Civic Intelligence

Attorneys for Family-Held Enterprises

EIN 86-0773449 • 501(c)6 • Mount Laurel, NJ

Profile

Be the leading resource for the on-going advancement, collaboration and education of practicing attorneys and other professionals who provide multi-disciplinary counsel to family-held enterprises

PO Box 518Mount Laurel, NJ 08054

afhe.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

80th percentile

0.18x

Higher debt load relative to assets than 80% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

73rd percentile

0.06x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

48th percentile

-0.0%

Higher net margin than 48% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

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.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

67th percentile

8.1%

Faster asset growth than 67% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

56th percentile

2.8%

Faster revenue growth than 56% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$60,213

Up $4,534 (+8.1%) from 2024

Liabilities

Up

$10,550

Up $485 (+4.8%) from 2024

Net Assets

Up

$49,663

Up $4,049 (+8.9%) from 2024

Operations
Liabilities / Revenue73rd percentileNet Margin48th percentile

Revenue

Up

$173,732

Up $4,763 (+2.8%) from 2024

Expenses

Up

$173,804

Up $17,000 (+11%) from 2024

Net Income

Down

-$72

Down $12,237 (-101%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0-$50KAssets 2010: $12,800Liabilities 2010: $20,390Net Assets 2010: -$7,5902010Assets 2011: $45,508Liabilities 2011: $16,119Net Assets 2011: $29,3892011Assets 2012: $61,738Liabilities 2012: $3,834Net Assets 2012: $57,9042012Assets 2013: $87,489Liabilities 2013: $38,317Net Assets 2013: $49,1722013Assets 2014: $61,880Liabilities 2014: $1,117Net Assets 2014: $60,7632014Assets 2015: $107,232Liabilities 2015: $54,130Net Assets 2015: $53,1022015Assets 2016: $66,498Liabilities 2016: $31,507Net Assets 2016: $34,9912016Assets 2017: $29,714Liabilities 2017: $0Net Assets 2017: $29,7142017Assets 2018: $9,349Liabilities 2018: $28,060Net Assets 2018: -$18,7112018Assets 2019: $26,531Liabilities 2019: $11,760Net Assets 2019: $14,7712019Assets 2020: $37,762Liabilities 2020: $16,975Net Assets 2020: $20,7872020Assets 2021: $55,671Liabilities 2021: $30,660Net Assets 2021: $25,0112021Assets 2022: $43,805Liabilities 2022: $30,590Net Assets 2022: $13,2152022Assets 2023: $42,871Liabilities 2023: $14,185Net Assets 2023: $28,6862023Assets 2024: $55,679Liabilities 2024: $10,065Net Assets 2024: $45,6142024Assets 2025: $60,213Liabilities 2025: $10,550Net Assets 2025: $49,6632025

Highlighted filing

2025

Assets$60,213
Liabilities$10,550
Net Assets$49,663
Open 2025 Filing

Operations Trend

Revenue Growth56th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2010: $106,031Expenses 2010: $114,414Net Income 2010: -$8,3832010Revenue 2011: $122,156Expenses 2011: $85,177Net Income 2011: $36,9792011Revenue 2012: $139,772Expenses 2012: $111,257Net Income 2012: $28,5152012Revenue 2013: $107,322Expenses 2013: $116,054Net Income 2013: -$8,7322013Revenue 2014: $169,514Expenses 2014: $157,923Net Income 2014: $11,5912014Revenue 2015: $216,770Expenses 2015: $224,431Net Income 2015: -$7,6612015Revenue 2016: $221,794Expenses 2016: $239,905Net Income 2016: -$18,1112016Revenue 2017: $196,615Expenses 2017: $201,892Net Income 2017: -$5,2772017Revenue 2018: $100,128Expenses 2018: $148,553Net Income 2018: -$48,4252018Revenue 2019: $184,523Expenses 2019: $151,041Net Income 2019: $33,4822019Revenue 2020: $81,821Expenses 2020: $75,805Net Income 2020: $6,0162020Revenue 2021: $119,156Expenses 2021: $114,932Net Income 2021: $4,2242021Revenue 2022: $140,192Expenses 2022: $151,988Net Income 2022: -$11,7962022Revenue 2023: $175,892Expenses 2023: $164,415Net Income 2023: $11,4772023Revenue 2024: $168,969Expenses 2024: $156,804Net Income 2024: $12,1652024Revenue 2025: $173,732Expenses 2025: $173,804Net Income 2025: -$722025

Highlighted filing

2025

Revenue$173,732
Expenses$173,804
Net Income-$72
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,213
Liabilities
$10,550
Net assets
$49,663
Revenue
$173,732
Expenses
$173,804
Net income
-$72
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.60$0.11$0.50$1.74$1.74$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.56$0.10$0.46$1.69$1.57$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.43$0.14$0.29$1.76$1.64$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.44$0.31$0.13$1.40$1.52$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.56$0.31$0.25$1.19$1.15$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.38$0.17$0.21$0.82$0.76$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.27$0.12$0.15$1.85$1.51$0.33
2018Detailed filing. Detailed filing data is available for this year.$0.09$0.28$0.19$1.00$1.49$0.48
2017Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$1.97$2.02$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.66$0.32$0.35$2.22$2.40$0.18
2015Detailed filing. Detailed filing data is available for this year.$1.07$0.54$0.53$2.17$2.24$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.62$0.01$0.61$1.70$1.58$0.12
2013Detailed filing. Detailed filing data is available for this year.$0.87$0.38$0.49$1.07$1.16$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.04$0.58$1.40$1.11$0.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.16$0.29$1.22$0.85$0.37
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.20$0.08$1.06$1.14$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 2, 2026
Return Version
2025v4.0
Gross Receipts
$173,732
Mission and Program Overview

