectifying the situation as soon as it was known. Therefore, we again request that no penalty be assessed for late filing.
SubstantialContributorsSch/SubstantialContributorDetail/ForeignAddress/AddressLine1Txt01 Marylebone High Street
SubstantialContributorsSch/SubstantialContributorDetail/ForeignAddress/CityNm0london
SubstantialContributorsSch/SubstantialContributorDetail/ForeignAddress/CountryCd0UK
SubstantialContributorsSch/SubstantialContributorDetail/ForeignAddress/ForeignPostalCd0W1U 4LZ
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Benak Family 2018 Charitable Trust
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1Campion Capital Ltd
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm2Collier John Rucker
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm3Dunbar McGavock and Ann
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm4Stockard Mike
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm5COLLIER KATHERINE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0407 Granada Drive
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt1449 Sunset Drive
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt23625 Mountain Lane
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt3453 Sunset Drive
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt4449 Sunset Drive
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Vestavia
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1Vestavia
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm2Birmingham
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm3Vestavia Hills
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm4Vestavia
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SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd435216
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John Collier
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-14
ReturnHeader/DisasterReliefTxt0New York-Hurricane Ida
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rucker Collier Foundation
ReturnHeader/Filer/BusinessNameControlTxt0RUCK
ReturnHeader/Filer/EIN0853156898
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/AddressLine1Txt0ONE HOLLOW LN STE 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE SUCCESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02022-08-24T10:00:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0John
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Collier
ReturnHeader/TaxPeriodBeginDt02020-09-16
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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