Civic Intelligence

The Ajl Charitable Foundation

990PF • Fiscal year 2016 • EIN 45-0677796

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 30, 2017

3295 Cook StreetDenver, CO 80205

(720) 308-4431

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

12th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

64th percentile

7.6%

Higher net margin than 64% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

24th percentile

$49,268

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

48th percentile

1.3%

Faster asset growth than 48% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-60%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Up

$12,735,003

Up $157,825 (+1.3%) from 2015

Net Assets

Up

$12,735,003

Up $157,825 (+1.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$950,018

Down $1,405,263 (-60%) from 2015

Expenses

Up

$878,058

Up $83,770 (+11%) from 2015

Net Income

Down

$71,960

Down $1,489,033 (-95%) from 2015

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: $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

2016

Assets$12,735,003
Liabilities$0
Net Assets$12,735,003

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 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

2016

Revenue$950,018
Expenses$878,058
Net Income$71,960
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 30, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTI PETRIEExec DirectorFT$47,833$1,435$49,268
KATHRYN L MOHRBACHERTreas/Exec DPT$3,645-$3,645
JOHN W LAWTONPresidentPT$0--
CHRIS MELBYVice PresidePT$0--
MARJORIE M RUDDENSecretaryPT$0--
ERIN CREGARDirectorPT$0--
DARRELL SCHULTEDirectorPT$0--
VINCENT NGUYENDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Ajl Charitable Foundation
EIN
45-0677796
Phone
7203084431
Address
3295 COOK STREET, DENVER, CO 80205

Signing Officer

Name
Kristi Petrie
Title
Exec Director
Phone
7203084431
Signed
2017-06-30

Preparer

Firm
Jds Professional Group
Address
10303 E DRY CREEK RD STE 400, ENGLEWOOD, CO 80112
Preparer
Alan Brandt
Phone
3037710123
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24DOLLAR GENERAL CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25EMC CORP MASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26EOG RES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27EQT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28EXPRESS SCRIPTS HLDG
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32G E
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38KINDER MORGAN INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40MCKESSON CORP COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MICROSOFT CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ORACLE CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52SIMON PPTY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53SOURCE PETROLEUM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54STRYKER CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64VF CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65VIRTUS EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66VISA INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68WELLS FARGO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69WILLIAMS CO
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-12-31
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-12-31
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2624476
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31289812
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4280968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-29537
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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
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