Civic Intelligence

Aldrich Foundation

990PF • Fiscal year 2021 • EIN 87-3136736

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 01, 2022

Organization Profile
c/o caroline blake - 67 OLD GLEN RDMorristown, NJ 07960

(201) 874-1257

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Higher debt load relative to assets than 49% of similar nonprofits.

2021 filings • NTEE T • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

46th percentile

0.00x

Higher debt load relative to revenue than 46% of similar nonprofits.

2021 filings • NTEE T • $25M-$50M nonprofits • Source year 2021

Net Margin

98th percentile

100%

Higher net margin than 98% of similar nonprofits.

2021 filings • NTEE T • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

2021 filings • NTEE T • $25M-$50M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets49th percentile

Assets

$29,955,647

No earlier filing loaded for comparison.

Net Assets

$29,955,647

No earlier filing loaded for comparison.

Liabilities

$1

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin98th percentile

Revenue

$30,000,147

No earlier filing loaded for comparison.

Expenses

$44,500

No earlier filing loaded for comparison.

Net Income

$29,955,647

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30M$20M$10M$0Assets 2021: $29,955,647Liabilities 2021: $1Net Assets 2021: $29,955,6472021Assets 2022: $27,074,475Liabilities 2022: $1Net Assets 2022: $27,074,4752022Assets 2023: $28,301,870Liabilities 2023: $1Net Assets 2023: $28,301,8702023Assets 2024: $25,872,068Liabilities 2024: $0Net Assets 2024: $25,872,0682024

Highlighted filing

2021

Assets$29,955,647
Liabilities$1
Net Assets$29,955,647
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40M$30M$20M$10M$0-$10MRevenue 2021: $30,000,147Expenses 2021: $44,500Net Income 2021: $29,955,6472021Revenue 2022: $186,599Expenses 2022: $2,509,860Net Income 2022: -$2,323,2612022Revenue 2023: $867,924Expenses 2023: $1,432,692Net Income 2023: -$564,7682023Revenue 2024: $1,044,368Expenses 2024: $4,963,084Net Income 2024: -$3,918,7162024

Highlighted filing

2021

Revenue$30,000,147
Expenses$44,500
Net Income$29,955,647
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 1, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christine O GreeneSec, Treas, Director-$0--
William A Greene IIIDir, Pres-$0--
Filing and Contact Details

Filer

Filer Name
Aldrich Foundation
EIN
87-3136736
In Care Of
% CAROLINE BLAKE
Phone
2018741257
Address
c/o caroline blake - 67 OLD GLEN RD, MORRISTOWN, NJ 07960

Signing Officer

Name
Christine O Greene
Title
Secretary
Phone
2018741257
Signed
2022-10-01
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix227 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/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt079750
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Sec, Treas, Dir
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0c/o caroline blake - 67 OLD GLEN RD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MORRISTOWN
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CAROLINE BLAKE
IRS990PF/StatementsRegardingActyGrp/PhoneNum02018741257
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Christine O Greene
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1William A Greene III
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NEW COVENANT COMMUNITY CHURCH OF SOMERS POINT INC
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IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012889
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Greene III William A
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01735 Valley Lane
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Chester Springs
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
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SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Greene III William A
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1Greene Christine O
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt01735 Valley Lane
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt11735 Valley Lane
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Christine O Greene
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum02018741257
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Aldrich Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ALDR
ReturnHeader/Filer/EIN0873136736
ReturnHeader/Filer/InCareOfNm0% CAROLINE BLAKE
ReturnHeader/Filer/PhoneNum02018741257
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o caroline blake - 67 OLD GLEN RD
ReturnHeader/Filer/USAddress/CityNm0MORRISTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007960
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02022-11-15T10:57:08-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Christine O
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Greene
ReturnHeader/TaxPeriodBeginDt02021-10-13
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,955,647
Liabilities
$1
Net assets
$29,955,647
Revenue
$30,000,147
Expenses
$44,500
Net income
$29,955,647
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$25.9$0.00$25.9$1.04$4.96$3.92
2023Detailed filing. Detailed filing data is available for this year.$28.3$0.00$28.3$0.87$1.43$0.56
2022Detailed filing. Detailed filing data is available for this year.$27.1$0.00$27.1$0.19$2.51$2.32
2021Detailed filing. Detailed filing data is available for this year.$30.0$0.00$30.0$30.0$0.04$30.0