Civic Intelligence

Robert J Ashley IV Memorial Foundation

990 • Fiscal year 2013 • EIN 27-1207966

Jan 01, 2013 to Dec 31, 2013 • Filed on May 09, 2014

Organization ProfileN/A
205 Valley Forge Rd08077

(856) 303-9593

Siviq Scores

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

Liabilities / Assets

80th percentile

0.00x

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

2013 filings • NTEE B82 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

80th percentile

0.00x

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

2013 filings • NTEE B82 • <$500k nonprofits • Source year 2013

Net Margin

70th percentile

30%

Higher net margin than 70% of similar nonprofits.

2013 filings • NTEE B82 • <$500k nonprofits • Source year 2013

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2013 filings • NTEE B82 • <$500k nonprofits • Source year 2013

Asset Growth

64th percentile

9.6%

Faster asset growth than 64% of similar nonprofits.

2013 filings • NTEE B82 • <$500k 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

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$37,348

Up $3,285 (+9.6%) from 2012

Net Assets

Up

$37,348

Up $3,285 (+9.6%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin70th percentile

Revenue

$8,014

No earlier filing loaded for comparison.

Expenses

Up

$5,642

Up $3,275 (+138%) from 2012

Net Income

$2,372

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$60K$40K$20K$0Assets 2012: $34,063Liabilities 2012: $0Net Assets 2012: $34,0632012Assets 2013: $37,348Liabilities 2013: $0Net Assets 2013: $37,3482013Assets 2016: $43,835Liabilities 2016: $0Net Assets 2016: $43,8352016

Highlighted filing

2013

Assets$37,348
Liabilities$0
Net Assets$37,348
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10K$5.0K$0-$5.0KExpenses 2012: $2,3672012Revenue 2013: $8,014Expenses 2013: $5,642Net Income 2013: $2,3722013Revenue 2016: $7,202Expenses 2016: $7,405Net Income 2016: -$2032016

Highlighted filing

2013

Revenue$8,014
Expenses$5,642
Net Income$2,372
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 9, 2014
Return Version
2013v3.1
Gross Receipts
$15,913
Mission and Program Overview

Mission

To benefit the citizens of the community,

To benefit the citizens of the community, promote goodwill within the community, and promote social welfare and community spirit within the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$34,063$37,348▲ $3,285
Investments in Publicly Traded Securities-$25,913-
Savings and Temporary Cash Investments$32,327$11,435▼ $20,892
Cash and Non-Interest-Bearing Accounts$1,736--
Total Assets$34,063$37,348▲ $3,285
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$34,063$37,348▲ $3,285
Total Liabilities and Net Assets / Fund Balance$34,063$37,348▲ $3,285
Compensation and Service Providers
Top Officer Pay92nd percentile

Board Members and Trustees

NameTitle
Robert J Ashley IiiPresident
Charles Ian MassaroVice President
Karen ShearerTrustee
Lauren AshleySecretary
Melissa a AshleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,169
Program Service Revenue
$0
Investment Income
$40
Other Revenue
$5,805
All Other Contributions
$2,169
Change in Net Assets
$2,372
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,500
Other Expenses$142
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$3,000--$3,000
Grants to Domestic Orgs$2,500--$2,500
Other Expenses$0$85$0$85
Office Expenses$0$57$0$57
Total Functional Expenses$5,500$142$0$5,642
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$13,704
Fundraising Direct Expenses$7,899
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

EIN
27-1207966
Phone
8563039593

Signing Officer

Name
Robert J Ashley Iii
Title
President
Phone
8563039593
Signed
2014-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert J Ashley Iii
Formed
2009
Legal Domicile
Nj
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Preparer
Susan M Schlindwein CPA
Phone
8564396910
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

“Three trustees are related.”

Pt VI, Line 2

“Robert and lauren ashley are husband and wife.”

Pt VI, Line 2

“Robert ashley is the father of melissa bowen.”

Pt VI, Line 7A

“The trustees may elect the officers.”

Pt VI, Line 7B

“All decisions are discussed and voted upon by the trustees.”

Pt VI, Line 11B

“Copies of form 990 are distributed to all trustees”

Pt VI, Line 11B

“For their review before the filing the form with the irs.”

Pt VI, Line 19

“The governing documents, conflict of interest policy”

Pt VI, Line 19

“And financial statements are available to the public upon request.”

Raw XML Appendix304 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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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
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IRS990/GamingActivitiesInd0false
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IRS990/LoanOutstandingInd0false
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetAssetsOrFundBalancesBOYAmt034063
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THREE TRUSTEES ARE RELATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROBERT AND LAUREN ASHLEY ARE HUSBAND AND WIFE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROBERT ASHLEY IS THE FATHER OF MELISSA BOWEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEES MAY ELECT THE OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL DECISIONS ARE DISCUSSED AND VOTED UPON BY THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COPIES OF FORM 990 ARE DISTRIBUTED TO ALL TRUSTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FOR THEIR REVIEW BEFORE THE FILING THE FORM WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Pt VI, Line 19
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IRS990/USAddress/ZIPCode008077
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ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT J ASHLEY III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08563039593
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROBERT J ASHLEY IV MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0271207966
ReturnHeader/Filer/PhoneNum08563039593
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10710 E MAIN STREET SUITE 2A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MOORESTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode008057
ReturnHeader/PreparerPersonGrp/PhoneNum08564396910
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN M SCHLINDWEIN CPA
ReturnHeader/ReturnTs02014-11-14T11:17:36-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,348
Liabilities
$0
Net assets
$37,348
Revenue
$8,014
Expenses
$5,642
Net income
$2,372
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.8$0.00$43.8$7.20$7.41$0.20
2013Detailed filing. Detailed filing data is available for this year.$37.3$0.00$37.3$8.01$5.64$2.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.1$0.00$34.1$2.37