Civic Intelligence

Nancy C and Dale Dougherty Foundation

990PF • Fiscal year 2019 • EIN 94-3347140

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 06, 2020

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

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

18th percentile

-22%

Higher net margin than 18% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

32nd percentile

-1.6%

Faster asset growth than 32% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

77th percentile

24%

Faster revenue growth than 77% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,743,936

Down $28,115 (-1.6%) from 2018

Net Assets

Down

$1,743,936

Down $28,115 (-1.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin18th percentile

Revenue

Up

$128,430

Up $24,794 (+24%) from 2018

Expenses

Up

$156,545

Up $13,946 (+9.8%) from 2018

Net Income

Up

-$28,115

Up $10,848 (+28%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2019

Assets$1,743,936
Liabilities$0
Net Assets$1,743,936
Open 2019 Filing

Operations Trend

Revenue Growth77th 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

2019

Revenue$128,430
Expenses$156,545
Net Income-$28,115
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 6, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd 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 Dougherty
Title
president
Phone
8008391754
Signed
2020-11-06
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 Appendix334 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
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Foundation Source
IRS990PF/StatementsRegardingActyGrp/PhoneNum08008391754
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Dale Dougherty
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Nancy C Dougherty
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt175000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Maker Education Initiative
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GIANT STEPS THERAPEUTIC EQUESTRIAN CENTER INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NEW YORK HALL OF SCIENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2TIDES CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01320 COMMERCE ST STE A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt147-01 111TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 29907
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PETALUMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CORONA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094954
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd111368
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294129
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0130000
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/AppliedToCurrentYearAmt0108020
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0108020
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015970
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt085542
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt021999
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt017214
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt017214
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0158860
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt035349
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015970
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt085542
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt021999
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0143369
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt035349
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0176074
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0140725
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt013289
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt180
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt013289
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt180
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010827
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010827
TaxesSchedule/TaxesDetail/Amt01300
TaxesSchedule/TaxesDetail/Amt11049
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2019
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Extension for 2018
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY DOUGHERTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-06
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/AtSubmissionCreationDeviceId0B19A53FA749DAD8C2EFDCAB0C5B79501992FC144
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08BE0C50968546E06084B64EE301DED4269642CE1
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId006391520203175000029
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.82.234.252
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/ReturnTs02020-11-12T16:24:08-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,743,936
Liabilities
$0
Net assets
$1,743,936
Revenue
$128,430
Expenses
$156,545
Net income
-$28,115
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