Civic Intelligence

The Auldridge Fund

990PF • Fiscal year 2016 • EIN 23-2900851

Jan 01, 2016 to Dec 31, 2016 • Filed on May 02, 2017

Organization Profile
1225 Farview RoadVillanova, PA 19085-2037

(520) 577-3000

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

1st percentile

-1547%

Higher net margin than 1% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

7th percentile

-16%

Faster asset growth than 7% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,890,198

Down $359,739 (-16%) from 2015

Net Assets

Down

$1,890,198

Down $359,739 (-16%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin1st percentile

Revenue

Up

$23,435

Up $59,047 (+166%) from 2015

Expenses

Up

$386,071

Up $253,579 (+191%) from 2015

Net Income

Down

-$362,636

Down $194,532 (-116%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

2016

Assets$1,890,198
Liabilities$0
Net Assets$1,890,198
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2016

Revenue$23,435
Expenses$386,071
Net Income-$362,636
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 2, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROY S NEFFPres, Director-$0--
ROSALIND S NEFFSecy, Director-$0--
Filing and Contact Details

Filer

Filer Name
The Auldridge Fund
EIN
23-2900851
In Care Of
% ROY S NEFF
Address
1225 FARVIEW ROAD, VILLANOVA, PA 19085-2037

Signing Officer

Name
Roy S Neff
Title
Director
Phone
6109951400
Signed
2017-05-02

Preparer

Firm
Bove Associates
Address
6301 N Placita Arista, Tucson, AZ 85718
Preparer
Richard J Bove
Phone
5205773000
Raw XML Appendix287 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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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt099343
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt099343
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt048777
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0136675
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0400637
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0123045
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0123045
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0774246
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0188157
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt048777
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0136675
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0400637
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0287500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0188157
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0897291
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0709134
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CONTRIBUTION CONSULTANT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SCHWAB ACCOUNT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt096000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt12897
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET OF CHECKS NOT CLEARED &
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1RETURN OF CAPITAL PLAINS GP
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE B&E
TaxesSchedule/TaxesDetail/Amt01806
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROY S NEFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum06109951400
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE AULDRIDGE FUND
ReturnHeader/Filer/BusinessNameControlTxt0AULD
ReturnHeader/Filer/EIN0232900851
ReturnHeader/Filer/InCareOfNm0% ROY S NEFF
ReturnHeader/Filer/USAddress/AddressLine1Txt01225 FARVIEW ROAD
ReturnHeader/Filer/USAddress/CityNm0VILLANOVA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0190852037
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03956763716F6A811D7D5243A38759C84E51F77B8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03956763716F6A811D7D5243A38759C84E51F77B8
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId023437620171255000008
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-05
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.95.162.205
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bove Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06301 N Placita Arista
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tucson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085718
ReturnHeader/PreparerPersonGrp/PhoneNum05205773000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard J Bove
ReturnHeader/ReturnTs02017-05-05T18:03:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,890,198
Liabilities
$0
Net assets
$1,890,198
Revenue
$23,435
Expenses
$386,071
Net income
-$362,636
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
2016Detailed filing. Detailed filing data is available for this year.$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