Civic Intelligence

The Scott Maxwell Foundation

990PF • Fiscal year 2021 • EIN 84-5176024

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2021 filings • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

12th percentile

0.00x

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

2021 filings • $50M-$100M nonprofits • Source year 2021

Net Margin

19th percentile

-0.7%

Higher net margin than 19% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2021 filings • $50M-$100M nonprofits • Source year 2021

Asset Growth

17th percentile

-0.1%

Faster asset growth than 17% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

1st percentile

-97%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$52,973,633

Down $63,049 (-0.1%) from 2020

Net Assets

Up

$52,973,633

Up $518,325 (+1.0%) from 2020

Liabilities

Down

$0

Down $581,374 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin19th percentile

Revenue

Down

$1,823,270

Down $51,034,136 (-97%) from 2020

Expenses

Up

$1,835,365

Up $1,433,267 (+356%) from 2020

Net Income

Down

-$12,095

Down $52,467,403 (-100%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$60M$40M$20M$0Assets 2020: $53,036,682Liabilities 2020: $581,374Net Assets 2020: $52,455,3082020Assets 2021: $52,973,633Liabilities 2021: $0Net Assets 2021: $52,973,6332021Assets 2022: $30,054,179Liabilities 2022: $0Net Assets 2022: $30,054,1792022Assets 2023: $27,511,605Liabilities 2023: $0Net Assets 2023: $27,511,6052023Assets 2024: $28,039,075Liabilities 2024: $0Net Assets 2024: $28,039,0752024

Highlighted filing

2021

Assets$52,973,633
Liabilities$0
Net Assets$52,973,633
Open 2021 Filing

Operations Trend

Revenue Growth1st percentile

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

$60M$40M$20M$0-$20M-$40MRevenue 2020: $52,857,406Expenses 2020: $402,098Net Income 2020: $52,455,3082020Revenue 2021: $1,823,270Expenses 2021: $1,835,365Net Income 2021: -$12,0952021Revenue 2022: -$603,784Expenses 2022: $20,920,477Net Income 2022: -$21,524,2612022Revenue 2023: $1,499,020Expenses 2023: $4,041,594Net Income 2023: -$2,542,5742023Revenue 2024: $1,991,431Expenses 2024: $1,463,961Net Income 2024: $527,4702024

Highlighted filing

2021

Revenue$1,823,270
Expenses$1,835,365
Net Income-$12,095
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jane HoffmanDir, Pres-$0--
Scott MaxwellDir, Sec, Treas, Pres-$0--
Filing and Contact Details

Filer

Filer Name
The Scott Maxwell Foundation
EIN
84-5176024
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Scott Maxwell
Title
President
Phone
8008391754
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0941352
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0194443
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02550491
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01135795
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01609139
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0194443
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1K-1 Exp CVI CREDIT VALUE FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2K-1 Exp IRRADIANT CLO PARTNERS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Postage/Delivery Service
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025764
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt131
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0360
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt116746
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025764
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1504
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt216746
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt331
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 Inc/Loss CVI CREDIT VALUE FUND B V LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1K-1 Inc/Loss IRRADIANT CLO PARTNERS FUND II, LP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt031241
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1494956
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt031241
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1494956
TaxesSchedule/TaxesDetail/Amt05600
TaxesSchedule/TaxesDetail/Amt1676720
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2021
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Extension for 2020
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Scott Maxwell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Scott Maxwell Foundation
ReturnHeader/Filer/BusinessNameControlTxt0FOUN
ReturnHeader/Filer/EIN0845176024
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02022-11-21T13:55:52-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Scott
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Maxwell
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$52,973,633
Liabilities
$0
Net assets
$52,973,633
Revenue
$1,823,270
Expenses
$1,835,365
Net income
-$12,095
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.0$0.00$28.0$1.99$1.46$0.53
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.5$0.00$27.5$1.50$4.04$2.54
2022Detailed filing. Detailed filing data is available for this year.$30.1$0.00$30.1$0.60$20.9$21.5
2021Detailed filing. Detailed filing data is available for this year.$53.0$0.00$53.0$1.82$1.84$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.0$0.58$52.5$52.9$0.40$52.5