Civic Intelligence

The Glockner Family Foundation Inc

EIN 31-1453824 • Portsmouth, OH

4368 US Route 23 North PO Box 1308Portsmouth, OH 45662
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

40th percentile

0.03x

Higher debt load relative to assets than 40% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

100th percentile

121%

Higher net margin than 100% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Asset Growth

6th percentile

-18%

Faster asset growth than 6% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$16,773,717

Up $13,140,753 (+362%) from 2020

Liabilities

Up

$181,271

Up $7,354 (+4.2%) from 2020

Net Assets

Up

$16,592,446

Up $13,133,399 (+380%) from 2020

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Up

$13,319,260

Up $13,147,100 (+7637%) from 2020

Expenses

Up

$185,861

Up $5,404 (+3.0%) from 2020

Net Income

Up

$13,133,399

Up $13,141,696 (+158391%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth6th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2016: $3,704,306Liabilities 2016: $141,274Net Assets 2016: $3,563,0322016Assets 2017: $3,720,079Liabilities 2017: $146,830Net Assets 2017: $3,573,2492017Assets 2018: $3,641,102Liabilities 2018: $141,174Net Assets 2018: $3,499,9282018Assets 2019: $3,644,744Liabilities 2019: $177,400Net Assets 2019: $3,467,3442019Assets 2020: $3,632,964Liabilities 2020: $173,917Net Assets 2020: $3,459,0472020Assets 2021: $16,773,717Liabilities 2021: $181,271Net Assets 2021: $16,592,4462021

Highlighted filing

2021

Assets$16,773,717
Liabilities$181,271
Net Assets$16,592,446
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2016: $158,791Expenses 2016: $150,397Net Income 2016: $8,3942016Revenue 2017: $179,987Expenses 2017: $169,770Net Income 2017: $10,2172017Revenue 2018: $100,025Expenses 2018: $173,346Net Income 2018: -$73,3212018Revenue 2019: $148,024Expenses 2019: $180,608Net Income 2019: -$32,5842019Revenue 2020: $172,160Expenses 2020: $180,457Net Income 2020: -$8,2972020Revenue 2021: $13,319,260Expenses 2021: $185,861Net Income 2021: $13,133,3992021

Highlighted filing

2021

Revenue$13,319,260
Expenses$185,861
Net Income$13,133,399
Open 2021 Filing

Filings

Most recent year

2021 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$16,773,717
Liabilities
$181,271
Net assets
$16,592,446
Revenue
$13,319,260
Expenses
$185,861
Net income
$13,133,399
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.8$0.18$16.6$13.3$0.19$13.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$0.17$3.46$0.17$0.18$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.64$0.18$3.47$0.15$0.18$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$0.14$3.50$0.10$0.17$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.72$0.15$3.57$0.18$0.17$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.70$0.14$3.56$0.16$0.15$0.01
Latest Detailed Filing

The latest 2021 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
Feb 10, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW M GLOCKNERTrustee-$0--
SUSAN G FITZERTrustee-$0--
TIMOTHY E GLOCKNERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Glockner Family Foundation Inc
EIN
31-1453824
Phone
7403532161
Address
4368 US ROUTE 23 NORTH PO BOX 1308, PORTSMOUTH, OH 45662

Signing Officer

Name
Andrew M Glockner
Title
Chairman
Phone
7403532161
Signed
2020-02-10
Discuss with paid preparer
Yes

Preparer

Firm
Hayflich Cpas Pllc
Address
300 8TH STREET 3RD FLOOR, HUNTINGTON, WV 25701
Preparer
Aaron J Heighton CPA
Phone
3046975700
Raw XML AppendixShowing 400 of 562 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.

Path#Value
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0AT&T 3% NOTES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1EMC 3.375% NOTES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2MORGAN CHASE 3.2% NOTES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3US BANK 2.95% NOTES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4BANK AMER CORP 4% BONDS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3AMERICAN CAPITAL WORLD BOND A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4AMERICAN CAP WRLD GRW & INC A
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSAN G FITZER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2TIMOTHY E GLOCKNER
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