Civic Intelligence

Schley Family Foundation - 2000

990PF • Fiscal year 2014 • EIN 04-3532342

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 26, 2015

c/o Atlantic Trust Co100 Federal Street 37th Fl SuiteBoston, MA 02110

(617) 357-9600

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

1st percentile

-67836%

Higher net margin than 1% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$199

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 796.0% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

12th percentile

-34%

Faster asset growth than 12% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$33,521

Down $16,959 (-34%) from 2013

Net Assets

Down

$33,521

Down $16,959 (-34%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$25

Down $25,561 (-100%) from 2013

Expenses

Down

$16,984

Down $60,167 (-78%) from 2013

Net Income

Up

-$16,959

Up $34,606 (+67%) from 2013

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $190,850Liabilities 2011: $02011Assets 2012: $102,045Liabilities 2012: $0Net Assets 2012: $102,0452012Assets 2013: $50,480Liabilities 2013: $0Net Assets 2013: $50,4802013Assets 2014: $33,521Liabilities 2014: $0Net Assets 2014: $33,5212014Assets 2015: $15,176Liabilities 2015: $0Net Assets 2015: $15,1762015Assets 2016: $2,646Liabilities 2016: $0Net Assets 2016: $2,6462016Assets 2017: $2,599Liabilities 2017: $0Net Assets 2017: $2,5992017Assets 2018: $1,608Liabilities 2018: $0Net Assets 2018: $1,6082018Assets 2019: $91Liabilities 2019: $0Net Assets 2019: $912019Assets 2020: $155Liabilities 2020: $0Net Assets 2020: $1552020Assets 2021: $265,018Liabilities 2021: $0Net Assets 2021: $265,0182021Assets 2022: $250,669Liabilities 2022: $0Net Assets 2022: $250,6692022Assets 2023: $196,507Liabilities 2023: $0Net Assets 2023: $196,5072023Assets 2024: $188,541Liabilities 2024: $0Net Assets 2024: $188,5412024

Highlighted filing

2014

Assets$33,521
Liabilities$0
Net Assets$33,521

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $23,251Expenses 2011: $18,063Net Income 2011: $5,1882011Expenses 2012: $106,1102012Revenue 2013: $25,586Expenses 2013: $77,151Net Income 2013: -$51,5652013Revenue 2014: $25Expenses 2014: $16,984Net Income 2014: -$16,9592014Revenue 2015: $75Expenses 2015: $18,420Net Income 2015: -$18,3452015Revenue 2016: $45Expenses 2016: $12,575Net Income 2016: -$12,5302016Revenue 2017: $20Expenses 2017: $67Net Income 2017: -$472017Revenue 2018: $36Expenses 2018: $1,027Net Income 2018: -$9912018Revenue 2019: $22Expenses 2019: $1,539Net Income 2019: -$1,5172019Revenue 2020: $99Expenses 2020: $35Net Income 2020: $642020Revenue 2021: $279,115Expenses 2021: $14,252Net Income 2021: $264,8632021Revenue 2022: $3,487Expenses 2022: $17,836Net Income 2022: -$14,3492022Revenue 2023: -$6,168Expenses 2023: $47,994Net Income 2023: -$54,1622023Revenue 2024: $10,429Expenses 2024: $18,395Net Income 2024: -$7,9662024

Highlighted filing

2014

Revenue$25
Expenses$16,984
Net Income-$16,959
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 26, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Atlantic Trust Co co Jeff ThomasTrustee-$199-$199
Fred MarxTrustee-$0--
Daniel M SchleyTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Schley Family Foundation - 2000
EIN
04-3532342
In Care Of
% Atlantic Trust Co
Phone
6173579600
Address
c/o Atlantic Trust Co, 100 Federal Street 37th Fl Suite, Boston, MA 02110

Signing Officer

Name
Daniel Schley
Title
Trustee
Phone
6173579600
Signed
2015-07-26
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix268 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/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06367
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt032379
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt024218
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt024218
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0224282
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt014859
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt073177
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt097500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06367
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt032379
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016785
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt014859
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0248500
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0233641
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Daniel Schley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06173579600
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Schley Family Foundation - 2000
ReturnHeader/Filer/BusinessNameControlTxt0SCHL
ReturnHeader/Filer/EIN0043532342
ReturnHeader/Filer/InCareOfNm0% Atlantic Trust Co
ReturnHeader/Filer/PhoneNum06173579600
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Atlantic Trust Co
ReturnHeader/Filer/USAddress/AddressLine2Txt0100 Federal Street 37th Fl Suite
ReturnHeader/Filer/USAddress/CityNm0Boston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02015-08-04T14:39:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.10$0.18$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.06$0.48$0.54
2022Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.03$0.18$0.14
2021Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$2.79$0.14$2.65
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.02$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.01$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.13$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.00$0.18$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.00$0.17$0.17
2013Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.26$0.77$0.52
2012Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$1.06
2011Summary only. Only limited summary data is available for this year.$1.91$0.00$0.23$0.18$0.05