Civic Intelligence

Priory Fund

990PF • Fiscal year 2021 • EIN 27-4014193

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 09, 2022

Organization Profile
1482 East Valley Road 678Montecito, CA 93108

(805) 565-1413

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

95th percentile

85%

Higher net margin than 95% of similar nonprofits.

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

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

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

Asset Growth

83rd percentile

29%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

77th percentile

61%

Faster revenue growth than 77% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$18,091,517

Up $4,051,414 (+29%) from 2020

Net Assets

Up

$18,091,517

Up $4,051,414 (+29%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin95th percentile

Revenue

Up

$7,280,804

Up $2,756,812 (+61%) from 2020

Expenses

Up

$1,122,585

Up $284,379 (+34%) from 2020

Net Income

Up

$6,158,219

Up $2,472,433 (+67%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$20M$15M$10M$5.0M$0Assets 2012: $3,593,951Liabilities 2012: $55,802Net Assets 2012: $3,538,1492012Assets 2014: $5,845,943Liabilities 2014: $102,385Net Assets 2014: $5,743,5582014Assets 2015: $12,858,151Liabilities 2015: $0Net Assets 2015: $12,858,1512015Assets 2016: $12,398,116Liabilities 2016: $7,085Net Assets 2016: $12,391,0312016Assets 2017: $12,748,181Liabilities 2017: $0Net Assets 2017: $12,748,1812017Assets 2018: $12,543,980Liabilities 2018: $0Net Assets 2018: $12,543,9802018Assets 2019: $12,012,694Liabilities 2019: $0Net Assets 2019: $12,012,6942019Assets 2020: $14,040,103Liabilities 2020: $0Net Assets 2020: $14,040,1032020Assets 2021: $18,091,517Liabilities 2021: $0Net Assets 2021: $18,091,5172021Assets 2022: $16,629,730Liabilities 2022: $0Net Assets 2022: $16,629,7302022Assets 2023: $16,929,829Liabilities 2023: $0Net Assets 2023: $16,929,8292023Assets 2024: $16,371,683Liabilities 2024: $0Net Assets 2024: $16,371,6832024

Highlighted filing

2021

Assets$18,091,517
Liabilities$0
Net Assets$18,091,517
Open 2021 Filing

Operations Trend

Revenue Growth77th percentile

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

$10M$5.0M$0-$5.0MExpenses 2012: $318,1322012Revenue 2014: $6,890,524Expenses 2014: $296,716Net Income 2014: $6,593,8082014Revenue 2015: $7,692,138Expenses 2015: $577,545Net Income 2015: $7,114,5932015Revenue 2016: $472,395Expenses 2016: $805,286Net Income 2016: -$332,8912016Revenue 2017: $1,343,758Expenses 2017: $841,383Net Income 2017: $502,3752017Revenue 2018: $867,038Expenses 2018: $963,625Net Income 2018: -$96,5872018Revenue 2019: $663,462Expenses 2019: $925,170Net Income 2019: -$261,7082019Revenue 2020: $4,523,992Expenses 2020: $838,206Net Income 2020: $3,685,7862020Revenue 2021: $7,280,804Expenses 2021: $1,122,585Net Income 2021: $6,158,2192021Revenue 2022: $587,661Expenses 2022: $1,077,075Net Income 2022: -$489,4142022Revenue 2023: $476,761Expenses 2023: $1,153,142Net Income 2023: -$676,3812023Revenue 2024: $801,879Expenses 2024: $1,339,194Net Income 2024: -$537,3152024

Highlighted filing

2021

Revenue$7,280,804
Expenses$1,122,585
Net Income$6,158,219
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 9, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN A LAVIDGEPresident-$0--
EDWARD J MCKINLEYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Priory Fund
EIN
27-4014193
Phone
8055651413
Address
1482 EAST VALLEY ROAD 678, MONTECITO, CA 93108

Signing Officer

Name
Edward Mckinley
Title
President
Phone
8055651413
Signed
2022-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson
Phone
6086628600
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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,091,517
Liabilities
$0
Net assets
$18,091,517
Revenue
$7,280,804
Expenses
$1,122,585
Net income
$6,158,219
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$0.80$1.34$0.54
2023Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$0.48$1.15$0.68
2022Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$0.59$1.08$0.49
2021Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$7.28$1.12$6.16
2020Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$4.52$0.84$3.69
2019Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.66$0.93$0.26
2018Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$0.87$0.96$0.10
2017Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$1.34$0.84$0.50
2016Detailed filing. Detailed filing data is available for this year.$12.4$0.01$12.4$0.47$0.81$0.33
2015Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$7.69$0.58$7.11
2014Detailed filing. Detailed filing data is available for this year.$5.85$0.10$5.74$6.89$0.30$6.59
2012Detailed filing. Detailed filing data is available for this year.$3.59$0.06$3.54$0.32