Civic Intelligence

Staley Family Foundation

990PF • Fiscal year 2021 • EIN 26-3442296

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 22, 2022

PO Box 19000Avon, CO 81620

(952) 925-2462

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.

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

80th percentile

45%

Higher net margin than 80% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

47th percentile

8.1%

Faster asset growth than 47% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

52nd percentile

14%

Faster revenue growth than 52% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Assets

Up

$40,970,900

Up $3,079,410 (+8.1%) from 2020

Net Assets

Up

$40,970,900

Up $3,079,410 (+8.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$6,853,111

Up $854,896 (+14%) from 2020

Expenses

Up

$3,773,701

Up $836,752 (+28%) from 2020

Net Income

Up

$3,079,410

Up $18,144 (+0.6%) from 2020

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2020: $37,891,490Liabilities 2020: $0Net Assets 2020: $37,891,4902020Assets 2021: $40,970,900Liabilities 2021: $0Net Assets 2021: $40,970,9002021Assets 2022: $36,255,152Liabilities 2022: $0Net Assets 2022: $36,255,1522022Assets 2023: $36,924,340Liabilities 2023: $0Net Assets 2023: $36,924,3402023Assets 2024: $35,745,254Liabilities 2024: $0Net Assets 2024: $35,745,2542024

Highlighted filing

2021

Assets$40,970,900
Liabilities$0
Net Assets$40,970,900

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2020: $5,998,215Expenses 2020: $2,936,949Net Income 2020: $3,061,2662020Revenue 2021: $6,853,111Expenses 2021: $3,773,701Net Income 2021: $3,079,4102021Revenue 2022: -$348,215Expenses 2022: $4,367,533Net Income 2022: -$4,715,7482022Revenue 2023: $4,341,436Expenses 2023: $3,672,248Net Income 2023: $669,1882023Revenue 2024: $2,841,314Expenses 2024: $4,020,400Net Income 2024: -$1,179,0862024

Highlighted filing

2021

Revenue$6,853,111
Expenses$3,773,701
Net Income$3,079,410
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 22, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WARREN STALEYOfficer-$0--
MARY LYNN STALEYOfficer-$0--
Filing and Contact Details

Filer

Filer Name
Staley Family Foundation
EIN
26-3442296
Phone
9529252462
Address
PO BOX 19000, AVON, CO 81620

Signing Officer

Name
Warren Staley
Title
Officer
Phone
9529252462
Signed
2022-06-22
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
50 SOUTH SIXTH STREET, MINNEAPOLIS, MN 55402
Preparer
Meghan Lemens
Phone
6123974000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CHUBB LTD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20NORTHROP GRUMMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23PRUDENTIAL FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24QUALCOMM INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31U S BANCORP DE NEW
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33WALGREENS BOOTS ALLIANCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ZIMMER BIOMET HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm362U INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40AMEDISYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ANSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43AVALARA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44BLACKLINE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45CERTARA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46COSTAR GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49ENSIGN GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50FASTENAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51FIVE BELOW INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54GRAND CANYON EDUCATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55GUIDEWIRE SOFTWARE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57IAC INTERACTIVE CORP NEW
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59IHS MARKIT LTD CHG
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63NEOGEN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66OAK STREET HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67PAYCOM SOFTWARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69RITCHIE BROTHERS AUCTIONEERS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70ROLLINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74TELADOC HEALTH INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76TYLER TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78VEEVA SYSTEMS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79VERISK ANALYTICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80VIMEO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82WEST PHARMACEUTICAL SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83APPLE INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0INVESCO DEVELOPING MARKETS CL R6
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2VANGUARD FTSE DEVELOPED MKTS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3VANGUARD FTSE EMERGING MARKETS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4WCM FOCUSED INTL GROWTH INSTL CL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11216949
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
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