Civic Intelligence

Arness Family Charitable Foundation C/O John E Arness II

990PF • Fiscal year 2023 • EIN 52-1969865

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 22, 2024

Organization Profile
701 King Farm Blvd 736Rockville, MD 20850-6177

(240) 654-3095

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

91st percentile

56%

Higher net margin than 91% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

59th percentile

3.8%

Faster asset growth than 59% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-62%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$78,512

Up $2,844 (+3.8%) from 2022

Net Assets

Up

$78,512

Up $2,844 (+3.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin91st percentile

Revenue

Down

$5,095

Down $8,488 (-62%) from 2022

Expenses

Down

$2,244

Down $14,549 (-87%) from 2022

Net Income

Up

$2,851

Up $6,061 (+189%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$400K$300K$200K$100K$0Assets 2011: $110,357Liabilities 2011: $1072011Assets 2012: $219,810Liabilities 2012: $1172012Assets 2013: $188,053Liabilities 2013: $127Net Assets 2013: $187,9262013Assets 2014: $234,182Liabilities 2014: $137Net Assets 2014: $234,0452014Assets 2015: $155,981Liabilities 2015: $147Net Assets 2015: $155,8342015Assets 2016: $135,648Liabilities 2016: $157Net Assets 2016: $135,4912016Assets 2017: $129,081Liabilities 2017: $167Net Assets 2017: $128,9142017Assets 2018: $161,562Liabilities 2018: $177Net Assets 2018: $161,3852018Assets 2019: $107,612Liabilities 2019: $187Net Assets 2019: $107,4252019Assets 2020: $79,823Liabilities 2020: $197Net Assets 2020: $79,6262020Assets 2021: $79,160Liabilities 2021: $0Net Assets 2021: $79,1602021Assets 2022: $75,668Liabilities 2022: $0Net Assets 2022: $75,6682022Assets 2023: $78,512Liabilities 2023: $0Net Assets 2023: $78,5122023Assets 2024: $360,349Liabilities 2024: $0Net Assets 2024: $360,3492024

Highlighted filing

2023

Assets$78,512
Liabilities$0
Net Assets$78,512
Open 2023 Filing

Operations Trend

Revenue Growth9th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $3,203Expenses 2011: $21,292Net Income 2011: -$18,0892011Revenue 2012: $135,711Expenses 2012: $26,191Net Income 2012: $109,5202012Revenue 2013: -$9,055Expenses 2013: $22,712Net Income 2013: -$31,7672013Revenue 2014: $69,013Expenses 2014: $22,889Net Income 2014: $46,1242014Revenue 2015: -$51,972Expenses 2015: $26,239Net Income 2015: -$78,2112015Revenue 2016: $3,492Expenses 2016: $23,835Net Income 2016: -$20,3432016Revenue 2017: $34,869Expenses 2017: $41,446Net Income 2017: -$6,5772017Revenue 2018: $55,923Expenses 2018: $23,452Net Income 2018: $32,4712018Revenue 2019: -$36,087Expenses 2019: $17,941Net Income 2019: -$54,0282019Revenue 2020: -$11,662Expenses 2020: $16,137Net Income 2020: -$27,7992020Revenue 2021: $16,543Expenses 2021: $17,124Net Income 2021: -$5812021Revenue 2022: $13,583Expenses 2022: $16,793Net Income 2022: -$3,2102022Revenue 2023: $5,095Expenses 2023: $2,244Net Income 2023: $2,8512023Revenue 2024: $305,366Expenses 2024: $23,280Net Income 2024: $282,0862024

Highlighted filing

2023

Revenue$5,095
Expenses$2,244
Net Income$2,851
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 22, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN P ARNESSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Arness Family Charitable Foundation
EIN
52-1969865
In Care Of
% JOHN P ARNESS
Address
701 KING FARM BLVD 736, ROCKVILLE, MD 20850-6177

Signing Officer

Name
John Arness
Title
Trustee
Phone
2406543095
Signed
2024-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Oler Tootsey & Associates Cpas LLC
Address
154 GOOD HOPE ROAD, BLUFFTON, SC 29909
Preparer
Michael S Oler
Phone
3013200100
Raw XML Appendix231 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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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0277417
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt014692
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0262725
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04161
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt013663
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0273256
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03350
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03635
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARNESS FAMILY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JOHN P ARNESS
ReturnHeader/Filer/BusinessNameControlTxt0ARNE
ReturnHeader/Filer/EIN0521969865
ReturnHeader/Filer/InCareOfNm0% JOHN P ARNESS
ReturnHeader/Filer/USAddress/AddressLine1Txt0701 KING FARM BLVD 736
ReturnHeader/Filer/USAddress/CityNm0ROCKVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd0208506177
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OLER TOOTSEY & ASSOCIATES CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0154 GOOD HOPE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLUFFTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029909
ReturnHeader/PreparerPersonGrp/PhoneNum03013200100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL S OLER
ReturnHeader/ReturnTs02024-04-22T14:45:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ARNESS
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$78,512
Liabilities
$0
Net assets
$78,512
Revenue
$5,095
Expenses
$2,244
Net income
$2,851
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$3.05$0.23$2.82
2023Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.05$0.02$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.14$0.17$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.17$0.17$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.12$0.16$0.28
2019Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.07$0.36$0.18$0.54
2018Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.61$0.56$0.23$0.32
2017Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.35$0.41$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.35$0.03$0.24$0.20
2015Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.52$0.26$0.78
2014Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.69$0.23$0.46
2013Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.09$0.23$0.32
2012Summary only. Only limited summary data is available for this year.$2.20$0.00$1.36$0.26$1.10
2011Summary only. Only limited summary data is available for this year.$1.10$0.00$0.03$0.21$0.18