Civic Intelligence

Community Foundation Inc.

990PF • Fiscal year 2023 • EIN 23-7033813

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 18, 2024

Organization Profile
8665 Greenhouse Lane 7221Dallas, TX 75243-1398

(601) 946-9152

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

14th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

64th percentile

11%

Higher net margin than 64% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

34th percentile

0.8%

Faster asset growth than 34% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-62%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$32,552,169

Up $261,460 (+0.8%) from 2022

Net Assets

Up

$32,552,169

Up $261,460 (+0.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin64th percentile

Revenue

Down

$2,327,564

Down $3,825,056 (-62%) from 2022

Expenses

Down

$2,066,104

Down $322,064 (-13%) from 2022

Net Income

Down

$261,460

Down $3,502,992 (-93%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$40M$30M$20M$10M$0Assets 2019: $39,120,996Liabilities 2019: $0Net Assets 2019: $39,120,9962019Assets 2020: $36,472,359Liabilities 2020: $0Net Assets 2020: $36,472,3592020Assets 2021: $28,526,257Liabilities 2021: $0Net Assets 2021: $28,526,2572021Assets 2022: $32,290,709Liabilities 2022: $0Net Assets 2022: $32,290,7092022Assets 2023: $32,552,169Liabilities 2023: $0Net Assets 2023: $32,552,1692023Assets 2024: $29,565,519Liabilities 2024: $0Net Assets 2024: $29,565,5192024

Highlighted filing

2023

Assets$32,552,169
Liabilities$0
Net Assets$32,552,169
Open 2023 Filing

Operations Trend

Revenue Growth6th percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2019: $1,331,125Expenses 2019: $2,006,595Net Income 2019: -$675,4702019Revenue 2020: -$10,738Expenses 2020: $2,637,899Net Income 2020: -$2,648,6372020Revenue 2021: -$6,160,165Expenses 2021: $1,785,937Net Income 2021: -$7,946,1022021Revenue 2022: $6,152,620Expenses 2022: $2,388,168Net Income 2022: $3,764,4522022Revenue 2023: $2,327,564Expenses 2023: $2,066,104Net Income 2023: $261,4602023Revenue 2024: -$918,181Expenses 2024: $2,068,469Net Income 2024: -$2,986,6502024

Highlighted filing

2023

Revenue$2,327,564
Expenses$2,066,104
Net Income$261,460
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 18, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WK PAINEPresident And TreasurerPT$0--
ROBERT H PAINESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Community Foundation Inc
EIN
23-7033813
Phone
6019469152
Address
8665 GREENHOUSE LANE 7221, DALLAS, TX 75243-1398

Signing Officer

Name
Wk Paine
Title
President & Treasurer
Phone
6019469152
Signed
2024-03-18
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
245 PARK AVENUE 12TH FLOOR, NEW YORK, NY 10167
Preparer
Thomas Blaney
Phone
2122862600
Raw XML Appendix302 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/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0358736
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01647594
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01519095
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02006330
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01160359
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01647594
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER PORTFOLIO DEDUCTIONS THRU K-1S
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt045883
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt045883
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013891
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt013891
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WK PAINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06019469152
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COMMUNITY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0COMM
ReturnHeader/Filer/EIN0237033813
ReturnHeader/Filer/PhoneNum06019469152
ReturnHeader/Filer/USAddress/AddressLine1Txt08665 GREENHOUSE LANE 7221
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752431398
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873231666
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PKF O'CONNOR DAVIES ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0245 PARK AVENUE 12TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010167
ReturnHeader/PreparerPersonGrp/PhoneNum02122862600
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS BLANEY
ReturnHeader/ReturnTs02024-03-18T15:57:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PAINE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$32,552,169
Liabilities
$0
Net assets
$32,552,169
Revenue
$2,327,564
Expenses
$2,066,104
Net income
$261,460
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$29.6$0.00$29.6$0.92$2.07$2.99
2023Detailed filing. Detailed filing data is available for this year.$32.6$0.00$32.6$2.33$2.07$0.26
2022Detailed filing. Detailed filing data is available for this year.$32.3$0.00$32.3$6.15$2.39$3.76
2021Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.5$6.16$1.79$7.95
2020Detailed filing. Detailed filing data is available for this year.$36.5$0.00$36.5$0.01$2.64$2.65
2019Detailed filing. Detailed filing data is available for this year.$39.1$0.00$39.1$1.33$2.01$0.68