Civic Intelligence

The Auldridge Fund

990PF • Fiscal year 2017 • EIN 23-2900851

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 30, 2018

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

94th percentile

69%

Higher net margin than 94% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

72nd percentile

$96,000

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

94th percentile

63%

Faster asset growth than 94% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

100th percentile

7343%

Faster revenue growth than 100% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$3,084,835

Up $1,194,637 (+63%) from 2016

Net Assets

Up

$3,084,835

Up $1,194,637 (+63%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin94th percentile

Revenue

Up

$1,744,301

Up $1,720,866 (+7343%) from 2016

Expenses

Up

$549,164

Up $163,093 (+42%) from 2016

Net Income

Up

$1,195,137

Up $1,557,773 (+430%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth94th 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

2017

Assets$3,084,835
Liabilities$0
Net Assets$3,084,835
Open 2017 Filing

Operations Trend

Revenue Growth100th percentile

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

2017

Revenue$1,744,301
Expenses$549,164
Net Income$1,195,137
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 30, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROSALIND S NEFFSecy, Director-$96,000-$96,000
ROY S NEFFPres, 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
2018-04-30

Preparer

Firm
Bove Associates
Address
99 Annandale Road, Pasadena, CA 91105
Preparer
Richard J Bove
Phone
5205773000
Raw XML Appendix298 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019103
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0451000
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/AppliedToCurrentYearAmt0116588
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0116588
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0188157
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt048777
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0136675
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0400637
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0400637
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0708021
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0334412
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0188157
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt048777
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0136675
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0451000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0334412
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01108658
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0774246
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MRMRS ROY NEFF
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01225 FARVIEW ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0VILLANOVA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd019085
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01240939
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0500
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0OTHER ADJUSTMENTS RE: BASIS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SCHWAB ACCOUNT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE B&E
TaxesSchedule/TaxesDetail/Amt01369
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROY S NEFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum06109951400
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-30
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/FederalOriginalSubmissionId023437620181275000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.95.162.205
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bove Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt099 Annandale Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pasadena
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091105
ReturnHeader/PreparerPersonGrp/PhoneNum05205773000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard J Bove
ReturnHeader/ReturnTs02018-05-07T10:24:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,084,835
Liabilities
$0
Net assets
$3,084,835
Revenue
$1,744,301
Expenses
$549,164
Net income
$1,195,137
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
Peer Organizations

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