Civic Intelligence

Henry Uihlein II and Mildred a Uihlein Foundation

EIN 39-1322495 • Lake Placid, NY

Heaven Hill Farm 302 Bear Cub LaneLake Placid, NY 12946-3117
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

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

Liabilities / Revenue

20th percentile

0.00x

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

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

Net Margin

67th percentile

18%

Higher net margin than 67% of similar nonprofits.

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

Top Officer Pay

54th percentile

$170,000

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 10.8% of source-year revenue.

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

Asset Growth

47th percentile

3.1%

Faster asset growth than 47% of similar nonprofits.

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

Revenue Growth

97th percentile

482%

Faster revenue growth than 97% of similar nonprofits.

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

Assets

Up

$22,943,327

Up $699,789 (+3.1%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$22,943,327

Up $699,789 (+3.1%) from 2023

Revenue

Up

$1,567,463

Up $1,298,199 (+482%) from 2023

Expenses

Up

$1,283,416

Up $306,519 (+31%) from 2023

Net Income

Up

$284,047

Up $991,680 (+140%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $17,259,657Liabilities 2011: $02011Assets 2012: $20,722,814Liabilities 2012: $02012Assets 2013: $21,868,003Liabilities 2013: $02013Assets 2014: $21,725,759Liabilities 2014: $02014Assets 2015: $20,693,387Liabilities 2015: $02015Assets 2019: $22,294,900Liabilities 2019: $02019Assets 2020: $24,620,327Liabilities 2020: $1Net Assets 2020: $24,620,3272020Assets 2021: $25,731,794Liabilities 2021: $1Net Assets 2021: $25,731,7942021Assets 2022: $21,285,339Liabilities 2022: $1Net Assets 2022: $21,285,3392022Assets 2023: $22,243,538Liabilities 2023: $1Net Assets 2023: $22,243,5382023Assets 2024: $22,943,327Liabilities 2024: $0Net Assets 2024: $22,943,3272024

Highlighted filing

2024

Assets$22,943,327
Liabilities$0
Net Assets$22,943,327

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $831,553Expenses 2011: $961,048Net Income 2011: -$129,4952011Revenue 2012: $3,707,699Expenses 2012: $848,090Net Income 2012: $2,859,6092012Revenue 2013: $453,546Expenses 2013: $954,340Net Income 2013: -$500,7942013Revenue 2014: $733,297Expenses 2014: $839,163Net Income 2014: -$105,8662014Revenue 2015: $541,172Expenses 2015: $873,157Net Income 2015: -$331,9852015Revenue 2019: $1,140,207Expenses 2019: $797,723Net Income 2019: $342,4842019Revenue 2020: $1,712,100Expenses 2020: $879,128Net Income 2020: $832,9722020Revenue 2021: $1,218,126Expenses 2021: $1,106,951Net Income 2021: $111,1752021Revenue 2022: $468,802Expenses 2022: $1,071,097Net Income 2022: -$602,2952022Revenue 2023: $269,264Expenses 2023: $976,897Net Income 2023: -$707,6332023Revenue 2024: $1,567,463Expenses 2024: $1,283,416Net Income 2024: $284,0472024

Highlighted filing

2024

Revenue$1,567,463
Expenses$1,283,416
Net Income$284,047

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES MCKENNATrustee, CEO/Vice Chair (From 07/2024)FT$170,000-$170,000
JOHN D LEEKLEY JRTrustee, ChairpersonPT$105,000-$105,000
Filing and Contact Details

Filer

Filer Name
Henry Uihlein Ii and Mildred a Uihlein
EIN
39-1322495
Phone
5185233061
Address
HEAVEN HILL FARM 302 BEAR CUB LANE, LAKE PLACID, NY 12946-3117

