Civic Intelligence

Ag Foundation

990PF • Fiscal year 2023 • EIN 34-1606084

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile
517 Broadway - Third FloorEast Liverpool, OH 43920

(330) 385-3400

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

14th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

4th percentile

-160%

Higher net margin than 4% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

5th percentile

-13%

Faster asset growth than 5% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

24th percentile

-9.9%

Faster revenue growth than 24% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$38,622,452

Down $5,814,579 (-13%) from 2022

Net Assets

Down

$38,622,452

Down $5,814,579 (-13%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin4th percentile

Revenue

Down

$3,631,048

Down $400,272 (-9.9%) from 2022

Expenses

Down

$9,445,627

Down $15,212,623 (-62%) from 2022

Net Income

Up

-$5,814,579

Up $14,812,351 (+72%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$200M$150M$100M$50M$0Assets 2011: $2,233,189Liabilities 2011: $0Net Assets 2011: $2,233,1892011Assets 2012: $2,296,286Liabilities 2012: $0Net Assets 2012: $2,296,2862012Assets 2013: $87,353Liabilities 2013: $0Net Assets 2013: $87,3532013Assets 2014: $345,946Liabilities 2014: $0Net Assets 2014: $345,9462014Assets 2015: $108,485Liabilities 2015: $0Net Assets 2015: $108,4852015Assets 2016: $154,260,862Liabilities 2016: $15,500,000Net Assets 2016: $138,760,8622016Assets 2017: $117,933,820Liabilities 2017: $0Net Assets 2017: $117,933,8202017Assets 2018: $120,049,429Liabilities 2018: $0Net Assets 2018: $120,049,4292018Assets 2019: $95,000,251Liabilities 2019: $0Net Assets 2019: $95,000,2512019Assets 2020: $82,613,664Liabilities 2020: $0Net Assets 2020: $82,613,6642020Assets 2021: $65,063,961Liabilities 2021: $0Net Assets 2021: $65,063,9612021Assets 2022: $44,437,031Liabilities 2022: $0Net Assets 2022: $44,437,0312022Assets 2023: $38,622,452Liabilities 2023: $0Net Assets 2023: $38,622,4522023Assets 2024: $34,312,725Liabilities 2024: $0Net Assets 2024: $34,312,7252024

Highlighted filing

2023

Assets$38,622,452
Liabilities$0
Net Assets$38,622,452
Open 2023 Filing

Operations Trend

Revenue Growth24th percentile

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

$400M$300M$200M$100M$0-$100MExpenses 2011: $7,594,0042011Expenses 2012: $5,925,9692012Revenue 2013: $7,916,519Expenses 2013: $7,164,422Net Income 2013: $752,0972013Revenue 2014: $13,147,078Expenses 2014: $6,827,756Net Income 2014: $6,319,3222014Revenue 2015: $8,495,188Expenses 2015: $6,736,341Net Income 2015: $1,758,8472015Revenue 2016: $303,730,062Expenses 2016: $7,515,184Net Income 2016: $296,214,8782016Revenue 2017: $3,200,667Expenses 2017: $22,965,709Net Income 2017: -$19,765,0422017Revenue 2018: $58,066,523Expenses 2018: $28,124,258Net Income 2018: $29,942,2652018Revenue 2019: $2,221,037Expenses 2019: $27,277,473Net Income 2019: -$25,056,4362019Revenue 2020: $42,430,503Expenses 2020: $35,706,406Net Income 2020: $6,724,0972020Revenue 2021: $3,719,832Expenses 2021: $21,269,535Net Income 2021: -$17,549,7032021Revenue 2022: $4,031,320Expenses 2022: $24,658,250Net Income 2022: -$20,626,9302022Revenue 2023: $3,631,048Expenses 2023: $9,445,627Net Income 2023: -$5,814,5792023Revenue 2024: $1,749,678Expenses 2024: $6,059,405Net Income 2024: -$4,309,7272024

