Civic Intelligence

Aeris Insight Inc.

990 • Fiscal year 2020 • EIN 45-4135784

Jan 01, 2020 to Dec 31, 2020 • Filed on May 05, 2021

Organization ProfileWWW.AERISINSIGHT.COM
100 S Juniper Street Third FloorPhiladelphia, PA 19107

(267) 233-5150

Siviq Scores

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

Liabilities / Assets

87th percentile

0.70x

Higher debt load relative to assets than 87% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

72nd percentile

0.36x

Higher debt load relative to revenue than 72% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

40th percentile

1.1%

Higher net margin than 40% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$232,916

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 10.1% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

80th percentile

33%

Faster asset growth than 80% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

38th percentile

-6.2%

Faster revenue growth than 38% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$1,174,710

Up $294,109 (+33%) from 2019

Net Assets

Up

$348,938

Up $25,551 (+7.9%) from 2019

Liabilities

Up

$825,772

Up $268,558 (+48%) from 2019

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin40th percentile

Revenue

Down

$2,297,439

Down $151,033 (-6.2%) from 2019

Expenses

Up

$2,271,888

Up $8,396 (+0.4%) from 2019

Net Income

Down

$25,551

Down $159,429 (-86%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2012: $1,113,911Liabilities 2012: $568,327Net Assets 2012: $545,5842012Assets 2013: $1,304,563Liabilities 2013: $619,908Net Assets 2013: $684,6552013Assets 2014: $1,075,152Liabilities 2014: $568,417Net Assets 2014: $506,7352014Assets 2015: $950,463Liabilities 2015: $531,111Net Assets 2015: $419,3522015Assets 2016: $1,050,570Liabilities 2016: $635,897Net Assets 2016: $414,6732016Assets 2017: $1,058,880Liabilities 2017: $653,280Net Assets 2017: $405,6002017Assets 2018: $634,503Liabilities 2018: $496,096Net Assets 2018: $138,4072018Assets 2019: $880,601Liabilities 2019: $557,214Net Assets 2019: $323,3872019Assets 2020: $1,174,710Liabilities 2020: $825,772Net Assets 2020: $348,9382020Assets 2021: $1,992,510Liabilities 2021: $697,245Net Assets 2021: $1,295,2652021Assets 2022: $2,498,682Liabilities 2022: $834,163Net Assets 2022: $1,664,5192022Assets 2023: $1,609,381Liabilities 2023: $992,619Net Assets 2023: $616,7622023Assets 2024: $1,122,418Liabilities 2024: $1,474,550Net Assets 2024: -$352,1322024

Highlighted filing

2020

Assets$1,174,710
Liabilities$825,772
Net Assets$348,938
Open 2020 Filing

Operations Trend

Revenue Growth38th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2012: $2,153,050Expenses 2012: $1,629,466Net Income 2012: $523,5842012Revenue 2013: $2,014,146Expenses 2013: $1,875,075Net Income 2013: $139,0712013Revenue 2014: $1,996,268Expenses 2014: $2,174,188Net Income 2014: -$177,9202014Revenue 2015: $1,799,102Expenses 2015: $1,886,485Net Income 2015: -$87,3832015Revenue 2016: $1,801,378Expenses 2016: $1,806,057Net Income 2016: -$4,6792016Revenue 2017: $2,185,855Expenses 2017: $2,194,928Net Income 2017: -$9,0732017Revenue 2018: $1,901,759Expenses 2018: $2,168,952Net Income 2018: -$267,1932018Revenue 2019: $2,448,472Expenses 2019: $2,263,492Net Income 2019: $184,9802019Revenue 2020: $2,297,439Expenses 2020: $2,271,888Net Income 2020: $25,5512020Revenue 2021: $3,233,391Expenses 2021: $2,287,064Net Income 2021: $946,3272021Revenue 2022: $3,015,767Expenses 2022: $2,646,513Net Income 2022: $369,2542022Revenue 2023: $2,442,872Expenses 2023: $3,490,629Net Income 2023: -$1,047,7572023Revenue 2024: $2,456,180Expenses 2024: $3,425,074Net Income 2024: -$968,8942024

Highlighted filing

2020

Revenue$2,297,439
Expenses$2,271,888
Net Income$25,551
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 5, 2021
Return Version
2020v4.1
Gross Receipts
$2,297,439
Mission and Program Overview

Mission

See schedule o.aeris strives to increase the flow of capital benefiting low-income and disadvantaged people and communities by creating greater transparency and accountability among mission-driven nonprofits and enterprises. Aeris provides comprehensive, third-party analysis of community development financial institutions (cdfis) and related data and advisory services that aid investors and donors in their investment decision-making. Subscribers to aeris' services use highly standardized data, in-depth ratings, and analyses of a cdfi's social impact activities and financial strength to guide investment decisions.

