Civic Intelligence

John H and Regina K Scully Foundation

990PF • Fiscal year 2021 • EIN 46-2014396

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profile
PO Box 6106San Rafael, CA 94903

(419) 981-2966

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Source year 2021

Liabilities / Revenue

19th percentile

0.10x

Higher debt load relative to revenue than 19% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Source year 2021

Net Margin

41st percentile

6.9%

Higher net margin than 41% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Source year 2021

Top Officer Pay

8th percentile

$0

Higher top officer pay than 8% of similar nonprofits.

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

2021 filings • $250M-$1B nonprofits • Source year 2021

Asset Growth

29th percentile

5.8%

Faster asset growth than 29% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Annualized from 2020 to 2021

Revenue Growth

89th percentile

108%

Faster revenue growth than 89% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$838,174,417

Up $46,055,110 (+5.8%) from 2020

Net Assets

Up

$835,034,218

Up $45,512,423 (+5.8%) from 2020

Liabilities

Up

$3,140,199

Up $542,687 (+21%) from 2020

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin41st percentile

Revenue

Up

$32,779,151

Up $17,024,686 (+108%) from 2020

Expenses

Up

$30,511,306

Up $9,858,047 (+48%) from 2020

Net Income

Up

$2,267,845

Up $7,166,639 (+146%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$1.0B$500M$0Assets 2013: $173,145,363Liabilities 2013: $37,3102013Assets 2014: $313,180,087Liabilities 2014: $31,907Net Assets 2014: $313,148,1802014Assets 2015: $423,467,065Liabilities 2015: $86,190Net Assets 2015: $423,380,8752015Assets 2016: $537,749,657Liabilities 2016: $308,767Net Assets 2016: $537,440,8902016Assets 2017: $616,733,103Liabilities 2017: $11,936,258Net Assets 2017: $604,796,8452017Assets 2018: $628,633,708Liabilities 2018: $14,699,996Net Assets 2018: $613,933,7122018Assets 2019: $745,115,616Liabilities 2019: $10,569,548Net Assets 2019: $734,546,0682019Assets 2020: $792,119,307Liabilities 2020: $2,597,512Net Assets 2020: $789,521,7952020Assets 2021: $838,174,417Liabilities 2021: $3,140,199Net Assets 2021: $835,034,2182021Assets 2022: $667,132,826Liabilities 2022: $780,348Net Assets 2022: $666,352,4782022Assets 2023: $681,185,847Liabilities 2023: $1,819,849Net Assets 2023: $679,365,9972023Assets 2024: $724,044,020Liabilities 2024: $3,297,098Net Assets 2024: $720,746,9222024

Highlighted filing

2021

Assets$838,174,417
Liabilities$3,140,199
Net Assets$835,034,218
Open 2021 Filing

Operations Trend

Revenue Growth89th percentile

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

$200M$100M$0-$100MRevenue 2013: $173,086,754Expenses 2013: $47,341Net Income 2013: $173,039,4132013Revenue 2014: $141,602,292Expenses 2014: $717,101Net Income 2014: $140,885,1912014Revenue 2015: $148,402,164Expenses 2015: $17,919,561Net Income 2015: $130,482,6032015Revenue 2016: $124,136,109Expenses 2016: $49,026,706Net Income 2016: $75,109,4032016Revenue 2017: $79,145,843Expenses 2017: $44,953,065Net Income 2017: $34,192,7782017Revenue 2018: $123,748,993Expenses 2018: $70,693,340Net Income 2018: $53,055,6532018Revenue 2019: $177,202,304Expenses 2019: $85,055,449Net Income 2019: $92,146,8552019Revenue 2020: $15,754,465Expenses 2020: $20,653,259Net Income 2020: -$4,898,7942020Revenue 2021: $32,779,151Expenses 2021: $30,511,306Net Income 2021: $2,267,8452021Revenue 2022: $10,856,111Expenses 2022: $59,409,364Net Income 2022: -$48,553,2532022Revenue 2023: $12,086,785Expenses 2023: $73,197,823Net Income 2023: -$61,111,0382023Revenue 2024: $29,351,796Expenses 2024: $41,539,746Net Income 2024: -$12,187,9502024

Highlighted filing

2021

Revenue$32,779,151
Expenses$30,511,306
Net Income$2,267,845
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay8th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John ScullyPres/Director-$0--
Regina K ScullyCFO/Director-$0--
Kenneth J BlumSecretary/DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
John H and Regina K Scully Foundation
EIN
46-2014396
Phone
4199812966
Address
PO Box 6106, San Rafael, CA 94903

