Civic Intelligence

Umsizi Fund

EIN 46-1723396 • Wilmington, DE

Foundation Source 501 Silverside RdWilmington, DE 19809-1377
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

2nd percentile

-313%

Higher net margin than 2% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

15th percentile

-6.9%

Faster asset growth than 15% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

35%

Faster revenue growth than 74% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Down

$7,315,073

Down $538,186 (-6.9%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$7,315,073

No earlier filing loaded for comparison.

Revenue

Up

$172,138

Up $44,963 (+35%) from 2023

Expenses

Down

$710,324

Down $476,961 (-40%) from 2023

Net Income

Up

-$538,186

Up $521,924 (+49%) from 2023

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2013: $2,172,297Liabilities 2013: $02013Assets 2014: $5,602,873Liabilities 2014: $0Net Assets 2014: $5,602,8732014Assets 2015: $6,780,160Liabilities 2015: $02015Assets 2016: $10,781,243Liabilities 2016: $911Net Assets 2016: $10,780,3322016Assets 2017: $10,325,843Liabilities 2017: $0Net Assets 2017: $10,325,8432017Assets 2018: $10,618,822Liabilities 2018: $0Net Assets 2018: $10,618,8222018Assets 2019: $10,649,247Liabilities 2019: $02019Assets 2020: $10,442,869Liabilities 2020: $0Net Assets 2020: $10,442,8692020Assets 2021: $9,835,337Liabilities 2021: $0Net Assets 2021: $9,835,3372021Assets 2022: $8,913,369Liabilities 2022: $0Net Assets 2022: $8,913,3692022Assets 2023: $7,853,259Liabilities 2023: $12023Assets 2024: $7,315,073Liabilities 2024: $0Net Assets 2024: $7,315,0732024

Highlighted filing

2024

Assets$7,315,073
Liabilities$0
Net Assets$7,315,073

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $2,243,270Expenses 2013: $70,973Net Income 2013: $2,172,2972013Revenue 2014: $3,778,378Expenses 2014: $347,802Net Income 2014: $3,430,5762014Revenue 2015: $1,663,653Expenses 2015: $486,366Net Income 2015: $1,177,2872015Revenue 2016: $5,052,681Expenses 2016: $1,052,509Net Income 2016: $4,000,1722016Revenue 2017: $156,997Expenses 2017: $612,186Net Income 2017: -$455,1892017Revenue 2018: $823,913Expenses 2018: $530,934Net Income 2018: $292,9792018Revenue 2019: $461,959Expenses 2019: $431,534Net Income 2019: $30,4252019Revenue 2020: $345,012Expenses 2020: $551,390Net Income 2020: -$206,3782020Revenue 2021: $438,000Expenses 2021: $1,045,532Net Income 2021: -$607,5322021Revenue 2022: $118,276Expenses 2022: $1,040,244Net Income 2022: -$921,9682022Revenue 2023: $127,175Expenses 2023: $1,187,285Net Income 2023: -$1,060,1102023Revenue 2024: $172,138Expenses 2024: $710,324Net Income 2024: -$538,1862024

Highlighted filing

2024

Revenue$172,138
Expenses$710,324
Net Income-$538,186

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy BrakemanDir, Pres-$0--
Roy Edgar Brakeman IIIDir, Sec, Treas, VP-$0--
Filing and Contact Details

Filer

Filer Name
Umsizi Fund
EIN
46-1723396
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Amy Brakeman
Title
President
Phone
8008391754
Signed
2025-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML AppendixShowing 400 of 445 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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