Civic Intelligence

The Cleo Fund

990 • Fiscal year 2015 • EIN 01-0361574

Apr 01, 2014 to Mar 31, 2015 • Filed on Sep 21, 2015

Organization ProfileN/A
P O Box 43West Kennebunk, ME 04094

(207) 985-3244

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

31st percentile

0.01x

Higher debt load relative to revenue than 31% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

52nd percentile

3.9%

Higher net margin than 52% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

48th percentile

0.4%

Faster asset growth than 48% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

1st percentile

-83%

Faster revenue growth than 1% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$596,223

Up $2,614 (+0.4%) from 2014

Net Assets

Up

$595,891

Up $2,410 (+0.4%) from 2014

Liabilities

Up

$332

Up $204 (+159%) from 2014

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin52nd percentile

Revenue

Down

$61,886

Down $308,310 (-83%) from 2014

Expenses

Up

$59,476

Up $44,241 (+290%) from 2014

Net Income

Down

$2,410

Down $352,551 (-99%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $196,094Liabilities 2010: $0Net Assets 2010: $196,0942010Assets 2011: $209,667Liabilities 2011: $0Net Assets 2011: $209,6672011Assets 2012: $210,544Liabilities 2012: $0Net Assets 2012: $210,5442012Assets 2013: $237,087Liabilities 2013: $92Net Assets 2013: $236,9952013Assets 2014: $593,609Liabilities 2014: $128Net Assets 2014: $593,4812014Assets 2015: $596,223Liabilities 2015: $332Net Assets 2015: $595,8912015Assets 2016: $1,605,517Liabilities 2016: $16,971Net Assets 2016: $1,588,5462016

Highlighted filing

2015

Assets$596,223
Liabilities$332
Net Assets$595,891
Open 2015 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $20,2092010Revenue 2011: $43,483Expenses 2011: $29,910Net Income 2011: $13,5732011Expenses 2012: $46,3222012Revenue 2013: $57,745Expenses 2013: $58,653Net Income 2013: -$9082013Revenue 2014: $370,196Expenses 2014: $15,235Net Income 2014: $354,9612014Revenue 2015: $61,886Expenses 2015: $59,476Net Income 2015: $2,4102015Revenue 2016: $1,305,749Expenses 2016: $309,722Net Income 2016: $996,0272016

Highlighted filing

2015

Revenue$61,886
Expenses$59,476
Net Income$2,410
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2014 to Mar 31, 2015
Signed
Sep 21, 2015
Return Version
2014v5.0
Gross Receipts
$197,162
Mission and Program Overview

Mission

The organization's mission is to prevent cruelty to unwanted animals by preventing the overbreeding of cats and dogs which might otherwise die of starvation, disease or injury or might suffer a life of abuse and neglect and to aid pet owners who desire to spay or neuter their pets but cannnot otherwise afford the cost.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$215,958$544,180▲ $328,222
Cash and Non-Interest-Bearing Accounts$12,158$52,043▲ $39,885
Total Assets$593,609$596,223▲ $2,614
Other Assets Total$365,493$0▼ $365,493
Liabilities
Accounts Payable and Accrued Expenses$128$332▲ $204
Total Liabilities$128$332▲ $204
Net Assets / Fund Balance
Unrestricted Net Assets$593,481$588,691▼ $4,790
Temporarily Rstr Net Assets$0$7,200▲ $7,200
Total Net Assets Fund Balance$593,481$595,891▲ $2,410
Total Liabilities and Net Assets / Fund Balance$593,609$596,223▲ $2,614
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
John CavarettaPresident
John RhoadesVice President
Abigail SmithExecutive Director (current)
Steven JacobsenExecutive Director (former)
Sharon SecovichExecutive Director (interim)
Sam BishopTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$15,711
Program Service Revenue
$0
Investment Income
$38,211
Other Revenue
$7,964
All Other Contributions
$15,711
Change in Net Assets
$2,410

Audited Revenue Reconciliation

Revenue per Audited Statements
$61,886
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$61,886
Total Revenue per Form 990
$61,886
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$54,500
Other Expenses$4,976
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$54,500--$54,500
Fees for Service Investment Mgmnt Fees-$4,824-$4,824
Other Expenses-$152-$152
Total Functional Expenses$54,500$4,976$0$59,476

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$59,476
Total Expenses per Audited Statements$59,476
Total Expenses per Form 990$59,476
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Animal Welfare Society IncWest Kennebunk, ME501(c)(3)Unrestricted Donation$54,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“No committes with authority to act on behalf of the board exist, as such no minutes of subcommittes have been recorded.”

