Civic Intelligence

Factset Charitable Foundation

EIN 87-3645269 • Norwalk, CT

45 Glover AvenueNorwalk, CT 06850
Siviq Scores

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

Liabilities / Assets

62nd percentile

0.08x

Higher debt load relative to assets than 62% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

58th percentile

0.07x

Higher debt load relative to revenue than 58% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Net Margin

87th percentile

48%

Higher net margin than 87% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

97th percentile

155%

Faster asset growth than 97% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

91st percentile

119%

Faster revenue growth than 91% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$7,802,328

Up $4,609,780 (+144%) from 2023

Liabilities

Up

$335,500

Up $85,500 (+34%) from 2023

Net Assets

Up

$7,466,828

Up $4,524,280 (+154%) from 2023

Operations
Liabilities / Revenue58th percentileNet Margin87th percentile

Revenue

Up

$7,072,197

Up $3,572,197 (+102%) from 2023

Expenses

Up

$2,547,917

Up $737,729 (+41%) from 2023

Net Income

Up

$4,524,280

Up $2,834,468 (+168%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2022: $1,252,736Liabilities 2022: $0Net Assets 2022: $1,252,7362022Assets 2023: $3,192,548Liabilities 2023: $250,000Net Assets 2023: $2,942,5482023Assets 2024: $7,802,328Liabilities 2024: $335,500Net Assets 2024: $7,466,8282024

Highlighted filing

2024

Assets$7,802,328
Liabilities$335,500
Net Assets$7,466,828
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Revenue 2022: $1,600,000Expenses 2022: $347,264Net Income 2022: $1,252,7362022Revenue 2023: $3,500,000Expenses 2023: $1,810,188Net Income 2023: $1,689,8122023Revenue 2024: $7,072,197Expenses 2024: $2,547,917Net Income 2024: $4,524,2802024

Highlighted filing

2024

Revenue$7,072,197
Expenses$2,547,917
Net Income$4,524,280
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$7,802,328
Liabilities
$335,500
Net assets
$7,466,828
Revenue
$7,072,197
Expenses
$2,547,917
Net income
$4,524,280
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.80$0.34$7.47$7.07$2.55$4.52
2023Detailed filing. Detailed filing data is available for this year.$3.19$0.25$2.94$3.50$1.81$1.69
2022Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$1.60$0.35$1.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Mar 12, 2024
Return Version
2023v6.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA HUBER UNTIL 0724ChairPT$0--
CHAI SUHTreasurer-$0--
KENDRA BROWNDirector-$0--
KRISTINA KARNOVSKYDirector-$0--
JOHN COSTIGAN AS OF 0724Director & Chair-$0--
DONELL YOUNGDirector-$0--
LAURA RUHEDirector-$0--
JEFFREY GERSHOWITZSecretaryPT$0--
VICTORIA REVALLTax Officer-$0--
LISA HUGHESDirector (As Of 09/23)-$0--
ANDREW BURTONDirector (As Of 09/23)-$0--
CLAUDINE DAVIDDirector (As Of 02/24)-$0--
LISA GLEASONCo-President (As Of 09/23)PT$0--
HANNAH ZUCKERCo-President (As Of 09/23)PT$0--
Filing and Contact Details

Filer

Filer Name
Factset Charitable Foundation
EIN
87-3645269
In Care Of
% VICTORIA REVALL
Phone
2038101000
Address
45 GLOVER AVENUE, NORWALK, CT 06850

Signing Officer

Name
Victoria Revall
Title
VP, Ass. Director of Tax
Phone
2038101000
Signed
2024-03-12
Discuss with paid preparer
Yes

Preparer

Firm
PwC US Tax LLP
Address
300 Madison Avenue, New York, NY 10017
Preparer
Meredith Monroe
Phone
6464713000
Raw XML AppendixShowing 400 of 911 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/PersonNm0LINDA HUBER UNTIL 0724
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHAI SUH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KENDRA BROWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3KRISTINA KARNOVSKY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JOHN COSTIGAN AS OF 0724
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5DONELL YOUNG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6LAURA RUHE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7JEFFREY GERSHOWITZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8VICTORIA REVALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9LISA HUGHES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10ANDREW BURTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11CLAUDINE DAVID
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm12LISA GLEASON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm13HANNAH ZUCKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR & CHAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8OPERATING SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11OPERATING SUPPORT

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