Civic Intelligence

Richard and Sara Folio Foundation Inc

EIN 84-3313527 • Owings Mills, MD

12213 Worthington RdOwings Mills, MD 21117
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

92nd percentile

66%

Higher net margin than 92% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

81st percentile

19%

Faster asset growth than 81% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

67%

Faster revenue growth than 82% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,662,963

Up $271,171 (+19%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$1,662,963

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin92nd percentile

Revenue

Up

$380,679

Up $152,516 (+67%) from 2023

Expenses

Up

$129,711

Up $23,414 (+22%) from 2023

Net Income

Up

$250,968

Up $129,102 (+106%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2019: $434,953Liabilities 2019: $02019Assets 2020: $844,012Liabilities 2020: $0Net Assets 2020: $844,0122020Assets 2021: $1,187,803Liabilities 2021: $12021Assets 2022: $1,269,926Liabilities 2022: $0Net Assets 2022: $1,269,9262022Assets 2023: $1,391,792Liabilities 2023: $12023Assets 2024: $1,662,963Liabilities 2024: $0Net Assets 2024: $1,662,9632024

Highlighted filing

2024

Assets$1,662,963
Liabilities$0
Net Assets$1,662,963
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0Revenue 2019: $435,348Expenses 2019: $395Net Income 2019: $434,9532019Revenue 2020: $415,071Expenses 2020: $6,012Net Income 2020: $409,0592020Revenue 2021: $430,990Expenses 2021: $87,199Net Income 2021: $343,7912021Revenue 2022: $175,001Expenses 2022: $92,878Net Income 2022: $82,1232022Revenue 2023: $228,163Expenses 2023: $106,297Net Income 2023: $121,8662023Revenue 2024: $380,679Expenses 2024: $129,711Net Income 2024: $250,9682024

Highlighted filing

2024

Revenue$380,679
Expenses$129,711
Net Income$250,968
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,662,963
Liabilities
$0
Net assets
$1,662,963
Revenue
$380,679
Expenses
$129,711
Net income
$250,968
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.38$0.13$0.25
2023Summary only. Only limited summary data is available for this year.$1.39$0.00$0.23$0.11$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.18$0.09$0.08
2021Summary only. Only limited summary data is available for this year.$1.19$0.00$0.43$0.09$0.34
2020Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.42$0.01$0.41
2019Summary only. Only limited summary data is available for this year.$0.43$0.00$0.44$0.00$0.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 30, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD FOLIOPresident-$0--
SARA MACEKVice President-$0--
JOSEPH FOLIO IIIDirector-$0--
Filing and Contact Details

Filer

Filer Name
Richard and Sara Folio Foundation Inc
EIN
84-3313527
Phone
4109494176
Address
12213 WORTHINGTON RD, OWINGS MILLS, MD 21117

Signing Officer

Name
Richard Folio
Title
President
Phone
4109494176
Signed
2025-06-30
Discuss with paid preparer
Yes

Preparer

Firm
Scheffel Boyle
Address
PO BOX 374, HIGHLAND, IL 62249
Preparer
Taylor Peek CPA
Phone
6186549895
Raw XML Appendix342 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOSEPH FOLIO III
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO HELP FUND THE PROGRAMS OF THIS 501(C)(3) ORGANIZATION. VARIOUS STOCKS DONATED ON 5/16105 CELH, 33 ENTG, 26 META, 90 MSFT, 10 NVO, 14 WING, 23 TSMBOOK VALUE IS $59,109COMPARABLE SALES WAS USED TO DETERMINE THE FMV AND BOOK VALUE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MOUNT ST MARY'S UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SAINT URSULA SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ST JOHN'S EVANGELICAL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3LOYOLA BLAKEFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt016300 OLD EMMITSBURG ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt18900 HARTFORD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt213311 LONG GREEN PIKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3500 CHESTNUT AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0EMMITSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PARKVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HYDES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3TOWNSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021727
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd121234
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd221082
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd321204
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0115216
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt085148
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt085148
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt033088
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt030643
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07269
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0104467
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt033467
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt033088
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt030643
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07269
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0118615
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt033467
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0104467
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt071000
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0RICHARD FOLIO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt012213 WORTHINGTON RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0OWINGS MILLS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd021117
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0337473
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0337473
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0PUBLICLY TRADED SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-12-31
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02720
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08161
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010881
OtherIncreasesSchedule/OtherIncreasesDetail/Amt020203
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0DIFFERENCE BETWEEN FAIR MARKET VALUE AND BOOK VALUE
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0RICHARD SARA FOLIO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt012213 WORTHINGTON RD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0OWINGS MILLS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd021117
TaxesSchedule/TaxesDetail/Amt0449
TaxesSchedule/TaxesDetail/Amt1450
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0449
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD FOLIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04109494176
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD AND SARA FOLIO FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0843313527
ReturnHeader/Filer/PhoneNum04109494176
ReturnHeader/Filer/USAddress/AddressLine1Txt012213 WORTHINGTON RD
ReturnHeader/Filer/USAddress/CityNm0OWINGS MILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021117
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371206530
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHEFFEL BOYLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 374
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HIGHLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062249
ReturnHeader/PreparerPersonGrp/PhoneNum06186549895
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAYLOR PEEK CPA
ReturnHeader/ReturnTs02025-06-30T15:30:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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