Civic Intelligence

Ael Foundation

990PF • Fiscal year 2019 • EIN 68-0370324

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 14, 2020

PO Box 1707Los Altos, CA 94023

(650) 845-8100

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

58th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

41st percentile

-0.4%

Higher net margin than 41% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

11th percentile

-37%

Faster asset growth than 11% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

84th percentile

40%

Faster revenue growth than 84% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$253

Down $147 (-37%) from 2018

Net Assets

Down

$253

Down $147 (-37%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$35,033

Up $10,007 (+40%) from 2018

Expenses

Up

$35,179

Up $10,124 (+40%) from 2018

Net Income

Down

-$146

Down $117 (-403%) from 2018

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

2019

Assets$253
Liabilities$0
Net Assets$253

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

2019

Revenue$35,033
Expenses$35,179
Net Income-$146
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 14, 2020
Return Version
2019v5.1
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
6508458100
Address
PO BOX 1707, LOS ALTOS, CA 94023

Signing Officer

Name
Natalie D Talbott
Title
Secretary
Phone
6508458100
Signed
2020-07-14
Discuss with paid preparer
Yes

Preparer

Firm
Frank Rimerman & Co Llp
Address
1801 PAGE MILL ROAD, PALO ALTO, CA 94304
Preparer
Nancy L Moriarty
Phone
6508458100
Raw XML Appendix341 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/RecipientUSAddress/AddressLine1Txt44981 SHIRLEY ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAS VEGAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LAS VEGAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2EMERYVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LAS VEGAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LAS VEGAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd089106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd189119
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294662
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd389119
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd489119
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt035000
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/AppliedToCurrentYearAmt01153
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01153
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt024418
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt024892
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt019284
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt019516
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt019890
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt019890
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0122136
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt034026
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt024418
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt024892
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt019284
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019516
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035179
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt034026
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0142026
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0108000
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GEORGE W LUCAS JR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 1707
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LOS ALTOS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094023
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt035000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0144
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0144
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NATALIE D TALBOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06508458100
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AEL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AELF
ReturnHeader/Filer/EIN0680370324
ReturnHeader/Filer/PhoneNum06508458100
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1707
ReturnHeader/Filer/USAddress/CityNm0LOS ALTOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094023
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941341042
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRANK RIMERMAN & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01801 PAGE MILL ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALO ALTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094304
ReturnHeader/PreparerPersonGrp/PhoneNum06508458100
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NANCY L MORIARTY
ReturnHeader/ReturnTs02020-07-14T11:11:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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