Civic Intelligence

Michael and Ina Korek Foundation Trust

EIN 77-6140213 • Wilmington, DE

Foundation Source 501 Silverside RdWilmington, DE 19809-1377
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

29th percentile

-3.8%

Higher net margin than 29% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

41st percentile

$60,000

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 11.3% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

34th percentile

-0.2%

Faster asset growth than 34% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

134%

Faster revenue growth than 90% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$8,260,127

Down $20,355 (-0.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$8,260,127

Down $20,355 (-0.2%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin29th percentile

Revenue

Up

$531,269

Up $304,076 (+134%) from 2023

Expenses

Down

$551,624

Down $18,782 (-3.3%) from 2023

Net Income

Up

-$20,355

Up $322,858 (+94%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2011: $1,161,242Liabilities 2011: $02011Assets 2012: $1,471,621Liabilities 2012: $0Net Assets 2012: $1,471,6212012Assets 2013: $8,872,996Liabilities 2013: $7,547Net Assets 2013: $8,865,4492013Assets 2014: $9,130,957Liabilities 2014: $8,205Net Assets 2014: $9,122,7522014Assets 2015: $8,840,854Liabilities 2015: $23,140Net Assets 2015: $8,817,7142015Assets 2016: $8,584,173Liabilities 2016: $0Net Assets 2016: $8,584,1732016Assets 2017: $8,720,509Liabilities 2017: $7,069Net Assets 2017: $8,713,4402017Assets 2018: $8,709,974Liabilities 2018: $51,663Net Assets 2018: $8,658,3112018Assets 2019: $8,569,349Liabilities 2019: $0Net Assets 2019: $8,569,3492019Assets 2020: $8,243,327Liabilities 2020: $24,057Net Assets 2020: $8,219,2702020Assets 2021: $8,833,968Liabilities 2021: $0Net Assets 2021: $8,833,9682021Assets 2022: $8,623,695Liabilities 2022: $0Net Assets 2022: $8,623,6952022Assets 2023: $8,280,482Liabilities 2023: $0Net Assets 2023: $8,280,4822023Assets 2024: $8,260,127Liabilities 2024: $0Net Assets 2024: $8,260,1272024

Highlighted filing

2024

Assets$8,260,127
Liabilities$0
Net Assets$8,260,127
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $195,074Expenses 2011: $54,933Net Income 2011: $140,1412011Expenses 2012: $68,8772012Revenue 2013: $7,583,697Expenses 2013: $189,869Net Income 2013: $7,393,8282013Revenue 2014: $595,487Expenses 2014: $338,909Net Income 2014: $256,5782014Revenue 2015: $207,175Expenses 2015: $512,313Net Income 2015: -$305,1382015Revenue 2016: $261,644Expenses 2016: $495,185Net Income 2016: -$233,5412016Revenue 2017: $627,678Expenses 2017: $499,411Net Income 2017: $128,2672017Revenue 2018: $458,914Expenses 2018: $514,043Net Income 2018: -$55,1292018Revenue 2019: $425,679Expenses 2019: $514,641Net Income 2019: -$88,9622019Revenue 2020: $164,883Expenses 2020: $514,962Net Income 2020: -$350,0792020Revenue 2021: $1,125,791Expenses 2021: $511,093Net Income 2021: $614,6982021Revenue 2022: $367,362Expenses 2022: $577,635Net Income 2022: -$210,2732022Revenue 2023: $227,193Expenses 2023: $570,406Net Income 2023: -$343,2132023Revenue 2024: $531,269Expenses 2024: $551,624Net Income 2024: -$20,3552024

Highlighted filing

2024

Revenue$531,269
Expenses$551,624
Net Income-$20,355
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,260,127
Liabilities
$0
Net assets
$8,260,127
Revenue
$531,269
Expenses
$551,624
Net income
-$20,355
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.26$0.00$8.26$0.53$0.55$0.02
2023Detailed filing. Detailed filing data is available for this year.$8.28$0.00$8.28$0.23$0.57$0.34
2022Detailed filing. Detailed filing data is available for this year.$8.62$0.00$8.62$0.37$0.58$0.21
2021Detailed filing. Detailed filing data is available for this year.$8.83$0.00$8.83$1.13$0.51$0.61
2020Detailed filing. Detailed filing data is available for this year.$8.24$0.02$8.22$0.16$0.51$0.35
2019Detailed filing. Detailed filing data is available for this year.$8.57$0.00$8.57$0.43$0.51$0.09
2018Detailed filing. Detailed filing data is available for this year.$8.71$0.05$8.66$0.46$0.51$0.06
2017Detailed filing. Detailed filing data is available for this year.$8.72$0.01$8.71$0.63$0.50$0.13
2016Detailed filing. Detailed filing data is available for this year.$8.58$0.00$8.58$0.26$0.50$0.23
2015Detailed filing. Detailed filing data is available for this year.$8.84$0.02$8.82$0.21$0.51$0.31
2014Detailed filing. Detailed filing data is available for this year.$9.13$0.01$9.12$0.60$0.34$0.26
2013Detailed filing. Detailed filing data is available for this year.$8.87$0.01$8.87$7.58$0.19$7.39
2012Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.07
2011Summary only. Only limited summary data is available for this year.$1.16$0.00$0.20$0.05$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 8, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Teresa BabbManaging TrusteePT$60,000-$60,000
Brian KorekExecutive DirectorPT$60,000-$60,000
Alek Dylan PeterlinTrustee-$0--
Brock PeterlinTrustee-$0--
Brynnly PeterlinTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Michael and Ina Korek Foundation Trust
EIN
77-6140213
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Brian Korek
Title
Trustee
Phone
8008391754
Signed
2025-10-08
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8457664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8517654
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8610592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8724354
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8823071
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8978753
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9023698
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ADOBE SYSTEMS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AGNICO EAGLE MINES LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALEXANDRIA REAL ESTATE EQUITIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMAZON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMERICAN TOWER REIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMETEK INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AT&T, INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CME GROUP, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CORTEVA INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20DANAHER CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22DOLLAR GENERAL CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29FAIRFAX FINL HLDGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30FEDEX CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32FRANCO NEV CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33GE HEALTHCARE TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34GEN DYNAMICS CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35GENERAL MILLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36GENERAL MOTORS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41HEICO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42HONEYWELL INTL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45INTUIT
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48KRAFT HEINZ CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49LENNAR CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54LOEWS CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MAGNA INTERNATIONAL INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62METTLER-TOLEDO INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MICROSOFT CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66PEPSICO INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68POWER CORPORATION OF CANADA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69PROCTER GAMBLE CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75SOUTHERN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76SPDR BARCLAYS CAPITAL 1-3 MONT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77STARBUCKS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78STRYKER CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79THE COCA-COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80THE HERSHEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81THOR INDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82TRANSDIGM GRP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83TRAVELERS COMPANIES INC
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InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0894605
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt046610
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt043823
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1158716
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3399868
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4440025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt578906
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0238529
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0299997
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0K-1 Inc/Loss
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt111600
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0120000
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08260127

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