Civic Intelligence

Nancy C and Dale Dougherty Foundation

990PF • Fiscal year 2020 • EIN 94-3347140

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 23, 2021

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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

82nd percentile

37%

Higher net margin than 82% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

53rd percentile

4.3%

Faster asset growth than 53% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

88th percentile

61%

Faster revenue growth than 88% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,819,571

Up $75,635 (+4.3%) from 2019

Net Assets

Up

$1,819,571

Up $75,635 (+4.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin82nd percentile

Revenue

Up

$206,751

Up $78,321 (+61%) from 2019

Expenses

Down

$131,116

Down $25,429 (-16%) from 2019

Net Income

Up

$75,635

Up $103,750 (+369%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2020

Assets$1,819,571
Liabilities$0
Net Assets$1,819,571
Open 2020 Filing

Operations Trend

Revenue Growth88th 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

2020

Revenue$206,751
Expenses$131,116
Net Income$75,635
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 23, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th 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
2021-09-23
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 Appendix309 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt062 SUMMER ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11320 COMMERCE ST STE A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21808 5TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PETALUMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BERKELEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194954
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294710
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0105000
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/AppliedToCurrentYearAmt098764
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt098764
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt035349
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015970
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt085542
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt021999
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt021999
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0155931
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt019070
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt035349
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015970
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt085542
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0117834
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt019070
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0177930
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0158860
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt012774
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt012774
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt160
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09830
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09830
TaxesSchedule/TaxesDetail/Amt02400
TaxesSchedule/TaxesDetail/Amt11052
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2020
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Excise Tax for 2019
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY C DOUGHERTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-23
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/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/ReturnTs02021-10-14T08:27:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NANCY C
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DOUGHERTY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,819,571
Liabilities
$0
Net assets
$1,819,571
Revenue
$206,751
Expenses
$131,116
Net income
$75,635
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