Civic Intelligence

Fore Aces Family Foundation

990PF • Fiscal year 2017 • EIN 45-4047076

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 19, 2018

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

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

Liabilities / Revenue

25th percentile

0.00x

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

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

Net Margin

80th percentile

27%

Higher net margin than 80% of similar nonprofits.

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

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

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

Asset Growth

81st percentile

18%

Faster asset growth than 81% of similar nonprofits.

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

Revenue Growth

92nd percentile

129%

Faster revenue growth than 92% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,619,999

Up $392,511 (+18%) from 2016

Net Assets

Up

$2,619,999

Up $392,511 (+18%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin80th percentile

Revenue

Up

$1,427,819

Up $804,160 (+129%) from 2016

Expenses

Up

$1,035,308

Up $868,693 (+521%) from 2016

Net Income

Down

$392,511

Down $64,533 (-14%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $856,612Liabilities 2011: $02011Assets 2012: $1,336,882Liabilities 2012: $0Net Assets 2012: $1,336,8822012Assets 2013: $1,621,320Liabilities 2013: $0Net Assets 2013: $1,621,3202013Assets 2014: $1,817,999Liabilities 2014: $0Net Assets 2014: $1,817,9992014Assets 2015: $1,770,444Liabilities 2015: $0Net Assets 2015: $1,770,4442015Assets 2016: $2,227,488Liabilities 2016: $0Net Assets 2016: $2,227,4882016Assets 2017: $2,619,999Liabilities 2017: $0Net Assets 2017: $2,619,9992017Assets 2018: $2,542,106Liabilities 2018: $0Net Assets 2018: $2,542,1062018Assets 2019: $3,495,525Liabilities 2019: $0Net Assets 2019: $3,495,5252019Assets 2020: $4,915,539Liabilities 2020: $0Net Assets 2020: $4,915,5392020Assets 2021: $7,374,356Liabilities 2021: $0Net Assets 2021: $7,374,3562021Assets 2022: $5,858,745Liabilities 2022: $0Net Assets 2022: $5,858,7452022Assets 2023: $4,538,435Liabilities 2023: $0Net Assets 2023: $4,538,4352023Assets 2024: $3,293,774Liabilities 2024: $0Net Assets 2024: $3,293,7742024

Highlighted filing

2017

Assets$2,619,999
Liabilities$0
Net Assets$2,619,999
Open 2017 Filing

Operations Trend

Revenue Growth92nd percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $856,612Expenses 2011: $0Net Income 2011: $856,6122011Expenses 2012: $41,9562012Revenue 2013: $327,425Expenses 2013: $42,987Net Income 2013: $284,4382013Revenue 2014: $269,040Expenses 2014: $72,361Net Income 2014: $196,6792014Revenue 2015: $81,830Expenses 2015: $129,385Net Income 2015: -$47,5552015Revenue 2016: $623,659Expenses 2016: $166,615Net Income 2016: $457,0442016Revenue 2017: $1,427,819Expenses 2017: $1,035,308Net Income 2017: $392,5112017Revenue 2018: $635,950Expenses 2018: $713,843Net Income 2018: -$77,8932018Revenue 2019: $1,898,032Expenses 2019: $944,613Net Income 2019: $953,4192019Revenue 2020: $2,204,353Expenses 2020: $784,339Net Income 2020: $1,420,0142020Revenue 2021: $3,479,429Expenses 2021: $1,020,612Net Income 2021: $2,458,8172021Revenue 2022: $313,480Expenses 2022: $1,829,091Net Income 2022: -$1,515,6112022Revenue 2023: -$211,849Expenses 2023: $1,108,461Net Income 2023: -$1,320,3102023Revenue 2024: $257,815Expenses 2024: $1,502,476Net Income 2024: -$1,244,6612024

