Civic Intelligence

Akm Foundation

990 • Fiscal year 2016 • EIN 23-2621025

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 01, 2017

Organization ProfileWWW.PHILADELPHIAHISTORY.ORG
15 South 7th StreetPhiladelphia, PA 19106

(215) 685-4835

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

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

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

Top Officer Pay

59th percentile

$37,268

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 118.6% of source-year revenue.

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

Asset Growth

48th percentile

1.2%

Faster asset growth than 48% of similar nonprofits.

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

Revenue Growth

2nd percentile

-78%

Faster revenue growth than 2% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$989,308

Up $12,046 (+1.2%) from 2015

Net Assets

Up

$989,308

Up $12,046 (+1.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin98th percentile

Revenue

Down

$31,425

Down $108,984 (-78%) from 2015

Expenses

Down

$2,601

Down $250,598 (-99%) from 2015

Net Income

Up

$28,824

Up $141,614 (+126%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,080,574Liabilities 2011: $0Net Assets 2011: $1,080,5742011Assets 2012: $1,081,814Liabilities 2012: $0Net Assets 2012: $1,081,8142012Assets 2013: $1,100,968Liabilities 2013: $0Net Assets 2013: $1,100,9682013Assets 2014: $1,157,907Liabilities 2014: $0Net Assets 2014: $1,157,9072014Assets 2015: $977,262Liabilities 2015: $0Net Assets 2015: $977,2622015Assets 2016: $989,308Liabilities 2016: $0Net Assets 2016: $989,3082016Assets 2017: $1,054,654Liabilities 2017: $0Net Assets 2017: $1,054,6542017

Highlighted filing

2016

Assets$989,308
Liabilities$0
Net Assets$989,308
Open 2016 Filing

Operations Trend

Revenue Growth2nd percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $80,452Expenses 2011: $75,393Net Income 2011: $5,0592011Revenue 2012: $49,463Expenses 2012: $43,132Net Income 2012: $6,3312012Expenses 2013: $53,2772013Revenue 2014: $97,428Expenses 2014: $83,453Net Income 2014: $13,9752014Revenue 2015: $140,409Expenses 2015: $253,199Net Income 2015: -$112,7902015Revenue 2016: $31,425Expenses 2016: $2,601Net Income 2016: $28,8242016Revenue 2017: $26,160Expenses 2017: $2,964Net Income 2017: $23,1962017

Highlighted filing

2016

Revenue$31,425
Expenses$2,601
Net Income$28,824
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 1, 2017
Return Version
2015v3.0
Gross Receipts
$223,671
Mission and Program Overview

Mission

The atwater kent museum foundation was established to hold and distribute invested endowment funds for the benefit of the atwater kent museum associates. These funds provide support for the activities of the atwater kent museum associates, which brings philadelphia's rich history and the diversity of its people and their neighborhoods to philadelphians and regional visitors through exhibitions, educational programs and technology.

To support the activities of the atwater kent museum which educates about the history of the city of philadelphia.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$896,035$956,642▲ $60,607
Cash and Non-Interest-Bearing Accounts$81,227$32,666▼ $48,561
Total Assets$977,262$989,308▲ $12,046
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$977,262$989,308▲ $12,046
Total Liabilities and Net Assets / Fund Balance$977,262$989,308▲ $12,046

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$677,262-▲ $12,046-$689,308
2014$857,907-▲ $69,356$250,000$677,263
2013$800,968-▲ $136,939$80,000$857,907
2012$781,814-▲ $69,154$50,000$800,968
2011$780,574-▲ $41,240$40,000$781,814
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleOtherTotal
Charles CroceExec. Director, Ex-officio$37,268$37,268

Board Members and Trustees

NameTitle
David S Rasner EsqPresident, Ex-officio
James J Mazzarelli JrVice President
E Hewlett KentTrustee
Eugene B LefevreTrustee
Howard H LewisTrustee
Lisa YangTrustee
Robert R Baron JrTrustee
Stephen P MullinTrustee
Steven B WittenbergTrustee
Susan SlawsonTrustee, Ex-officio
A Atwater Kent IiiAtwater Kent Foundation Ap
William K GreenleeCity Council Appointee
D Jeffry BenolielSecretary
F Douglas Raymond IiiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$31,425
Other Revenue
$0
Change in Net Assets
$28,824
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,601
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 Service Investment Mgmnt Fees-$2,601-$2,601
Total Functional Expenses$0$2,601$0$2,601
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
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Once the 990 is prepared by the independent accountant, it is reviewed first by the organization's accountant, followed by the executive director, followed finally by the finance committee.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest policy is monitored through the personnel department”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Akm Foundation
EIN
23-2621025
Phone
2156854835
Address
15 SOUTH 7TH STREET, PHILADELPHIA, PA 19106

Signing Officer

Name
Charles Croce
Title
Executive Director
Phone
2156854835
Signed
2017-03-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles Croce
Formed
1990
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Isdaner & Company LLC
Address
THREE BALA PLAZA SUITE 501 WEST, BALA CYNWYD, PA 19004-3484
Preparer
Edward W Doran CPA
Phone
6106684200
Supplemental Narrative

Additional Explanations

FORM 990, PAGE 12, LINE 2C`

“Process has not changed since prior year”

Raw XML AppendixShowing 400 of 420 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT, EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
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IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0689308
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0677263
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0250000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0800968
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0857907
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0136939
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt080000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0781814
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0800968
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt069154
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt050000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0780574
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0781814
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt041240
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt040000
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ONCE THE 990 IS PREPARED BY THE INDEPENDENT ACCOUNTANT, IT IS REVIEWED FIRST BY THE ORGANIZATION'S ACCOUNTANT, FOLLOWED BY THE EXECUTIVE DIRECTOR, FOLLOWED FINALLY BY THE FINANCE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST POLICY IS MONITORED THROUGH THE PERSONNEL DEPARTMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROCESS HAS NOT CHANGED SINCE PRIOR YEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 12, LINE 2C`
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PHILADELPHIA HISTORY MUSEUM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0236413814
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0AKM FOUNDATION ACTS AS FISCAL AGENT FOR PRIVATE ENDOWMENT ASSETS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 5
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt031425
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0989308
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IRS990/USAddress/CityNm0PHILADELPHIA
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IRS990/VotingMembersGoverningBodyCnt012
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IRS990/WebsiteAddressTxt0WWW.PHILADELPHIAHISTORY.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES CROCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02156854835
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AKM FOUNDATION

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$989,308
Liabilities
$0
Net assets
$989,308
Revenue
$31,425
Expenses
$2,601
Net income
$28,824
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.03$0.00$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.03$0.00$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.14$0.25$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.10$0.08$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.00$1.10$0.05
2012Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$0.05$0.04$0.01
2011Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$0.08$0.08$0.01