Civic Intelligence

Dale Geiss Cardiac Surgery Edu Fd

EIN 86-3697094 • 501(c)3 • Peoria, IL

Profile

Facillitate the furtherance and expansion of cardiac surgery

1624 NE Glen Oak AvePeoria, IL 61603

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

84th percentile

43%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

25th percentile

-35%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$105,232

Up $31,542 (+43%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$105,232

Up $31,542 (+43%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

Down

$32,786

Down $17,420 (-35%) from 2022

Expenses

Up

$1,244

Up $1,229 (+8193%) from 2022

Net Income

Down

$31,542

Down $18,649 (-37%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2021: $23,499Liabilities 2021: $0Net Assets 2021: $23,4992021Assets 2022: $73,690Net Assets 2022: $73,6902022Assets 2023: $105,232Net Assets 2023: $105,2322023

Highlighted filing

2023

Assets$105,232
Liabilities-
Net Assets$105,232
Open 2023 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0Revenue 2021: $26,350Expenses 2021: $2,851Net Income 2021: $23,4992021Revenue 2022: $50,206Expenses 2022: $15Net Income 2022: $50,1912022Revenue 2023: $32,786Expenses 2023: $1,244Net Income 2023: $31,5422023

Highlighted filing

2023

Revenue$32,786
Expenses$1,244
Net Income$31,542
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$105,232
Liabilities
-
Net assets
$105,232
Revenue
$32,786
Expenses
$1,244
Net income
$31,542
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.05$1.05$0.33$0.01$0.32
2022Detailed filing. Detailed filing data is available for this year.$0.74$0.74$0.50$0.00$0.50
2021Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.26$0.03$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Gross Receipts
$32,786
Mission and Program Overview

Mission

Facilitate the furtherance and expansion of cardiac surgery

Facillitate the furtherance and expansion of cardiac surgery

Program Services

DescriptionGrantsExpenses
EDUCATION OF DONORS TO FACILITATE THE FURTHERANCE AND EXPANSION OF CARDIAC SURGERY--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pamela A HallDirectorPT$0--
Kristin CuranDirectorPT$0--
Angie BrownDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Dale Geiss Cardiac Surgery Edu Fd
EIN
86-3697094
Phone
3093783545
Address
1624 NE GLEN OAK AVE, PEORIA, IL 61603

Signing Officer

Name
Angie Brown
Title
Director
Signed
2024-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Burdette & Sturgell PC
Address
300 S Main Street, Creve Coeur, IL 61610
Preparer
Matthew E Sturgell
Phone
3096980326
Supplemental Narrative

Additional Explanations

Other Expenses.1

“CHARITY FUND FEE $15”

Other Expenses.2

“ANNUAL FILING FEE $10”

Other Expenses.3

“PAYPAL FEES $5”

Raw XML Appendix140 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0PAMELA A HALL
IRS990EZ/BooksInCareOfDetail/PhoneNum03096765007
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01624 NE GLEN OAK AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PEORIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd061603
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt073690
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0105232
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt030175
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt031542
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01214
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt073690
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0105232
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt032786
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02611
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt073690
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0105232
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt073690
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0105232
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Pamela A Hall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kristin Curan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Angie Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FACILLITATE THE FURTHERANCE AND EXPANSION OF CARDIAC SURGERY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION OF DONORS TO FACILITATE THE FURTHERANCE AND EXPANSION OF CARDIAC SURGERY
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01244
IRS990EZ/TotalRevenueAmt032786
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt030175
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt050100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt026349
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0106624
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0106624
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt030175
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt050100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt026349
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0106624
IRS990ScheduleA/TotalSupportAmt0106624
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHARITY FUND FEE $15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL FILING FEE $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAYPAL FEES $5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Angie Brown
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DALE GEISS CARDIAC SURGERY EDU FD
ReturnHeader/Filer/BusinessNameControlTxt0DALE
ReturnHeader/Filer/EIN0863697094
ReturnHeader/Filer/PhoneNum03093783545
ReturnHeader/Filer/USAddress/AddressLine1Txt01624 NE GLEN OAK AVE
ReturnHeader/Filer/USAddress/CityNm0PEORIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061603
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271360610
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Burdette & Sturgell PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 S Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Creve Coeur
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061610
ReturnHeader/PreparerPersonGrp/PhoneNum03096980326
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Matthew E Sturgell
ReturnHeader/ReturnTs02024-05-14T09:27:09-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Angie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Brown
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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