Civic Intelligence

Aec Trust

990PF • Fiscal year 2019 • EIN 36-6725987

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 21, 2020

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

13th percentile

0.00x

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

9th percentile

-42%

Higher net margin than 9% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

41st percentile

$177,615

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 12.4% of source-year revenue.

2019 filings • $25M-$50M nonprofits • Source year 2019

Asset Growth

20th percentile

-2.2%

Faster asset growth than 20% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-66%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$25,742,777

Down $589,280 (-2.2%) from 2018

Net Assets

Down

$25,742,777

Down $589,280 (-2.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin9th percentile

Revenue

Down

$1,431,275

Down $2,736,053 (-66%) from 2018

Expenses

Up

$2,029,613

Up $93,422 (+4.8%) from 2018

Net Income

Down

-$598,338

Down $2,829,475 (-127%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$60M$40M$20M$0Assets 2018: $26,332,057Liabilities 2018: $0Net Assets 2018: $26,332,0572018Assets 2019: $25,742,777Liabilities 2019: $0Net Assets 2019: $25,742,7772019Assets 2020: $26,523,763Liabilities 2020: $0Net Assets 2020: $26,523,7632020Assets 2021: $28,840,998Liabilities 2021: $0Net Assets 2021: $28,840,9982021Assets 2022: $31,108,842Liabilities 2022: $0Net Assets 2022: $31,108,8422022Assets 2023: $48,373,480Liabilities 2023: $0Net Assets 2023: $48,373,4802023Assets 2024: $36,814,610Liabilities 2024: $0Net Assets 2024: $36,814,6102024

Highlighted filing

2019

Assets$25,742,777
Liabilities$0
Net Assets$25,742,777
Open 2019 Filing

Operations Trend

Revenue Growth4th percentile

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

$30M$20M$10M$0-$10M-$20MRevenue 2018: $4,167,328Expenses 2018: $1,936,191Net Income 2018: $2,231,1372018Revenue 2019: $1,431,275Expenses 2019: $2,029,613Net Income 2019: -$598,3382019Revenue 2020: $3,831,452Expenses 2020: $3,050,466Net Income 2020: $780,9862020Revenue 2021: $5,439,204Expenses 2021: $3,121,969Net Income 2021: $2,317,2352021Revenue 2022: $5,348,547Expenses 2022: $3,080,703Net Income 2022: $2,267,8442022Revenue 2023: $21,263,477Expenses 2023: $3,998,839Net Income 2023: $17,264,6382023Revenue 2024: $12,901,971Expenses 2024: $24,460,841Net Income 2024: -$11,558,8702024

Highlighted filing

2019

Revenue$1,431,275
Expenses$2,029,613
Net Income-$598,338
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 21, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CIBC National Trust CompanyTrustee-$177,615-$177,615
David H CofrinAdvisory Board Member-$0--
Edith Dee CofrinAdvisory Board Chair-$0--
Mary Ann H CofrinAdvisory Board Member-$0--
Mary Ann P CofrinAdvisory Board Member-$0--
Paige CofrinAdvisory Board Member-$0--
Filing and Contact Details

Filer

Filer Name
AEC Trust
EIN
36-6725987
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Whit Mansfield
Title
trustee
Phone
8008391754
Signed
2020-08-21
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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Filings

Displayed year

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

Open filing
Assets
$25,742,777
Liabilities
$0
Net assets
$25,742,777
Revenue
$1,431,275
Expenses
$2,029,613
Net income
-$598,338
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$36.8$0.00$36.8$12.9$24.5$11.6
2023Detailed filing. Detailed filing data is available for this year.$48.4$0.00$48.4$21.3$4.00$17.3
2022Detailed filing. Detailed filing data is available for this year.$31.1$0.00$31.1$5.35$3.08$2.27
2021Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$5.44$3.12$2.32
2020Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$3.83$3.05$0.78
2019Detailed filing. Detailed filing data is available for this year.$25.7$0.00$25.7$1.43$2.03$0.60
2018Detailed filing. Detailed filing data is available for this year.$26.3$0.00$26.3$4.17$1.94$2.23