Civic Intelligence

Koenig Private Foundation Inc.

990PF • Fiscal year 2018 • EIN 54-2010650

Jul 01, 2017 to Jun 30, 2018 • Filed on May 13, 2019

13470 Dowell RoadSolomons, MD 20688

(410) 326-4640

Siviq Scores

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

Liabilities / Assets

39th percentile

0.01x

Higher debt load relative to assets than 39% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

44th percentile

0.04x

Higher debt load relative to revenue than 44% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

76th percentile

$108,201

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

76th percentile

11%

Faster asset growth than 76% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$3,327,757

Up $331,762 (+11%) from 2017

Net Assets

Up

$3,289,286

Up $313,497 (+11%) from 2017

Liabilities

Up

$38,471

Up $18,265 (+90%) from 2017

Revenue

Up

$1,029,674

Up $105,068 (+11%) from 2017

Expenses

Down

$826,417

Down $115,128 (-12%) from 2017

Net Income

Up

$203,257

Up $220,196 (+1300%) from 2017

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,914,563Liabilities 2011: $11,6832011Assets 2012: $5,762,903Liabilities 2012: $12,9672012Assets 2013: $5,757,961Liabilities 2013: $11,2502013Assets 2014: $2,800,392Liabilities 2014: $7,1162014Assets 2015: $2,875,871Liabilities 2015: $22,055Net Assets 2015: $2,853,8162015Assets 2016: $2,903,803Liabilities 2016: $20,566Net Assets 2016: $2,883,2372016Assets 2017: $2,995,995Liabilities 2017: $20,206Net Assets 2017: $2,975,7892017Assets 2018: $3,327,757Liabilities 2018: $38,471Net Assets 2018: $3,289,2862018Assets 2019: $3,214,850Liabilities 2019: $4,209Net Assets 2019: $3,210,6412019Assets 2020: $3,277,810Liabilities 2020: $198,715Net Assets 2020: $3,079,0952020Assets 2021: $3,612,891Liabilities 2021: $5,588Net Assets 2021: $3,607,3032021Assets 2022: $3,118,570Liabilities 2022: $41,281Net Assets 2022: $3,077,2892022Assets 2023: $3,253,940Liabilities 2023: $58,399Net Assets 2023: $3,195,5412023Assets 2024: $3,508,805Liabilities 2024: $39,315Net Assets 2024: $3,469,4902024

Highlighted filing

2018

Assets$3,327,757
Liabilities$38,471
Net Assets$3,289,286

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $1,041,989Expenses 2011: $1,045,081Net Income 2011: -$3,0922011Revenue 2012: $1,009,051Expenses 2012: $1,059,249Net Income 2012: -$50,1982012Revenue 2013: $1,031,151Expenses 2013: $1,106,946Net Income 2013: -$75,7952013Revenue 2014: $1,147,889Expenses 2014: $1,150,923Net Income 2014: -$3,0342014Revenue 2015: $1,072,877Expenses 2015: $1,123,525Net Income 2015: -$50,6482015Revenue 2016: $1,191,001Expenses 2016: $1,090,611Net Income 2016: $100,3902016Revenue 2017: $924,606Expenses 2017: $941,545Net Income 2017: -$16,9392017Revenue 2018: $1,029,674Expenses 2018: $826,417Net Income 2018: $203,2572018Revenue 2019: $973,043Expenses 2019: $1,046,527Net Income 2019: -$73,4842019Revenue 2020: $819,148Expenses 2020: $831,402Net Income 2020: -$12,2542020Revenue 2021: $1,340,148Expenses 2021: $811,940Net Income 2021: $528,2082021Revenue 2022: $427,232Expenses 2022: $957,246Net Income 2022: -$530,0142022Revenue 2023: $1,258,677Expenses 2023: $1,130,615Net Income 2023: $128,0622023Revenue 2024: $1,613,195Expenses 2024: $1,339,246Net Income 2024: $273,9492024

Highlighted filing

2018

Revenue$1,029,674
Expenses$826,417
Net Income$203,257
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 13, 2019
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STACEY HANN-RUFFAssistant SecretaryFT$101,900$6,301$108,201
LAURIE UHEREKPresidentPT$0--
PATRICK BUEHLERVice President/Secretary-$0--
A EVERITT HOEG IIIVice President-$0--
DUANE BECKHORNPresident, Retired-$0--
Filing and Contact Details

Filer

Filer Name
Koenig Private Foundation
EIN
54-2010650
Phone
4103264640
Address
13470 DOWELL ROAD, SOLOMONS, MD 20688

Signing Officer

Name
Laurie Uherek
Title
President
Phone
4103264640
Signed
2019-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Murphy & Murphy CPA LLC
Address
108 LA GRANGE AVENUE, LA PLATA, MD 20646-9591
Preparer
Lisa R Brown CPA
Phone
3016097515
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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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DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt111330
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt112344
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1131334
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt114729
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1152856
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt116353
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt117229
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt118591
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt119929
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt120290
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt121178
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt12249
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt12357
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt124384
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt125207
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt126230
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt127129
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt12865
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt12964
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt130528
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt131865
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt132438
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt13338
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt134331
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt135313
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt136265
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt137554
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt138141
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt139292
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt140141
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt14147
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt14258
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt143655
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1440
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt145743
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt146351
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0L
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.51$0.04$3.47$1.61$1.34$0.27
2023Detailed filing. Detailed filing data is available for this year.$3.25$0.06$3.20$1.26$1.13$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.12$0.04$3.08$0.43$0.96$0.53
2021Detailed filing. Detailed filing data is available for this year.$3.61$0.01$3.61$1.34$0.81$0.53
2020Detailed filing. Detailed filing data is available for this year.$3.28$0.20$3.08$0.82$0.83$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.97$1.05$0.07
2018Detailed filing. Detailed filing data is available for this year.$3.33$0.04$3.29$1.03$0.83$0.20
2017Detailed filing. Detailed filing data is available for this year.$3.00$0.02$2.98$0.92$0.94$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.90$0.02$2.88$1.19$1.09$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.88$0.02$2.85$1.07$1.12$0.05
2014Summary only. Only limited summary data is available for this year.$2.80$0.01$1.15$1.15$0.00
2013Summary only. Only limited summary data is available for this year.$5.76$0.01$1.03$1.11$0.08
2012Summary only. Only limited summary data is available for this year.$5.76$0.01$1.01$1.06$0.05
2011Summary only. Only limited summary data is available for this year.$5.91$0.01$1.04$1.05$0.00