Civic Intelligence

The State Auto Foundation

990PF • Fiscal year 2023 • EIN 31-1257265

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization Profile
518 E Broad StColumbus, OH 43215-3901

(614) 464-5000

Siviq Scores

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

Liabilities / Assets

75th percentile

0.21x

Higher debt load relative to assets than 75% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

100th percentile

52.69x

Higher debt load relative to revenue than 100% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

93rd percentile

69%

Higher net margin than 93% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

43rd percentile

0.3%

Faster asset growth than 43% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-94%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$1,853,855

Up $5,361 (+0.3%) from 2022

Net Assets

Up

$1,460,226

Up $5,161 (+0.4%) from 2022

Liabilities

Up

$393,629

Up $200 (+0.1%) from 2022

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin93rd percentile

Revenue

Down

$7,470

Down $123,981 (-94%) from 2022

Expenses

Down

$2,309

Down $386,693 (-99%) from 2022

Net Income

Up

$5,161

Up $262,712 (+102%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2020: $2,035,671Liabilities 2020: $28,198Net Assets 2020: $2,007,4732020Assets 2021: $1,236,447Liabilities 2021: $186,979Net Assets 2021: $1,049,4682021Assets 2022: $1,848,494Liabilities 2022: $393,429Net Assets 2022: $1,455,0652022Assets 2023: $1,853,855Liabilities 2023: $393,629Net Assets 2023: $1,460,2262023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2023

Assets$1,853,855
Liabilities$393,629
Net Assets$1,460,226
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.0M$500K$0-$500KRevenue 2020: $588,205Expenses 2020: $500,857Net Income 2020: $87,3482020Revenue 2021: $519,002Expenses 2021: $747,725Net Income 2021: -$228,7232021Revenue 2022: $131,451Expenses 2022: $389,002Net Income 2022: -$257,5512022Revenue 2023: $7,470Expenses 2023: $2,309Net Income 2023: $5,1612023Revenue 2024: $382,329Expenses 2024: $400Net Income 2024: $381,9292024

Highlighted filing

2023

Revenue$7,470
Expenses$2,309
Net Income$5,161
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE MEREDITHTrustee-$0--
ELISE SPRIGGSTrustee-$0--
MITZI WHITETrustee-$0--
DUKE DAUGHERTYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The State Auto Foundation
EIN
31-1257265
In Care Of
% ELISE SPRIGGS
Phone
6144645000
Address
518 E BROAD ST, COLUMBUS, OH 43215-3901

Signing Officer

Name
Elise Spriggs
Title
Trustee
Phone
6144645000
Signed
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
PwC US Tax LLP
Address
101 SEAPORT BLVD SUITE 500, BOSTON, MA 02210
Preparer
Peter J Sproul
Phone
6175305000
Raw XML Appendix250 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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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum06144645000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The State Auto Foundation
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ReturnHeader/Filer/EIN0311257265
ReturnHeader/Filer/InCareOfNm0% ELISE SPRIGGS
ReturnHeader/Filer/PhoneNum06144645000
ReturnHeader/Filer/USAddress/AddressLine1Txt0518 E BROAD ST
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
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ReturnHeader/Filer/USAddress/ZIPCd0432153901
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PwC US Tax LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 SEAPORT BLVD SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002210
ReturnHeader/PreparerPersonGrp/PhoneNum06175305000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Peter J Sproul
ReturnHeader/ReturnTs02024-11-14T17:05:46-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,853,855
Liabilities
$393,629
Net assets
$1,460,226
Revenue
$7,470
Expenses
$2,309
Net income
$5,161
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.38$0.00$0.38
2023Detailed filing. Detailed filing data is available for this year.$1.85$0.39$1.46$0.01$0.00$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.85$0.39$1.46$0.13$0.39$0.26
2021Detailed filing. Detailed filing data is available for this year.$1.24$0.19$1.05$0.52$0.75$0.23
2020Detailed filing. Detailed filing data is available for this year.$2.04$0.03$2.01$0.59$0.50$0.09