Civic Intelligence

Advisors Charitable Gift Fund Inc.

990 • Fiscal year 2018 • EIN 01-0782573

Nov 01, 2017 to Oct 31, 2018 • Filed on Sep 06, 2019

Organization Profileacgfund.org
12 Gill Street No 2600Woburn, MA 01801-1729

(781) 970-5077

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

4th percentile

0.00x

Higher debt load relative to revenue than 4% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

40th percentile

1.3%

Higher net margin than 40% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

7th percentile

$2,500

Higher top officer pay than 7% of similar nonprofits.

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

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

19th percentile

-4.2%

Faster asset growth than 19% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

3rd percentile

-50%

Faster revenue growth than 3% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets4th percentile

Assets

Down

$29,699,415

Down $1,301,191 (-4.2%) from 2017

Net Assets

Down

$29,684,149

Down $1,313,821 (-4.2%) from 2017

Liabilities

Up

$15,266

Up $12,630 (+479%) from 2017

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin40th percentile

Revenue

Down

$7,982,537

Down $7,931,513 (-50%) from 2017

Expenses

Up

$7,881,173

Up $701,527 (+9.8%) from 2017

Net Income

Down

$101,364

Down $8,633,040 (-99%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$40M$30M$20M$10M$0Assets 2011: $4,374,129Liabilities 2011: $12,373Net Assets 2011: $4,361,7562011Assets 2012: $5,688,524Liabilities 2012: $14,839Net Assets 2012: $5,673,6852012Assets 2013: $7,640,473Liabilities 2013: $43,323Net Assets 2013: $7,597,1502013Assets 2014: $7,951,195Liabilities 2014: $10,284Net Assets 2014: $7,940,9112014Assets 2015: $9,976,354Liabilities 2015: $9,533Net Assets 2015: $9,966,8212015Assets 2016: $20,010,213Liabilities 2016: $11,621Net Assets 2016: $19,998,5922016Assets 2017: $31,000,606Liabilities 2017: $2,636Net Assets 2017: $30,997,9702017Assets 2018: $29,699,415Liabilities 2018: $15,266Net Assets 2018: $29,684,1492018Assets 2019: $30,575,630Liabilities 2019: $15,363Net Assets 2019: $30,560,2672019Assets 2020: $32,805,217Liabilities 2020: $15,978Net Assets 2020: $32,789,2392020Assets 2021: $36,774,132Liabilities 2021: $14,721Net Assets 2021: $36,759,4112021Assets 2022: $25,560,118Liabilities 2022: $11,561Net Assets 2022: $25,548,5572022Assets 2023: $22,766,067Liabilities 2023: $23,630Net Assets 2023: $22,742,4372023Assets 2024: $27,413,364Liabilities 2024: $18,222Net Assets 2024: $27,395,1422024

Highlighted filing

2018

Assets$29,699,415
Liabilities$15,266
Net Assets$29,684,149
Open 2018 Filing

Operations Trend

Revenue Growth3rd percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $1,655,795Expenses 2011: $1,138,007Net Income 2011: $517,7882011Revenue 2012: $3,043,661Expenses 2012: $2,155,318Net Income 2012: $888,3432012Revenue 2013: $2,393,423Expenses 2013: $1,003,571Net Income 2013: $1,389,8522013Revenue 2014: $1,447,129Expenses 2014: $1,313,378Net Income 2014: $133,7512014Revenue 2015: $5,035,454Expenses 2015: $1,999,080Net Income 2015: $3,036,3742015Revenue 2016: $13,361,199Expenses 2016: $3,510,711Net Income 2016: $9,850,4882016Revenue 2017: $15,914,050Expenses 2017: $7,179,646Net Income 2017: $8,734,4042017Revenue 2018: $7,982,537Expenses 2018: $7,881,173Net Income 2018: $101,3642018Revenue 2019: $6,281,296Expenses 2019: $6,936,321Net Income 2019: -$655,0252019Revenue 2020: $8,696,195Expenses 2020: $6,610,821Net Income 2020: $2,085,3742020Revenue 2021: $9,174,823Expenses 2021: $10,583,051Net Income 2021: -$1,408,2282021Revenue 2022: $6,290,034Expenses 2022: $8,982,680Net Income 2022: -$2,692,6462022Revenue 2023: $3,358,988Expenses 2023: $6,285,928Net Income 2023: -$2,926,9402023Revenue 2024: $3,537,730Expenses 2024: $3,650,519Net Income 2024: -$112,7892024

