Civic Intelligence
Contractor

Fund Evaluation Group

18 customers • 28 returns • Latest tax year 2024 • Cincinnati, OH

Investment ManagementInvestment ConsultingInvestment ConsultantInvestment ManagersInvestment Consulting ServiesInvestment AdvisorsCioInvestment Fees

Customers

18

Returns

28

Total Compensation

$6,109,180

Customers

OrganizationEINReturnsLatest YearServicesCompensation
Southwestern Medical Foundation75-094593932024Investment Management$1,149,122
The University of Toledo Foundation34-655511032023Investment Consultant • Investment Management$680,129
University of South Carolina Educational Foundation57-601798522020Investment Manager • Investment Mgr$467,242
Fremont Area Community Foundation38-144336722022Investment Consultant$383,600
Winston Salem Foundation56-603761522022Investment Consulting$383,387
Associated Jewish Charities of Baltimore52-602419212023Investment Consulting$376,909
Woodward Hines Education Foundation64-086093922024Investment Management$348,947
Coastal Community Foundation23-739031322018Investment Consultant$325,944
Greater Cedar Rapids Community Foundation42-605386022022Investment Consulting$297,264
Community Foundation of Greater Fort Wayne Inc35-111945012016Inv. Consulting$236,355
University of Mississippi Foundation23-731029312022Investment Consulting$236,217
York County Community Foundation23-629986812015Investment Consulting$230,578
Morehead State University Foundation Inc31-100323612021Investment Advisors$218,970
Broward College Foundation23-718195912024Investment Managers$209,078
Olivet Nazarene University Foundation23-706341912021Cio$208,302
Florida Atlantic University Foundation Inc59-091728412015Investment Advisory Service$124,500
Sierra Club Foundation94-606989012021Investment Fees$119,831
Quad Cities Community Foundation42-612271612022Investment Consulting Servies$112,805

Returns

Tax YearOrganizationTypeServicesLocationCompensationReturn
2024Southwestern Medical Foundation990Investment Management201 EAST FIFTH STREET SUITE 1600, Cincinnati, OH 45202$399,588View return
2024Broward College Foundation990Investment Managers201 EAST FIFTH STREET SUITE 1600, Cincinnati, OH 45202$209,078View return
2024Woodward Hines Education Foundation990Investment Management201 East Fifth Street, Cincinnati, OH 45202$154,679View return
2023Associated Jewish Charities of Baltimore990Investment Consulting201 EAST FIFTH STREET SUITE 1600, Cincinnati, OH 45202$376,909View return
2023The University of Toledo Foundation990Investment Consultant201 E 5TH ST 1600, Cincinnati, OH 45202$236,904View return
2022Southwestern Medical Foundation990Investment Management201 EAST FIFTH STREET SUITE 1600, Cincinnati, OH 45202$395,895View return
2022University of Mississippi Foundation990Investment Consulting201 EAST FIFTH STREET SUITE 1600, Cincinnati, OH 45202$236,217View return
2022Woodward Hines Education Foundation990Investment Management201 EAST FIFTH STREET SUITE 1600, Cincinnati, OH 45202$194,268View return
2022Winston Salem Foundation990Investment ConsultingPO BOX 639176, Cincinnati, OH 45263-9176$190,930View return
2022Fremont Area Community Foundation990Investment ConsultantPO BOX 639176, Cincinnati, OH 45263-9176$175,775View return
2022Greater Cedar Rapids Community Foundation990Investment Consulting201 E 5TH STREET SUITE 1600, Cincinnati, OH 45202$164,402View return
2022Quad Cities Community Foundation990Investment Consulting Servies201 E 5TH ST STE 1600, Cincinnati, OH 45202$112,805View return
2021The University of Toledo Foundation990Investment Management201 EAST FIFTH STREET SUITE 1600, Cincinnati, OH 45202$257,650View return
2021Morehead State University Foundation Inc990Investment Advisors201 E 5TH ST 1600, Cincinnati, OH 45202$218,970View return
2021Olivet Nazarene University Foundation990Cio201 East Fifth Street, Cincinnati, OH 45202$208,302View return
2021Winston Salem Foundation990Investment ConsultingPO BOX 639176, Cincinnati, OH 45263-9176$192,457View return
2021Sierra Club Foundation990Investment FeesPO BOX 639176, Cincinnati, OH 45263-9176$119,831View return
2020Southwestern Medical Foundation990Investment Management201 EAST FIFTH STREET SUITE 1600, Cincinnati, OH 45202$353,639View return
2020University of South Carolina Educational Foundation990Investment ManagerPO BOX 639176, Cincinnati, OH 45263$234,158View return
2020The University of Toledo Foundation990Investment Management201 E 5TH ST 1600, Cincinnati, OH 45202$185,575View return
2019Fremont Area Community Foundation990Investment ConsultantPO BOX 639176, Cincinnati, OH 45263-9176$207,825View return
2018University of South Carolina Educational Foundation990Investment MgrPO BOX 639176, Cincinnati, OH 45263$233,084View return
2018Coastal Community Foundation990Investment Consultant201 EAST FIFTH ST, Cincinnati, OH 45202$177,829View return
2016Community Foundation of Greater Fort Wayne Inc990Inv. Consulting201 E FIFTH STREET ST 1600, Cincinnati, OH 45202$236,355View return
2016Greater Cedar Rapids Community Foundation990Investment Consulting201 E 5TH STREET SUITE 1600, Cincinnati, OH 45202$132,862View return
2015York County Community Foundation990Investment Consulting201 EAST FIFTH STREET SUITE 1600, Cincinnati, OH 45202$230,578View return
2015Coastal Community Foundation990Investment Consultant201 EAST FIFTH ST, Cincinnati, OH 45202$148,115View return
2015Florida Atlantic University Foundation Inc990Investment Advisory Service201 EAST 5TH STREET SUITE 1600, Cincinnati, OH 45202$124,500View return