Civic Intelligence

8020 Foundation Trust

990PF • Fiscal year 2022 • EIN 82-3518678

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 24, 2023

Organization Profile
PO Box 25537Fort Wayne, IN 46825

(260) 212-1235

Siviq Scores

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

Liabilities / Assets

24th percentile

0.02x

Higher debt load relative to assets than 24% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Source year 2022

Liabilities / Revenue

32nd percentile

0.17x

Higher debt load relative to revenue than 32% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Source year 2022

Net Margin

92nd percentile

62%

Higher net margin than 92% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Source year 2022

Top Officer Pay

23rd percentile

$187,842

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2022 filings • $100M-$250M nonprofits • Source year 2022

Asset Growth

36th percentile

-5.1%

Faster asset growth than 36% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Annualized from 2021 to 2022

Revenue Growth

2nd percentile

-86%

Faster revenue growth than 2% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$211,926,459

Down $11,297,242 (-5.1%) from 2021

Net Assets

Down

$207,776,413

Down $12,807,244 (-5.8%) from 2021

Liabilities

Up

$4,150,046

Up $1,510,002 (+57%) from 2021

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin92nd percentile

Revenue

Down

$24,473,326

Down $144,804,912 (-86%) from 2021

Expenses

Up

$9,332,918

Up $3,031,453 (+48%) from 2021

Net Income

Down

$15,140,408

Down $147,836,365 (-91%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$300M$200M$100M$0Assets 2019: $12,228,119Liabilities 2019: $0Net Assets 2019: $12,228,1192019Assets 2020: $51,954,227Liabilities 2020: $2,786,813Net Assets 2020: $49,167,4142020Assets 2021: $223,223,701Liabilities 2021: $2,640,044Net Assets 2021: $220,583,6572021Assets 2022: $211,926,459Liabilities 2022: $4,150,046Net Assets 2022: $207,776,4132022Assets 2023: $229,858,493Liabilities 2023: $4,609,308Net Assets 2023: $225,249,1852023Assets 2024: $240,567,187Liabilities 2024: $3,775,059Net Assets 2024: $236,792,1282024

Highlighted filing

2022

Assets$211,926,459
Liabilities$4,150,046
Net Assets$207,776,413
Open 2022 Filing

Operations Trend

Revenue Growth2nd percentile

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

$200M$150M$100M$50M$0-$50MRevenue 2019: $1,124,028Expenses 2019: $762,050Net Income 2019: $361,9782019Revenue 2020: $36,941,285Expenses 2020: $4,095,359Net Income 2020: $32,845,9262020Revenue 2021: $169,278,238Expenses 2021: $6,301,465Net Income 2021: $162,976,7732021Revenue 2022: $24,473,326Expenses 2022: $9,332,918Net Income 2022: $15,140,4082022Revenue 2023: $6,930,188Expenses 2023: $11,937,407Net Income 2023: -$5,007,2192023Revenue 2024: $8,380,824Expenses 2024: $11,688,817Net Income 2024: -$3,307,9932024

Highlighted filing

2022

Revenue$24,473,326
Expenses$9,332,918
Net Income$15,140,408
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 24, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA MACKNICKExecutive DiFT$167,734$20,108$187,842
WHITNEY BANDEMERChair-$36,875-$36,875
GARY GATMANTrustee-$27,500-$27,500
BRIAN EMERICKSecretary-$27,500-$27,500
JOHN HAIFLEYFinance Chai-$27,500-$27,500
JOHN WOODFormer Chair-$16,875-$16,875
ASHLEY HARMANTrustee-$13,750-$13,750
RODNEY STRACKTrustee-$4,583-$4,583
KRISTIN MARCUCCILLITrustee-$4,583-$4,583
Filing and Contact Details

Filer

Filer Name
8020 Foundation Trust
EIN
82-3518678
Phone
2602121235
Address
PO BOX 25537, FORT WAYNE, IN 46825

