Civic Intelligence

Nancy C and Dale Dougherty Foundation

990PF • Fiscal year 2018 • EIN 94-3347140

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 01, 2019

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

11th percentile

-38%

Higher net margin than 11% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

35th percentile

-2.2%

Faster asset growth than 35% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

10th percentile

-35%

Faster revenue growth than 10% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,772,051

Down $38,963 (-2.2%) from 2017

Net Assets

Down

$1,772,051

Down $38,963 (-2.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin11th percentile

Revenue

Down

$103,636

Down $56,208 (-35%) from 2017

Expenses

Down

$142,599

Down $71,197 (-33%) from 2017

Net Income

Up

-$38,963

Up $14,989 (+28%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,297,551Liabilities 2011: $02011Assets 2012: $2,055,464Liabilities 2012: $12012Assets 2013: $1,866,622Liabilities 2013: $0Net Assets 2013: $1,866,6222013Assets 2014: $1,866,033Liabilities 2014: $0Net Assets 2014: $1,866,0332014Assets 2015: $1,819,203Liabilities 2015: $0Net Assets 2015: $1,819,2032015Assets 2016: $1,864,966Liabilities 2016: $0Net Assets 2016: $1,864,9662016Assets 2017: $1,811,014Liabilities 2017: $0Net Assets 2017: $1,811,0142017Assets 2018: $1,772,051Liabilities 2018: $0Net Assets 2018: $1,772,0512018Assets 2019: $1,743,936Liabilities 2019: $0Net Assets 2019: $1,743,9362019Assets 2020: $1,819,571Liabilities 2020: $0Net Assets 2020: $1,819,5712020Assets 2021: $1,757,571Liabilities 2021: $0Net Assets 2021: $1,757,5712021Assets 2022: $1,719,444Liabilities 2022: $0Net Assets 2022: $1,719,4442022Assets 2023: $1,645,686Liabilities 2023: $0Net Assets 2023: $1,645,6862023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2018

Assets$1,772,051
Liabilities$0
Net Assets$1,772,051
Open 2018 Filing

Operations Trend

Revenue Growth10th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $113,956Expenses 2011: $294,948Net Income 2011: -$180,9922011Revenue 2012: $118,377Expenses 2012: $360,464Net Income 2012: -$242,0872012Revenue 2013: $199,631Expenses 2013: $388,473Net Income 2013: -$188,8422013Revenue 2014: $149,774Expenses 2014: $150,363Net Income 2014: -$5892014Revenue 2015: $100,811Expenses 2015: $147,641Net Income 2015: -$46,8302015Revenue 2016: $121,660Expenses 2016: $216,741Net Income 2016: -$95,0812016Revenue 2017: $159,844Expenses 2017: $213,796Net Income 2017: -$53,9522017Revenue 2018: $103,636Expenses 2018: $142,599Net Income 2018: -$38,9632018Revenue 2019: $128,430Expenses 2019: $156,545Net Income 2019: -$28,1152019Revenue 2020: $206,751Expenses 2020: $131,116Net Income 2020: $75,6352020Revenue 2021: $325,298Expenses 2021: $387,298Net Income 2021: -$62,0002021Revenue 2022: $117,906Expenses 2022: $156,033Net Income 2022: -$38,1272022Revenue 2023: $125,400Expenses 2023: $199,158Net Income 2023: -$73,7582023Revenue 2024: $938,663Expenses 2024: $359,505Net Income 2024: $579,1582024

Highlighted filing

2018

Revenue$103,636
Expenses$142,599
Net Income-$38,963
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 1, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dale DoughertySec / Treas-$0--
Nancy C DoughertyPres-$0--
Filing and Contact Details

Filer

Filer Name
Nancy C and Dale Dougherty Foundation
EIN
94-3347140
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Nancy C Dougherty
Title
president
Phone
8008391754
Signed
2019-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix343 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0198091377
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum08008391754
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Dale Dougherty
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Nancy C Dougherty
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt350000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Maker After School and Summer Education programs for youth grades 3-12
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Maker Education Initiative
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Maker Ed's Fund for a Training Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DIGITAL HARBOR FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1EQUAL JUSTICE INITIATIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2TIDES CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3TIDES CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01045 LIGHT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1122 COMMERCE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 29907
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 29907
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MONTGOMERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd136104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394129
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0115000
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/AppliedToCurrentYearAmt0112902
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0112902
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt085542
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt021999
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt017214
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0253575
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0253575
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0140725
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt015970
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt085542
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt021999
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt017214
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0128872
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015970
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0394300
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0378330
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt013812
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt013812
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt160
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011162
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011162
TaxesSchedule/TaxesDetail/Amt0800
TaxesSchedule/TaxesDetail/Amt11765
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2018
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Excise Tax for 2017
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY C DOUGHERTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Nancy C and Dale Dougherty Foundation
ReturnHeader/Filer/BusinessNameControlTxt0NANC
ReturnHeader/Filer/EIN0943347140
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08776116A3220F8F92B6869340FF540F084420A8B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00C5E5A4654C1C37B4810F575F1A1D05F0CA21AED
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId006391520193165000011
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.187.244.114
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02019-11-12T14:34:26-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,772,051
Liabilities
$0
Net assets
$1,772,051
Revenue
$103,636
Expenses
$142,599
Net income
-$38,963
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.94$0.36$0.58
2023Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.13$0.20$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.12$0.16$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.33$0.39$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.21$0.13$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.13$0.16$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.10$0.14$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.16$0.21$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.12$0.22$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.10$0.15$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.15$0.15$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.20$0.39$0.19
2012Summary only. Only limited summary data is available for this year.$2.06$0.00$0.12$0.36$0.24
2011Summary only. Only limited summary data is available for this year.$2.30$0.00$0.11$0.29$0.18