Civic Intelligence

Adames Foundation

990PF • Fiscal year 2022 • EIN 84-3265498

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization Profile
4801 Hampden Lane 106Bethesda, MD 20814

(301) 761-4433

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

7th percentile

-118%

Higher net margin than 7% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

4th percentile

-24%

Faster asset growth than 4% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-64%

Faster revenue growth than 9% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$9,081,029

Down $2,845,718 (-24%) from 2021

Net Assets

Down

$9,081,029

Down $2,845,718 (-24%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin7th percentile

Revenue

Down

$256,826

Down $455,316 (-64%) from 2021

Expenses

Up

$560,628

Up $142,726 (+34%) from 2021

Net Income

Down

-$303,802

Down $598,042 (-203%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$15M$10M$5.0M$0Assets 2019: $9,512,730Liabilities 2019: $02019Assets 2020: $10,711,695Liabilities 2020: $1Net Assets 2020: $10,711,6952020Assets 2021: $11,926,747Liabilities 2021: $1Net Assets 2021: $11,926,7472021Assets 2022: $9,081,029Liabilities 2022: $1Net Assets 2022: $9,081,0292022Assets 2023: $9,316,888Liabilities 2023: $0Net Assets 2023: $9,316,8882023Assets 2024: $9,367,001Liabilities 2024: $139,463Net Assets 2024: $9,227,5382024

Highlighted filing

2022

Assets$9,081,029
Liabilities$1
Net Assets$9,081,029
Open 2022 Filing

Operations Trend

Revenue Growth9th percentile

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

$10M$5.0M$0-$5.0MRevenue 2019: $10,000,000Expenses 2019: $500,025Net Income 2019: $9,499,9752019Revenue 2020: -$38,627Expenses 2020: $197,375Net Income 2020: -$236,0022020Revenue 2021: $712,142Expenses 2021: $417,902Net Income 2021: $294,2402021Revenue 2022: $256,826Expenses 2022: $560,628Net Income 2022: -$303,8022022Revenue 2023: $207,078Expenses 2023: $654,905Net Income 2023: -$447,8272023Revenue 2024: $551,653Expenses 2024: $757,249Net Income 2024: -$205,5962024

Highlighted filing

2022

Revenue$256,826
Expenses$560,628
Net Income-$303,802
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBEKAH A ALFONDDirector, President & Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The Adames Foundation
EIN
84-3265498
Phone
3017614433
Address
4801 HAMPDEN LANE 106, BETHESDA, MD 20814

Signing Officer

Name
Rebekah Alfond
Title
President
Phone
3017614433
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
1 NORTH CLEMATIS STREET SUITE 110, WEST PALM BEACH, FL 33401
Preparer
Lindsey Gerlock
Phone
5618056550
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32DOMINOS PIZZA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34EQUIFAX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35EXPEDIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36HEALTH CARE SELECT SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37HEICO CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38HILTON WORLDWIDE HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39HOWMET AEROSPACE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40IAA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41IQVIA HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ISHARES CHINA LRGE-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45KEYSIGHT TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46LAB CORP OF AMER HLDGS NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47LI NING CO LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48LINCOLN ELEC HLDG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49LVMH MOET HENNESSY VUITTON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50MERCADOLIBRE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53MOTOROLA SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54NASDAQ INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56NICE LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57NORTHROP GRUMMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60PAYCOM SOFTWARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62PIONEER NATURAL RESOURCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64S&P 500 DEP RCPTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65S&P GLOBAL INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66SAIA INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68SCHWAB CHARLES CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70SMITH A O CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71STERIS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72SYNOPSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73TAKE-2 INTERACTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74TELEFLEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77TRADEWEB MARKETS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78TRANSUNION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81US FOODS HOLDING CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83VULCAN MATERIALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85WEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86WILLSCOT MOBILE MINI HOLDI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87ZOETIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0268833
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1697215
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22445236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3897591
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4319859
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0OW CREDIT INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1OW FIXED INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2OW LARGE CAP STRATEGIES FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3OW SMALL & MIDCAP STRAT FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4SEMILLERO OFFSHORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0268833
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1697215
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22445236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3897591
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4319859
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt089342
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-89773
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01957
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt05300
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt06826
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt06826
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0475000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0475000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0250000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt089342
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt089342
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-303802
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt05300
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt05300
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04075002
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01957
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01957
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt065
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt065
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-89773
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt073662
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt05300
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt012526
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt012526
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt036000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt022283
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt058283
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0654
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt014754
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0523591
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt022937
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0560628
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt096599
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0256826
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt048591
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt022937
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt085628
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0877926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13286849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-143402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt153616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-143402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt153616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0734524
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13340465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-89773
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-303802
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02541916
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt011622945
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt011926747
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09081029
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0449966
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0449966
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0449966
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0450990
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00

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Filings

Displayed year

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

Open filing
Assets
$9,081,029
Liabilities
$1
Net assets
$9,081,029
Revenue
$256,826
Expenses
$560,628
Net income
-$303,802
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.37$0.14$9.23$0.55$0.76$0.21
2023Detailed filing. Detailed filing data is available for this year.$9.32$0.00$9.32$0.21$0.65$0.45
2022Detailed filing. Detailed filing data is available for this year.$9.08$0.00$9.08$0.26$0.56$0.30
2021Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.71$0.42$0.29
2020Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.04$0.20$0.24
2019Summary only. Only limited summary data is available for this year.$9.51$0.00$10.0$0.50$9.50