Civic Intelligence

Indira Foundation

990PF • Fiscal year 2019 • EIN 13-4051213

Sep 01, 2018 to Aug 31, 2019 • Filed on May 13, 2020

Organization Profile
150 Porchuck RdGreenwich, CT 06831

(203) 327-3112

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

25th percentile

-2.4%

Faster asset growth than 25% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

96th percentile

207%

Faster revenue growth than 96% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$7,657,737

Down $190,076 (-2.4%) from 2018

Net Assets

Down

$7,657,737

Down $190,076 (-2.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin65th percentile

Revenue

Up

$1,710,942

Up $1,154,528 (+207%) from 2018

Expenses

Down

$1,521,593

Down $628,730 (-29%) from 2018

Net Income

Up

$189,349

Up $1,783,258 (+112%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$30M$20M$10M$0Assets 2011: $6,965,603Liabilities 2011: $02011Assets 2012: $7,388,739Liabilities 2012: $02012Assets 2013: $7,421,570Liabilities 2013: $02013Assets 2014: $7,779,305Liabilities 2014: $02014Assets 2015: $8,524,188Liabilities 2015: $02015Assets 2018: $7,847,813Liabilities 2018: $0Net Assets 2018: $7,847,8132018Assets 2019: $7,657,737Liabilities 2019: $0Net Assets 2019: $7,657,7372019Assets 2020: $7,673,253Liabilities 2020: $0Net Assets 2020: $7,673,2532020Assets 2021: $7,768,914Liabilities 2021: $0Net Assets 2021: $7,768,9142021Assets 2022: $20,838,474Liabilities 2022: $0Net Assets 2022: $20,838,4742022Assets 2023: $20,548,482Liabilities 2023: $1,5182023Assets 2024: $20,243,157Liabilities 2024: $2,129Net Assets 2024: $20,241,0282024

Highlighted filing

2019

Assets$7,657,737
Liabilities$0
Net Assets$7,657,737
Open 2019 Filing

Operations Trend

Revenue Growth96th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $642,792Expenses 2011: $359,637Net Income 2011: $283,1552011Revenue 2012: $1,027,067Expenses 2012: $383,056Net Income 2012: $644,0112012Revenue 2013: $438,959Expenses 2013: $378,585Net Income 2013: $60,3742013Revenue 2014: $901,763Expenses 2014: $425,671Net Income 2014: $476,0922014Revenue 2015: $2,351,516Expenses 2015: $478,796Net Income 2015: $1,872,7202015Revenue 2018: $556,414Expenses 2018: $2,150,323Net Income 2018: -$1,593,9092018Revenue 2019: $1,710,942Expenses 2019: $1,521,593Net Income 2019: $189,3492019Revenue 2020: $1,124,208Expenses 2020: $830,287Net Income 2020: $293,9212020Revenue 2021: $937,295Expenses 2021: $679,266Net Income 2021: $258,0292021Revenue 2022: $15,103,945Expenses 2022: $1,785,012Net Income 2022: $13,318,9332022Revenue 2023: $1,313,424Expenses 2023: $1,479,251Net Income 2023: -$165,8272023Revenue 2024: $1,648,952Expenses 2024: $1,954,888Net Income 2024: -$305,9362024

Highlighted filing

2019

Revenue$1,710,942
Expenses$1,521,593
Net Income$189,349
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
May 13, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AVI NASHTrustee-$0--
SANDRA NASHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Indira Foundation
EIN
13-4051213
Phone
2033273112
Address
150 PORCHUCK RD, GREENWICH, CT 06831

