Civic Intelligence

Commonwealth Foundation II

990PF • Fiscal year 2023 • EIN 62-1668517

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization ProfileN/A
210 RIDGE MCINTIRE ROAD Suite 350Charlottesville, VA 22903

(518) 640-5000

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

3rd percentile

0.00x

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

89th percentile

42%

Faster asset growth than 89% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-47%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$46,762,071

Up $13,860,242 (+42%) from 2022

Net Assets

Up

$46,762,071

Up $13,860,242 (+42%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin81st percentile

Revenue

Down

$4,499,415

Down $4,014,485 (-47%) from 2022

Expenses

Up

$3,394,942

Up $397,687 (+13%) from 2022

Net Income

Down

$1,104,473

Down $4,412,172 (-80%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$60M$40M$20M$0Assets 2010: $23,802,562Liabilities 2010: $0Net Assets 2010: $23,802,5622010Assets 2011: $20,394,479Liabilities 2011: $0Net Assets 2011: $20,394,4792011Assets 2012: $18,846,286Liabilities 2012: $0Net Assets 2012: $18,846,2862012Assets 2013: $18,559,123Liabilities 2013: $0Net Assets 2013: $18,559,1232013Assets 2014: $19,529,353Liabilities 2014: $0Net Assets 2014: $19,529,3532014Assets 2017: $16,683,156Liabilities 2017: $0Net Assets 2017: $16,683,1562017Assets 2019: $15,399,783Liabilities 2019: $1,200,000Net Assets 2019: $14,199,7832019Assets 2020: $15,095,045Liabilities 2020: $0Net Assets 2020: $15,095,0452020Assets 2021: $14,952,471Liabilities 2021: $1,395,000Net Assets 2021: $13,557,4712021Assets 2022: $32,901,829Liabilities 2022: $0Net Assets 2022: $32,901,8292022Assets 2023: $46,762,071Liabilities 2023: $0Net Assets 2023: $46,762,0712023Assets 2024: $53,156,603Liabilities 2024: $0Net Assets 2024: $53,156,6032024

Highlighted filing

2023

Assets$46,762,071
Liabilities$0
Net Assets$46,762,071
Open 2023 Filing

Operations Trend

Revenue Growth6th percentile

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

$10M$5.0M$0-$5.0MRevenue 2010: -$21,576Expenses 2010: $1,298,503Net Income 2010: -$1,320,0792010Expenses 2011: $3,735,7092011Expenses 2012: $2,019,1422012Revenue 2013: $1,226,363Expenses 2013: $1,513,526Net Income 2013: -$287,1632013Revenue 2014: $3,379,962Expenses 2014: $2,409,732Net Income 2014: $970,2302014Revenue 2017: $6,099,478Expenses 2017: $8,862,649Net Income 2017: -$2,763,1712017Revenue 2019: $2,466,181Expenses 2019: $3,493,400Net Income 2019: -$1,027,2192019Revenue 2020: $5,309,838Expenses 2020: $4,414,576Net Income 2020: $895,2622020Revenue 2021: $2,948,342Expenses 2021: $4,485,916Net Income 2021: -$1,537,5742021Revenue 2022: $8,513,900Expenses 2022: $2,997,255Net Income 2022: $5,516,6452022Revenue 2023: $4,499,415Expenses 2023: $3,394,942Net Income 2023: $1,104,4732023Revenue 2024: $1,668,355Expenses 2024: $5,830,654Net Income 2024: -$4,162,2992024

Highlighted filing

2023

Revenue$4,499,415
Expenses$3,394,942
Net Income$1,104,473
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Mission and Program Overview

Mission

Support of other 501(c)(3) organizations

Compensation and Service Providers
Top Officer Pay9th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert D HardieDirector-$0--
Molly G HardieDirector-$0--
Filing and Contact Details

Filer

Filer Name
H7 Foundation
EIN
62-1668517
In Care Of
% JENNIFER FEIST
Phone
5186405000
Address
210 RIDGE MCINTIRE ROAD Suite 350, CHARLOTTESVILLE, VA 22903

Signing Officer

Name
Robert Hardie
Title
Director
Phone
5186405000
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
71 South Wacker Drive Suite 2600, Chicago, IL 60606
Preparer
Steven Miles
Phone
3123573950
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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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Molly G Hardie
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0210 RIDGE MCINTIRE ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Charlottesville
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VA
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1MOLLY G HARDIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03183960
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0See Attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0Suite 350
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02425404
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0464318
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01199368
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01800005
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01011697
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05233944
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0758556
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0464318
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01199368
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01800005
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01011697
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03183960
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0758556
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05233944
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04475388
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt012000
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0OTHER DECREASES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER DEDUCTIONS - K-1S
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04539
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04539
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2347
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Short-Term Capital Losses - K-1s
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Long-Term Capital Gains - K-1s
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-28590
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt11
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-28590
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11
OtherIncreasesSchedule/OtherIncreasesDetail/Amt012767769
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0OTHER INCREASES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0WELLS FARGO - LINE OF CREDIT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt039373
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt114392
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt2110
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt3126
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TAX FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2INVESTMENT EXP- FID 5878
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3INVESTMENT EXP- FID 5896
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt039373
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt17196
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt2110
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt3126
TaxesSchedule/TaxesDetail/Amt01092
TaxesSchedule/TaxesDetail/Amt1150978
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01092
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Hardie
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director

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
$46,762,071
Liabilities
$0
Net assets
$46,762,071
Revenue
$4,499,415
Expenses
$3,394,942
Net income
$1,104,473
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$53.2$0.00$53.2$1.67$5.83$4.16
2023Detailed filing. Detailed filing data is available for this year.$46.8$0.00$46.8$4.50$3.39$1.10
2022Detailed filing. Detailed filing data is available for this year.$32.9$0.00$32.9$8.51$3.00$5.52
2021Detailed filing. Detailed filing data is available for this year.$15.0$1.40$13.6$2.95$4.49$1.54
2020Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$5.31$4.41$0.90
2019Detailed filing. Detailed filing data is available for this year.$15.4$1.20$14.2$2.47$3.49$1.03
2017Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$6.10$8.86$2.76
2014Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$3.38$2.41$0.97
2013Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$1.23$1.51$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.8$0.00$18.8$2.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.4$0.00$20.4$3.74
2010Summary only. Only limited summary data is available for this year.$23.8$0.00$23.8$0.02$1.30$1.32