Civic Intelligence

Craig and Judy Sorensen Foundation

EIN 33-6446519 • Tucson, AZ

3430 E Sunrise Dr 200Tucson, AZ 85718
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

Higher debt load relative to revenue than 35% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets35th percentile

Assets

$1,826,276

No earlier filing loaded for comparison.

Liabilities

$1,105

No earlier filing loaded for comparison.

Net Assets

$1,825,171

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue35th percentileNet Margin99th percentile

Revenue

$1,826,587

No earlier filing loaded for comparison.

Expenses

$1,416

No earlier filing loaded for comparison.

Net Income

$1,825,171

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2024: $1,826,276Liabilities 2024: $1,105Net Assets 2024: $1,825,1712024

Highlighted filing

2024

Assets$1,826,276
Liabilities$1,105
Net Assets$1,825,171
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Revenue 2024: $1,826,587Expenses 2024: $1,416Net Income 2024: $1,825,1712024

Highlighted filing

2024

Revenue$1,826,587
Expenses$1,416
Net Income$1,825,171
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,826,276
Liabilities
$1,105
Net assets
$1,825,171
Revenue
$1,826,587
Expenses
$1,416
Net income
$1,825,171
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$1.83$0.00$1.83
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 29, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHNNY HELEBOLTTrustee-$0--
CHRISTAL MCCLAINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Craig and Judy Sorensen Foundation
EIN
33-6446519
Phone
5207921181
Address
3430 E SUNRISE DR 200, TUCSON, AZ 85718

Signing Officer

Name
Johnny Helenbolt
Title
Trustee
Phone
5207921181
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Amado & Associates Cpas Pc
Address
4810 E CAMP LOWELL DRIVE, TUCSON, AZ 85712
Preparer
JOHN F O'DOWD
Phone
5202960099
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMERICAN FINL GROUP INC-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ANALOG DEVICES INC-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5APOLLO GLOBAL MGNT INC-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AUTOMATIC DATA PROCESSING-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AVERY DENNISON CORP-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BOOZ ALLEN HAMILTON HLD CO-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BROADCOM INC-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BROADRIDGE FINANCIAL SOL-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CARLISLE COMPANIES INC-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CBOE GLOBAL MARKETS INC--7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CHEVERON CORPORATION-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CINTAS CORP-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CME GROUP INC.-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CMS ENERGY CORP-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17D R HORTON INC-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18DELL TECHNOLOGIES INC-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19ELI LILLY & CO-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20EVERCORE INC-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21HARTFORD FINL SVCS GRP INC-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22HERSHEY COMPANY-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23HOME DEPOT INC-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24JP MORGAN CHASE & CO-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25KEURIG DR PEPPER INC-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26KKR & CO INC-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27L3HARRIS TECHNOLOGIES INC-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28MARSH & MC LENNAN CO INC-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29MERCK & CO INC NEW-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30META PLATFORMS INC-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MONDELEZ INTL INC-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32MOTOROLA SOLUTIONS INC-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33NEXTERA ENERGY INC-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34NORTHROP GRUMMAN CORP-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ORACLE CORPORATION-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36OTIS WORLDWIDE CORP-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37PEPSICO INCORPORATED-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38PHILLIPS 66-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39PROCTER & GAMBLE-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40PROLOGIS INC-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41QUALCOMM INC-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42SEMPRA ENERGY-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43SNAP-ON INC-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44STARBUCKS CORP-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45STRYKER CORP-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46TAIWAN SEMICONDUCTOR MFG-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47TARGA RESOURCES CORP-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48TJX COS INC-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49TRAVELERS COS INC-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50UNION PACIFIC CORP-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51UNITEDHEALTH GROUP INC-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52WASTE MGNT INC-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53WILLIAMS COMPANIES INC-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54ZOETIS MGNT INC-7716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55ABBOTT LABS-7876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56APPLE INC-7876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57APPLIED MATERIALS INC-7876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58HOME DEPOT INC-7876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59JP MORGAN CHASE & CO-7876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MERCK & CO INC NEW-7876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MICROSOFT CORP-7876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62NEXTERA ENERGY INC-7876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63PRUDENTIAL FINANCIAL INC-7876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64TEXAS INSTRUMENTS INC-7876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65ABBOTT LABS-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66ABBVIE INC-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67AIR PRODUCTS & CHEM INC-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68ALCON INC-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69AMERICAN EXPRESS CO-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70AMERICAN TOWER CORP REIT-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71ANALOG DEVICES INC-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72APOLLO GLOBAL MGNT INC-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73APPLIED MATERIALS INC-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74ASTRAZENECA PLC-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75BERKLEY W R CORP-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76BERKSHIRE HATHAWAY INC-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77BOSTON SCIENTIFIC CORP-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78CBOE GLOBAL MARKETS INC--9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79CHEVERON CORPORATION-9853
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81CHUBB LTD-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82CME GROUP INC.-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83CNH INDUSTRIAL NV-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84COMCAST CORP NEW CL A-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85CORTEVA INC-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86CRH PLC-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87DIAGEO PLC-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88DIAMONDBACK ENERGY INC-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89ENTERGY CORP NEW-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90FERGUSON ENTERPRISES INC-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91FIDELITY NATIONAL INFO SVCS-985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92FREEPORT-MCMORAN INC-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93GE HEALTHCARE TECHS INC-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94GOLDMAN SACHS GROUP INC-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95HONEYWELL INTL INC-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96IDACORP INC-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97JOHNSON & JOHNSON-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98JP MORGAN CHASE & CO-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99LAMAR ADVERTISING CO NEW-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100LOCKHEED MARTIN CORP-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101LOWES COMPANIES INC-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102M & T BANK CORP-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103MARATHON PETROLEUM CORP-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104MCDONALDS CORP-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105MCKESSON CORP-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106MICROSOFT CORP-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107MID-AMER APT COMM REIT-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108MONDELEZ INTL INC-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109OTIS WORLDWIDE CORP-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110PARKER-HANNIFIN CORP-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111PEPSICO INCORPORATED-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112PNC FINANCIAL SERVICES GRP-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113PROCTER & GAMBLE-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114PROGESSIVE CORP OHIO-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115QUALCOMM INC-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116REGENERON PHARMACEUTICALS-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117RIO TINTO PLC-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118RTX CORP-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119SALESFORCE INC-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120SCHLUMBERGER LTD-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121SHELL PLC-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122SUN COMMUNITIES INC REIT-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123TE CONNECTIVITY PLC-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124THERMO FISHER SCIEN INC-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125TRANE TECH PLC-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126UNION PACIFIC CORP-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127UNITEDHEALTH GROUP INC-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm128VISA INC-9853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129WALMART INC-9853
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt058152
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt150256
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt249371
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt38714
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt48894
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt522122
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt611221
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt726900
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt821682

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