Civic Intelligence

Aaap Foundation Inc.

990 • Fiscal year 2016 • EIN 23-2542890

May 01, 2015 to Apr 30, 2016 • Filed on Jul 11, 2016

12627 San Jose Boulevard 202Jacksonville, FL 32223-8638

(904) 425-5735

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

80th percentile

22%

Higher net margin than 80% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

44th percentile

0.0%

Faster asset growth than 44% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

23rd percentile

-13%

Faster revenue growth than 23% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$854,111

Up $240 (+0.0%) from 2015

Net Assets

Up

$854,111

Up $240 (+0.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$88,452

Down $12,982 (-13%) from 2015

Expenses

Up

$69,335

Up $36,395 (+110%) from 2015

Net Income

Down

$19,117

Down $49,377 (-72%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2012: $486,860Liabilities 2012: $0Net Assets 2012: $486,8602012Assets 2013: $515,015Liabilities 2013: $0Net Assets 2013: $515,0152013Assets 2014: $776,271Liabilities 2014: $0Net Assets 2014: $776,2712014Assets 2015: $853,871Liabilities 2015: $0Net Assets 2015: $853,8712015Assets 2016: $854,111Liabilities 2016: $0Net Assets 2016: $854,1112016Assets 2017: $934,685Liabilities 2017: $0Net Assets 2017: $934,6852017Assets 2018: $1,003,461Liabilities 2018: $0Net Assets 2018: $1,003,4612018Assets 2019: $1,093,258Liabilities 2019: $0Net Assets 2019: $1,093,2582019Assets 2020: $1,238,877Liabilities 2020: $0Net Assets 2020: $1,238,8772020Assets 2021: $1,508,071Liabilities 2021: $0Net Assets 2021: $1,508,0712021Assets 2022: $1,504,428Liabilities 2022: $0Net Assets 2022: $1,504,4282022Assets 2023: $1,669,475Liabilities 2023: $0Net Assets 2023: $1,669,4752023Assets 2024: $1,779,108Liabilities 2024: $0Net Assets 2024: $1,779,1082024Assets 2025: $2,004,644Liabilities 2025: $0Net Assets 2025: $2,004,6442025

Highlighted filing

2016

Assets$854,111
Liabilities$0
Net Assets$854,111

Operations Trend

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

$400K$300K$200K$100K$0Expenses 2012: $42,5612012Expenses 2013: $40,3162013Revenue 2014: $281,706Expenses 2014: $30,628Net Income 2014: $251,0782014Revenue 2015: $101,434Expenses 2015: $32,940Net Income 2015: $68,4942015Revenue 2016: $88,452Expenses 2016: $69,335Net Income 2016: $19,1172016Revenue 2017: $127,339Expenses 2017: $75,924Net Income 2017: $51,4152017Revenue 2018: $156,612Expenses 2018: $109,188Net Income 2018: $47,4242018Revenue 2019: $203,780Expenses 2019: $113,757Net Income 2019: $90,0232019Revenue 2020: $334,148Expenses 2020: $122,475Net Income 2020: $211,6732020Revenue 2021: $172,582Expenses 2021: $97,791Net Income 2021: $74,7912021Revenue 2022: $202,849Expenses 2022: $116,789Net Income 2022: $86,0602022Revenue 2023: $370,098Expenses 2023: $124,172Net Income 2023: $245,9262023Revenue 2024: $161,187Expenses 2024: $134,923Net Income 2024: $26,2642024Revenue 2025: $281,314Expenses 2025: $141,378Net Income 2025: $139,9362025

Highlighted filing

2016

Revenue$88,452
Expenses$69,335
Net Income$19,117
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
Jul 11, 2016
Return Version
2015v2.1
Gross Receipts
$98,783
Mission and Program Overview

Mission

To aid students and veterinarians in the study of avian medicine.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$745,986$794,409▲ $48,423
Savings and Temporary Cash Investments$106,042$58,202▼ $47,840
Pledges and Grants Receivable$1,843$1,500▼ $343
Total Assets$853,871$854,111▲ $240
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$519,451$528,817▲ $9,366
Unrestricted Net Assets$242,420$233,294▼ $9,126
Permanently Rstr Net Assets$92,000$92,000→ $0
Total Net Assets Fund Balance$853,871$854,111▲ $240
Total Liabilities and Net Assets / Fund Balance$853,871$854,111▲ $240

