Civic Intelligence

Wayne G Basler Charitable Foundation

990PF • Fiscal year 2023 • EIN 62-1347054

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

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.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

11th percentile

-68%

Higher net margin than 11% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

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.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

25th percentile

-2.8%

Faster asset growth than 25% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

17th percentile

-25%

Faster revenue growth than 17% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Flat

$8,211,359

Flat from 2023

Net Assets

$8,211,359

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin11th percentile

Revenue

Flat

$372,148

Flat from 2023

Expenses

Flat

$625,291

Flat from 2023

Net Income

Flat

-$253,143

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth25th 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: $0Net Assets 2023: $8,211,3592023Assets 2023: $8,211,359Liabilities 2023: $12023Assets 2024: $8,234,507Liabilities 2024: $0Net Assets 2024: $8,234,5072024

Highlighted filing

2023

Assets$8,211,359
Liabilities$0
Net Assets$8,211,359
Open 2023 Filing

Operations Trend

Revenue Growth17th 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 2023: $372,148Expenses 2023: $625,291Net Income 2023: -$253,1432023Revenue 2024: $741,021Expenses 2024: $714,931Net Income 2024: $26,0902024

Highlighted filing

2023

Revenue$372,148
Expenses$625,291
Net Income-$253,143
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
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
2024-11-13
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12081370
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12120957
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt122474701
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt123219837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt124121255
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12575745
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt126126652
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12783218
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12887627
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt129132243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13033872
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt131814319
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13277398
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt133191451
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt134311557
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13535477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AGREE REALTY CORP (ADC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALAMO GROUP INC (ALG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALLEGIANT TRAVEL (ALGT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMERIS BANCORP (ABCB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALLEGRO MICROSYSTEMS (ALGM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMERISAFE INC (AMSF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6APPFOLIO INC (APPF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ARTCUTIS BIOTHERAPEUTICS INC (ARQT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8APPLE INC (AAPL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ATRICURE INC COM (ATRC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AVIENT CORPORATION (AVNT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11AZENTA INC (AZTA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BALCHEM CP (BCPC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BOOT BARN HLDGS INC COM (BOOT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ARTIVION INC COM (AORT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ATLANTICA SUSTAINABLE INFR PLC (AY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CATHAY GENERAL BANCORP (CATY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17BIOCRYST PHARM INC (BCRX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CENTRAL GARDEN & PET CO CL A (CENTA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CBIZ INC (CBZ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CHENIERE ENERGY INC (LNG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CHUYS HOLDINGS INC (CHUY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22COHEN & STEERS INC (CNS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CHAMPIONX CORPORATION (CHX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CHART INDS INC (LNG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CRYOPORT INC (CYRX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26DESCARTES SYSTEMS GROUP INC (DSGX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27DUCOMMUN INC (DCO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28ENDAVA PLC ADR (DAVA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ENERGY TRANSFER LP COM UT LTD (ET)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ENTERPRISE PROD PRTNRS L.P. (EPD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31EQUITRANS MIDSTREAM CORPORATION (ETRN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32FIRST WATCH RES (FWRG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33FOX FACTORY HOLDING (FOXF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34GLACIER BANCORP INC NEW (GBCI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35GLOBUS MEDICAL INC A (GMED)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36GRAND CANYON ED INC COM (LOPE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37ENLINK MIDSTREAM LLC (ENLC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38HALOZYME THERAPEUTICS INC (HALO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39HEATHEQUITY INC COM (HQY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40HEARTLAND EXPRESS INC (HTLD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41HELEN OF TROY (HELE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42HORACE MANN EDUCATORS CP (HMN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43HOULIHAN LOKEY INC CL A (HLI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ICF INTL INC (ICFI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45ICU MEDICAL INC (ICUI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46IDACORP (IDA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47INDEPENDENT BK MASS (INDB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48INTAPP INC (INTA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49INTEGRA LIFESCIENCES CRP NEW (IART)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50INTRA-CELLULAR THERAPIES INC (ITCI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51KINDER MORGAN INCORP (KMI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52LITHIA MOTORS INC A (LAD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53MACOM TECHNOLOGY SOLU HLDS (MTSI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MAGNOLIA OIL & GAS CORP CL A (MGY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MATADOR RES CO (MTDR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MEDPACE HOLDINGS, INC. (MEDP)

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,211,359
Liabilities
$0
Net assets
$8,211,359
Revenue
$372,148
Expenses
$625,291
Net income
-$253,143
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
2023Detailed filing. Detailed filing data is available for this year.$8.21$0.00$8.21$0.37$0.63$0.25
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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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