Signing Officer

Name
Kenneth J Blum
Title
Secretary/Director
Signed
2022-11-14
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Carol Duffield
Phone
4159830200
Raw XML AppendixShowing 400 of 949 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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CompensationExplanation/CompensationExplanationGrp/PersonNm0Kenneth J Blum
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0In 2021, the Foundation compensated Kramer Blum and Associates, Inc. $84,907 to provide administrative support to the Foundation. Compensation to a disqualified person for services which are necessary to carry out the exempt purpose of the Foundation if not excessive is not self dealing under Regulation 53.4941(d)-3(c).
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9CVS Health Corp 2.125% DTD 5/25/16
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10Ebay Inc 3.8% DTD 3/9/16
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11Enterprise Products Oper 4.05% 8/24/11
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12Ford Motor Credit Co 3.219% DTD 1/9/15
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14HP Enterprise Co 4.45% 10/2/23
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16ONEOK Partners LP 3.375% DTD 9/13/12
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17Phillips 66 4.3% DTD 10/1/12
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19William Partners LP 3.6% DTD 3/3/15
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20Zions Bancorp NA Sr NTS 3.35% DTD 3/4/19
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21PNC BK NA SR Nts MTN Var 7/23/19
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22Aetna Inc Sr Nts 2.8% DTD 6/9/16
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23AMER Express Co SR NTS VAR 2/27/1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24Amern Honda Fin Sr NTS MTN 1.95% 1/10/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25Bk of Amer Corp Sr NTS Var Rt
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26Bk of NY Mellon Corp Sr Nts Mtn VAR
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm29Global Payments Inc Sr Nts 4% 5/11/28
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm31JP Morgan Chase & Co Sr Nts Var Rt DTD 4
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm34Shell Intl Fin Var Rts 11/13/18
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm35Starbucks Corp Sr Nts 1.3% DTD 5/7/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm36Toyota Mtr Cr Corp Sr Nts Mtn Var 1/11/1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm37Truist Finl Corp Mtn 3.95% DTD 3/22/12
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm38UTD Parcel Svc Sr Nts Var Rt 11/14/17
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm39Walgreen Co 3.1% 9/13/12
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm40Walt Disney Co VAR 9/6/19
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm41Waste Mgmt Inc 2.9% DTD 9/12/12
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm43Boardwalk Pipelines LP 3.375% 2/1/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm44Oracle Corp 2.625% 2/15/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm45Energy Transfer LP 4.25% 3/15/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm46MPLX LP 3.375% 3/15/23
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm51Prin Finl Grp 3.125% 5/15/23
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm53Dell Int LLC/EMC Corp 5.45% 6/15/23
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm57Crown Castle Intl Corp 3.15% 7/15/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm58Hyatt Hotels Corp 3.375% 7/15/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm59Intuit Inc 0.65% 7/15/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm60GA Power Co 2.1% 7/30/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm61Comerica Inc 3.7% 7/31/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm62Humana Inc 0.65% 8/3/23
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm66Fortune Brands Home & Se 4.0% 9/21/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm67Fiserv Inc 3.8% 10/1/23
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm69Morgan Stanley VAR 1/25/24
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm72Salesforce.com 0.625% 7/15/24
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm73CSX Corp 3.4% 8/1/24
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt451151828
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Liberty Global PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1General Motors Finl Co DTD 9/16/20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2American Intl Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Allstate Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4American Equity Investment
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Aspen Insurance Hldg Ltd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Athene Holding Ltd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Bank of America Corp DTD 10/23/14
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Capital One Finl Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Centerpoint Energy Inc DTD 8/22/18
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Citigroup Inc DTD 4/25/16
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Citigroup Inc DTD 12/13/12
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Citizens Financial Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Discover Finl Svcs DTD 10/31/17
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Fifth Third Bancorp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15General Electric Co DTD 1/20/16
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16General Motors Finl Co DTD 9/20/17
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Goldman Sachs Group DTD 6/17/19
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Goldman Sachs Group DTD 7/27/16
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Keycorp Var Rt Perp DTD 9/9/16
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Morgan Stanley
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Morgan Stanley
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Regions Financial Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Regions Financial Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24State Street Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Truist Fin Corp DTD 7/29/19
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Truist Fin Corp DTD 6/19/20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Voya Financial Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Wells Fargo & Co DTD 1/23/15
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Vail Resorts
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30AT&T Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Athene Holding Ltd PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Bank of America Corp DTD 9/5/14
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Charles Schwab Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34Discover Finl Svcs DTD 6/22/20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35Huntington Bancshares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36M&T Bk Corp DTD 7/30/19
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37Markel Corp DTD 5/27/20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Sempra Energy DTD 6/19/20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39Wells Fargo & Co DTD 4/22/14
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40Ally Finl Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41Edison Intl VAR 11/12/21
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42Enbridge Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43M&T Bk Corp DTD 10/28/16
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44SVB Finl Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45Wells Fargo & Co DTD 1/26/21
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1514
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1311312231

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$838,174,417
Liabilities
$3,140,199
Net assets
$835,034,218
Revenue
$32,779,151
Expenses
$30,511,306
Net income
$2,267,845
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$724$3.30$721$29.4$41.5$12.2
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$681$1.82$679$12.1$73.2$61.1
2022Detailed filing. Detailed filing data is available for this year.$667$0.78$666$10.9$59.4$48.6
2021Detailed filing. Detailed filing data is available for this year.$838$3.14$835$32.8$30.5$2.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$792$2.60$790$15.8$20.7$4.90
2019Detailed filing. Detailed filing data is available for this year.$745$10.6$735$177$85.1$92.1
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$629$14.7$614$124$70.7$53.1
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$617$11.9$605$79.1$45.0$34.2
2016Detailed filing. Detailed filing data is available for this year.$538$0.31$537$124$49.0$75.1
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$423$0.09$423$148$17.9$130
2014Detailed filing. Detailed filing data is available for this year.$313$0.03$313$142$0.72$141
2013Summary only. Only limited summary data is available for this year.$173$0.04$173$0.05$173