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$611,451$30,781▼ $1,017$56,055$611,692
2014$526,272$101,783▲ $13,363$4,209$611,451
2013$512,063$24,666▲ $11,396$1,377$526,272
2012$481,695$40,213▲ $24,446$489$512,063
Compensation and Service Providers

Board Members and Trustees

NameTitle
Fredric J HoerrPresident 20
Robert PorterPresident 20
Hector CervantesPresident-el
Victoria BowesDirector - W
Ian RubinoffDirector at
Martine BoulinneDirector at
Bernie BeckmanDirector-CEN
Eva Wallner-pendletonDirector-nrt
Eric JensenDirector-sou
Bob Bevans-kerrExecutive Di
Charles HofacreExecutive Vi
Francene Van SambeekPast Preside
Robert OwenPast Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$70,592
Program Service Revenue
$0
Investment Income
$17,860
Other Revenue
$0
All Other Contributions
$70,592
Change in Net Assets
$19,117
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$69,335
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$6,000-$6,000
Other Expenses$56,055$430-$430
Total Functional Expenses$56,055$13,280$0$69,335
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI

The board of directors previously implemented a written conflict of interest policy. The policy was maintained and enforced for the year ending 4/30/2016.

Form 990, Page 6, Part VI, Line 3

Delegated operational and record keeping duties including but not limited to maintenance of financial reports, assistance with award and scholarship distribution, attendance at meetings and recordation and maintenance of minutes, to outside management company with board of directors oversight.

Form 990, Page 6, Part VI, Line 6

The sole member of aaap foundation, inc. Shall be the american association of avian pathologists, inc., a delaware nonprofit corporation.

Form 990, Page 6, Part VI, Line 7A

The initial board of directors of the organization were named in an attachment to the corporate by-laws of the organization, exhibit a. The term of office of each initial director ends(ed) upon appointment of his successor, upon his death, or upon resignation or removal. Successor directors shall be appointed by the member of the corporation at a regular or special meeting.

Form 990, Page 6, Part VI, Line 7B

The organization's corporate by-laws may not be altered, modified, amended, supplemented or repealed at any time by the board of directors. Only the member may take the aforementioned actions.

Form 990, Page 6, Part VI, Line 11B

Each board member will receive a complete copy of the tax returns for their review and comment prior to filing the returns.

Form 990, Page 6, Part VI, Line 12C

The organization's conflict of interest policy is enforced by requiring full disclose of all actual or potential conflicts and a determination by the disinterested board (or aaap committee) members - with the interested board member(s) recused from participating in debtates and voting on the matter. An annual disclosure form is maintained and completed at the time of conflict and/or on an annual basis. On an annual basis, all board members shall be provided with a copy of the conflict of interest policy and required to complete and sign the acknowledgement and disclosure form. All completed forms are provided to and reviewed by the aaap executive committee, as well as all other conflict information provided by board members.

Form 990, Page 6, Part VI, Line 19

Governing documents are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Aaap Foundationinc
EIN
23-2542890
Phone
9044255735
Address
12627 SAN JOSE BOULEVARD 202, JACKSONVILLE, FL 32223-8638

Signing Officer

Name
Bob Bevans-kerr
Title
Executive Director
Phone
9044255735
Signed
2016-07-11

Organization Details

Principal Officer
Robert Owen
Formed
1988
Legal Domicile
Fl
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Kws CPA Pa
Address
10175 FORTUNE PKWY STE 804, JACKSONVILLE, FL 32256-6754
Preparer
Loris Walker
Phone
9049979878
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 4, Part XIII

The permanently restricted endowment funds are intended to be maintained in investment accounts in order to produce income. The temporarily restricted endowment funds are limited to a particular award, research, or scholarship fund, per donor specifications.

