Civic Intelligence

Amboseli Trust for Elephants

990 • Fiscal year 2013 • EIN 20-1321920

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 29, 2014

10 State Street01950

(508) 783-8308

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

33rd percentile

0.01x

Higher debt load relative to revenue than 33% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

7th percentile

-40%

Higher net margin than 7% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

83rd percentile

$77,400

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 17.4% of source-year revenue.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

10th percentile

-19%

Faster asset growth than 10% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$725,212

Down $168,103 (-19%) from 2012

Net Assets

Down

$721,925

Down $169,088 (-19%) from 2012

Liabilities

Up

$3,287

Up $985 (+43%) from 2012

Revenue

$443,582

No earlier filing loaded for comparison.

Expenses

Down

$621,828

Down $42,325 (-6.4%) from 2012

Net Income

-$178,246

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $321,182Liabilities 2010: $4,572Net Assets 2010: $316,6102010Assets 2011: $1,231,091Liabilities 2011: $3,635Net Assets 2011: $1,227,4562011Assets 2012: $893,315Liabilities 2012: $2,302Net Assets 2012: $891,0132012Assets 2013: $725,212Liabilities 2013: $3,287Net Assets 2013: $721,9252013Assets 2014: $517,867Liabilities 2014: $1,425Net Assets 2014: $516,4422014Assets 2015: $418,175Liabilities 2015: $1,498Net Assets 2015: $416,6772015Assets 2016: $560,139Liabilities 2016: $1,677Net Assets 2016: $558,4622016Assets 2017: $405,230Liabilities 2017: $3,179Net Assets 2017: $402,0512017Assets 2018: $552,688Liabilities 2018: $2,249Net Assets 2018: $550,4392018Assets 2019: $532,004Liabilities 2019: $3,963Net Assets 2019: $528,0412019Assets 2020: $698,826Liabilities 2020: $5,302Net Assets 2020: $693,5242020Assets 2021: $1,035,678Liabilities 2021: $3,190Net Assets 2021: $1,032,4882021Assets 2022: $696,221Liabilities 2022: $2,024Net Assets 2022: $694,1972022Assets 2023: $689,934Liabilities 2023: $1,851Net Assets 2023: $688,0832023Assets 2024: $1,738,416Liabilities 2024: $1,242Net Assets 2024: $1,737,1742024

Highlighted filing

2013

Assets$725,212
Liabilities$3,287
Net Assets$721,925

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $838,1682010Expenses 2011: $1,417,0492011Expenses 2012: $664,1532012Revenue 2013: $443,582Expenses 2013: $621,828Net Income 2013: -$178,2462013Revenue 2014: $455,272Expenses 2014: $660,526Net Income 2014: -$205,2542014Revenue 2015: $494,910Expenses 2015: $587,635Net Income 2015: -$92,7252015Revenue 2016: $772,760Expenses 2016: $636,536Net Income 2016: $136,2242016Revenue 2017: $414,980Expenses 2017: $588,384Net Income 2017: -$173,4042017Revenue 2018: $715,326Expenses 2018: $552,503Net Income 2018: $162,8232018Revenue 2019: $588,816Expenses 2019: $633,149Net Income 2019: -$44,3332019Revenue 2020: $645,994Expenses 2020: $536,603Net Income 2020: $109,3912020Revenue 2021: $1,207,330Expenses 2021: $878,396Net Income 2021: $328,9342021Revenue 2022: $591,970Expenses 2022: $712,294Net Income 2022: -$120,3242022Revenue 2023: $870,751Expenses 2023: $852,168Net Income 2023: $18,5832023Revenue 2024: $1,945,793Expenses 2024: $976,689Net Income 2024: $969,1042024

Highlighted filing

2013

Revenue$443,582
Expenses$621,828
Net Income-$178,246
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 29, 2014
Return Version
2013v3.1
Gross Receipts
$443,582
Mission and Program Overview

