Civic Intelligence

The H & R Block Foundation

990PF • Fiscal year 2023 • EIN 23-7378232

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile
4801 Main Street Suite 400Kansas City, MO 64112

(816) 854-4361

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

18th percentile

0.01x

Higher debt load relative to revenue than 18% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Net Margin

11th percentile

-50%

Higher net margin than 11% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

21st percentile

$99,311

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2023 filings • $50M-$100M nonprofits • Source year 2023

Asset Growth

51st percentile

5.4%

Faster asset growth than 51% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

41st percentile

1.3%

Faster revenue growth than 41% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$66,354,706

Up $3,373,755 (+5.4%) from 2022

Net Assets

Up

$66,315,980

Up $3,375,807 (+5.4%) from 2022

Liabilities

Down

$38,726

Down $2,052 (-5.0%) from 2022

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin11th percentile

Revenue

Up

$2,791,959

Up $34,630 (+1.3%) from 2022

Expenses

Down

$4,190,984

Down $129,497 (-3.0%) from 2022

Net Income

Up

-$1,399,025

Up $164,127 (+10%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$80M$60M$40M$20M$0Assets 2012: $59,809,580Liabilities 2012: $37,085Net Assets 2012: $59,772,4952012Assets 2013: $64,352,543Liabilities 2013: $51,274Net Assets 2013: $64,301,2692013Assets 2014: $61,986,971Liabilities 2014: $55,143Net Assets 2014: $61,931,8282014Assets 2015: $56,729,987Liabilities 2015: $50,274Net Assets 2015: $56,679,7132015Assets 2016: $57,472,195Liabilities 2016: $49,158Net Assets 2016: $57,423,0372016Assets 2017: $63,648,132Liabilities 2017: $65,667Net Assets 2017: $63,582,4652017Assets 2018: $58,061,446Liabilities 2018: $68,747Net Assets 2018: $57,992,6992018Assets 2020: $70,777,372Liabilities 2020: $81,259Net Assets 2020: $70,696,1132020Assets 2021: $74,399,989Liabilities 2021: $37,131Net Assets 2021: $74,362,8582021Assets 2022: $62,980,951Liabilities 2022: $40,778Net Assets 2022: $62,940,1732022Assets 2023: $66,354,706Liabilities 2023: $38,726Net Assets 2023: $66,315,9802023Assets 2024: $68,309,596Liabilities 2024: $29,003Net Assets 2024: $68,280,5932024

Highlighted filing

2023

Assets$66,354,706
Liabilities$38,726
Net Assets$66,315,980
Open 2023 Filing

Operations Trend

Revenue Growth41st percentile

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

$15M$10M$5.0M$0-$5.0M-$10MExpenses 2012: $2,150,5362012Revenue 2013: $8,010,284Expenses 2013: $3,481,510Net Income 2013: $4,528,7742013Revenue 2014: $1,599,917Expenses 2014: $3,969,358Net Income 2014: -$2,369,4412014Revenue 2015: -$1,685,707Expenses 2015: $3,566,408Net Income 2015: -$5,252,1152015Revenue 2016: $4,231,990Expenses 2016: $3,488,666Net Income 2016: $743,3242016Revenue 2017: $9,747,136Expenses 2017: $3,587,708Net Income 2017: $6,159,4282017Revenue 2018: -$1,808,692Expenses 2018: $3,781,074Net Income 2018: -$5,589,7662018Revenue 2020: $3,295,025Expenses 2020: $3,609,886Net Income 2020: -$314,8612020Revenue 2021: $10,522,062Expenses 2021: $3,771,869Net Income 2021: $6,750,1932021Revenue 2022: $2,757,329Expenses 2022: $4,320,481Net Income 2022: -$1,563,1522022Revenue 2023: $2,791,959Expenses 2023: $4,190,984Net Income 2023: -$1,399,0252023Revenue 2024: $3,333,372Expenses 2024: $4,327,684Net Income 2024: -$994,3122024

