Civic Intelligence

Alison Foundation

990PF • Fiscal year 2011 • EIN 20-0226054

Jan 01, 2011 to Dec 31, 2011 • Filed on May 14, 2012

Organization Profile
238 W 72nd Street 3B10023
Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

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

2011 filings • NTEE T • $5M-$10M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

60th percentile

$0

Higher top officer pay than 60% of similar nonprofits.

2011 filings • $5M-$10M nonprofits • Source year 2011

Asset Growth

55th percentile

1.6%

Faster asset growth than 55% of similar nonprofits.

2011 filings • $5M-$10M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$7,011,187

Up $111,638 (+1.6%) from 2010

Net Assets

Up

$7,011,187

Up $111,638 (+1.6%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$414,003

Up $93,728 (+29%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$30M$20M$10M$0Assets 2010: $6,899,549Liabilities 2010: $0Net Assets 2010: $6,899,5492010Assets 2011: $7,011,187Liabilities 2011: $0Net Assets 2011: $7,011,1872011Assets 2012: $7,332,502Liabilities 2012: $12012Assets 2013: $9,576,760Liabilities 2013: $0Net Assets 2013: $9,576,7602013Assets 2014: $9,479,744Liabilities 2014: $0Net Assets 2014: $9,479,7442014Assets 2015: $14,725,347Liabilities 2015: $0Net Assets 2015: $14,725,3472015Assets 2016: $15,014,828Liabilities 2016: $0Net Assets 2016: $15,014,8282016Assets 2017: $16,116,027Liabilities 2017: $0Net Assets 2017: $16,116,0272017Assets 2018: $16,577,896Liabilities 2018: $0Net Assets 2018: $16,577,8962018Assets 2019: $16,626,533Liabilities 2019: $0Net Assets 2019: $16,626,5332019Assets 2020: $19,392,070Liabilities 2020: $0Net Assets 2020: $19,392,0702020Assets 2021: $20,419,313Liabilities 2021: $12021Assets 2022: $20,922,096Liabilities 2022: $0Net Assets 2022: $20,922,0962022Assets 2023: $21,129,227Liabilities 2023: $12023Assets 2024: $22,943,771Liabilities 2024: $0Net Assets 2024: $22,943,7712024

Highlighted filing

2011

Assets$7,011,187
Liabilities$0
Net Assets$7,011,187
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Expenses 2010: $320,2752010Expenses 2011: $414,0032011Revenue 2012: $650,727Expenses 2012: $411,600Net Income 2012: $239,1272012Revenue 2013: $2,727,779Expenses 2013: $635,022Net Income 2013: $2,092,7572013Revenue 2014: $889,034Expenses 2014: $690,725Net Income 2014: $198,3092014Revenue 2015: $5,261,191Expenses 2015: $1,007,006Net Income 2015: $4,254,1852015Revenue 2016: $1,875,428Expenses 2016: $1,403,803Net Income 2016: $471,6252016Revenue 2017: $2,080,891Expenses 2017: $1,022,374Net Income 2017: $1,058,5172017Revenue 2018: $1,627,608Expenses 2018: $1,142,230Net Income 2018: $485,3782018Revenue 2019: $1,744,587Expenses 2019: $1,683,302Net Income 2019: $61,2852019Revenue 2020: $3,468,744Expenses 2020: $1,118,182Net Income 2020: $2,350,5622020Revenue 2021: $2,421,482Expenses 2021: $1,390,587Net Income 2021: $1,030,8952021Revenue 2022: $2,149,339Expenses 2022: $1,569,129Net Income 2022: $580,2102022Revenue 2023: $1,855,976Expenses 2023: $1,350,405Net Income 2023: $505,5712023Revenue 2024: $3,208,521Expenses 2024: $1,801,191Net Income 2024: $1,407,3302024

Highlighted filing

2011

Revenue-
Expenses$414,003
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 14, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel FieldingSecretary-$0--
Ronald H FieldingTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-To support the curriculum based on the reading, study and discussion of the most important books of the Western tradition.PublicANNAPOLIS, MD, US$190,000
Paid Grant-To support the goal of educating future business leaders.PublicROCHESTER, NY, US$100,000
Paid Grant-To support the museum dedicated to the exhibition of Georgia O'Keefes paintings, drawings and sculptures.PublicSANTA FE, NM, US$50,000
Paid Grant-To support the camp for youth ages eight to seventeen that strives to help children reach their full potential.PublicLEXINGTON, MA, US$40,000
Paid Grant-To provide support for children with disabilities or special needs.PublicRALEIGH, SC, US$14,000
Paid Grant-To support the Charleston,SC festival which showcases artists in a distinctive program of opera,theater, dance physical theater, music and visual arts.PublicCHARLESTON, SC, US$2,500
Paid Grant-To support the health and wellbeing of the Lowcountry community by providing equipment, facilities and experiences for the health care system.PublicCHARLESTON, SC, US$1,000
Paid Grant-To support the educational goals and family involvement in this year round school.PublicWILMINGTON, NC, US$588
Paid Grant-To support the preservation and promotion of the art of Charleston, SC and the American South.PublicCHARLESTON, SC, US$500
Filing and Contact Details