Highlighted filing

2023

Revenue$3,631,048
Expenses$9,445,627
Net Income-$5,814,579
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AGNES GUNDTrusteePT$0--
CATHERINE GUNDTrustee-$0--
ANNA TRAGGIOTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ag Foundation
EIN
34-1606084
Phone
3303853400
Address
517 BROADWAY - THIRD FLOOR, EAST LIVERPOOL, OH 43920

Signing Officer

Name
Agnes Gund
Title
Trustee
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Gardner & Gardner CPAs LLC
Address
P O Box 60, East Liverpool, OH 43920
Preparer
Robert J Gardner
Phone
3303853400
Raw XML AppendixShowing 400 of 412 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BERSTEIN BONDS (SEE ATTACHED)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BERSTEIN STOCKS (SEE ATTACHED)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1SCHWAB STOCK #3475 (SEE ATTACHED)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2SCHWAB STOCK #5418 (SEE ATTACHED)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3KELLOGGS STOCK - KEYBANK #3080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4KELLANOVA STOCK -KEYBANK#3080
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt03641764
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14014165
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29215929
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0HEDGED EQUITY PORTFOLIO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2SELECT EQUITY PORTFOLIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3STRATEGIC FIXED INCOME PORTFOLIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4BLACKROCK MULTI-STRATEGY
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0603711
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5814579
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt06973662
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt042492
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt042492
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt05867
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt05867
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt045240
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0623029
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0271
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0271
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt068414
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01331185
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08660
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt08105782
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0133 STRATEGIC FIXED INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11291 BLACKROCK MULTI-STRATEGY CREDIT FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BERNSTEIN #3768(SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3BERNSTEIN #2810 ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SCHWAB #3475(SEE ATTACHMENT)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SCHWAB #3475(SEE ATTACHMENT)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6SCHWAB #3475(SEE ATTACHMENT)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7SCHWAB #5418(SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8SCHWAB #5418(SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9SCHWAB #5418(SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10SCHWAB #3475(SEE ATTACHMENT)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11SCHWAB #3475(SEE ATTACHMENT)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12.75 KELLOGG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122023-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt045240
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-59184
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-5814579
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt038622452
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt044437031
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt038622452
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02393115
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02393115
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016378069
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt030615360
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LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt10
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL & PROFESSIONAL
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1TAX PREP
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LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt1300
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05567
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt1300
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt10
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt032641
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADJUSTMENT
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt031976
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt136438
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01330687
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt198
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2400
TaxesSchedule/TaxesDetail/Amt08660
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF TAXES
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AGNES GUND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AG FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AGFO
ReturnHeader/Filer/EIN0341606084
ReturnHeader/Filer/PhoneNum03303853400
ReturnHeader/Filer/USAddress/AddressLine1Txt0517 BROADWAY - THIRD FLOOR
ReturnHeader/Filer/USAddress/CityNm0EAST LIVERPOOL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043920
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272987552
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gardner & Gardner CPAs LLC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$38,622,452
Liabilities
$0
Net assets
$38,622,452
Revenue
$3,631,048
Expenses
$9,445,627
Net income
-$5,814,579
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$34.3$0.00$34.3$1.75$6.06$4.31
2023Detailed filing. Detailed filing data is available for this year.$38.6$0.00$38.6$3.63$9.45$5.81
2022Detailed filing. Detailed filing data is available for this year.$44.4$0.00$44.4$4.03$24.7$20.6
2021Detailed filing. Detailed filing data is available for this year.$65.1$0.00$65.1$3.72$21.3$17.5
2020Detailed filing. Detailed filing data is available for this year.$82.6$0.00$82.6$42.4$35.7$6.72
2019Detailed filing. Detailed filing data is available for this year.$95.0$0.00$95.0$2.22$27.3$25.1
2018Detailed filing. Detailed filing data is available for this year.$120$0.00$120$58.1$28.1$29.9
2017Detailed filing. Detailed filing data is available for this year.$118$0.00$118$3.20$23.0$19.8
2016Detailed filing. Detailed filing data is available for this year.$154$15.5$139$304$7.52$296
2015Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$8.50$6.74$1.76
2014Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$13.1$6.83$6.32
2013Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$7.92$7.16$0.75
2012Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$5.93
2011Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$7.59