Civic Intelligence

The Doyle Foundation Inc.

990PF • Fiscal year 2023 • EIN 88-0372802

Sep 01, 2022 to Aug 31, 2023 • Filed on Jul 08, 2024

Organization Profile
1001 Avenida Pico C-619San Clemente, CA 92673

(775) 842-6250

Siviq Scores

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

Liabilities / Assets

34th percentile

0.04x

Higher debt load relative to assets than 34% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.63x

Higher debt load relative to revenue than 66% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

31st percentile

$178,970

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2023 filings • $50M-$100M nonprofits • Source year 2023

Asset Growth

16th percentile

-3.5%

Faster asset growth than 16% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

74th percentile

19%

Faster revenue growth than 74% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$57,929,891

Down $2,089,104 (-3.5%) from 2022

Net Assets

Down

$55,324,204

Down $1,888,855 (-3.3%) from 2022

Liabilities

Down

$2,605,687

Down $200,249 (-7.1%) from 2022

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin21st percentile

Revenue

Up

$4,112,070

Up $659,321 (+19%) from 2022

Expenses

Down

$4,632,453

Down $34,268 (-0.7%) from 2022

Net Income

Up

-$520,383

Up $693,589 (+57%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$80M$60M$40M$20M$0Assets 2010: $66,499,004Liabilities 2010: $919,866Net Assets 2010: $65,579,1382010Assets 2011: $65,432,836Liabilities 2011: $897,451Net Assets 2011: $64,535,3852011Assets 2012: $66,625,857Liabilities 2012: $902,148Net Assets 2012: $65,723,7092012Assets 2013: $62,800,695Liabilities 2013: $1,063,841Net Assets 2013: $61,736,8542013Assets 2014: $65,906,976Liabilities 2014: $1,077,705Net Assets 2014: $64,829,2712014Assets 2015: $64,913,343Liabilities 2015: $1,215,748Net Assets 2015: $63,697,5952015Assets 2016: $69,347,645Liabilities 2016: $4,060,653Net Assets 2016: $65,286,9922016Assets 2017: $68,197,087Liabilities 2017: $3,922,786Net Assets 2017: $64,274,3012017Assets 2019: $67,455,604Liabilities 2019: $4,013,151Net Assets 2019: $63,442,4532019Assets 2020: $65,728,501Liabilities 2020: $3,951,810Net Assets 2020: $61,776,6912020Assets 2021: $66,072,750Liabilities 2021: $2,947,023Net Assets 2021: $63,125,7272021Assets 2022: $60,018,995Liabilities 2022: $2,805,936Net Assets 2022: $57,213,0592022Assets 2023: $57,929,891Liabilities 2023: $2,605,687Net Assets 2023: $55,324,2042023Assets 2024: $59,754,564Liabilities 2024: $2,314,895Net Assets 2024: $57,439,6692024Assets 2025: $59,508,298Liabilities 2025: $1,972,449Net Assets 2025: $57,535,8492025

Highlighted filing

2023

Assets$57,929,891
Liabilities$2,605,687
Net Assets$55,324,204
Open 2023 Filing

Operations Trend

Revenue Growth74th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $4,880,4002010Expenses 2011: $4,970,4372011Expenses 2012: $5,371,2632012Expenses 2013: $5,298,1512013Revenue 2014: $4,128,552Expenses 2014: $4,614,161Net Income 2014: -$485,6092014Revenue 2015: $4,165,826Expenses 2015: $5,728,936Net Income 2015: -$1,563,1102015Revenue 2016: $3,958,892Expenses 2016: $4,573,370Net Income 2016: -$614,4782016Revenue 2017: $3,927,705Expenses 2017: $4,672,124Net Income 2017: -$744,4192017Revenue 2019: $4,409,129Expenses 2019: $5,666,684Net Income 2019: -$1,257,5552019Revenue 2020: $4,429,155Expenses 2020: $6,120,112Net Income 2020: -$1,690,9572020Revenue 2021: $3,851,528Expenses 2021: $4,404,199Net Income 2021: -$552,6712021Revenue 2022: $3,452,749Expenses 2022: $4,666,721Net Income 2022: -$1,213,9722022Revenue 2023: $4,112,070Expenses 2023: $4,632,453Net Income 2023: -$520,3832023Revenue 2024: $4,229,864Expenses 2024: $4,453,375Net Income 2024: -$223,5112024Revenue 2025: $4,337,734Expenses 2025: $4,031,011Net Income 2025: $306,7232025

Highlighted filing

2023

Revenue$4,112,070
Expenses$4,632,453
Net Income-$520,383
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jul 8, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MOLLY BROWNSecretary/Operations ManagFT$178,970-$178,970
DAVID BOURKETreasurerPT$47,000-$47,000
DOUG DOYLEPresident-$3,000-$3,000
F PATRICK DOYLEVice President-$3,000-$3,000
NANCY DOYLEDirector-$3,000-$3,000
DR JOHN STORCHDirector-$3,000-$3,000
PAT HIGADirector-$3,000-$3,000
PATRICIA SNYDERDirector-$3,000-$3,000
SIOBHAN NEWMANDirector-$3,000-$3,000
KATHLEEN MACKINNONDirector-$3,000-$3,000
Filing and Contact Details

