Civic Intelligence

Aitken-Davies Foundation

990PF • Fiscal year 2019 • EIN 81-4757835

Dec 01, 2018 to Nov 30, 2019 • Filed on Aug 25, 2020

Organization Profile
300 Pretty Brook RoadPrinceton, NJ 08540

(203) 655-2800

Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

82nd percentile

0.00x

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

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Net Margin

86th percentile

80%

Higher net margin than 86% of similar nonprofits.

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Asset Growth

96th percentile

87%

Faster asset growth than 96% of similar nonprofits.

2019 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

100th percentile

21883%

Faster revenue growth than 100% of similar nonprofits.

2019 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$1,787,541

Up $830,842 (+87%) from 2018

Net Assets

Up

$1,787,541

Up $830,842 (+87%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin86th percentile

Revenue

Up

$1,033,842

Up $1,029,139 (+21883%) from 2018

Expenses

Up

$203,000

Up $152,959 (+306%) from 2018

Net Income

Up

$830,842

Up $876,180 (+1933%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2017: $1,002,037Liabilities 2017: $0Net Assets 2017: $1,002,0372017Assets 2018: $956,699Liabilities 2018: $0Net Assets 2018: $956,6992018Assets 2019: $1,787,541Liabilities 2019: $0Net Assets 2019: $1,787,5412019Assets 2020: $1,796,636Liabilities 2020: $0Net Assets 2020: $1,796,6362020Assets 2021: $1,829,953Liabilities 2021: $0Net Assets 2021: $1,829,9532021Assets 2022: $3,626,642Liabilities 2022: $0Net Assets 2022: $3,626,6422022Assets 2023: $3,622,561Liabilities 2023: $0Net Assets 2023: $3,622,5612023Assets 2024: $3,867,792Liabilities 2024: $0Net Assets 2024: $3,867,7922024

Highlighted filing

2019

Assets$1,787,541
Liabilities$0
Net Assets$1,787,541
Open 2019 Filing

Operations Trend

Revenue Growth100th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $1,002,037Expenses 2017: $0Net Income 2017: $1,002,0372017Revenue 2018: $4,703Expenses 2018: $50,041Net Income 2018: -$45,3382018Revenue 2019: $1,033,842Expenses 2019: $203,000Net Income 2019: $830,8422019Revenue 2020: $212,245Expenses 2020: $203,150Net Income 2020: $9,0952020Revenue 2021: $501,850Expenses 2021: $468,533Net Income 2021: $33,3172021Revenue 2022: $2,024,189Expenses 2022: $227,500Net Income 2022: $1,796,6892022Revenue 2023: $338,819Expenses 2023: $342,900Net Income 2023: -$4,0812023Revenue 2024: $310,404Expenses 2024: $65,173Net Income 2024: $245,2312024

Highlighted filing

2019

Revenue$1,033,842
Expenses$203,000
Net Income$830,842
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
Aug 25, 2020
Return Version
2018v3.2
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE E AITKEN-DAVIESCo-PresidentPT$0--
ASHLEY E AITKEN-DAVIESCo-PresidentPT$0--
WILLIAM J AITKEN-DAVIESTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Aitken-davies Foundation
EIN
81-4757835
Phone
2036552800
Address
300 PRETTY BROOK ROAD, PRINCETON, NJ 08540

Signing Officer

Name
George E Aitken-davies
Title
Co-president
Phone
2036552800
Signed
2020-08-25
Discuss with paid preparer
Yes

Preparer

Firm
Walter Berlingo & Co
Address
280 TOKENEKE ROAD PO BOX 4080, DARIEN, CT 06820
Preparer
Michael Berlingo CPA
Phone
2036552800
Raw XML Appendix312 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/RecipientBusinessName/BusinessNameLine1Txt0THE CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03401 CIVIC CENTER BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019104
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0800000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0200000
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/AppliedToCurrentYearAmt090145
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt047407
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt090145
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt065448
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt065448
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0203000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt065448
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt065448
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt047407
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GEORGE E AND ASHLEY E AITKENS-DAVIE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0300 PRETTY BROOK ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PRINCETON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NJ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd008540
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0GEORGE E AITKEN-DAVIES
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0300 PRETTY BROOK ROAD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0PRINCETON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NJ
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd008540
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE E AITKEN-DAVIES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02036552800
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AITKEN-DAVIES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AITK
ReturnHeader/Filer/EIN0814757835
ReturnHeader/Filer/PhoneNum02036552800
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 PRETTY BROOK ROAD
ReturnHeader/Filer/USAddress/CityNm0PRINCETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008540
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BEFC222AA0B32284F27EC0D619575674E6496ED8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02D4E3105B729E00419F4B374D46F446145C0D155
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.57.83.34
ReturnHeader/FilingSecurityInformation/IPDt02020-08-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:38:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060947821
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALTER BERLINGO & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0280 TOKENEKE ROAD PO BOX 4080
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DARIEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006820
ReturnHeader/PreparerPersonGrp/PhoneNum02036552800
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL BERLINGO CPA
ReturnHeader/ReturnTs02020-08-28T10:29:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-12-01
ReturnHeader/TaxPeriodEndDt02019-11-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,787,541
Liabilities
$0
Net assets
$1,787,541
Revenue
$1,033,842
Expenses
$203,000
Net income
$830,842
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.31$0.07$0.25
2023Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.34$0.34$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$2.02$0.23$1.80
2021Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.50$0.47$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.21$0.20$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$1.03$0.20$0.83
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.00$0.05$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$1.00$0.00$1.00