Civic Intelligence

Griffith R Harsh IV and Margaret

EIN 20-8033091 • new york, NY

CO Whtfd Mgmt Llc 300 Park Ave 1720new york, NY 10022
Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Higher debt load relative to assets than 55% of similar nonprofits.

NTEE T • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

58th percentile

0.04x

Higher debt load relative to revenue than 58% of similar nonprofits.

NTEE T • $100M-$250M nonprofits • Source year 2024

Net Margin

60th percentile

35%

Higher net margin than 60% of similar nonprofits.

NTEE T • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

45th percentile

$0

Higher top officer pay than 45% of similar nonprofits.

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

NTEE T • $100M-$250M nonprofits • Source year 2024

Asset Growth

31st percentile

1.9%

Faster asset growth than 31% of similar nonprofits.

NTEE T • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

46th percentile

32%

Faster revenue growth than 46% of similar nonprofits.

NTEE T • $100M-$250M nonprofits • Annualized from 2023 to 2024

Assets

Up

$159,075,520

Up $2,951,539 (+1.9%) from 2023

Liabilities

Up

$581,154

Up $100,761 (+21%) from 2023

Net Assets

Up

$158,494,366

Up $2,850,778 (+1.8%) from 2023

Revenue

Up

$14,671,736

Up $3,549,386 (+32%) from 2023

Expenses

Down

$9,564,813

Down $139,376 (-1.4%) from 2023

Net Income

Up

$5,106,923

Up $3,688,762 (+260%) from 2023

Trend Graphs

Balance Sheet Trend

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

$200M$150M$100M$50M$0Assets 2011: $80,157,393Liabilities 2011: $02011Assets 2012: $95,642,784Liabilities 2012: $2,0082012Assets 2013: $96,062,514Liabilities 2013: $2,6272013Assets 2014: $98,065,666Liabilities 2014: $2,9802014Assets 2015: $120,247,016Liabilities 2015: $02015Assets 2019: $151,868,861Liabilities 2019: $63,113Net Assets 2019: $151,805,7482019Assets 2020: $152,102,598Liabilities 2020: $0Net Assets 2020: $152,102,5982020Assets 2021: $153,022,620Liabilities 2021: $11,443Net Assets 2021: $153,011,1772021Assets 2022: $155,144,153Liabilities 2022: $488,529Net Assets 2022: $154,655,6242022Assets 2023: $156,123,981Liabilities 2023: $480,393Net Assets 2023: $155,643,5882023Assets 2024: $159,075,520Liabilities 2024: $581,154Net Assets 2024: $158,494,3662024

Highlighted filing

2024

Assets$159,075,520
Liabilities$581,154
Net Assets$158,494,366

Operations Trend

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

$40M$30M$20M$10M$0-$10MRevenue 2011: $21,436,083Expenses 2011: $4,490,254Net Income 2011: $16,945,8292011Revenue 2012: $20,736,024Expenses 2012: $5,135,446Net Income 2012: $15,600,5782012Revenue 2013: $30,466,169Expenses 2013: $6,016,832Net Income 2013: $24,449,3372013Revenue 2014: $10,313,429Expenses 2014: $7,356,801Net Income 2014: $2,956,6282014Revenue 2015: $33,701,516Expenses 2015: $8,463,170Net Income 2015: $25,238,3462015Revenue 2019: $9,070,611Expenses 2019: $9,192,955Net Income 2019: -$122,3442019Revenue 2020: $10,825,459Expenses 2020: $9,188,291Net Income 2020: $1,637,1682020Revenue 2021: $10,234,389Expenses 2021: $9,455,985Net Income 2021: $778,4042021Revenue 2022: $10,526,018Expenses 2022: $9,605,552Net Income 2022: $920,4662022Revenue 2023: $11,122,350Expenses 2023: $9,704,189Net Income 2023: $1,418,1612023Revenue 2024: $14,671,736Expenses 2024: $9,564,813Net Income 2024: $5,106,9232024

Highlighted filing

2024

Revenue$14,671,736
Expenses$9,564,813
Net Income$5,106,923

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SILVER PHSNT PTC LLCTrustee-$0--
GRIFFITH HARSH IVDist. Committee Voting Member-$0--
Filing and Contact Details

Filer

Filer Name
Griffith R Harsh IV And Margaret
EIN
20-8033091
In Care Of
% WHITFORD MANAGEMENT LLC
Phone
9295779889
Address
CO WHTFD MGMT LLC 300 PARK AVE 1720, new york, NY 10022

Signing Officer

Name
Judy Chu
Title
Treasurer of PTC
Phone
9295779889
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
71 South Wacker Drive Suite 2600, Chicago, IL 60606
Preparer
Kristen Bolin
Phone
3123573950
Raw XML AppendixShowing 400 of 893 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46RREF II DOMESTIC INVESTORS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47SCP PRIVATE CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48SILVER POINT DISTRESSED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49SLR HEALTHCARE (BDC) ACCESS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50STONE RIDGE ENERGY ACQUISITION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51TCV XI ACCESS OFFSHORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52THOMA BRAVO EXE FND XII A AIV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53THOMA BRAVO FUND XII A GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54THOMA BRAVO EXEC FND XII A LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55TINICUM TAX EXEMPT LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56US REAL PROPERTY INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57VINTAGE REAL ESTATE II (INT'L)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58VINTAGE FUND VI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59VINTAGE VII AIV OFFSHORE SCSP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60VINTAGE FUND VII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61VINTAGE VIII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62BLACKSTONE ISG RESOLUTION LIFE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63AUDAX PRIVATE EQUITY FUND VI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64ANCHORAGE ILLIQUID OPP III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65PROGRESS RESIDENTIAL ACCESS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66MAKENA CAPITAL ASSOCIATES
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/UnrelatedBusinessTaxblIncmAmt025264
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0900099
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt015242
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt02180653
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd001
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt040506
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt017860133
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt014499
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt014499
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt028998
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt010731448
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt08712000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04932790
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt05106923
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0118159855
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0101158
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0110807
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt010746689
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt017165671
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0571
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0522328
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0526046
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt02180653
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-1007743
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt013457
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt013457
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt09414351
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0238603

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