Civic Intelligence

Uncommon Individual Foundation

990PF • Fiscal year 2021 • EIN 22-2741682

Jul 01, 2020 to Jun 30, 2021 • Filed on May 03, 2022

80 W Lancaster AvenueDevon, PA 19333

(610) 520-0180

Siviq Scores

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

Liabilities / Assets

26th percentile

0.01x

Higher debt load relative to assets than 26% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.36x

Higher debt load relative to revenue than 56% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Net Margin

5th percentile

-54%

Higher net margin than 5% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

27th percentile

$137,871

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2021 filings • $50M-$100M nonprofits • Source year 2021

Asset Growth

96th percentile

81%

Faster asset growth than 96% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

78th percentile

54%

Faster revenue growth than 78% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Assets

Up

$75,678,270

Up $33,772,859 (+81%) from 2020

Net Assets

$74,840,156

No earlier filing loaded for comparison.

Liabilities

Up

$838,114

Up $97,855 (+13%) from 2020

Revenue

Up

$2,317,562

Up $815,205 (+54%) from 2020

Expenses

Down

$3,579,417

Down $481,076 (-12%) from 2020

Net Income

Up

-$1,261,855

Up $1,296,281 (+51%) from 2020

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2011: $17,994,707Liabilities 2011: $10,8312011Assets 2012: $17,459,694Liabilities 2012: $759,3902012Assets 2013: $20,305,590Liabilities 2013: $10,3982013Assets 2014: $24,061,836Liabilities 2014: $203,7762014Assets 2015: $22,771,827Liabilities 2015: $48,3242015Assets 2019: $43,505,699Liabilities 2019: $575,6332019Assets 2020: $41,905,411Liabilities 2020: $740,2592020Assets 2021: $75,678,270Liabilities 2021: $838,114Net Assets 2021: $74,840,1562021Assets 2022: $75,904,935Liabilities 2022: $125,609Net Assets 2022: $75,779,3262022Assets 2023: $73,360,386Liabilities 2023: $139,175Net Assets 2023: $73,221,2112023Assets 2024: $70,551,410Liabilities 2024: $272,783Net Assets 2024: $70,278,6272024

Highlighted filing

2021

Assets$75,678,270
Liabilities$838,114
Net Assets$74,840,156

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $45,637Expenses 2011: $764,335Net Income 2011: -$718,6982011Revenue 2012: $51,220Expenses 2012: $1,414,906Net Income 2012: -$1,363,6862012Revenue 2013: $4,039,829Expenses 2013: $1,117,581Net Income 2013: $2,922,2482013Revenue 2014: $194,910Expenses 2014: $1,513,321Net Income 2014: -$1,318,4112014Revenue 2015: $62,777Expenses 2015: $1,883,504Net Income 2015: -$1,820,7272015Revenue 2019: $937,159Expenses 2019: $3,391,908Net Income 2019: -$2,454,7492019Revenue 2020: $1,502,357Expenses 2020: $4,060,493Net Income 2020: -$2,558,1362020Revenue 2021: $2,317,562Expenses 2021: $3,579,417Net Income 2021: -$1,261,8552021Revenue 2022: $3,799,427Expenses 2022: $3,470,837Net Income 2022: $328,5902022Revenue 2023: $2,448,976Expenses 2023: $3,901,946Net Income 2023: -$1,452,9702023Revenue 2024: $2,496,656Expenses 2024: $4,634,760Net Income 2024: -$2,138,1042024

Highlighted filing

2021

Revenue$2,317,562
Expenses$3,579,417
Net Income-$1,261,855
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 3, 2022
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John C CrosbyExecutive DirectorFT$133,500$4,371$137,871
Dr Richard E CarusoChairman Emeritus-$0--
Sally F CarusoSecretaryPT$0--
Gary R DiLellaVP & TreasPT$0--
Gerald N HoltzPresidentPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLiguori AcademyProgram SupportPaidPhiladelphia, PA, US$97,437
Paid Grant-ScholarshipPaidVarious See Schedule, PA, US$65,000
Paid Grant-Program SupportPaidPhiladelphia, PA, US$28,890
Paid GrantCamp Hope for KidsProgram SupportPaidSchwenksville, PA, US$25,000
Paid GrantSurrey ServicesProgram SupportPaidDevon, PA, US$25,000
Paid GrantNew Jersey ScholarsProgram SupportPaidMilburn, NJ, US$20,000
Paid GrantChildrens Brain Tumor FoundationProgram SupportPaidNew York, NY, US$10,000
Paid GrantBoys Town JerusalemProgram SupportPaidWynnewood, PA, US$5,000
Paid GrantAlzheimer's AssociationProgram SupportPaidPhiladelphia, PA, US$1,000
Paid GrantVarious PayeesProgram SupportPaidVarious, PA, US$102
Filing and Contact Details

