Civic Intelligence

Priory Fund

990PF • Fiscal year 2023 • EIN 27-4014193

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

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.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

5th percentile

-142%

Higher net margin than 5% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

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.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

41st percentile

1.8%

Faster asset growth than 41% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

20th percentile

-19%

Faster revenue growth than 20% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$16,929,829

Up $300,099 (+1.8%) from 2022

Net Assets

Up

$16,929,829

Up $300,099 (+1.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin5th percentile

Revenue

Down

$476,761

Down $110,900 (-19%) from 2022

Expenses

Up

$1,153,142

Up $76,067 (+7.1%) from 2022

Net Income

Down

-$676,381

Down $186,967 (-38%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2023

Assets$16,929,829
Liabilities$0
Net Assets$16,929,829
Open 2023 Filing

Operations Trend

Revenue Growth20th 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

2023

Revenue$476,761
Expenses$1,153,142
Net Income-$676,381
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v5.1
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
2024-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
8390 EAST CRESCENT PARKWAY SUITE, 300, GREENWOOD VILLAGE, CO 80111
Preparer
Becky Dettmann CPA
Phone
3037795710
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Filings

Displayed year

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

Open filing
Assets
$16,929,829
Liabilities
$0
Net assets
$16,929,829
Revenue
$476,761
Expenses
$1,153,142
Net income
-$676,381
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