Civic Intelligence

Cfp Foundation

990PF • Fiscal year 2023 • EIN 76-0537479

Jan 01, 2023 to Dec 31, 2023 • Filed on Jan 27, 2025

11 Greenway Plaza 2600Houston, TX 77046

(713) 830-3400

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2023 filings • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

100th percentile

498%

Higher net margin than 100% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

25th percentile

$135,300

Higher top officer pay than 25% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Asset Growth

7th percentile

-8.9%

Faster asset growth than 7% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Assets

Down

$59,184,469

Down $5,804,099 (-8.9%) from 2022

Net Assets

Down

$59,184,469

Down $5,804,099 (-8.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

-$1,165,661

Down $3,233,905 (-156%) from 2022

Expenses

Down

$4,638,438

Down $552,807 (-11%) from 2022

Net Income

Down

-$5,804,099

Down $2,681,098 (-86%) from 2022

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2011: $16,673,697Liabilities 2011: $02011Assets 2012: $30,584,084Liabilities 2012: $02012Assets 2013: $38,623,990Liabilities 2013: $02013Assets 2014: $39,135,851Liabilities 2014: $02014Assets 2015: $42,424,299Liabilities 2015: $0Net Assets 2015: $42,424,2992015Assets 2016: $49,363,295Liabilities 2016: $13,304Net Assets 2016: $49,349,9912016Assets 2017: $53,127,707Liabilities 2017: $0Net Assets 2017: $53,127,7072017Assets 2018: $54,127,740Liabilities 2018: $0Net Assets 2018: $54,127,7402018Assets 2019: $55,951,577Liabilities 2019: $0Net Assets 2019: $55,951,5772019Assets 2020: $63,595,242Liabilities 2020: $0Net Assets 2020: $63,595,2422020Assets 2021: $68,111,569Liabilities 2021: $0Net Assets 2021: $68,111,5692021Assets 2022: $64,988,568Liabilities 2022: $0Net Assets 2022: $64,988,5682022Assets 2023: $59,184,469Liabilities 2023: $0Net Assets 2023: $59,184,4692023Assets 2024: $63,005,164Liabilities 2024: $0Net Assets 2024: $63,005,1642024

Highlighted filing

2023

Assets$59,184,469
Liabilities$0
Net Assets$59,184,469

Operations Trend

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

$20M$10M$0-$10MRevenue 2011: $652,738Expenses 2011: $1,000,351Net Income 2011: -$347,6132011Revenue 2012: $18,680,817Expenses 2012: $1,000,878Net Income 2012: $17,679,9392012Revenue 2013: $11,252,556Expenses 2013: $1,844,960Net Income 2013: $9,407,5962013Revenue 2014: $2,305,363Expenses 2014: $1,793,502Net Income 2014: $511,8612014Revenue 2015: $6,025,571Expenses 2015: $2,635,049Net Income 2015: $3,390,5222015Revenue 2016: $10,500,953Expenses 2016: $2,854,769Net Income 2016: $7,646,1842016Revenue 2017: $8,019,343Expenses 2017: $2,913,866Net Income 2017: $5,105,4772017Revenue 2018: $4,404,572Expenses 2018: $3,404,539Net Income 2018: $1,000,0332018Revenue 2019: $7,343,318Expenses 2019: $3,522,585Net Income 2019: $3,820,7332019Revenue 2020: $12,747,306Expenses 2020: $3,434,255Net Income 2020: $9,313,0512020Revenue 2021: $8,682,034Expenses 2021: $4,165,707Net Income 2021: $4,516,3272021Revenue 2022: $2,068,244Expenses 2022: $5,191,245Net Income 2022: -$3,123,0012022Revenue 2023: -$1,165,661Expenses 2023: $4,638,438Net Income 2023: -$5,804,0992023Revenue 2024: $8,040,782Expenses 2024: $4,220,087Net Income 2024: $3,820,6952024

Highlighted filing

2023

Revenue-$1,165,661
Expenses$4,638,438
Net Income-$5,804,099
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jan 27, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Clayton M HarknessExecutive DirectorFT$123,000$12,300$135,300
Gary T CrumPresident/Treasurer-$0--
Sylvie P CrumExecutive VP-$0--
Filing and Contact Details

Filer

Filer Name
CFP Foundation
EIN
76-0537479
Phone
7138303400
Address
11 Greenway Plaza 2600, Houston, TX 77046

Signing Officer

Name
Gary T Crum
Title
President/Treasurer
Phone
7138303400
Signed
2025-01-27
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Barbara Murphy
Phone
7134395739
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1COLUMBIA SMALL CAP GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2JPMORGAN GROWTH ADVANTAGE FUND CLASS I
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4BERKSHIRE HATHAWAY INC NEW CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6FOUR CORNERS PPTY TRUST REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7PRICE T ROWE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9INVESCO QQQ TRUST ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ABBOTT LABORATORIES COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ACADEMY SPORTS AND OUTDOORS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13AGILENT TECHNOLOGIES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14AIA GROUP LTD SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15AIR LIQUIDE ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16AIRBUS SE ADR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18ALIGN TECHNOLOGY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19ALNYLAM PHARMACEUTICALS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20ALPHABET INC CAP STK CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21ALPHABET INC CAP STK CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22AMADEUS IT HLDG S A ADS

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$63.0$0.00$63.0$8.04$4.22$3.82
2023Detailed filing. Detailed filing data is available for this year.$59.2$0.00$59.2$1.17$4.64$5.80
2022Detailed filing. Detailed filing data is available for this year.$65.0$0.00$65.0$2.07$5.19$3.12
2021Detailed filing. Detailed filing data is available for this year.$68.1$0.00$68.1$8.68$4.17$4.52
2020Detailed filing. Detailed filing data is available for this year.$63.6$0.00$63.6$12.7$3.43$9.31
2019Detailed filing. Detailed filing data is available for this year.$56.0$0.00$56.0$7.34$3.52$3.82
2018Detailed filing. Detailed filing data is available for this year.$54.1$0.00$54.1$4.40$3.40$1.00
2017Detailed filing. Detailed filing data is available for this year.$53.1$0.00$53.1$8.02$2.91$5.11
2016Detailed filing. Detailed filing data is available for this year.$49.4$0.01$49.3$10.5$2.85$7.65
2015Detailed filing. Detailed filing data is available for this year.$42.4$0.00$42.4$6.03$2.64$3.39
2014Summary only. Only limited summary data is available for this year.$39.1$0.00$2.31$1.79$0.51
2013Summary only. Only limited summary data is available for this year.$38.6$0.00$11.3$1.84$9.41
2012Summary only. Only limited summary data is available for this year.$30.6$0.00$18.7$1.00$17.7
2011Summary only. Only limited summary data is available for this year.$16.7$0.00$0.65$1.00$0.35