Filer

EIN
20-0226054
Raw XML Appendix323 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/MinimumInvestmentReturn/CashDeemedCharitable0117589
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition15.00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Daniel Fielding
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Ronald H Fielding
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10238 W 72nd Street 3B
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1142 SURFSONG RD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0New York
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Kiaweh Island
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IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
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IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Daniel Fielding
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05857385388
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10238 W 72nd Street 3B
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IRS990PF/SupplementaryInformation/ContributingManager0Ronald H Fielding
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0To support the goal of educating future business leaders.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1To support the camp for youth ages eight to seventeen that strives to help children reach their full potential.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2To support the curriculum based on the reading, study and discussion of the most important books of the Western tradition.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3To provide support for children with disabilities or special needs.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4To support the health and wellbeing of the Lowcountry community by providing equipment, facilities and experiences for the health care system.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5To support the preservation and promotion of the art of Charleston, SC and the American South.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6To support the museum dedicated to the exhibition of Georgia O'Keefes paintings, drawings and sculptures.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7To support the Charleston,SC festival which showcases artists in a distinctive program of opera,theater, dance physical theater, music and visual arts.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8To support the educational goals and family involvement in this year round school.
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0SIMON GRADUATE SCHOOL OF BUSINESS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1AGASSIZ VILLAGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2ST JOHN'S COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3EASTER SEALS UCP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4ROPER ST FRANCIS FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5GIBBES MUSEUM OF ART
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6GEORGIA O'KEEFE MUSEUM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7SPOLETO FESTIVAL USA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName8CODINGTON ELEMENTARY
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14125 DOUGHTY ST SUITE 790
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15135 MEETING STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16217 JOHNSON ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1714 GEORGE STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine184321 CAROLINA BEACH RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0ROCHESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1LEXINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2ANNAPOLIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3RALEIGH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4CHARLESTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5CHARLESTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6SANTA FE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7CHARLESTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8WILMINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3SC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4SC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5SC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6NM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7SC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode014627
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode102420
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode221401
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode327612
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode429403
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode529401
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode687501
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode729401
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode828412
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0398588
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0381299
IRS990PF/UndistributedIncome/AppliedToYear103677
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0381299
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear013612
IRS990PF/UndistributedIncome/ExcessFromCurrentYear013612
IRS990PF/UndistributedIncome/QualifyingDistributions0398588
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus013612
IRS990PF/UndistributedIncome/TotalCorpus013612
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear03677
OtherExpensesSchedule/OtherExpenses/Description0NYS FILING FEES
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0250
OtherIncreasesSchedule/OtherIncreases/Amount046646
OtherIncreasesSchedule/OtherIncreases/Description0ADJUSTMENT
TaxesSchedule/Taxes/Amount06365
TaxesSchedule/Taxes/Amount17600
TaxesSchedule/Taxes/Category0FEDERAL PY BALANCE DUE
TaxesSchedule/Taxes/Category1FEDERAL ESTIMATES PD
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0200226054
ReturnHeader/Filer/Name/BusinessNameLine10Alison Foundation
ReturnHeader/Filer/NameControl0ALIS
ReturnHeader/Filer/USAddress/AddressLine10238 W 72nd Street 3B
ReturnHeader/Filer/USAddress/City0New York
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010023
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-05-14
ReturnHeader/Officer/Name0Daniel Fielding
ReturnHeader/Officer/Title0Secretary
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WEALTH DESIGN SERVICES INC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10940 WESTFALL ROAD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0ROCHESTER
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode014618
ReturnHeader/Preparer/Name0Steven G Schwartz CPA
ReturnHeader/Preparer/Phone05854423230
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-14T12:31:26-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,011,187
Liabilities
$0
Net assets
$7,011,187
Revenue
-
Expenses
$414,003
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.9$0.00$22.9$3.21$1.80$1.41
2023Summary only. Only limited summary data is available for this year.$21.1$0.00$1.86$1.35$0.51
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.9$0.00$20.9$2.15$1.57$0.58
2021Summary only. Only limited summary data is available for this year.$20.4$0.00$2.42$1.39$1.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.4$0.00$19.4$3.47$1.12$2.35
2019Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$1.74$1.68$0.06
2018Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$1.63$1.14$0.49
2017Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$2.08$1.02$1.06
2016Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$1.88$1.40$0.47
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.7$0.00$14.7$5.26$1.01$4.25
2014Detailed filing. Detailed filing data is available for this year.$9.48$0.00$9.48$0.89$0.69$0.20
2013Detailed filing. Detailed filing data is available for this year.$9.58$0.00$9.58$2.73$0.64$2.09
2012Summary only. Only limited summary data is available for this year.$7.33$0.00$0.65$0.41$0.24
2011Detailed filing. Detailed filing data is available for this year.$7.01$0.00$7.01$0.41
2010Detailed filing. Detailed filing data is available for this year.$6.90$0.00$6.90$0.32
Peer Organizations

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