Aeris drives accountability and transparency into impact investing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$224,806$585,714▲ $360,908
Accounts Receivable$161,200$282,227▲ $121,027
Cash and Non-Interest-Bearing Accounts$178,108$198,583▲ $20,475
Savings and Temporary Cash Investments$292,961$93,280▼ $199,681
Intangible Assets$12,000$12,000→ $0
Prepaid Expenses and Deferred Charges$11,526$2,906▼ $8,620
Total Assets$880,601$1,174,710▲ $294,109
Liabilities
Deferred Revenue$389,368$426,627▲ $37,259
Unsecured Notes Loans Payable-$215,200-
Accounts Payable and Accrued Expenses$167,846$183,945▲ $16,099
Total Liabilities$557,214$825,772▲ $268,558
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$215,279$348,938▲ $133,659
Net Assets With Donor Restrictions$108,108$0▼ $108,108
Total Net Assets Fund Balance$323,387$348,938▲ $25,551
Total Liabilities and Net Assets / Fund Balance$880,601$1,174,710▲ $294,109

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$583,036$466,927$1,049,963
Equipment$2,678$16,742$19,420
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paige ChapelPresident & CEOFT$211,250$21,666$232,916
Karen SeaburySecretary & Director RatingsFT$143,500$1,111$144,611
Lynn HansenSenior Vice PresidentFT$102,500$5,465$107,965

Board Members and Trustees

NameTitle
Kim ShaferChair
David SandBoard Member
James LumBoard Member
Justin ConwayBoard Member
Penelope DouglasBoard Member
Rekha UnnithanBoard Member
Marguerite GriffinBoard Member - Left March 2020
Andy CooneyTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Akvelon INCSoftware Engineering And Development3120 139TH AVENUE SE SUITE 100, Bellevue, WA 98005$286,921
Slalom ConsultingBusiness And Technology ConsultingPO BOX 101416, Seattle, WA 98189$117,197
Revenue and Support

Revenue Composition

Contributions and Grants
$650,000
Program Service Revenue
$1,646,527
Investment Income
$912
Other Revenue
$0
All Other Contributions
$650,000
Change in Net Assets
$25,551

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,297,439
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$6,469
Total Revenue per Audited Statements
$2,303,908
Total Revenue per Form 990
$2,297,439
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,321,290
Other Expenses$950,598
Total Fundraising Expense$29,121
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$726,060$50,151$9,369$785,580
Fees for Services Other$524,379--$524,379
Current Officers, Directors, Trustees, and Key Employees$322,722$36,734$18,071$377,527
Payroll Taxes$83,639$5,395$1,667$90,701
Other Employee Benefits$40,900$1,277$14$42,191
Advertising$1,545$32,177-$33,722
Occupancy-$26,227-$26,227
Pension Plan Contributions$24,653$638-$25,291
Insurance-$23,060-$23,060
Fees for Services Accounting-$17,010-$17,010
Other Expenses$912$14,489-$15,401
Office Expenses$2,660$7,821-$10,481
Travel$5,764$1,886-$7,650
All Other Expenses$1,165$2,547-$3,712
Depreciation Depletion-$2,454-$2,454
Conferences and Meetings$1,390$752-$2,142
Total Functional Expenses$1,965,891$276,876$29,121$2,271,888

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,278,357
Expenses per Audited Statements$2,271,888
Total Expenses per Form 990$2,271,888
Expenses Not Reported on Form 990$6,469
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by an independent accounting firm. Prior to filing the form 990, the chief executive officer reviews the form for accuracy and then forwards it to the treasurer and finance committee of the board. In addition, the organization sends an electronic copy of the form 990 to the full board of directors. This is for informational purposes and to allow for comments from the board prior to filing, but does not require action from the board.”