Highlighted filing

2023

Revenue$2,791,959
Expenses$4,190,984
Net Income-$1,399,025
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-PresidentPT$91,338$7,973$99,311
-Chairman & Director-$0--
-Vice Chairman & Director-$0--
-Treasurer & Director-$0--
-Secretary & Director-$0--
-Director-$0--
-Director-$0--
-Director-$0--
-Assistant Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
The H & R Block Foundation
EIN
23-7378232
Phone
8168544361
Address
4801 Main Street Suite 400, Kansas City, MO 64112

Signing Officer

Name
David P Miles
Title
President
Phone
8168544361
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Mazars LLP
Address
1201 Walnut Suite 1700, Kansas City, MO 64106-2246
Preparer
Michael Engle
Phone
8162216300
Raw XML AppendixShowing 400 of 577 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt04310
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0Straight Line
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0Property & equipment
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02023-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0SEE PART IV
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt01852157
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0PART XVI-A
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE FOUNDATION FILES A FEDERAL FORM 990-T TO REPORT NET INCOME OR LOSS FROM UNRELATED BUSINESS INCOME RESULTING FROM INVESTMENTS IN VARIOUS PARTNERSHIPS. THE FOUNDATION ACCOUNTS FOR INVESTMENTS IN PARTNERSHIPS ON A GAAP BASIS, AND THEREFORE DOES NOT RECORD UNRELATED BUSINESS INCOME OR LOSS REPORTED ON TAX SCHEDULE K-1 IN ITS BOOKS AND RECORDS. AS A RESULT, NO UNRELATED BUSINESS INCOME OR LOSS IS REPORTED ON FORM 990-PF PART I, COLUMN A, REVENUE AND EXPENSES PER BOOKS OR ON PART XVI-A, ANALYSIS OF INCOME-PRODUCING ACTIVITIES, COLUMNS (A) AND (B), UNRELATED BUSINESS INCOME.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0OTHER INVESTMENT VALUES (SEE ATTACHED)
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IRS990PF/AnalysisOfRevenueAndExpenses/CostOfGoodsSoldAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt06106933
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES (SHORT TERM)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES (LONG TERM)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES (CAPITAL GAIN)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3GAINS FROM PASSTHROUGH ACTIVITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PARAMETRIC FUTURES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5OTHER OUTSIDE SALE OF UNITS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02147738
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03146900
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IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt098234
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$66,354,706
Liabilities
$38,726
Net assets
$66,315,980
Revenue
$2,791,959
Expenses
$4,190,984
Net income
-$1,399,025
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$68.3$0.03$68.3$3.33$4.33$0.99
2023Detailed filing. Detailed filing data is available for this year.$66.4$0.04$66.3$2.79$4.19$1.40
2022Detailed filing. Detailed filing data is available for this year.$63.0$0.04$62.9$2.76$4.32$1.56
2021Detailed filing. Detailed filing data is available for this year.$74.4$0.04$74.4$10.5$3.77$6.75
2020Detailed filing. Detailed filing data is available for this year.$70.8$0.08$70.7$3.30$3.61$0.31
2018Detailed filing. Detailed filing data is available for this year.$58.1$0.07$58.0$1.81$3.78$5.59
2017Detailed filing. Detailed filing data is available for this year.$63.6$0.07$63.6$9.75$3.59$6.16
2016Detailed filing. Detailed filing data is available for this year.$57.5$0.05$57.4$4.23$3.49$0.74
2015Detailed filing. Detailed filing data is available for this year.$56.7$0.05$56.7$1.69$3.57$5.25
2014Detailed filing. Detailed filing data is available for this year.$62.0$0.06$61.9$1.60$3.97$2.37
2013Detailed filing. Detailed filing data is available for this year.$64.4$0.05$64.3$8.01$3.48$4.53
2012Detailed filing. Detailed filing data is available for this year.$59.8$0.04$59.8$2.15