Civic Intelligence

The Aurelia Foundation

990 • Fiscal year 2022 • EIN 27-4659449

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 15, 2023

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

(310) 919-6678

Siviq Scores

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

Liabilities / Assets

75th percentile

0.29x

Higher debt load relative to assets than 75% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

65th percentile

0.19x

Higher debt load relative to revenue than 65% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

36th percentile

0.2%

Higher net margin than 36% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

60th percentile

$80,833

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

56th percentile

3.9%

Faster asset growth than 56% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

63rd percentile

16%

Faster revenue growth than 63% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$1,636,345

Up $60,676 (+3.9%) from 2021

Net Assets

Up

$1,155,118

Up $4,785 (+0.4%) from 2021

Liabilities

Up

$481,227

Up $55,891 (+13%) from 2021

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin36th percentile

Revenue

Up

$2,569,084

Up $359,317 (+16%) from 2021

Expenses

Up

$2,564,299

Up $411,479 (+19%) from 2021

Net Income

Down

$4,785

Down $52,162 (-92%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2022

Assets$1,636,345
Liabilities$481,227
Net Assets$1,155,118
Open 2022 Filing

Operations Trend

Revenue Growth63rd 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

2022

Revenue$2,569,084
Expenses$2,564,299
Net Income$4,785
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 15, 2023
Return Version
2022v5.0
Gross Receipts
$2,569,084
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
Savings and Temporary Cash Investments$699,358$699,563▲ $205
Cash and Non-Interest-Bearing Accounts$593,416$601,967▲ $8,551
Accounts Receivable$151,740$216,038▲ $64,298
Land, Buildings, and Equipment, Net$91,002$60,688▼ $30,314
Pledges and Grants Receivable$30,000$30,000→ $0
Prepaid Expenses and Deferred Charges$10,153$3,535▼ $6,618
Other Notes and Loans Receivable, Net-$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$1,575,669$1,636,345▲ $60,676
Other Assets Total-$24,554-
Liabilities
Other Liabilities$307,355$332,773▲ $25,418
Accounts Payable and Accrued Expenses$117,981$148,454▲ $30,473
Total Liabilities$425,336$481,227▲ $55,891
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,150,333$1,155,118▲ $4,785
Total Net Assets Fund Balance$1,150,333$1,155,118▲ $4,785
Total Liabilities and Net Assets / Fund Balance$1,575,669$1,636,345▲ $60,676

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$60,688$158,272$218,960
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lisa SzilagyiPres/FOUNDERFT$80,833$80,833
Michelle TelloCOOFT$80,812$80,812
Lindsey HendersonDirector of FundraiFT$67,701$67,701

Board Members and Trustees

NameTitle
Anthony EllrodDirector
Kym KarathDirector
Robin MathesDirector
Doug MastersonCEO
John GraceFinancial Advis
Bob CharneySecretary
Shelli JarrettTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$416,477
Program Service Revenue
$2,144,232
Investment Income
$255
Other Revenue
$8,120
All Other Contributions
$416,477
Change in Net Assets
$4,785

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,569,084
Total Revenue per Audited Statements
$2,569,084
Total Revenue per Form 990
$2,569,084
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,132,589
Other Expenses$431,710
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,419,211$277,644-$1,696,855
Current Officers, Directors, Trustees, and Key Employees$191,820$37,526-$229,346
Payroll Taxes$137,999$23,899-$161,898
All Other Expenses$35,827$46,430-$82,257
Insurance$55,534$7,291-$62,825
Occupancy-$59,688-$59,688
Other Employee Benefits-$44,490-$44,490
Depreciation Depletion-$30,314-$30,314
Other Expenses$29,233$69,368-$29,233
Advertising-$887-$887
Total Functional Expenses$1,966,762$597,537$0$2,564,299

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,564,299
Total Expenses per Audited Statements$2,564,299
Total Expenses per Form 990$2,564,299
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
Refund Liability$307,355
Right of Use Liaility$25,418
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, Section B, Line 11B

“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, Section C, Line 19

“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
3109196678
Address
801 S FIGUEROA ST 15TH FLOOR, LOS ANGELES, CA 90017

Signing Officer

Name
Shelli Jarrett
Title
Treasurer
Signed
2023-09-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Doug Masterson
Formed
2010
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
94
Volunteers
4

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, 2022. 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/OtherEmployeeBenefitsGrp/TotalAmt044490
IRS990/OtherExpensesGrp/Desc0LEGAL AND PROFESSIONAL
IRS990/OtherExpensesGrp/Desc1AUTO EXPENSE
IRS990/OtherExpensesGrp/Desc2SUPPLIES AND MATERIALS
IRS990/OtherExpensesGrp/Desc3STAFF TRAINING
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IRS990/OtherExpensesGrp/ProgramServicesAmt056075
IRS990/OtherExpensesGrp/ProgramServicesAmt141063
IRS990/OtherExpensesGrp/ProgramServicesAmt229233
IRS990/OtherExpensesGrp/TotalAmt069368
IRS990/OtherExpensesGrp/TotalAmt156075
IRS990/OtherExpensesGrp/TotalAmt241063
IRS990/OtherExpensesGrp/TotalAmt329233
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IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt08120
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IRS990/OtherRevenueTotalAmt08120
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0277644
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01419211
IRS990/OtherSalariesAndWagesGrp/TotalAmt01696855
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt023899
IRS990/PayrollTaxesGrp/ProgramServicesAmt0137999
IRS990/PayrollTaxesGrp/TotalAmt0161898
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt030000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt030000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010153
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03535
IRS990/PrincipalOfficerNm0DOUG MASTERSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0HARBOR
IRS990/ProgramServiceRevenueGrp/Desc1NORTH LA REGIONAL CENTER
IRS990/ProgramServiceRevenueGrp/Desc2OTHER REGIONAL CENTERS
IRS990/ProgramServiceRevenueGrp/Desc3TRI COUNTIES
IRS990/ProgramServiceRevenueGrp/Desc4WESTSIDE REGIONAL CENTER
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1560758
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt257569
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3236051
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt41185346
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0100843
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1560758
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt257569
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3236051
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt41185346
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0216304
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0278
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0361600
IRS990/PYProgramServiceRevenueAmt01993185
IRS990/PYRevenuesLessExpensesAmt056947
IRS990/PYSalariesCompEmpBnftPaidAmt01791220
IRS990/PYTotalExpensesAmt02152820
IRS990/PYTotalRevenueAmt02209767
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt04785
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0699358
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0699563
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0416477
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0216304
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0882691
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0328745
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0206291
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02050508
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0255
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0278
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0129
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0662
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02144232
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01993185
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01806546
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02335508
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02098429
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt010377900
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0255
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0278
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0129
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0662
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt08120
IRS990ScheduleA/OtherIncome509Grp/TotalAmt08120
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99930
IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02664253
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02304720
IRS990ScheduleA/Total509Grp/TotalAmt012428408
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt012437190
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IRS990/ScheduleBRequiredInd0true
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0158272
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0218960
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0307355
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt125418
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REFUND LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RIGHT OF USE LIAILITY
IRS990ScheduleD/RevenueSubtotalAmt02569084
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, 2022. 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
IRS990ScheduleD/TotalBookValueLandBuildingsAmt060688
IRS990ScheduleD/TotalExpensesPerForm990Amt02564299
IRS990ScheduleD/TotalLiabilityAmt0332773
IRS990ScheduleD/TotalRevenuePerForm990Amt02569084
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02569084
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02564299

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,636,345
Liabilities
$481,227
Net assets
$1,155,118
Revenue
$2,569,084
Expenses
$2,564,299
Net income
$4,785
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