Civic Intelligence

Richard and Sara Folio Foundation Inc.

990PF • Fiscal year 2020 • EIN 84-3313527

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 06, 2021

Organization Profile
6200 Glen Falls RdReisterstown, MD 21136

(410) 949-4176

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

92nd percentile

94%

Faster asset growth than 92% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

47th percentile

-4.7%

Faster revenue growth than 47% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$844,012

Up $409,059 (+94%) from 2019

Net Assets

$844,012

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin98th percentile

Revenue

Down

$415,071

Down $20,277 (-4.7%) from 2019

Expenses

Up

$6,012

Up $5,617 (+1422%) from 2019

Net Income

Down

$409,059

Down $25,894 (-6.0%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$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

2020

Assets$844,012
Liabilities$0
Net Assets$844,012
Open 2020 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$415,071
Expenses$6,012
Net Income$409,059
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 6, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD FOLIOPresident-$0--
SARA MACEKVice President-$0--
JOSEPH FOLIO IIIDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMOUNT ST MARY'S UNIVERSITYTO HELP FUND THE PROGRAMS OF THIS 501(C)(3) ORGANIZATIONPCEMMITSBURG, MD, US$3,000
Filing and Contact Details

Filer

Filer Name
Richard and Sara Folio Foundation Inc
EIN
84-3313527
Phone
4109494176
Address
6200 GLEN FALLS RD, REISTERSTOWN, MD 21136

Signing Officer

Name
Richard Folio
Title
President
Phone
4109494176
Signed
2021-10-06
Discuss with paid preparer
Yes

Preparer

Firm
Scheffel Boyle
Address
PO BOX 374, HIGHLAND, IL 62249
Preparer
Taylor Jarvis CPA
Phone
6186549895
Raw XML Appendix302 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/PersonNm0RICHARD FOLIO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOSEPH FOLIO III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
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IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03729
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt021263
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02917
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0RICHARD FOLIO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt06200 GLEN FALLS RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0REISTERSTOWN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd021136
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0399922
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0399922
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0PUBLICLY TRADED SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-12-23
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TAXES PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0729
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02186
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02915
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt197
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0RICHARD SARA FOLIO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt06200 GLEN FALLS RD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0REISTERSTOWN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd021136
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD FOLIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04109494176
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD AND SARA FOLIO FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0843313527
ReturnHeader/Filer/PhoneNum04109494176
ReturnHeader/Filer/USAddress/AddressLine1Txt06200 GLEN FALLS RD
ReturnHeader/Filer/USAddress/CityNm0REISTERSTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021136
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/PreparationDt02021-07-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAYLOR JARVIS CPA
ReturnHeader/ReturnTs02021-10-06T08:47:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FOLIO
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$844,012
Liabilities
$0
Net assets
$844,012
Revenue
$415,071
Expenses
$6,012
Net income
$409,059
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