Civic Intelligence

The Aurelia Foundation

990 • Fiscal year 2019 • EIN 27-4659449

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 01, 2020

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

57th percentile

0.12x

Higher debt load relative to assets than 57% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.02x

Higher debt load relative to revenue than 29% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

27th percentile

-4.7%

Higher net margin than 27% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

58th percentile

$78,750

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

6th percentile

-22%

Faster asset growth than 6% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

62nd percentile

9.8%

Faster revenue growth than 62% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$493,803

Down $139,338 (-22%) from 2018

Net Assets

Down

$432,624

Down $125,607 (-23%) from 2018

Liabilities

Down

$61,179

Down $13,731 (-18%) from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin27th percentile

Revenue

Up

$2,664,253

Up $238,584 (+9.8%) from 2018

Expenses

Up

$2,789,860

Up $274,621 (+11%) from 2018

Net Income

Down

-$125,607

Down $36,037 (-40%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2019

Assets$493,803
Liabilities$61,179
Net Assets$432,624
Open 2019 Filing

Operations Trend

Revenue Growth62nd 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

2019

Revenue$2,664,253
Expenses$2,789,860
Net Income-$125,607
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 1, 2020
Return Version
2019v5.0
Gross Receipts
$2,664,253
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$379,655$228,424▼ $151,231
Accounts Receivable$158,211$149,275▼ $8,936
Prepaid Expenses and Deferred Charges-$58,792-
Land, Buildings, and Equipment, Net$95,275$57,312▼ $37,963
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$633,141$493,803▼ $139,338
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$67,902$59,627▼ $8,275
Other Liabilities$7,008$1,552▼ $5,456
Total Liabilities$74,910$61,179▼ $13,731
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$492,774$407,624▼ $85,150
Net Assets With Donor Restrictions$65,457$25,000▼ $40,457
Total Net Assets Fund Balance$558,231$432,624▼ $125,607
Total Liabilities and Net Assets / Fund Balance$633,141$493,803▼ $139,338

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$57,312$74,987$132,299
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lisa SzilagyiProgram DirectoFT$78,750$78,750
Doug MastersonExecutive DirectorPT$7,000$7,000

Board Members and Trustees

NameTitle
Kym KarathPresident
Tony EllrodDirector
Mikol McgilvraTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$328,745
Program Service Revenue
$2,335,508
Investment Income
$0
Other Revenue
$0
All Other Contributions
$317,411
Change in Net Assets
$-125,607

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,664,253
Total Revenue per Audited Statements
$2,664,253
Total Revenue per Form 990
$2,664,253
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,376,186
Other Expenses$413,674
Total Fundraising Expense$2,371
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,957,531$142,560-$2,100,091
Payroll Taxes$171,762$18,583-$190,345
Insurance$116,278$28,217-$144,495
Current Officers, Directors, Trustees, and Key Employees-$85,750-$85,750
Occupancy-$72,071-$72,071
Fees for Services Other-$37,807$2,371$40,178
Depreciation Depletion-$37,961-$37,961
Travel$1,208$19,151-$20,359
Fees for Services Legal-$17,000-$17,000
Office Expenses-$12,551-$12,551
Advertising-$10,238-$10,238
All Other Expenses$1,901$4,406-$6,307
Other Expenses$6,026$3,191-$3,191
Interest-$828-$828
Total Functional Expenses$2,297,175$490,314$2,371$2,789,860

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,789,860
Total Expenses per Audited Statements$2,789,860
Total Expenses per Form 990$2,789,860
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Carmax Loan$1,552
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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, Line 11B: Form 990 Review Process

“The board of directors reviews and approves the tax returns prior to the signing and filing with the respective taxing authorities.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Aurelia foundation makes its governing documents availalble to the public 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

Signing Officer

Name
Shelli Jarrett
Title
Treasurer
Signed
2020-06-01
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
123
Volunteers
9

Preparer

Firm
Hutchinson and Bloodgood Llp
Address
550 N BRAND BLVD 14th Floor, GLENDALE, CA 91203
Preparer
Georgette M Green
Phone
8186375000
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Organization is a nonprofit public benefit corporation, qualifying under section 501(c)(3) of the Internal Revenue Code and corresponding California provisions. As such, except for taxes pertaining to unrelated business income, the Organization is exempt from federal and state income taxes. No provision has been made for income taxes, as the Organization had no unrelated business income. The Organization is not considered a private foundation. The Organization believes that it has appropriate support for any tax position taken, and as such, the Organization has no material unrecognized tax benefits, tax penalties or interest as of and for the year ended December 31, 2019. The Organizations tax years that are open for examination by federal and state agencies are three and four years, respectively.”

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IRS990/PYRevenuesLessExpensesAmt0-89570
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IRS990/ReconcilationRevenueExpnssAmt0-125607
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0774973
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt06326313
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt063872
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt08181361
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt057312
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt074987
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0132299
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01552
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CARMAX LOAN
IRS990ScheduleD/RevenueSubtotalAmt02664253
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization is a nonprofit public benefit corporation, qualifying under section 501(c)(3) of the Internal Revenue Code and corresponding California provisions. As such, except for taxes pertaining to unrelated business income, the Organization is exempt from federal and state income taxes. No provision has been made for income taxes, as the Organization had no unrelated business income. The Organization is not considered a private foundation. The Organization believes that it has appropriate support for any tax position taken, and as such, the Organization has no material unrecognized tax benefits, tax penalties or interest as of and for the year ended December 31, 2019. The Organizations tax years that are open for examination by federal and state agencies are three and four years, respectively.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleD/TotalExpensesPerForm990Amt02789860
IRS990ScheduleD/TotalLiabilityAmt01552
IRS990ScheduleD/TotalRevenuePerForm990Amt02664253
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE TAX RETURNS PRIOR TO THE SIGNING AND FILING WITH THE RESPECTIVE TAXING AUTHORITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AURELIA FOUNDATION MAKES ITS GOVERNING DOCUMENTS AVAILALBLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TotalProgramServiceExpensesAmt02297175
IRS990/TotalProgramServiceRevenueAmt02335508
IRS990/TotalReportableCompFromOrgAmt085750
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IRS990/TotalVolunteersCnt09
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IRS990/USAddress/AddressLine1Txt03800 SEAMOOR DR
IRS990/USAddress/CityNm0MALIBU
IRS990/USAddress/StateAbbreviationCd0CA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$493,803
Liabilities
$61,179
Net assets
$432,624
Revenue
$2,664,253
Expenses
$2,789,860
Net income
-$125,607
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