Signing Officer

Name
John Haifley
Title
Finance Chair
Phone
2602121235
Signed
2023-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Baden Gage & Schroeder LLC
Address
6920 POINTE INVERNESS WAY 300, FORT WAYNE, IN 46804-7926
Preparer
Melissa J Wolf CPA
Phone
2604222551
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3LENOVO THINKPAD & ACCESS.
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4HP PRINTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5CHAIRS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6LENOVO THINKPAD NOTEBOOK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7LENOVO THINKPAD PRO
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8LENOVO THINKPAD
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9LENOVO THINKPAD
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10LENOVO THINKPAD
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11LENOVO THINKPAD
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12LENOVO THINKPAD
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13SERVER CABINET
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc142 - 48 PORT POE + SWITCHES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc152U RACK 100 V AC INPUT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16HP PRINTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17CHAIRS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18LENOVO THINKPAD NOTEBOOK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19LENOVO THINKPAD PRO
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21LENOVO THINKPAD (JULIE)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22LENOVO THINKPAD (CONFERENCE)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23LENOVO THINKPAD (LAUREN)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24LENOVO THINKPAD (CARMEN)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25LENOVO THINKPAD (PATRICK)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26BUILDING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27WALL PAINTING/DECOR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28DONATED LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29SECURITY SYSTEM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30FIRE PROTECITON SYSTEM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31CAMERAS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32MONUMENT SIGN
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc33FLOORING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34MIRRORS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc35APPLIANCES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc36COUNTERTOPS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc37HVAC
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc38(2) UPHOLSTERED BENCHES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc39(2) UPHOLSTERED LOUNGE CHAIRS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc40LINKING DRUM TABLE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc41(2) UPHOLSTERED ARMLESS CLUB CHAIR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc42(2) UPHOLSTERED CLUB CHAIR W/ WOOD ARM CAP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc43ROUND END TABLE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc44CUSTOM HEIGHT ADJUSTABLE BOAT SHAPED TABLE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc452 LEG HEIGHT ADJUSTABLE TABLE BASE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc46SERVER CABINET
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc472 - 48 PORT POE + SWITCHES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc482U RACK 100 V AC INPUT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc49KEYSTONE SAFE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc50BUILDING IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc51SECURITY SYSTEM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt06240
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0VACATED CC OFFICE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt030196
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02022-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-23956
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BOND FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1FIXED INCOME ETP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3ACCRUED INTEREST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4OTHER HOLDINGS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt025199441
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt128315979
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt28106937
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3103443
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt427767464
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt025199441
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt128315979
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt28106937
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3103443
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt427767464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0115854779
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11576758
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0115857779
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11576758
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITY ETPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1OTHER ETP
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt04947478
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-5954954
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-23956
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0MISC RECEIPT
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt0354
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-1007476
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-23602
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-1031078
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04941
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt049410
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt051889
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt02196
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0326900
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt05431535
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt07247384
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt025504404
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt078240
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04947478
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04947478
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt015140408
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt042773115
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt017711
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-5978910
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04528724
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt04392
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0164014
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0204772
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt01637
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0456462
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0140855
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0237088
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0354
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt038750
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0300884
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0427455
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt043709
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt0691
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0112369
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt02556
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt07683
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0108405
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0173300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05933741

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$211,926,459
Liabilities
$4,150,046
Net assets
$207,776,413
Revenue
$24,473,326
Expenses
$9,332,918
Net income
$15,140,408
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$241$3.78$237$8.38$11.7$3.31
2023Detailed filing. Detailed filing data is available for this year.$230$4.61$225$6.93$11.9$5.01
2022Detailed filing. Detailed filing data is available for this year.$212$4.15$208$24.5$9.33$15.1
2021Detailed filing. Detailed filing data is available for this year.$223$2.64$221$169$6.30$163
2020Detailed filing. Detailed filing data is available for this year.$52.0$2.79$49.2$36.9$4.10$32.8
2019Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$1.12$0.76$0.36