Civic Intelligence

Eugene V and Clare E Thaw Charitable Trust

990PF • Fiscal year 2020 • EIN 13-3081491

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 22, 2021

Organization Profile

View Organization Page

PO Box 2422Santa Fe, NM 87504-2422

(505) 982-7023

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

16th percentile

0.01x

Higher debt load relative to revenue than 16% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

3rd percentile

-158%

Higher net margin than 3% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$275,001

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 11.2% of source-year revenue.

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

24th percentile

-0.4%

Faster asset growth than 24% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-94%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$95,372,301

Down $428,739 (-0.4%) from 2019

Net Assets

Down

$95,349,001

Down $438,516 (-0.5%) from 2019

Liabilities

Up

$23,300

Up $9,777 (+72%) from 2019

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin3rd percentile

Revenue

Down

$2,465,700

Down $39,834,049 (-94%) from 2019

Expenses

Down

$6,350,280

Down $2,968,521 (-32%) from 2019

Net Income

Down

-$3,884,580

Down $36,865,528 (-112%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$100M$50M$0Assets 2011: $28,585,739Liabilities 2011: $1,012Net Assets 2011: $28,584,7272011Assets 2012: $14,375,056Liabilities 2012: $662,007Net Assets 2012: $13,713,0492012Assets 2013: $11,840,099Liabilities 2013: $530,408Net Assets 2013: $11,309,6912013Assets 2014: $11,931,551Liabilities 2014: $2,677,602Net Assets 2014: $9,253,9492014Assets 2015: $16,332,300Liabilities 2015: $2,031,908Net Assets 2015: $14,300,3922015Assets 2016: $17,115,722Liabilities 2016: $1,921,880Net Assets 2016: $15,193,8422016Assets 2017: $16,329,465Liabilities 2017: $2,010,445Net Assets 2017: $14,319,0202017Assets 2018: $60,191,803Liabilities 2018: $15,603Net Assets 2018: $60,176,2002018Assets 2019: $95,801,040Liabilities 2019: $13,523Net Assets 2019: $95,787,5172019Assets 2020: $95,372,301Liabilities 2020: $23,300Net Assets 2020: $95,349,0012020Assets 2021: $97,006,761Liabilities 2021: $52,046Net Assets 2021: $96,954,7152021Assets 2022: $80,823,388Liabilities 2022: $2,027,721Net Assets 2022: $78,795,6672022Assets 2023: $62,945,128Liabilities 2023: $99,357Net Assets 2023: $62,845,7712023Assets 2024: $47,385,057Liabilities 2024: $6,357Net Assets 2024: $47,378,7002024

Highlighted filing

2020

Assets$95,372,301
Liabilities$23,300
Net Assets$95,349,001
Open 2020 Filing

Operations Trend

Revenue Growth1st percentile

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

$60M$40M$20M$0-$20MExpenses 2011: $4,369,3922011Expenses 2012: $13,556,5472012Revenue 2013: $862,538Expenses 2013: $2,810,353Net Income 2013: -$1,947,8152013Revenue 2014: $2,700,101Expenses 2014: $4,698,552Net Income 2014: -$1,998,4512014Revenue 2015: $11,301,054Expenses 2015: $2,072,629Net Income 2015: $9,228,4252015Revenue 2016: $4,996,437Expenses 2016: $2,306,561Net Income 2016: $2,689,8762016Revenue 2017: $1,384,933Expenses 2017: $2,395,486Net Income 2017: -$1,010,5532017Revenue 2018: $58,110,233Expenses 2018: $10,515,197Net Income 2018: $47,595,0362018Revenue 2019: $42,299,749Expenses 2019: $9,318,801Net Income 2019: $32,980,9482019Revenue 2020: $2,465,700Expenses 2020: $6,350,280Net Income 2020: -$3,884,5802020Revenue 2021: $1,880,279Expenses 2021: $6,010,769Net Income 2021: -$4,130,4902021Revenue 2022: $1,056,985Expenses 2022: $10,732,671Net Income 2022: -$9,675,6862022Revenue 2023: $8,399,886Expenses 2023: $22,643,208Net Income 2023: -$14,243,3222023Revenue 2024: $3,549,042Expenses 2024: $16,676,875Net Income 2024: -$13,127,8332024

Highlighted filing

2020

Revenue$2,465,700
Expenses$6,350,280
Net Income-$3,884,580
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 22, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN FLANAGANPresident & CEOFT$250,000$25,001$275,001
BRIAN O'DONOGHUETrustee-$0--
MICHAELA O'DONOGHUETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Eugene V and Clare E Thaw
EIN
13-3081491
Phone
5059827023
Address
PO BOX 2422, SANTA FE, NM 87504-2422

Signing Officer

Name
Kathleen Flanagan
Title
President & CEO
Phone
5059827023
Signed
2021-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Ricci & Company LLC
Address
1030 18TH STREET NW, ALBUQUERQUE, NM 87104
Preparer
Maria Matonti
Phone
5053380800
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0654
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt04000
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt017501
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt025001
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt03745
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt013343
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06018861
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0313350
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06350280
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02465700
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0125530
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0456949

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$95,372,301
Liabilities
$23,300
Net assets
$95,349,001
Revenue
$2,465,700
Expenses
$6,350,280
Net income
-$3,884,580
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$47.4$0.01$47.4$3.55$16.7$13.1
2023Detailed filing. Detailed filing data is available for this year.$62.9$0.10$62.8$8.40$22.6$14.2
2022Detailed filing. Detailed filing data is available for this year.$80.8$2.03$78.8$1.06$10.7$9.68
2021Detailed filing. Detailed filing data is available for this year.$97.0$0.05$97.0$1.88$6.01$4.13
2020Detailed filing. Detailed filing data is available for this year.$95.4$0.02$95.3$2.47$6.35$3.88
2019Detailed filing. Detailed filing data is available for this year.$95.8$0.01$95.8$42.3$9.32$33.0
2018Detailed filing. Detailed filing data is available for this year.$60.2$0.02$60.2$58.1$10.5$47.6
2017Detailed filing. Detailed filing data is available for this year.$16.3$2.01$14.3$1.38$2.40$1.01
2016Detailed filing. Detailed filing data is available for this year.$17.1$1.92$15.2$5.00$2.31$2.69
2015Detailed filing. Detailed filing data is available for this year.$16.3$2.03$14.3$11.3$2.07$9.23
2014Detailed filing. Detailed filing data is available for this year.$11.9$2.68$9.25$2.70$4.70$2.00
2013Detailed filing. Detailed filing data is available for this year.$11.8$0.53$11.3$0.86$2.81$1.95
2012Detailed filing. Detailed filing data is available for this year.$14.4$0.66$13.7$13.6
2011Detailed filing. Detailed filing data is available for this year.$28.6$0.00$28.6$4.37