Highlighted filing

2018

Revenue$7,982,537
Expenses$7,881,173
Net Income$101,364
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2017 to Oct 31, 2018
Signed
Sep 6, 2019
Return Version
2017v2.3
Gross Receipts
$14,627,532
Mission and Program Overview

Mission

To promote charitable giving.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$30,992,102$29,498,425▼ $1,493,677
Savings and Temporary Cash Investments-$147,898-
Cash and Non-Interest-Bearing Accounts$8,504$53,092▲ $44,588
Total Assets$31,000,606$29,699,415▼ $1,301,191
Liabilities
Accounts Payable and Accrued Expenses$2,636$15,266▲ $12,630
Total Liabilities$2,636$15,266▲ $12,630
Net Assets / Fund Balance
Unrestricted Net Assets$30,997,970$29,684,149▼ $1,313,821
Total Net Assets Fund Balance$30,997,970$29,684,149▼ $1,313,821
Total Liabilities and Net Assets / Fund Balance$31,000,606$29,699,415▼ $1,301,191
Compensation and Service Providers
Top Officer Pay7th percentile

Employees

NameTitleBaseTotal
David A St YvesDirector$2,500$2,500
Dr Diane Cooksey KesslerChairperson$2,500$2,500
Joseph GibbonsDirector$2,500$2,500
Ronald D DeanVice Chairman$2,000$2,000
Mark O'ConnellTreasurer$1,500$1,500
William S HoganDirector$1,500$1,500

Board Members and Trustees

NameTitle
Thomas Forese JrPresident

Highest Paid Contractors

ContractorServicesLocationCompensation
Benefit Trust CompanyCustody Services5901 College Blvd Suite 100, Overland Park, KS 66211$194,275
Northeast Retirement Services LLCDonor Accounting12 Gill Street Suite 2600, Woburn, MA 01801$113,261
Revenue and Support

Revenue Composition

Contributions and Grants
$5,954,585
Program Service Revenue
$238,335
Investment Income
$1,789,617
Other Revenue
$0
All Other Contributions
$5,954,585
Change in Net Assets
$101,364

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded109$2,989,721Fair Market Value (FMV)
Total Noncash Contributions109$2,989,721-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,982,537
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-1,415,185
Total Revenue per Audited Statements
$6,567,352
Total Revenue per Form 990
$7,982,537
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$7,422,063
Other Expenses$447,110
Salaries, Compensation, and Employee Benefits$12,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$7,422,063--$7,422,063
Fees for Services Management-$135,442-$135,442
Fees for Service Investment Mgmnt Fees-$58,790-$58,790
Information Technology-$21,530-$21,530
Other Expenses-$13,984-$13,984
Current Officers, Directors, Trustees, and Key Employees-$12,000-$12,000
Fees for Services Accounting-$10,500-$10,500
Insurance-$1,816-$1,816
Office Expenses-$452-$452
Total Functional Expenses$7,422,063$459,110$0$7,881,173