Form 990, Part VI, Section B, Line 12C

“Each year the board of directors signs an annual disclosure statement which states that they do not have an existing or potential conflict of interest as covered by aeris insight, inc.'s conflict of interest policy. If the board member has an existing conflict, they must list it in the disclosure statement. If a conflict arises at any time, the board member must disclose the existence, nature and extent of the conflict in a separate written statement (if it is known in advance) or orally at a board meeting and may voluntarily recuse himself or herself from deliberations or actions by the board.”

Form 990, Part VI, Section B, Line 15

“The board of aeris insight, inc. Bases compensation on a third party compensation study. Compensation for the president and ceo is reviewed annually through a performance assessment conducted by the board of directors. The board chair manages this process by reviewing the president and ceo's performance against set goals. The secretary of the board is not compensated for her services in this capacity. However, compensation is received from aeris insight, inc. For her position as director of ratings & analysis. Aeris insight, inc. Uses a documented process of self assessment and performance review. For officers a third party compensation study was completed in late 2018 to determine compensation.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Aeris Insight Inc
EIN
45-4135784
Phone
2672335150
Address
100 S JUNIPER STREET THIRD FLOOR, PHILADELPHIA, PA 19107

Signing Officer

Name
Paige Chapel
Title
President and CEO
Phone
2672335150
Signed
2021-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paige Chapel
Formed
2012
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
7
Employees
12
Volunteers
7

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 SOUTH 6TH STREET, MINNEAPOLIS, MN 55402
Preparer
Connie M Lira
Phone
6123764500
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“Aeris began development of a software service to support impact investors in the collection, analysis and aggregation of impact data to help them better understand the eectiveness of their investments to positively impact disadvantaged people and communities and the environment.”

Form 990, Part IX, Line 11G

“Outside contractors fees: program service expenses 524,379. Management and general expenses 0. Fundraising expenses 0. Total expenses 524,379.”

FORM 990, PART XII, LINE 2C:

“Aeris began development of a software service to support impact investors in the collection, analysis and aggregation of impact data to help them better understand the effectiveness of their investments to positively impact disadvantaged people and communities and the environment.”

Financial Statement Notes

PART X, LINE 2:

“Aeris is exempt from federal income taxes under the provisions of section 501(c)(3) of the irc and qualifies for charitable contribution deductions and is classified as an organization that is not a private foundation. Income which is not related to exempt purposes, less applicable deductions, would be subject to federal and state corporate income taxes. Aeris had no net unrelated business income for the years ended december 31, 2020 and 2019. Management evaluated aeris' tax positions and concluded that aeris had taken no uncertain tax positions that require adjustment to the financial statements. Consequently, no accrual for interest and penalties was deemed necessary for the years ended december 31, 2020 and 2019.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY & DIR. RATINGS
IRS990/Form990PartVIISectionAGrp/TitleTxt10SENIOR VICE PRESIDENT
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,174,710
Liabilities
$825,772
Net assets
$348,938
Revenue
$2,297,439
Expenses
$2,271,888
Net income
$25,551
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.12$1.47$0.35$2.46$3.43$0.97
2023Detailed filing. Detailed filing data is available for this year.$1.61$0.99$0.62$2.44$3.49$1.05
2022Detailed filing. Detailed filing data is available for this year.$2.50$0.83$1.66$3.02$2.65$0.37
2021Detailed filing. Detailed filing data is available for this year.$1.99$0.70$1.30$3.23$2.29$0.95
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.83$0.35$2.30$2.27$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.56$0.32$2.45$2.26$0.18
2018Detailed filing. Detailed filing data is available for this year.$0.63$0.50$0.14$1.90$2.17$0.27
2017Detailed filing. Detailed filing data is available for this year.$1.06$0.65$0.41$2.19$2.19$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.05$0.64$0.41$1.80$1.81$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.53$0.42$1.80$1.89$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.08$0.57$0.51$2.00$2.17$0.18
2013Summary only. Only limited summary data is available for this year.$1.30$0.62$0.68$2.01$1.88$0.14
2012Summary only. Only limited summary data is available for this year.$1.11$0.57$0.55$2.15$1.63$0.52
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $1M-$5M nonprofits