Civic Intelligence

Finance of America Foundation

EIN 81-3611635 • Plano, TX

5830 Granite Parkway Suite 400Plano, TX 75024
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

50th percentile

1.1%

Higher net margin than 50% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-39%

Faster revenue growth than 23% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$6,538

Up $752 (+13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$6,538

Up $752 (+13%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin50th percentile

Revenue

Down

$70,000

Down $44,000 (-39%) from 2023

Expenses

Down

$69,248

Down $44,958 (-39%) from 2023

Net Income

Up

$752

Up $958 (+465%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$100K$50K$0Assets 2019: $5,228Liabilities 2019: $02019Assets 2020: $83,108Liabilities 2020: $0Net Assets 2020: $83,1082020Assets 2021: $55,560Liabilities 2021: $0Net Assets 2021: $55,5602021Assets 2022: $5,992Liabilities 2022: $0Net Assets 2022: $5,9922022Assets 2023: $5,786Liabilities 2023: $0Net Assets 2023: $5,7862023Assets 2024: $6,538Liabilities 2024: $0Net Assets 2024: $6,5382024

Highlighted filing

2024

Assets$6,538
Liabilities$0
Net Assets$6,538
Open 2024 Filing

Operations Trend

Revenue Growth23rd percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2019: $85,000Expenses 2019: $81,053Net Income 2019: $3,9472019Revenue 2020: $309,288Expenses 2020: $231,408Net Income 2020: $77,8802020Revenue 2021: $110,000Expenses 2021: $137,548Net Income 2021: -$27,5482021Revenue 2022: $165,000Expenses 2022: $214,568Net Income 2022: -$49,5682022Revenue 2023: $114,000Expenses 2023: $114,206Net Income 2023: -$2062023Revenue 2024: $70,000Expenses 2024: $69,248Net Income 2024: $7522024

Highlighted filing

2024

Revenue$70,000
Expenses$69,248
Net Income$752
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$6,538
Liabilities
$0
Net assets
$6,538
Revenue
$70,000
Expenses
$69,248
Net income
$752
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.70$0.69$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$1.14$1.14$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$1.65$2.15$0.50
2021Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$1.10$1.38$0.28
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$3.09$2.31$0.78
2019Summary only. Only limited summary data is available for this year.$0.05$0.00$0.85$0.81$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 16, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOUANN ROSSPresidentPT$0--
LAUREN RICHMONDSecretary-$0--
GRAHAM FLEMINGBoard Member-$0--
BRIAN LIBMANBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Finance of America Foundation
EIN
81-3611635
Phone
7929991839
Address
5830 GRANITE PARKWAY SUITE 400, PLANO, TX 75024

Signing Officer

Name
Louann Ross
Title
President
Phone
7929991839
Signed
2025-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Easy Office Dba Jitasa
Address
1120 S RACKHAM WAY, MERIDIAN, ID 83642
Preparer
Jeremy Cork
Phone
2082874777
Raw XML AppendixShowing 400 of 419 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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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0FINANCE OF AMERICA HOLDINGS LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt063000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SOFTWARE SERVICES
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LOUANN ROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07929991839
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCE OF AMERICA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0813611635

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