Civic Intelligence

Guilder Foundation

990PF • Fiscal year 2023 • EIN 46-2693090

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

50 South Sixth Street 1500Minneapolis, MN 55402

(612) 492-6813

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2023 filings • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

9th percentile

0.00x

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

2023 filings • $100M-$250M nonprofits • Source year 2023

Net Margin

6th percentile

-79%

Higher net margin than 6% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

13th percentile

$15,000

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2023 filings • $100M-$250M nonprofits • Source year 2023

Asset Growth

15th percentile

-3.4%

Faster asset growth than 15% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

84th percentile

33%

Faster revenue growth than 84% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Assets

Down

$106,814,278

Down $3,815,538 (-3.4%) from 2022

Net Assets

Down

$106,814,278

Down $3,815,538 (-3.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$4,814,627

Up $1,207,760 (+33%) from 2022

Expenses

Down

$8,630,165

Down $2,549,783 (-23%) from 2022

Net Income

Up

-$3,815,538

Up $3,757,543 (+50%) from 2022

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2013: $1,649,985Liabilities 2013: $02013Assets 2014: $25,762,919Liabilities 2014: $02014Assets 2015: $113,161,871Liabilities 2015: $02015Assets 2019: $119,994,713Liabilities 2019: $0Net Assets 2019: $119,994,7132019Assets 2020: $113,980,476Liabilities 2020: $0Net Assets 2020: $113,980,4762020Assets 2021: $118,202,897Liabilities 2021: $0Net Assets 2021: $118,202,8972021Assets 2022: $110,629,816Liabilities 2022: $0Net Assets 2022: $110,629,8162022Assets 2023: $106,814,278Liabilities 2023: $0Net Assets 2023: $106,814,2782023Assets 2024: $101,603,569Liabilities 2024: $0Net Assets 2024: $101,603,5692024

Highlighted filing

2023

Assets$106,814,278
Liabilities$0
Net Assets$106,814,278

Operations Trend

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

$100M$50M$0-$50MRevenue 2013: $1,650,000Expenses 2013: $15Net Income 2013: $1,649,9852013Revenue 2014: $24,145,350Expenses 2014: $32,416Net Income 2014: $24,112,9342014Revenue 2015: $90,991,018Expenses 2015: $2,138,661Net Income 2015: $88,852,3572015Revenue 2019: $798,774Expenses 2019: $5,941,192Net Income 2019: -$5,142,4182019Revenue 2020: $779,359Expenses 2020: $6,793,596Net Income 2020: -$6,014,2372020Revenue 2021: $10,919,444Expenses 2021: $6,697,023Net Income 2021: $4,222,4212021Revenue 2022: $3,606,867Expenses 2022: $11,179,948Net Income 2022: -$7,573,0812022Revenue 2023: $4,814,627Expenses 2023: $8,630,165Net Income 2023: -$3,815,5382023Revenue 2024: $6,256,463Expenses 2024: $11,467,172Net Income 2024: -$5,210,7092024

Highlighted filing

2023

Revenue$4,814,627
Expenses$8,630,165
Net Income-$3,815,538
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN OTTERLEIPresident/Treasurer/Director-$15,000-$15,000
SONNY MILLERVice President/Secretary/Director-$15,000-$15,000
Filing and Contact Details

Filer

Filer Name
Guilder Foundation
EIN
46-2693090
Phone
6124926813
Address
50 SOUTH SIXTH STREET 1500, MINNEAPOLIS, MN 55402

Signing Officer

Name
Sonny Miller
Title
Vice President
Phone
6124926813
Signed
2024-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
1015 2ND AVE SUITE 500, SEATTLE, WA 98104
Preparer
Rebekah Stanley
Phone
2067167000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63CARRIER GLOBAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64CITIGROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65COMCAST CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66EQUINIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67LAUDER ESTEE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68FIFTH THIRD BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71JPMORGAN CHASE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72LINCOLN NATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73LOCKHEAD MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74LOWE S COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75MERCK CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78NEXTERA ENERGY CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80PNC FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81PUBLIC SERVICE MTN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82SEMPRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83SIMON PPTY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85STATE STR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86THERMO FISHER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88VERIZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90WELLTOWER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91ONESPAWORLD HOLDINGS LTD
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt02041387
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt01888267
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt03541899
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt03497937
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt043016
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt181675
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2162791
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3138300
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt489885
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5165293
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt62592872
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt71340514
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt81613435
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt94876412
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt102572091
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt112026835
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt122946619
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt131798045
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt142138859
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt157311613
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16571233
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt175512852
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1811582
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19105000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20140000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21337502
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26213822
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt278786
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28540880
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2927371
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3016136
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt312260691
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32688331
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33800000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34166636
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt54886000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt55270000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt56210000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt572062500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt58463900
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt59587397
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt60703845
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt61973954
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt62340353
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6384950
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6926758
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt701300000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7174836
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt721270858
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt731600000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt741406843
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ASTRAZENECA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BHP BILLITON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BANK OF MONTREAL MTN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3BANK OF NOVA SCOTIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ENBRIDGE INC MTN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5TORONTO DOMINION MTN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6LSV VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7GQG PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8ARTISAN INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9DFA EMERGING MARKETS VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10GMO CLIMATE CHANGE II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11ISHARE CORE MSCI EMERGING MKTS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12TWEEDY BROWNE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13VANGUARD FTSE DEVELOPED ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14VANGUARD TOTAL WORLD STOCK INDEX ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15VANGUARD S P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16VANGUARD REAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17ISHARES CORE U.S. AGGREGATE BOND ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18VANGUARD TOTAL BOND MARKET INDEX ADM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19FUND 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20FUND 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21FUND 3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22FUND 4
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23FUND 5
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24FUND 6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25FUND 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26FUND 8
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27FUND 9
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28FUND 10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29FUND 11
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30FUND 12
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31FUND 13
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32FUND 14
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33FUND 15
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34FUND 16
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35FUND 17
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36FUND 18
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37FUND 19
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38FUND 20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39FUND 21
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40FUND 22

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