Civic Intelligence

Ael Foundation

990PF • Fiscal year 2015 • EIN 68-0370324

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 25, 2016

P O Box 668San Anselmo, CA 94979

(925) 977-9060

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

50th percentile

2.6%

Higher net margin than 50% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

89th percentile

67%

Faster asset growth than 89% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

58th percentile

5.0%

Faster revenue growth than 58% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,344

Up $537 (+67%) from 2014

Net Assets

Up

$1,344

Up $537 (+67%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$21,010

Up $1,002 (+5.0%) from 2014

Expenses

Down

$20,473

Down $137 (-0.7%) from 2014

Net Income

Up

$537

Up $1,139 (+189%) from 2014

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $1,004Liabilities 2011: $02011Assets 2012: $574Liabilities 2012: $02012Assets 2013: $1,409Liabilities 2013: $02013Assets 2014: $807Liabilities 2014: $0Net Assets 2014: $8072014Assets 2015: $1,344Liabilities 2015: $0Net Assets 2015: $1,3442015Assets 2016: $1,217Liabilities 2016: $0Net Assets 2016: $1,2172016Assets 2017: $429Liabilities 2017: $0Net Assets 2017: $4292017Assets 2018: $400Liabilities 2018: $0Net Assets 2018: $4002018Assets 2019: $253Liabilities 2019: $0Net Assets 2019: $2532019Assets 2020: $1,898Liabilities 2020: $0Net Assets 2020: $1,8982020Assets 2021: $4,947Liabilities 2021: $0Net Assets 2021: $4,9472021Assets 2022: $19,690Liabilities 2022: $0Net Assets 2022: $19,6902022Assets 2023: $44,891Liabilities 2023: $0Net Assets 2023: $44,8912023Assets 2024: $73,299Liabilities 2024: $0Net Assets 2024: $73,2992024

Highlighted filing

2015

Assets$1,344
Liabilities$0
Net Assets$1,344

Operations Trend

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

$40K$30K$20K$10K$0-$10KRevenue 2011: $20,023Expenses 2011: $20,202Net Income 2011: -$1792011Revenue 2012: $20,009Expenses 2012: $20,439Net Income 2012: -$4302012Revenue 2013: $21,005Expenses 2013: $20,170Net Income 2013: $8352013Revenue 2014: $20,008Expenses 2014: $20,610Net Income 2014: -$6022014Revenue 2015: $21,010Expenses 2015: $20,473Net Income 2015: $5372015Revenue 2016: $20,008Expenses 2016: $20,135Net Income 2016: -$1272016Revenue 2017: $25,010Expenses 2017: $25,798Net Income 2017: -$7882017Revenue 2018: $25,026Expenses 2018: $25,055Net Income 2018: -$292018Revenue 2019: $35,033Expenses 2019: $35,179Net Income 2019: -$1462019Revenue 2020: $35,000Expenses 2020: $33,355Net Income 2020: $1,6452020Revenue 2021: $35,000Expenses 2021: $31,951Net Income 2021: $3,0492021Revenue 2022: $35,000Expenses 2022: $20,257Net Income 2022: $14,7432022Revenue 2023: $35,000Expenses 2023: $9,799Net Income 2023: $25,2012023Revenue 2024: $35,000Expenses 2024: $6,592Net Income 2024: $28,4082024

Highlighted filing

2015

Revenue$21,010
Expenses$20,473
Net Income$537
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 25, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE W LUCAS JRCEO/President-$0--
NATALIE DELAGNES TALBOTTCFO/Secretary-$0--
SARITA PATELSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Ael Foundation
EIN
68-0370324
Phone
9259779060
Address
P O BOX 668, SAN ANSELMO, CA 94979

Signing Officer

Name
Natalie D Talbott
Title
Secretary
Phone
9259779060
Signed
2016-03-25
Discuss with paid preparer
Yes

Preparer

Firm
Howson & Simon Llp
Address
101 YGNACIO VALLEY RD 310, WALNUT CREEK, CA 94596
Preparer
Lance M Geertsen
Phone
9259779060
Raw XML Appendix357 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4FUND PROGRAM TO HELP VERY ILL AND MEDICALLY CHALLENGED CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5FUND PROGRAM TO PROVIDE TEMPORARY SHELTER FOR HOMELESS AND ABUSED WOMEN AND CHILDREN IN CRISIS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4FOUNDATION FOR POSITIVELY KIDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5THE SHADE TREE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6THREE SQUARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0821 NORTH MOJAVE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16070 S EASTERN AVENUE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24800 W DEWEY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt39811 W CHARLESTON BLVD 2-344
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43555 W RENO AVENUE STE F
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5P O BOX 669
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt64190 N PECOS ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAS VEGAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LAS VEGAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LAS VEGAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LAS VEGAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LAS VEGAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5LAS VEGAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6LAS VEGAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd089101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd189119
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd289118
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd389117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd489118
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd589125
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd689115
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0957
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0957
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt019890
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt019744
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt019582
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt019566
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt014521
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt014521
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt098298
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt019516
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt019890
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt019744
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt019582
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019566
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020473
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt019516
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0112819
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt093303
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GEORGE W LUCAS JR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0P O BOX 2009
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN RAFAEL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094912
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt021000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0463
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0463
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0952
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1-952
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ORGANIZATION COSTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1ACCUMULATED AMORTIZATION
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0952
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1-952
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0952
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1-952
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FTB FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NATALIE D TALBOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09259779060
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AEL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AELF
ReturnHeader/Filer/EIN0680370324
ReturnHeader/Filer/PhoneNum09259779060
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 668
ReturnHeader/Filer/USAddress/CityNm0SAN ANSELMO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094979
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943054312
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOWSON & SIMON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 YGNACIO VALLEY RD 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALNUT CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094596
ReturnHeader/PreparerPersonGrp/PhoneNum09259779060
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LANCE M GEERTSEN
ReturnHeader/ReturnTs02016-04-05T10:30:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$73.3$0.00$73.3$35.0$6.59$28.4
2023Detailed filing. Detailed filing data is available for this year.$44.9$0.00$44.9$35.0$9.80$25.2
2022Detailed filing. Detailed filing data is available for this year.$19.7$0.00$19.7$35.0$20.3$14.7
2021Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$35.0$32.0$3.05
2020Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$35.0$33.4$1.65
2019Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$35.0$35.2$0.15
2018Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$25.0$25.1$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$25.0$25.8$0.79
2016Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$20.0$20.1$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$21.0$20.5$0.54
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$20.0$20.6$0.60
2013Summary only. Only limited summary data is available for this year.$1.41$0.00$21.0$20.2$0.84
2012Summary only. Only limited summary data is available for this year.$0.57$0.00$20.0$20.4$0.43
2011Summary only. Only limited summary data is available for this year.$1.00$0.00$20.0$20.2$0.18