Civic Intelligence

De Graffenried Family Foundation C/O Clarfeld Financial Advisors

990PF • Fiscal year 2020 • EIN 20-3937788

Oct 01, 2019 to Sep 30, 2020 • Filed on Nov 13, 2020

520 White Plains RoadTarrytown, NY 10591

(914) 846-0100

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

16th percentile

-43%

Higher net margin than 16% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

17th percentile

-23%

Faster asset growth than 17% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

22nd percentile

-50%

Faster revenue growth than 22% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$3,307

Down $998 (-23%) from 2019

Net Assets

$3,307

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$2,302

Down $2,311 (-50%) from 2019

Expenses

Down

$3,300

Down $1,300 (-28%) from 2019

Net Income

Down

-$998

Down $1,011 (-7777%) from 2019

Historical Trend

Balance Sheet Trend

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

$6.0K$4.0K$2.0K$0Assets 2012: $5,249Liabilities 2012: $02012Assets 2013: $5,249Liabilities 2013: $02013Assets 2014: $5,249Liabilities 2014: $02014Assets 2015: $5,251Liabilities 2015: $02015Assets 2019: $4,305Liabilities 2019: $02019Assets 2020: $3,307Liabilities 2020: $0Net Assets 2020: $3,3072020Assets 2021: $3,307Liabilities 2021: $0Net Assets 2021: $3,3072021Assets 2022: $3,309Liabilities 2022: $0Net Assets 2022: $3,3092022Assets 2023: $3,323Liabilities 2023: $0Net Assets 2023: $3,3232023Assets 2024: $3,338Liabilities 2024: $0Net Assets 2024: $3,3382024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2020

Assets$3,307
Liabilities$0
Net Assets$3,307

Operations Trend

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

$10K$5.0K$0-$5.0KRevenue 2012: $4,025Expenses 2012: $4,025Net Income 2012: $02012Revenue 2013: $4,025Expenses 2013: $4,025Net Income 2013: $02013Revenue 2014: $2,025Expenses 2014: $2,025Net Income 2014: $02014Revenue 2015: $2,027Expenses 2015: $2,025Net Income 2015: $22015Revenue 2019: $4,613Expenses 2019: $4,600Net Income 2019: $132019Revenue 2020: $2,302Expenses 2020: $3,300Net Income 2020: -$9982020Revenue 2021: $2,300Expenses 2021: $2,300Net Income 2021: $02021Revenue 2022: $2Expenses 2022: $0Net Income 2022: $22022Revenue 2023: $14Expenses 2023: $0Net Income 2023: $142023Revenue 2024: $15Expenses 2024: $0Net Income 2024: $152024Revenue 2025: $6,487Expenses 2025: $9,823Net Income 2025: -$3,3362025

Highlighted filing

2020

Revenue$2,302
Expenses$3,300
Net Income-$998
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Nov 13, 2020
Return Version
2019v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARTHUR M DE GRAFFENRIED IIIDirector/As Required-$0--
MARIA DEL PILAR DE GRAFFENRIEDDirector/As Required-$0--
CHRISTOPHER DE GRAFFENRIEDDirector/As Required-$0--
Filing and Contact Details

Filer

Filer Name
De Graffenried Family Foundation
EIN
20-3937788
Phone
9148460100
Address
520 WHITE PLAINS ROAD, TARRYTOWN, NY 10591

Signing Officer

Name
Arthur M De Graffenried Iii
Title
Officer
Phone
9148460100
Signed
2020-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Clarfeld Financial Advisors LLC
Address
520 WHITE PLAINS ROAD 3RD FLOOR, TARRYTOWN, NY 10591-5112
Preparer
Sandra a Fabery
Phone
9148460100
Raw XML Appendix283 raw XML fields

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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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0181
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt096
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0915
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0819
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt096
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt0259
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0819
IRS990PF/UndistributedIncomeGrp/Taxable1Amt0259
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0915
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt096
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0259
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ARTHUR M DE GRAFFENREID III
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt022 WEST 66TH STREET 13
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0NEW YORK
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd010023
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ARTHUR M DE GRAFFENRIED III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09148460100
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DE GRAFFENRIED FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CLARFELD FINANCIAL ADVISORS
ReturnHeader/Filer/BusinessNameControlTxt0DEGR
ReturnHeader/Filer/EIN0203937788
ReturnHeader/Filer/PhoneNum09148460100
ReturnHeader/Filer/USAddress/AddressLine1Txt0520 WHITE PLAINS ROAD
ReturnHeader/Filer/USAddress/CityNm0TARRYTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010591
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463179237
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLARFELD FINANCIAL ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0520 WHITE PLAINS ROAD 3RD FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TARRYTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0105915112
ReturnHeader/PreparerPersonGrp/PhoneNum09148460100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA A FABERY
ReturnHeader/ReturnTs02021-04-10T13:22:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

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