Civic Intelligence

The Eustace Foundation Co Cabrini Asset Management Inc

990PF • Fiscal year 2023 • EIN 22-2664349

Oct 01, 2022 to Sep 30, 2023 • Filed on Feb 13, 2024

Organization Profile
700 S Henderson Road 202King Of Prussia, PA 19406

(610) 832-0880

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

1st percentile

-2363%

Higher net margin than 1% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

5th percentile

-14%

Faster asset growth than 5% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-82%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$11,926,881

Down $1,945,765 (-14%) from 2022

Net Assets

Down

$11,926,881

Down $1,945,765 (-14%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin1st percentile

Revenue

Down

$82,331

Down $376,211 (-82%) from 2022

Expenses

Up

$2,028,096

Up $649,713 (+47%) from 2022

Net Income

Down

-$1,945,765

Down $1,025,924 (-112%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $17,121,741Liabilities 2011: $02011Assets 2012: $18,363,759Liabilities 2012: $02012Assets 2013: $17,486,141Liabilities 2013: $02013Assets 2014: $16,701,647Liabilities 2014: $02014Assets 2015: $14,964,407Liabilities 2015: $02015Assets 2016: $14,379,913Liabilities 2016: $0Net Assets 2016: $14,379,9132016Assets 2017: $13,244,710Liabilities 2017: $0Net Assets 2017: $13,244,7102017Assets 2018: $12,267,138Liabilities 2018: $0Net Assets 2018: $12,267,1382018Assets 2019: $13,084,375Liabilities 2019: $0Net Assets 2019: $13,084,3752019Assets 2020: $13,176,624Liabilities 2020: $0Net Assets 2020: $13,176,6242020Assets 2021: $14,792,487Liabilities 2021: $0Net Assets 2021: $14,792,4872021Assets 2022: $13,872,646Liabilities 2022: $0Net Assets 2022: $13,872,6462022Assets 2023: $11,926,881Liabilities 2023: $0Net Assets 2023: $11,926,8812023

Highlighted filing

2023

Assets$11,926,881
Liabilities$0
Net Assets$11,926,881
Open 2023 Filing

Operations Trend

Revenue Growth3rd percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,213,038Expenses 2011: $1,330,621Net Income 2011: -$117,5832011Revenue 2012: $3,140,671Expenses 2012: $1,393,609Net Income 2012: $1,747,0622012Revenue 2013: $718,003Expenses 2013: $1,556,818Net Income 2013: -$838,8152013Revenue 2014: $400,513Expenses 2014: $2,211,943Net Income 2014: -$1,811,4302014Revenue 2015: $1,166,359Expenses 2015: $2,876,896Net Income 2015: -$1,710,5372015Revenue 2016: $1,499,825Expenses 2016: $2,084,319Net Income 2016: -$584,4942016Revenue 2017: $1,252,238Expenses 2017: $2,387,441Net Income 2017: -$1,135,2032017Revenue 2018: $1,030,874Expenses 2018: $2,008,446Net Income 2018: -$977,5722018Revenue 2019: $2,349,922Expenses 2019: $1,532,685Net Income 2019: $817,2372019Revenue 2020: $837,243Expenses 2020: $744,994Net Income 2020: $92,2492020Revenue 2021: $2,953,491Expenses 2021: $1,337,628Net Income 2021: $1,615,8632021Revenue 2022: $458,542Expenses 2022: $1,378,383Net Income 2022: -$919,8412022Revenue 2023: $82,331Expenses 2023: $2,028,096Net Income 2023: -$1,945,7652023

Highlighted filing

2023

Revenue$82,331
Expenses$2,028,096
Net Income-$1,945,765
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Feb 13, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J EUSTACE WOLFINGTONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Eustace Foundation
EIN
22-2664349
Address
700 S HENDERSON ROAD 202, KING OF PRUSSIA, PA 19406

Signing Officer

Name
J Eustace Wolfington
Title
Trustee
Signed
2024-02-13
Discuss with paid preparer
Yes

Preparer

Firm
Stein Feldman & Sampson LLC
Address
7 ESkippack Pike Suite 250B, Ambler, PA 19002
Preparer
Richard Feldman
Phone
6108320880
Raw XML Appendix247 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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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE EUSTACE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO CABRINI ASSET MANAGEMENT INC
ReturnHeader/Filer/BusinessNameControlTxt0EUST
ReturnHeader/Filer/EIN0222664349
ReturnHeader/Filer/USAddress/AddressLine1Txt0700 S HENDERSON ROAD 202
ReturnHeader/Filer/USAddress/CityNm0KING OF PRUSSIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019406
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0233024152
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stein Feldman & Sampson LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07 ESkippack Pike Suite 250B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ambler
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019002
ReturnHeader/PreparerPersonGrp/PhoneNum06108320880
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD FELDMAN
ReturnHeader/ReturnTs02024-02-13T10:23:17-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0J EUSTACE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WOLFINGTON
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$11,926,881
Liabilities
$0
Net assets
$11,926,881
Revenue
$82,331
Expenses
$2,028,096
Net income
-$1,945,765
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.08$2.03$1.95
2022Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$0.46$1.38$0.92
2021Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$2.95$1.34$1.62
2020Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$0.84$0.74$0.09
2019Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$2.35$1.53$0.82
2018Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$1.03$2.01$0.98
2017Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$1.25$2.39$1.14
2016Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$1.50$2.08$0.58
2015Summary only. Only limited summary data is available for this year.$15.0$0.00$1.17$2.88$1.71
2014Summary only. Only limited summary data is available for this year.$16.7$0.00$0.40$2.21$1.81
2013Summary only. Only limited summary data is available for this year.$17.5$0.00$0.72$1.56$0.84
2012Summary only. Only limited summary data is available for this year.$18.4$0.00$3.14$1.39$1.75
2011Summary only. Only limited summary data is available for this year.$17.1$0.00$1.21$1.33$0.12