Civic Intelligence

United States Naval Academy Foundation Inc.

990T • Fiscal year 2021 • EIN 23-7003516

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 22, 2022

Organization ProfileWWW.USNA.COM
247 King George StreetAnnapolis, MD 21402

(410) 295-4000

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400M$300M$200M$100M$0Assets 2010: $120,316,556Liabilities 2010: $10,264,904Net Assets 2010: $110,051,6522010Assets 2011: $132,389,185Liabilities 2011: $9,084,735Net Assets 2011: $123,304,4502011Assets 2013: $148,778,148Liabilities 2013: $7,362,536Net Assets 2013: $141,415,6122013Assets 2014: $171,175,970Liabilities 2014: $10,065,651Net Assets 2014: $161,110,3192014Assets 2015: $180,489,959Liabilities 2015: $7,983,115Net Assets 2015: $172,506,8442015Assets 2016: $187,584,848Liabilities 2016: $9,291,051Net Assets 2016: $178,293,7972016Assets 2017: $216,797,560Liabilities 2017: $9,658,149Net Assets 2017: $207,139,4112017Assets 2018: $245,078,348Liabilities 2018: $8,621,448Net Assets 2018: $236,456,9002018Assets 2019: $258,055,027Liabilities 2019: $9,766,040Net Assets 2019: $248,288,9872019Assets 2020: $271,795,250Liabilities 2020: $9,530,939Net Assets 2020: $262,264,3112020Assets 2022: $305,968,176Liabilities 2022: $10,754,679Net Assets 2022: $295,213,4972022

Latest loaded filing

2022

Assets$305,968,176
Liabilities$10,754,679
Net Assets$295,213,497
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80M$60M$40M$20M$0-$20MExpenses 2010: $17,002,8032010Expenses 2011: $17,133,6432011Expenses 2013: $22,948,4182013Revenue 2014: $45,956,188Expenses 2014: $30,516,058Net Income 2014: $15,440,1302014Revenue 2015: $46,416,712Expenses 2015: $26,933,857Net Income 2015: $19,482,8552015Revenue 2016: $54,075,568Expenses 2016: $40,617,843Net Income 2016: $13,457,7252016Revenue 2017: $56,632,468Expenses 2017: $39,184,404Net Income 2017: $17,448,0642017Revenue 2018: $60,767,594Expenses 2018: $34,960,408Net Income 2018: $25,807,1862018Revenue 2019: $53,398,115Expenses 2019: $48,389,329Net Income 2019: $5,008,7862019Revenue 2020: $66,993,780Expenses 2020: $48,811,477Net Income 2020: $18,182,3032020Revenue 2022: $47,603,619Expenses 2022: $48,937,066Net Income 2022: -$1,333,4472022

Latest loaded filing

2022

Revenue$47,603,619
Expenses$48,937,066
Net Income-$1,333,447
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 22, 2022
Return Version
2020v1.3
Mission and Program Overview

Mission

To support, promote, and advance the mission of the naval academy.

Filing and Contact Details

Filer

Filer Name
US Naval Academy Foundation Inc
EIN
23-7003516
Phone
4102954000
Address
247 KING GEORGE STREET, ANNAPOLIS, MD 21402

Signing Officer

Name
Robert Gast
Title
CFO and Treasurer
Phone
4102954000
Signed
2022-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
100 INTERNATIONAL DRIVE SUITE 1400, BALTIMORE, MD 21202
Preparer
Julia Flannery
Phone
4102469300
Raw XML Appendix104 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.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt00
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0-3526
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0-25870
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-3526
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-25870
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-3526
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0FROM 2020 K-1'S
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-3526
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-25870
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0FROM 2020 K-1'S
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-25870
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0LISA STROBEL SR DIRECTOR OF FINA
IRS990T/BooksInCareOfDetail/PhoneNum04102954000
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0247 KING GEORGE STREET
IRS990T/BooksInCareOfDetail/USAddress/CityNm0ANNAPOLIS
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd021402
IRS990T/BookValueAssetsEOYAmt0331714377
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/ItmzdSupplementalInfoGrp/ExplanationTxt0ELECTION TO WAIVE THE NET OPERATING LOSS CARRYBACK PERIODUNITED STATES NAVAL ACADEMY FOUNDATION, INC.247 KING GEORGE STANNAPOLIS, MD 21402EMPLOYER IDENTIFICATION NUMBER: 23-7003516FOR THE YEAR ENDING JUNE 30, 2019, JUNE 30, 2020, AND JUNE 30, 2021UNITED STATES NAVAL ACADEMY FOUNDATION, INC. HEREBY ELECTS, PURSUANT TO SEC. 172(B)(3) OF THE INTERNAL REVENUE CODE UNDER REV. PROC. 202024, TO RELINQUISH THE ENTIRE CARRYBACK PERIOD WITH RESPECT TO THE NET OPERATING LOSS INCURRED FOR THE TAX YEAR ENDED JUNE 30, 2019, JUNE 30, 2020 AND JUNE 30, 2021, AND WILL HAVE SUCH LOSS AVAILABLE FOR CARRYFORWARD ONLY.
IRS990T/ItmzdSupplementalInfoGrp/LineNum017
IRS990T/ItmzdSupplementalInfoGrp/PartNum0SCH A, PART II
IRS990T/NetOperatingLossDeductionAmt049017
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt05783
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt010647
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt016430
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalOrdinaryGainLossAmt0-53723
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0119170
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt065447
IRS990TScheduleA/TotUnrltTrdBusIncmAmt065447
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT IN LIMITED PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt049017
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt049017
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt049017
IRS990T/TotalUBTIComputedAmt049017
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT GAST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO AND TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04102954000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0US NAVAL ACADEMY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0USNA
ReturnHeader/Filer/EIN0237003516
ReturnHeader/Filer/PhoneNum04102954000
ReturnHeader/Filer/USAddress/AddressLine1Txt0247 KING GEORGE STREET
ReturnHeader/Filer/USAddress/CityNm0ANNAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021402
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 INTERNATIONAL DRIVE SUITE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALTIMORE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021202
ReturnHeader/PreparerPersonGrp/PhoneNum04102469300
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIA FLANNERY
ReturnHeader/ReturnTs02022-04-22T13:06:33-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GAST
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$306$10.8$295$47.6$48.9$1.33
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$272$9.53$262$67.0$48.8$18.2
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$258$9.77$248$53.4$48.4$5.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$245$8.62$236$60.8$35.0$25.8
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$217$9.66$207$56.6$39.2$17.4
2016Detailed filing. Detailed filing data is available for this year.$188$9.29$178$54.1$40.6$13.5
2015Detailed filing. Detailed filing data is available for this year.$180$7.98$173$46.4$26.9$19.5
2014Detailed filing. Detailed filing data is available for this year.$171$10.1$161$46.0$30.5$15.4
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$149$7.36$141$22.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$132$9.08$123$17.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$120$10.3$110$17.0