Civic Intelligence

Ael Foundation

990PF • Fiscal year 2018 • EIN 68-0370324

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 29, 2019

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

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

41st percentile

-0.1%

Higher net margin than 41% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

32nd percentile

-6.8%

Faster asset growth than 32% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

49th percentile

0.1%

Faster revenue growth than 49% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$400

Down $29 (-6.8%) from 2017

Net Assets

Down

$400

Down $29 (-6.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$25,026

Up $16 (+0.1%) from 2017

Expenses

Down

$25,055

Down $743 (-2.9%) from 2017

Net Income

Up

-$29

Up $759 (+96%) from 2017

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

2018

Assets$400
Liabilities$0
Net Assets$400

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

2018

Revenue$25,026
Expenses$25,055
Net Income-$29
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 29, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE W LUCAS JRCEO/President-$0--
NATALIE DELAGNES TALBOTTCFO/Secretary-$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
2019-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Howson & Simon Llp
Address
101 YGNACIO VALLEY RD 310, WALNUT CREEK, CA 94596
Preparer
Carla Lundstrom
Phone
9259779060
Raw XML Appendix355 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/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0194
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0637
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2P O BOX 71706
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3P O BOX 753841
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TACOMA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd198448
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd489115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd589117
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt024400
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0637
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0637
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt024892
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt019284
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt019516
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt019890
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt019744
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt019744
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0108000
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt024418
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt024892
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt019284
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt019516
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019890
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025055
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt024418
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0127744
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0103326
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/TotalContributionsAmt025000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0620
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0620
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/Desc1OTHER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NATALIE D TALBOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09259779060
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-29
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0C971094E00903648C5673D291BE13A3B58DBA71E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07926CC88CE50992A4354ECAD27D8A18D9DC23E6D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.255.16.129
ReturnHeader/FilingSecurityInformation/IPDt02019-04-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:54:02
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/PreparerPersonNm0CARLA LUNDSTROM
ReturnHeader/ReturnTs02019-05-02T13:33:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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