Civic Intelligence

Dolly Green Research Foundation

990 • Fiscal year 2017 • EIN 95-4522812

Apr 01, 2016 to Mar 31, 2017 • Filed on Aug 10, 2017

Organization Profile
PO Box 1728Arcadia, CA 91077

(626) 445-7944

Siviq Scores

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

Liabilities / Assets

76th percentile

0.40x

Higher debt load relative to assets than 76% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

97th percentile

7.46x

Higher debt load relative to revenue than 97% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

83rd percentile

29%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

74th percentile

$112,368

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 97.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

66th percentile

9.2%

Faster asset growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

398%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$2,185,877

Up $184,921 (+9.2%) from 2016

Net Assets

Up

$1,321,108

Up $172,397 (+15%) from 2016

Liabilities

Up

$864,769

Up $12,524 (+1.5%) from 2016

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin83rd percentile

Revenue

Up

$115,903

Up $92,624 (+398%) from 2016

Expenses

Down

$82,673

Down $7,033 (-7.8%) from 2016

Net Income

Up

$33,230

Up $99,657 (+150%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,653,712Liabilities 2012: $585,238Net Assets 2012: $1,068,4742012Assets 2013: $1,708,757Liabilities 2013: $625,701Net Assets 2013: $1,083,0562013Assets 2014: $1,995,100Liabilities 2014: $779,431Net Assets 2014: $1,215,6692014Assets 2015: $2,028,714Liabilities 2015: $798,720Net Assets 2015: $1,229,9942015Assets 2016: $2,000,956Liabilities 2016: $852,245Net Assets 2016: $1,148,7112016Assets 2017: $2,185,877Liabilities 2017: $864,769Net Assets 2017: $1,321,1082017Assets 2018: $2,426,887Liabilities 2018: $890,029Net Assets 2018: $1,536,8582018Assets 2019: $2,679,948Liabilities 2019: $995,055Net Assets 2019: $1,684,8932019Assets 2020: $2,036,083Liabilities 2020: $868,656Net Assets 2020: $1,167,4272020Assets 2021: $2,611,769Liabilities 2021: $974,943Net Assets 2021: $1,636,8262021Assets 2022: $2,764,410Liabilities 2022: $1,041,921Net Assets 2022: $1,722,4892022Assets 2023: $2,550,587Liabilities 2023: $1,065,303Net Assets 2023: $1,485,2842023Assets 2024: $2,918,115Liabilities 2024: $1,090,608Net Assets 2024: $1,827,5072024Assets 2025: $2,768,883Liabilities 2025: $1,194,960Net Assets 2025: $1,573,9232025

Highlighted filing

2017

Assets$2,185,877
Liabilities$864,769
Net Assets$1,321,108
Open 2017 Filing

Operations Trend

Revenue Growth98th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $83,737Expenses 2012: $98,780Net Income 2012: -$15,0432012Revenue 2013: $79,635Expenses 2013: $156,147Net Income 2013: -$76,5122013Revenue 2014: $72,325Expenses 2014: $176,526Net Income 2014: -$104,2012014Revenue 2015: $145,859Expenses 2015: $155,115Net Income 2015: -$9,2562015Revenue 2016: $23,279Expenses 2016: $89,706Net Income 2016: -$66,4272016Revenue 2017: $115,903Expenses 2017: $82,673Net Income 2017: $33,2302017Revenue 2018: $157,155Expenses 2018: $52,655Net Income 2018: $104,5002018Revenue 2019: $147,184Expenses 2019: $109,383Net Income 2019: $37,8012019Revenue 2020: $1,177,179Expenses 2020: $1,128,734Net Income 2020: $48,4452020Revenue 2021: $21,017Expenses 2021: $130,045Net Income 2021: -$109,0282021Revenue 2022: $55,576Expenses 2022: $99,642Net Income 2022: -$44,0662022Revenue 2023: $58,102Expenses 2023: $48,972Net Income 2023: $9,1302023Revenue 2024: $106,834Expenses 2024: $135,000Net Income 2024: -$28,1662024Revenue 2025: $333,726Expenses 2025: $473,252Net Income 2025: -$139,5262025

Highlighted filing

2017

Revenue$115,903
Expenses$82,673
Net Income$33,230
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Aug 10, 2017
Return Version
2016v3.0
Gross Receipts
$389,351
Mission and Program Overview

Mission

Support equine medical research

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,898,027$2,058,638▲ $160,611
Savings and Temporary Cash Investments$102,384$127,239▲ $24,855
Total Assets$2,000,956$2,185,877▲ $184,921
Other Assets Total$545--
Liabilities
Accounts Payable and Accrued Expenses$651,620$675,394▲ $23,774
Grants Payable$200,625$189,375▼ $11,250
Total Liabilities$852,245$864,769▲ $12,524
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,148,711$1,321,108▲ $172,397
Total Net Assets Fund Balance$1,148,711$1,321,108▲ $172,397
Total Liabilities and Net Assets / Fund Balance$2,000,956$2,185,877▲ $184,921
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleOtherTotal
Karen KlawitterC.e.o.$112,368$112,368

