Civic Intelligence

Prime Foundation Inc.

990PF • Fiscal year 2020 • EIN 81-4380271

Jan 01, 2020 to Dec 31, 2020 • Filed on May 12, 2021

21255 Sr 4Lakeville, IN 46536

(574) 274-9502

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

8th percentile

-80%

Higher net margin than 8% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

21st percentile

-2.5%

Faster asset growth than 21% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

14th percentile

-36%

Faster revenue growth than 14% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Down

$17,820,086

Down $461,786 (-2.5%) from 2019

Net Assets

Down

$17,820,086

Down $461,786 (-2.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$585,884

Down $334,664 (-36%) from 2019

Expenses

Down

$1,052,038

Down $146,110 (-12%) from 2019

Net Income

Down

-$466,154

Down $188,554 (-68%) from 2019

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2016: $19,924,371Liabilities 2016: $0Net Assets 2016: $19,924,3712016Assets 2018: $18,563,840Liabilities 2018: $0Net Assets 2018: $18,563,8402018Assets 2019: $18,281,872Liabilities 2019: $0Net Assets 2019: $18,281,8722019Assets 2020: $17,820,086Liabilities 2020: $0Net Assets 2020: $17,820,0862020Assets 2021: $18,593,343Liabilities 2021: $0Net Assets 2021: $18,593,3432021Assets 2022: $18,907,275Liabilities 2022: $0Net Assets 2022: $18,907,2752022Assets 2023: $18,366,075Liabilities 2023: $0Net Assets 2023: $18,366,0752023Assets 2024: $18,948,046Liabilities 2024: $10,000Net Assets 2024: $18,938,0462024

Highlighted filing

2020

Assets$17,820,086
Liabilities$0
Net Assets$17,820,086

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2016: $20,011,643Expenses 2016: $87,272Net Income 2016: $19,924,3712016Revenue 2018: $1,052,698Expenses 2018: $1,917,673Net Income 2018: -$864,9752018Revenue 2019: $920,548Expenses 2019: $1,198,148Net Income 2019: -$277,6002019Revenue 2020: $585,884Expenses 2020: $1,052,038Net Income 2020: -$466,1542020Revenue 2021: $2,156,616Expenses 2021: $1,374,973Net Income 2021: $781,6432021Revenue 2022: $1,707,287Expenses 2022: $1,370,946Net Income 2022: $336,3412022Revenue 2023: $1,251,420Expenses 2023: $1,777,370Net Income 2023: -$525,9502023Revenue 2024: $2,359,047Expenses 2024: $1,781,716Net Income 2024: $577,3312024

Highlighted filing

2020

Revenue$585,884
Expenses$1,052,038
Net Income-$466,154
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 12, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-President/Treasurer-$0--
-Vice President-$0--
-Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Prime Foundation Inc
EIN
81-4380271
Phone
5742749502
Address
21255 SR 4, Lakeville, IN 46536

Signing Officer

Name
Marjorie D Skaggs
Title
President/Treasurer
Signed
2021-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Crowe Llp
Address
330 E Jefferson Blvd PO Box 7, South Bend, IN 46624-0007
Preparer
John Farrell
Phone
5742323992
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50Novartis AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51Oneok Inc New
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52Paychex Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53Pepsico Incorporated
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54Pfizer Incorporated
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55PNC Financial Services Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56Raytheon Technologies Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57Republic Services Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58Royal Bank Canada Montreal
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59Royal Dutch Shell PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60Southern Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61Starbucks Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62Stryker Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63Sysco corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64Texas Instruments Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65Travelers Companies inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66Truist Financial Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67United Parcel Service-B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68US Bancorp DE New
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69Viatris Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70VF Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71WEC Energy Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72Walgreens Boots Alliance Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73Waste Management Inc Del
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm743M Company
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0578554
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt07330
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0585884
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0585884
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02469
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt09875
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt07330
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0899838
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0899838
IRS990PF/AnalysisOfRevenueAndExpenses/CostOfGoodsSoldAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0578554
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0578554
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-466154
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04821457
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01584
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt06337
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt07330
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0449155
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0125725
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0126687
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06951
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt09301
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0899838
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0136729
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01052038
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0585884
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0585884
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0136729
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0152200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04814127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt07330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt07330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04821457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt07330
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-466154
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt04368
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt017820086
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt018281872
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt017820086
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01047675
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01047675
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01047675
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01053918
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06243
IRS990PF/DistributableAmountGrp/TotalTaxAmt06243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05816
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0427
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05816
IRS990PF/FMVAssetsEOYAmt023329076
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03333061
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02925191
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03022253
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt013792374
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt013633078
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt019045006
IRS990PF/Form990PFBalanceSheetsGrp/GrantsReceivableBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt00
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt00

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