Civic Intelligence

8020 Foundation Trust

990PF • Fiscal year 2023 • EIN 82-3518678

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 08, 2024

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

25th percentile

0.02x

Higher debt load relative to assets than 25% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.67x

Higher debt load relative to revenue than 61% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Net Margin

7th percentile

-72%

Higher net margin than 7% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

27th percentile

$221,876

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2023 filings • $100M-$250M nonprofits • Source year 2023

Asset Growth

63rd percentile

8.5%

Faster asset growth than 63% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-72%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$229,858,493

Up $17,932,034 (+8.5%) from 2022

Net Assets

Up

$225,249,185

Up $17,472,772 (+8.4%) from 2022

Liabilities

Up

$4,609,308

Up $459,262 (+11%) from 2022

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin7th percentile

Revenue

Down

$6,930,188

Down $17,543,138 (-72%) from 2022

Expenses

Up

$11,937,407

Up $2,604,489 (+28%) from 2022

Net Income

Down

-$5,007,219

Down $20,147,627 (-133%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2023

Assets$229,858,493
Liabilities$4,609,308
Net Assets$225,249,185
Open 2023 Filing

Operations Trend

Revenue Growth3rd 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

2023

Revenue$6,930,188
Expenses$11,937,407
Net Income-$5,007,219
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 8, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA MACKNICKExecutive DiFT$199,376$22,500$221,876
WHITNEY BANDEMERChair-$40,000-$40,000
GARY GATMANTrustee-$27,500-$27,500
BRIAN EMERICKSecretary-$27,500-$27,500
JOHN HAIFLEYFinance Chai-$27,500-$27,500
ASHLEY HARMANTrustee-$27,500-$27,500
RODNEY STRACKTrustee-$27,500-$27,500
KRISTIN MARCUCCILLITrustee-$27,500-$27,500
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
2024-11-08
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/PriorYearDepreciationAmt44559
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt45980
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt4653
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0LENOVO - 2 DSKTP 1 LPTP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1LENOVO THINKPAD & ACCESS.
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2HP PRINTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3CHAIRS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4LENOVO THINKPAD NOTEBOOK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5LENOVO THINKPAD PRO
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6LENOVO THINKPAD
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7LENOVO THINKPAD
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8LENOVO THINKPAD
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9LENOVO THINKPAD
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10LENOVO THINKPAD
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11SERVER CABINET
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc122 - 48 PORT POE + SWITCHES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc132U RACK 100 V AC INPUT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14HP PRINTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15LENOVO THINKPAD NOTEBOOK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16LENOVO THINKPAD PRO
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18LENOVO THINKPAD (JULIE)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19LENOVO THINKPAD (CONFERENCE)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20LENOVO THINKPAD (LAUREN)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21LENOVO THINKPAD (CARMEN)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22LENOVO THINKPAD (PATRICK)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23BUILDING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24WALL PAINTING/DECOR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25DONATED LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26SECURITY SYSTEM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27FIRE PROTECITON SYSTEM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28CAMERAS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29MONUMENT SIGN
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30FLOORING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31MIRRORS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32APPLIANCES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc33COUNTERTOPS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34HVAC
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc35(2) UPHOLSTERED BENCHES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc36(2) UPHOLSTERED LOUNGE CHAIRS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc37LINKING DRUM TABLE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc38(2) UPHOLSTERED ARMLESS CLUB CHAIR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc39(2) UPHOLSTERED CLUB CHAIR W/ WOOD ARM CAP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc40ROUND END TABLE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc41CUSTOM HEIGHT ADJUSTABLE BOAT SHAPED TABLE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc422 LEG HEIGHT ADJUSTABLE TABLE BASE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc43SERVER CABINET
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc442 - 48 PORT POE + SWITCHES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc452U RACK 100 V AC INPUT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc46KEYSTONE SAFE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc47BUILDING IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc48SECURITY SYSTEM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc49WALL ART/PAINTING
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BOND FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1FIXED INCOME ETP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3ACCRUED INTEREST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4OTHER HOLDINGS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt035489723
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt132409285
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt28519102
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3103443
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt437221482
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt035489723
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt132409285
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt28519102
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3103443
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt437221482
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0111713921
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11611040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0111713921
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11611040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITY ETPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1OTHER ETP
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt07933683
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-1052797
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0CREDIT CARD REDEMPTION
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt01950
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt06880886
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt01950
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt06882836
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03359
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt033590
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0101053
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01290
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0404376
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt08658183
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt08974783
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt047352
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt084219
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt07933683
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt07933683
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5007219
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt037660325
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0239
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt06003
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0104114
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1052797
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt07549243
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt02733
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt076314
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0489544
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt02134
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0753820
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0428178
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0556782
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01950
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt069205
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0302506
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0423156
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0181197
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0249862
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt02832
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt04754
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt075151
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0210453

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$229,858,493
Liabilities
$4,609,308
Net assets
$225,249,185
Revenue
$6,930,188
Expenses
$11,937,407
Net income
-$5,007,219
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