Civic Intelligence

The Austin Foundation Inc

990PF • Fiscal year 2018 • EIN 14-1777852

Dec 01, 2017 to Nov 30, 2018 • Filed on Jul 16, 2019

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

61st percentile

8.5%

Higher net margin than 61% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

49th percentile

0.6%

Faster asset growth than 49% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

12th percentile

-28%

Faster revenue growth than 12% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$2,340,054

Up $13,824 (+0.6%) from 2017

Net Assets

Up

$2,340,054

Up $13,824 (+0.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin61st percentile

Revenue

Down

$162,881

Down $62,116 (-28%) from 2017

Expenses

Up

$149,057

Up $12,839 (+9.4%) from 2017

Net Income

Down

$13,824

Down $74,955 (-84%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,383,910Liabilities 2011: $02011Assets 2012: $2,376,685Liabilities 2012: $02012Assets 2013: $2,351,206Liabilities 2013: $0Net Assets 2013: $2,351,2062013Assets 2014: $2,322,108Liabilities 2014: $0Net Assets 2014: $2,322,1082014Assets 2015: $2,275,569Liabilities 2015: $0Net Assets 2015: $2,275,5692015Assets 2016: $2,237,451Liabilities 2016: $0Net Assets 2016: $2,237,4512016Assets 2017: $2,326,230Liabilities 2017: $0Net Assets 2017: $2,326,2302017Assets 2018: $2,340,054Liabilities 2018: $0Net Assets 2018: $2,340,0542018Assets 2019: $2,318,676Liabilities 2019: $0Net Assets 2019: $2,318,6762019Assets 2020: $2,291,712Liabilities 2020: $0Net Assets 2020: $2,291,7122020Assets 2021: $2,404,197Liabilities 2021: $0Net Assets 2021: $2,404,1972021Assets 2022: $2,394,362Liabilities 2022: $0Net Assets 2022: $2,394,3622022Assets 2023: $2,319,948Liabilities 2023: $0Net Assets 2023: $2,319,9482023Assets 2024: $2,267,378Liabilities 2024: $0Net Assets 2024: $2,267,3782024

Highlighted filing

2018

Assets$2,340,054
Liabilities$0
Net Assets$2,340,054
Open 2018 Filing

Operations Trend

Revenue Growth12th percentile

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

$400K$200K$0-$200KRevenue 2011: $361,174Expenses 2011: $136,605Net Income 2011: $224,5692011Revenue 2012: $127,725Expenses 2012: $134,950Net Income 2012: -$7,2252012Expenses 2013: $148,0982013Revenue 2014: $116,144Expenses 2014: $145,242Net Income 2014: -$29,0982014Revenue 2015: $119,686Expenses 2015: $166,225Net Income 2015: -$46,5392015Revenue 2016: $89,314Expenses 2016: $127,432Net Income 2016: -$38,1182016Revenue 2017: $224,997Expenses 2017: $136,218Net Income 2017: $88,7792017Revenue 2018: $162,881Expenses 2018: $149,057Net Income 2018: $13,8242018Revenue 2019: $151,574Expenses 2019: $173,952Net Income 2019: -$22,3782019Revenue 2020: $119,080Expenses 2020: $146,044Net Income 2020: -$26,9642020Revenue 2021: $229,295Expenses 2021: $116,810Net Income 2021: $112,4852021Revenue 2022: $143,360Expenses 2022: $153,195Net Income 2022: -$9,8352022Revenue 2023: $76,493Expenses 2023: $150,906Net Income 2023: -$74,4132023Revenue 2024: $128,993Expenses 2024: $181,563Net Income 2024: -$52,5702024

Highlighted filing

2018

Revenue$162,881
Expenses$149,057
Net Income$13,824
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Jul 16, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen HeadDirector-$0--
Kimberly A HeadDir, Pres-$0--
Filing and Contact Details

Filer

Filer Name
The Austin Foundation Inc
EIN
14-1777852
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Kimberly Head
Title
President
Phone
8008391754
Signed
2019-07-16
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CAUSEWAY INTERNATIONAL VALUE F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CELGENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CHARLES SCHWAB CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CHARTER COMMUNICATIONS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CHUBB LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26DB X TRACKERS MSCI JAPAN HEDGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27DELTA AIR LINES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28DIAMOND HILL LONG SHORT FUND C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29DIAMONDBACK ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30DODGE & COX FUNDS INTERNATIONA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31DODGE & COX INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32DOLLAR TREE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33DOUBLELINE TOTAL RETURN BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34DOWDUPONT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35EASTMAN CHEMICAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ELECTRONIC ARTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ESTEE LAUDER COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41FIDELITY 500 INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42FIDELITY INTERNATL INDEX INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43FIDELITY NATIONAL INFORMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44GATEWAY FUND CLASS N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45GEN DYNAMICS CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49HONEYWELL INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50INTERCONTINENTAL EXCHANGE, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51INVESCO QQQ TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52ISHARES CORE MSCI EMERGING MAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53ISHARES GOLD TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54ISHARES MSCI INDIA ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55ISHARES MSCI-JAPAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56ISHARES TRUST- ISHARES MSCI AL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58KEYCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MARATHON PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MATTHEWS ASIA DIVIDEND FUND IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66MONDELEZ INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69NEUBERGER BERMAN ALTRNTIVE FDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70NEUBERGER BERMAN GREATER CHINA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71NEXTERA ENERGY, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72NISOURCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73NORFOLK SOUTHERN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74NORTHROP GRUMMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76O'REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77OAKMARK INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78OCCIDENTAL PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79PARKER HANNIFIN CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80PARNASSUS EQUITY INCOME FUND I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81PARSLEY ENERGY INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82PAYPAL HOLDINGS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85PHILIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86PIONEER NAT RES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87PRIMECAP ODYSSEY STOCK FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88PRUDENTIAL GLOBAL REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89PVH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90SALESFORCE.COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91SCHWAB US TIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92SPDR S&P 500 ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93SPDR SER TR S&P OIL & GAS EXPL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94STANLEY BLACK & DECKER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95SVB FINANCIAL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97THE ARBITRAGE FUND CLASS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98THE COCA-COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99TORTOISE MLP AND PIPELINE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100UNION PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103VANGUARD MID-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104VANGUARD TOTAL BOND MARKET IND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105VERTEX PHARMCTLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107WALT DISNEY HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108WASTE CONNECTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110WEX, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111WORLDPAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112YUM BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113ZIMMER BIOMET HOLDINGS
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0109659
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0162881
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0109659
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0108500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0108500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt052102
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt052102
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt013824
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0914588
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01120
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01120
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0109659
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015807
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt019400
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt019400
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05350
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt019405
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0162881
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0109659
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02340054
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0127397
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0127397
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02870
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02870

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,340,054
Liabilities
$0
Net assets
$2,340,054
Revenue
$162,881
Expenses
$149,057
Net income
$13,824
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.13$0.18$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.08$0.15$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.14$0.15$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.23$0.12$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.12$0.15$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.15$0.17$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.16$0.15$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.22$0.14$0.09
2016Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.09$0.13$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.12$0.17$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.12$0.15$0.03
2013Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.15
2012Summary only. Only limited summary data is available for this year.$2.38$0.00$0.13$0.13$0.01
2011Summary only. Only limited summary data is available for this year.$2.38$0.00$0.36$0.14$0.22