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,881,173
Total Expenses per Audited Statements$7,881,173
Total Expenses per Form 990$7,881,173
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
National Christian FoundationAlpharetta, GA501(c)(3)General Support$675,716
Doylestown Health FoundationDoylestown, PA501(c)(3)General Support$456,000
Scholarship America Development DepartmentSt Peter, MN501(c)(3)General Support$404,977
The Salvation ArmyLa Crosse, WI501(c)(3)General Support$307,256
Impact United Methodist ChurchAtlanta, GA501(c)(3)General Support$250,000
Monadnock Region Humane SocietySwanzey, NH501(c)(3)General Support$240,628
Guiding Eyes for the Blind IncYorktown Heights, NY501(c)(3)General Support$240,506
New England Kurn Hattin HomesWestminster, VT501(c)(3)General Support$240,506
Holy Trinity Lutheran ChurchRiverton, UT501(c)(3)General Support$220,000
Colorado AcademyDenver, CO501(c)(3)General Support$100,000
Healing HaitiChamplin, MN501(c)(3)General Support$100,000
Rockpoint ChurchLake Elmo, MN501(c)(3)General Support$75,000
The Rodgers Family Foundation LLCNorthfield, MN501(c)(3)General Support$74,889
Crossnore School IncCrossnore, NC501(c)(3)General Support$60,000
The Great Escape Mustang SanctuaryBoulder, CO501(c)(3)General Support$60,000
Trinity Lutheran ChurchWaconia, MN501(c)(3)General Support$59,000
Focus on the FamilyColorado Springs, CO501(c)(3)General Support$53,900
Boys and Girls Club of the Rogue ValleyGrant Pass, OR501(c)(3)General Support$50,000
La Crescent Event Center AssociationLa Crescent, MN501(c)(3)General Support$50,000
MN Adult and Teen ChallengeMinneapolis, MN501(c)(3)General Support$50,000
Morehouse College Office of Institutional AdvanceAtlanta, GA501(c)(3)General Support$50,000
Stanford University-Development ServicesStanford, CA501(c)(3)General Support$50,000
Harvard UniversityCambridge, MA501(c)(3)General Support$40,000
Harbert Community ChurchHarbert, MI501(c)(3)General Support$38,000
High Point UniversityHigh Point, NC501(c)(3)General Support$35,000
Stanford UniversityStanford, CA501(c)(3)General Support$35,000
Asian Pacific FundSan Francisco, CA501(c)(3)General Support$34,000
North Clackamas Education FoundationClackamas, OR501(c)(3)General Support$34,000
Raymond James Charitable Endowment FundSt Petersburg, FL501(c)(3)General Support$32,289
Holy Redeemer ChurchMarshall, MN501(c)(3)General Support$31,874
St Philip Presbyterian ChurchHouston, TX501(c)(3)General Support$31,800
Heartside Ministry IncGrand Rapids, MI501(c)(3)General Support$30,000
Jeremiah ProgramMinneapolis, MN501(c)(3)General Support$30,000
The New York Pops IncNew York, NY501(c)(3)General Support$30,000
University of Florida Foundation Cheek Graduate Student Endowment AECGainesville, FL501(c)(3)General Support$30,000
Women for Afghan Women IncFresh Meadows, NY501(c)(3)General Support$30,000
Josephine Community Libraries IncGrants Pass, OR501(c)(3)General Support$25,000
Josephine County Library FoundationGrants Pass, OR501(c)(3)General Support$25,000
International Medical ReliefLoveland, CO501(c)(3)General Support$24,600
Destiny ChurchLeesburg, VA501(c)(3)General Support$23,997
Schwab Charitable FundSan Francisco, CA501(c)(3)General Support$23,139
ABC WorksLa Crescent, MN501(c)(3)General Support$20,000
Bostonian SocietyBoston, MA501(c)(3)General Support$20,000
Boys and Girls Club of MiddleburyMiddlebury, IN501(c)(3)General Support$20,000
CRU Inner CityMinneapolis, MN501(c)(3)General Support$20,000
Catholic CharitiesDiocese of WinonaWinona, MN501(c)(3)General Support$20,000
Mn Adult & Teen ChallengeMinneapolis, MN501(c)(3)General Support$20,000
Ojai Valley SchoolOjai, CA501(c)(3)General Support$20,000
