Civic Intelligence

Garrigan Foundation

990PF • Fiscal year 2023 • EIN 83-2922131

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

Organization Profile
431 E Washington AvenueBethlehem, PA 18017

(484) 894-6162

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.05x

Higher debt load relative to assets than 43% of similar nonprofits.

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

Liabilities / Revenue

57th percentile

0.24x

Higher debt load relative to revenue than 57% of similar nonprofits.

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

Net Margin

93rd percentile

71%

Higher net margin than 93% 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

67th percentile

10%

Faster asset growth than 67% of similar nonprofits.

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

Revenue Growth

11th percentile

-42%

Faster revenue growth than 11% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$13,271,946

Up $1,240,869 (+10%) from 2022

Net Assets

Up

$12,570,703

Up $2,039,842 (+19%) from 2022

Liabilities

Down

$701,243

Down $798,973 (-53%) from 2022

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin93rd percentile

Revenue

Down

$2,891,596

Down $2,059,904 (-42%) from 2022

Expenses

Up

$848,591

Up $344,397 (+68%) from 2022

Net Income

Down

$2,043,005

Down $2,404,301 (-54%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$15M$10M$5.0M$0Assets 2019: $296,337Liabilities 2019: $6,744Net Assets 2019: $289,5932019Assets 2020: $2,947,002Liabilities 2020: $14,135Net Assets 2020: $2,932,8672020Assets 2021: $6,191,241Liabilities 2021: $107,686Net Assets 2021: $6,083,5552021Assets 2022: $12,031,077Liabilities 2022: $1,500,216Net Assets 2022: $10,530,8612022Assets 2023: $13,271,946Liabilities 2023: $701,243Net Assets 2023: $12,570,7032023Assets 2024: $11,743,068Liabilities 2024: $459,597Net Assets 2024: $11,283,4712024

Highlighted filing

2023

Assets$13,271,946
Liabilities$701,243
Net Assets$12,570,703
Open 2023 Filing

Operations Trend

Revenue Growth11th percentile

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

$6.0M$4.0M$2.0M$0Revenue 2019: $321,676Expenses 2019: $32,083Net Income 2019: $289,5932019Revenue 2020: $2,684,200Expenses 2020: $40,926Net Income 2020: $2,643,2742020Revenue 2021: $3,333,696Expenses 2021: $183,008Net Income 2021: $3,150,6882021Revenue 2022: $4,951,500Expenses 2022: $504,194Net Income 2022: $4,447,3062022Revenue 2023: $2,891,596Expenses 2023: $848,591Net Income 2023: $2,043,0052023Revenue 2024: $1,769,830Expenses 2024: $1,048,176Net Income 2024: $721,6542024

Highlighted filing

2023

Revenue$2,891,596
Expenses$848,591
Net Income$2,043,005
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR SCOTT GARRIGANSettlor And Trustee-$0--
AUDREE CHASE-MAYORALTrustee-$0--
ANGELA PISTUN HALLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Garrigan Foundation
EIN
83-2922131
Phone
4848946162
Address
431 E WASHINGTON AVENUE, BETHLEHEM, PA 18017

Signing Officer

Name
Scott Garrigan
Title
Settlor and Trustee
Phone
4848946162
Signed
2024-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
1525 VALLEY CENTER PARKWAY STE 300, BETHLEHEM, PA 18017-2285
Preparer
Harry L Pietrouchie CPA
Phone
6104335501
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75195 SHS THE CIGNA GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7684 SHS TOPBUILD CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7790 SHS TRACTOR SUPPLY COMP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7842 SHS UNITEDHEALTH GRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79769 SHS VICI PROPERTIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80103 SHS WORKDAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8140 SHS WW GRAINGER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt06495
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14355
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24460
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt321530
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt421196
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt522569
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt621422
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt721673
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt820957
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt921703
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1021358
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1121277
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1274829
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1365028
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1421601
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1521464
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1621527
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1721555
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1821928
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1926594
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2022124
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt033 PUT SPDR S&P 500 01/19/2024 360.00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124 PUT SPDR S&P 500 02/16/2024 365.00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt255 PUT SPDR S&P 500 03/15/2024 385.00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3110 SHS ALEXANDRIA REAL EST REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt485 SHS AMERICAN TOWER CORP REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51,373 SHS APPLE HOSPITALITY REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt688 SHS AVALONBAY COMMUNITIES REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7842 SHS COPT DEFENSE PROPERTIES REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8140 SHS DIGITAL REALTY TRUST REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9109 SHS EASTGROUP PROPERTIES INC REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10728 SHS GETTY REALTY CORP REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11606 SHS HEALTHPEAK PROPERTIES REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12400 SHS INNOVATIVE INDUSTRIAL PROP REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131,463 SHS IRON MOUNTAIN INC REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14107 SHS MID-AMERICA APARTMENT COMM REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15700 SHS OMEGA HEALTHCARE INVESTORS REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16139 SHS PROLOGIS REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1761 SHS PUBLIC STORAGE REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18350 SHS REALTY INCOME CORP REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19195 SHS SIMON PROPERTY GROUP REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20263 SHS WELLTOWER INC REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0136
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1763
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23053
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt313945
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt418350
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt522806
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt616475
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt721580
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt818841
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt920006
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1021272
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1111999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1240328
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13102380
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1414387
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1521462
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1618529
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1718605
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1820097
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1927815
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2023715
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0110020
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0803571
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0644
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0914235
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0914235
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06289
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt06289
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt012578
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01199661
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0650000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0650000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01977361
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0108037
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0110020
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02043005
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03645684
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0883
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0644
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0883
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0803571
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01180122
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt01100
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IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt01100
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0163
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0120149
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0899
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt063718
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0657552
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0128220
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0848591
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01308342
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02891596
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07552
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0128220
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0198591
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02446023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01194357
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01194357
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03640380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALES OF PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01199661

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Filings

Displayed year

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

Open filing
Assets
$13,271,946
Liabilities
$701,243
Net assets
$12,570,703
Revenue
$2,891,596
Expenses
$848,591
Net income
$2,043,005
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.7$0.46$11.3$1.77$1.05$0.72
2023Detailed filing. Detailed filing data is available for this year.$13.3$0.70$12.6$2.89$0.85$2.04
2022Detailed filing. Detailed filing data is available for this year.$12.0$1.50$10.5$4.95$0.50$4.45
2021Detailed filing. Detailed filing data is available for this year.$6.19$0.11$6.08$3.33$0.18$3.15
2020Detailed filing. Detailed filing data is available for this year.$2.95$0.01$2.93$2.68$0.04$2.64
2019Detailed filing. Detailed filing data is available for this year.$0.30$0.01$0.29$0.32$0.03$0.29