Civic Intelligence

Bernard Daly Educational Fund

990PF • Fiscal year 2017 • EIN 93-6025466

Jun 01, 2016 to May 31, 2017 • Filed on Oct 10, 2017

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

49th percentile

3.1%

Higher net margin than 49% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

40th percentile

0.3%

Faster asset growth than 40% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

142%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$4,618,384

Up $11,879 (+0.3%) from 2016

Net Assets

Up

$4,618,384

Up $11,879 (+0.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin49th percentile

Revenue

Up

$388,202

Up $227,906 (+142%) from 2016

Expenses

Down

$376,323

Down $25,717 (-6.4%) from 2016

Net Income

Up

$11,879

Up $253,623 (+105%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2017

Assets$4,618,384
Liabilities$0
Net Assets$4,618,384
Open 2017 Filing

Operations Trend

Revenue Growth92nd 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

2017

Revenue$388,202
Expenses$376,323
Net Income$11,879
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Oct 10, 2017
Return Version
2016v3.0
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
2017-10-10

Preparer

Firm
Wise & Co Llp
Address
PO BOX 310, LAKEVIEW, OR 97630-0012
Preparer
Robert a Gale
Phone
5419472312
Raw XML Appendix363 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/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/Amt0316400
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/TotalGrantOrContriPdDurYrAmt0316400
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/AppliedToCurrentYearAmt0266200
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0266200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt064298
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt064462
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt055648
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt033990
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0273535
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt055137
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt064298
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt064462
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt055648
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt033990
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0321337
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt055137
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0273535
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0218398
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/TotalContributionsAmt0100000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0518211
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1415265
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt2-2
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0COMPLEMENTARY STRATEGIES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1REAL ESTATE INVESTMENTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2ROUNDING
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0530987
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1457662
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2-1
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0616000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1520827
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BOND PREMIUM
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0536
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1851
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1536
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2851
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0640
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0640
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt046744
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12400
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1SECRETARY FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02400
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt046744
TaxesSchedule/TaxesDetail/Amt0606
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0606
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVE VANDENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SEC/TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum05419472196
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-10
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0CA0175F2A4D9EB58E4DC1CC77ED60BED7DEBA26D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07C2C056F5436F7C727DD146B255849DBEA81244D
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0815001265
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WISE & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKEVIEW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0976300012
ReturnHeader/PreparerPersonGrp/PhoneNum05419472312
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT A GALE
ReturnHeader/ReturnTs02017-10-10T14:08:05-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,618,384
Liabilities
$0
Net assets
$4,618,384
Revenue
$388,202
Expenses
$376,323
Net income
$11,879
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