Civic Intelligence

Wayne G Basler Charitable Foundation

990PF • Fiscal year 2021 • EIN 62-1347054

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 03, 2022

Organization Profile
PO Box 2049Kingsport, TN 37662

(423) 306-4215

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

20th percentile

-3.2%

Higher net margin than 20% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

29th percentile

1.3%

Faster asset growth than 29% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

71st percentile

43%

Faster revenue growth than 71% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$8,684,868

Up $112,040 (+1.3%) from 2020

Net Assets

$8,684,868

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin20th percentile

Revenue

Up

$567,008

Up $169,557 (+43%) from 2020

Expenses

Down

$585,193

Down $145,029 (-20%) from 2020

Net Income

Up

-$18,185

Up $314,586 (+95%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$10M$5.0M$0Assets 2011: $6,810,429Liabilities 2011: $02011Assets 2012: $6,620,912Liabilities 2012: $02012Assets 2013: $6,963,637Liabilities 2013: $02013Assets 2014: $7,540,401Liabilities 2014: $02014Assets 2015: $7,562,258Liabilities 2015: $02015Assets 2019: $8,905,599Liabilities 2019: $02019Assets 2020: $8,572,828Liabilities 2020: $12020Assets 2021: $8,684,868Liabilities 2021: $0Net Assets 2021: $8,684,8682021Assets 2022: $8,444,292Liabilities 2022: $0Net Assets 2022: $8,444,2922022Assets 2023: $8,211,359Liabilities 2023: $12023Assets 2024: $8,234,507Liabilities 2024: $0Net Assets 2024: $8,234,5072024

Highlighted filing

2021

Assets$8,684,868
Liabilities$0
Net Assets$8,684,868
Open 2021 Filing

Operations Trend

Revenue Growth71st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $594,544Expenses 2011: $439,767Net Income 2011: $154,7772011Revenue 2012: $255,044Expenses 2012: $444,561Net Income 2012: -$189,5172012Revenue 2013: $766,820Expenses 2013: $424,095Net Income 2013: $342,7252013Revenue 2014: $1,035,103Expenses 2014: $458,339Net Income 2014: $576,7642014Revenue 2015: $705,978Expenses 2015: $684,121Net Income 2015: $21,8572015Revenue 2019: $285,993Expenses 2019: $511,441Net Income 2019: -$225,4482019Revenue 2020: $397,451Expenses 2020: $730,222Net Income 2020: -$332,7712020Revenue 2021: $567,008Expenses 2021: $585,193Net Income 2021: -$18,1852021Revenue 2022: $498,471Expenses 2022: $683,659Net Income 2022: -$185,1882022Revenue 2023: $372,148Expenses 2023: $625,291Net Income 2023: -$253,1432023Revenue 2024: $741,021Expenses 2024: $714,931Net Income 2024: $26,0902024

Highlighted filing

2021

Revenue$567,008
Expenses$585,193
Net Income-$18,185
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 3, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WAYNE G BASLERTrustee-$0--
SHARI L HILLMAN KINGFoundation ManagerPT$0--
Filing and Contact Details

Filer

Filer Name
Wayne G Basler Charitable Foundation
EIN
62-1347054
Phone
4233064215
Address
PO BOX 2049, KINGSPORT, TN 37662

