Civic Intelligence

The Aurelia Foundation

990 • Fiscal year 2018 • EIN 27-4659449

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 03, 2019

Organization ProfileWWW.AURELIAFOUNDATION.ORG
801 S 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

55th percentile

0.12x

Higher debt load relative to assets than 55% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

31st percentile

0.03x

Higher debt load relative to revenue than 31% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

30th percentile

-3.7%

Higher net margin than 30% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

39th percentile

$23,300

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

17th percentile

-7.9%

Faster asset growth than 17% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$633,141

Down $54,288 (-7.9%) from 2017

Net Assets

Down

$558,231

Down $89,570 (-14%) from 2017

Liabilities

Up

$74,910

Up $35,282 (+89%) from 2017

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin30th percentile

Revenue

Up

$2,425,669

Up $233,730 (+11%) from 2017

Expenses

Up

$2,515,239

Up $579,038 (+30%) from 2017

Net Income

Down

-$89,570

Down $345,308 (-135%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2018

Assets$633,141
Liabilities$74,910
Net Assets$558,231
Open 2018 Filing

Operations Trend

Revenue Growth64th 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

2018

Revenue$2,425,669
Expenses$2,515,239
Net Income-$89,570
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 3, 2019
Return Version
2018v3.1
Gross Receipts
$2,467,281
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$484,281$379,655▼ $104,626
Accounts Receivable$125,575$158,211▲ $32,636
Land, Buildings, and Equipment, Net$65,755$95,275▲ $29,520
Prepaid Expenses and Deferred Charges$11,818$0▼ $11,818
Total Assets$687,429$633,141▼ $54,288
Liabilities
Accounts Payable and Accrued Expenses-$67,902-
Other Liabilities$39,628$7,008▼ $32,620
Total Liabilities$39,628$74,910▲ $35,282
Net Assets / Fund Balance
Unrestricted Net Assets$592,801$492,774▼ $100,027
Temporarily Rstr Net Assets$55,000$65,457▲ $10,457
Total Net Assets Fund Balance$647,801$558,231▼ $89,570
Total Liabilities and Net Assets / Fund Balance$687,429$633,141▼ $54,288

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$95,275$37,024$132,299
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Doug MastersonCEOPT$23,300$23,300

Board Members and Trustees

NameTitle
Anthony EllrodDirector
Kym KarathDirector
Linda C EllrodSecretary/founder
Mikol McgilvraTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$206,291
Program Service Revenue
$2,098,429
Investment Income
$-355
Other Revenue
$121,304
All Other Contributions
$205,365
Change in Net Assets
$-89,570
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,165,643
Other Expenses$349,596
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,754,703$205,685-$1,960,388
Payroll Taxes$160,715$21,240-$181,955
Insurance$119,401$4,879-$124,280
Office Expenses$13,938$15,806-$29,744
All Other Expenses$18,642$9,760-$28,402
Current Officers, Directors, Trustees, and Key Employees-$23,300-$23,300
Fees for Services Legal-$20,809-$20,809
Travel$668$13,948-$14,616
Depreciation Depletion-$13,552-$13,552
Fees for Services Other$3,313$10,080-$13,393
Other Expenses$6,994$73,150-$6,994
Advertising-$5,540-$5,540
Total Functional Expenses$2,097,490$417,749$0$2,515,239
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$162,561
Fundraising Direct Expenses$41,257
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala & Silent Auction$163,487$162,561$11,441$151,120
Total Events$163,487$162,561$41,257$121,304
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Carmax Loan$7,008
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Related party information among officers: circle of oaks, llc, member business partners anthony ellrod and linda ellrod are husband and wife.”

Form 990, Part VI, Section B, Line 11B

“Line 11b: organization's process to review form 990 is the board of directors reviews and approves the return prior to filing with the tax service centers.”

Form 990, Part VI, Section C, Line 19

“Governing documents disclosure explanation documents are available upon request.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Doug Masterson
Title
CEO
Phone
8053381649
Signed
2019-07-03
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
131
Volunteers
18

Preparer

Firm
Hinricher & Cousino Llp
Address
3275 OLD CONEJO ROAD, THOUSAND OAKS, CA 91320
Preparer
Terry F Hinricher
Phone
8054961883
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0774973
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0157260
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt086550
IRS990ScheduleA/Total509Grp/TotalAmt05539786
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02304720
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02216283
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0838845
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0157260
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt086550
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05603658
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt095275
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt037024
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0132299
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07008
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CARMAX LOAN
IRS990ScheduleD/TotalBookValueLandBuildingsAmt095275
IRS990ScheduleD/TotalLiabilityAmt07008
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0926
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0926
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt041257
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA & SILENT AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0163487
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0163487
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0162561
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0162561
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0121304
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0926
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0926
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011441
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011441
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt028890
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt028890
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RELATED PARTY INFORMATION AMONG OFFICERS: CIRCLE OF OAKS, LLC, MEMBER BUSINESS PARTNERS ANTHONY ELLROD AND LINDA ELLROD ARE HUSBAND AND WIFE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LINE 11B: ORGANIZATION'S PROCESS TO REVIEW FORM 990 IS THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE RETURN PRIOR TO FILING WITH THE TAX SERVICE CENTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS DISCLOSURE EXPLANATION DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt055000
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt065457
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0687429
IRS990/TotalAssetsEOYAmt0633141
IRS990/TotalAssetsGrp/BOYAmt0687429
IRS990/TotalAssetsGrp/EOYAmt0633141
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0206291
IRS990/TotalEmployeeCnt0131
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0417749
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02097490
IRS990/TotalFunctionalExpensesGrp/TotalAmt02515239
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt039628
IRS990/TotalLiabilitiesEOYAmt074910
IRS990/TotalLiabilitiesGrp/BOYAmt039628
IRS990/TotalLiabilitiesGrp/EOYAmt074910
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0647801
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0558231
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02097490
IRS990/TotalProgramServiceRevenueAmt02098429
IRS990/TotalReportableCompFromOrgAmt023300
IRS990/TotalRevenueGrp/ExclusionAmt0120949
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02098429
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02425669
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt018
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0687429
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0633141
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt013948
IRS990/TravelGrp/ProgramServicesAmt0668
IRS990/TravelGrp/TotalAmt014616
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0592801
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0492774
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/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUG MASTERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08053381649
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AURELIA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AURE
ReturnHeader/Filer/EIN0274659449
ReturnHeader/Filer/PhoneNum08053381649
ReturnHeader/Filer/USAddress/AddressLine1Txt0801 S FIGUEROA ST 15TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090017
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId078FA2E74CC4D63907E8B80EFDAC339C7E0C8672E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00FACE9067FAEF52A4FA107328C15AA0321A81A4B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.119.12.226
ReturnHeader/FilingSecurityInformation/IPDt02019-07-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:35:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770291466
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HINRICHER & COUSINO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03275 OLD CONEJO ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0THOUSAND OAKS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091320
ReturnHeader/PreparerPersonGrp/PhoneNum08054961883
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRY F HINRICHER

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$633,141
Liabilities
$74,910
Net assets
$558,231
Revenue
$2,425,669
Expenses
$2,515,239
Net income
-$89,570
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
2018Detailed filing. Detailed filing data is available for this year.$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