Mission

Be the leading resource for the on-going advancement, collaboration and education of practicing attorneys and other professionals who provide multi-disciplinary counsel to family-held enterprises

Program Services

DescriptionGrantsExpenses
AFHE HOSTS TWO CONFERENCES A YEAR (AN ANNUAL CONFERENCE IN THE SPRING AND A MID-YEAR CONFERENCE IN THE FALL) PROVIDING MEMBERS AND OTHER ATTENDEES WITH CONTINUING LEGAL EDUCATION.$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA WARTNERPresidentPT$0--
DAVID W BURLEIGHVice President-$0--
EMMANUEL FOURNARISTreasurer-$0--
MICHAEL WHITTYSecretary-$0--
PETER DOUGHERTYDirector-$0--
BRADLEY FISHERDirector-$0--
MICHAEL HAWTHORNEDirector-$0--
KENNETH NEMECDirector-$0--
CATHERINE OLSIAKDirector-$0--
DENASHA SCOTTDirector-$0--
MARC SHERIDANDirector-$0--
DENISE DOWNINGExecutive DirectorPT$0--
Political and Lobbying Activity
In-house lobbying only
Yes
Filing and Contact Details

Filer

Filer Name
Attorneys for Family-held Enterprises
EIN
86-0773449
Phone
2015912343
Address
PO BOX 518, MOUNT LAUREL, NJ 08054

Signing Officer

Name
Denise Downing
Title
Executive Director
Phone
2015912343
Signed
2026-02-02
Discuss with paid preparer
Yes

Preparer

Firm
Selden Fox Ltd
Address
ONE PARKVIEW PLAZA SUITE 710, OAKBROOK TERRACE, IL 60181
Preparer
Robert G Wujek
Phone
6309541400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest & dividends. Amount: 312.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank & credit card fees. Amount: 5,598. Description: conference facilities. Amount: 84,036. Description: dues & subscriptions. Amount: 7,000. Description: insurance. Amount: 3,893. Description: travel. Amount: 3,686. Description: website & technology. Amount: 3,010. Description: other. Amount: 467. Total to form 990-ez, line 16: 107,690.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gain on investments. Amount: 4,121.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: deferred revenue. Beg. Of year amount: 10,065. End of year amount: 10,550.”

Raw XML Appendix166 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum08562340330
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01 HALTER COURT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MOUNT LAUREL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd008054
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAURA WARTNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID W BURLEIGH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MARC SHERIDAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11DENISE DOWNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt04121
IRS990EZ/OtherExpensesTotalAmt0107690
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IRS990EZ/PrimaryExemptPurposeTxt0BE THE LEADING RESOURCE FOR THE ON-GOING ADVANCEMENT, COLLABORATION AND EDUCATION OF PRACTICING ATTORNEYS AND OTHER PROFESSIONALS WHO PROVIDE MULTI-DISCIPLINARY COUNSEL TO FAMILY-HELD ENTERPRISES
IRS990EZ/PrintingPublicationsPostageAmt0685
IRS990EZ/ProgramServiceRevenueAmt099500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0AFHE HOSTS TWO CONFERENCES A YEAR (AN ANNUAL CONFERENCE IN THE SPRING AND A MID-YEAR CONFERENCE IN THE FALL) PROVIDING MEMBERS AND OTHER ATTENDEES WITH CONTINUING LEGAL EDUCATION.
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IRS990EZ/TotalRevenueAmt0173732
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IRS990EZ/WebsiteAddressTxt0AFHE.COM
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST & DIVIDENDS. AMOUNT: 312.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK & CREDIT CARD FEES. AMOUNT: 5,598. DESCRIPTION: CONFERENCE FACILITIES. AMOUNT: 84,036. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 7,000. DESCRIPTION: INSURANCE. AMOUNT: 3,893. DESCRIPTION: TRAVEL. AMOUNT: 3,686. DESCRIPTION: WEBSITE & TECHNOLOGY. AMOUNT: 3,010. DESCRIPTION: OTHER. AMOUNT: 467. TOTAL TO FORM 990-EZ, LINE 16: 107,690.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAIN ON INVESTMENTS. AMOUNT: 4,121.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 10,065. END OF YEAR AMOUNT: 10,550.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DENISE DOWNING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02015912343
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ATTORNEYS FOR FAMILY-HELD ENTERPRISES
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ReturnHeader/Filer/EIN0860773449
ReturnHeader/Filer/PhoneNum02015912343
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ReturnHeader/PreparerPersonGrp/PhoneNum06309541400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT G WUJEK
ReturnHeader/ReturnTs02026-02-03T10:37:19-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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