Civic Intelligence

The Aurelia Foundation

990 • Fiscal year 2017 • EIN 27-4659449

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 01, 2018

Organization ProfileWWW.AURELIAFOUNDATION.ORG
801 Figueroa St 15th FloorLos Angeles, CA 90017

(805) 338-1649

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.06x

Higher debt load relative to assets than 43% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.02x

Higher debt load relative to revenue than 25% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

69th percentile

12%

Higher net margin than 69% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

37th percentile

$9,600

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

97th percentile

156%

Faster asset growth than 97% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

157%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$687,429

Up $418,868 (+156%) from 2016

Net Assets

Up

$647,801

Up $379,846 (+142%) from 2016

Liabilities

Up

$39,628

Up $39,022 (+6439%) from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin69th percentile

Revenue

Up

$2,191,939

Up $1,339,808 (+157%) from 2016

Expenses

Up

$1,936,201

Up $1,116,276 (+136%) from 2016

Net Income

Up

$255,738

Up $223,532 (+694%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $101,309Net Assets 2014: $101,3092014Assets 2015: $235,749Liabilities 2015: $0Net Assets 2015: $235,7492015Assets 2016: $268,561Liabilities 2016: $606Net Assets 2016: $267,9552016Assets 2017: $687,429Liabilities 2017: $39,628Net Assets 2017: $647,8012017Assets 2018: $633,141Liabilities 2018: $74,910Net Assets 2018: $558,2312018Assets 2019: $493,803Liabilities 2019: $61,179Net Assets 2019: $432,6242019Assets 2020: $1,510,334Liabilities 2020: $416,948Net Assets 2020: $1,093,3862020Assets 2021: $1,575,669Liabilities 2021: $425,336Net Assets 2021: $1,150,3332021Assets 2022: $1,636,345Liabilities 2022: $481,227Net Assets 2022: $1,155,1182022Assets 2023: $1,687,747Liabilities 2023: $432,747Net Assets 2023: $1,255,0002023Assets 2024: $1,722,343Liabilities 2024: $564,787Net Assets 2024: $1,157,5562024

Highlighted filing

2017

Assets$687,429
Liabilities$39,628
Net Assets$647,801
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $103,433Expenses 2014: $31,379Net Income 2014: $72,0542014Revenue 2015: $200,667Expenses 2015: $66,227Net Income 2015: $134,4402015Revenue 2016: $852,131Expenses 2016: $819,925Net Income 2016: $32,2062016Revenue 2017: $2,191,939Expenses 2017: $1,936,201Net Income 2017: $255,7382017Revenue 2018: $2,425,669Expenses 2018: $2,515,239Net Income 2018: -$89,5702018Revenue 2019: $2,664,253Expenses 2019: $2,789,860Net Income 2019: -$125,6072019Revenue 2020: $2,689,366Expenses 2020: $2,028,604Net Income 2020: $660,7622020Revenue 2021: $2,209,767Expenses 2021: $2,152,820Net Income 2021: $56,9472021Revenue 2022: $2,569,084Expenses 2022: $2,564,299Net Income 2022: $4,7852022Revenue 2023: $2,654,711Expenses 2023: $2,561,880Net Income 2023: $92,8312023Revenue 2024: $2,623,119Expenses 2024: $2,721,990Net Income 2024: -$98,8712024

Highlighted filing

2017

Revenue$2,191,939
Expenses$1,936,201
Net Income$255,738
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 1, 2018
Return Version
2017v2.2
Gross Receipts
$2,289,895
Mission and Program Overview

Mission

To establish programs for special needs individuals to encourage discovery and development of their unique talents and abilities as they leave the school system and enter community life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$240,186$484,281▲ $244,095
Accounts Receivable-$125,575-
Land, Buildings, and Equipment, Net$28,175$65,755▲ $37,580
Prepaid Expenses and Deferred Charges-$11,818-
Pledges and Grants Receivable$200--
Total Assets$268,561$687,429▲ $418,868
Liabilities
Other Liabilities$606$39,628▲ $39,022
Total Liabilities$606$39,628▲ $39,022
Net Assets / Fund Balance
Unrestricted Net Assets$267,955$592,801▲ $324,846
Temporarily Rstr Net Assets-$55,000-
Total Net Assets Fund Balance$267,955$647,801▲ $379,846
Total Liabilities and Net Assets / Fund Balance$268,561$687,429▲ $418,868

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$46,780$6,321$53,101
Equipment$18,975$20,346$39,321
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Doug MastersonCEOPT$9,600$9,600
Mikol McgilvraTreasurerPT$4,836$4,836

Board Members and Trustees

NameTitle
Anthony EllrodDirector
Kym KarathDirector
Linda EllrodFounder & Se
Revenue and Support

