Civic Intelligence

Staley Charitable Foundation

990PF • Fiscal year 2015 • EIN 88-0324391

Jan 01, 2015 to Dec 31, 2015 • Filed on May 11, 2016

10324 Dolphin LaneIndianapolis, IN 46256

(317) 288-7582

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

2nd percentile

-959%

Higher net margin than 2% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

22nd percentile

-15%

Faster asset growth than 22% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-89%

Faster revenue growth than 3% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$164,161

Down $28,178 (-15%) from 2014

Net Assets

$164,161

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2014

Revenue

Down

$2,937

Down $23,935 (-89%) from 2014

Expenses

Down

$31,115

Down $13,505 (-30%) from 2014

Net Income

Down

-$28,178

Down $10,430 (-59%) from 2014

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $207,282Liabilities 2011: $02011Assets 2012: $284,234Liabilities 2012: $4,3762012Assets 2013: $209,911Liabilities 2013: $02013Assets 2014: $192,339Liabilities 2014: $02014Assets 2015: $164,161Liabilities 2015: $1Net Assets 2015: $164,1612015Assets 2016: $149,697Liabilities 2016: $0Net Assets 2016: $149,6972016Assets 2017: $136,309Liabilities 2017: $0Net Assets 2017: $136,3092017Assets 2018: $131,885Liabilities 2018: $0Net Assets 2018: $131,8852018Assets 2019: $133,760Liabilities 2019: $0Net Assets 2019: $133,7602019Assets 2020: $121,568Liabilities 2020: $0Net Assets 2020: $121,5682020Assets 2021: $201,026Liabilities 2021: $0Net Assets 2021: $201,0262021Assets 2022: $316,561Liabilities 2022: $0Net Assets 2022: $316,5612022Assets 2023: $108,426Liabilities 2023: $0Net Assets 2023: $370,5802023Assets 2024: $283,152Liabilities 2024: $0Net Assets 2024: $283,1522024

Highlighted filing

2015

Assets$164,161
Liabilities$1
Net Assets$164,161

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $7,486Expenses 2011: $29,564Net Income 2011: -$22,0782011Revenue 2012: $14,097Expenses 2012: $54,175Net Income 2012: -$40,0782012Revenue 2013: $1,915Expenses 2013: $76,238Net Income 2013: -$74,3232013Revenue 2014: $26,872Expenses 2014: $44,620Net Income 2014: -$17,7482014Revenue 2015: $2,937Expenses 2015: $31,115Net Income 2015: -$28,1782015Revenue 2016: $5,872Expenses 2016: $20,336Net Income 2016: -$14,4642016Revenue 2017: $7,976Expenses 2017: $21,364Net Income 2017: -$13,3882017Revenue 2018: $4,463Expenses 2018: $8,887Net Income 2018: -$4,4242018Revenue 2019: $11,644Expenses 2019: $9,769Net Income 2019: $1,8752019Revenue 2020: $14,055Expenses 2020: $16,247Net Income 2020: -$2,1922020Revenue 2021: $134,696Expenses 2021: $55,238Net Income 2021: $79,4582021Revenue 2022: $187,669Expenses 2022: $72,134Net Income 2022: $115,5352022Revenue 2023: $11,925Expenses 2023: $56,736Net Income 2023: -$44,8112023Revenue 2024: $74,153Expenses 2024: $53,169Net Income 2024: $20,9842024

Highlighted filing

2015

Revenue$2,937
Expenses$31,115
Net Income-$28,178
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 11, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michelle StaleyPresident-$0--
Andrea EldonDirector-$0--
Dorie TallmanDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Staley Charitable Foundation
EIN
88-0324391
Address
10324 Dolphin Lane, Indianapolis, IN 46256

Signing Officer

Name
Michelle Staley
Title
President
Signed
2016-05-11
Discuss with paid preparer
Yes

Preparer

Firm
FORUM Private Client Group LLC
Address
PO Box 50738 11313 USA Parkway, Indianapolis, IN 46250
Preparer
Michael A Peterson CPA
Phone
3175586385
Raw XML Appendix315 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31575 Dr Martin Luther King Jr St
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5262 Danny Thomas Place
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt633 W 10th Street Ste 600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7705 Riley Hospital Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8205 E New York St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91721 Pleasant St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1028 W 12th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Indianapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Anderson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Bayside
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Indianapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Indianapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Memphis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Anderson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Indianapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Indianapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Noblesville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Anderson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd046208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd146016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd211361
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd346202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd446226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd538105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd646016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd746202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd846204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd946060
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1046016
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt028100
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/AppliedToCurrentYearAmt011178
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011178
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt033319
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt058413
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0108654
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt016922
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt033319
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt058413
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt016922
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0108654
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt091732
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Nevada filing fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Tax penalties/interest-prior years
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1547
TaxesSchedule/TaxesDetail/Amt027
TaxesSchedule/TaxesDetail/Amt136
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign tax paid
TaxesSchedule/TaxesDetail/CategoryTxt1Investment income excise tax
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michelle Staley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Staley Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0STAL
ReturnHeader/Filer/EIN0880324391
ReturnHeader/Filer/USAddress/AddressLine1Txt010324 Dolphin Lane
ReturnHeader/Filer/USAddress/CityNm0Indianapolis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046256
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORUM Private Client Group LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 50738 11313 USA Parkway
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Indianapolis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046250
ReturnHeader/PreparerPersonGrp/PhoneNum03175586385
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael A Peterson CPA
ReturnHeader/ReturnTs02016-05-11T03:01:17-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.74$0.53$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.08$0.00$3.71$0.12$0.57$0.45
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.00$3.17$1.88$0.72$1.16
2021Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$1.35$0.55$0.79
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$0.14$0.16$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.12$0.10$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.00$1.32$0.04$0.09$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.08$0.21$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.00$1.50$0.06$0.20$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.03$0.31$0.28
2014Summary only. Only limited summary data is available for this year.$1.92$0.00$0.27$0.45$0.18
2013Summary only. Only limited summary data is available for this year.$2.10$0.00$0.02$0.76$0.74
2012Summary only. Only limited summary data is available for this year.$2.84$0.04$0.14$0.54$0.40
2011Summary only. Only limited summary data is available for this year.$2.07$0.00$0.07$0.30$0.22