Filer

Filer Name
The Doyle Foundation Inc
EIN
88-0372802
Phone
7758426250
Address
1001 AVENIDA PICO C-619, SAN CLEMENTE, CA 92673

Signing Officer

Name
David Bourke
Title
Treasurer
Phone
7758426250
Signed
2024-07-08
Discuss with paid preparer
Yes

Preparer

Firm
Albright & Associates Ltd
Address
1025 RIDGEVIEW DRIVE SUITE 300, RENO, NV 89519
Preparer
Travis D Clark
Phone
7758265432
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6827841
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7026113
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt71158735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt72416028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt73283712
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt74261351
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AT&T INC. 6,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1DOW INC. 4,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2PPL CORP. 8,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ROYAL DUTCH SHELL PLC. 3,100 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4UNITED AIRLINES HOLDINGS INC. 1,945 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5WAL-MART DE MEXICO 9,138 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMERICAN INTL GROUP INC. 15,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ASSOCIATED BANC CORP. 10,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ASSOCIATED BANC CORP SUB. 10,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BANK AMERICA CORP. 250 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BANK OF AMERICA CORP. 4,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BRIGHTHOUSE FINANCIAL INC. 12,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BRUNSWICK CORP. 14,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CMS ENERGY CORP. 10,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CMS ENERGY CORP. 10,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CADENCE BANK 10,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CITIGROUP INC. 250,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CONNECTONE BANCORP INC. 5,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18DISCOVER FINL SVCS 200,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19DUKE ENERGY CORP. 8,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20ENTERPRISE FINL SERVICES 12,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21EQUITABLE HLDGS INC. 8,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22FIFTH THIRD BANCORP 250,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23FIRST HORIZON CORP. 10,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24FIRST REPUBLIC BANK 4,048 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25FORD MOTOR CO. 4,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26FORD MOTOR CO. 4,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27FORD MOTOR CO. 7,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28GLADSTONE COMMERCIAL CORP. 8,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29HEARTLAND FINL USA INC. 12,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30JPMORGAN CHASE & CO. 250,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31KEYCORP H 5,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32KEYCORP D 250,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33NEW YORK CMNTY 5,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34NISOURCE INC 8,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35PNC FINL SVCS GRP INC. 200,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36PS BUSINESS PARKS INC. 10,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37PEBBLEBROOK HOTEL 10,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38PINNACLE FINL PRTNRS 10,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39REGIONS FINL CORP. 8,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40SVB FINL GRP. 13,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41SAUL CENTERS INC. 12,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42SEMPRA 20,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43SIGNATURE BANK 11,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44STATE STREET CORP. 48,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45STIFEL FINANCIAL CORP. 14,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46SYNOVUS FINANCIAL CORP. 14,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47US BANCORP A 500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48US BANCORP J 250,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49WELLS FARGO & COMPANY 330 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50WESBANCO INC. 5,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51ZIONS BANCORP 250,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52ALSTATE CORP 225 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53ALPHABET INC. 600 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54AMGEN INC. 300 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55BEACON ROOFING SUPPLY INC. 1,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56BERKSHIRE HATHAWAY INC. 1,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57CONSTELLATION BRANDS INC. 340 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58IRON MOUNTAIN INC. 2,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59LAMB WESTON HLDGS INC. 1,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MERCK & COMPANY INC. 1,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MICROSOFT CORP. 400 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MONSTER BEVERAGE CORP. 600 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63ONEOK INC. 2,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64PEPSICO INC. 350 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65REALTY INCOME CORP. 1,150 SHARES

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Filings

Displayed year

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

Open filing
Assets
$57,929,891
Liabilities
$2,605,687
Net assets
$55,324,204
Revenue
$4,112,070
Expenses
$4,632,453
Net income
-$520,383
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$59.5$1.97$57.5$4.34$4.03$0.31
2024Detailed filing. Detailed filing data is available for this year.$59.8$2.31$57.4$4.23$4.45$0.22
2023Detailed filing. Detailed filing data is available for this year.$57.9$2.61$55.3$4.11$4.63$0.52
2022Detailed filing. Detailed filing data is available for this year.$60.0$2.81$57.2$3.45$4.67$1.21
2021Detailed filing. Detailed filing data is available for this year.$66.1$2.95$63.1$3.85$4.40$0.55
2020Detailed filing. Detailed filing data is available for this year.$65.7$3.95$61.8$4.43$6.12$1.69
2019Detailed filing. Detailed filing data is available for this year.$67.5$4.01$63.4$4.41$5.67$1.26
2017Detailed filing. Detailed filing data is available for this year.$68.2$3.92$64.3$3.93$4.67$0.74
2016Detailed filing. Detailed filing data is available for this year.$69.3$4.06$65.3$3.96$4.57$0.61
2015Detailed filing. Detailed filing data is available for this year.$64.9$1.22$63.7$4.17$5.73$1.56
2014Detailed filing. Detailed filing data is available for this year.$65.9$1.08$64.8$4.13$4.61$0.49
2013Detailed filing. Detailed filing data is available for this year.$62.8$1.06$61.7$5.30
2012Detailed filing. Detailed filing data is available for this year.$66.6$0.90$65.7$5.37
2011Detailed filing. Detailed filing data is available for this year.$65.4$0.90$64.5$4.97
2010Detailed filing. Detailed filing data is available for this year.$66.5$0.92$65.6$4.88