Civic Intelligence

Alison Foundation

990PF • Fiscal year 2014 • EIN 20-0226054

Jan 01, 2014 to Dec 31, 2014 • Filed on May 08, 2015

Organization Profile
160 West 75th Street Apt 4ANew York, NY 10023

(585) 738-5388

Siviq Scores

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

Liabilities / Assets

69th percentile

0.00x

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

2014 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

69th percentile

0.00x

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

2014 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2014

Net Margin

51st percentile

22%

Higher net margin than 51% of similar nonprofits.

2014 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

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

2014 filings • NTEE T • $5M-$10M nonprofits • Source year 2014

Asset Growth

28th percentile

-1.0%

Faster asset growth than 28% of similar nonprofits.

2014 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

11th percentile

-67%

Faster revenue growth than 11% of similar nonprofits.

2014 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$9,479,744

Down $97,016 (-1.0%) from 2013

Net Assets

Down

$9,479,744

Down $97,016 (-1.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin51st percentile

Revenue

Down

$889,034

Down $1,838,745 (-67%) from 2013

Expenses

Up

$690,725

Up $55,703 (+8.8%) from 2013

Net Income

Down

$198,309

Down $1,894,448 (-91%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2014

Assets$9,479,744
Liabilities$0
Net Assets$9,479,744
Open 2014 Filing

Operations Trend

Revenue Growth11th percentile

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

2014

Revenue$889,034
Expenses$690,725
Net Income$198,309
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 8, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ronald H FieldingTrusteePT$0--
Daniel FieldingSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Alison Foundation
EIN
20-0226054
Phone
5857385388
Address
160 West 75th Street Apt 4A, New York, NY 10023

Signing Officer

Name
Ronald H Fielding
Title
Trustee
Signed
2015-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Wealth Design Retirement Services
Address
132 Allens Creek Rd Ste 205, Rochester, NY 14618
Preparer
Steven G Schwartz CPA
Phone
5854423230
Raw XML Appendix302 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/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0618829
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0618829
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0132065
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08694
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0171930
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt031171
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0132065
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08694
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0650000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt031171
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0171930
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0140759
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0RONALD FIELDING
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1RONALD FIELDING
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt042 SURFSONG RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt142 SURFSONG RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0KIAWAH ISLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1KIAWAH ISLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0SC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1SC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd029455
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd129455
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0203823
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1963424
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0203823
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1963424
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc03,500 SHS FRANKLIN RESOURCES INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc116,780 SHS RAYMOND JAMES FINANCIAL INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02014-12-05
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12014-12-05
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt053788
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1104275
OtherDecreasesSchedule/OtherDecreasesDetail/Amt2282694
OtherDecreasesSchedule/OtherDecreasesDetail/Amt351414
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1COST BASIS ADJUSTMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2COST BASIS ADJUSTMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc3COST BASIS ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONDIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1SUB PAYMENTS NOT DIV
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0129
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt08439
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1129
OtherIncreasesSchedule/OtherIncreasesDetail/Amt035871
OtherIncreasesSchedule/OtherIncreasesDetail/Amt173103
OtherIncreasesSchedule/OtherIncreasesDetail/Amt287872
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MUNI BOND ACRETION
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1MUNI BOND ACRETION
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2MUNI BOND ACRETION
TaxesSchedule/TaxesDetail/Amt026400
TaxesSchedule/TaxesDetail/Amt112970
TaxesSchedule/TaxesDetail/CategoryTxt0CURRENT YEAR ESTIMATES
TaxesSchedule/TaxesDetail/CategoryTxt1PY FEDERAL TAX BALANCE DUE
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ronald H Fielding
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Alison Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ALIS
ReturnHeader/Filer/EIN0200226054
ReturnHeader/Filer/PhoneNum05857385388
ReturnHeader/Filer/USAddress/AddressLine1Txt0160 West 75th Street Apt 4A
ReturnHeader/Filer/USAddress/CityNm0New York
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010023
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wealth Design Retirement Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0132 Allens Creek Rd Ste 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rochester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014618
ReturnHeader/PreparerPersonGrp/PhoneNum05854423230
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven G Schwartz CPA
ReturnHeader/ReturnTs02015-05-08T08:37:40-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,479,744
Liabilities
$0
Net assets
$9,479,744
Revenue
$889,034
Expenses
$690,725
Net income
$198,309
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