Our Saviors Lutheran ChurchCloquet, MN501(c)(3)General Support$20,000
Sacred Heart Schools AthertonAtherton, CA501(c)(3)General Support$20,000
The Breast Cancer Research FoundationNew York, NY501(c)(3)General Support$20,000
The University of ChicagoChicago, IL501(c)(3)General Support$20,000
United Way of Greater High PointHigh Point, NC501(c)(3)General Support$20,000
Wartburg CollegeWaverly, IA501(c)(3)General Support$20,000
Corporation of the President of the Church of Jesus ChristSalt Lake City, UT501(c)(3)General Support$18,800
Fulcrum FoundationSeattle, WA501(c)(3)General Support$18,571
Immaculate Heart Retreat CenterSpokane, WA501(c)(3)General Support$18,571
South Park ChurchPark Ridge, IL501(c)(3)General Support$18,480
Emerywood Baptist ChurchHigh Point, NC501(c)(3)General Support$18,000
Heart of West Michigan United WayGrand Rapids, MI501(c)(3)General Support$18,000
Providence Catholic High SchoolNew Lenox, IL501(c)(3)General Support$17,500
Doctors Without Borders USANew York, NY501(c)(3)General Support$17,250
CruOrlando, FL501(c)(3)General Support$16,750
Habitat for HumanityGrand Rapids, MI501(c)(3)General Support$16,000
First Presbyterian ChurchDurham, NC501(c)(3)General Support$15,600
Childrens Brain Tumor FoundationNew York, NY501(c)(3)General Support$15,000
First United Methodist Church of Walnut RidgeWalnut Ridge, AR501(c)(3)General Support$15,000
King of Kings Lutheran ChurchChesterfield, MO501(c)(3)General Support$15,000
Ocean Reef Community Foundation IncKey Largo, FL501(c)(3)General Support$15,000
Reformed Mission ServiceHudsonville, MI501(c)(3)General Support$15,000
Valleydale Baptist ChurchBirmingham, AL501(c)(3)General Support$15,000
Viewmont Baptist ChurchHickory, NC501(c)(3)General Support$15,000
Washington CollegeChestertown, MD501(c)(3)General Support$15,000
College Possible PortlandPortland, OR501(c)(3)General Support$14,000
North Raleigh UMCRaleigh, NC501(c)(3)General Support$14,000
Catholic Foreign Missionary Society of America IncSan Lorenzo, CA501(c)(3)General Support$13,779
Wesleyan Christian AcademyHigh Point, NC501(c)(3)General Support$13,500
The Moody ChurchChicago, IL501(c)(3)General Support$13,416
World VisionFederal Way, WA501(c)(3)General Support$13,300
BSSM Tampabay IncTampa, FL501(c)(3)General Support$13,000
F F Thompson Foundation IncCanandaigua, NY501(c)(3)General Support$13,000
Unitarian Universalists of PetalumaPetaluma, CA501(c)(3)General Support$13,000
United Way KnoxvilleKnoxville, TN501(c)(3)General Support$13,000
First Baptist Church of East AuroraEast Aurora, NY501(c)(3)General Support$12,500
National Honor Band AssociationDenver, CO501(c)(3)General Support$12,500
End Rape On CampusWashington, DC501(c)(3)General Support$12,000
Forget Me Not Childrens ServicesSanta Rosa, CA501(c)(3)General Support$12,000
Grace Presbyterian ChurchWinnetka, IL501(c)(3)General Support$12,000
Lakes Life Care Center for WomenForest Lake, MN501(c)(3)General Support$12,000
The Nick Wilson Charitable GroupPortland, OR501(c)(3)General Support$12,000
Union Rescue MissionLos Angeles, CA501(c)(3)General Support$12,000
Walk in the Light InternationalPort Orchard, WA501(c)(3)General Support$12,000
Doctors without BordersNew York, NY501(c)(3)General Support$11,750
Whites Chapel United Methodist ChurchSouthlake, TX501(c)(3)General Support$11,725
Alzheimers AssociationSt Louis, MO501(c)(3)General Support$11,500
The Mission ChurchUrbandale, IA501(c)(3)General Support$11,400
Salvation ArmySt Petersburg, FL501(c)(3)General Support$11,200
First Baptist Church LancasterLancaster, OH501(c)(3)General Support$11,000
First United Methodist ChurchSt Petersburg, FL501(c)(3)General Support$11,000
The Salvation Army of High PointHigh Point, NC501(c)(3)General Support$10,500
