Civic Intelligence

The Pritchard Foundation

990PF • Fiscal year 2021 • EIN 23-7982138

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 01, 2022

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55 Wellesley DriveNew Canaan, CT 06840

(203) 962-8589

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

92nd percentile

73%

Higher net margin than 92% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$160,000

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

73rd percentile

19%

Faster asset growth than 73% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

12th percentile

-22%

Faster revenue growth than 12% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Assets

Up

$19,859,735

Up $3,196,980 (+19%) from 2020

Net Assets

Up

$19,859,735

Up $3,196,980 (+19%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$6,270,548

Down $1,731,176 (-22%) from 2020

Expenses

Up

$1,707,701

Up $1,055,460 (+162%) from 2020

Net Income

Down

$4,562,847

Down $2,786,636 (-38%) from 2020

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 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

2021

Assets$19,859,735
Liabilities$0
Net Assets$19,859,735

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 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

2021

Revenue$6,270,548
Expenses$1,707,701
Net Income$4,562,847
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 1, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOANNE ZIESINGTrusteePT$160,000-$160,000
PETER ZIESINGTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Pritchard Foundation
EIN
23-7982138
Phone
2039628589
Address
55 WELLESLEY DRIVE, NEW CANAAN, CT 06840

Signing Officer

Name
Peter Ziesing
Title
Trustee
Phone
2039628589
Signed
2022-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
35 MASON STREET, GREENWICH, CT 06830
Preparer
Lawrence Mcdermott
Phone
2036813100
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt06055
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02289873
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02289873
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03822
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03822
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07644
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01987408
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0160000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0160000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01256000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01256000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt03980675
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0296380
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0296380
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt04562847
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt08990098
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt07021
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt07022
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt014043
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01987408
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02051023
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01512
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01512
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt06055
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt06055
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0227532
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0227532
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt011666
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0474
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt040970
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01440021
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0238850
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01707701
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02289873
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06270548
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0184021
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0238850
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0451701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03103354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13899336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0240392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11651183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt295833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0240392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11651183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt295833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03343746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15550519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt295833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0NEUBERGER BERMAN 22166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1NEUBERGER BERMAN 22166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FROM HELEN AMMEN ESTATE SCHEDULE K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01987408
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt04562847
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01365867
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt021225602
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt016662755
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt019859735
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01236103
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01236103
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01236103
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01264612
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt028509
IRS990PF/DistributableAmountGrp/TotalTaxAmt028509
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt019425
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt091
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt018025
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt030000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt028509
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt019425
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt028509
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt028509
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt048025
IRS990PF/FMVAssetsEOYAmt031022514
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt016662755
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt019859735
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03224795
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03189898
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03189351
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt09974127
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt012575276
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt023740645
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02992930
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03356475
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03356475
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt016662755
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt019859735
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt031022514
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt016662755
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt019859735
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt016662755
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt019859735
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0470903
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0738086
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0736043
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt025677406
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03503419
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt022173987
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0385161
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01264612
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt025292245
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt025677406
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0THE BOLTON GROUP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0227532
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVICE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt01290 AVENUE OF THE AMERICAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd010104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0160000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOANNE ZIESING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PETER ZIESING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt055 WELLESLEY DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt155 WELLESLEY DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW CANAAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW CANAAN

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