Civic Intelligence

Massey Family Foundation

990PF • Fiscal year 2017 • EIN 54-6049049

Dec 01, 2016 to Nov 30, 2017 • Filed on Jun 18, 2018

Organization Profile
Massey Building - 5002 Monument AveRichmond, VA 23230

(804) 648-1611

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2017 filings • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

7th percentile

0.00x

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

2017 filings • $50M-$100M nonprofits • Source year 2017

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

11th percentile

$0

Higher top officer pay than 11% of similar nonprofits.

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

2017 filings • $50M-$100M nonprofits • Source year 2017

Asset Growth

66th percentile

9.2%

Faster asset growth than 66% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

33%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$51,607,334

Up $4,361,617 (+9.2%) from 2016

Net Assets

Up

$51,607,334

Up $4,361,617 (+9.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin70th percentile

Revenue

Up

$4,568,303

Up $1,132,246 (+33%) from 2016

Expenses

Up

$3,930,007

Up $308,144 (+8.5%) from 2016

Net Income

Up

$638,296

Up $824,102 (+444%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$80M$60M$40M$20M$0Assets 2011: $47,953,537Liabilities 2011: $02011Assets 2012: $45,531,640Liabilities 2012: $02012Assets 2013: $46,181,111Liabilities 2013: $02013Assets 2014: $46,562,579Liabilities 2014: $02014Assets 2015: $47,431,523Liabilities 2015: $02015Assets 2016: $47,245,717Liabilities 2016: $0Net Assets 2016: $47,245,7172016Assets 2017: $51,607,334Liabilities 2017: $0Net Assets 2017: $51,607,3342017Assets 2018: $51,243,220Liabilities 2018: $0Net Assets 2018: $51,243,2202018Assets 2019: $53,061,772Liabilities 2019: $0Net Assets 2019: $53,061,7722019Assets 2020: $54,358,930Liabilities 2020: $0Net Assets 2020: $54,358,9302020Assets 2021: $68,390,678Liabilities 2021: $0Net Assets 2021: $68,390,6782021Assets 2022: $71,818,378Liabilities 2022: $0Net Assets 2022: $71,818,3782022Assets 2023: $71,159,265Liabilities 2023: $0Net Assets 2023: $71,159,2652023Assets 2024: $74,176,195Liabilities 2024: $0Net Assets 2024: $74,176,1952024

Highlighted filing

2017

Assets$51,607,334
Liabilities$0
Net Assets$51,607,334
Open 2017 Filing

Operations Trend

Revenue Growth83rd percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $2,338,327Expenses 2011: $2,886,146Net Income 2011: -$547,8192011Revenue 2012: $422,499Expenses 2012: $2,844,396Net Income 2012: -$2,421,8972012Revenue 2013: $3,524,102Expenses 2013: $2,874,631Net Income 2013: $649,4712013Revenue 2014: $3,431,051Expenses 2014: $3,049,583Net Income 2014: $381,4682014Revenue 2015: $4,254,912Expenses 2015: $3,385,968Net Income 2015: $868,9442015Revenue 2016: $3,436,057Expenses 2016: $3,621,863Net Income 2016: -$185,8062016Revenue 2017: $4,568,303Expenses 2017: $3,930,007Net Income 2017: $638,2962017Revenue 2018: $4,092,125Expenses 2018: $3,879,538Net Income 2018: $212,5872018Revenue 2019: $5,990,635Expenses 2019: $4,015,616Net Income 2019: $1,975,0192019Revenue 2020: $5,201,039Expenses 2020: $3,993,153Net Income 2020: $1,207,8862020Revenue 2021: $8,647,479Expenses 2021: $4,514,727Net Income 2021: $4,132,7522021Revenue 2022: $14,767,708Expenses 2022: $5,648,207Net Income 2022: $9,119,5012022Revenue 2023: $5,244,981Expenses 2023: $6,117,947Net Income 2023: -$872,9662023Revenue 2024: $4,591,171Expenses 2024: $5,922,256Net Income 2024: -$1,331,0852024

Highlighted filing

2017

Revenue$4,568,303
Expenses$3,930,007
Net Income$638,296
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Jun 18, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM E MASSEY JRPresident/Director-$0--
A TRAVIS MASSEYDirector-$0--
E MORGAN MASSEYVP & Secr/Director-$0--
CRAIG L MASSEYDirector-$0--
WILLIAM BLAIR MASSEY JRTreasurer/Director-$0--
Filing and Contact Details

Filer

Filer Name
Massey Foundation
EIN
54-6049049
Phone
8046481611
Address
MASSEY BUILDING - 5002 MONUMENT AVE, RICHMOND, VA 23230

Signing Officer

Name
E Morgan Massey
Title
Vice President
Phone
8046481611
Signed
2018-06-18
Discuss with paid preparer
Yes

Preparer

Firm
Keiterstephenshurstgary & Shreavespc
Address
4401 DOMINION BLVD, GLEN ALLEN, VA 23060
Preparer
L Michael Gracik
Phone
8047470000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6299909
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt630
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6494147
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6574019
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6670266
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6765092
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6884060
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6929322
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7062899
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7163713
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7271214
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt900
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd68AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd74AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd88AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd89AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd90AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0791807
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03045410
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt029
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0731057
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04568303
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04568303
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt037915
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt026435
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt064350
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03045410
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03020000

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,607,334
Liabilities
$0
Net assets
$51,607,334
Revenue
$4,568,303
Expenses
$3,930,007
Net income
$638,296
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.$74.2$0.00$74.2$4.59$5.92$1.33
2023Detailed filing. Detailed filing data is available for this year.$71.2$0.00$71.2$5.24$6.12$0.87
2022Detailed filing. Detailed filing data is available for this year.$71.8$0.00$71.8$14.8$5.65$9.12
2021Detailed filing. Detailed filing data is available for this year.$68.4$0.00$68.4$8.65$4.51$4.13
2020Detailed filing. Detailed filing data is available for this year.$54.4$0.00$54.4$5.20$3.99$1.21
2019Detailed filing. Detailed filing data is available for this year.$53.1$0.00$53.1$5.99$4.02$1.98
2018Detailed filing. Detailed filing data is available for this year.$51.2$0.00$51.2$4.09$3.88$0.21
2017Detailed filing. Detailed filing data is available for this year.$51.6$0.00$51.6$4.57$3.93$0.64
2016Detailed filing. Detailed filing data is available for this year.$47.2$0.00$47.2$3.44$3.62$0.19
2015Summary only. Only limited summary data is available for this year.$47.4$0.00$4.25$3.39$0.87
2014Summary only. Only limited summary data is available for this year.$46.6$0.00$3.43$3.05$0.38
2013Summary only. Only limited summary data is available for this year.$46.2$0.00$3.52$2.87$0.65
2012Summary only. Only limited summary data is available for this year.$45.5$0.00$0.42$2.84$2.42
2011Summary only. Only limited summary data is available for this year.$48.0$0.00$2.34$2.89$0.55