Civic Intelligence

The Arrowhead Foundation Inc

990PF • Fiscal year 2020 • EIN 81-1772880

Jan 01, 2020 to Dec 31, 2020 • Filed on May 14, 2021

Organization Profile
PO Box 6431Snowmass Village, CO 81615

(212) 406-3900

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

46th percentile

2.7%

Higher net margin than 46% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

39th percentile

0.2%

Faster asset growth than 39% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

84th percentile

45%

Faster revenue growth than 84% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$3,913,759

Up $8,263 (+0.2%) from 2019

Net Assets

Up

$3,913,759

Up $8,263 (+0.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin46th percentile

Revenue

Up

$405,840

Up $125,474 (+45%) from 2019

Expenses

Down

$394,961

Down $65,721 (-14%) from 2019

Net Income

Up

$10,879

Up $191,195 (+106%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$6.0M$4.0M$2.0M$0Assets 2019: $3,905,496Liabilities 2019: $0Net Assets 2019: $3,905,4962019Assets 2020: $3,913,759Liabilities 2020: $0Net Assets 2020: $3,913,7592020Assets 2021: $4,093,839Liabilities 2021: $0Net Assets 2021: $4,093,8392021Assets 2022: $3,483,477Liabilities 2022: $0Net Assets 2022: $3,483,4772022Assets 2023: $3,291,642Liabilities 2023: $0Net Assets 2023: $3,291,6422023Assets 2024: $2,987,794Liabilities 2024: $0Net Assets 2024: $2,987,7942024

Highlighted filing

2020

Assets$3,913,759
Liabilities$0
Net Assets$3,913,759
Open 2020 Filing

Operations Trend

Revenue Growth84th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2019: $280,366Expenses 2019: $460,682Net Income 2019: -$180,3162019Revenue 2020: $405,840Expenses 2020: $394,961Net Income 2020: $10,8792020Revenue 2021: $519,821Expenses 2021: $342,783Net Income 2021: $177,0382021Revenue 2022: -$198,981Expenses 2022: $409,702Net Income 2022: -$608,6832022Revenue 2023: $59,933Expenses 2023: $252,384Net Income 2023: -$192,4512023Revenue 2024: $70,356Expenses 2024: $371,013Net Income 2024: -$300,6572024

Highlighted filing

2020

Revenue$405,840
Expenses$394,961
Net Income$10,879
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 14, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS E O'CONNORDir/Pres-$0--
JANET M O'CONNORDir/Sec-$0--
CHRISTOPHER E O'CONNORDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Arrowhead Foundation Inc
EIN
81-1772880
In Care Of
% THOMAS E O'CONNOR
Address
PO BOX 6431, SNOWMASS VILLAGE, CO 81615

Signing Officer

Name
THOMAS O'CONNOR
Title
Director
Phone
2124063900
Signed
2021-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Stewart J Martin LLC
Address
225 BROADWAY-SUITE 1501, NEW YORK, NY 10007
Preparer
Stewart J Martin
Phone
2124063900
Raw XML Appendix317 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/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0272501
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0272501
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0155936
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt031669
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0256804
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt069199
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0155936
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt031669
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0341700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt069199
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0256804
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0187605
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0THOMAS JANET O'CONNOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0520 SPRUCE RIDGE LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SNOWMASS VILLAGE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd081615
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt060430
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt040539
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INVESTMENT IN AG CAPITAL
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt033364
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt055120
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02616
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK TO TAX ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0RAYMOND JAMES FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1THRU AG CAPITAL RECOVERY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt043804
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11349
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt210
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-22
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1276
OtherIncomeSchedule2/OtherIncomeDetail/Desc0THRU AG CAPITAL RECOVERY PTNS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1FEDERAL REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-22
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1276
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-22
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1276
TaxesSchedule/TaxesDetail/Amt01272
TaxesSchedule/TaxesDetail/Amt1800
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS O'CONNOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02124063900
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ARROWHEAD FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ARRO
ReturnHeader/Filer/EIN0811772880
ReturnHeader/Filer/InCareOfNm0% THOMAS E O'CONNOR
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6431
ReturnHeader/Filer/USAddress/CityNm0SNOWMASS VILLAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081615
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEWART J MARTIN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 BROADWAY-SUITE 1501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010007
ReturnHeader/PreparerPersonGrp/PhoneNum02124063900
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEWART J MARTIN
ReturnHeader/ReturnTs02021-08-18T09:05:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OCONNOR
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,913,759
Liabilities
$0
Net assets
$3,913,759
Revenue
$405,840
Expenses
$394,961
Net income
$10,879
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.07$0.37$0.30
2023Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.06$0.25$0.19
2022Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.20$0.41$0.61
2021Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.52$0.34$0.18
2020Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.41$0.39$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.28$0.46$0.18