ABLE IncCaledonia, MN501(c)(3)General Support$10,000
Albany First United Methodist ChurchAlbany, OR501(c)(3)General Support$10,000
All About Equine Animal Rescue IncEl Dorado Hills, CA501(c)(3)General Support$10,000
Arundel Lodge Behavioral Health CenterEdgewater, MD501(c)(3)General Support$10,000
Baylor UniversityWaco, TX501(c)(3)General Support$10,000
Boston University-Gifts and RecordsBoston, MA501(c)(3)General Support$10,000
Brigham and Womens HospitalBoston, MA501(c)(3)General Support$10,000
COTS (Committee on the Shelterless)Petaluma, CA501(c)(3)General Support$10,000
City of HardtnerHardtner, KS501(c)(3)General Support$10,000
Colorado Animal Rescue Express (CARE)Englewood, CO501(c)(3)General Support$10,000
Concordia Theological SeminaryFort Wayne, IN501(c)(3)General Support$10,000
CrmAnaheim, CA501(c)(3)General Support$10,000
David C Cook GlobalColorado Springs, CO501(c)(3)General Support$10,000
Free ChapelGainesville, GA501(c)(3)General Support$10,000
Global Giving FoundationWashington, DC501(c)(3)General Support$10,000
Grace Giving InternationalSpokane, WA501(c)(3)General Support$10,000
JDRF Rocky MountainDenver, CO501(c)(3)General Support$10,000
Johns Hopkins All Childrens HospitalSt Petersburg, FL501(c)(3)General Support$10,000
Lawndale Baptist ChurchGreensboro, NC501(c)(3)General Support$10,000
Marksville Baptist ChurchMarksville, LA501(c)(3)General Support$10,000
Missouri Botanical GardenSt Louis, MO501(c)(3)General Support$10,000
Monte Vista Presbyterian ChurchNewbury Park, CA501(c)(3)General Support$10,000
Morehouse School of MedicineAtlanta, GA501(c)(3)General Support$10,000
New Venture FundWashington, DC501(c)(3)General Support$10,000
North Bay Animal Services FoundationPetaluma, CA501(c)(3)General Support$10,000
Operation Food SearchSt Louis, MO501(c)(3)General Support$10,000
Portland Youth PhilharmonicPortland, OR501(c)(3)General Support$10,000
Rock the VoteWashington, DC501(c)(3)General Support$10,000
Sanctuary for FamiliesNew York, NY501(c)(3)General Support$10,000
Santa Clara UniversitySanta Clara, CA501(c)(3)General Support$10,000
Save Their SmilesBothell, WA501(c)(3)General Support$10,000
Second Harvest HeartlandSt Paul, MN501(c)(3)General Support$10,000
Smyrna Presbyterian ChurchConyers, GA501(c)(3)General Support$10,000
Solid Rock Community ChurchSalem, OR501(c)(3)General Support$10,000
St Aidans ChapelSouth Dartmouth, MA501(c)(3)General Support$10,000
St Marks ChurchBurlington, NC501(c)(3)General Support$10,000
St Peter Catholic ChurchKirkwood, MO501(c)(3)General Support$10,000
The ARC MinnesotaSt Paul, MN501(c)(3)General Support$10,000
The Florence ProjectFlorence, AZ501(c)(3)General Support$10,000
Unitarian Universalist Fellowship of Centre CountyState College, PA501(c)(3)General Support$10,000
Wild Burro Rescue and Preservation ProjectOlancha, CA501(c)(3)General Support$10,000
Willamette Falls SymphonyOregon City, OR501(c)(3)General Support$10,000
Windom Area Hospital Foundation IncWindom, MN501(c)(3)General Support$10,000
The Gideons International Shelby East CampNashville, TN501(c)(3)General Support$9,400
Living YogaPortland, OR501(c)(3)General Support$9,000
Partnership Against Domestic ViolenceAtlanta, GA501(c)(3)General Support$9,000
Young LifeColorado Springs, CO501(c)(3)General Support$9,000
Holy Rosary Catholic ChurchEdmonds, WA501(c)(3)General Support$8,987
Rocky Mountain Repertory TheatreGrand Lake, CO501(c)(3)General Support$8,500
Smile TrainWashington, DC501(c)(3)General Support$8,200
City of KiowaKiowa, KS501(c)(3)General Support$8,157
Forest Grove United Church of ChristForest Grove, OR501(c)(3)General Support$8,100
Bowdoin CollegeBrunswick, ME501(c)(3)General Support$8,000
