Civic Intelligence

The Pritchard Foundation

990PF • Fiscal year 2016 • EIN 23-7982138

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 11, 2017

2745 Sea Grove LaneFernandina Beach, FL 32034-4837

(904) 844-2953

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

12th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

91st percentile

53%

Higher net margin than 91% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

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.

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

58th percentile

3.5%

Faster asset growth than 58% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-89%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

$12,564,027

No earlier filing loaded for comparison.

Net Assets

$12,564,027

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$805,667

No earlier filing loaded for comparison.

Expenses

$377,872

No earlier filing loaded for comparison.

Net Income

$427,795

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2016: $12,564,027Liabilities 2016: $0Net Assets 2016: $12,564,0272016Assets 2017: $12,965,786Liabilities 2017: $0Net Assets 2017: $12,965,7862017Assets 2019: $14,506,538Liabilities 2019: $0Net Assets 2019: $14,506,5382019Assets 2020: $16,662,755Liabilities 2020: $0Net Assets 2020: $16,662,7552020Assets 2021: $19,859,735Liabilities 2021: $0Net Assets 2021: $19,859,7352021Assets 2022: $19,508,888Liabilities 2022: $0Net Assets 2022: $19,508,8882022Assets 2024: $22,041,765Liabilities 2024: $0Net Assets 2024: $22,041,7652024

Highlighted filing

2016

Assets$12,564,027
Liabilities$0
Net Assets$12,564,027

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2016: $805,667Expenses 2016: $377,872Net Income 2016: $427,7952016Revenue 2017: $1,190,796Expenses 2017: $789,037Net Income 2017: $401,7592017Revenue 2019: $1,333,782Expenses 2019: $703,292Net Income 2019: $630,4902019Revenue 2020: $8,001,724Expenses 2020: $652,241Net Income 2020: $7,349,4832020Revenue 2021: $6,270,548Expenses 2021: $1,707,701Net Income 2021: $4,562,8472021Revenue 2022: $1,752,836Expenses 2022: $2,064,832Net Income 2022: -$311,9962022Revenue 2024: $1,154,570Expenses 2024: $1,844,005Net Income 2024: -$689,4352024

Highlighted filing

2016

Revenue$805,667
Expenses$377,872
Net Income$427,795
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 11, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEE P KLINGENSTEINTrusteePT$0--
PETER JOANNE ZIESINGTrusteePT$0--
ALLEN GROSSMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Pritchard Foundation
EIN
23-7982138
Phone
9048442953
Address
2745 Sea Grove Lane, Fernandina Beach, FL 32034-4837

Signing Officer

Name
Lee P Klingenstein
Title
Trustee
Phone
9048442953
Signed
2017-07-11
Discuss with paid preparer
Yes

Preparer

Firm
Common Cents Accounting Services Inc
Address
2069 Village Ln, Fernandina Beach, FL 32034
Preparer
Sara Kay Newton
Phone
9048442953
Raw XML Appendix379 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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER FORMAT AND DESCRIPTION AND PURPOSE OF ORGANIZATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0LEE P KLINGENSTEIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02124765850
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0605 Third Ave 23rd Floor
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0New York
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd010158
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Horizons Student Enrichment Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Franklin & Marshall College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2American University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Providence College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4UConn Storrs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5University of Vermont
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6University of New England
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Exempt
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4Exempt
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt055 Wellesley Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1Po Box 3003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24400 Mass Ave NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31 Cunningham Square
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4233 Glenbrook Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt585 S Prospect St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6Po Box 6442
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New Canaan
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Lancaster
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Providence
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Storrs Mansfield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Burlington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Brattleboro
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5VT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006840
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd117604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd220016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302918
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd406269
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd505405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd605302
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0220000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0377872
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0549381
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0377872
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0125099
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0171509
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0125099
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt0111526
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0111526
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Neuberger Berman Investment Advice
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0111526
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0111526
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt040282
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1314
TaxesSchedule/TaxesDetail/Amt040282
TaxesSchedule/TaxesDetail/Amt1314
TaxesSchedule/TaxesDetail/CategoryTxt0Excise
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt040282
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1314
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt040282
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1314
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEE P KLINGENSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09048442953
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pritchard Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PRIT
ReturnHeader/Filer/EIN0237982138
ReturnHeader/Filer/PhoneNum09048442953
ReturnHeader/Filer/USAddress/AddressLine1Txt02745 Sea Grove Lane
ReturnHeader/Filer/USAddress/CityNm0Fernandina Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0320344837
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId059BBA10D7DF3EB4C70A23BEFE16EC425760E0AC6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId059BBA10D7DF3EB4C70A23BEFE16EC425760E0AC6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.106.205.24
ReturnHeader/FilingSecurityInformation/IPDt02017-07-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:15:02
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Common Cents Accounting Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02069 Village Ln
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fernandina Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032034
ReturnHeader/PreparerPersonGrp/PhoneNum09048442953
ReturnHeader/PreparerPersonGrp/PreparationDt02017-07-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARA KAY NEWTON
ReturnHeader/ReturnTs02017-07-13T11:15:17-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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