Civic Intelligence

Bernard Daly Educational Fund

990PF • Fiscal year 2016 • EIN 93-6025466

Jun 01, 2015 to May 31, 2016 • Filed on Sep 21, 2016

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.

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

5th percentile

-151%

Higher net margin than 5% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

21st percentile

-5.0%

Faster asset growth than 21% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

6th percentile

-60%

Faster revenue growth than 6% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$4,606,505

Down $241,744 (-5.0%) from 2015

Net Assets

Down

$4,606,505

Down $241,744 (-5.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin5th percentile

Revenue

Down

$160,296

Down $235,595 (-60%) from 2015

Expenses

Down

$402,040

Down $5,808 (-1.4%) from 2015

Net Income

Down

-$241,744

Down $229,787 (-1922%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2016

Assets$4,606,505
Liabilities$0
Net Assets$4,606,505
Open 2016 Filing

Operations Trend

Revenue Growth6th percentile

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

2016

Revenue$160,296
Expenses$402,040
Net Income-$241,744
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Sep 21, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN PARKSTrustee-$0--
MIKE SABINChairman-$0--
DAVE VANDENBERGSec/Treas-$0--
ANN TRACYVice Chairma-$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
2016-09-21

Preparer

Firm
Rusth Spires & Assoc Llp
Address
PO BOX 310, LAKEVIEW, OR 97630-0012
Preparer
Robert a Gale
Phone
5419472312
Raw XML Appendix360 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt04500
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01125
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03375
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt01078243
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt01078423
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01804494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02508428
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STOCK
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0416888
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0420996
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt086557
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-10163
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt032573
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0MISCELLANEOUS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt01329
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0110296
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0110296
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01125
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03375
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0120459
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0338800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0338800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt086557
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt086557
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt086557
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-241744
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01442372
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt032573
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt032573
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt032573
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-10163
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt060627
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01212
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0160
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01372
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt01329
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01329
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt02400
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt046638
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt049038
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05621
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05621
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0120459
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0343537
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt058503
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0402040
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0119130
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0160296
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04737
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt058503
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt063240
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt02709
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02709
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0198911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11253624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-12220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-13779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt215836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-12220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-13779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt215836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0186691
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11239845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt215836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLIC TRADED SECURTIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICE TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DISRTIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-10163
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-241744
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04606505
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04848249
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04606505
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0279239
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0279239
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0279239
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0279845
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0606
IRS990PF/DistributableAmountGrp/TotalTaxAmt0606
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0640
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05640
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0606
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05034
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt04394
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0606
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0606
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05640
IRS990PF/FMVAssetsEOYAmt05463187
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01131045
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01078243
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01078423
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01802270
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01804494
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02508428
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01181159
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0933474
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01081934
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt04240
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt05640
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt05640
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0270296
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0367766
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0367766
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04848249
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04606505
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05463187
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04848249
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04606505
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04848249
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04606505
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt04848249
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt04606505
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0459239
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0416888
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0420996
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05682137
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0325363
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05353777
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt085232
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02997
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0279845
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05596905
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05682137
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALAN PARKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MIKE SABIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DAVE VANDENBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ANN TRACY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SEC/TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE CHAIRMA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt059234 FT ROCK RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1733 N 1STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2620 N 1STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt323130 HWY 395
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SILVER LAKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LAKEVIEW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LAKEVEIW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3LAKEVIEW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd097638
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd197630
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd297630
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd397630
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0339503
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0340109
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0346087
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0332294
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0380255
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0301789
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0340782
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.060659
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.060242
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.059157
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.068486
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.053908
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.061503
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0606
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05596905
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05744923
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05617122
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt05552308
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt05598227
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05540862
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0343537
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.303296
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0342931
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0343537
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0606
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0343537
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DAVE VANDENBERG
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0620 NORTH 1ST STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0PO BOX 351
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LAKEVIEW
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd097630
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05419472196
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0BERNARD DALY EDUCATION FUND APPLICATION FOR SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DAVE VANDENBERG
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05419472196
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 351
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LAKEVIEW
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd097630
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0338800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE SCHEDULE 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097630
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0338800
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/AppliedToCurrentYearAmt0279239
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0279239
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt064462
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt055648
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt033990
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0218398
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt064298
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt064462
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt055648
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt033990
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0343537
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt064298
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0218398
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0154100
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0OUSLEY EDUCATIONAL TRUST FUND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03201 CAMPUS DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0KLAMATH FALLS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd097601
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt050000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0644692
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1536468
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt2-1
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0COMPLEMENTARY STRATEGIES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1REAL ESTATE INVESTMENTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2ROUNDING
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0518211
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1415265
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2-2
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0581566
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1500368
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BOND PREMIUM
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0585
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1627
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1585
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2627
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01329
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01329
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt046638
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12400
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1SECRETARY FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02400
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt046638
TaxesSchedule/TaxesDetail/Amt05621
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05621
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVE VANDENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SEC/TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum05419472196
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERNARD DALY EDUCATIONAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0BERN
ReturnHeader/Filer/EIN0936025466
ReturnHeader/Filer/PhoneNum05419472196
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 351
ReturnHeader/Filer/USAddress/CityNm0LAKEVIEW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097630
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930922944
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RUSTH SPIRES & ASSOC LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKEVIEW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0976300012
ReturnHeader/PreparerPersonGrp/PhoneNum05419472312
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT A GALE
ReturnHeader/ReturnTs02016-09-21T17:47:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,606,505
Liabilities
$0
Net assets
$4,606,505
Revenue
$160,296
Expenses
$402,040
Net income
-$241,744
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • $1M-$5M nonprofits