Civic Intelligence

The Advertising Educational Foundation

990PF • Fiscal year 2018 • EIN 13-3228986

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization Profile

View Organization Page

155 East 44th St 3rd FLNew York, NY 10017

(212) 986-8060

Siviq Scores

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

Liabilities / Assets

40th percentile

0.04x

Higher debt load relative to assets than 40% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

60th percentile

0.21x

Higher debt load relative to revenue than 60% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

11th percentile

-32%

Higher net margin than 11% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$360,943

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 22.7% of source-year revenue.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

3rd percentile

-26%

Faster asset growth than 3% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

82nd percentile

33%

Faster revenue growth than 82% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$8,396,540

Down $2,959,653 (-26%) from 2017

Net Assets

Down

$8,061,353

Down $3,021,142 (-27%) from 2017

Liabilities

Up

$335,187

Up $61,489 (+22%) from 2017

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin11th percentile

Revenue

Up

$1,588,846

Up $398,495 (+33%) from 2017

Expenses

Up

$2,092,798

Up $110,460 (+5.6%) from 2017

Net Income

Up

-$503,952

Up $288,035 (+36%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$15M$10M$5.0M$0Assets 2011: $10,683,702Liabilities 2011: $208,9272011Assets 2012: $11,089,092Liabilities 2012: $189,7262012Assets 2013: $13,302,854Liabilities 2013: $256,571Net Assets 2013: $13,046,2832013Assets 2014: $13,143,415Liabilities 2014: $204,634Net Assets 2014: $12,938,7812014Assets 2015: $11,013,737Liabilities 2015: $77,0182015Assets 2016: $11,539,648Liabilities 2016: $243,226Net Assets 2016: $11,296,4222016Assets 2017: $11,356,193Liabilities 2017: $273,698Net Assets 2017: $11,082,4952017Assets 2018: $8,396,540Liabilities 2018: $335,187Net Assets 2018: $8,061,3532018Assets 2019: $8,465,921Liabilities 2019: $304,306Net Assets 2019: $8,161,6152019Assets 2020: $7,800,261Liabilities 2020: $200,433Net Assets 2020: $7,599,8282020Assets 2021: $8,590,657Liabilities 2021: $351,319Net Assets 2021: $8,239,3382021Assets 2022: $6,224,801Liabilities 2022: $444,833Net Assets 2022: $5,779,9682022Assets 2023: $6,092,490Liabilities 2023: $416,967Net Assets 2023: $5,675,5232023Assets 2024: $5,685,900Liabilities 2024: $366,943Net Assets 2024: $5,318,9572024

Highlighted filing

2018

Assets$8,396,540
Liabilities$335,187
Net Assets$8,061,353
Open 2018 Filing

Operations Trend

Revenue Growth82nd percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,375,425Expenses 2011: $1,372,963Net Income 2011: $2,4622011Revenue 2012: $1,389,379Expenses 2012: $1,519,596Net Income 2012: -$130,2172012Revenue 2013: $2,709,401Expenses 2013: $1,628,426Net Income 2013: $1,080,9752013Revenue 2014: $2,798,339Expenses 2014: $1,610,693Net Income 2014: $1,187,6462014Revenue 2015: $2,056,506Expenses 2015: $2,066,742Net Income 2015: -$10,2362015Revenue 2016: $1,312,805Expenses 2016: $2,325,352Net Income 2016: -$1,012,5472016Revenue 2017: $1,190,351Expenses 2017: $1,982,338Net Income 2017: -$791,9872017Revenue 2018: $1,588,846Expenses 2018: $2,092,798Net Income 2018: -$503,9522018Revenue 2019: $684,897Expenses 2019: $1,965,872Net Income 2019: -$1,280,9752019Revenue 2020: $250,901Expenses 2020: $1,388,350Net Income 2020: -$1,137,4492020Revenue 2021: $3,433,670Expenses 2021: $1,963,233Net Income 2021: $1,470,4372021Revenue 2022: $791,151Expenses 2022: $2,621,890Net Income 2022: -$1,830,7392022Revenue 2023: $2,199,171Expenses 2023: $2,496,775Net Income 2023: -$297,6042023Revenue 2024: $2,271,524Expenses 2024: $2,627,545Net Income 2024: -$356,0212024

