Civic Intelligence

The J Stuart and Elizabeth Moore Charitable Foundation

990PF • Fiscal year 2024 • EIN 04-6904482

Jan 01, 2024 to Dec 31, 2024 • Filed on Aug 29, 2025

Organization Profile
5904 Riverview LnBradenton, FL 34209

(617) 407-6343

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

15th percentile

0.00x

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Net Margin

45th percentile

3.5%

Higher net margin than 45% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Asset Growth

16th percentile

-3.4%

Faster asset growth than 16% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

79%

Faster revenue growth than 86% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$25,872,668

Down $898,139 (-3.4%) from 2023

Net Assets

Down

$25,872,668

Down $898,139 (-3.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin45th percentile

Revenue

Up

$1,962,743

Up $863,953 (+79%) from 2023

Expenses

Up

$1,893,719

Up $57,529 (+3.1%) from 2023

Net Income

Up

$69,024

Up $806,424 (+109%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$40M$30M$20M$10M$0Assets 2010: $3,907,298Liabilities 2010: $0Net Assets 2010: $3,907,2982010Assets 2011: $4,550,575Liabilities 2011: $0Net Assets 2011: $4,550,5752011Assets 2012: $4,471,403Liabilities 2012: $0Net Assets 2012: $4,471,4032012Assets 2013: $5,159,651Liabilities 2013: $0Net Assets 2013: $5,159,6512013Assets 2014: $31,489,695Liabilities 2014: $0Net Assets 2014: $31,489,6952014Assets 2015: $32,505,214Liabilities 2015: $0Net Assets 2015: $32,505,2142015Assets 2016: $29,861,688Liabilities 2016: $0Net Assets 2016: $29,861,6882016Assets 2017: $30,077,087Liabilities 2017: $0Net Assets 2017: $30,077,0872017Assets 2018: $30,751,199Liabilities 2018: $0Net Assets 2018: $30,751,1992018Assets 2019: $30,225,933Liabilities 2019: $0Net Assets 2019: $30,225,9332019Assets 2020: $24,521,768Liabilities 2020: $0Net Assets 2020: $24,521,7682020Assets 2021: $28,705,275Liabilities 2021: $0Net Assets 2021: $28,705,2752021Assets 2022: $27,940,804Liabilities 2022: $0Net Assets 2022: $27,940,8042022Assets 2023: $26,770,807Liabilities 2023: $0Net Assets 2023: $26,770,8072023Assets 2024: $25,872,668Liabilities 2024: $0Net Assets 2024: $25,872,6682024

Highlighted filing

2024

Assets$25,872,668
Liabilities$0
Net Assets$25,872,668
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $67,9822010Expenses 2011: $216,4182011Expenses 2012: $84,3502012Revenue 2013: $2,573,657Expenses 2013: $1,885,409Net Income 2013: $688,2482013Revenue 2014: $26,817,134Expenses 2014: $487,090Net Income 2014: $26,330,0442014Revenue 2015: $1,939,838Expenses 2015: $946,119Net Income 2015: $993,7192015Revenue 2016: $105,623Expenses 2016: $2,749,216Net Income 2016: -$2,643,5932016Revenue 2017: $378,931Expenses 2017: $164,905Net Income 2017: $214,0262017Revenue 2018: $823,586Expenses 2018: $149,474Net Income 2018: $674,1122018Revenue 2019: $538,422Expenses 2019: $1,063,688Net Income 2019: -$525,2662019Revenue 2020: -$3,626,861Expenses 2020: $2,077,304Net Income 2020: -$5,704,1652020Revenue 2021: $1,764,387Expenses 2021: $1,178,020Net Income 2021: $586,3672021Revenue 2022: $2,137,016Expenses 2022: $1,991,894Net Income 2022: $145,1222022Revenue 2023: $1,098,790Expenses 2023: $1,836,190Net Income 2023: -$737,4002023Revenue 2024: $1,962,743Expenses 2024: $1,893,719Net Income 2024: $69,0242024

Highlighted filing

2024

Revenue$1,962,743
Expenses$1,893,719
Net Income$69,024
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 29, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J STUART MOORETrustee-$0--
SAMUEL C SICHKOTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Realization Foundation
EIN
04-6904482
Phone
6174076343
Address
5904 RIVERVIEW LN, BRADENTON, FL 34209

Signing Officer

Name
Samuel Sichko
Title
Trustee
Phone
6174076343
Signed
2025-08-29
Discuss with paid preparer
Yes

Preparer

Firm
Johnson Messal Bristow Pllc
Address
1001 3RD AVE W STE 750, BRADENTON, FL 34205
Preparer
Lisa R Johnson
Phone
9418772022
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ARTISAN DYNAMIC EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1PRIVATE EQUITY MANAGERS 2016
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2PRIVATE EQUITY MANAGERS 2017
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3PRIVATE EQUITY MANAGERS 2018
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4PRIVATE EQUITY MANAGERS 2019
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5PRIVATE EQUITY MANAGERS 2020
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6PRIVATE EQUITY MANAGERS 2021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7PRIVATE EQUITY MANAGERS 2022
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8PRIVATE EQUITY MANAGERS 2023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9PRIVATE EQUITY MANAGERS 2024
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10GEMINI TRUST
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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,872,668
Liabilities
$0
Net assets
$25,872,668
Revenue
$1,962,743
Expenses
$1,893,719
Net income
$69,024
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.9$0.00$25.9$1.96$1.89$0.07
2023Detailed filing. Detailed filing data is available for this year.$26.8$0.00$26.8$1.10$1.84$0.74
2022Detailed filing. Detailed filing data is available for this year.$27.9$0.00$27.9$2.14$1.99$0.15
2021Detailed filing. Detailed filing data is available for this year.$28.7$0.00$28.7$1.76$1.18$0.59
2020Detailed filing. Detailed filing data is available for this year.$24.5$0.00$24.5$3.63$2.08$5.70
2019Detailed filing. Detailed filing data is available for this year.$30.2$0.00$30.2$0.54$1.06$0.53
2018Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$0.82$0.15$0.67
2017Detailed filing. Detailed filing data is available for this year.$30.1$0.00$30.1$0.38$0.16$0.21
2016Detailed filing. Detailed filing data is available for this year.$29.9$0.00$29.9$0.11$2.75$2.64
2015Detailed filing. Detailed filing data is available for this year.$32.5$0.00$32.5$1.94$0.95$0.99
2014Detailed filing. Detailed filing data is available for this year.$31.5$0.00$31.5$26.8$0.49$26.3
2013Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$2.57$1.89$0.69
2012Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.08
2011Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.22
2010Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.07