Revenue Composition

Contributions and Grants
$323,907
Program Service Revenue
$1,892,376
Investment Income
$0
Other Revenue
$-24,344
All Other Contributions
$233,025
Change in Net Assets
$255,738
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,737,264
Other Expenses$198,937
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,363,430$223,368-$1,586,798
Payroll Taxes$121,929$18,550-$140,479
Insurance$41,143$12,005-$53,148
Occupancy-$39,723-$39,723
Office Expenses$16,025$9,228-$25,253
Depreciation Depletion$15,521--$15,521
Fees for Services Management-$12,630-$12,630
Travel$10,324--$10,324
Current Officers, Directors, Trustees, and Key Employees-$9,600-$9,600
Fees for Services Accounting-$8,783-$8,783
Advertising-$7,934-$7,934
All Other Expenses$2,549$1,218-$3,767
Fees for Services Other$1,047$1,696-$2,743
Other Expenses$2,461$3,556-$2,461
Interest-$688-$688
Other Employee Benefits-$387-$387
Fees for Services Legal-$152-$152
Total Functional Expenses$1,584,538$351,663$0$1,936,201
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$97,956
Fundraising Gross Income$73,612
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala & Silent a$164,494$73,612$10,985$62,627
Total Events$164,494$73,612$97,956$-24,344
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Wages$25,995
Carmax Loan$13,633
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Circle of oaks, llc circle of oaks, llc member member business partners”

Form 990, Page 6, Part VI, Line 11B

“The board of directors reviews and approves the return prior to filing with the tax service centers.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Aurelia Foundation
EIN
27-4659449
Phone
8053381649
Address
801 FIGUEROA ST 15TH FLOOR, LOS ANGELES, CA 90017
Doing Business As
Aurelia Foundation

Signing Officer

Name
Doug Masterson
Title
CEO
Phone
8053381649
Signed
2018-03-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Doug Masterson
Formed
2010
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
100
Volunteers
24

Preparer

Firm
Kristy Mcmenomey CPA
Address
10101 W SIDE POTTER VALLEY RD, POTTER VALLEY, CA 95469-8708
Preparer
Kristy a Mcmenomey
Phone
7076211621
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Cash to accrual adjustment 124,108”

Form 990, Page 12, Part XII, Line 1

“The organization has changed its method of accounting from a cash basis to accrual basis.”

Raw XML Appendix396 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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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0838845
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0157260
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt086550
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt022156
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03321094
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt018975
IRS990ScheduleD/EquipmentGrp/DepreciationAmt020346
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt039321
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt046780
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06321
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt053101
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt025995
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt113633
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED WAGES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CARMAX LOAN
IRS990ScheduleD/TotalBookValueLandBuildingsAmt065755
IRS990ScheduleD/TotalLiabilityAmt039628
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt033087
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt033087
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt090882
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt090882
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt097956
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA & SILENT A
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0164494
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0164494
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt073612
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt073612
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-24344
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt017445
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt017445
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010985
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010985
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt036439
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt036439
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CIRCLE OF OAKS, LLC CIRCLE OF OAKS, LLC MEMBER MEMBER BUSINESS PARTNERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE RETURN PRIOR TO FILING WITH THE TAX SERVICE CENTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CASH TO ACCRUAL ADJUSTMENT 124,108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS CHANGED ITS METHOD OF ACCOUNTING FROM A CASH BASIS TO ACCRUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 12, PART XII, LINE 1
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt055000
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0268561
IRS990/TotalAssetsEOYAmt0687429
IRS990/TotalAssetsGrp/BOYAmt0268561
IRS990/TotalAssetsGrp/EOYAmt0687429
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0323907
IRS990/TotalEmployeeCnt0100
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0351663
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01584538
IRS990/TotalFunctionalExpensesGrp/TotalAmt01936201
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0606
IRS990/TotalLiabilitiesEOYAmt039628
IRS990/TotalLiabilitiesGrp/BOYAmt0606
IRS990/TotalLiabilitiesGrp/EOYAmt039628
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0267955
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0647801
IRS990/TotalProgramServiceExpensesAmt01584538
IRS990/TotalProgramServiceRevenueAmt01892376
IRS990/TotalReportableCompFromOrgAmt014436
IRS990/TotalRevenueGrp/ExclusionAmt0-24344
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01892376
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02191939
IRS990/TotalVolunteersCnt024
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0268561
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0687429
IRS990/TravelGrp/ProgramServicesAmt010324
IRS990/TravelGrp/TotalAmt010324
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0267955
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0592801
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03800 SEAMOOR DR
IRS990/USAddress/CityNm0MALIBU
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090265
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.AURELIAFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUG MASTERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08053381649
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AURELIA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AURE
ReturnHeader/Filer/EIN0274659449
ReturnHeader/Filer/PhoneNum08053381649
ReturnHeader/Filer/USAddress/AddressLine1Txt0801 FIGUEROA ST 15TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090017
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06E93486E6E997CCD9FD5F77692D47072F904518F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06E93486E6E997CCD9FD5F77692D47072F904518F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.7.79.133
ReturnHeader/FilingSecurityInformation/IPDt02018-03-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:48:25
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0215557475
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KRISTY MCMENOMEY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010101 W SIDE POTTER VALLEY RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0POTTER VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0954698708
ReturnHeader/PreparerPersonGrp/PhoneNum07076211621
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTY A MCMENOMEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-03-19T08:48:25-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$687,429
Liabilities
$39,628
Net assets
$647,801
Revenue
$2,191,939
Expenses
$1,936,201
Net income
$255,738
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$0.56$1.16$2.62$2.72$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.69$0.43$1.26$2.65$2.56$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.48$1.16$2.57$2.56$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.58$0.43$1.15$2.21$2.15$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.42$1.09$2.69$2.03$0.66
2019Detailed filing. Detailed filing data is available for this year.$0.49$0.06$0.43$2.66$2.79$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.07$0.56$2.43$2.52$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.69$0.04$0.65$2.19$1.94$0.26
2016Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.85$0.82$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.20$0.07$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.10$0.10$0.03$0.07