Civic Intelligence

The Ashby Foundation Inc

990PF • Fiscal year 2018 • EIN 20-3935673

Dec 01, 2017 to Nov 30, 2018 • Filed on May 23, 2019

Organization Profile
1000 Cordova Place 407Santa Fe, NM 87505

(505) 983-4603

Siviq Scores

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

Liabilities / Assets

87th percentile

0.00x

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

2018 filings • NTEE T22 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

87th percentile

0.00x

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

2018 filings • NTEE T22 • <$500k nonprofits • Source year 2018

Net Margin

43rd percentile

-12%

Higher net margin than 43% of similar nonprofits.

2018 filings • NTEE T22 • <$500k nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2018 filings • NTEE T22 • <$500k nonprofits • Source year 2018

Asset Growth

52nd percentile

-1.3%

Faster asset growth than 52% of similar nonprofits.

2018 filings • NTEE T22 • <$500k nonprofits • Annualized from 2015 to 2018

Revenue Growth

69th percentile

28%

Faster revenue growth than 69% of similar nonprofits.

2018 filings • NTEE T22 • <$500k nonprofits • Annualized from 2015 to 2018

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$157,400

Down $6,086 (-3.7%) from 2015

Net Assets

$157,400

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin43rd percentile

Revenue

Up

$14,475

Up $7,492 (+107%) from 2015

Expenses

Up

$16,153

Up $4,728 (+41%) from 2015

Net Income

Up

-$1,678

Up $2,764 (+62%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$1.0M$500K$0Assets 2010: $184,745Liabilities 2010: $99Net Assets 2010: $184,6462010Assets 2011: $182,284Liabilities 2011: $27Net Assets 2011: $182,2572011Assets 2012: $188,672Liabilities 2012: $147Net Assets 2012: $188,5252012Assets 2013: $183,050Liabilities 2013: $0Net Assets 2013: $183,0502013Assets 2014: $173,646Liabilities 2014: $0Net Assets 2014: $173,6462014Assets 2015: $163,486Liabilities 2015: $02015Assets 2018: $157,400Liabilities 2018: $0Net Assets 2018: $157,4002018Assets 2019: $869,013Liabilities 2019: $0Net Assets 2019: $869,0132019Assets 2020: $889,761Liabilities 2020: $0Net Assets 2020: $889,7612020Assets 2021: $921,905Liabilities 2021: $0Net Assets 2021: $921,9052021Assets 2022: $894,554Liabilities 2022: $0Net Assets 2022: $894,5542022Assets 2023: $874,543Liabilities 2023: $0Net Assets 2023: $874,5432023Assets 2024: $924,066Liabilities 2024: $0Net Assets 2024: $924,0662024

Highlighted filing

2018

Assets$157,400
Liabilities$0
Net Assets$157,400
Open 2018 Filing

Operations Trend

Revenue Growth69th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $28,8322010Expenses 2011: $4,1412011Expenses 2012: $7,1802012Expenses 2013: $12,8332013Revenue 2014: $13,325Expenses 2014: $13,106Net Income 2014: $2192014Revenue 2015: $6,983Expenses 2015: $11,425Net Income 2015: -$4,4422015Revenue 2018: $14,475Expenses 2018: $16,153Net Income 2018: -$1,6782018Revenue 2019: $1,400,617Expenses 2019: $36,676Net Income 2019: $1,363,9412019Revenue 2020: $80,166Expenses 2020: $74,480Net Income 2020: $5,6862020Revenue 2021: $100,485Expenses 2021: $67,664Net Income 2021: $32,8212021Revenue 2022: $32,296Expenses 2022: $57,862Net Income 2022: -$25,5662022Revenue 2023: $35,424Expenses 2023: $55,590Net Income 2023: -$20,1662023Revenue 2024: $118,454Expenses 2024: $70,949Net Income 2024: $47,5052024

Highlighted filing

2018

Revenue$14,475
Expenses$16,153
Net Income-$1,678
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
May 23, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jean F AshbyPresident-$0--
James R AshbyVice President-$0--
Sarah Ashby SawtellTreasurer-$0--
Janice M AshbySecretary-$0--
W Anthony SawtellDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Ashby Foundation Inc
EIN
20-3935673
In Care Of
% SARAH SAWTELL
Phone
5059834603
Address
1000 Cordova Place 407, SANTA FE, NM 87505

Signing Officer

Name
Sarah Ashby Sawtell
Title
Treasurer
Phone
5059834603
Signed
2019-05-23
Discuss with paid preparer
Yes

Preparer

Firm
Willnerd & Associates LLC
Address
3200 Pine Lake Road Suite A, Lincoln, NE 68516
Preparer
Milton A Willnerd
Phone
4024211811
Raw XML Appendix320 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jean F Ashby
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1James R Ashby
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Sarah Ashby Sawtell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Janice M Ashby
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4W Anthony Sawtell
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01000 CORDOVA PLACE 407
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SANTA FE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd087505
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SARAH SAWTELL
IRS990PF/StatementsRegardingActyGrp/PhoneNum05059834603
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FILLMORE Central High School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01410 L Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Geneva
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd068361
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08210
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08210
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01306
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt085
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0192
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06363
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04780
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01306
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt085
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0192
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012990
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04780
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06363
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01583
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02955
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02955
TaxesSchedule/TaxesDetail/Amt0208
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0208
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH ASHBY SAWTELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05059834603
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ASHBY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ASHB
ReturnHeader/Filer/EIN0203935673
ReturnHeader/Filer/InCareOfNm0% SARAH SAWTELL
ReturnHeader/Filer/PhoneNum05059834603
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 Cordova Place 407
ReturnHeader/Filer/USAddress/CityNm0SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087505
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F5124536BC0E77BF99D2611B8CF39F9F0BFB28B9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F5124536BC0E77BF99D2611B8CF39F9F0BFB28B9
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId047043920191435000007
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-23
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.106.8.202
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Willnerd & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03200 Pine Lake Road Suite A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lincoln
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068516
ReturnHeader/PreparerPersonGrp/PhoneNum04024211811
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Milton A Willnerd
ReturnHeader/ReturnTs02019-05-23T10:40:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-12-01
ReturnHeader/TaxPeriodEndDt02018-11-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$157,400
Liabilities
$0
Net assets
$157,400
Revenue
$14,475
Expenses
$16,153
Net income
-$1,678
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.12$0.07$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.04$0.06$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.03$0.06$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.10$0.07$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.08$0.07$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$1.40$0.04$1.36
2018Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.01$0.02$0.00
2015Summary only. Only limited summary data is available for this year.$0.16$0.00$0.01$0.01$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.01$0.01$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.03