Signing Officer

Name
Avi Nash
Title
Trustee
Phone
2033273112
Signed
2020-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
200 ELM STREET SUITE 200, STAMFORD, CT 06902
Preparer
Fran Zeiss
Phone
2033273112
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm02,650 SHS VANGUARD HEALTH CARE ETF (VHT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1115 SHS SPDR S&P BIOTECH ETF (XBI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27,376 SHS ABBOTT LABORATORIES (ABT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33,270 SHS ABBVIE INC (ABBV)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46 SHS ALPHABET INC CL C (GOOG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm518 SHS AMAZON.COM INC (AMZN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61,900 SHS AMERISOURCEBERGEN CORP (ABC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7200 SHS AMGEN INC. (AMGN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8473 SHS AT&T INC.(T)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92,359 SHS BERKSHIRE HATHAWAY INC. CL B (BRKB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101,561 SHS BRISTOL-MYERS SQUIBB CO (BMY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11700 SHS CHEVRON CORP (CVX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12695 SHS CISCO SYSTEMS, INC (CSCO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13200 SHS CITIGROUP INC (C)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14700 SHS COCA-COLA CO (KO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm151,600 SHS COLGATE-PALMOLIVE CO (CL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm161,256 SHS COMCAST CORP CL A (CMCSA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1780 SHS COVETRUS INC (CVET)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18850 SHS CVS HEALTH CORP (CVS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19458 SHS DENTSPLY SIRONA INC (XRAY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm201,700 SHS DOLLAR TREE STORES, INC (DLTR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2140 SHS ECOLAB INC (ECL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm222,800 SHS EXELON CORP (EXC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm233,019 SHS EXXON MOBIL CORP (XOM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm241,540 SHS FASTENAL CO (FAST)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2553 SHS FIRST REPUBLIC BANK (FRC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26250 SHS GENERAL DYNAMICS CORP (GD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm278,000 SHS GENERAL ELECTRIC CO (GE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28100 SHS GILEAD SCIENCES (GILD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29290 SHS GOLDMAN SACHS GROUP, INC (GS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30200 SHS HENRY SCHEIN INC (HSIC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm317,343 SHS HORMEL FOODS CORP (HRL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3256 SHS JPMORGAN CHASE & CO (JPM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm331,400 SHS KINDER MORGAN INC CL P (KMI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34700 SHS L3HARRIS TECHNOLOGIES INC (LHX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3565 SHS LOCKHEED MARTIN CORPORATION CMN (LMT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36750 SHS MC DONALDS CORP (MCD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm371,800 SHS MERCK & CO., INC. (MRK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38500 SHS MICROSOFT CORP (MSFT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39100 SHS MONDELEZ INTERNATIONAL, INC. (MDLZ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm401,700 SHS NEXTERA ENERGY, INC. (NEE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm411,800 SHS NORTHROP GRUMMAN CORP (NOC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4270 SHS PEPSICO, INC. (PEP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm431,617 SHS PFIZER INC. (PFE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm443,930 SHS PHILIP MORRIS INTL INC (PM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45500 SHS PUBLIC-SVC ENTERPRISE GROUP HLDG CO (PEG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm462,197 SHS SCHLUMBERGER LTD (SLB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4730 SHS SHERWIN-WILLIAMS CO (SHW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48107 SHS T. ROWE PRICE GROUP, INC. (TROW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49400 SHS THE KRAFT HEINZ CO (KHC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50129 SHS THERMO FISHER SCIENTIFIC INC (TMO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51450 SHS U.S. BANCORP (USB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm521,100 SHS UNITEDHEALTH GROUP INCORP (UNH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53200 SHS VERISIGN, INC. (VRSN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54650 SHS VERIZON COMMUNICATIONS, INC. (VZ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5570 SHS W.W. GRAINGER INC (GWW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5650 SHS WALT DISNEY COMPANY (DIS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm573,000 SHS WELLS FARGO & CO (WFC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58968 SHS ZOETIS INC. CL A (ZTS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm591,470 SHS THE FINANCIAL SELECT SECTOR SPDR FUND (XLF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6050 SHS AMERICAN TOWER CORP (AMT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm611,428 SHS RESTAURANT BRANDS INTL (QSR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62360 SHS ISHARES GLOBAL HEALTHCARE ETF (IXJ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63200 SHS VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF (VEU)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64853 SHS ISHARES MSCI EAFE ETF (EFA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65600 SHS ISHARES CORE MSCI EAFE ETF (IEFA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66150 SHS ALCON, INC. (ALC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67500 SHS ALIMENTATION COUCHE-TARD INC (ANCUF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm681,700 SHS ASTRAZENECA PLC SPONS ADR (AZN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm692,114 SHS BRITISH AMERICAN TOBACCO PLC SPONS (BTI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm701,000 SHS CNH INDUSTRIAL NV (CNHI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71243 SHS HDFC BANK LIMITED SPONS (HDB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm722,000 SHS INFOSYS LIMITED SPONS (INFY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7385 SHS LINAMAR CORPORATION (LIMAF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7450 SHS LINDE PLC (LIN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75100 SHS LIONS GATE ENTERTAINMENT CORP (LGFA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76100 SHS LIONS GATE ENTERTAINMENT CORP (LGFB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77750 SHS NOVARTIS AG-ADR SPONSORED (NVS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm781,730 SHS NOVO-NORDISK A/S ADR (NVO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm795,400 SHS NUTRIEN LTD. (NTR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80175 SHS RECKITT BENCKISER GROUP (*RECJ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81250 SHS ROCHE HOLDING AG (PTG CERTS) NPV (*RHHVF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82850 SHS SANOFI SPONSORED ADR (SNY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm832,000 SHS TAIWAN SEMICONDUCTOR MFG ADS LTD (TSM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm844,000 SHS TELUS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8580 SHS TENCENT HOLDINGS LIMITED (TCEHY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86400 SHS TEVA PHARMACEUTICAL IND LTD (TEVA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87500 SHS TORONTO DOMINION BANK (TD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm883,500 SHS ISHARES, INC.MSCI JAPAN ETF MUTUAL FUND (EWJ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89310 SHS ISHARES MSCI JAPAN SMALL CAP ETF (SCJ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm902,299 SHS ISHARES MSCI PACIFIC EX JAPAN ETF (EPP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm911,500 VANGUARD FTSE EMERGING MKTS ETF (VWO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92560 SHS COLUMBIA INDIA CONSUMER ETF (INCO)
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0219088
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt020083
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,657,737
Liabilities
$0
Net assets
$7,657,737
Revenue
$1,710,942
Expenses
$1,521,593
Net income
$189,349
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.2$0.00$20.2$1.65$1.95$0.31
2023Summary only. Only limited summary data is available for this year.$20.5$0.00$1.31$1.48$0.17
2022Detailed filing. Detailed filing data is available for this year.$20.8$0.00$20.8$15.1$1.79$13.3
2021Detailed filing. Detailed filing data is available for this year.$7.77$0.00$7.77$0.94$0.68$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.67$0.00$7.67$1.12$0.83$0.29
2019Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$1.71$1.52$0.19
2018Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$0.56$2.15$1.59
2015Summary only. Only limited summary data is available for this year.$8.52$0.00$2.35$0.48$1.87
2014Summary only. Only limited summary data is available for this year.$7.78$0.00$0.90$0.43$0.48
2013Summary only. Only limited summary data is available for this year.$7.42$0.00$0.44$0.38$0.06
2012Summary only. Only limited summary data is available for this year.$7.39$0.00$1.03$0.38$0.64
2011Summary only. Only limited summary data is available for this year.$6.97$0.00$0.64$0.36$0.28