Civic Intelligence

Bernard Daly Educational Fund

990PF • Fiscal year 2013 • EIN 93-6025466

Jun 01, 2012 to May 31, 2013 • Filed on Aug 28, 2013

Organization Profile
PO Box 35197630
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

19th percentile

-4.6%

Faster asset growth than 19% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$4,880,590

Down $236,907 (-4.6%) from 2012

Net Assets

Down

$4,880,590

Down $236,907 (-4.6%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$426,150

Up $79,324 (+23%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

2013

Assets$4,880,590
Liabilities$0
Net Assets$4,880,590
Open 2013 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

2013

Revenue-
Expenses$426,150
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2012 to May 31, 2013
Signed
Aug 28, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN PARKSChairman-$0--
MIKE SABINTrustee-$0--
DAVE VANDENBERGSec/Treas-$0--
MELINDA HOWARDVice Chairma-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EDUCATIONNONESEE SCHEDULE, OR, US$377,000
Filing and Contact Details

Filer

EIN
93-6025466
Raw XML Appendix344 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/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0OR
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode097630
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0377000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0NONE
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/TotGrantOrContriPaidDuringYear0377000
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/AppliedToCurrentYear0276237
IRS990PF/UndistributedIncome/AppliedToYear1071406
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0276237
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear033990
IRS990PF/UndistributedIncome/ExcessFromCurrentYear033990
IRS990PF/UndistributedIncome/QualifyingDistributions0381633
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus033990
IRS990PF/UndistributedIncome/TotalCorpus033990
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear071406
OtherAssetsSchedule/OtherAssets/BOYBookValue0635991
OtherAssetsSchedule/OtherAssets/BOYBookValue1490974
OtherAssetsSchedule/OtherAssets/Description0COMPLEMENTARY STRATEGIES
OtherAssetsSchedule/OtherAssets/Description1REAL ESTATE INVESTMENTS
OtherAssetsSchedule/OtherAssets/EOYBookValue0591765
OtherAssetsSchedule/OtherAssets/EOYBookValue1479369
OtherAssetsSchedule/OtherAssets/EOYFMV0606061
OtherAssetsSchedule/OtherAssets/EOYFMV1539664
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1BOND PREMIUM
OtherExpensesSchedule/OtherExpenses/Description2FILING FEES
OtherExpensesSchedule/OtherExpenses/Description3OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0587
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1621
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0160
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0160
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1587
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2621
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome06965
OtherIncomeSchedule2/OtherIncome/Description0MISCELLANEOUS
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks06965
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount036472
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount12400
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1SECRETARY FEE
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps02400
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome036472
TaxesSchedule/Taxes/Amount02185
TaxesSchedule/Taxes/Category0INCOME
TaxesSchedule/Taxes/NetInvestmentIncome02185
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/DateSigned02013-08-28
ReturnHeader/Officer/Name0DAVE VANDENBERG
ReturnHeader/Officer/Phone05419472196
ReturnHeader/Officer/Title0SEC/TREAS
ReturnHeader/Preparer/DatePrepared02013-08-28
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/TaxPeriodBeginDate02012-06-01
ReturnHeader/TaxPeriodEndDate02013-05-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-28T13:23:09-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,880,590
Liabilities
$0
Net assets
$4,880,590
Revenue
-
Expenses
$426,150
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