Bernard Daly Educational Fund

990PF • Fiscal year 2015 • EIN 93-6025466

Jun 01, 2014 to May 31, 2015 • Filed on Sep 09, 2015

Organization Profile

PO Box 351Lakeview, OR 97630

(541) 947-2196

Siviq Scores

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

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

-3.0%

Higher net margin than 34% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

-0.2%

Faster asset growth than 47% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

10.0%

Faster revenue growth than 66% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets28th percentile

Assets

Down

$4,848,249

Down $11,957 (-0.2%) from 2014

Net Assets

Down

$4,848,249

Down $11,957 (-0.2%) from 2014

Liabilities

Flat

Flat from 2014

Revenue And Expenses

Liabilities / Revenue28th percentile Net Margin34th percentile

Revenue

$395,891

Up $35,914 (+10.0%) from 2014

Expenses

$407,848

Up $27,487 (+7.2%) from 2014

Net Income

-$11,957

Up $8,427 (+41%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

Highlighted filing

2015

Assets$4,848,249

Liabilities$0

Net Assets$4,848,249

Open 2015 Filing

Operations Trend

Revenue Growth66th percentile

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

Highlighted filing

2015

Revenue$395,891

Expenses$407,848

Net Income-$11,957

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Jun 1, 2014 to May 31, 2015
Signed: Sep 9, 2015
Return Version: 2014v5.0

Compensation and Service Providers

Top Officer Pay41st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ALAN PARKS	Trustee	-	$0	-	-
MIKE SABIN	Vice Chairma	-	$0	-	-
DAVE VANDENBERG	Sec/Treas	-	$0	-	-
MELINDA HOWARD	Chairman	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Bernard Daly Educational Fund
EIN: 93-6025466
Phone: 5419472196
Address: PO BOX 351, LAKEVIEW, OR 97630

Signing Officer

Name: Dave Vandenberg
Title: Sec/treas
Phone: 5419472196
Signed: 2015-09-09

Preparer

Firm: Rusth Spires & Assoc Llp
Address: PO BOX 310, LAKEVIEW, OR 97630
Preparer: Robert a Gale
Phone: 5419472312

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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/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	DAVE VANDENBERG
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	620 NORTH 1ST STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt	0	PO BOX 351
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	LAKEVIEW
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	97630
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5419472196
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	BERNARD DALY EDUCATION FUND APPLICATION FOR SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	DAVE VANDENBERG
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	5419472196
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	PO BOX 351
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	LAKEVIEW
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	OR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	97630
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	341600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	SEE SCHEDULE 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt	0	SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	97630
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	341600
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	281625
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	281625
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	55648
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	33990
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	154100
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	64462
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	55648
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	33990
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	346087
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	64462
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	154100
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	89638
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	OUSLEY EDUCATIONAL TRUST FUND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	3201 CAMPUS DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	KLAMATH FALLS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	OR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	97601
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	50000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	437771
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	1	452934
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	COMPLEMENTARY STRATEGIES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	1	REAL ESTATE INVESTMENTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	2	ROUNDING
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	644692
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	1	536468
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	2	-1
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	723503
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	1	540893
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	BOND PREMIUM
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	DONATIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	586
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	426
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	160
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	4850
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	586
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	426
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	4850
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	3067
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	MISCELLANEOUS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	3067
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	45967
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	2400
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	SECRETARY FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	2400
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	45967
TaxesSchedule/TaxesDetail/Amt	0	4210
TaxesSchedule/TaxesDetail/CategoryTxt	0	INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	4210
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DAVE VANDENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	SEC/TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5419472196
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-09-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	BERNARD DALY EDUCATIONAL FUND
ReturnHeader/Filer/BusinessNameControlTxt	0	BERN
ReturnHeader/Filer/EIN	0	936025466
ReturnHeader/Filer/PhoneNum	0	5419472196
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 351
ReturnHeader/Filer/USAddress/CityNm	0	LAKEVIEW
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OR
ReturnHeader/Filer/USAddress/ZIPCd	0	97630
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	930922944
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	RUSTH SPIRES & ASSOC LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	PO BOX 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	LAKEVIEW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	97630
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5419472312
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2015-09-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	ROBERT A GALE
ReturnHeader/ReturnTs	0	2015-09-16T11:05:02-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2014-06-01
ReturnHeader/TaxPeriodEndDt	0	2015-05-31
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $4,848,249
Liabilities: $0
Net assets: $4,848,249
Revenue: $395,891
Expenses: $407,848
Net income: -$11,957

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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