Raw XML Appendix385 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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IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.15000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PERMANENTLY RESTRICTED ENDOWMENT FUNDS ARE INTENDED TO BE MAINTAINED IN INVESTMENT ACCOUNTS IN ORDER TO PRODUCE INCOME. THE TEMPORARILY RESTRICTED ENDOWMENT FUNDS ARE LIMITED TO A PARTICULAR AWARD, RESEARCH, OR SCHOLARSHIP FUND, PER DONOR SPECIFICATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XIII
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS PREVIOUSLY IMPLEMENTED A WRITTEN CONFLICT OF INTEREST POLICY. THE POLICY WAS MAINTAINED AND ENFORCED FOR THE YEAR ENDING 4/30/2016.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DELEGATED OPERATIONAL AND RECORD KEEPING DUTIES INCLUDING BUT NOT LIMITED TO MAINTENANCE OF FINANCIAL REPORTS, ASSISTANCE WITH AWARD AND SCHOLARSHIP DISTRIBUTION, ATTENDANCE AT MEETINGS AND RECORDATION AND MAINTENANCE OF MINUTES, TO OUTSIDE MANAGEMENT COMPANY WITH BOARD OF DIRECTORS OVERSIGHT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SOLE MEMBER OF AAAP FOUNDATION, INC. SHALL BE THE AMERICAN ASSOCIATION OF AVIAN PATHOLOGISTS, INC., A DELAWARE NONPROFIT CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE INITIAL BOARD OF DIRECTORS OF THE ORGANIZATION WERE NAMED IN AN ATTACHMENT TO THE CORPORATE BY-LAWS OF THE ORGANIZATION, EXHIBIT A. THE TERM OF OFFICE OF EACH INITIAL DIRECTOR ENDS(ED) UPON APPOINTMENT OF HIS SUCCESSOR, UPON HIS DEATH, OR UPON RESIGNATION OR REMOVAL. SUCCESSOR DIRECTORS SHALL BE APPOINTED BY THE MEMBER OF THE CORPORATION AT A REGULAR OR SPECIAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S CORPORATE BY-LAWS MAY NOT BE ALTERED, MODIFIED, AMENDED, SUPPLEMENTED OR REPEALED AT ANY TIME BY THE BOARD OF DIRECTORS. ONLY THE MEMBER MAY TAKE THE AFOREMENTIONED ACTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EACH BOARD MEMBER WILL RECEIVE A COMPLETE COPY OF THE TAX RETURNS FOR THEIR REVIEW AND COMMENT PRIOR TO FILING THE RETURNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS ENFORCED BY REQUIRING FULL DISCLOSE OF ALL ACTUAL OR POTENTIAL CONFLICTS AND A DETERMINATION BY THE DISINTERESTED BOARD (OR AAAP COMMITTEE) MEMBERS - WITH THE INTERESTED BOARD MEMBER(S) RECUSED FROM PARTICIPATING IN DEBTATES AND VOTING ON THE MATTER. AN ANNUAL DISCLOSURE FORM IS MAINTAINED AND COMPLETED AT THE TIME OF CONFLICT AND/OR ON AN ANNUAL BASIS. ON AN ANNUAL BASIS, ALL BOARD MEMBERS SHALL BE PROVIDED WITH A COPY OF THE CONFLICT OF INTEREST POLICY AND REQUIRED TO COMPLETE AND SIGN THE ACKNOWLEDGEMENT AND DISCLOSURE FORM. ALL COMPLETED FORMS ARE PROVIDED TO AND REVIEWED BY THE AAAP EXECUTIVE COMMITTEE, AS WELL AS ALL OTHER CONFLICT INFORMATION PROVIDED BY BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BOB BEVANS-KERR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09044255735
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AAAP FOUNDATIONINC
ReturnHeader/Filer/BusinessNameControlTxt0AAAP
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSONVILLE
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0322566754
ReturnHeader/PreparerPersonGrp/PhoneNum09049979878
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORIS WALKER
ReturnHeader/ReturnTs02016-09-12T09:59:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-05-01
ReturnHeader/TaxPeriodEndDt02016-04-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.00$0.00$2.00$0.28$0.14$0.14
2024Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.16$0.13$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.37$0.12$0.25
2022Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.20$0.12$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.17$0.10$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.33$0.12$0.21
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.20$0.11$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.16$0.11$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.13$0.08$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.09$0.07$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.10$0.03$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.28$0.03$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.00$0.52$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.00$0.49$0.04