Civic Intelligence

Susan and Mark B Sisisky Family

EIN 88-3835267 • Richmond, VA

919 East Main Street 950Richmond, VA 23219
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

97th percentile

95%

Higher net margin than 97% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

59th percentile

1.4%

Faster asset growth than 59% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

525%

Faster revenue growth than 97% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$383,047

Up $5,410 (+1.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$383,047

Up $5,410 (+1.4%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin97th percentile

Revenue

Up

$60,508

Up $50,827 (+525%) from 2023

Expenses

Up

$2,792

Up $258 (+10%) from 2023

Net Income

Up

$57,716

Up $50,569 (+708%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$400K$300K$200K$100K$0Assets 2022: $370,490Liabilities 2022: $0Net Assets 2022: $370,4902022Assets 2023: $377,637Liabilities 2023: $0Net Assets 2023: $377,6372023Assets 2024: $383,047Liabilities 2024: $0Net Assets 2024: $383,0472024

Highlighted filing

2024

Assets$383,047
Liabilities$0
Net Assets$383,047
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

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

$400K$300K$200K$100K$0Revenue 2022: $370,490Expenses 2022: $0Net Income 2022: $370,4902022Revenue 2023: $9,681Expenses 2023: $2,534Net Income 2023: $7,1472023Revenue 2024: $60,508Expenses 2024: $2,792Net Income 2024: $57,7162024

Highlighted filing

2024

Revenue$60,508
Expenses$2,792
Net Income$57,716
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$383,047
Liabilities
$0
Net assets
$383,047
Revenue
$60,508
Expenses
$2,792
Net income
$57,716
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.61$0.03$0.58
2023Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.10$0.03$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$3.70$0.00$3.70
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN B SISISKYDirector-$0--
MARK B SISISKYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Susan and Mark B Sisisky Family
EIN
88-3835267
Phone
8046434080
Address
919 EAST MAIN STREET 950, RICHMOND, VA 23219

Signing Officer

Name
Mark B Sisisky
Title
President and Director
Phone
8046434080
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Heritage Wealth Advisors
Address
919 EAST MAIN STREET, RICHMOND, VA 23219
Preparer
Zuzanna Kaczmarek
Phone
8046434080
Raw XML Appendix296 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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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0ATTACHMENTTOFORM 990-PF - SUSAN AND MARK B SISISKY FAMILY FOUNDATION (EIN: 88-3835267)MINIMUM DISTRIBUTION DURING START-UP PERIODSUSAN AND MARK B SISISKY FAMILY FOUNDATION WAS ESTABLISHED ON AUGUST 22, 2022. THE FOUNDATION DID NOT MAKE ANY MINIMUM DISTRIBUTION DURING 2022, THE FOUNDATION'S INITIAL YEAR, AS ALLOWED UNDER THE START-UP PERIOD RULE. THE FOUNDATION WILL MAKE ALL OF ITS REQUIRED MINIMUM DISTRIBUTIONS BEFORE THE END OF ITS START-UP PERIOD ENDING ON DECEMBER 31, 2026. DUE TO THIS EXCEPTION, THE FOUNDATION IS NOT REQUIRED TO FILE FORM 4720.
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt07032
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0322
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt09777
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt07032
OtherDecreasesSchedule/OtherDecreasesDetail/Amt052306
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0291 SHARES OF PEPSI SOLD DIFFERENCE IN BOOK TO COST BASIS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE CORPORATION COMMISSION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0SUSAN B SISISKY
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1MARK B SISISKY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0919 EAST MAIN STREET SUITE 950
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt1919 EAST MAIN STREET SUITE 950
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0RICHMOND
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1RICHMOND
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0VA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1VA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd023219
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd123219
TaxesSchedule/TaxesDetail/Amt07
TaxesSchedule/TaxesDetail/Amt1135
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1PRIOR YR LIABILITY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt07
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK B SISISKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT AND DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08046434080
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUSAN AND MARK B SISISKY FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SUSA
ReturnHeader/Filer/EIN0883835267
ReturnHeader/Filer/PhoneNum08046434080
ReturnHeader/Filer/USAddress/AddressLine1Txt0919 EAST MAIN STREET 950
ReturnHeader/Filer/USAddress/CityNm0RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023219
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364579334
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HERITAGE WEALTH ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0919 EAST MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023219
ReturnHeader/PreparerPersonGrp/PhoneNum08046434080
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ZUZANNA KACZMAREK
ReturnHeader/ReturnTs02025-05-14T12:37:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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