Civic Intelligence

Invesco Foundation Inc

990PF • Fiscal year 2015 • EIN 76-0522586

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 13, 2016

Organization Profile
1555 Peachtree Street NEAtlanta, GA 30309

(713) 830-3400

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

96th percentile

84%

Higher net margin than 96% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

54th percentile

1.0%

Faster asset growth than 54% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

59th percentile

6.1%

Faster revenue growth than 59% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,288,233

Up $12,644 (+1.0%) from 2014

Net Assets

$1,288,233

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin96th percentile

Revenue

Up

$15,049

Up $869 (+6.1%) from 2014

Expenses

Down

$2,405

Down $922 (-28%) from 2014

Net Income

Up

$12,644

Up $1,791 (+17%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$15M$10M$5.0M$0Assets 2011: $1,250,082Liabilities 2011: $02011Assets 2012: $1,253,202Liabilities 2012: $02012Assets 2013: $1,264,736Liabilities 2013: $02013Assets 2014: $1,275,589Liabilities 2014: $02014Assets 2015: $1,288,233Liabilities 2015: $0Net Assets 2015: $1,288,2332015Assets 2017: $1,231,912Liabilities 2017: $0Net Assets 2017: $1,231,9122017Assets 2018: $1,188,341Liabilities 2018: $0Net Assets 2018: $1,188,3412018Assets 2019: $1,181,252Liabilities 2019: $0Net Assets 2019: $1,181,2522019Assets 2020: $1,120,107Liabilities 2020: $0Net Assets 2020: $1,120,1072020Assets 2021: $1,085,215Liabilities 2021: $0Net Assets 2021: $1,085,2152021Assets 2022: $11,615,192Liabilities 2022: $0Net Assets 2022: $11,615,1922022Assets 2023: $10,170,909Liabilities 2023: $0Net Assets 2023: $10,170,9092023Assets 2024: $9,974,043Liabilities 2024: $0Net Assets 2024: $9,974,0432024

Highlighted filing

2015

Assets$1,288,233
Liabilities$0
Net Assets$1,288,233
Open 2015 Filing

Operations Trend

Revenue Growth59th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $218,691Expenses 2011: $2,115,012Net Income 2011: -$1,896,3212011Revenue 2012: $17,475Expenses 2012: $14,355Net Income 2012: $3,1202012Revenue 2013: $14,545Expenses 2013: $3,011Net Income 2013: $11,5342013Revenue 2014: $14,180Expenses 2014: $3,327Net Income 2014: $10,8532014Revenue 2015: $15,049Expenses 2015: $2,405Net Income 2015: $12,6442015Revenue 2017: $7,805Expenses 2017: $70,279Net Income 2017: -$62,4742017Revenue 2018: $23,688Expenses 2018: $67,259Net Income 2018: -$43,5712018Revenue 2019: $25,796Expenses 2019: $32,885Net Income 2019: -$7,0892019Revenue 2020: $7,888Expenses 2020: $69,033Net Income 2020: -$61,1452020Revenue 2021: $2,307Expenses 2021: $37,199Net Income 2021: -$34,8922021Revenue 2022: $10,568,095Expenses 2022: $38,118Net Income 2022: $10,529,9772022Revenue 2023: -$865,917Expenses 2023: $578,366Net Income 2023: -$1,444,2832023Revenue 2024: $367,133Expenses 2024: $563,999Net Income 2024: -$196,8662024

Highlighted filing

2015

Revenue$15,049
Expenses$2,405
Net Income$12,644
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 13, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin M CaromeTrustee-$0--
Washington C DenderTrustee-$0--
Loren M StarrTrustee-$0--
Filing and Contact Details

Filer

Filer Name
AIM Foundation
EIN
76-0522586
Phone
7138303400
Address
1555 Peachtree Street NE, Atlanta, GA 30309

Signing Officer

Name
John Zerr
Title
Director
Signed
2016-06-13
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Jody Blazek
Phone
7134395739
Raw XML Appendix264 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Loren M Starr
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01555 Peachtree St NE 1800
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0505
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt062802
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt062297
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01955084
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt029596
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt062297
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01922383
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01922383
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0505
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01922383
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01984680
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Amortization expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0160
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01236
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment management fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01236
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John Zerr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AIM Foundation
ReturnHeader/Filer/BusinessNameControlTxt0AIMF
ReturnHeader/Filer/EIN0760522586
ReturnHeader/Filer/PhoneNum07138303400
ReturnHeader/Filer/USAddress/AddressLine1Txt01555 Peachtree Street NE
ReturnHeader/Filer/USAddress/CityNm0Atlanta
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030309
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Blazek & Vetterling
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02900 Weslayan Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0770275132
ReturnHeader/PreparerPersonGrp/PhoneNum07134395739
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jody Blazek
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-06-13T06:59:46-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,288,233
Liabilities
$0
Net assets
$1,288,233
Revenue
$15,049
Expenses
$2,405
Net income
$12,644
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.97$0.00$9.97$0.37$0.56$0.20
2023Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.87$0.58$1.44
2022Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$10.6$0.04$10.5
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.00$0.04$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.01$0.07$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.03$0.03$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.02$0.07$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.01$0.07$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.02$0.00$0.01
2014Summary only. Only limited summary data is available for this year.$1.28$0.00$0.01$0.00$0.01
2013Summary only. Only limited summary data is available for this year.$1.26$0.00$0.01$0.00$0.01
2012Summary only. Only limited summary data is available for this year.$1.25$0.00$0.02$0.01$0.00
2011Summary only. Only limited summary data is available for this year.$1.25$0.00$0.22$2.12$1.90