Civic Intelligence

Ao North America Charitable Foundation

990PF • Fiscal year 2013 • EIN 23-2701788

Jul 01, 2013 to Dec 31, 2013 • Filed on Nov 14, 2014

1700 Russell Road19301

(610) 695-2459

Siviq Scores

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

Liabilities / Assets

35th percentile

0.04x

Higher debt load relative to assets than 35% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

40th percentile

0.09x

Higher debt load relative to revenue than 40% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Net Margin

58th percentile

7.5%

Higher net margin than 58% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

26th percentile

$15,130

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2013 filings • $10M-$25M nonprofits • Source year 2013

Asset Growth

60th percentile

5.8%

Faster asset growth than 60% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$17,800,902

Up $969,457 (+5.8%) from 2012

Net Assets

Up

$17,121,679

Up $5,483,768 (+47%) from 2012

Liabilities

Down

$679,223

Down $4,514,311 (-87%) from 2012

Revenue

$7,295,155

No earlier filing loaded for comparison.

Expenses

Down

$6,750,392

Down $5,320,939 (-44%) from 2012

Net Income

$544,763

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $10,072,122Liabilities 2010: $2,558,021Net Assets 2010: $7,514,1012010Assets 2011: $8,479,953Liabilities 2011: $1,249,088Net Assets 2011: $7,230,8652011Assets 2012: $16,831,445Liabilities 2012: $5,193,534Net Assets 2012: $11,637,9112012Assets 2013: $17,800,902Liabilities 2013: $679,223Net Assets 2013: $17,121,6792013Assets 2014: $20,411,507Liabilities 2014: $474,593Net Assets 2014: $19,936,9142014Assets 2015: $22,012,818Liabilities 2015: $2,493,014Net Assets 2015: $19,519,8042015Assets 2016: $21,112,611Liabilities 2016: $2,997,531Net Assets 2016: $18,115,0802016Assets 2017: $19,400,334Liabilities 2017: $3,082,604Net Assets 2017: $16,317,7302017Assets 2018: $18,696,182Liabilities 2018: $2,477,714Net Assets 2018: $16,218,4682018Assets 2019: $18,572,477Liabilities 2019: $2,179,028Net Assets 2019: $16,393,4492019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2013

Assets$17,800,902
Liabilities$679,223
Net Assets$17,121,679

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $10,597,7652010Expenses 2011: $11,093,3882011Expenses 2012: $12,071,3312012Revenue 2013: $7,295,155Expenses 2013: $6,750,392Net Income 2013: $544,7632013Revenue 2014: $9,210,819Expenses 2014: $6,395,584Net Income 2014: $2,815,2352014Revenue 2015: $7,051,179Expenses 2015: $6,904,753Net Income 2015: $146,4262015Revenue 2016: $6,260,595Expenses 2016: $7,665,319Net Income 2016: -$1,404,7242016Revenue 2017: $5,564,104Expenses 2017: $7,361,454Net Income 2017: -$1,797,3502017Revenue 2018: $5,950,294Expenses 2018: $6,049,556Net Income 2018: -$99,2622018Revenue 2019: $5,981,665Expenses 2019: $5,806,684Net Income 2019: $174,9812019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020

Highlighted filing

2013

Revenue$7,295,155
Expenses$6,750,392
Net Income$544,763
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Dec 31, 2013
Signed
Nov 14, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL BAUMGAERTNERPresident-$13,300$1,830$15,130
NANCY HOLMESExecutive DirectorFT$0$14,863$14,863
JOHN WILBERChairman-$5,400$28$5,428
ZIYA GOKASLANMember-$2,500$1,970$4,470
JAMES GERRYMember-$2,500$417$2,917
DEAN RICHARDSONMember-$2,900-$2,900
JOHN FRODELSecretary-$2,500$161$2,661
PETER TRAFTONMember-$2,500$39$2,539
MICHAEL J LEWISTreasurerFT$0$825$825
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantRefer to attachedAttachedAttachedfor Detail, PA, US$880,826
Filing and Contact Details

Filer

EIN
23-2701788
Phone
6106952459

Signing Officer

Name
Nancy Holmes
Title
Executive Director
Phone
6106952459
Signed
2014-11-14

Preparer

Preparer
Cherie L Degon CPA Mba
Phone
2152375115
Raw XML AppendixShowing 400 of 540 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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