Civic Intelligence

The Auldridge Fund

990PF • Fiscal year 2010 • EIN 23-2900851

Jan 01, 2010 to Dec 31, 2010 • Filed on May 12, 2011

1225 Farview Road19085-2037
Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2010 filings • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

2010 filings • $1M-$5M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

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

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$2,913,654

No earlier filing loaded for comparison.

Net Assets

$2,913,654

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$258,567

No earlier filing loaded for comparison.

Net Income

-

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.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,913,654Liabilities 2010: $0Net Assets 2010: $2,913,6542010Assets 2011: $2,899,468Liabilities 2011: $0Net Assets 2011: $2,899,4682011Assets 2012: $2,415,900Liabilities 2012: $0Net Assets 2012: $2,415,9002012Assets 2013: $2,152,076Liabilities 2013: $0Net Assets 2013: $2,152,0762013Assets 2014: $2,418,041Liabilities 2014: $0Net Assets 2014: $2,418,0412014Assets 2015: $2,249,937Liabilities 2015: $0Net Assets 2015: $2,249,9372015Assets 2016: $1,890,198Liabilities 2016: $0Net Assets 2016: $1,890,1982016Assets 2017: $3,084,835Liabilities 2017: $0Net Assets 2017: $3,084,8352017Assets 2018: $2,738,100Liabilities 2018: $0Net Assets 2018: $2,738,1002018Assets 2019: $2,195,717Liabilities 2019: $0Net Assets 2019: $2,195,7172019Assets 2020: $1,984,905Liabilities 2020: $0Net Assets 2020: $1,984,9052020Assets 2021: $1,906,543Liabilities 2021: $0Net Assets 2021: $1,906,5432021Assets 2022: $2,174,161Liabilities 2022: $0Net Assets 2022: $2,174,1612022Assets 2023: $2,370,941Liabilities 2023: $0Net Assets 2023: $2,370,9412023Assets 2024: $2,141,801Liabilities 2024: $0Net Assets 2024: $2,141,8012024

Highlighted filing

2010

Assets$2,913,654
Liabilities$0
Net Assets$2,913,654

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $258,5672010Expenses 2011: $279,7712011Expenses 2012: $544,7302012Revenue 2013: -$9,912Expenses 2013: $253,912Net Income 2013: -$263,8242013Revenue 2014: $707,712Expenses 2014: $218,111Net Income 2014: $489,6012014Revenue 2015: -$35,612Expenses 2015: $132,492Net Income 2015: -$168,1042015Revenue 2016: $23,435Expenses 2016: $386,071Net Income 2016: -$362,6362016Revenue 2017: $1,744,301Expenses 2017: $549,164Net Income 2017: $1,195,1372017Revenue 2018: $48,039Expenses 2018: $402,274Net Income 2018: -$354,2352018Revenue 2019: $77,722Expenses 2019: $620,105Net Income 2019: -$542,3832019Revenue 2020: $138,041Expenses 2020: $348,853Net Income 2020: -$210,8122020Revenue 2021: $351,970Expenses 2021: $552,580Net Income 2021: -$200,6102021Revenue 2022: $473,771Expenses 2022: $206,138Net Income 2022: $267,6332022Revenue 2023: $214,081Expenses 2023: $17,301Net Income 2023: $196,7802023Revenue 2024: -$212,763Expenses 2024: $16,377Net Income 2024: -$229,1402024

Highlighted filing

2010

Revenue-
Expenses$258,567
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
May 12, 2011
Return Version
2010v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROY S NEFFPres, Director-$0--
ROSALIND S NEFFSecy, Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantVarious 501 c 3 organizations MIT Amer J Worldunrestricted general grant501 C 3Phila, PA, US$170,500
Paid Grant2009 contribution cleared 2010unrestricted gift-Phila, PA, US$74,840
Filing and Contact Details

Filer

EIN
23-2900851
Raw XML Appendix348 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue3118911
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue4420192
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue587531
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue663543
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02010-09-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12008-09-29
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IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable045176
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ROY S NEFF
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ROSALIND S NEFF
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1SECY, DIR
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine111225 FARVIEW ROAD
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0PA
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0unrestricted general grant
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1unrestricted gift
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10Various 501 c 3 organizations MIT Amer J World
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine112009 contribution cleared 2010
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501 C 3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10JFGP AJWS Met Opera Johns Hopkins K
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11Philadelphia Area
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine20various communities
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Phila
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode019103
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IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0142795
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0142795
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10148257
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear207101
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40166574
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0424477
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0102545
IRS990PF/UndistributedIncome/ExcessFromYear10148257
IRS990PF/UndistributedIncome/ExcessFromYear207101
IRS990PF/UndistributedIncome/ExcessFromYear40166574
IRS990PF/UndistributedIncome/PriorYear102008
IRS990PF/UndistributedIncome/PriorYear202007
IRS990PF/UndistributedIncome/PriorYear302006
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0245340
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0102545
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0424477
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0321932
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions0552174
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine101225 FARVIEW ROAD
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0VILLANOVA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0PA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode019085
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0MRMRS ROY NEFF
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/NoncashContributionType0X
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI01
IRS990ScheduleB/NoncashProperty/DateReceived02010-04-09
IRS990ScheduleB/NoncashProperty/FairMarketValue0552174
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription0Securities RBSpR
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherDecreasesSchedule/OtherDecreases/Amount00
OtherDecreasesSchedule/OtherDecreases/Amount1240322
OtherDecreasesSchedule/OtherDecreases/Description0APPRECIATED PROPERTY CONTRIBUTED & SOLD
OtherDecreasesSchedule/OtherDecreases/Description1INCLUDED IN CAPITAL GAIN
OtherExpensesSchedule/OtherExpenses/Description0ADR FEES
OtherExpensesSchedule/OtherExpenses/Description1ALLIANCE BERNSTEIN
OtherExpensesSchedule/OtherExpenses/Description2FEES & ROUNDING
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome085
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome123
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks019
OtherIncomeSchedule2/OtherIncome/Description0Tax refund
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks06999
OtherLiabilitiesSchedule/OtherLiabilities/Description0DUE B&E
TaxesSchedule/Taxes/Amount012458
TaxesSchedule/Taxes/Category0US TREAS
TaxesSchedule/Taxes/Category1US TREAS
TaxesSchedule/Taxes/Category2FOREIGN TAXES
TaxesSchedule/Taxes/NetInvestmentIncome012458
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0232900851
ReturnHeader/Filer/Name/BusinessNameLine10THE AULDRIDGE FUND
ReturnHeader/Filer/NameControl0AULD
ReturnHeader/Filer/Phone06102658116
ReturnHeader/Filer/USAddress/AddressLine101225 FARVIEW ROAD
ReturnHeader/Filer/USAddress/City0VILLANOVA
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0190852037
ReturnHeader/Officer/DateSigned02011-05-12
ReturnHeader/Officer/Name0Roy S Neff
ReturnHeader/Officer/Title0Director
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Bove & Associates
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine106301 N Placita Arista
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Tucson
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0AZ
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode085718
ReturnHeader/Preparer/Phone05205773000
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-05-10T18:08:40-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.00$2.14$0.21$0.02$0.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.00$2.37$0.21$0.02$0.20
2022Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.47$0.21$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$0.35$0.55$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.00$1.98$0.14$0.35$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$0.00$2.20$0.08$0.62$0.54
2018Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.05$0.40$0.35
2017Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$1.74$0.55$1.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.00$1.89$0.02$0.39$0.36
2015Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.04$0.13$0.17
2014Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.71$0.22$0.49
2013Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.01$0.25$0.26
2012Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.54
2011Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.28
2010Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.26