Signing Officer

Name
John D Leekley Jr
Title
Trustee
Phone
5185233061
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
245 PARK AVENUE 12TH FLOOR, NEW YORK, NY 10167-0008
Preparer
Anan Samara
Phone
2122862600
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1FINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATION
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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0IN 2020 THE FOUNDATION TOOK TITLE TO APPROXIMATELY 454 ACRES OF FARMLAND DIRECTLY ACROSS BEAR CUB LANE FROM HEAVEN HILL. THIS LAND WAS GIFTED TO CORNELL UNIVERSITY IN THE EARLY '60S BY HENRY UIHLEIN FOR USE IN SEED POTATO RESEARCH. CORNELL DISCONTINUED THE RESEARCH PROJECT AND TURNED THE PROPERTY (INCLUDING A LAB BUILDING AND A LARGE STOREHOUSE) OVER TO THE FOUNDATION. THE FOUNDATION'S INTENT IS TO MAKE THE SPACE AVAILABLE AT NO CHARGE TO NOT-FOR-PROFITS FOR THEIR OFFICES. TO THAT END, THE FOUNDATION HAS INVESTED ABOUT $1.5 MILLION IN RE-PURPOSING A 6,800 SQUARE FOOT POTATO WAREHOUSE INTO USABLE OFFICE SPACE AS WELL AS UPGRADING ELECTRICAL SERVICE, WATER AND SEWER. THE WAREHOUSE, NOW A FULLY FUNCTIONAL OFFICE BUILDING, WAS THE HEADQUARTERS FOR THE WORLD UNIVERSITY GAMES (A 'WINTER OLYMPICS' FOR UNIVERSITIES - 46 UNIVERSITIES FROM ALL OVER THE WORLD PARTICIPATED) IN JANUARY 2023. IN 2024 THE FOUNDATION ENTERED INTO A 30-YEAR LEASE WITH THE AUSABLE FRESHWATER CENTER FOR USE OF THE LAB BUILDING, THE GREENHOUSE AND 10 ACRES OF LAND TO CREATE A NATIVE PLANT NURSERY. THE FOUNDATION CONTINUES TO INVEST IN IMPROVEMENT AND UPGRADES TO THE PROPERTY, INCLUDING TO THE SURROUNDING BUILDINGS.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1THE FOUNDATION RECEIVED A CONTRIBUTION FROM A PRIVATE FOUNDATION WHICH IT EXPENSED OR REDISTRIBUTED. IN ACCORDANCE WITH IRS REG. 53-4942(A)-3(D) THE FOUNDATION IS ELECTING TO TREAT THE $50,000 NOT AS A QUALIFYING DISTRIBUTION BUT AS A DISTRIBUTION OUT OF CORPUS.PURSUANT TO REG. 53.4942(A)-3(C)(2)(IV), THE FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT CORPUS DISTRIBUTION, THE FOLLOWING UNUSED PRIOR TAX YEARS' DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEARS:TAX YEAR AMOUNT2019 $40,6962020 $9,304
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALIMENTATION COUCHE-TARD I 621.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPHABET INC CLASS C (GOOG) 662.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMAZON.COM INC (AMZN) 547.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMEREN CORP (AEE) 324.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4APOLLO GLOBAL MANAGEMENT I (APO) 89.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5APPLE INC (AAPL) 568.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6APPLIED MATERIALS (AMAT) 123.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ASHTEAD GROUP 448.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ASM INTERNATIONAL NV 12.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ASML HOLDING 30.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AUTOZONE INC (AZO) 3.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11AVANTOR INC (AVTR) 935.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BANK OF AMERICA CORP (BAC) 1235.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BJ'S WHOLESALE CLUB HOLDIN (BJ) 228.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BOOZ ALLEN HAMILTON HLDGS (BAH) 148.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BROADCOM INC (AVGO) 165.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BROOKFIELD CORPORATION (BN) 563.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17BUILDERS FIRSTSOURCE INC (BLDR) 51.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BWX TECHNOLOGIES INC (BWXT) 104.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CARLISLE COS (CSL) 46.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CBRE GROUP INC (CBRE) 132.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CCC INTELLIGENT SOLUTIONS (CCCS) 975.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CDW CORP/DE (CDW) 114.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CENCORA INC (COR) 136.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CLEAN HARBORS INC (CLH) 109.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CONOCOPHILLIPS (COP) 435.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CONSTELLATION SOFTWARE 10.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27COOPER COS INC/THE (COO) 189.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28COPART INC (CPRT) 310.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CORE & MAIN INC (CNM) 330.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30COSTCO WHSL CORP NEW (COST) 28.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31CRH PLC (CRH) 259.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32DANAHER CORP (DHR) 175.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33DOLLARAMA INC 241.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34EATON CORP PLC (ETN) 59.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ENTEGRIS INC (ENTG) 107.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36EQUIFAX INC (EFX) 70.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37FISERV INC (FI) 237.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38FORTINET INC (FTNT) 380.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39GARTNER INC CL A (IT) 85.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40HILTON WORLDWIDE HOLDINGS (HLT) 130.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41HOWMET AEROSPACE INC (HWM) 318.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42IDEXX LABS CORP (IDXX) 22.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43INTERCONTINENTAL EXCHG INC (ICE) 354.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44JPMORGAN CHASE & CO (JPM) 259.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45KEYSIGHT TECHNOLOGIES INC (KEYS) 140.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46LIVE NATION ENTERTMNT INC (LYV) 139.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47LOWES COS INC (LOW) 103.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48LVMH MOET HENNESSY VUITTON 42.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49MANHATTAN ASSOCIATES INC (MANH) 77.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50MARVELL TECHNOLOGY INC (MRVL) 411.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51MCKESSON CORP (MCK) 55.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52MEDPACE HOLDINGS (MEDP) 58.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53MERCADOLIBRE INC (MELI) 17.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54META PLATFORMS INC (META) 145.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MICROSOFT CORP (MSFT) 361.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MOTOROLA SOLUTIONS INC (MSI) 102.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MSCI INC (MSCI) 50.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58NASDAQ INC. (NDAQ) 362.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59NEXTERA ENERGY INC (NEE) 336.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60NICE LTD ADR (NICE) 117.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61NORTHROP GRUMMAN CORP (NOC) 54.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62NVIDIA CORP (NVDA) 1036.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63NXP SEMICONDUCTORS NV (NXPI) 93.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64OLD DOMINION FREIGHT (ODFL) 50.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65O'REILLY AUTO INC NEW (ORLY) 15.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66POOL CORP (POOL) 15.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67PROLOGIS INC (PLD) 97.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68RYAN SPECIALTY HOLDNGS INC (RYAN) 330.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69S&P GLOBAL INC. (SPGI) 46.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70SAIA INC COM (SAIA) 39.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71SBA COMMUNICATIONS CORP (SBAC) 58.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72SCHLUMBERGER LTD (SLB) 809.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73SPDR S&P OIL & GAS EXPLORA (XOP) 51.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74SPDR S&P REGIONAL BK ETF (KRE) 90.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75STERIS PLC (STE) 112.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76TAKE-2 INTERACTIVE (TTWO) 230.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77THERMO FISHER SCIENTIFIC (TMO) 71.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78TRADEWEB MARKETS INC (TW) 192.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79TRANSUNION (TRU) 524.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80UNITEDHEALTH GROUP INC (UNH) 140.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81US FOODS HOLDING CORP (USFD) 447.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82UTILITIES SELECT SECT SPDR (XLU) 90.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83VISA INC (V) 293.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84WALMART INC (WMT) 482.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85WEX INC (WEX) 64.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86WILLSCOT HOLDINGS CORP (WSC) 411.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87WYNDHAM HOTELS & RESORTS (WH) 130.000 SHARES
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InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt01873872

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