Civic Intelligence

Richard a & Helene M Monaghan Family Foundation

990PF • Fiscal year 2020 • EIN 04-6907347

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 01, 2021

Organization Profile
c/o Ayco Company LP PO Box 15201Albany, NY 12212-5201

(518) 640-5000

Siviq Scores

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

Liabilities / Assets

74th percentile

0.00x

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

2020 filings • NTEE T • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

71st percentile

0.00x

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

2020 filings • NTEE T • $1M-$5M nonprofits • Source year 2020

Net Margin

8th percentile

-346%

Higher net margin than 8% of similar nonprofits.

2020 filings • NTEE T • $1M-$5M nonprofits • Source year 2020

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.

2020 filings • NTEE T • $1M-$5M nonprofits • Source year 2020

Asset Growth

9th percentile

-12%

Faster asset growth than 9% of similar nonprofits.

2020 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-91%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$2,029,911

Down $282,023 (-12%) from 2019

Net Assets

Down

$2,029,911

Down $282,022 (-12%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin8th percentile

Revenue

Down

$81,452

Down $850,579 (-91%) from 2019

Expenses

Up

$363,474

Up $9,132 (+2.6%) from 2019

Net Income

Down

-$282,022

Down $859,711 (-149%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,797,526Liabilities 2011: $02011Assets 2012: $1,580,110Liabilities 2012: $02012Assets 2013: $1,321,990Liabilities 2013: $02013Assets 2014: $1,505,822Liabilities 2014: $02014Assets 2015: $1,363,530Liabilities 2015: $02015Assets 2019: $2,311,934Liabilities 2019: $0Net Assets 2019: $2,311,9332019Assets 2020: $2,029,911Liabilities 2020: $0Net Assets 2020: $2,029,9112020Assets 2021: $1,902,631Liabilities 2021: $0Net Assets 2021: $1,902,6312021Assets 2022: $1,618,508Liabilities 2022: $0Net Assets 2022: $1,618,5082022Assets 2023: $1,377,184Liabilities 2023: $0Net Assets 2023: $1,377,1842023Assets 2024: $1,243,934Liabilities 2024: $0Net Assets 2024: $1,243,9342024

Highlighted filing

2020

Assets$2,029,911
Liabilities$0
Net Assets$2,029,911
Open 2020 Filing

Operations Trend

Revenue Growth5th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $350,711Expenses 2011: $372,721Net Income 2011: -$22,0102011Revenue 2012: $113,222Expenses 2012: $330,638Net Income 2012: -$217,4162012Revenue 2013: $147,669Expenses 2013: $405,789Net Income 2013: -$258,1202013Revenue 2014: $836,671Expenses 2014: $313,442Net Income 2014: $523,2292014Revenue 2015: $807,751Expenses 2015: $469,135Net Income 2015: $338,6162015Revenue 2019: $932,031Expenses 2019: $354,342Net Income 2019: $577,6892019Revenue 2020: $81,452Expenses 2020: $363,474Net Income 2020: -$282,0222020Revenue 2021: $53,620Expenses 2021: $180,900Net Income 2021: -$127,2802021Revenue 2022: $74,568Expenses 2022: $358,691Net Income 2022: -$284,1232022Revenue 2023: $480,266Expenses 2023: $616,685Net Income 2023: -$136,4192023Revenue 2024: $272,202Expenses 2024: $326,489Net Income 2024: -$54,2872024

Highlighted filing

2020

Revenue$81,452
Expenses$363,474
Net Income-$282,022
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 1, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HELENE M MONAGHANDirector-$0--
RICHARD A MONAGHANDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Richard A & Helene M Monaghan
EIN
04-6907347
In Care Of
% AYCO - NATIONAL TAX GROUP
Phone
5186405000
Address
c/o Ayco Company LP PO Box 15201, Albany, NY 12212-5201

Signing Officer

Name
Richard Monaghan
Title
Officer
Phone
5186405000
Signed
2021-11-01
Discuss with paid preparer
Yes

Preparer

Firm
The Ayco Company LP
Address
PO Box 15014, Albany, NY 12212-5014
Preparer
Christine DiIonna
Phone
5186405000
Raw XML Appendix277 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/PersonNm1RICHARD A MONAGHAN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0c/o Ayco Company LP PO Box 15201
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0317500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0202108
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01702236
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01500128
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0251
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt014001
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt014001
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 ORDINARY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1K-1 OTHER PORTFOLIO INCOME
TaxesSchedule/TaxesDetail/Amt031000
TaxesSchedule/TaxesDetail/Amt1938
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0938
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD MONAGHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05186405000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Richard A & Helene M Monaghan
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0046907347
ReturnHeader/Filer/InCareOfNm0% AYCO - NATIONAL TAX GROUP
ReturnHeader/Filer/PhoneNum05186405000
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Ayco Company LP PO Box 15201
ReturnHeader/Filer/USAddress/CityNm0Albany
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0122125201
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Ayco Company LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 15014
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Albany
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0122125014
ReturnHeader/PreparerPersonGrp/PhoneNum05186405000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christine DiIonna
ReturnHeader/ReturnTs02021-11-12T08:59:43-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MONAGHAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,029,911
Liabilities
$0
Net assets
$2,029,911
Revenue
$81,452
Expenses
$363,474
Net income
-$282,022
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.27$0.33$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.48$0.62$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.07$0.36$0.28
2021Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.05$0.18$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.08$0.36$0.28
2019Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.93$0.35$0.58
2015Summary only. Only limited summary data is available for this year.$1.36$0.00$0.81$0.47$0.34
2014Summary only. Only limited summary data is available for this year.$1.51$0.00$0.84$0.31$0.52
2013Summary only. Only limited summary data is available for this year.$1.32$0.00$0.15$0.41$0.26
2012Summary only. Only limited summary data is available for this year.$1.58$0.00$0.11$0.33$0.22
2011Summary only. Only limited summary data is available for this year.$1.80$0.00$0.35$0.37$0.02