Board Members and Trustees

NameTitle
Craig FravelPresident
Dan HendricksBoard Member
Jennifer FinleyBoard Member
Joseph DowdBoard Member
Richard MandellaBoard Member
Mike ErnstCFO
Dan SchifferSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$115,903
Other Revenue
$0
Change in Net Assets
$33,230

Audited Revenue Reconciliation

Revenue per Audited Statements
$97,730
Revenue Not Reported on Financial Statements
$18,173
Revenue Not Reported on Form 990
$139,167
Total Revenue per Audited Statements
$236,897
Total Revenue per Form 990
$115,903
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$46,673
Grants and Similar Amounts Paid$36,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$36,000--$36,000
Fees for Services Other-$23,783-$23,783
Fees for Service Investment Mgmnt Fees-$18,173-$18,173
Fees for Services Accounting-$4,557-$4,557
Office Expenses-$160-$160
Total Functional Expenses$36,000$46,673$0$82,673

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$82,673
Expenses per Audited Statements$64,500
Total Expenses per Audited Statements$64,500
Expenses Not Reported on Financial Statements$18,173
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
AaepLexington, KY501c3Sponsor Education$25,000
Edwin Gregson FoundationArcadia, CA501c3Promote Research$6,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Board members are send a copy of the form 990 and requested to review the form before it is filed.”

Form 990, Page 6, Part VI, Line 12C

“Board members are to disclose any conflicts of interest at regular board meetings.”

Form 990, Page 6, Part VI, Line 19

“The organization makes the governing documents, conflict of interest policy and annual financial statements available to the public upon request at the organization offices.”

Filing and Contact Details

Filer

Filer Name
Dolly Green Research Foundation
EIN
95-4522812
Phone
6264457944
Address
PO BOX 1728, ARCADIA, CA 91077

Signing Officer

Name
Karen Klawitter
Title
C.e.o.
Phone
6264457944
Signed
2017-08-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Klawitter
Formed
1996
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Bowen Mcbeth Inc
Address
10722 ARROW RTE STE 110, RANCHO CUCAMONGA, CA 91730-4840
Preparer
Jeff L Werner
Phone
9099446465
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“OTHER FEES 0 23,783 0”

Raw XML Appendix365 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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROMOTE RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SPONSOR EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EDWIN GREGSON FOUNDATION
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 60039
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt14033 IRON WORKS PARKWAY
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IRS990ScheduleI/RecipientTable/USAddress/CityNm1LEXINGTON
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANT RECEIPIENTS ARE REQUIRED TO SUBMIT PROGRESS REPORTS AND PREPARE AN ARTICLE SUITABLE FOR PUBLICATION IN INDUSTRY MAGAZINES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS ARE SEND A COPY OF THE FORM 990 AND REQUESTED TO REVIEW THE FORM BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE TO DISCLOSE ANY CONFLICTS OF INTEREST AT REGULAR BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND ANNUAL FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION OFFICES.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt036000
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IRS990/TotalGrossUBIAmt00
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN KLAWITTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0C.E.O.
ReturnHeader/BusinessOfficerGrp/PhoneNum06264457944
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOLLY GREEN RESEARCH FOUNDATION
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ReturnHeader/Filer/PhoneNum06264457944
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOWEN MCBETH INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010722 ARROW RTE STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RANCHO CUCAMONGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0917304840
ReturnHeader/PreparerPersonGrp/PhoneNum09099446465
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF L WERNER
ReturnHeader/ReturnTs02017-08-18T07:20:09-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,185,877
Liabilities
$864,769
Net assets
$1,321,108
Revenue
$115,903
Expenses
$82,673
Net income
$33,230
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.77$1.19$1.57$0.33$0.47$0.14
2024Detailed filing. Detailed filing data is available for this year.$2.92$1.09$1.83$0.11$0.14$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.55$1.07$1.49$0.06$0.05$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.76$1.04$1.72$0.06$0.10$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.61$0.97$1.64$0.02$0.13$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.04$0.87$1.17$1.18$1.13$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.68$1.00$1.68$0.15$0.11$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.43$0.89$1.54$0.16$0.05$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.19$0.86$1.32$0.12$0.08$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.00$0.85$1.15$0.02$0.09$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.03$0.80$1.23$0.15$0.16$0.01
2014Summary only. Only limited summary data is available for this year.$2.00$0.78$1.22$0.07$0.18$0.10
2013Summary only. Only limited summary data is available for this year.$1.71$0.63$1.08$0.08$0.16$0.08
2012Summary only. Only limited summary data is available for this year.$1.65$0.59$1.07$0.08$0.10$0.02