Civic Intelligence

Longwell Family Foundation

990PF • Fiscal year 2016 • EIN 20-5970193

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization Profile
C/O the AYCO COMPANY PO BOX 860Saratoga Springs, NY 12866-0860

(518) 640-5000

Siviq Scores

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

Liabilities / Assets

91st percentile

0.00x

Higher debt load relative to assets than 91% of similar nonprofits.

2016 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

91st percentile

0.01x

Higher debt load relative to revenue than 91% of similar nonprofits.

2016 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2016

Net Margin

12th percentile

-249%

Higher net margin than 12% of similar nonprofits.

2016 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2016 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2016

Asset Growth

2nd percentile

-29%

Faster asset growth than 2% of similar nonprofits.

2016 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-71%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$2,469,047

Down $997,537 (-29%) from 2015

Net Assets

Down

$2,466,547

Down $1,000,037 (-29%) from 2015

Liabilities

Up

$2,500

Up $2,500 from 2015

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin12th percentile

Revenue

Down

$401,721

Down $961,661 (-71%) from 2015

Expenses

Up

$1,401,758

Up $133,139 (+10%) from 2015

Net Income

Down

-$1,000,037

Down $1,094,800 (-1155%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,608,688Liabilities 2011: $02011Assets 2012: $1,227,814Liabilities 2012: $12012Assets 2013: $2,916,474Liabilities 2013: $15,000Net Assets 2013: $2,901,4742013Assets 2014: $3,650,044Liabilities 2014: $0Net Assets 2014: $3,650,0442014Assets 2015: $3,466,584Liabilities 2015: $0Net Assets 2015: $3,466,5842015Assets 2016: $2,469,047Liabilities 2016: $2,500Net Assets 2016: $2,466,5472016Assets 2017: $2,163,090Liabilities 2017: $101,667Net Assets 2017: $2,061,4232017Assets 2018: $1,967,121Liabilities 2018: $0Net Assets 2018: $1,967,1212018Assets 2019: $1,754,551Liabilities 2019: $0Net Assets 2019: $1,754,5512019Assets 2020: $1,752,356Liabilities 2020: $0Net Assets 2020: $1,752,3562020Assets 2021: $1,894,820Liabilities 2021: $0Net Assets 2021: $1,894,8202021Assets 2022: $1,944,186Liabilities 2022: $0Net Assets 2022: $1,944,1862022Assets 2023: $1,870,588Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $638,944Liabilities 2024: $0Net Assets 2024: $638,9442024

Highlighted filing

2016

Assets$2,469,047
Liabilities$2,500
Net Assets$2,466,547
Open 2016 Filing

Operations Trend

Revenue Growth18th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,377,502Expenses 2011: $665,648Net Income 2011: $711,8542011Revenue 2012: $3,007,675Expenses 2012: $840,709Net Income 2012: $2,166,9662012Revenue 2013: $3,226,616Expenses 2013: $765,788Net Income 2013: $2,460,8282013Revenue 2014: $3,367,698Expenses 2014: $2,112,815Net Income 2014: $1,254,8832014Revenue 2015: $1,363,382Expenses 2015: $1,268,619Net Income 2015: $94,7632015Revenue 2016: $401,721Expenses 2016: $1,401,758Net Income 2016: -$1,000,0372016Revenue 2017: $941,791Expenses 2017: $1,227,923Net Income 2017: -$286,1322017Revenue 2018: $882,902Expenses 2018: $865,034Net Income 2018: $17,8682018Revenue 2019: $650,137Expenses 2019: $791,315Net Income 2019: -$141,1782019Revenue 2020: $765,471Expenses 2020: $636,700Net Income 2020: $128,7712020Revenue 2021: $948,845Expenses 2021: $467,540Net Income 2021: $481,3052021Revenue 2022: $1,586,940Expenses 2022: $602,825Net Income 2022: $984,1152022Revenue 2023: $1,812,399Expenses 2023: $1,993,325Net Income 2023: -$180,9262023Revenue 2024: $2,157,803Expenses 2024: $3,558,163Net Income 2024: -$1,400,3602024

Highlighted filing

2016

Revenue$401,721
Expenses$1,401,758
Net Income-$1,000,037
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
harry LONGWELLOfficer - As Needed-$0--
norma LONGWELLOfficer - As Needed-$0--
harry john longwell iiiOfficer - As Needed-$0--
paxton john longwellOfficer - As Needed-$0--
garett john longwellOfficer - As Needed-$0--
brent john longwellOfficer - As Needed-$0--
Filing and Contact Details

Filer

Filer Name
Longwell Family Foundation
EIN
20-5970193
In Care Of
% AYCO COMPANY
Phone
5186405000
Address
C/O the AYCO COMPANY PO BOX 860, SARATOGA SPRINGS, NY 12866-0860

Signing Officer

Name
Harry Longwell
Title
Officer
Phone
5186405000
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
The Ayco Company LP
Address
PO Box 860, Saratoga Springs, NY 12866-0860
Preparer
Elizabeth VanTassel
Phone
5188864000
Raw XML Appendix328 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/PersonNm0harry LONGWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1norma LONGWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2harry john longwell iii
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IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01383747
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01383747
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt0N/A
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0NOT APPLICABLE
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/AddressLine1Txt0321 BROADWAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SARATOGA SPRINGS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd012866
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0AYCO COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum05188864130
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01383747
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0general charitable purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0see cash donations attachment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010001
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01383747
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/AppliedToCurrentYearAmt0333738
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0333738
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0882492
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01733280
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0492139
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0667869
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0525225
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0525225
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04825789
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01050009
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0882492
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01733280
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0492139
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0667869
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01383747
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01050009
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05351014
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04301005
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0tax refund
TaxesSchedule/TaxesDetail/Amt018000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HARRY LONGWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum05186405000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LONGWELL FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LONG
ReturnHeader/Filer/EIN0205970193
ReturnHeader/Filer/InCareOfNm0% AYCO COMPANY
ReturnHeader/Filer/PhoneNum05186405000
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O the AYCO COMPANY PO BOX 860
ReturnHeader/Filer/USAddress/CityNm0SARATOGA SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0128660860
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05B7D92B3124E4E79436EEAB5040CB392495AB5E6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0557D8FA26AD0C2C06FF0A4060A8A64F04BD3FCD4
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId014257320171075000045
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-04-17
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0204.4.182.15
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Ayco Company LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 860
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Saratoga Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0128660860
ReturnHeader/PreparerPersonGrp/PhoneNum05188864000
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth VanTassel
ReturnHeader/ReturnTs02017-04-17T11:25:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,469,047
Liabilities
$2,500
Net assets
$2,466,547
Revenue
$401,721
Expenses
$1,401,758
Net income
-$1,000,037
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$2.16$3.56$1.40
2023Detailed filing. Detailed filing data is available for this year.$1.87$0.00$0.00$1.81$1.99$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$1.59$0.60$0.98
2021Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.95$0.47$0.48
2020Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.77$0.64$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.65$0.79$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.88$0.87$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.16$0.10$2.06$0.94$1.23$0.29
2016Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.40$1.40$1.00
2015Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$1.36$1.27$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$3.37$2.11$1.25
2013Detailed filing. Detailed filing data is available for this year.$2.92$0.02$2.90$3.23$0.77$2.46
2012Summary only. Only limited summary data is available for this year.$1.23$0.00$3.01$0.84$2.17
2011Summary only. Only limited summary data is available for this year.$1.61$0.00$1.38$0.67$0.71