Lake Forest ChurchHuntersville, NC501(c)(3)General Support$8,000
St Cecilia ParishBeaverton, OR501(c)(3)General Support$8,000
The Darrow SchoolNew Lebanon, NY501(c)(3)General Support$8,000
Transition Projects IncPortland, OR501(c)(3)General Support$8,000
Wounded Warrior ProjectTopeka, KS501(c)(3)General Support$7,800
American Civil Liberties UnionNew York, NY501(c)(3)General Support$7,500
American Jewish World ServiceNew York, NY501(c)(3)General Support$7,500
Brain Research FoundationChicago, IL501(c)(3)General Support$7,500
BridgewaysEverett, WA501(c)(3)General Support$7,500
By The Hand Club for KidsChicago, IL501(c)(3)General Support$7,500
Friends of Jackson County LibraryJackson, MN501(c)(3)General Support$7,500
Groves AcademySt Louis Park, MN501(c)(3)General Support$7,500
Larkin Street Youth ServicesSan Francisco, CA501(c)(3)General Support$7,500
Leukemia & Lymphoma SocietyPhiladelphia, PA501(c)(3)General Support$7,500
Southeast Missouri UniversityCape Girardeau, MO501(c)(3)General Support$7,500
Southwest Initiative FoundationHutchinson, MN501(c)(3)General Support$7,500
The Health TrustSan Jose, CA501(c)(3)General Support$7,500
Lakeview FellowshipFort Worth, TX501(c)(3)General Support$7,250
Sunnyside Christian ChurchColorado Springs, CO501(c)(3)General Support$7,250
119 MinistriesTampa, FL501(c)(3)General Support$7,000
Calvary Lutheran ChurchMorganton, NC501(c)(3)General Support$7,000
Christ Church United MethodistThe Woodlands, TX501(c)(3)General Support$7,000
Hands of PeaceGlenview, IL501(c)(3)General Support$7,000
Holy Spirit at GeistFishers, IN501(c)(3)General Support$7,000
Westerville Area Resource MinistryWesterville, OH501(c)(3)General Support$7,000
Youth For ChristRochester, MN501(c)(3)General Support$7,000
Congregation B'nai JeshurunDes Moines, IA501(c)(3)General Support$6,776
First Baptist Church CovingtonCovington, LA501(c)(3)General Support$6,500
Immanuel Lutheran ChurchWichita, KS501(c)(3)General Support$6,250
United Evangelical Mission International IncDenver, CO501(c)(3)General Support$6,240
Pinellas Education FoundationLargo, FL501(c)(3)General Support$6,224
Unity Christian High SchoolOrange City, IA501(c)(3)General Support$6,160
Ada Bible ChurchAda, MI501(c)(3)General Support$6,000
Afs-usaNew York, NY501(c)(3)General Support$6,000
All Children's Hospital FoundationSt Petersburg, FL501(c)(3)General Support$6,000
American Diabetes AssociationAlexandria, VA501(c)(3)General Support$6,000
Blinded Veterans AssociationAlexandria, VA501(c)(3)General Support$6,000
Disabled Veterans National FoundationLanham, MD501(c)(3)General Support$6,000
East Gate MinistriesSt Paul, MN501(c)(3)General Support$6,000
Humane Society Silicon ValleyMilpitas, CA501(c)(3)General Support$6,000
Main Street United Methodist ChurchKernersville, NC501(c)(3)General Support$6,000
Missionary Sisters of St ColumbanSilver Creek, NY501(c)(3)General Support$6,000
Paralyzed Veterans of AmericaWashington, DC501(c)(3)General Support$6,000
St John Vianney High SchoolKirkwood, MO501(c)(3)General Support$6,000
Wounded Warrior Project IncJacksonville, FL501(c)(3)General Support$6,000
American Red CrossMilwaukee, WI501(c)(3)General Support$5,500
Congregational Library & ArchivesBoston, MA501(c)(3)General Support$5,500
Granite United WayManchester, NH501(c)(3)General Support$5,500
Lake Sunapee Region VNA & HospiceNew London, NH501(c)(3)General Support$5,500
Upper Valley HavenWhite River Junction, VT501(c)(3)General Support$5,500
Samaritans PurseBoone, NC501(c)(3)General Support$5,350
St John Lutheran ChurchLe Mars, IA-General Support$5,251
Park Ridge Presbyterian ChurchPark Ridge, IL-General Support$5,200
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, line 3

