Civic Intelligence

Charles M De Forest Foundation XXX-XX-XXXX

990PF • Fiscal year 2022 • EIN 23-7003463

Jan 01, 2022 to Dec 31, 2022 • Filed on May 03, 2023

CO Ftci 280 Park AvenueNew York, NY 10017

(212) 632-4088

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

84th percentile

41%

Higher net margin than 84% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$44

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

58th percentile

3.6%

Faster asset growth than 58% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

7th percentile

-76%

Faster revenue growth than 7% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$19,206

Up $671 (+3.6%) from 2021

Net Assets

Up

$19,206

Up $671 (+3.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$1,647

Down $5,245 (-76%) from 2021

Expenses

Down

$976

Down $11,317 (-92%) from 2021

Net Income

Up

$671

Up $6,072 (+112%) from 2021

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2015: $42,628Liabilities 2015: $0Net Assets 2015: $42,6282015Assets 2016: $36,431Liabilities 2016: $0Net Assets 2016: $36,4312016Assets 2017: $33,808Liabilities 2017: $0Net Assets 2017: $33,8082017Assets 2018: $25,885Liabilities 2018: $0Net Assets 2018: $25,8852018Assets 2019: $26,431Liabilities 2019: $0Net Assets 2019: $26,4312019Assets 2020: $23,934Liabilities 2020: $0Net Assets 2020: $23,9342020Assets 2021: $18,535Liabilities 2021: $0Net Assets 2021: $18,5352021Assets 2022: $19,206Liabilities 2022: $0Net Assets 2022: $19,2062022Assets 2023: $27,269Liabilities 2023: $0Net Assets 2023: $27,2692023Assets 2024: $13,704Liabilities 2024: $0Net Assets 2024: $13,7042024

Highlighted filing

2022

Assets$19,206
Liabilities$0
Net Assets$19,206

Operations Trend

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

$20K$10K$0-$10K-$20KRevenue 2015: $3,070Expenses 2015: $13,976Net Income 2015: -$10,9062015Revenue 2016: $1,488Expenses 2016: $7,676Net Income 2016: -$6,1882016Revenue 2017: $3,866Expenses 2017: $6,485Net Income 2017: -$2,6192017Revenue 2018: $3,515Expenses 2018: $11,466Net Income 2018: -$7,9512018Revenue 2019: $1,982Expenses 2019: $1,443Net Income 2019: $5392019Revenue 2020: $2,531Expenses 2020: $4,983Net Income 2020: -$2,4522020Revenue 2021: $6,892Expenses 2021: $12,293Net Income 2021: -$5,4012021Revenue 2022: $1,647Expenses 2022: $976Net Income 2022: $6712022Revenue 2023: $9,451Expenses 2023: $1,388Net Income 2023: $8,0632023Revenue 2024: $1,070Expenses 2024: $14,635Net Income 2024: -$13,5652024

Highlighted filing

2022

Revenue$1,647
Expenses$976
Net Income$671
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 3, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIDUCIARY TRUST CO INT'LTrustee-$44-$44
ELIZABETH SOLSTADTrustee-$0--
KATHERINE BAILEYTrustee-$0--
KENNETH SOLSTADTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Charles M De Forest Foundation
EIN
23-7003463
Phone
2126324088
Address
CO FTCI 280 PARK AVENUE, NEW YORK, NY 10017

Signing Officer

Name
Fiduciary Tr Co Intl
Title
Trustee
Phone
2126324088
Signed
2023-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Fiduciary Trust Company International
Address
280 PARK AVENUE, NEW YORK, NY 10017
Preparer
Lana Alwari
Phone
2126323000
Raw XML Appendix380 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1161 A KALUAMOO ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21171 BENTON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt35521 GENESTA WALK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1KAILUA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ANOKA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3ST LOUIS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd196734
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd255303
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0814
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0FIDUCIARY TRUST CO INTL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0280 PARK AVE NEW YORK NY
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02126324088
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IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HERITAGE HIGHSTEPPERS BOOSTER CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt014040 ELDORADO PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FRISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0600
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0814
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01297
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0483
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010386
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03150
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07801
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0599
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0483
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0116
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt021337
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010386
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03150
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07801
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0814
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt021453
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt021936
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0141
TaxesSchedule/TaxesDetail/Amt16
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FIDUCIARY TR CO INTL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02126324088
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES M DE FOREST FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0237003463
ReturnHeader/Filer/PhoneNum02126324088
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO FTCI 280 PARK AVENUE
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010017
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135069335
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FIDUCIARY TRUST COMPANY INTERNATIONAL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0280 PARK AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010017
ReturnHeader/PreparerPersonGrp/PhoneNum02126323000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LANA ALWARI
ReturnHeader/ReturnTs02023-05-08T15:27:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FIDUCIARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TR CO INTL
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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