Civic Intelligence

Schley Family Foundation - 2000

990PF • Fiscal year 2015 • EIN 04-3532342

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 18, 2016

c/o Atlantic Trust 100 Federal StBoston, 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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

1st percentile

-24460%

Higher net margin than 1% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

7th percentile

-55%

Faster asset growth than 7% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

96th percentile

200%

Faster revenue growth than 96% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$15,176

Down $18,345 (-55%) from 2014

Net Assets

Down

$15,176

Down $18,345 (-55%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$75

Up $50 (+200%) from 2014

Expenses

Up

$18,420

Up $1,436 (+8.5%) from 2014

Net Income

Down

-$18,345

Down $1,386 (-8.2%) from 2014

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

2015

Assets$15,176
Liabilities$0
Net Assets$15,176

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

2015

Revenue$75
Expenses$18,420
Net Income-$18,345
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 18, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Atlantic Trust care of Jeff ThomasTrustee-$0--
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 100 Federal St, Boston, MA 02110

Signing Officer

Name
Daniel M Schley
Title
Trustee
Phone
6173579600
Signed
2016-10-18
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 Appendix288 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/PersonNm0Atlantic Trust care of Jeff Thomas
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Daniel M Schley
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01289
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01289
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014859
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt073177
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt097500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06367
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt032379
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt032379
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0208899
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt016996
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt014859
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt073177
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt097500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06367
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018285
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt016996
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0241278
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0224282
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LiquidationExplanationStmt/ExplanationTxt0This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2015, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $15,250. This amount represents over 25% of the Foundation's net assets of $33,521 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2015. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Federal Tax Refund
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt047
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0135
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0135
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL M SCHLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06173579600
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-18
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 100 Federal St
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/ReturnTs02016-11-01T13:53:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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