Civic Intelligence

The Ajl Charitable Foundation

990PF • Fiscal year 2017 • EIN 45-0677796

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 02, 2018

Organization Profile

View Organization Page

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

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

4th percentile

-101%

Higher net margin than 4% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

30th percentile

$84,460

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 19.8% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

21st percentile

-2.5%

Faster asset growth than 21% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-55%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$12,419,883

Down $315,120 (-2.5%) from 2016

Net Assets

Down

$12,419,883

Down $315,120 (-2.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin4th percentile

Revenue

Down

$426,659

Down $523,359 (-55%) from 2016

Expenses

Down

$857,573

Down $20,485 (-2.3%) from 2016

Net Income

Down

-$430,914

Down $502,874 (-699%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

2017

Assets$12,419,883
Liabilities$0
Net Assets$12,419,883
Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

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

2017

Revenue$426,659
Expenses$857,573
Net Income-$430,914
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 2, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTI PETRIEExec DirectorFT$84,460-$84,460
JOHN W LAWTONPresidentPT$0--
CHRIS MELBYVice PresidePT$0--
KATHRYN L MOHRBACHERTreasurerPT$0--
MAJORIE M RUDDENSecretaryPT$0--
ERIN CREGARDirectorPT$0--
DARRELL SCHULTEDirectorPT$0--
VINCENT NGUYENDirectorPT$0--
MELISA JAENDirectorPT$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
2018-11-02

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/EOYFMVAmt5888151
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6064158
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt62177985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt63145123
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AMERICAN TOWER CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BLACKROCK INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27EOG RES INC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33G E
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41MACY'S INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42MCKESSON CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MEDTRONIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47OMNICOM GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51PIONEER NAT RES CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52PRAXAIR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55SIMON PPTY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56SOURCE PETROLEUM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59TJX COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60T ROWE PRICE INST
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64UNITED TECHNOLOGIES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69WALGREENS BOOTS ALLIANCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70WELLS FARGO
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0888158
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0854232
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0525774
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AT MLP FUND LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0852063
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0164716
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt042892
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0121392
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/UnrelatedBusinessTaxblIncmAmt0179
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd1900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0AT MLP FUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1AT MLP FUND 1231
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-13789
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt1-1118
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0329329
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt012058
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-14728
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0326659
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02350
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02350
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04700
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt042892
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt059122
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt025338
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt084460
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0635000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0635000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0164716
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0164716
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-430914
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02128143
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt04447
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0121392
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0121392
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt04447
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0397
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0794
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt042892
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0191254
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt04469
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt010701
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015170
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0-14907
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt012387
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-2341
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0950
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0101175
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0102125
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt04680
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt02006
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt06686
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03719
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03719
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0-14907
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0707440
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0150133
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0857573
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0341387
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0426659
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt072440
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0150133
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0222573
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0472
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0472
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0299925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11362298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2322214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt369564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt431250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt08345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1127836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-20226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-69564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-31250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt08345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1127836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-20226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-69564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-31250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0308270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11490134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2301988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P

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Filings

Displayed year

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

Open filing
Assets
$12,419,883
Liabilities
$0
Net assets
$12,419,883
Revenue
$426,659
Expenses
$857,573
Net income
-$430,914
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