Civic Intelligence

Henrikson Family Foundation

990PF • Fiscal year 2021 • EIN 83-2655614

Oct 01, 2020 to Sep 30, 2021 • Filed on Feb 01, 2022

Organization Profile
C/O Ayco Company Ntg PO Box 15201Albany, NY 12212-5201

(518) 640-5000

Siviq Scores

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

Liabilities / Assets

81st percentile

0.00x

Higher debt load relative to assets than 81% of similar nonprofits.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

77th percentile

0.00x

Higher debt load relative to revenue than 77% of similar nonprofits.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

Net Margin

91st percentile

92%

Higher net margin than 91% of similar nonprofits.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

Asset Growth

87th percentile

37%

Faster asset growth than 87% of similar nonprofits.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

51st percentile

51%

Faster revenue growth than 51% of similar nonprofits.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$2,305,770

Up $623,402 (+37%) from 2020

Net Assets

Up

$2,305,770

Up $623,402 (+37%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin91st percentile

Revenue

Up

$1,118,579

Up $377,451 (+51%) from 2020

Expenses

Up

$87,780

Up $19,149 (+28%) from 2020

Net Income

Up

$1,030,799

Up $358,302 (+53%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$3.0M$2.0M$1.0M$0Assets 2019: $1,195,892Liabilities 2019: $02019Assets 2020: $1,682,368Liabilities 2020: $1Net Assets 2020: $1,682,3682020Assets 2021: $2,305,770Liabilities 2021: $1Net Assets 2021: $2,305,7702021Assets 2022: $2,201,181Liabilities 2022: $1Net Assets 2022: $2,201,1812022Assets 2023: $2,146,458Liabilities 2023: $1Net Assets 2023: $2,146,4582023Assets 2024: $2,204,285Liabilities 2024: $0Net Assets 2024: $2,204,2852024Assets 2025: $2,172,468Liabilities 2025: $0Net Assets 2025: $2,172,4682025

Highlighted filing

2021

Assets$2,305,770
Liabilities$1
Net Assets$2,305,770
Open 2021 Filing

Operations Trend

Revenue Growth51st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2019: $1,489,249Expenses 2019: $1,583Net Income 2019: $1,487,6662019Revenue 2020: $741,128Expenses 2020: $68,631Net Income 2020: $672,4972020Revenue 2021: $1,118,579Expenses 2021: $87,780Net Income 2021: $1,030,7992021Revenue 2022: $25,660Expenses 2022: $130,249Net Income 2022: -$104,5892022Revenue 2023: $83,502Expenses 2023: $138,225Net Income 2023: -$54,7232023Revenue 2024: $186,066Expenses 2024: $129,239Net Income 2024: $56,8272024Revenue 2025: $109,271Expenses 2025: $141,088Net Income 2025: -$31,8172025

Highlighted filing

2021

Revenue$1,118,579
Expenses$87,780
Net Income$1,030,799
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Feb 1, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
C ROBERT HENRIKSONTrustee-$0--
MARY E HENRIKSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Henrikson Family Foundation
EIN
83-2655614
In Care Of
% THE AYCO COMPANY LP - NTG
Phone
5186405000
Address
C/O AYCO COMPANY NTG PO BOX 15201, ALBANY, NY 12212-5201

Signing Officer

Name
C Robert Henrikson
Title
Trustee
Phone
5186405000
Signed
2022-02-01
Discuss with paid preparer
Yes

Preparer

Firm
The Ayco Company LP
Address
PO Box 15014, Albany, NY 12212-5014
Preparer
Joshua Coso
Phone
5186405000
Raw XML Appendix283 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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IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0375904
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1249934
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0375904
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1249934
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0SEE ATTACHED
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1SEE ATTACHED
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-10-14
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12021-09-15
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1407397
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0APPRECIATION OVER DONOR'S COST BASIS FOR
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1STOCK DONATED TO THE FOUNDATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0GS ACCOUNT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08789
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08789
TaxesSchedule/TaxesDetail/Amt0991
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0991
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0C ROBERT HENRIKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05186405000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Henrikson Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HENR
ReturnHeader/Filer/EIN0832655614
ReturnHeader/Filer/InCareOfNm0% THE AYCO COMPANY LP - NTG
ReturnHeader/Filer/PhoneNum05186405000
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O AYCO COMPANY NTG PO BOX 15201
ReturnHeader/Filer/USAddress/CityNm0ALBANY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0122125201
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Ayco Company LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 15014
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Albany
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0122125014
ReturnHeader/PreparerPersonGrp/PhoneNum05186405000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-02-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joshua Coso
ReturnHeader/ReturnTs02022-01-24T10:08:49-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0C ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HENRIKSON
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,305,770
Liabilities
$1
Net assets
$2,305,770
Revenue
$1,118,579
Expenses
$87,780
Net income
$1,030,799
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.11$0.14$0.03
2024Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.19$0.13$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.08$0.14$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.03$0.13$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$1.12$0.09$1.03
2020Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.74$0.07$0.67
2019Summary only. Only limited summary data is available for this year.$1.20$0.00$1.49$0.00$1.49