Civic Intelligence

The Siochain Foundation

990PF • Fiscal year 2020 • EIN 06-1519387

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 31, 2021

Organization Profile
8065 Leesburg Pike 300Vienna, VA 22182

(703) 226-2154

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

90th percentile

56%

Higher net margin than 90% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

85th percentile

30%

Faster asset growth than 85% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

1429%

Faster revenue growth than 99% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$13,028,610

Up $2,980,819 (+30%) from 2019

Net Assets

$13,028,610

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin90th percentile

Revenue

Up

$5,226,005

Up $4,884,180 (+1429%) from 2019

Expenses

Up

$2,294,685

Up $1,604,074 (+232%) from 2019

Net Income

Up

$2,931,320

Up $3,280,106 (+940%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$15M$10M$5.0M$0Assets 2011: $2,096,830Liabilities 2011: $0Net Assets 2011: $2,096,8302011Assets 2012: $1,808,099Liabilities 2012: $0Net Assets 2012: $1,808,0992012Assets 2013: $6,389,886Liabilities 2013: $1Net Assets 2013: $6,389,8862013Assets 2014: $6,100,073Liabilities 2014: $1Net Assets 2014: $6,100,0732014Assets 2015: $5,595,709Liabilities 2015: $0Net Assets 2015: $5,595,7092015Assets 2016: $5,642,960Liabilities 2016: $0Net Assets 2016: $5,642,9602016Assets 2017: $11,040,490Liabilities 2017: $0Net Assets 2017: $11,040,4902017Assets 2018: $10,386,910Liabilities 2018: $0Net Assets 2018: $10,386,9102018Assets 2019: $10,047,791Liabilities 2019: $12019Assets 2020: $13,028,610Liabilities 2020: $0Net Assets 2020: $13,028,6102020Assets 2021: $14,897,710Liabilities 2021: $1Net Assets 2021: $14,897,7102021Assets 2022: $14,018,645Liabilities 2022: $0Net Assets 2022: $14,018,6452022Assets 2023: $5,752,509Liabilities 2023: $12023Assets 2024: $1,451,390Liabilities 2024: $0Net Assets 2024: $1,451,3902024

Highlighted filing

2020

Assets$13,028,610
Liabilities$0
Net Assets$13,028,610
Open 2020 Filing

Operations Trend

Revenue Growth99th percentile

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

$10M$5.0M$0-$5.0MExpenses 2011: $2852011Expenses 2012: $491,7512012Revenue 2013: $5,162,151Expenses 2013: $594,975Net Income 2013: $4,567,1762013Revenue 2014: $238,134Expenses 2014: $607,459Net Income 2014: -$369,3252014Revenue 2015: $207,157Expenses 2015: $888,642Net Income 2015: -$681,4852015Revenue 2016: $65,495Expenses 2016: $31,454Net Income 2016: $34,0412016Revenue 2017: $5,444,196Expenses 2017: $45,340Net Income 2017: $5,398,8562017Revenue 2018: $183,318Expenses 2018: $818,881Net Income 2018: -$635,5632018Revenue 2019: $341,825Expenses 2019: $690,611Net Income 2019: -$348,7862019Revenue 2020: $5,226,005Expenses 2020: $2,294,685Net Income 2020: $2,931,3202020Revenue 2021: $1,822,808Expenses 2021: $52,684Net Income 2021: $1,770,1242021Revenue 2022: -$369,751Expenses 2022: $52,390Net Income 2022: -$422,1412022Revenue 2023: $487,751Expenses 2023: $4,751,763Net Income 2023: -$4,264,0122023Revenue 2024: $204,703Expenses 2024: $4,573,501Net Income 2024: -$4,368,7982024

Highlighted filing

2020

Revenue$5,226,005
Expenses$2,294,685
Net Income$2,931,320
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 31, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE LEE UELTSCHIPresident-$0--
Filing and Contact Details

Filer

Filer Name
Siochain Foundation
EIN
06-1519387
Phone
7032262154
Address
8065 LEESBURG PIKE 300, VIENNA, VA 22182

Signing Officer

Name
Anne Lee Ueltschi
Title
President
Signed
2021-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Blankenship CPA Group Pllc
Address
215 WARD CIRCLE, BRENTWOOD, TN 37027-2304
Preparer
Paul Mcclanahan CPA
Phone
6153733771
Raw XML Appendix342 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.

Path#Value
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01971000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1255694
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NATHIONAL PHILANTHROPIC TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1OAKWOOD COMMUNITY DEVELOPMENT CORP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0CHARITABLE ORG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1CHARITABLE ORG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0165 TOWNSHIP LINE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1210 OAKWOOD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 1200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0JENKINTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HIGH POINT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019046
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd127262
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02226694
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/AppliedToCurrentYearAmt0488240
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0488240
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0133783
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0206168
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0557337
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0557337
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02078405
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01738454
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0133783
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0206168
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02226694
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01738454
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02635742
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0897288
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ANNE UELTSCHI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01554 TAYLORS GAP ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CHARLOTTESVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd022903
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt03412658
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt03412658
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0INVESTMENT FUNDS
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-12-24
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES CT CORP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FILING FEES VA CORP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt050308
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0422
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150308
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt230
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3183
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt012333
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1129440
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PLEXUS FUND III
OtherIncomeSchedule2/OtherIncomeDetail/Desc1BLUEARC ABSOLUTE RETURN FUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt012333
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1129440
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt012333
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1129440
OtherIncreasesSchedule/OtherIncreasesDetail/Amt049499
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ANNE L UELTSCHI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt01554 TAYLORS GAP ROAD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0CHARLOTTESVILLE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0VA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd022903
TaxesSchedule/TaxesDetail/Amt01736
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE LEE UELTSCHI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIOCHAIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SIOC
ReturnHeader/Filer/EIN0061519387
ReturnHeader/Filer/PhoneNum07032262154
ReturnHeader/Filer/USAddress/AddressLine1Txt08065 LEESBURG PIKE 300
ReturnHeader/Filer/USAddress/CityNm0VIENNA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022182
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450491842
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLANKENSHIP CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0215 WARD CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRENTWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0370272304
ReturnHeader/PreparerPersonGrp/PhoneNum06153733771
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL MCCLANAHAN CPA
ReturnHeader/ReturnTs02021-11-13T13:06:05-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0UELTSCHI
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
$13,028,610
Liabilities
$0
Net assets
$13,028,610
Revenue
$5,226,005
Expenses
$2,294,685
Net income
$2,931,320
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.20$4.57$4.37
2023Detailed filing. Detailed filing data is available for this year.$5.75$0.00$0.49$4.75$4.26
2022Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$0.37$0.05$0.42
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.9$0.00$14.9$1.82$0.05$1.77
2020Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$5.23$2.29$2.93
2019Detailed filing. Detailed filing data is available for this year.$10.0$0.00$0.34$0.69$0.35
2018Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.18$0.82$0.64
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$0.00$11.0$5.44$0.05$5.40
2016Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.07$0.03$0.03
2015Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$0.21$0.89$0.68
2014Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.24$0.61$0.37
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$6.39$0.00$6.39$5.16$0.59$4.57
2012Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.49
2011Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.00