Civic Intelligence

The River City Charitable Foundation

990PF • Fiscal year 2023 • EIN 81-4657113

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 04, 2024

Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

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.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

97th percentile

97%

Higher net margin than 97% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

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.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

98th percentile

193%

Faster asset growth than 98% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

955%

Faster revenue growth than 98% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Assets

Up

$22,375,401

Up $14,740,142 (+193%) from 2022

Net Assets

Up

$22,375,401

Up $14,740,142 (+193%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$15,185,711

Up $13,746,672 (+955%) from 2022

Expenses

Up

$445,569

Up $99,592 (+29%) from 2022

Net Income

Up

$14,740,142

Up $13,647,080 (+1249%) from 2022

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2017: $2,110,082Liabilities 2017: $0Net Assets 2017: $2,110,0822017Assets 2018: $2,962,880Liabilities 2018: $0Net Assets 2018: $2,962,8802018Assets 2019: $3,993,461Liabilities 2019: $0Net Assets 2019: $3,993,4612019Assets 2020: $4,954,980Liabilities 2020: $0Net Assets 2020: $4,954,9802020Assets 2021: $6,542,197Liabilities 2021: $0Net Assets 2021: $6,542,1972021Assets 2022: $7,635,259Liabilities 2022: $0Net Assets 2022: $7,635,2592022Assets 2023: $22,375,401Liabilities 2023: $0Net Assets 2023: $22,375,4012023Assets 2024: $24,586,314Liabilities 2024: $0Net Assets 2024: $24,586,3142024

Highlighted filing

2023

Assets$22,375,401
Liabilities$0
Net Assets$22,375,401

Operations Trend

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

$20M$15M$10M$5.0M$0Revenue 2017: $1,121,148Expenses 2017: $11,066Net Income 2017: $1,110,0822017Revenue 2018: $904,843Expenses 2018: $52,045Net Income 2018: $852,7982018Revenue 2019: $1,146,327Expenses 2019: $115,746Net Income 2019: $1,030,5812019Revenue 2020: $1,133,604Expenses 2020: $172,085Net Income 2020: $961,5192020Revenue 2021: $1,812,898Expenses 2021: $225,681Net Income 2021: $1,587,2172021Revenue 2022: $1,439,039Expenses 2022: $345,977Net Income 2022: $1,093,0622022Revenue 2023: $15,185,711Expenses 2023: $445,569Net Income 2023: $14,740,1422023Revenue 2024: $2,659,579Expenses 2024: $448,666Net Income 2024: $2,210,9132024

Highlighted filing

2023

Revenue$15,185,711
Expenses$445,569
Net Income$14,740,142
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 4, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Allen HallidayDir, Pres-$0--
Grace M HallidayDir, Sec, Treas-$0--
Filing and Contact Details

Filer

Filer Name
The 297 Foundation
EIN
81-4657113
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Allen Halliday
Title
President
Phone
8008391754
Signed
2024-06-04
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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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Grace M Halliday
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Halliday Family Charitable Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0INTERNATIONAL GENEROSITY FOUNDATION TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SCHWAB CHARITABLE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01901 ULMERTON RD STE 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt19800 SCHWAB WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CLEARWATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LONE TREE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033762
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd180124
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0405000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt053202
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0361562
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0461907
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0414764
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0408705
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0361562
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Halliday Allen
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Halliday Grace M
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05449 Normandy Avenue
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt15449 Normandy Avenue
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Memphis
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Memphis
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1TN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd038120
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd138120
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt030000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt114941579
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum22
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum32
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum42
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum52
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum62
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum72
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum82
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum92
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum102
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum112
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum122
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum132
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum142
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum152
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum162
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum172
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum182
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum192
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum202
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0203810
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1108534
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt266090
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt3106346
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt4205081
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt5840249
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt629861
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt7188446
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt8571660
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt9276585
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt10237718
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt11454641
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt12196531
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt13312287
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt14211941
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt15433636
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt16675155
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt17250317
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt181033027
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt19295419
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt20244246
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0APPLE INC AAPL, 1059 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1BERKSHIRE HATHAWAY INC. CLASS B BRK-B, 305 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2HOME DEPOT INC HD, 200 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3JP MORGAN CHASE JPM, 670 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc4MICROSOFT CORP MSFT, 556 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc5NVIDIA CORP NVDA, 1800 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc6RAYTHEON TECHNOLOGIES CORP RTX, 365 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc7ARTISAN GLOBAL VALUE FUND INVESTOR SHAR ARTGX, 9205.979 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc8SCHWAB US MID CAP SCHM, 7663 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc9ISHARE SP SMALL CAP 600 INDEX FD IJR, 2573 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc10SCHWAB INTERNATIONAL DIVIDEND EQUITY ET SCHY, 9907 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc11CHARLES SCHWAB INTRNTNL EQ SCHF, 12547 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc12VANGUARD FTSE EUROPEAN ETF VGK, 3094 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc13WISDOMTREE INTERNATIONAL HDGD DIV GR ET IHDG, 7456 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc14DB X TRACKERS MSCI EUROPE HEDGED EQUITY DBEU, 5637 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc15SCHWAB US DIVIDEND EQUITY ETF SCHD, 5750 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc16SCHWAB U.S. LARGE-CAP GROWTH SCHG, 8164 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc17SCHWAB STRATEGIC TR US LARGE CAP VALUE SCHV, 3610 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc18SCHWAB 1000 INDEX FD SNXFX, 10251.338 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc19SPDR DOW JONES INDUSTRIAL AVERAGE ETF T DIA, 791 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc20MARKET VECTORS WIDE MOAT ETF MOAT, 2907 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02023-12-11
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12023-12-11
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22023-12-11
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32023-12-11
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42023-12-11
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt52023-12-11
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt62023-12-11
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt72023-12-20
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt82023-12-20
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt92023-12-20
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt102023-12-20
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt112023-12-20
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt122023-12-20
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt132023-12-20
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt142023-12-20
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt152023-12-20
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt162023-12-20
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt172023-12-20
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt182023-12-20
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt192023-12-20
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt202023-12-20
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt09739
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09739
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt026130
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt026130
TaxesSchedule/TaxesDetail/Amt01600
TaxesSchedule/TaxesDetail/Amt13075
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2023
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Excise Tax for 2022
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Allen Halliday
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The 297 Foundation
ReturnHeader/Filer/BusinessNameControlTxt0RIVE
ReturnHeader/Filer/EIN0814657113
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington

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