Civic Intelligence

Dailey Family Foundation

990PF • Fiscal year 2019 • EIN 88-0200147

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 30, 2019

Organization Profile
100 E Huntington DriveMonrovia, CA 91016

(626) 256-4900

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

4th percentile

-216%

Higher net margin than 4% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

19th percentile

-28%

Faster revenue growth than 19% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $40,024 (-100%) from 2018

Net Assets

Down

$0

Down $40,024 (-100%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin4th percentile

Revenue

Down

$18,532

Down $7,192 (-28%) from 2018

Expenses

Up

$58,556

Up $21,240 (+57%) from 2018

Net Income

Down

-$40,024

Down $28,432 (-245%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$300K$200K$100K$0Assets 2011: $223,967Liabilities 2011: $02011Assets 2012: $189,112Liabilities 2012: $0Net Assets 2012: $189,1122012Assets 2013: $145,350Liabilities 2013: $0Net Assets 2013: $145,3502013Assets 2014: $117,725Liabilities 2014: $0Net Assets 2014: $117,7252014Assets 2015: $89,223Liabilities 2015: $0Net Assets 2015: $89,2232015Assets 2016: $67,956Liabilities 2016: $1Net Assets 2016: $67,9552016Assets 2017: $51,617Liabilities 2017: $1Net Assets 2017: $51,6162017Assets 2018: $40,024Liabilities 2018: $0Net Assets 2018: $40,0242018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2019

Assets$0
Liabilities$0
Net Assets$0
Open 2019 Filing

Operations Trend

Revenue Growth19th percentile

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

$100K$50K$0-$50KRevenue 2011: $6,628Expenses 2011: $52,963Net Income 2011: -$46,3352011Expenses 2012: $57,5042012Expenses 2013: $56,1332013Revenue 2014: $18,475Expenses 2014: $46,100Net Income 2014: -$27,6252014Revenue 2015: $12,423Expenses 2015: $40,925Net Income 2015: -$28,5022015Revenue 2016: $15,278Expenses 2016: $36,546Net Income 2016: -$21,2682016Revenue 2017: $23,444Expenses 2017: $39,783Net Income 2017: -$16,3392017Revenue 2018: $25,724Expenses 2018: $37,316Net Income 2018: -$11,5922018Revenue 2019: $18,532Expenses 2019: $58,556Net Income 2019: -$40,0242019

Highlighted filing

2019

Revenue$18,532
Expenses$58,556
Net Income-$40,024
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 30, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter H Dailey JrTreasurer-$0--
Michael Ann EwingPresident-$0--
Filing and Contact Details

Filer

Filer Name
Dailey Family Foundation
EIN
88-0200147
Phone
6262564900
Address
100 E Huntington Drive, Monrovia, CA 91016

Signing Officer

Name
Michael Ann Ewing
Title
President
Signed
2019-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Skeehan & Company
Address
180 S Lake Ave Seventh Floor, Pasadena, CA 91101
Preparer
Joseph W Skeehan
Phone
6265859555
Raw XML Appendix320 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/FinalReturnInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Peter H Dailey Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Michael Ann Ewing
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Treasurer
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0c/o Lilly Lieu PO Box 1004
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Sierra Madre
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd191010
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050616
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt016927
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016577
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010827
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt016683
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt020010
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt020010
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0114553
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt053539
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt016927
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016577
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt010827
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt016683
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt053539
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt053539
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0134563
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt081024
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Woodburn & Wedge
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0636
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02545
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01909
LiquidationExplanationStmt/ExplanationTxt0The management of the foundation decided to terminate the operations.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Licenses & Permits
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Office Expense & Supply
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Postage and Delivery
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1490
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01375
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Tax Preparation Fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Tax Preparation Fee (TY2018 Estimated)
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0687
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt1750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0687
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1750
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0104
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1143
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt120
TaxesSchedule/TaxesDetail/Amt210
TaxesSchedule/TaxesDetail/Amt3104
TaxesSchedule/TaxesDetail/Amt4143
TaxesSchedule/TaxesDetail/CategoryTxt0Annual Registration
TaxesSchedule/TaxesDetail/CategoryTxt1FTB (TY2017)
TaxesSchedule/TaxesDetail/CategoryTxt2FTB (TY2018)
TaxesSchedule/TaxesDetail/CategoryTxt3IRS
TaxesSchedule/TaxesDetail/CategoryTxt4IRS (TY2018)
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Ann Ewing
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Dailey Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0DAIL
ReturnHeader/Filer/EIN0880200147
ReturnHeader/Filer/PhoneNum06262564900
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 E Huntington Drive
ReturnHeader/Filer/USAddress/CityNm0Monrovia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091016
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954023565
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Skeehan & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0180 S Lake Ave Seventh Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pasadena
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091101
ReturnHeader/PreparerPersonGrp/PhoneNum06265859555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph W Skeehan
ReturnHeader/ReturnTs02019-09-30T18:30:52-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$18,532
Expenses
$58,556
Net income
-$40,024
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.19$0.59$0.40
2018Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.26$0.37$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.23$0.40$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.15$0.37$0.21
2015Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.12$0.41$0.29
2014Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.18$0.46$0.28
2013Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.56
2012Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.58
2011Summary only. Only limited summary data is available for this year.$2.24$0.00$0.07$0.53$0.46