Mission

Research and preservation of African Elephants

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$809,225$636,665▼ $172,560
Investments in Publicly Traded Securities$56,627$69,819▲ $13,192
Land, Buildings, and Equipment, Net$21,322$11,973▼ $9,349
Prepaid Expenses and Deferred Charges$6,141$6,755▲ $614
Total Assets$893,315$725,212▼ $168,103
Liabilities
Other Liabilities$2,302$3,287▲ $985
Total Liabilities$2,302$3,287▲ $985
Net Assets / Fund Balance
Unrestricted Net Assets$893,681$647,159▼ $246,522
Temporarily Rstr Net Assets$-2,668$74,766▲ $77,434
Total Net Assets Fund Balance$891,013$721,925▼ $169,088
Total Liabilities and Net Assets / Fund Balance$893,315$725,212▼ $168,103

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$11,973$70,687-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$2,717,478$195,233▲ $575,388$5,300$3,336,216
2012$2,615,842-▲ $246,966$1,431$2,717,478
2011$1,819,471$901,000▲ $4,368$236$2,615,842
2010$1,330,897$350,000▲ $229,119$32$1,819,471
2009$1,200,113-▲ $258,630$735$1,330,897
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Betsy SwartExec DirectorFT$77,400$77,400
Cynthia MossProgram DirectorFT$75,250$75,250

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$442,809
Program Service Revenue
$0
Investment Income
$773
Other Revenue
$0
All Other Contributions
$442,809
Change in Net Assets
$-178,246

Audited Revenue Reconciliation

Revenue per Audited Statements
$443,582
Revenue Not Reported on Form 990
$10,251
Total Revenue per Audited Statements
$453,833
Total Revenue per Form 990
$443,582
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$302,000
Salaries, Compensation, and Employee Benefits$180,182
Other Expenses$139,646
Total Fundraising Expense$79,003
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$302,000--$302,000
Current Officers, Directors, Trustees, and Key Employees$82,238$25,800$44,612$152,650
Fees for Services Other$34,955$0$11,652$46,607
All Other Expenses$12,281$7,868$8,828$28,977
Travel$19,457$729$2,981$23,167
Other Employee Benefits$5,285$5,285$5,285$15,855
Fees for Services Accounting$0$15,157$0$15,157
Payroll Taxes$6,325$1,946$3,406$11,677
Depreciation Depletion$9,349$0$0$9,349
Office Expenses$2,235$4,872$1,626$8,733
Occupancy$274$274$271$819
Advertising$500$0$0$500
Interest$0$418$0$418
Information Technology$174$122$121$417
Other Expenses$98$0$221$319
Total Functional Expenses$476,521$66,304$79,003$621,828

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$622,921
Expenses per Audited Statements$621,828
Total Expenses per Form 990$621,828
Expenses Not Reported on Form 990$1,093
International Activity

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$3,287
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

EIN
20-1321920
Phone
5087838308

Signing Officer

Name
Elizabeth Swart
Title
Executive Director
Phone
5087838308
Signed
2014-04-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Swart
Formed
2004
Legal Domicile
Ma
Voting Board Members
14
Independent Board Members
14
Employees
2
Volunteers
10

Preparer

Preparer
Jeffrey C Kirpas
Phone
9784627250
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

Executive Director gives a copy of the return to the Board for approval and review

Pt VI, Line 15A

The Board determines the salary for the Executive Director and she reviews and sets the salary for all other employees

Pt VI, Line 15B

The Board determines the salary for the Executive Director and she reviews and sets the salary for all other employees

Form 990, Part IX, Line 24F

Printing and reproduction 1742. 1042. 350. 350. Postage 3902. 2999. 903. Telephone 11907. 3969. 3969. 3969. 1/2 meals 1090. 209. 4. 877. Automobile expense 4383. 490. 520. 3373. Marketing supplies 3851. 3572. 20. 259. Payroll service fee 2102. 2102.

