Civic Intelligence

8020 Foundation Trust

990PF • Fiscal year 2024 • EIN 82-3518678

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 15, 2025

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.

2024 filings • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.45x

Higher debt load relative to revenue than 54% of similar nonprofits.

2024 filings • $100M-$250M nonprofits • Source year 2024

Net Margin

7th percentile

-39%

Higher net margin than 7% of similar nonprofits.

2024 filings • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

29th percentile

$239,431

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2024 filings • $100M-$250M nonprofits • Source year 2024

Asset Growth

45th percentile

4.7%

Faster asset growth than 45% of similar nonprofits.

2024 filings • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

21%

Faster revenue growth than 71% of similar nonprofits.

2024 filings • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$240,567,187

Up $10,708,694 (+4.7%) from 2023

Net Assets

Up

$236,792,128

Up $11,542,943 (+5.1%) from 2023

Liabilities

Down

$3,775,059

Down $834,249 (-18%) from 2023

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin7th percentile

Revenue

Up

$8,380,824

Up $1,450,636 (+21%) from 2023

Expenses

Down

$11,688,817

Down $248,590 (-2.1%) from 2023

Net Income

Up

-$3,307,993

Up $1,699,226 (+34%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2024

Assets$240,567,187
Liabilities$3,775,059
Net Assets$236,792,128
Open 2024 Filing

Operations Trend

Revenue Growth71st 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

2024

Revenue$8,380,824
Expenses$11,688,817
Net Income-$3,307,993
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA MACKNICKExecutive Di-$216,431$23,000$239,431
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
2025-11-15
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/PriorYearDepreciationAmt246343
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt251500
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt262989
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt271985
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt289067
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt29380
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt301428
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt317428
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt328987
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt33781
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt341858
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt35293
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt36523
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt37627
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt38355
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt39358
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt40658
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt41552
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt42945
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt43625
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt441169
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt456857
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt46685
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt47952
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
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc50CULTURAL COMMITMENTS WALL
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc51CONFERENCE ROOM REMODEL
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc52BOARDROMM CAMERA SYSTEM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc53COMPUTERS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BOND FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1FIXED INCOME ETP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3ACCRUED INTEREST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4OTHER HOLDINGS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt044943389
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt126283530
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt28231741
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3103443
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt442616945
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt044943389
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt126283530
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt28231741
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3103443
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt442616945
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0111009753
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12011630
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0111009753
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12011630
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITY ETPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1OTHER ETP
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt05133914
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03244433
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0CREDIT CARD REDEMPTION
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt02000
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt08378347
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt02000
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt08380347
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05085
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt050850
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03244433
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0106895
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt02590
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0421431
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt08925531
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt08165012
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0477
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt087940

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$240,567,187
Liabilities
$3,775,059
Net assets
$236,792,128
Revenue
$8,380,824
Expenses
$11,688,817
Net income
-$3,307,993
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