Civic Intelligence

Ajg Foundation

990PF • Fiscal year 2020 • EIN 20-8304634

Jan 01, 2020 to Dec 31, 2020 • Filed on Dec 24, 2021

Organization Profile
730 3rd ave 11th flNew York, NY 10017

(212) 485-5500

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

2nd percentile

-1943%

Higher net margin than 2% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

45th percentile

-18%

Faster revenue growth than 45% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $7,330,221 (-100%) from 2019

Net Assets

Down

$0

Down $7,330,221 (-100%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin2nd percentile

Revenue

Down

$365,740

Down $80,767 (-18%) from 2019

Expenses

Up

$7,472,263

Up $6,668,336 (+829%) from 2019

Net Income

Down

-$7,106,523

Down $6,749,103 (-1888%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$15M$10M$5.0M$0Assets 2011: $12,203,758Liabilities 2011: $48,6302011Assets 2012: $11,179,047Liabilities 2012: $108,2562012Assets 2013: $10,431,167Liabilities 2013: $0Net Assets 2013: $10,431,1672013Assets 2014: $9,674,791Liabilities 2014: $0Net Assets 2014: $9,674,7912014Assets 2015: $9,163,115Liabilities 2015: $02015Assets 2019: $7,330,221Liabilities 2019: $0Net Assets 2019: $7,330,2212019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth45th percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2011: $167,505Expenses 2011: $509,719Net Income 2011: -$342,2142011Revenue 2012: -$467,580Expenses 2012: $616,757Net Income 2012: -$1,084,3372012Revenue 2013: $61,841Expenses 2013: $701,465Net Income 2013: -$639,6242013Revenue 2014: -$63,559Expenses 2014: $692,817Net Income 2014: -$756,3762014Revenue 2015: $85,978Expenses 2015: $597,654Net Income 2015: -$511,6762015Revenue 2019: $446,507Expenses 2019: $803,927Net Income 2019: -$357,4202019Revenue 2020: $365,740Expenses 2020: $7,472,263Net Income 2020: -$7,106,5232020

Highlighted filing

2020

Revenue$365,740
Expenses$7,472,263
Net Income-$7,106,523
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Dec 24, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADDIE J GUTTAGPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Ajg Foundation
EIN
20-8304634
In Care Of
% MARCUM LLP
Phone
2124855500
Address
730 3rd ave 11th fl, NEW YORK, NY 10017

Signing Officer

Name
Addie J Guttag
Title
Addie Guttag
Phone
2124855500
Signed
2021-12-24

Preparer

Firm
Marcum Llp
Address
730 THIRD AVENUE, NEW YORK, NY 10017
Preparer
Janis L Cowhey
Phone
2124855500
Raw XML AppendixShowing 400 of 415 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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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt033500
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt033500
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt07278545
DissolutionStmt/DissolutionInformationGrp/PersonNm0FIDELITY INVESTMENTS CHARITABLE GIF
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0ALL CASH, PUBLICLY TRADED SECURITIES AND OTHER INVESTMENT ASSETS WERE DONATED TO FIDELITY INVESTMENTS CHARITABLE GIFT FUN (EIN: 11-0303001). THE TRANSFER WAS MADE IN COMPLETE LIQUIDATION OF THE AJG FOUNDATION , AS PER THE BOARD OF DIRECTORS VOTE TO DISSOLVE THE FOUNDATION. SEE STATEMENTS ATTACHED
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0215454
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03526
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SRA PRIVATE EQUITY II- ST PASS THRU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SRA PRIVATE EQUITY III- ST PASS THRU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SRA PRIVATE EQUITY IV- ST PASS THRU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PUBLICLY TRADED SECURITIES 9.4- LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PUBLICLY TRADED SECURITIES 9.4- ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SRA PRIVATE EQUITY II- LT PASS THRU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6SRA PRIVATE EQUITY III- LT PASS THRU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7SRA PRIVATE EQUITY I- LT EXCESS DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8PUBLICLY TRADED SECURITIES SD- LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9PUBLICLY TRADED SECURITIES ID- LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10PUBLICLY TRADED SECURITIES 9.5- LT
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0515011
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0287895
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0128806
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt07784139
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0422912
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08458239
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08587045
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ADDIE J GUTTAG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O MARCUM LLP 750 3RD AVE 11TH FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010017
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt411929
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt91
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$365,740
Expenses
$7,472,263
Net income
-$7,106,523
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.37$7.47$7.11
2019Detailed filing. Detailed filing data is available for this year.$7.33$0.00$7.33$0.45$0.80$0.36
2015Summary only. Only limited summary data is available for this year.$9.16$0.00$0.09$0.60$0.51
2014Detailed filing. Detailed filing data is available for this year.$9.67$0.00$9.67$0.06$0.69$0.76
2013Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.06$0.70$0.64
2012Summary only. Only limited summary data is available for this year.$11.2$0.11$0.47$0.62$1.08
2011Summary only. Only limited summary data is available for this year.$12.2$0.05$0.17$0.51$0.34