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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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IRS990/Desc0THE ORGANIZATION RELIES ON PUBLIC SUPPORT SOLICITED THROUGH THE WEBSITE AND MAILINGS. THE ORGANIZATION IS RESEARCHING AND WORKING ON THE CONSERVATION AND THE ETHICAL TREATMENT OF THE AFRICAN ELEPHANTS SPECIAL PROJECTS INCLUDE: DNA PROJECT, MAASAI STUDY, ELEPHANT COGNITION PROJECT AND THE SCHOLARSHIP PROGRAM FOR KENYIAN STUDENTS.
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IRS990/OtherExpensesGrp/Desc0Field Operations
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IRS990/OtherExpensesGrp/Desc2Business Gifts
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IRS990/OtherExpensesGrp/FundraisingAmt2221
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt01241
IRS990/OtherExpensesGrp/ProgramServicesAmt1109
IRS990/OtherExpensesGrp/ProgramServicesAmt298
IRS990/OtherExpensesGrp/TotalAmt01241
IRS990/OtherExpensesGrp/TotalAmt13942
IRS990/OtherExpensesGrp/TotalAmt2319
IRS990/OtherLiabilitiesGrp/BOYAmt02302
IRS990/OtherLiabilitiesGrp/EOYAmt03287
IRS990/OtherWebsiteInd0X
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IRS990/PayrollTaxesGrp/FundraisingAmt03406
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IRS990/PayrollTaxesGrp/ProgramServicesAmt06325
IRS990/PayrollTaxesGrp/TotalAmt011677
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06141
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06755
IRS990/PrincipalOfficerNm0ELIZABETH SWART
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IRS990/PYContributionsGrantsAmt0324518
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IRS990/PYGrantsAndSimilarPaidAmt0357785
IRS990/PYInvestmentIncomeAmt05190
IRS990/PYOtherExpensesAmt0141599
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IRS990/PYSalariesCompEmpBnftPaidAmt0164769
IRS990/PYTotalExpensesAmt0664153
IRS990/PYTotalRevenueAmt0329708
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0246130
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01324117
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04670936
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01859
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0547
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IRS990ScheduleA/InvestmentIncomeCYPct00.00430
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02333362
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0246130
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01324117
IRS990ScheduleA/Total509Grp/TotalAmt04670936
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04691926
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0195233
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03336216
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt050
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0575388
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt05300
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0143870
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02615842
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02717478
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt029
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0246966
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt01431
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0108746
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01819471
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0901000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02615842
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt015
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04368
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0236
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt090506
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01330897
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0350000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01819471
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt07
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0229119
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt032
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0127101
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01200113
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01330897
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt010
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0258630
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0735
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0true
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IRS990ScheduleD/ExpensesNotReportedAmt01093
IRS990ScheduleD/ExpensesSubtotalAmt0621828
IRS990ScheduleD/NetUnrealizedGainsInvstAmt010251
IRS990ScheduleD/OtherExpensesIncludedAmt01093
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt011973
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt070687
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt082660
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03287
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Credit Card Payable
IRS990ScheduleD/RelatedOrgListSchRInd0true
IRS990ScheduleD/RevenueNotReportedAmt010251

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.00$1.74$1.95$0.98$0.97
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.00$0.69$0.87$0.85$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.69$0.59$0.71$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.03$1.21$0.88$0.33
2020Detailed filing. Detailed filing data is available for this year.$0.70$0.01$0.69$0.65$0.54$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.00$0.53$0.59$0.63$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.00$0.55$0.72$0.55$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.00$0.40$0.41$0.59$0.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.00$0.56$0.77$0.64$0.14
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.00$0.42$0.49$0.59$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.46$0.66$0.21
2013Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.72$0.44$0.62$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.00$0.89$0.66
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.00$1.23$1.42
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$0.84
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $500k-$1M nonprofits