Civic Intelligence

Eighteen Sixty-Seven Foundation Inc

EIN 43-0865074 • 501(c)3 • Saint Louis, MO

Profile

To contribute net proceeds to Not-for-Profit agencies operating in the St Louis Area

9814 Clayton RoadSaint Louis, MO 63124

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.12x

Higher debt load relative to assets than 59% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

65th percentile

0.19x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

73rd percentile

20%

Higher net margin than 73% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

72nd percentile

14%

Faster asset growth than 72% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

64th percentile

17%

Faster revenue growth than 64% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$927,467

Up $113,558 (+14%) from 2023

Liabilities

Down

$108,858

Down $24,627 (-18%) from 2023

Net Assets

Up

$818,609

Up $138,185 (+20%) from 2023

Revenue

Up

$584,704

Up $86,303 (+17%) from 2023

Expenses

Up

$467,854

Up $24,953 (+5.6%) from 2023

Net Income

Up

$116,850

Up $61,350 (+111%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $326,700Liabilities 2011: $59,636Net Assets 2011: $267,0642011Assets 2012: $376,669Liabilities 2012: $96,112Net Assets 2012: $280,5572012Assets 2013: $423,806Liabilities 2013: $122,591Net Assets 2013: $301,2152013Assets 2014: $453,370Liabilities 2014: $85,850Net Assets 2014: $367,5202014Assets 2015: $477,628Liabilities 2015: $100,847Net Assets 2015: $376,7812015Assets 2016: $517,304Liabilities 2016: $116,046Net Assets 2016: $401,2582016Assets 2017: $525,748Liabilities 2017: $104,412Net Assets 2017: $421,3362017Assets 2018: $545,581Liabilities 2018: $109,826Net Assets 2018: $435,7552018Assets 2019: $556,609Liabilities 2019: $101,909Net Assets 2019: $454,7002019Assets 2020: $595,912Liabilities 2020: $84,697Net Assets 2020: $511,2152020Assets 2021: $666,263Liabilities 2021: $108,767Net Assets 2021: $557,4962021Assets 2022: $702,960Liabilities 2022: $72,191Net Assets 2022: $630,7692022Assets 2023: $813,909Liabilities 2023: $133,485Net Assets 2023: $680,4242023Assets 2024: $927,467Liabilities 2024: $108,858Net Assets 2024: $818,6092024

Highlighted filing

2024

Assets$927,467
Liabilities$108,858
Net Assets$818,609

Operations Trend

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

$600K$400K$200K$0Revenue 2011: $331,759Expenses 2011: $327,139Net Income 2011: $4,6202011Revenue 2012: $396,821Expenses 2012: $383,328Net Income 2012: $13,4932012Revenue 2013: $417,374Expenses 2013: $396,716Net Income 2013: $20,6582013Revenue 2014: $418,536Expenses 2014: $352,231Net Income 2014: $66,3052014Revenue 2015: $467,558Expenses 2015: $458,297Net Income 2015: $9,2612015Revenue 2016: $468,569Expenses 2016: $444,092Net Income 2016: $24,4772016Revenue 2017: $455,194Expenses 2017: $435,116Net Income 2017: $20,0782017Revenue 2018: $465,805Expenses 2018: $451,386Net Income 2018: $14,4192018Revenue 2019: $453,094Expenses 2019: $434,149Net Income 2019: $18,9452019Revenue 2020: $464,891Expenses 2020: $408,376Net Income 2020: $56,5152020Revenue 2021: $492,835Expenses 2021: $475,304Net Income 2021: $17,5312021Revenue 2022: $475,505Expenses 2022: $402,232Net Income 2022: $73,2732022Revenue 2023: $498,401Expenses 2023: $442,901Net Income 2023: $55,5002023Revenue 2024: $584,704Expenses 2024: $467,854Net Income 2024: $116,8502024

Highlighted filing

2024

Revenue$584,704
Expenses$467,854
Net Income$116,850

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.27$1.09$8.19$5.85$4.68$1.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.14$1.33$6.80$4.98$4.43$0.56
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.03$0.72$6.31$4.76$4.02$0.73
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.66$1.09$5.57$4.93$4.75$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.96$0.85$5.11$4.65$4.08$0.57
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.57$1.02$4.55$4.53$4.34$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.46$1.10$4.36$4.66$4.51$0.14
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.26$1.04$4.21$4.55$4.35$0.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.17$1.16$4.01$4.69$4.44$0.24
2015Detailed filing. Detailed filing data is available for this year.$4.78$1.01$3.77$4.68$4.58$0.09
2014Detailed filing. Detailed filing data is available for this year.$4.53$0.86$3.68$4.19$3.52$0.66
2013Summary only. Only limited summary data is available for this year.$4.24$1.23$3.01$4.17$3.97$0.21
2012Summary only. Only limited summary data is available for this year.$3.77$0.96$2.81$3.97$3.83$0.13
2011Summary only. Only limited summary data is available for this year.$3.27$0.60$2.67$3.32$3.27$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 22, 2024
Return Version
2023v6.0
Gross Receipts
$1,235,110
Mission and Program Overview

