Civic Intelligence

The William and Mary Greve Foundation

EIN 13-6020724 • Norfolk, CT

View Organization Page

PO Box 490Norfolk, CT 06058
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.01x

Higher debt load relative to assets than 32% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.04x

Higher debt load relative to revenue than 33% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Net Margin

33rd percentile

-0.8%

Higher net margin than 33% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

54th percentile

$168,000

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

9th percentile

-12%

Faster asset growth than 9% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

23%

Faster revenue growth than 69% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$14,995,132

Down $1,954,307 (-12%) from 2023

Liabilities

Up

$168,562

Up $8,673 (+5.4%) from 2023

Net Assets

Down

$14,826,570

Down $1,962,980 (-12%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin33rd percentile

Revenue

Up

$4,205,559

Up $788,652 (+23%) from 2023

Expenses

Up

$4,240,132

Up $255,618 (+6.4%) from 2023

Net Income

Up

-$34,573

Up $533,034 (+94%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $24,903,758Liabilities 2011: $106,5072011Assets 2012: $24,893,995Liabilities 2012: $138,0482012Assets 2013: $26,776,684Liabilities 2013: $183,7442013Assets 2014: $26,310,910Liabilities 2014: $189,8622014Assets 2015: $24,825,696Liabilities 2015: $204,310Net Assets 2015: $24,621,3862015Assets 2016: $23,296,385Liabilities 2016: $142,715Net Assets 2016: $23,153,6702016Assets 2017: $24,178,387Liabilities 2017: $221,469Net Assets 2017: $23,956,9182017Assets 2018: $21,268,052Liabilities 2018: $225,834Net Assets 2018: $21,042,2182018Assets 2019: $24,107,864Liabilities 2019: $233,762Net Assets 2019: $23,874,1022019Assets 2020: $25,578,783Liabilities 2020: $228,255Net Assets 2020: $25,350,5282020Assets 2021: $26,806,956Liabilities 2021: $257,451Net Assets 2021: $26,549,5052021Assets 2022: $17,185,776Liabilities 2022: $158,750Net Assets 2022: $17,027,0262022Assets 2023: $16,949,439Liabilities 2023: $159,889Net Assets 2023: $16,789,5502023Assets 2024: $14,995,132Liabilities 2024: $168,562Net Assets 2024: $14,826,5702024

Highlighted filing

2024

Assets$14,995,132
Liabilities$168,562
Net Assets$14,826,570
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$5.0M$0-$5.0MRevenue 2011: $1,871,060Expenses 2011: $2,980,495Net Income 2011: -$1,109,4352011Revenue 2012: $1,544,640Expenses 2012: $2,763,367Net Income 2012: -$1,218,7272012Revenue 2013: $1,977,817Expenses 2013: $2,666,524Net Income 2013: -$688,7072013Revenue 2014: $1,665,966Expenses 2014: $2,810,583Net Income 2014: -$1,144,6172014Revenue 2015: $1,932,312Expenses 2015: $2,574,491Net Income 2015: -$642,1792015Revenue 2016: $2,874,163Expenses 2016: $2,740,849Net Income 2016: $133,3142016Revenue 2017: $1,062,103Expenses 2017: $2,727,885Net Income 2017: -$1,665,7822017Revenue 2018: $1,132,377Expenses 2018: $2,729,540Net Income 2018: -$1,597,1632018Revenue 2019: $1,514,616Expenses 2019: $2,265,834Net Income 2019: -$751,2182019Revenue 2020: $1,194,940Expenses 2020: $2,446,432Net Income 2020: -$1,251,4922020Revenue 2021: $4,445,583Expenses 2021: $4,083,949Net Income 2021: $361,6342021Revenue 2022: $345,570Expenses 2022: $4,324,674Net Income 2022: -$3,979,1042022Revenue 2023: $3,416,907Expenses 2023: $3,984,514Net Income 2023: -$567,6072023Revenue 2024: $4,205,559Expenses 2024: $4,240,132Net Income 2024: -$34,5732024

Highlighted filing

2024

Revenue$4,205,559
Expenses$4,240,132
Net Income-$34,573
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,995,132
Liabilities
$168,562
Net assets
$14,826,570
Revenue
$4,205,559
Expenses
$4,240,132
Net income
-$34,573
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.0$0.17$14.8$4.21$4.24$0.03
2023Detailed filing. Detailed filing data is available for this year.$16.9$0.16$16.8$3.42$3.98$0.57
2022Detailed filing. Detailed filing data is available for this year.$17.2$0.16$17.0$0.35$4.32$3.98
2021Detailed filing. Detailed filing data is available for this year.$26.8$0.26$26.5$4.45$4.08$0.36
2020Detailed filing. Detailed filing data is available for this year.$25.6$0.23$25.4$1.19$2.45$1.25
2019Detailed filing. Detailed filing data is available for this year.$24.1$0.23$23.9$1.51$2.27$0.75
2018Detailed filing. Detailed filing data is available for this year.$21.3$0.23$21.0$1.13$2.73$1.60
2017Detailed filing. Detailed filing data is available for this year.$24.2$0.22$24.0$1.06$2.73$1.67
2016Detailed filing. Detailed filing data is available for this year.$23.3$0.14$23.2$2.87$2.74$0.13
2015Detailed filing. Detailed filing data is available for this year.$24.8$0.20$24.6$1.93$2.57$0.64
2014Summary only. Only limited summary data is available for this year.$26.3$0.19$1.67$2.81$1.14
2013Summary only. Only limited summary data is available for this year.$26.8$0.18$1.98$2.67$0.69
2012Summary only. Only limited summary data is available for this year.$24.9$0.14$1.54$2.76$1.22
2011Summary only. Only limited summary data is available for this year.$24.9$0.11$1.87$2.98$1.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 1, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANTHONY CM KISERPresident, DirectorPT$140,000$28,000$168,000
JOHN W KISER IIIChairman, DirectorPT$86,000$17,200$103,200
JAMES MOTT CLARK JRSecretary, Director-$0--
Filing and Contact Details

Filer

Filer Name
The William and Mary Greve Foundation
EIN
13-6020724
Phone
9178811659
Address
PO BOX 490, NORFOLK, CT 06058

Signing Officer

Name
Anthony C M Kiser
Title
President
Phone
9178811659
Signed
2025-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
68 SOUTH SERVICE ROAD SUITE 300, MELVILLE, NY 11747-2354
Preparer
Mary Ann Mendel
Phone
6314144000
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0OFFICE FURNISHINGS & EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1OFFICE FURNISHINGS & EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2OFFICE FURNISHINGS & EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3OFFICE FURNISHINGS & EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4OFFICE FURNISHINGS & EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5OFFICE FURNISHINGS & EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6OFFICE FURNISHINGS & EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7ARTWORK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8ARTWORK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9FULLY DEPRECIATED ASSETS TO TIE TO BOOKS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10ARTWORK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11ARTWORK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12ARTWORK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13ARTWORK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14ARTWORK
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20ARTWORK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21ARTWORK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22ARTWORK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23ARTWORK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24ARTWORK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25ARTWORK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26ARTWORK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27ARTWORK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28ARTWORK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29ARTWORK
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc35ARTWORK
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc40ARTWORK
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc49ARTWORK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc50ARTWORK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc51ARTWORK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc52ARTWORK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc53ARTWORK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc54ARTWORK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc55ARTWORK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc56OFFICE FURNISHINGS & EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc57FURNITURE AND FIXTURES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc58ARTWORK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc59COMPUTER EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc60COMPUTER EQUIPMENT
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