Civic Intelligence

Bernard Daly Educational Fund

990PF • Fiscal year 2012 • EIN 93-6025466

Jun 01, 2011 to May 31, 2012 • Filed on Aug 21, 2012

Organization Profile
PO Box 35197630
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2012 filings • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets19th percentile

Assets

$5,117,497

No earlier filing loaded for comparison.

Net Assets

$5,117,497

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$346,826

No earlier filing loaded for comparison.

Net Income

-

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.

$6.0M$4.0M$2.0M$0Assets 2012: $5,117,497Liabilities 2012: $0Net Assets 2012: $5,117,4972012Assets 2013: $4,880,590Liabilities 2013: $0Net Assets 2013: $4,880,5902013Assets 2014: $4,860,206Liabilities 2014: $0Net Assets 2014: $4,860,2062014Assets 2015: $4,848,249Liabilities 2015: $0Net Assets 2015: $4,848,2492015Assets 2016: $4,606,505Liabilities 2016: $0Net Assets 2016: $4,606,5052016Assets 2017: $4,618,384Liabilities 2017: $0Net Assets 2017: $4,618,3842017Assets 2018: $4,525,695Liabilities 2018: $0Net Assets 2018: $4,525,6952018Assets 2019: $4,417,573Liabilities 2019: $0Net Assets 2019: $4,417,5732019Assets 2020: $4,433,637Liabilities 2020: $0Net Assets 2020: $4,433,6372020Assets 2021: $4,369,839Liabilities 2021: $0Net Assets 2021: $4,369,8392021Assets 2022: $5,647,875Liabilities 2022: $0Net Assets 2022: $5,647,8752022Assets 2023: $5,437,163Liabilities 2023: $0Net Assets 2023: $5,437,1632023Assets 2024: $5,443,319Liabilities 2024: $0Net Assets 2024: $5,443,3192024

Highlighted filing

2012

Assets$5,117,497
Liabilities$0
Net Assets$5,117,497
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2012: $346,8262012Expenses 2013: $426,1502013Revenue 2014: $359,977Expenses 2014: $380,361Net Income 2014: -$20,3842014Revenue 2015: $395,891Expenses 2015: $407,848Net Income 2015: -$11,9572015Revenue 2016: $160,296Expenses 2016: $402,040Net Income 2016: -$241,7442016Revenue 2017: $388,202Expenses 2017: $376,323Net Income 2017: $11,8792017Revenue 2018: $306,166Expenses 2018: $398,855Net Income 2018: -$92,6892018Revenue 2019: $291,424Expenses 2019: $399,546Net Income 2019: -$108,1222019Revenue 2020: $344,422Expenses 2020: $328,358Net Income 2020: $16,0642020Revenue 2021: $272,457Expenses 2021: $336,254Net Income 2021: -$63,7972021Revenue 2022: $1,681,950Expenses 2022: $403,914Net Income 2022: $1,278,0362022Revenue 2023: $166,028Expenses 2023: $376,740Net Income 2023: -$210,7122023Revenue 2024: $350,032Expenses 2024: $337,279Net Income 2024: $12,7532024

Highlighted filing

2012

Revenue-
Expenses$346,826
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2011 to May 31, 2012
Signed
Aug 21, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN PARKSChairman-$0--
MIKE SABINTrustee-$0--
JAMES C LYNCHSec/Treas-$0--
MELINDA HOWARDVice Chairma-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EDUCATIONNONESEE SCHEDULE, OR, US$297,600
Filing and Contact Details

Filer

EIN
93-6025466
Raw XML Appendix335 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ALAN PARKS
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JAMES C LYNCH
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SEC/TREAS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3VICE CHAIRMA
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0SEE SCHEDULE 3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10SEE SCHEDULE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine20SEE SCHEDULE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SEE SCHEDULE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode097630
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0297600
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0206320
IRS990PF/UndistributedIncome/AppliedToYear1095469
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0277726
IRS990PF/UndistributedIncome/QualifyingDistributions0301789
IRS990PF/UndistributedIncome/UndistributedIncomeCY071406
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear095469
OtherAssetsSchedule/OtherAssets/BOYBookValue0788520
OtherAssetsSchedule/OtherAssets/BOYBookValue1446536
OtherAssetsSchedule/OtherAssets/Description0ALTERNATIVE INVESTMENTS
OtherAssetsSchedule/OtherAssets/Description1REAL ESTATE INVESTMENTS
OtherAssetsSchedule/OtherAssets/EOYBookValue0635991
OtherAssetsSchedule/OtherAssets/EOYBookValue1490974
OtherAssetsSchedule/OtherAssets/EOYFMV0611672
OtherAssetsSchedule/OtherAssets/EOYFMV1558348
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1BOND PREMIUM
OtherExpensesSchedule/OtherExpenses/Description2FILING FEES
OtherExpensesSchedule/OtherExpenses/Description3OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0631
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1458
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0160
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0160
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1631
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2458
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome02828
OtherIncomeSchedule2/OtherIncome/Description0MISCELLANEOUS
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks02828
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount036793
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount12100
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1SECRETARY FEE
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps02100
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome036793
TaxesSchedule/Taxes/Amount02374
TaxesSchedule/Taxes/Category0INCOME
TaxesSchedule/Taxes/NetInvestmentIncome02374
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0936025466
ReturnHeader/Filer/Name/BusinessNameLine10BERNARD DALY EDUCATIONAL FUND
ReturnHeader/Filer/NameControl0BERN
ReturnHeader/Filer/Phone05419472196
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 351
ReturnHeader/Filer/USAddress/City0LAKEVIEW
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097630
ReturnHeader/Officer/DateSigned02012-08-21
ReturnHeader/Officer/Name0JIM LYNCH
ReturnHeader/Officer/Phone05419472196
ReturnHeader/Officer/Title0SEC/TREAS
ReturnHeader/Preparer/DatePrepared02012-08-24
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10RUSTH SPIRES & PULLEY LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 310
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LAKEVIEW
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode097630
ReturnHeader/Preparer/Name0ROBERT A GALE
ReturnHeader/Preparer/Phone05419472312
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-06-01
ReturnHeader/TaxPeriodEndDate02012-05-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-08-24T10:24:30-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,117,497
Liabilities
$0
Net assets
$5,117,497
Revenue
-
Expenses
$346,826
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.44$0.00$5.44$0.35$0.34$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.44$0.00$5.44$0.17$0.38$0.21
2022Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$1.68$0.40$1.28
2021Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.27$0.34$0.06
2020Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.34$0.33$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.42$0.00$4.42$0.29$0.40$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.53$0.00$4.53$0.31$0.40$0.09
2017Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.39$0.38$0.01
2016Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.16$0.40$0.24
2015Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$0.40$0.41$0.01
2014Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.36$0.38$0.02
2013Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.43
2012Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.35