Civic Intelligence

Charles Lawrence Keith and Clara Miller Foundation

990PF • Fiscal year 2017 • EIN 13-2918230

Feb 01, 2016 to Jan 31, 2017 • Filed on Aug 23, 2017

Organization Profile
52 Duane StreetNew York, NY 10007

(434) 295-4461

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

93rd percentile

66%

Higher net margin than 93% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

32nd percentile

$25,000

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

132%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$7,841,480

Up $760,097 (+11%) from 2016

Net Assets

Up

$7,841,480

Up $760,097 (+11%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin93rd percentile

Revenue

Up

$1,146,742

Up $652,854 (+132%) from 2016

Expenses

Up

$386,645

Up $13,880 (+3.7%) from 2016

Net Income

Up

$760,097

Up $638,974 (+528%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$15M$10M$5.0M$0Assets 2011: $6,879,112Liabilities 2011: $0Net Assets 2011: $6,879,1122011Assets 2012: $7,045,852Liabilities 2012: $0Net Assets 2012: $7,045,8522012Assets 2013: $7,148,192Liabilities 2013: $0Net Assets 2013: $7,148,1922013Assets 2014: $7,035,272Liabilities 2014: $0Net Assets 2014: $7,035,2722014Assets 2015: $6,960,260Liabilities 2015: $0Net Assets 2015: $6,960,2602015Assets 2016: $7,081,383Liabilities 2016: $0Net Assets 2016: $7,081,3832016Assets 2017: $7,841,480Liabilities 2017: $0Net Assets 2017: $7,841,4802017Assets 2018: $7,530,929Liabilities 2018: $0Net Assets 2018: $7,530,9292018Assets 2019: $10,369,519Liabilities 2019: $0Net Assets 2019: $10,369,5192019Assets 2020: $10,191,722Liabilities 2020: $2Net Assets 2020: $10,191,7202020Assets 2021: $9,921,933Liabilities 2021: $1Net Assets 2021: $9,921,9322021Assets 2022: $9,980,864Liabilities 2022: $2Net Assets 2022: $9,980,8622022Assets 2023: $9,410,055Liabilities 2023: $1Net Assets 2023: $9,410,0542023Assets 2024: $2,243,465Liabilities 2024: $1Net Assets 2024: $2,243,4642024Assets 2025: $1,130,443Liabilities 2025: $0Net Assets 2025: $1,130,4432025

Highlighted filing

2017

Assets$7,841,480
Liabilities$0
Net Assets$7,841,480
Open 2017 Filing

Operations Trend

Revenue Growth92nd percentile

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

$10M$5.0M$0-$5.0M-$10MExpenses 2011: $446,3652011Expenses 2012: $439,2912012Revenue 2013: $566,530Expenses 2013: $464,190Net Income 2013: $102,3402013Revenue 2014: $421,309Expenses 2014: $508,113Net Income 2014: -$86,8042014Revenue 2015: $392,489Expenses 2015: $467,501Net Income 2015: -$75,0122015Revenue 2016: $493,888Expenses 2016: $372,765Net Income 2016: $121,1232016Revenue 2017: $1,146,742Expenses 2017: $386,645Net Income 2017: $760,0972017Revenue 2018: $281,510Expenses 2018: $592,061Net Income 2018: -$310,5512018Revenue 2019: $3,380,901Expenses 2019: $542,311Net Income 2019: $2,838,5902019Revenue 2020: $406,685Expenses 2020: $584,484Net Income 2020: -$177,7992020Revenue 2021: $327,594Expenses 2021: $597,382Net Income 2021: -$269,7882021Revenue 2022: $689,992Expenses 2022: $631,062Net Income 2022: $58,9302022Revenue 2023: $70,748Expenses 2023: $641,556Net Income 2023: -$570,8082023Revenue 2024: $2,646,772Expenses 2024: $9,813,362Net Income 2024: -$7,166,5902024Revenue 2025: $23,992Expenses 2025: $1,137,013Net Income 2025: -$1,113,0212025