Highlighted filing

2017

Revenue$1,427,819
Expenses$1,035,308
Net Income$392,511
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 19, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrea CrookPres, Dir, Sec-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPRESIDENT & TRUSTEES OF COLBY COLLEGEGeneral & UnrestrictedPCWATERVILLE, ME, US$870,000
Paid GrantLAKE CHAMPLAIN COMMUNITY SAILING CENTER INCConstruction of the new buildingPCBURLINGTON, VT, US$70,000
Paid GrantPRESIDENT & TRUSTEES OF COLBY COLLEGETo establish an endowed FundPCWATERVILLE, ME, US$20,000
Paid GrantDISCOVERY LAND COMPANY FOUNDATIONGeneral & UnrestrictedPCBEVERLY HILLS, CA, US$10,000
Paid GrantSPECTRUM INCGeneral & UnrestrictedPCBURLINGTON, VT, US$10,000
Paid GrantUNITED WAY OF NORTHWEST VERMONT INCGeneral & UnrestrictedPCS BURLINGTON, VT, US$6,000
Paid GrantALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATICharitable EventPCWILLISTON, VT, US$5,000
Paid GrantPRESIDENT & TRUSTEES OF COLBY COLLEGEMen's Basketball ProgramPCWATERVILLE, ME, US$2,500
Paid GrantPRESIDENT & TRUSTEES OF COLBY COLLEGEWomen's Lacrosse ProgramPCWATERVILLE, ME, US$2,500
Filing and Contact Details

Filer

Filer Name
Fore Aces Family Foundation
EIN
45-4047076
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Andrea G Crook
Title
president
Phone
8008391754
Signed
2018-04-19
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CHUBB LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CORNING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CRH PLC - AMERICAN DEPOSITARY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34GENUINE PARTS COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36HALLIBURTON COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37HEALTH CARE PPTY INVS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38HESS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39HONEYWELL INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40HSBC HOLDINGS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42INTERNATIONAL PAPER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43INTERPUBLIC GROUP OF COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44INVESCO PLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46JOHNSON CONTROLS INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48JP MORGAN MID CAP VALUE SEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49KELLOGG CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50KEYCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51KIMBERLY CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52KONINKLIJKE PHILIPS ELECTRONIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53KROGER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MARATHON PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MARSH AND MCLENNAN COMPANIES I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MATTELL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59MCKESSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MICROSOFT CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MORGAN STANLEY INS EMG MKT-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66MOTOROLA SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67NATIONWIDE GENEVA SMALL CAP GR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68NEXTERA ENERGY, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69NIELSEN HOLDINGS N.V
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70NORTHROP GRUMMAN CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75PG & E CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76PHILIP MORRIS INTL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81PROCTER GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82PRUDENTIAL FINCL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83PUBLIC SVC ENTERPRISE GROUP IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85QUEST DIAGNOSTICS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86RAYTHEON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87ROYAL DUTCH SHEL PLC SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88ROYAL DUTCH SHELL CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89SIEMENS AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90SUNCOR ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91SUNTRUST BKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92T. ROWE PRICE BLUE CHIP GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93TAIWAN SEMICONDUCTOR MFG CO LT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94TEMPLETON GLOBAL BD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95TOTAL FINA ELF S.A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96TRAVELERS COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97UNILEVER N V N Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98UNION PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102VANGUARD GROWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103VANGUARD MID-CAP VALUE INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105VIRTUS EMERGING MARKETS OPPTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106VIRTUS FOREIGN OPPORTUNITIES F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107VOYA GLOBAL REAL ESTATE FUND C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109WELLTOWER INC
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0996000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0996000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01207146
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt034933
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0392511
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0959089
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0547
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0547
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0185193
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0199081
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt013236
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt09
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt013245
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt023695
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt023695
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02368
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt023704
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01991
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01991
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01991
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0791
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01200
IRS990PF/FMVAssetsEOYAmt02839509
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01885060
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02619999
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Filings

Displayed year

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

Open filing
Assets
$2,619,999
Liabilities
$0
Net assets
$2,619,999
Revenue
$1,427,819
Expenses
$1,035,308
Net income
$392,511
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.26$1.50$1.24
2023Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.21$1.11$1.32
2022Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.31$1.83$1.52
2021Detailed filing. Detailed filing data is available for this year.$7.37$0.00$7.37$3.48$1.02$2.46
2020Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$2.20$0.78$1.42
2019Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$1.90$0.94$0.95
2018Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.64$0.71$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$1.43$1.04$0.39
2016Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.62$0.17$0.46
2015Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.08$0.13$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.27$0.07$0.20
2013Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.33$0.04$0.28
2012Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.04
2011Summary only. Only limited summary data is available for this year.$0.86$0.00$0.86$0.00$0.86