Alison Foundation

990PF • Fiscal year 2020 • EIN 20-0226054

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 15, 2021

Organization Profile

535 Dean St Apt 908Brooklyn, NY 11217

(585) 738-5388

Siviq Scores

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

0.00x

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

2020 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2020

0.00x

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

2020 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2020

68%

Higher net margin than 69% of similar nonprofits.

2020 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2020

Higher top officer pay than 67% of similar nonprofits.

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

2020 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2020

17%

Faster asset growth than 77% of similar nonprofits.

2020 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2019 to 2020

99%

Faster revenue growth than 73% of similar nonprofits.

2020 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets71st percentile

Assets

$19,392,070

Up $2,765,537 (+17%) from 2019

Net Assets

$19,392,070

Up $2,765,537 (+17%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue71st percentile Net Margin69th percentile

Revenue

$3,468,744

Up $1,724,157 (+99%) from 2019

Expenses

Down

$1,118,182

Down $565,120 (-34%) from 2019

Net Income

$2,350,562

Up $2,289,277 (+3735%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

Highlighted filing

2020

Assets$19,392,070

Liabilities$0

Net Assets$19,392,070

Open 2020 Filing

Operations Trend

Revenue Growth73rd percentile

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

Highlighted filing

2020

Revenue$3,468,744

Expenses$1,118,182

Net Income$2,350,562

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: Jun 15, 2021
Return Version: 2020v4.0

Compensation and Service Providers

Top Officer Pay67th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
RONALD H FIELDING	Trustee	-	$0	-	-
DANIEL FIELDING	Secretary	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Alison Foundation
EIN: 20-0226054
Phone: 5857385388
Address: 535 DEAN ST APT 908, BROOKLYN, NY 11217

Signing Officer

Name: Daniel Fielding
Title: Secretary
Signed: 2021-06-15

Preparer

Firm: Mercer Global Advisors Inc
Address: 375 WOODCLIFF DR STE 1C, FAIRPORT, NY 14450-4276
Preparer: Jamie Block CPA
Phone: 8555101040

Raw XML Appendix292 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	0	3238145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	16113568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	21750499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	EQUITIES
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	303202
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc	0	NONDIVIDEND DISTRIBUTIONS
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	1100000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	1100000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt	0	303202
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	1863747
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	4	-1673029
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	50000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	TO SUPPORT THE CURRICULUM BASED ON T
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	TO PROVIDE EDUCATION TO STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	SUMMER CAMP ENRICHMENT PROGRAM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	UNIVERSITY OF ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	AGASSIZ VILLAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PUBLIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	POLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	21401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	14627
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	04274
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	1100000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	1060123
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	1060123
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	552747
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	4147
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	302519
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	120911
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	120911
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	899290
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	39877
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	552747
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	4147
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	302519
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	1100000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	39877
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	1020201
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	980324
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	NYS DEPT OF LAW
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	750
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	4290
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	NONDIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	4290
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	4290
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	414975
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	BASIS ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt	0	2378
TaxesSchedule/TaxesDetail/Amt	1	15054
TaxesSchedule/TaxesDetail/CategoryTxt	0	ESTIMATED TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	2019 OVERPAYMENT
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DANIEL FIELDING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	SECRETARY
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ALISON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	ALIS
ReturnHeader/Filer/EIN	0	200226054
ReturnHeader/Filer/PhoneNum	0	5857385388
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	535 DEAN ST APT 908
ReturnHeader/Filer/USAddress/CityNm	0	BROOKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	11217
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	743257877
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	MERCER GLOBAL ADVISORS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	375 WOODCLIFF DR STE 1C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	FAIRPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	144504276
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8555101040
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2021-06-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JAMIE BLOCK CPA
ReturnHeader/ReturnTs	0	2021-06-15T14:46:09-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	DANIEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	FIELDING
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $19,392,070
Liabilities: $0
Net assets: $19,392,070
Revenue: $3,468,744
Expenses: $1,118,182
Net income: $2,350,562

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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
2020Detailed filing. Detailed filing data is available for this year.	$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