“Advisors Charitable Gift Fund uses Northeast Retirement Services to provide management services including the top management and financial officers. The officers are paid by NRS and the amount of compensation allocated to ACGF is undeterminable.”

Form 990, Part VI, Section B, line 11B

“The Organization's Chief Financial Officer reviews and signs the Form 990.”

Form 990, Part VI, Section B, line 12C

“Compliance with the Organization's conflict of interest policy is reviewed by management on a regular and consistent basis”

Form 990, Part VI, Section B, line 15

“The Organization's top Management Official and other officers are not compensated by the Organization.”

Form 990, Part VI, Section C, line 19

“Governing Documents Disclosure Explaination: No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Advisors Charitable Gift Fund
EIN
01-0782573
Phone
7819705077
Address
12 Gill Street No 2600, Woburn, MA 01801-1729

Signing Officer

Name
Christopher T Ellis
Title
Vice President & CFO
Phone
7819705020
Signed
2019-09-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Forese Jr
Formed
2003
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Berry Dunn McNeil & Parker LLC
Address
PO Box 1100, Portland, ME 04104-1100
Preparer
Barbara J McGuan CPA
Phone
2077752387
Raw XML AppendixShowing 400 of 2,259 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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,699,415
Liabilities
$15,266
Net assets
$29,684,149
Revenue
$7,982,537
Expenses
$7,881,173
Net income
$101,364
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$27.4$0.02$27.4$3.54$3.65$0.11
2023Detailed filing. Detailed filing data is available for this year.$22.8$0.02$22.7$3.36$6.29$2.93
2022Detailed filing. Detailed filing data is available for this year.$25.6$0.01$25.5$6.29$8.98$2.69
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.8$0.01$36.8$9.17$10.6$1.41
2020Detailed filing. Detailed filing data is available for this year.$32.8$0.02$32.8$8.70$6.61$2.09
2019Detailed filing. Detailed filing data is available for this year.$30.6$0.02$30.6$6.28$6.94$0.66
2018Detailed filing. Detailed filing data is available for this year.$29.7$0.02$29.7$7.98$7.88$0.10
2017Summary only. Only limited summary data is available for this year.$31.0$0.00$31.0$15.9$7.18$8.73
2016Summary only. Only limited summary data is available for this year.$20.0$0.01$20.0$13.4$3.51$9.85
2015Summary only. Only limited summary data is available for this year.$9.98$0.01$9.97$5.04$2.00$3.04
2014Summary only. Only limited summary data is available for this year.$7.95$0.01$7.94$1.45$1.31$0.13
2013Summary only. Only limited summary data is available for this year.$7.64$0.04$7.60$2.39$1.00$1.39
2012Summary only. Only limited summary data is available for this year.$5.69$0.01$5.67$3.04$2.16$0.89
2011Summary only. Only limited summary data is available for this year.$4.37$0.01$4.36$1.66$1.14$0.52
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $25M-$50M nonprofits