Civic Intelligence

74 Foundation Inc.

990PF • Fiscal year 2020 • EIN 81-4644081

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
11520 Willow Ridge DriveZionsville, IN 46077

(312) 263-8600

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

15th percentile

-50%

Higher net margin than 15% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

32nd percentile

-6.2%

Faster asset growth than 32% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

85th percentile

36%

Faster revenue growth than 85% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$202,501

Down $13,475 (-6.2%) from 2019

Net Assets

Down

$202,501

Down $13,475 (-6.2%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin15th percentile

Revenue

Up

$26,059

Up $6,891 (+36%) from 2019

Expenses

Up

$39,047

Up $15,222 (+64%) from 2019

Net Income

Down

-$12,988

Down $8,331 (-179%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$300K$200K$100K$0Assets 2017: $234,834Liabilities 2017: $0Net Assets 2017: $234,8342017Assets 2018: $220,634Liabilities 2018: $0Net Assets 2018: $220,6342018Assets 2019: $215,976Liabilities 2019: $1Net Assets 2019: $215,9762019Assets 2020: $202,501Liabilities 2020: $1Net Assets 2020: $202,5012020Assets 2021: $202,516Liabilities 2021: $1Net Assets 2021: $202,5162021Assets 2022: $149,346Liabilities 2022: $1Net Assets 2022: $149,3462022Assets 2023: $147,858Liabilities 2023: $1Net Assets 2023: $147,8582023Assets 2024: $138,687Liabilities 2024: $0Net Assets 2024: $138,6872024

Highlighted filing

2020

Assets$202,501
Liabilities$1
Net Assets$202,501
Open 2020 Filing

Operations Trend

Revenue Growth85th percentile

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

$100K$50K$0-$50K-$100KRevenue 2017: $9,537Expenses 2017: $24,703Net Income 2017: -$15,1662017Revenue 2018: $14,082Expenses 2018: $28,282Net Income 2018: -$14,2002018Revenue 2019: $19,168Expenses 2019: $23,825Net Income 2019: -$4,6572019Revenue 2020: $26,059Expenses 2020: $39,047Net Income 2020: -$12,9882020Revenue 2021: $30,436Expenses 2021: $30,368Net Income 2021: $682021Revenue 2022: $4,967Expenses 2022: $57,542Net Income 2022: -$52,5752022Revenue 2023: $9,428Expenses 2023: $10,942Net Income 2023: -$1,5142023Revenue 2024: $20,921Expenses 2024: $30,092Net Income 2024: -$9,1712024

Highlighted filing

2020

Revenue$26,059
Expenses$39,047
Net Income-$12,988
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anthony S CastonzoPresident-$0--
William CastonzoVice President-$0--
William Castonzo IITreasurer-$0--
Anthony S CastonzoDirector-$0--
William CastonzoDirector-$0--
William Castonzo IIDirector-$0--
Anthony S CastonzoSecretary-$0--
Filing and Contact Details

Filer

Filer Name
74 Foundation Inc
EIN
81-4644081
Phone
3122638600
Address
11520 Willow Ridge Drive, Zionsville, IN 46077

Signing Officer

Name
Anthony S Castonzo
Title
President
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Duggan Bertsch LLC
Address
303 W MADISON ST SUITE 1000, CHICAGO, IL 60606
Preparer
Laura J Crane CPA
Phone
3122638600
Raw XML Appendix350 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Summit Account 1032 LT Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Capital Gain Distribution
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Anthony S Castonzo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1William Castonzo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2William Castonzo II
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Anthony S Castonzo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4William Castonzo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5William Castonzo II
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Anthony S Castonzo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Director
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Anthony S Castonzo
IRS990PF/StatementsRegardingActyGrp/PhoneNum03122638600
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Anthony S Castonzo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Educational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Community Social Services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Educational Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Medical Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Fork Union Military Academy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Kids Voice of Indiana
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2The People Helping People Network I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3The Youth Asthma Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 278
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt19150 Harrison Park Court Suite C
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23205 Madison Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 1078
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Fork Union
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Indianapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Indianapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Lake Zurich
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd246227
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd360047
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010283
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010283
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04841
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011706
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09881
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt050145
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt023717
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04841
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011706
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09881
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt034000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt023717
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt050145
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt026428
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Anthony S Canstonzo
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt011520 Willow Ridge Drive
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Zionsville
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0460777823
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt026807
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt026807
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc04,215.00 Shares Graftech International
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal & professional fees expense
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03211
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0487
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Book to tax difference
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Advisor fees expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01697
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01697
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other portfolio income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0176
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0176
TaxesSchedule/TaxesDetail/Amt0113
TaxesSchedule/TaxesDetail/Amt126
TaxesSchedule/TaxesDetail/CategoryTxt0Federal income taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign taxes paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt026
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Anthony S Castonzo
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt074 Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt074FO
ReturnHeader/Filer/EIN0814644081
ReturnHeader/Filer/PhoneNum03122638600
ReturnHeader/Filer/USAddress/AddressLine1Txt011520 Willow Ridge Drive
ReturnHeader/Filer/USAddress/CityNm0Zionsville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046077
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263963060
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DUGGAN BERTSCH LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0303 W MADISON ST SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03122638600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laura J Crane CPA
ReturnHeader/ReturnTs02021-11-15T09:31:46-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Anthony S
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Castonzo
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$202,501
Liabilities
$1
Net assets
$202,501
Revenue
$26,059
Expenses
$39,047
Net income
-$12,988
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.21$0.30$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.09$0.11$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.05$0.58$0.53
2021Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.30$0.30$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.26$0.39$0.13
2019Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.19$0.24$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.14$0.28$0.14
2017Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.10$0.25$0.15