Mission

To contribute net proceeds to Not-for-Profit agencies operating in the St Louis Area

Sign of the arrow is a philanthropic retail business supported by community volunteers which annually new proceeds to st. Louis area charitable organizations and pi beta phi educational programs founded in 1966, the foundation is owned by the st. Louis alumnae club of pi beta phi fraternity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$680,424$818,609▲ $138,185
Cash and Non-Interest-Bearing Accounts$315,623$366,847▲ $51,224
Inventories for Sale or Use$318,586$359,569▲ $40,983
Savings and Temporary Cash Investments$103,342$103,108▼ $234
Investments Other Securities$32,394$59,674▲ $27,280
Land, Buildings, and Equipment, Net$28,776$21,731▼ $7,045
Prepaid Expenses and Deferred Charges$10,138$9,363▼ $775
Total Assets$813,909$927,467▲ $113,558
Other Assets Total$5,050$7,175▲ $2,125
Liabilities
Grants Payable$70,000$70,000→ $0
Accounts Payable and Accrued Expenses$52,644$30,097▼ $22,547
Other Liabilities$10,841$8,761▼ $2,080
Total Liabilities$133,485$108,858▼ $24,627
Net Assets / Fund Balance
Total Net Assets Fund Balance$680,424$818,609▲ $138,185
Total Liabilities and Net Assets / Fund Balance$813,909$927,467▲ $113,558

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$21,731--
Other Securities$59,674--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tracy HoltzmanChairman
Susan GlennPresident
Ann BabingtonPresident Alumna Club
Holly ThomasVP-board Development
Susan VennBusiness Manager
Toni GackaBuyer Representative
Julie FileanGeneral Manager
Janet WheatleySecretary
Sue SahrmannVP-finance
Jodi ZookVP-marketing
Merry GnaegyVP-sales Volunteers
Revenue and Support

Revenue Composition

Contributions and Grants
$32,746
Program Service Revenue
$0
Investment Income
$4,546
Other Revenue
$547,412
All Other Contributions
$32,746
Change in Net Assets
$116,850
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$225,295
Salaries, Compensation, and Employee Benefits$171,374
Grants and Similar Amounts Paid$71,185
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$159,535$0$0$159,535
Occupancy$120,101$0$0$120,101
Grants to Domestic Orgs$71,185--$71,185
Travel$13,837$0$0$13,837
Payroll Taxes$11,839$0$0$11,839
Fees for Services Accounting$8,020$0$0$8,020
Other Expenses$8,003$0$0$8,003
Advertising$7,101$0$0$7,101
Insurance$5,874$0$0$5,874
Information Technology$2,340$0$0$2,340
Depreciation Depletion$300$0$0$300
Interest$120$0$0$120
Total Functional Expenses$467,854$0$0$467,854
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Books for Stl KidsSaint Louis, MO-Literacy$6,800
Pi Beta PhiChesterfield, MO-Literacy$6,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accruals$4,902
Credit Cards$3,149
Other Payables$394
Sales Tax Liability$316
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Eighteen Sixty-seven Foundation Inc
EIN
43-0865074
Phone
3149940606
Address
9814 CLAYTON ROAD, SAINT LOUIS, MO 63124
Doing Business As
Sign of the Arrow

Signing Officer

Name
Tracy Holtzman
Title
Chairman
Phone
3149940606
Signed
2024-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tracy Holtzman
Formed
1966
Legal Domicile
Mo
Voting Board Members
9
Independent Board Members
9
Employees
7
Volunteers
80

Preparer

Firm
Mullendore CPA LLC
Address
325 N Kirkwood Road G-3, Kirkwood, MO 63122
Preparer
Mary B Mullendore
Phone
3143942694
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

Each board member received by email and were given the opportunity to ask any questions or note any discrepancies that they deem appropriate.

Pt VI, Line 15A

Salary committee consisting of the chairman, president, and treasurer using the evaluations completed by board members, reviews and proposes salary and any bonuses. This is presented to the board for their discussion and approval

Pt VI, Line 15B

See response for line 15a

Pt VI, Line 18

A copy of the form 990 is on the website and available if requested

Pt VI, Line 19

This information is available upon request

Pt XI

Prior year books were closed before tax entries were made

Raw XML AppendixShowing 400 of 516 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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IRS990/NetUnrlzdGainsLossesInvstAmt021335
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IRS990/OtherExpensesGrp/Desc3REPAIRS & MAINTENANCE
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
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IRS990ScheduleA/Total509Grp/TotalAmt04143476
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt24902
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3394
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SALES TAX LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCRUALS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3OTHER PAYABLES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt059674
IRS990ScheduleD/OtherSecuritiesGrp/Desc0STOCKS

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