Civic Intelligence

Combined Townsend Fund

EIN 05-6007985 • Dallas, TX

Pub. 78 Eligible
PO Box 653067Dallas, TX 75265-3067
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

60th percentile

12%

Higher net margin than 60% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

52nd percentile

$163,370

Higher top officer pay than 52% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Asset Growth

37th percentile

0.8%

Faster asset growth than 37% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

74%

Faster revenue growth than 84% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$20,879,443

Up $172,422 (+0.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$20,879,443

Up $172,422 (+0.8%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin60th percentile

Revenue

Up

$1,378,019

Up $584,117 (+74%) from 2023

Expenses

Down

$1,213,853

Down $11,304 (-0.9%) from 2023

Net Income

Up

$164,166

Up $595,421 (+138%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $15,739,270Liabilities 2011: $02011Assets 2012: $16,807,904Liabilities 2012: $02012Assets 2013: $18,329,822Liabilities 2013: $02013Assets 2014: $18,243,258Liabilities 2014: $02014Assets 2015: $17,456,410Liabilities 2015: $02015Assets 2018: $18,624,031Liabilities 2018: $0Net Assets 2018: $18,624,0312018Assets 2019: $18,709,203Liabilities 2019: $0Net Assets 2019: $18,709,2032019Assets 2020: $19,761,639Liabilities 2020: $0Net Assets 2020: $19,761,6392020Assets 2021: $21,724,327Liabilities 2021: $0Net Assets 2021: $21,724,3272021Assets 2022: $21,101,317Liabilities 2022: $0Net Assets 2022: $21,101,3172022Assets 2023: $20,707,021Liabilities 2023: $0Net Assets 2023: $20,707,0212023Assets 2024: $20,879,443Liabilities 2024: $0Net Assets 2024: $20,879,4432024

Latest loaded filing

2024

Assets$20,879,443
Liabilities$0
Net Assets$20,879,443
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,110,605Expenses 2011: $991,205Net Income 2011: $119,4002011Revenue 2012: $2,080,209Expenses 2012: $976,487Net Income 2012: $1,103,7222012Revenue 2013: $2,589,175Expenses 2013: $1,015,055Net Income 2013: $1,574,1202013Revenue 2014: $889,805Expenses 2014: $1,067,828Net Income 2014: -$178,0232014Revenue 2015: $221,233Expenses 2015: $1,074,714Net Income 2015: -$853,4812015Revenue 2018: $3,216,796Expenses 2018: $1,219,989Net Income 2018: $1,996,8072018Revenue 2019: $842,457Expenses 2019: $814,087Net Income 2019: $28,3702019Revenue 2020: $1,991,729Expenses 2020: $898,984Net Income 2020: $1,092,7452020Revenue 2021: $3,026,060Expenses 2021: $1,068,149Net Income 2021: $1,957,9112021Revenue 2022: $404,784Expenses 2022: $1,157,626Net Income 2022: -$752,8422022Revenue 2023: $793,902Expenses 2023: $1,225,157Net Income 2023: -$431,2552023Revenue 2024: $1,378,019Expenses 2024: $1,213,853Net Income 2024: $164,1662024

Latest loaded filing

2024

Revenue$1,378,019
Expenses$1,213,853
Net Income$164,166
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$20.9$0.00$20.9$1.38$1.21$0.16
2023Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$0.79$1.23$0.43
2022Detailed filing. Detailed filing data is available for this year.$21.1$0.00$21.1$0.40$1.16$0.75
2021Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$3.03$1.07$1.96
2020Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$1.99$0.90$1.09
2019Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$0.84$0.81$0.03
2018Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$3.22$1.22$2.00
2015Summary only. Only limited summary data is available for this year.$17.5$0.00$0.22$1.07$0.85
2014Summary only. Only limited summary data is available for this year.$18.2$0.00$0.89$1.07$0.18
2013Summary only. Only limited summary data is available for this year.$18.3$0.00$2.59$1.02$1.57
2012Summary only. Only limited summary data is available for this year.$16.8$0.00$2.08$0.98$1.10
2011Summary only. Only limited summary data is available for this year.$15.7$0.00$1.11$0.99$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 20, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICATrustee-$163,370-$163,370
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWOMEN & INFANTS HOSPITAL OF RIUNRESTRICTED GENERAL-PROVIDENCE, RI, US$364,728
Paid GrantRI HOSPITAL FOUNDATIONUNRESTRICTED GENERAL-PROVIDENCE, RI, US$364,728
Paid GrantST JOSEPH HEALTH SERVICES OF RIUNRESTRICTED GENERAL-N PROVIDENCE, RI, US$364,728
Filing and Contact Details

Filer

Filer Name
Combined Townsend Fund
EIN
05-6007985
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2026-04-20
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
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