Civic Intelligence

The Ajl Charitable Foundation

990PF • Fiscal year 2013 • EIN 45-0677796

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 19, 2014

PO Box 333980161

(303) 771-0123

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.

2013 filings • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

19th percentile

0.00x

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

2013 filings • $10M-$25M nonprofits • Source year 2013

Net Margin

90th percentile

59%

Higher net margin than 90% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

2013 filings • $10M-$25M nonprofits • Source year 2013

Asset Growth

64th percentile

7.1%

Faster asset growth than 64% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Flat

$11,067,927

Flat from 2013

Net Assets

$11,067,927

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2013

Revenue

Flat

$1,486,757

Flat from 2013

Expenses

Flat

$615,288

Flat from 2013

Net Income

Flat

$871,469

Flat from 2013

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $4Liabilities 2011: $0Net Assets 2011: $42011Assets 2012: $10,333,287Liabilities 2012: $0Net Assets 2012: $10,333,2872012Assets 2013: $11,067,927Liabilities 2013: $0Net Assets 2013: $11,067,9272013Assets 2013: $11,067,927Liabilities 2013: $12013Assets 2014: $10,894,856Liabilities 2014: $0Net Assets 2014: $10,894,8562014Assets 2015: $12,577,178Liabilities 2015: $0Net Assets 2015: $12,577,1782015Assets 2016: $12,735,003Liabilities 2016: $0Net Assets 2016: $12,735,0032016Assets 2017: $12,419,883Liabilities 2017: $0Net Assets 2017: $12,419,8832017Assets 2018: $12,941,322Liabilities 2018: $0Net Assets 2018: $12,941,3222018Assets 2019: $16,838,407Liabilities 2019: $1,156Net Assets 2019: $16,837,2512019Assets 2020: $17,810,481Liabilities 2020: $925Net Assets 2020: $17,809,5562020Assets 2021: $19,087,716Liabilities 2021: $50Net Assets 2021: $19,087,6662021Assets 2022: $14,657,614Liabilities 2022: $7,175Net Assets 2022: $14,650,4392022Assets 2023: $15,802,945Liabilities 2023: $4,9632023Assets 2024: $15,839,164Liabilities 2024: $3,757Net Assets 2024: $15,835,4072024

Highlighted filing

2013

Assets$11,067,927
Liabilities$0
Net Assets$11,067,927

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $109,9962011Expenses 2012: $77,9202012Revenue 2013: $1,486,757Expenses 2013: $615,288Net Income 2013: $871,4692013Revenue 2013: $1,486,757Expenses 2013: $615,288Net Income 2013: $871,4692013Revenue 2014: $690,521Expenses 2014: $768,317Net Income 2014: -$77,7962014Revenue 2015: $2,355,281Expenses 2015: $794,288Net Income 2015: $1,560,9932015Revenue 2016: $950,018Expenses 2016: $878,058Net Income 2016: $71,9602016Revenue 2017: $426,659Expenses 2017: $857,573Net Income 2017: -$430,9142017Revenue 2018: $1,461,585Expenses 2018: $929,622Net Income 2018: $531,9632018Revenue 2019: $3,208,086Expenses 2019: $977,995Net Income 2019: $2,230,0912019Revenue 2020: $555,923Expenses 2020: $1,130,936Net Income 2020: -$575,0132020Revenue 2021: $1,272,685Expenses 2021: $1,280,596Net Income 2021: -$7,9112021Revenue 2022: $1,291,014Expenses 2022: $1,363,484Net Income 2022: -$72,4702022Revenue 2023: $745,257Expenses 2023: $1,031,298Net Income 2023: -$286,0412023Revenue 2024: $1,387,011Expenses 2024: $1,693,052Net Income 2024: -$306,0412024

Highlighted filing

2013

Revenue$1,486,757
Expenses$615,288
Net Income$871,469
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 19, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY S LAWTON DECEASEDDirector-$0--
KATHRYN L MOHRBACHERTreasurer/DiPT$0--
KRISTIN KOVALDirectorPT$0--
MARJORIE M RUDDENDirectorPT$0--
Filing and Contact Details

Filer

EIN
45-0677796

Signing Officer

Name
Kathryn L Morbacher
Title
Secretary/treasurer
Signed
2014-08-19
Discuss with paid preparer
Yes

Preparer

Preparer
Alan Brandt
Phone
3037710123
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9159799
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt93526
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9471383
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt971325
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10786219
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt108109248
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11060096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt111879
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt112905610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11364577
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1142250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11554855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1162471
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11790346
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt118764
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11983118
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1203727
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ACCENTURE PLC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ACE LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AETNA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALLIANCE DATA SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALLIANZ AKTIENGES ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMERICAN INTL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMERICAN WATER WORKS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ANADARKO PETE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8APACHE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AUTOMATIC DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11AVAGO TECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12AVALONBAY COMNTY S INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BNP PARIBAS SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BOEING CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17BRIDGESTONE CORP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BMC SOFTWARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CAPITAL ONE FINCL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CENTURYLINK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CHECK POINT SOFTWARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CHINA CONSTRUCTION ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CHINA TELECOM ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CISCO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CITRIX SYS INC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CME GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30COVIDIEN PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31CROWN HLDGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32CUMMINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33CVS CAREMARK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34DAIHATSU MOTOR CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36DIRECTTV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37DISNEYWALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38DOLLAR GENERAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39DOLLAR GENERAL CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40EMC CORP MASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41ENI SPA ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42EQT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43EXPRESS SCRIPTS HLDG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44FIDELITY NATL INFORMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46FORD MOTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47FREEPORT MCMORAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48G E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49GOOGLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50HARBOR INTL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51HEINZ H J
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53ILLINOIS TOOL WORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54IMPERIAL TOBACCO LT ADR

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$1.39$1.69$0.31
2023Summary only. Only limited summary data is available for this year.$15.8$0.00$0.75$1.03$0.29
2022Detailed filing. Detailed filing data is available for this year.$14.7$0.01$14.7$1.29$1.36$0.07
2021Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$1.27$1.28$0.01
2020Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$0.56$1.13$0.58
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.8$0.00$16.8$3.21$0.98$2.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.9$0.00$12.9$1.46$0.93$0.53
2017Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.43$0.86$0.43
2016Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.95$0.88$0.07
2015Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$2.36$0.79$1.56
2014Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.69$0.77$0.08
2013Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$1.49$0.62$0.87
2013Summary only. Only limited summary data is available for this year.$11.1$0.00$1.49$0.62$0.87
2012Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.08
2011Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.11