Highlighted filing

2018

Revenue$1,588,846
Expenses$2,092,798
Net Income-$503,952
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MR GORDON MCLEANCEO & PresidentFT$313,024$47,919$360,943
MR ELLIOT LUMVP, Talent Strat.FT$179,782$19,446$199,228
MS LORY GEORGEVPFT$167,469$17,125$184,594
MR PAT LAFFERTYChairman-$0--
MR BILL IMADAVice Chair-$0--
MR CHRIS MACDONALDVice Chair-$0--
MR DAVID J MOOREVice Chair-$0--
MS NANCY RABSTEJNEK NICHOLSVice Chair-$0--
MS ANN RUBINVice Chair-$0--
MR LOU AVERSANODirector-$0--
MR DAVID BELLDirector-$0--
MR SIMON BOLTONDirector-$0--
MS JUDITH BOOKBINDERDirector-$0--
MR DAVID BROTDirector-$0--
MR CHRIS BROWNDirector-$0--
MR TONY CARDINALEDirector-$0--
MR TIMOTHY CASTELLIDirector-$0--
MR JAMES EDMUND DATRIDirector-$0--
MR PETER DENUNZIODirector-$0--
MS TARA DEVEAUXDirector-$0--
MS VAL DIFEBODirector-$0--
MR OWEN J DOUGHERTYDirector-$0--
MS DAISY EXPOSITO-ULLADirector-$0--
MS BELLE FRANKDirector-$0--
MR ANDREW GOLDBERGDirector-$0--
MS VITA HARRISDirector-$0--
MS CAROLE IRGANGDirector-$0--
MR TIM JONESDirector-$0--
MR BRADLEY KAYDirector-$0--
MR PAUL KURNITDirector-$0--
MS SHELLY LAZARUSDirector-$0--
MR CLARENCE LEEDirector-$0--
MS DAWN LERMAN PHDDirector-$0--
MR ROBERT LIODICEDirector-$0--
MR DAVID LUNADirector-$0--
MR PETER MCGUINESS IIIDirector-$0--
MR DAVID MECHLINDirector-$0--
MR COLIN MITCHELLDirector-$0--
MR WILLIAM MACK O'BARR PHDDirector- See Line 3 For Compensation-$0--
MS SUSAN POPPERDirector-$0--
MR JEF RICHARDS JD PHDDirector-$0--
MR JOSEPH A RIPPDirector-$0--
MR HAYES ROTHDirector-$0--
MS CYNTHIA ROUNDDirector-$0--
MS JENNIFER SCANLON PHDDirector-$0--
MR DENIS SISONDirector-$0--
PROF SUSAN SMULYANDirector-$0--
MR ANDREW SUSMANDirector-$0--
MR MARK TRUSSDirector-$0--
MR BARRY WACKSMANDirector-$0--
PROF WILLIAM H WEINTRAUBDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Advertising Educational Foundation
EIN
13-3228986
Phone
2129868060
Address
155 EAST 44TH ST 3RD FL, NEW YORK, NY 10017

Signing Officer

Name
Christine Manna
Title
CFO
Phone
2129868060
Signed
2019-11-15
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES LLP
Address
665 FIFTH AVENUE, NEW YORK, NY 10022
Preparer
Garrett M Higgins
Phone
2122862600
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt070266
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0331177
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0182241
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0182559
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0303386
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0229943
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01677131
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt070266
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02092798
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01054506
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01588846
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0229943
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01677131
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt070266
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02092798
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt089418
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0118168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03066620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0807360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0807360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03873980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0807360
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-503952
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02517190
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010578543
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt011082495
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08061353
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt012670
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt022512
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt09842
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt012670
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt09842
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt09842
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt022512
IRS990PF/FMVAssetsEOYAmt08396540
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0186505
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0231439
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0103206
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt093578
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0103206
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0103206
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0129981
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt050355
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt050355
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0269700
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0255400
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0255400
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt08071032
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05762915
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05762915
IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueBOYAmt07500
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0127160
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0132662
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt013002
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt05502
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt05502
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02052643
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01580227
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01580227
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt079693
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0103748
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt030563
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt027363
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt027363
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0695694
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0611572
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0611572
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedBOYAmt011082495
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedEOYAmt08061353
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt011356193
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08396540
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08396540
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0273698
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0335187
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt011356193
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08396540
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt011082495
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08061353
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010406378
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0722257
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09553552
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0156096
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0130569
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0512514
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010250282
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010406378
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt035.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt135.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt235.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt335.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt097400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1101078
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt284913
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt360606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt029092
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt112673
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt215119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt315272
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0SHARON HUDSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1MARCIA SOLING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2SARAH PARRISH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3DARRIA TUCKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3EXEC. ASSISTANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0155 EAST 44TH ST 3RD FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1155 EAST 44TH ST 3RD FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt2155 EAST 44TH ST 3RD FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt3155 EAST 44TH ST 3RD FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd010017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd110017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd210017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd310017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0FAIRPOINTE CAPITAL INVESTMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt087640
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt154890
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm0WILLIAM O'BARR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0EDITORIAL SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT ADVISORY SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0122 CHANNING LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt12 EAST 61ST STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0CHAPEL HILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd027516
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd110065
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt035.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt135.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt235.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt121.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt131.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt141.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt151.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt161.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt171.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt181.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt191.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt201.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt211.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt221.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt231.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt241.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt251.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt261.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt271.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt281.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt291.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt301.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt311.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt321.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt331.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt341.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt351.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt361.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt371.00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,396,540
Liabilities
$335,187
Net assets
$8,061,353
Revenue
$1,588,846
Expenses
$2,092,798
Net income
-$503,952
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.69$0.37$5.32$2.27$2.63$0.36
2023Detailed filing. Detailed filing data is available for this year.$6.09$0.42$5.68$2.20$2.50$0.30
2022Detailed filing. Detailed filing data is available for this year.$6.22$0.44$5.78$0.79$2.62$1.83
2021Detailed filing. Detailed filing data is available for this year.$8.59$0.35$8.24$3.43$1.96$1.47
2020Detailed filing. Detailed filing data is available for this year.$7.80$0.20$7.60$0.25$1.39$1.14
2019Detailed filing. Detailed filing data is available for this year.$8.47$0.30$8.16$0.68$1.97$1.28
2018Detailed filing. Detailed filing data is available for this year.$8.40$0.34$8.06$1.59$2.09$0.50
2017Detailed filing. Detailed filing data is available for this year.$11.4$0.27$11.1$1.19$1.98$0.79
2016Detailed filing. Detailed filing data is available for this year.$11.5$0.24$11.3$1.31$2.33$1.01
2015Summary only. Only limited summary data is available for this year.$11.0$0.08$2.06$2.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$13.1$0.20$12.9$2.80$1.61$1.19
2013Detailed filing. Detailed filing data is available for this year.$13.3$0.26$13.0$2.71$1.63$1.08
2012Summary only. Only limited summary data is available for this year.$11.1$0.19$1.39$1.52$0.13
2011Summary only. Only limited summary data is available for this year.$10.7$0.21$1.38$1.37$0.00