Civic Intelligence

The Ballydavid Foundation

990PF • Fiscal year 2020 • EIN 85-4101886

Nov 30, 2020 to Dec 31, 2020 • Filed on Apr 24, 2022

Organization Profile
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

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M 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

Balance Sheet
Liabilities / Assets38th percentile

Assets

$517,485

No earlier filing loaded for comparison.

Net Assets

$517,485

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin99th percentile

Revenue

$517,485

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$517,485

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2020: $517,485Liabilities 2020: $0Net Assets 2020: $517,4852020Assets 2021: $987,528Liabilities 2021: $12021Assets 2022: $1,190,704Liabilities 2022: $0Net Assets 2022: $1,190,7042022Assets 2023: $1,179,662Liabilities 2023: $12023

Highlighted filing

2020

Assets$517,485
Liabilities$0
Net Assets$517,485
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2020: $517,485Expenses 2020: $0Net Income 2020: $517,4852020Revenue 2021: $549,026Expenses 2021: $78,983Net Income 2021: $470,0432021Revenue 2022: $251,046Expenses 2022: $47,870Net Income 2022: $203,1762022Revenue 2023: $23,388Expenses 2023: $34,430Net Income 2023: -$11,0422023

Highlighted filing

2020

Revenue$517,485
Expenses$0
Net Income$517,485
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Nov 30, 2020 to Dec 31, 2020
Signed
Apr 24, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie O'SheaDir, Pres-$0--
Sean O'SheaDir, Sec, Treas-$0--
Filing and Contact Details

Filer

Filer Name
The Ballydavid Foundation
EIN
85-4101886
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Julie O'Shea
Title
president
Phone
8008391754
Signed
2022-04-24
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 Appendix234 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/InitialReturnInd0X
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02500
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0253436
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03839
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01102
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0252097
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Julie O'Shea
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Sean O'Shea
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Dir, Pres
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Dir, Sec, Treas
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Foundation Source
IRS990PF/StatementsRegardingActyGrp/PhoneNum08008391754
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Julie O'Shea
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Sean O'Shea
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0O'Shea Julie
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02280 East Beachside Lane
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Vero Beach
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd032963
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0517485
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum31
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0153875
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt151720
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2241900
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt359990
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0SPDR S&P MIDCAP 400 EFT TRUST MDY, 366 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1AMERICAN CENTURY SMALL CAP GROWTH FUND ANONX, 2000 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2JPMORGAN LARGE CAP GROWTH FUND SELECT SEEGX, 4025.62 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3JPMORGAN LARGE CAP GROWTH FUND SELECT SEEGX, 1000 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-12-24
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12020-12-28
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22020-12-28
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32020-12-29
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReasonableCauseExplanation/ExplanationTxt0Reasonable Cause Request for Abatement The Ballydavid Foundation (EIN: 85-4101886) 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 November 3, 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/PersonNm0O'Shea Julie
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1O'Shea Sean
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt02280 East Beachside Lane
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt12280 East Beachside Lane
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Vero Beach
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1Vero Beach
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd032963
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd132963
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Julie O'Shea
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-24
ReturnHeader/DisasterReliefTxt0NEW YORK-HURRICANE IDA
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Ballydavid Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BALL
ReturnHeader/Filer/EIN0854101886
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/ReturnTs02022-04-28T13:37:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Julie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OShea
ReturnHeader/TaxPeriodBeginDt02020-11-30
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
$517,485
Liabilities
$0
Net assets
$517,485
Revenue
$517,485
Expenses
$0
Net income
$517,485
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.18$0.00$0.02$0.03$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.25$0.05$0.20
2021Summary only. Only limited summary data is available for this year.$0.99$0.00$0.55$0.08$0.47
2020Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.52$0.00$0.52