Civic Intelligence

Angel Foundation

990PF • Fiscal year 2023 • EIN 20-4591909

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

Organization Profile
Bessemer Tr1271 Ave Of The AmericaNew York, NY 10020

(516) 508-9623

Siviq Scores

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

Liabilities / Assets

77th percentile

0.00x

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

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

71st percentile

0.00x

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

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

Net Margin

73rd percentile

47%

Higher net margin than 73% of similar nonprofits.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

Asset Growth

89th percentile

26%

Faster asset growth than 89% of similar nonprofits.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

45th percentile

-2.2%

Faster revenue growth than 45% of similar nonprofits.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$2,900,709

Up $604,233 (+26%) from 2022

Net Assets

Up

$2,900,709

Up $604,233 (+26%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin73rd percentile

Revenue

Down

$1,285,303

Down $29,171 (-2.2%) from 2022

Expenses

Down

$679,555

Down $1,174,626 (-63%) from 2022

Net Income

Up

$605,748

Up $1,145,455 (+212%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$15M$10M$5.0M$0Assets 2011: $4,681,992Liabilities 2011: $02011Assets 2012: $9,189,687Liabilities 2012: $02012Assets 2013: $10,122,514Liabilities 2013: $02013Assets 2014: $9,468,648Liabilities 2014: $02014Assets 2015: $7,826,010Liabilities 2015: $02015Assets 2019: $5,455,173Liabilities 2019: $0Net Assets 2019: $5,455,1732019Assets 2020: $3,589,708Liabilities 2020: $0Net Assets 2020: $3,589,7082020Assets 2021: $2,836,410Liabilities 2021: $0Net Assets 2021: $2,836,4102021Assets 2022: $2,296,476Liabilities 2022: $0Net Assets 2022: $2,296,4762022Assets 2023: $2,900,709Liabilities 2023: $0Net Assets 2023: $2,900,7092023Assets 2024: $3,496,878Liabilities 2024: $0Net Assets 2024: $3,496,8782024

Highlighted filing

2023

Assets$2,900,709
Liabilities$0
Net Assets$2,900,709
Open 2023 Filing

Operations Trend

Revenue Growth45th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $1,586,982Expenses 2011: $597,322Net Income 2011: $989,6602011Revenue 2012: $7,177,659Expenses 2012: $1,184,057Net Income 2012: $5,993,6022012Revenue 2013: $3,766,096Expenses 2013: $2,832,615Net Income 2013: $933,4812013Revenue 2014: $2,677,157Expenses 2014: $3,164,064Net Income 2014: -$486,9072014Revenue 2015: $1,396,356Expenses 2015: $2,550,127Net Income 2015: -$1,153,7712015Revenue 2019: $536,318Expenses 2019: $2,011,623Net Income 2019: -$1,475,3052019Revenue 2020: $517,787Expenses 2020: $2,383,151Net Income 2020: -$1,865,3642020Revenue 2021: $752,310Expenses 2021: $1,505,593Net Income 2021: -$753,2832021Revenue 2022: $1,314,474Expenses 2022: $1,854,181Net Income 2022: -$539,7072022Revenue 2023: $1,285,303Expenses 2023: $679,555Net Income 2023: $605,7482023Revenue 2024: $1,277,350Expenses 2024: $649,829Net Income 2024: $627,5212024

Highlighted filing

2023

Revenue$1,285,303
Expenses$679,555
Net Income$605,748
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 24, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BESSEMER TRUST COMPANY NATrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Angel Foundation
EIN
20-4591909
Phone
5165089623
Address
BESSEMER TR1271 AVE OF THE AMERICA, NEW YORK, NY 10020

Signing Officer

Name
Marianna Kopach
Title
Corporate Trustee
Phone
5465089648
Signed
2024-04-24
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54205.00 PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5595.00 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5690.00 AMEREN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5730.00 LIVE NATION ENTERTMNT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5884.00 DOLLARAMA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm596.00 POOL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6040.00 EXPEDIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6112.00 ULTA BEAUTY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6281.00 BJ'S WHOLESALE CLUB HOLDIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63115.00 US FOODS HOLDING CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6498.00 CHAMPIONX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6545.00 RYAN SPECIALTY HOLDNGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6663.00 NASDAQ INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6722.00 WEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6853.00 TRADEWEB MARKETS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6913.00 MEDPACE HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7029.00 STERIS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71207.00 AVANTOR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7216.00 COOPER COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm739.00 TELEFLEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7427.00 CLEAN HARBORS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7525.00 EQUIFAX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7610.00 SAIA INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77124.00 WILLSCOT MOBILE MINI HOLDI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7830.00 SMITH A O CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7915.00 LINCOLN ELEC HLDG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8035.00 BOOZ ALLEN HAMILTON HLDGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8120.00 CARLISLE COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8230.00 KEYSIGHT TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8323.00 CDW CORP/DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8416.00 MANHATTAN ASSOCIATES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm856.00 ASM INTERNATIONAL NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8626.00 NICE LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8729366.15 OW SMALL & MIDCAP STRAT FD
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt041054
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03300
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01062216
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0656000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0656000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01002869
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt041054
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt041054
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0605748
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01779043
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01106005
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt02790
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02790
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt055
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt019755
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0659800
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt055
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0679555
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01106060
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01285303
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03800
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt055
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt023555
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0539455
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1177372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0256827
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1805372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt217
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1805372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0796282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1982744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01062216
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0605748
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01585
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt070
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02296476
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02900709
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0113061
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0113061
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0113061
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0128434
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt015373
IRS990PF/DistributableAmountGrp/TotalTaxAmt015373
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0627
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt016000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt015373
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0627
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt015373
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt015373
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt016000
IRS990PF/FMVAssetsEOYAmt03508839
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02296476
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02240895
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03431420
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt077419
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt077419
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03508839
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02296476
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02900709
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02607790
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt042855
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02564935
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt039117
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0128434
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02568673
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02607790
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BESSEMER TRUST COMPANY NA

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Filings

Displayed year

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

Open filing
Assets
$2,900,709
Liabilities
$0
Net assets
$2,900,709
Revenue
$1,285,303
Expenses
$679,555
Net income
$605,748
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$1.28$0.65$0.63
2023Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$1.29$0.68$0.61
2022Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$1.31$1.85$0.54
2021Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.75$1.51$0.75
2020Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.52$2.38$1.87
2019Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$0.54$2.01$1.48
2015Summary only. Only limited summary data is available for this year.$7.83$0.00$1.40$2.55$1.15
2014Summary only. Only limited summary data is available for this year.$9.47$0.00$2.68$3.16$0.49
2013Summary only. Only limited summary data is available for this year.$10.1$0.00$3.77$2.83$0.93
2012Summary only. Only limited summary data is available for this year.$9.19$0.00$7.18$1.18$5.99
2011Summary only. Only limited summary data is available for this year.$4.68$0.00$1.59$0.60$0.99