Signing Officer

Name
Wayne G Basler
Title
Trustee
Phone
4233064215
Signed
2022-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
5255 EAST WILLIAMS CIRCLE SUITE, 5000, TUCSON, AZ 85711
Preparer
Herb Hoffman CPA
Phone
5207903500
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AppliedToPriorYearElection/ElectionDesc0PURSUANT TO CODE SEC. 4942(H) AND REG 53.4942(A)-3(D)(2) THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR 2020 IN THE FOLLOWING AMOUNT-$65,405.THE ISSUE DISCLOSED IN THE FOOTNOTE BELOW, AND INCLUDED IN THE TAX YEAR 2019 RETURN, WAS REMEDIED THROUGH THE DISTRIBUTION OF $65,405 IN 2020 OF PRIOR UNDISTRIBUTED AMOUNTS ORIGINATING FROM TAX YEAR 2018.THE FOLLOWING FOOTNOTE WAS INCLUDED IN THE 2019 TAX RETURN:FORM 4720, PAGE 1 QUESTION BTHE TAXPAYER INADVERTENTLY DID NOT DISTRIBUTE THE INCOME EARNED IN TAX YEAR 2018 BEFORE THE END OF 2019. UPON DISCOVERY OF THE SITUATION, THE FOUNDATION MANAGER MADE A QUALIFYING DISTRIBUTION IN EXCESS OF THE AMOUNT NEEDED TO REDUCE UNDISTRIBUTED INCOME FOR THAT YEAR TO ZERO.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11884225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt119897081
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12088238
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt121141230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12225914
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt123493480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt124261930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt125131793
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12620741
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt127171328
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12876440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12924131
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt130829990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt131250436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt132334025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13322759
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13437767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AGREE REALTY CORP (ADC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALAMO GROUP INC (ALG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALLEGIANT TRAVEL (ALGT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMERIS BANCORP (ABCB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMERISAFE INC (AMSF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5APPLE INC (AAPL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ATRICURE INC COM (ATRC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AVIENT CORPORATION (AVNT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AZENTA INC (AZTA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BALCHEM CP (BCPC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BOOT BARN HLDGS INC COM (BOOT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CASTLE BIOSCIENCES INC (CSTL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CATHAY GENERAL BANCORP (CATY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CENTRAL GARDEN & PET CO CL A (CENTA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CERENCE INC (CRNC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CHEMOCENTRYX INC (CCXI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CHENIERE ENERGY INC (LNG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CHURCHILL DOWNS INC (CHDN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CHUYS HOLDINGS INC (CHUY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19COHEN & STEERS INC (CNS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20COVERTUS INC (CVET)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CRYOLIFE INC (CRY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CRYOPORT INC (CYRX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23DESCARTES SYSTEMS GROUP INC (DSGX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24DT MIDSTREAM INC (DTM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25ENBRIDGE INC (ENB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26ENDAVA PLC ADR (DAVA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27ENERGY TRANSFER LP COM UT LTD (ET)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28ENTERPRISE PROD PRTNRS L.P. (EPD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29EQUITRANS MIDSTREAM CORPORATION (ETRN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30FIVE BELOW (FIVE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31GLACIER BANCORP INC NEW (GBCI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32GLOBUS MEDICAL INC A (GMED)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33GRAND CANYON ED INC COM (LOPE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34HALOZYME THERAPEUTICS INC (HALO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35HEATHEQUITY INC COM (HQY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36HEARTLAND EXPRESS INC (HTLD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37HELEN OF TROY (HELE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38HELIOS TECHNOLOGIES INC (HLIO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39HESS MIDSTREAM LP CL A (HESM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40HORACE MANN EDUCATORS CP (HMN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41HOULIHAN LOKEY INC CL A (HLI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ICF INTL INC (ICFI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ICU MEDICAL INC (ICUI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44IDACORP (IDA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45INDEPENDENT BK MASS (INDB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46INTEGRA LIFESCIENCES CRP NEW (IART)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47INTRA-CELLULAR THERAPIES INC (ITCI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48KINDER MORGAN INCORP (KMI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49LHC GRP (LHCG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50LITHIA MOTORS INC A (LAD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51MACOM TECHNOLOGY SOLU HLDS (MTSI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52MAGELLAN MIDSTREAM PARTNERS LP (MMP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53MAGNOLIA OIL & GAS CORP CL A (MGY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MATADOR RES CO (MTDR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MEDPACE HOLDINGS, INC. (MEDP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MICROSOFT CORP (MSFT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MINERALS TECHNOLOGY INC (MTX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MPLX LP COM UNIT REP LTD (MPLX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59NATIONAL HEALTH INVESTORS INC (NHI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60NORTHWESTERN CORP (NWE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61NOVANTA INC (NOVT)

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,684,868
Liabilities
$0
Net assets
$8,684,868
Revenue
$567,008
Expenses
$585,193
Net income
-$18,185
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.23$0.00$8.23$0.74$0.71$0.03
2023Summary only. Only limited summary data is available for this year.$8.21$0.00$0.37$0.63$0.25
2022Detailed filing. Detailed filing data is available for this year.$8.44$0.00$8.44$0.50$0.68$0.19
2021Detailed filing. Detailed filing data is available for this year.$8.68$0.00$8.68$0.57$0.59$0.02
2020Summary only. Only limited summary data is available for this year.$8.57$0.00$0.40$0.73$0.33
2019Summary only. Only limited summary data is available for this year.$8.91$0.00$0.29$0.51$0.23
2015Summary only. Only limited summary data is available for this year.$7.56$0.00$0.71$0.68$0.02
2014Summary only. Only limited summary data is available for this year.$7.54$0.00$1.04$0.46$0.58
2013Summary only. Only limited summary data is available for this year.$6.96$0.00$0.77$0.42$0.34
2012Summary only. Only limited summary data is available for this year.$6.62$0.00$0.26$0.44$0.19
2011Summary only. Only limited summary data is available for this year.$6.81$0.00$0.59$0.44$0.15