Civic Intelligence

Invesco Foundation Inc

990PF • Fiscal year 2018 • EIN 76-0522586

Jan 01, 2018 to Dec 31, 2018 • Filed on May 02, 2019

Organization Profile
1555 Peachtree Street NEAtlanta, GA 30309

(713) 830-3400

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

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

Liabilities / Revenue

26th percentile

0.00x

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

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

Net Margin

3rd percentile

-184%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

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

Asset Growth

28th percentile

-3.5%

Faster asset growth than 28% of similar nonprofits.

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

Revenue Growth

96th percentile

203%

Faster revenue growth than 96% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,188,341

Down $43,571 (-3.5%) from 2017

Net Assets

Down

$1,188,341

Down $43,571 (-3.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin3rd percentile

Revenue

Up

$23,688

Up $15,883 (+203%) from 2017

Expenses

Down

$67,259

Down $3,020 (-4.3%) from 2017

Net Income

Up

-$43,571

Up $18,903 (+30%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$15M$10M$5.0M$0Assets 2011: $1,250,082Liabilities 2011: $02011Assets 2012: $1,253,202Liabilities 2012: $02012Assets 2013: $1,264,736Liabilities 2013: $02013Assets 2014: $1,275,589Liabilities 2014: $02014Assets 2015: $1,288,233Liabilities 2015: $0Net Assets 2015: $1,288,2332015Assets 2017: $1,231,912Liabilities 2017: $0Net Assets 2017: $1,231,9122017Assets 2018: $1,188,341Liabilities 2018: $0Net Assets 2018: $1,188,3412018Assets 2019: $1,181,252Liabilities 2019: $0Net Assets 2019: $1,181,2522019Assets 2020: $1,120,107Liabilities 2020: $0Net Assets 2020: $1,120,1072020Assets 2021: $1,085,215Liabilities 2021: $0Net Assets 2021: $1,085,2152021Assets 2022: $11,615,192Liabilities 2022: $0Net Assets 2022: $11,615,1922022Assets 2023: $10,170,909Liabilities 2023: $0Net Assets 2023: $10,170,9092023Assets 2024: $9,974,043Liabilities 2024: $0Net Assets 2024: $9,974,0432024

Highlighted filing

2018

Assets$1,188,341
Liabilities$0
Net Assets$1,188,341
Open 2018 Filing

Operations Trend

Revenue Growth96th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $218,691Expenses 2011: $2,115,012Net Income 2011: -$1,896,3212011Revenue 2012: $17,475Expenses 2012: $14,355Net Income 2012: $3,1202012Revenue 2013: $14,545Expenses 2013: $3,011Net Income 2013: $11,5342013Revenue 2014: $14,180Expenses 2014: $3,327Net Income 2014: $10,8532014Revenue 2015: $15,049Expenses 2015: $2,405Net Income 2015: $12,6442015Revenue 2017: $7,805Expenses 2017: $70,279Net Income 2017: -$62,4742017Revenue 2018: $23,688Expenses 2018: $67,259Net Income 2018: -$43,5712018Revenue 2019: $25,796Expenses 2019: $32,885Net Income 2019: -$7,0892019Revenue 2020: $7,888Expenses 2020: $69,033Net Income 2020: -$61,1452020Revenue 2021: $2,307Expenses 2021: $37,199Net Income 2021: -$34,8922021Revenue 2022: $10,568,095Expenses 2022: $38,118Net Income 2022: $10,529,9772022Revenue 2023: -$865,917Expenses 2023: $578,366Net Income 2023: -$1,444,2832023Revenue 2024: $367,133Expenses 2024: $563,999Net Income 2024: -$196,8662024

Highlighted filing

2018

Revenue$23,688
Expenses$67,259
Net Income-$43,571
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 2, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Washington C DenderTrustee-$0--
Kellie SchonbergTrustee-$0--
Loren M StarrTrustee-$0--
Kevin M CaromeFormer Trst.-$0--
Filing and Contact Details

Filer

Filer Name
Invesco Foundation
EIN
76-0522586
Phone
7138303400
Address
1555 Peachtree Street NE, Atlanta, GA 30309

Signing Officer

Name
Loren M Starr
Title
Trustee
Signed
2019-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Jody Blazek
Phone
7134395739
Raw XML Appendix277 raw XML fields

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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt240 Courtland St NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Atlanta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Atlanta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Atlanta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030327
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd130308
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd230303
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt061000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt057823
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0584
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt057823
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02788
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02788
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt061195
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02788
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02788
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0584
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0195
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0195
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06064
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment management fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06064
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Loren M Starr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Invesco Foundation
ReturnHeader/Filer/BusinessNameControlTxt0INVE
ReturnHeader/Filer/EIN0760522586
ReturnHeader/Filer/PhoneNum07138303400
ReturnHeader/Filer/USAddress/AddressLine1Txt01555 Peachtree Street NE
ReturnHeader/Filer/USAddress/CityNm0Atlanta
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030309
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760269860
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Blazek & Vetterling
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02900 Weslayan Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0770275132
ReturnHeader/PreparerPersonGrp/PhoneNum07134395739
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jody Blazek
ReturnHeader/ReturnTs02019-05-02T15:11:25-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,188,341
Liabilities
$0
Net assets
$1,188,341
Revenue
$23,688
Expenses
$67,259
Net income
-$43,571
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.97$0.00$9.97$0.37$0.56$0.20
2023Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.87$0.58$1.44
2022Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$10.6$0.04$10.5
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.00$0.04$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.01$0.07$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.03$0.03$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.02$0.07$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.01$0.07$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.02$0.00$0.01
2014Summary only. Only limited summary data is available for this year.$1.28$0.00$0.01$0.00$0.01
2013Summary only. Only limited summary data is available for this year.$1.26$0.00$0.01$0.00$0.01
2012Summary only. Only limited summary data is available for this year.$1.25$0.00$0.02$0.01$0.00
2011Summary only. Only limited summary data is available for this year.$1.25$0.00$0.22$2.12$1.90