Civic Intelligence

Eugene V and Clare E Thaw Charitable Trust

990PF • Fiscal year 2022 • EIN 13-3081491

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 13, 2023

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

30th percentile

0.03x

Higher debt load relative to assets than 30% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

83rd percentile

1.92x

Higher debt load relative to revenue than 83% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Net Margin

1st percentile

-915%

Higher net margin than 1% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

54th percentile

$302,501

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 28.6% of source-year revenue.

2022 filings • $50M-$100M nonprofits • Source year 2022

Asset Growth

10th percentile

-17%

Faster asset growth than 10% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

14th percentile

-44%

Faster revenue growth than 14% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$80,823,388

Down $16,183,373 (-17%) from 2021

Net Assets

Down

$78,795,667

Down $18,159,048 (-19%) from 2021

Liabilities

Up

$2,027,721

Up $1,975,675 (+3796%) from 2021

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin1st percentile

Revenue

Down

$1,056,985

Down $823,294 (-44%) from 2021

Expenses

Up

$10,732,671

Up $4,721,902 (+79%) from 2021

Net Income

Down

-$9,675,686

Down $5,545,196 (-134%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2022

Assets$80,823,388
Liabilities$2,027,721
Net Assets$78,795,667
Open 2022 Filing

Operations Trend

Revenue Growth14th 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

2022

Revenue$1,056,985
Expenses$10,732,671
Net Income-$9,675,686
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN FLANAGANPresident & CEOFT$275,000$27,501$302,501
BRIAN O'DONOGHUETrusteePT$10,000-$10,000
MICHAELA O'DONOGHUETrusteePT$10,000-$10,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCOMMONWEAL CONSERVANCYRELEASE OF MORTGAGE HELD FOR 4,730 ACRES IN THE GALISTEO BASIN PRESERVEPUBLIC CHARITYSANTA FE, NM, US$5,000,000
Paid GrantMETROPOLITAN MUSEUM OF ARTENDOWMENT OF THE EUGENE V. THAW CURATOR OF EUROPEAN PAINTINGSPUBLIC CHARITYNEW YORK, NY, US$4,000,000
Paid GrantHRDCTOWARDS A PERMANENT HOMELESS SHELTER IN BOZEMAN, MT; AND EMERGENCY WINTER FUNDSPUBLIC CHARITYBOZEMAN, MT, US$550,000
Paid GrantUNIVERSITY OF OKLAHOMA FOUNDATIONFOR PUBLICATION OF A TWO-VOLUME BOOK ON THE TAOS SOCIETY OF ARTISTSPUBLIC CHARITYNORMAN, OK, US$137,000
Paid GrantMORGAN LIBRARY & MUSEUMGENERAL SUPPORT; AND "GILLOT" EXHIBITION CATALOGUEPUBLIC CHARITYNEW YORK, NY, US$87,000
Paid GrantNATIONAL GALLERY OF ARTANNUAL EXHIBIT OF WORKS ON PAPER FROM PERMANENT COLLECTIONPUBLIC CHARITYWASHINGTON, DC, US$60,000
Paid GrantGALISTEO BASIN OPEN SPACE PRESERVEGENERAL SUPPORTPRIVATE OPERATING FOSANTA FE, NM, US$50,179
Paid GrantNATIONAL MUSEUM OF ASIAN ART SMITHSONIAN INSTFOR "ANYANG: CHINA'S ANCIENT CITY OF KINGS" EXHIBITIONPUBLIC CHARITYWASHINGTON, DC, US$50,000
Paid GrantNUEVO MEXICO PROFUNDOGENERAL SUPPORT; AND CONSERVATION OF SAN JOSE DE GRACIA CHURCH AND ART COLLECTION IN TRAMPAS, NMPUBLIC CHARITYCHAMISAL, NM, US$30,000
Paid GrantFRIENDS OF GANONDAGANAWARDS FOR THE 2022 JURIED ART SHOWPUBLIC CHARITYVICTOR, NY, US$18,000
Paid GrantKRFC 889 FMFOR COMMUNITY-BASED RADIO PROGRAM; AND EQUIPMENT UPGRADEPUBLIC CHARITYFORT COLLINS, CO, US$17,500
Paid GrantFENIMORE ART MUSEUMFOR "UNMASKING VENICE" EXHIBITIONPUBLIC CHARITYCOOPERSTOWN, NY, US$15,000
Paid GrantGRAVITY WATERTO PROVIDE SAFE DRINKING WATER FOR SCHOOLS WORLDWIDEPUBLIC CHARITYSANTA CRUZ, CA, US$15,000
Paid GrantCOLORADO HORSE SHELTERGENERAL SUPPORTPUBLIC CHARITYLONGMONT, CO, US$10,000
Paid GrantHERMIT'S PEAK WATERSHED ALLIANCETOWARDS RESTORATION OF WOLF CREEK CURRIE CANYONPUBLIC CHARITYSAPELLO, NM, US$10,000
Paid GrantHISTORIC SANTA FE FOUNDATIONFISCAL SPONSORSHIP FOR DOCUMENTARY FILM ABOUT "CANYON ROAD"PUBLIC CHARITYSANTA FE, NM, US$10,000
Paid GrantSTAFFORD ANIMAL SHELTERGENERAL SUPPORT AFTER CATASTROPHIC FLOODINGPUBLIC CHARITYLIVINGSTON, MT, US$10,000
Paid GrantUNIVERSITY OF WASHINGTON FOUNDATIONFOR INTERNATIONAL CLINICAL RESEARCH CENTERPUBLIC CHARITYSEATTLE, WA, US$4,950
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
2023-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Carr Riggs & Ingram LLC
Address
2424 LOUISIANA BLVD NE STE 300, ALBUQUERQUE, NM 87110
Preparer
Maria Matonti
Phone
5058832727
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20UNITED HEALTH GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38CHARLES SCHWAB CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39KEYSIGHT TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40ZEBRA TECHNOLOGIES CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44SYNOPSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46NORTHROP GRUMMAN CORP
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0729457
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-9675686
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt07103663
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0167
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01896
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt036104
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0290961
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0645251
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0-35400
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt05698
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt05698
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt047196
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt023420
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt045360
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt027501
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0373971
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt010732671
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01019222
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0658042
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0806
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0210656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12608026
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt217259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt33976761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt033367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1321923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-1316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-85692
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1321923
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12929949
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAINS DIVIDENDS
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02175447
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02175447
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02175447
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt011295
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0136
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt020400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,823,388
Liabilities
$2,027,721
Net assets
$78,795,667
Revenue
$1,056,985
Expenses
$10,732,671
Net income
-$9,675,686
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