Civic Intelligence

Theobald Foundation

990PF • Fiscal year 2022 • EIN 36-7085378

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 11, 2023

Organization Profile
1225 Franklin Avenue 500Garden City, NY 11530

(516) 508-9623

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

7th percentile

-124%

Higher net margin than 7% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

40th percentile

-2.6%

Faster asset growth than 40% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

8th percentile

-65%

Faster revenue growth than 8% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$4,630,513

Down $123,470 (-2.6%) from 2021

Net Assets

Down

$4,630,513

Down $123,470 (-2.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin7th percentile

Revenue

Down

$99,176

Down $182,208 (-65%) from 2021

Expenses

Up

$222,358

Up $191,512 (+621%) from 2021

Net Income

Down

-$123,182

Down $373,720 (-149%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$6.0M$4.0M$2.0M$0Assets 2020: $4,253,004Liabilities 2020: $0Net Assets 2020: $4,253,0042020Assets 2021: $4,753,983Liabilities 2021: $0Net Assets 2021: $4,753,9832021Assets 2022: $4,630,513Liabilities 2022: $0Net Assets 2022: $4,630,5132022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2022

Assets$4,630,513
Liabilities$0
Net Assets$4,630,513
Open 2022 Filing

Operations Trend

Revenue Growth8th percentile

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

$10M$5.0M$0-$5.0MRevenue 2020: $199,891Expenses 2020: $222,628Net Income 2020: -$22,7372020Revenue 2021: $281,384Expenses 2021: $30,846Net Income 2021: $250,5382021Revenue 2022: $99,176Expenses 2022: $222,358Net Income 2022: -$123,1822022Revenue 2023: $986,996Expenses 2023: $5,617,675Net Income 2023: -$4,630,6792023

Highlighted filing

2022

Revenue$99,176
Expenses$222,358
Net Income-$123,182
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 11, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS C THEOBALD DECEASEDCo-Trustee-$0--
STEPHEN B THEOBALDCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Theobald Foundation
EIN
36-7085378
Phone
5165089623
Address
1225 FRANKLIN AVENUE 500, GARDEN CITY, NY 11530

Signing Officer

Name
Thomas C Theobald
Title
Co-trustee
Phone
5165089623
Signed
2023-10-11
Discuss with paid preparer
Yes

Preparer

Firm
Bessemer Trust
Address
630 FIFTH AVENUE, NEW YORK, NY 10111
Preparer
Kevin Barry
Phone
5165059623
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6680.00 WEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6728.00 SYNOPSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68377.00 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69255.00 VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7023.00 PAYCOM SOFTWARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71555.00 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7250.00 NICE LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7328.00 SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7489.00 MOTOROLA SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75210.00 AMPHENOL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7623.00 ASM INTERNATIONAL NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77220.00 ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7890.00 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7923.00 ASPEN TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8056.00 KEYSIGHT TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8170.00 CDW CORP/DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82159717.01 OW LARGE CAP STRATEGIES FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83160.00 VULCAN MATERIALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8431.00 S&P 500 DEP RCPTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85300.00 ISHARES CHINA LRGE-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86170.00 PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8735.00 JONES LANG LASALLE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88100.00 AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8949236.62 OW SMALL & MIDCAP STRAT FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90270.00 AMEREN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91160.00 NEXTERA ENERGY INC
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04400
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt037865
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0189700
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0189700
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt061311
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-123182
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0634079
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt037865
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt087807
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0222358
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt099176
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt099176
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt010011
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt28
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt28
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1THROUGH PARTNERSHIP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt037865
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-123182
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0288
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04630513
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0282205
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01221
IRS990PF/DistributableAmountGrp/TotalTaxAmt01221
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01221
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02905
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01221
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt029240
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt020071
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt020071
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04630513
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04753983
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04630513
IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt041009
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05713840
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt086323
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0283426
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05668526
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05754849
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,630,513
Liabilities
$0
Net assets
$4,630,513
Revenue
$99,176
Expenses
$222,358
Net income
-$123,182
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.99$5.62$4.63
2022Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.10$0.22$0.12
2021Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.28$0.03$0.25
2020Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.20$0.22$0.02