Civic Intelligence

Aec Trust

990PF • Fiscal year 2024 • EIN 36-6725987

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 21, 2025

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

15th percentile

0.00x

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

15th percentile

0.00x

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Net Margin

4th percentile

-90%

Higher net margin than 4% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

64th percentile

$285,476

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2024 filings • $25M-$50M nonprofits • Source year 2024

Asset Growth

2nd percentile

-24%

Faster asset growth than 2% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-39%

Faster revenue growth than 7% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$36,814,610

Down $11,558,870 (-24%) from 2023

Net Assets

Down

$36,814,610

Down $11,558,870 (-24%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin4th percentile

Revenue

Down

$12,901,971

Down $8,361,506 (-39%) from 2023

Expenses

Up

$24,460,841

Up $20,462,002 (+512%) from 2023

Net Income

Down

-$11,558,870

Down $28,823,508 (-167%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2024

Assets$36,814,610
Liabilities$0
Net Assets$36,814,610
Open 2024 Filing

Operations Trend

Revenue Growth7th 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

2024

Revenue$12,901,971
Expenses$24,460,841
Net Income-$11,558,870
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 21, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CIBC NATIONAL TRUST COMPANYTrustee-$285,476-$285,476
David H CofrinAdvisory Board Member-$0--
Edith Dee CofrinAdvisory Board Chair-$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
2025-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30BROOKFIELD INFRASTRUCTURE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31BROOKFIELD RENEWABLE CORPORATI
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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,814,610
Liabilities
$0
Net assets
$36,814,610
Revenue
$12,901,971
Expenses
$24,460,841
Net income
-$11,558,870
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
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