Civic Intelligence

The Robert L James and Anne K James Foundation

990PF • Fiscal year 2017 • EIN 42-1750001

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

Organization Profile
C/O MATT LAWSON AYCO po box 860Saratoga Springs, NY 12866-0860

(518) 886-4233

Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

Higher debt load relative to assets than 85% of similar nonprofits.

2017 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

86th percentile

0.00x

Higher debt load relative to revenue than 86% of similar nonprofits.

2017 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2017

Net Margin

14th percentile

-115%

Higher net margin than 14% of similar nonprofits.

2017 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2017

Asset Growth

21st percentile

-3.5%

Faster asset growth than 21% of similar nonprofits.

2017 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

51st percentile

21%

Faster revenue growth than 51% of similar nonprofits.

2017 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$1,871,571

Down $67,202 (-3.5%) from 2016

Net Assets

Down

$1,871,523

Down $67,250 (-3.5%) from 2016

Liabilities

Up

$48

Up $48 from 2016

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin14th percentile

Revenue

Up

$58,439

Up $9,993 (+21%) from 2016

Expenses

Up

$125,689

Up $14,636 (+13%) from 2016

Net Income

Down

-$67,250

Down $4,643 (-7.4%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $408,587Liabilities 2011: $0Net Assets 2011: $408,5872011Assets 2012: $945,572Liabilities 2012: $02012Assets 2013: $949,193Liabilities 2013: $02013Assets 2014: $1,825,114Liabilities 2014: $02014Assets 2015: $2,001,380Liabilities 2015: $0Net Assets 2015: $2,001,3802015Assets 2016: $1,938,773Liabilities 2016: $0Net Assets 2016: $1,938,7732016Assets 2017: $1,871,571Liabilities 2017: $48Net Assets 2017: $1,871,5232017Assets 2019: $1,788,383Liabilities 2019: $0Net Assets 2019: $1,788,3832019Assets 2020: $1,753,291Liabilities 2020: $0Net Assets 2020: $1,753,2912020Assets 2021: $1,690,405Liabilities 2021: $0Net Assets 2021: $1,690,4052021Assets 2022: $1,541,568Liabilities 2022: $0Net Assets 2022: $1,541,5682022Assets 2023: $1,487,931Liabilities 2023: $0Net Assets 2023: $1,487,9312023Assets 2024: $475,126Liabilities 2024: $0Net Assets 2024: $475,1262024

Highlighted filing

2017

Assets$1,871,571
Liabilities$48
Net Assets$1,871,523
Open 2017 Filing

Operations Trend

Revenue Growth51st percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2011: $125,1012011Revenue 2012: $610,454Expenses 2012: $73,469Net Income 2012: $536,9852012Revenue 2013: $19,871Expenses 2013: $16,250Net Income 2013: $3,6212013Revenue 2014: $1,536,375Expenses 2014: $11,430Net Income 2014: $1,524,9452014Revenue 2015: $599,652Expenses 2015: $144,686Net Income 2015: $454,9662015Revenue 2016: $48,446Expenses 2016: $111,053Net Income 2016: -$62,6072016Revenue 2017: $58,439Expenses 2017: $125,689Net Income 2017: -$67,2502017Revenue 2019: $75,209Expenses 2019: $103,841Net Income 2019: -$28,6322019Revenue 2020: $82,739Expenses 2020: $505,195Net Income 2020: -$422,4562020Revenue 2021: $82,152Expenses 2021: $145,038Net Income 2021: -$62,8862021Revenue 2022: $55,772Expenses 2022: $204,609Net Income 2022: -$148,8372022Revenue 2023: $55,339Expenses 2023: $108,976Net Income 2023: -$53,6372023Revenue 2024: $867,518Expenses 2024: $1,880,323Net Income 2024: -$1,012,8052024

Highlighted filing

2017

Revenue$58,439
Expenses$125,689
Net Income-$67,250
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT L JAMESTrustee- As Needed-$0--
ANNE K JAMESTrustee-As Needed-$0--
Filing and Contact Details

Filer

Filer Name
The Robert L James and Anne K James
EIN
42-1750001
In Care Of
% THE AYCO COMPANY
Phone
5188864233
Address
C/O MATT LAWSON AYCO po box 860, SARATOGA SPRINGS, NY 12866-0860

Signing Officer

Name
Robert L James
Title
trustee
Phone
5188864000
Signed
2018-05-10
Discuss with paid preparer
Yes

Preparer

Firm
The Ayco Company LP
Address
PO Box 860, Saratoga Springs, NY 12866-0860
Preparer
Elizabeth VanTassel
Phone
5188864000
Raw XML Appendix309 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT L JAMES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANNE K JAMES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01300 YORK AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11101 E 33RD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2654 WEST 170TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3622 WEST 113TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010065
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd121218
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210032
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310025
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0125000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt086484
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt038516
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0124823
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0125000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt038339
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt038516
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0705
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0705
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0488
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0488
OtherIncomeSchedule2/OtherIncomeDetail/Desc0federal tax refund
TaxesSchedule/TaxesDetail/Amt0201
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0201
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT L JAMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05188864000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROBERT L JAMES AND ANNE K JAMES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0421750001
ReturnHeader/Filer/InCareOfNm0% THE AYCO COMPANY
ReturnHeader/Filer/PhoneNum05188864233
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O MATT LAWSON AYCO po box 860
ReturnHeader/Filer/USAddress/CityNm0SARATOGA SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0128660860
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0520B0EC4789FC5B8048A5505F89B97CE1FAF0A04
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0520B0EC4789FC5B8048A5505F89B97CE1FAF0A04
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId014257320181315000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-11
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.29.247.15
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Ayco Company LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 860
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Saratoga Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0128660860
ReturnHeader/PreparerPersonGrp/PhoneNum05188864000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth VanTassel
ReturnHeader/ReturnTs02018-05-11T07:26:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,871,571
Liabilities
$48
Net assets
$1,871,523
Revenue
$58,439
Expenses
$125,689
Net income
-$67,250
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.87$1.88$1.01
2023Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.06$0.11$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.06$0.20$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.08$0.15$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.08$0.51$0.42
2019Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.08$0.10$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.06$0.13$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.05$0.11$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.60$0.14$0.45
2014Summary only. Only limited summary data is available for this year.$1.83$0.00$1.54$0.01$1.52
2013Summary only. Only limited summary data is available for this year.$0.95$0.00$0.02$0.02$0.00
2012Summary only. Only limited summary data is available for this year.$0.95$0.00$0.61$0.07$0.54
2011Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.13