Civic Intelligence

David and Emily Adler Foundation Co David Adler

990PF • Fiscal year 2022 • EIN 23-6682643

Dec 01, 2021 to Nov 30, 2022 • Filed on Oct 12, 2023

Organization Profile
First And Miles StreetsOld Forge, PA 18518

(570) 457-0933

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

97th percentile

96%

Higher net margin than 97% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

63rd percentile

6.8%

Faster asset growth than 63% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

99th percentile

2984%

Faster revenue growth than 99% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$361,593

Up $23,086 (+6.8%) from 2021

Net Assets

Up

$361,593

Up $223,086 (+161%) from 2021

Liabilities

Down

$0

Down $200,000 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin97th percentile

Revenue

Up

$237,715

Up $230,006 (+2984%) from 2021

Expenses

Up

$10,500

Up $1,800 (+21%) from 2021

Net Income

Up

$227,215

Up $228,206 (+23028%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$400K$300K$200K$100K$0Assets 2010: $237,102Liabilities 2010: $0Net Assets 2010: $237,1022010Assets 2011: $228,644Liabilities 2011: $0Net Assets 2011: $228,6442011Assets 2012: $224,451Liabilities 2012: $0Net Assets 2012: $224,4512012Assets 2013: $218,527Liabilities 2013: $0Net Assets 2013: $218,5272013Assets 2014: $199,924Liabilities 2014: $0Net Assets 2014: $199,9242014Assets 2015: $182,663Liabilities 2015: $0Net Assets 2015: $182,6632015Assets 2016: $171,739Liabilities 2016: $0Net Assets 2016: $171,7392016Assets 2017: $167,821Liabilities 2017: $0Net Assets 2017: $167,8212017Assets 2018: $160,178Liabilities 2018: $0Net Assets 2018: $160,1782018Assets 2019: $170,794Liabilities 2019: $0Net Assets 2019: $170,7942019Assets 2020: $161,162Liabilities 2020: $0Net Assets 2020: $161,1622020Assets 2021: $338,507Liabilities 2021: $200,000Net Assets 2021: $138,5072021Assets 2022: $361,593Liabilities 2022: $0Net Assets 2022: $361,5932022Assets 2023: $325,747Liabilities 2023: $0Net Assets 2023: $325,7472023Assets 2024: $326,260Liabilities 2024: $0Net Assets 2024: $326,2602024

Highlighted filing

2022

Assets$361,593
Liabilities$0
Net Assets$361,593
Open 2022 Filing

Operations Trend

Revenue Growth99th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $13,7502010Expenses 2011: $16,2502011Expenses 2012: $12,0002012Expenses 2013: $13,7502013Revenue 2014: $8,281Expenses 2014: $14,150Net Income 2014: -$5,8692014Revenue 2015: -$10,428Expenses 2015: $6,800Net Income 2015: -$17,2282015Revenue 2016: $8,826Expenses 2016: $19,750Net Income 2016: -$10,9242016Revenue 2017: $8,432Expenses 2017: $12,350Net Income 2017: -$3,9182017Revenue 2018: $6,201Expenses 2018: $12,668Net Income 2018: -$6,4672018Revenue 2019: $4,496Expenses 2019: $1,808Net Income 2019: $2,6882019Revenue 2020: $3,647Expenses 2020: $13,279Net Income 2020: -$9,6322020Revenue 2021: $7,709Expenses 2021: $8,700Net Income 2021: -$9912021Revenue 2022: $237,715Expenses 2022: $10,500Net Income 2022: $227,2152022Revenue 2023: -$16,635Expenses 2023: $11,786Net Income 2023: -$28,4212023Revenue 2024: $37,461Expenses 2024: $31,701Net Income 2024: $5,7602024

Highlighted filing

2022

Revenue$237,715
Expenses$10,500
Net Income$227,215
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Oct 12, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID H ADLERTrustee-$0--
EMILY ADLERTrustee-$0--
JONATHAN ADLERTrustee-$0--
CANDANCE ADLERTrustee-$0--
ROBERT ADLERTrustee-$0--
ANDREW LOYACKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
David and Emily Adler Foundation
EIN
23-6682643
Phone
5704570933
Address
FIRST AND MILES STREETS, OLD FORGE, PA 18518

Signing Officer

Name
Andrew Loyack
Title
Trustee
Phone
5704570933
Signed
2023-10-12
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US Llp
Address
46 PUBLIC SQUARE, WILKESBARRE, PA 18701-2681
Preparer
Edward a Kollar CPA Ea
Phone
5708200100
Raw XML Appendix349 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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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1MUTUAL FUNDS
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW LOYACK
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD A KOLLAR CPA EA
ReturnHeader/ReturnTs02023-10-13T12:51:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANDREW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LOYACK
ReturnHeader/TaxPeriodBeginDt02021-12-01
ReturnHeader/TaxPeriodEndDt02022-11-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$361,593
Liabilities
$0
Net assets
$361,593
Revenue
$237,715
Expenses
$10,500
Net income
$227,215
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.37$0.32$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.17$0.12$0.28
2022Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$2.38$0.11$2.27
2021Detailed filing. Detailed filing data is available for this year.$3.39$2.00$1.39$0.08$0.09$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.04$0.13$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.04$0.02$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.06$0.13$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.08$0.12$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.09$0.20$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.10$0.07$0.17
2014Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.08$0.14$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.14
2012Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.12
2011Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.16
2010Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.14