Filer

Filer Name
Uncommon Individual Foundation
EIN
22-2741682
Phone
6105200180
Address
80 W Lancaster Avenue, Devon, PA 19333

Signing Officer

Name
Gerald N Holtz
Title
President
Phone
6105200180
Signed
2022-05-03
Discuss with paid preparer
Yes

Preparer

Firm
The Provco Group Ltd
Address
795 E LANCASTER AVE SUITE 200, VILLANOVA, PA 19085
Preparer
Gary R Dilella
Phone
6105202010
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9Exterior Signage
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc106/30/2105 Computer Equipment
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc116/30/2015 Video Camera - Studio
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc126/30/2015 Video Equipment
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13FYE 6/16 1st Fl Reno
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14FYE 6/16 Lobby Reno
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15FYE 6/16 Lobby Furniture
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16FYE 6/16 Patio Furniture
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17FYE 6/16 Security Card Reader
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18FYE 6/16 Fire Alarm
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19FYE 6/16 Monument Sign
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20FYE 6/16 Patio
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21FYE 6/16 3D Computer & Scanner
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22FYE 6/17 3D Printer
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23FYE 6/17 Irrigation System
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24FYE 6/18 Fence
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25FYE 6/18 Refrigerator
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26FYE 6/16 Security Cameras
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27FYE 6/18 Bldg Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28FYE 6/18 Computers
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29FYE 6/18 Office Furniture
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30FYE 6/19 Studio Fit Out
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31FYE 6/19 Stillwater Fit Out
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32FYE 6/19 Centric Fit Out
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc33FYE 6/19 Computer Equipment
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34FYE 6/19 Office Furniture
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc35FYE 6/19 Studio Equipment
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc36FYE 06/19 Sign & Awning
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc37FYE 6/19 Studio F&F
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc38FYE 6/19 2nd Floor Building Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc39FYE 6/20 B Riley Fit Out
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc40FYE 6/20 SpeakUp Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc41FYE 6/20 Lobby Renovation
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc42FYE 6/20 Computer Network Upgrade
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt012027450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11911850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt214007597
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36594381
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt45541507
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt51892718
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt64786692
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt71983083
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt810050958
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt93658550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt013433533
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16863718
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt215164060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39611156
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46869127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51867821
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt65886780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt73495657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt810618592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt95772180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Morgan Stanley Account - Marketable Securities
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1The Vanguard Group Account - Marketable Securities
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Morgan Stanley Account - Marketable Securities
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Morgan Stanley Account - Marketable Securities
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Morgan Stanley Account - Marketable Securities
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Morgan Stanley Account - Marketable Securities
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Morgan Stanley Account - Marketable Securities
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Morgan Stanley Account - Marketable Securities
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Morgan Stanley Account - Marketable Securities
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Conestoga Micro Account - Marketable Securities
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01429279
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1276572
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Learn Start I LP Interest
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Learn Start II LP Interest
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01975703
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1276572
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/BusinessCd0523300
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01164815
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0523300
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt034976995
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/BusinessCd0523300
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt018427
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/BusinessCd0531100
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0412033
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0486210
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd1486210
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd2486210
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd3486210
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd4486210
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd5486210
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd6486210
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd7486210
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd8486210
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Partnership Loss on Form 990-T
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1Other Income on Form 990-T
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2Ordinary Income Schedule K-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3Section 1231 Gain
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4Long Term Capital Gain on Schedule K-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc5Short Term Capital Gain on Schedule K-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc6Capital Gain Distributions
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc7Capital Gain - Sale of MLP's
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc8Other Income - MLP's
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-1552
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1-1921
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt2182079
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt3361860
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt43820
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt584306
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt612
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd116
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd216
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd316
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd416
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd516
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd616
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-293358
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt19091
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt037200874
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-284267
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt036916607
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt018050
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt018050
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt02247120
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt034976995
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0133500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0133500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0277429

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