Civic Intelligence

Aronson Foundation

990PF • Fiscal year 2023 • EIN 43-1616967

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 10, 2024

Organization Profile
PO Box 62Rhinecliff, NY 12574

(314) 290-3300

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.01x

Higher debt load relative to assets than 42% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.09x

Higher debt load relative to revenue than 60% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

29th percentile

-10.0%

Higher net margin than 29% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

39th percentile

-0.5%

Faster asset growth than 39% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

32nd percentile

-5.4%

Faster revenue growth than 32% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$3,297,389

Down $17,225 (-0.5%) from 2022

Net Assets

Down

$3,277,134

Down $20,725 (-0.6%) from 2022

Liabilities

Up

$20,255

Up $3,500 (+21%) from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin29th percentile

Revenue

Down

$218,419

Down $12,420 (-5.4%) from 2022

Expenses

Up

$240,176

Up $3,671 (+1.6%) from 2022

Net Income

Down

-$21,757

Down $16,091 (-284%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,660,857Liabilities 2011: $02011Assets 2012: $2,365,762Liabilities 2012: $02012Assets 2013: $2,334,691Liabilities 2013: $02013Assets 2014: $3,127,856Liabilities 2014: $02014Assets 2015: $3,221,802Liabilities 2015: $02015Assets 2016: $3,315,434Liabilities 2016: $0Net Assets 2016: $3,315,4342016Assets 2017: $3,312,497Liabilities 2017: $0Net Assets 2017: $3,312,4972017Assets 2018: $3,535,839Liabilities 2018: $18,750Net Assets 2018: $3,517,0892018Assets 2019: $3,512,370Liabilities 2019: $9,625Net Assets 2019: $3,502,7452019Assets 2020: $3,375,846Liabilities 2020: $21,805Net Assets 2020: $3,354,0412020Assets 2021: $3,306,974Liabilities 2021: $5,255Net Assets 2021: $3,301,7192021Assets 2022: $3,314,614Liabilities 2022: $16,755Net Assets 2022: $3,297,8592022Assets 2023: $3,297,389Liabilities 2023: $20,255Net Assets 2023: $3,277,1342023Assets 2024: $3,142,941Liabilities 2024: $13,755Net Assets 2024: $3,129,1862024

Highlighted filing

2023

Assets$3,297,389
Liabilities$20,255
Net Assets$3,277,134
Open 2023 Filing

Operations Trend

Revenue Growth32nd percentile

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

$1.0M$500K$0-$500KRevenue 2011: $202,420Expenses 2011: $194,526Net Income 2011: $7,8942011Revenue 2012: $122,424Expenses 2012: $95,726Net Income 2012: $26,6982012Revenue 2013: $103,149Expenses 2013: $356,133Net Income 2013: -$252,9842013Revenue 2014: $949,913Expenses 2014: $28,027Net Income 2014: $921,8862014Revenue 2015: $148,429Expenses 2015: $127,974Net Income 2015: $20,4552015Revenue 2016: $264,615Expenses 2016: $169,638Net Income 2016: $94,9772016Revenue 2017: $204,156Expenses 2017: $212,023Net Income 2017: -$7,8672017Revenue 2018: $554,341Expenses 2018: $291,511Net Income 2018: $262,8302018Revenue 2019: $251,447Expenses 2019: $227,622Net Income 2019: $23,8252019Revenue 2020: $52,840Expenses 2020: $219,364Net Income 2020: -$166,5242020Revenue 2021: $164,305Expenses 2021: $216,093Net Income 2021: -$51,7882021Revenue 2022: $230,839Expenses 2022: $236,505Net Income 2022: -$5,6662022Revenue 2023: $218,419Expenses 2023: $240,176Net Income 2023: -$21,7572023Revenue 2024: $151,463Expenses 2024: $301,585Net Income 2024: -$150,1222024

Highlighted filing

2023

Revenue$218,419
Expenses$240,176
Net Income-$21,757
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 10, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSH ARONSONTrustee-$0--
JONATHAN ARONSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Aronson Foundation
EIN
43-1616967
Phone
3142903300
Address
PO BOX 62, RHINECLIFF, NY 12574

Signing Officer

Name
Josh Aronson
Title
Trustee
Phone
3142903300
Signed
2024-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Rubinbrown Llp
Address
7676 FORSYTH BLVD SUITE 2100, SAINT LOUIS, MO 63105
Preparer
John C Price
Phone
3142903300
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76WARNER BROS DISCOVERY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77ALPHABET INC CL C COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78AMAZON COM INC
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InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0207000
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt093746
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0393
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0393
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0119004
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0194936
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0623
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt05276
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt05276
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt022563
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt09990
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0207000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt023483
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0240176
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0218419
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0218419
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt023483
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt033176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02368941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0118447
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1557
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1557
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02487388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1557
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICALLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0119004
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-21757
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01032
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03277134
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03297859
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03277134
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0205716
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0205716
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0205716
IRS990PF/DistributableAmountGrp/IncomeTaxAmt0329
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0208755
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02710
IRS990PF/DistributableAmountGrp/TotalTaxAmt03039
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02222
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt068
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02710
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02222
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02710
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02710
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05000
IRS990PF/FMVAssetsEOYAmt04960614
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03502745
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03502745
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt028871
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt028342
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt028342
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt042908
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt026686
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt023393
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02393447
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02476508
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04142322
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0600609
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0597879
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0597879
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt016755
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt020255
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-204886
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-225611
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt043282
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0119298
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0119298
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03314614
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03297389
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04960614
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt016755
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt020255
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03314614
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03297389
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03297859
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03277134
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0205497
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt048676
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt049380
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04238684
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0113866
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04033802
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt063580
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt091016
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0208755
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04175104
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04238684
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOSH ARONSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JONATHAN ARONSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt015 SHATZELL AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt115 SHATZELL AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0RHINECLIFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1RHINECLIFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd012574

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,297,389
Liabilities
$20,255
Net assets
$3,277,134
Revenue
$218,419
Expenses
$240,176
Net income
-$21,757
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.14$0.01$3.13$0.15$0.30$0.15
2023Detailed filing. Detailed filing data is available for this year.$3.30$0.02$3.28$0.22$0.24$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.31$0.02$3.30$0.23$0.24$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.31$0.01$3.30$0.16$0.22$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$0.02$3.35$0.05$0.22$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.51$0.01$3.50$0.25$0.23$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.54$0.02$3.52$0.55$0.29$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.31$0.00$3.31$0.20$0.21$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.26$0.17$0.09
2015Summary only. Only limited summary data is available for this year.$3.22$0.00$0.15$0.13$0.02
2014Summary only. Only limited summary data is available for this year.$3.13$0.00$0.95$0.03$0.92
2013Summary only. Only limited summary data is available for this year.$2.33$0.00$0.10$0.36$0.25
2012Summary only. Only limited summary data is available for this year.$2.37$0.00$0.12$0.10$0.03
2011Summary only. Only limited summary data is available for this year.$2.66$0.00$0.20$0.19$0.01