Civic Intelligence

The Taft Foundation

990PF • Fiscal year 2023 • EIN 20-1232852

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 24, 2024

Organization Profile
530 Fifth Avenue 9th FL Suite 805New York, NY 10036

(347) 871-4131

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2023 filings • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

9th percentile

0.00x

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

2023 filings • $100M-$250M nonprofits • Source year 2023

Net Margin

10th percentile

-39%

Higher net margin than 10% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

37th percentile

$284,676

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2023 filings • $100M-$250M nonprofits • Source year 2023

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-41%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$220,938,159

Up $21,357,058 (+11%) from 2022

Net Assets

Up

$220,938,159

Up $21,357,058 (+11%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin10th percentile

Revenue

Down

$9,589,359

Down $6,574,136 (-41%) from 2022

Expenses

Down

$13,348,164

Down $357,417 (-2.6%) from 2022

Net Income

Down

-$3,758,805

Down $6,216,719 (-253%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$300M$200M$100M$0Assets 2011: $21,327,282Liabilities 2011: $02011Assets 2012: $121,790,231Liabilities 2012: $02012Assets 2013: $159,524,935Liabilities 2013: $02013Assets 2014: $183,350,171Liabilities 2014: $02014Assets 2015: $175,494,079Liabilities 2015: $02015Assets 2019: $167,002,859Liabilities 2019: $02019Assets 2020: $171,918,209Liabilities 2020: $0Net Assets 2020: $171,918,2092020Assets 2021: $179,728,457Liabilities 2021: $0Net Assets 2021: $179,728,4572021Assets 2022: $199,581,101Liabilities 2022: $0Net Assets 2022: $199,581,1012022Assets 2023: $220,938,159Liabilities 2023: $0Net Assets 2023: $220,938,1592023Assets 2024: $239,983,928Liabilities 2024: $0Net Assets 2024: $239,983,9282024

Highlighted filing

2023

Assets$220,938,159
Liabilities$0
Net Assets$220,938,159
Open 2023 Filing

Operations Trend

Revenue Growth9th percentile

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

$150M$100M$50M$0-$50MRevenue 2011: $2,041,516Expenses 2011: $1,299,355Net Income 2011: $742,1612011Revenue 2012: $108,627,436Expenses 2012: $8,164,487Net Income 2012: $100,462,9492012Revenue 2013: $41,193,410Expenses 2013: $3,458,706Net Income 2013: $37,734,7042013Revenue 2014: $28,315,938Expenses 2014: $4,490,702Net Income 2014: $23,825,2362014Revenue 2015: $3,520,640Expenses 2015: $11,376,732Net Income 2015: -$7,856,0922015Revenue 2019: $4,175,629Expenses 2019: $11,241,023Net Income 2019: -$7,065,3942019Revenue 2020: $4,166,729Expenses 2020: $12,338,708Net Income 2020: -$8,171,9792020Revenue 2021: $20,078,844Expenses 2021: $12,268,596Net Income 2021: $7,810,2482021Revenue 2022: $16,163,495Expenses 2022: $13,705,581Net Income 2022: $2,457,9142022Revenue 2023: $9,589,359Expenses 2023: $13,348,164Net Income 2023: -$3,758,8052023Revenue 2024: $15,261,940Expenses 2024: $14,574,303Net Income 2024: $687,6372024

Highlighted filing

2023

Revenue$9,589,359
Expenses$13,348,164
Net Income-$3,758,805
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 24, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NINA BERSHADKERExecutive DirectorFT$271,911$12,765$284,676
HOWARD ROTHMANPresident, Board Chair, DirectorPT$94,500$2,700$97,200
PHOEBE BOYERVice President, Secretary, Director-$0--
WILLIAM RUPPVice President, Treasurer, Director-$0--
JOAN ROTHMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Taft Foundation
EIN
20-1232852
Phone
3478714131
Address
530 FIFTH AVENUE 9TH FL SUITE 805, NEW YORK, NY 10036

Signing Officer

Name
Howard Rothman
Title
President and Board Chair
Phone
3478714131
Signed
2024-10-24
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
245 PARK AVENUE 12TH FLOOR, NEW YORK, NY 10167
Preparer
Anan Samara
Phone
2122862600
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ENTERPRISE PRODUCTS PARTNERS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41HUNT (JB) TRANSPRT SVCS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69NEXTERA ENERGY INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76PACKAGING CORP OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79PFIZER INCORPORATED
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93SANDOZ GROUP AG-ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94SEI INVESTMENTS COMPANY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105TJX COMPANIES INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107TRANE TECHNOLOGIES PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108TRUIST FINL CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111UNITED PARCEL SERVICE-CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112UNITEDHEALTH GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116VERTEX PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117VISA INC-CLASS A SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119WALT DISNEY CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120WARNER BROS DISCOVERY INC SER A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121WEYERHAEUSER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122WORKDAY INC-CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123YUM CHINA HOLDINGS INC
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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$220,938,159
Liabilities
$0
Net assets
$220,938,159
Revenue
$9,589,359
Expenses
$13,348,164
Net income
-$3,758,805
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$240$0.00$240$15.3$14.6$0.69
2023Detailed filing. Detailed filing data is available for this year.$221$0.00$221$9.59$13.3$3.76
2022Detailed filing. Detailed filing data is available for this year.$200$0.00$200$16.2$13.7$2.46
2021Detailed filing. Detailed filing data is available for this year.$180$0.00$180$20.1$12.3$7.81
2020Detailed filing. Detailed filing data is available for this year.$172$0.00$172$4.17$12.3$8.17
2019Summary only. Only limited summary data is available for this year.$167$0.00$4.18$11.2$7.07
2015Summary only. Only limited summary data is available for this year.$175$0.00$3.52$11.4$7.86
2014Summary only. Only limited summary data is available for this year.$183$0.00$28.3$4.49$23.8
2013Summary only. Only limited summary data is available for this year.$160$0.00$41.2$3.46$37.7
2012Summary only. Only limited summary data is available for this year.$122$0.00$109$8.16$100
2011Summary only. Only limited summary data is available for this year.$21.3$0.00$2.04$1.30$0.74