Highlighted filing

2017

Revenue$1,146,742
Expenses$386,645
Net Income$760,097
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2016 to Jan 31, 2017
Signed
Aug 23, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian O'DwyerVice PresidentPT$25,000-$25,000
Susan OuldTreasurerPT$25,000-$25,000
Honie Ann PeacockDirectorPT$25,000-$25,000
Maleyne SyracuseDirectorPT$25,000-$25,000
Linda FisherPresidentPT$12,500-$12,500
Filing and Contact Details

Filer

Filer Name
Charles Lawrence Keith and
EIN
13-2918230
Phone
4342954461
Address
52 Duane Street, New York, NY 10007

Signing Officer

Name
Susan Ould
Title
Treasurer
Signed
2017-08-23
Discuss with paid preparer
Yes

Preparer

Firm
Krevat and Krevat
Address
442 Wolf Hill Road, Dix Hills, NY 11746
Preparer
Selina Rogers
Phone
6315490787
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01221558
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1270703
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2449171
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3438723
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4129940
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5130474
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6182352
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7108405
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8110341
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9874361
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10608024
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11437208
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ISHARES RUSSELL 2000 INDEX FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Ariel Appreciation Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Calvert Social Invt
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3Henderson Intl Opportunities
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Guggenheim S&P 500 Pure
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ISHARES S&P 500 Grwth Index
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6SPDR Trust Series 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7Vanguard Dividend Appreciation
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8FIRST TR DOW JONES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9POWERSHARES EMERGING MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10POWERSHARES DWA DEVELOP MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11VANGUARD RUSSELL 1000 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12SPDR EM MKTS DIV ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13Ishares IBOXX Invest
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14Vanguard Total Bond Market
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15Blackrock Hi Yield BD PTF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16Franklin Hi Yield TX FR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17High Yield Muni
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18Ishares SP Smallcap 600 Index
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19Vanguard FTSE Europe
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20Vanguard Index FDS S&P 500 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01529270
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1435492
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2651920
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3627660
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4129085
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5129504
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6170362
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7104880
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8108755
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9970985
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10619863
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11438837
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0171153
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0972104
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03485
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0174638
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0972104
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01146742
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt07925
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt07925
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt015850
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt097303
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0972104
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt056250
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt056250
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0112500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0195000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0195000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0171153
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0171153
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0171153
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0760097
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03669122
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt03485
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03485
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03485
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0972104
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01146742
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt018489
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt026628
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt026626
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt053254
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X

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Filings

Displayed year

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

Open filing
Assets
$7,841,480
Liabilities
$0
Net assets
$7,841,480
Revenue
$1,146,742
Expenses
$386,645
Net income
$760,097
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.02$1.14$1.11
2024Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$2.65$9.81$7.17
2023Detailed filing. Detailed filing data is available for this year.$9.41$0.00$9.41$0.07$0.64$0.57
2022Detailed filing. Detailed filing data is available for this year.$9.98$0.00$9.98$0.69$0.63$0.06
2021Detailed filing. Detailed filing data is available for this year.$9.92$0.00$9.92$0.33$0.60$0.27
2020Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.41$0.58$0.18
2019Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$3.38$0.54$2.84
2018Detailed filing. Detailed filing data is available for this year.$7.53$0.00$7.53$0.28$0.59$0.31
2017Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$1.15$0.39$0.76
2016Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$0.49$0.37$0.12
2015Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$0.39$0.47$0.08
2014Detailed filing. Detailed filing data is available for this year.$7.04$0.00$7.04$0.42$0.51$0.09
2013Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.15$0.57$0.46$0.10
2012Detailed filing. Detailed filing data is available for this year.$7.05$0.00$7.05$0.44
2011Detailed filing. Detailed filing data is available for this year.$6.88$0.00$6.88$0.45