Form 990, Part VI, Section B, Line 11

“The form 990 is reviewed by the president of the board of directors and is made available to all members of the board for review.”

Form 990, Part VI, Section B, Line 12C

“The executive director oversees all financial and business transactions and monitors compliance with the policy.”

Form 990, Part VI, Section C, Line 19

“Form 990 is made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Cleo Fund
EIN
01-0361574
Phone
2079853244
Address
P O BOX 43, WEST KENNEBUNK, ME 04094

Signing Officer

Name
Katie Graczyk
Title
Co-treasurer
Phone
2079853244
Signed
2015-09-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katie Graczyk
Formed
1978
Legal Domicile
Me
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
10

Preparer

Firm
Cummings Lamont & Mcnamee Pa
Address
ONE NEW HAMPSHIRE AVENUE SUITE 230, PORTSMOUTH, NH 03801
Preparer
Derrick Emery CPA
Phone
6034306200
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The federal returns of organization exempt from income tax of the organization is subject to examination generally for three years after they are filed. The organization does not believe that there are any uncertain tax positions taken in preparation of the returns that would impact the financial statements.”

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FEDERAL RETURNS OF ORGANIZATION EXEMPT FROM INCOME TAX OF THE ORGANIZATION IS SUBJECT TO EXAMINATION GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. THE ORGANIZATION DOES NOT BELIEVE THAT THERE ARE ANY UNCERTAIN TAX POSITIONS TAKEN IN PREPARATION OF THE RETURNS THAT WOULD IMPACT THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt059476
IRS990ScheduleD/TotalRevenuePerForm990Amt061886
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt061886
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt059476
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt054500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0UNRESTRICTED DONATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ANIMAL WELFARE SOCIETY INC
IRS990ScheduleI/RecipientTable/RecipientEIN0237018176
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 43
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WEST KENNEBUNK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0ME
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd004094
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0CASH VALUE
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO COMMITTES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD EXIST, AS SUCH NO MINUTES OF SUBCOMMITTES HAVE BEEN RECORDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE PRESIDENT OF THE BOARD OF DIRECTORS AND IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR OVERSEES ALL FINANCIAL AND BUSINESS TRANSACTIONS AND MONITORS COMPLIANCE WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ANIMAL WELFARE SOCIETY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237018176
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0ME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE HUMANE SHELTER AND CARE TO ANIMALS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 43
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WEST KENNEBUNK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0ME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd004094
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt07200
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0593609
IRS990/TotalAssetsEOYAmt0596223
IRS990/TotalAssetsGrp/BOYAmt0593609
IRS990/TotalAssetsGrp/EOYAmt0596223
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt015711
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04976
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt054500
IRS990/TotalFunctionalExpensesGrp/TotalAmt059476
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0128
IRS990/TotalLiabilitiesEOYAmt0332
IRS990/TotalLiabilitiesGrp/BOYAmt0128
IRS990/TotalLiabilitiesGrp/EOYAmt0332
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0593481
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0595891
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt054500
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt038211
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07964
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt061886
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0593609
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0596223
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0593481
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0588691
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0P O BOX 43
IRS990/USAddress/CityNm0WEST KENNEBUNK
IRS990/USAddress/StateAbbreviationCd0ME
IRS990/USAddress/ZIPCd004094
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE GRACZYK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02079853244
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CLEO FUND
ReturnHeader/Filer/BusinessNameControlTxt0CLEO
ReturnHeader/Filer/EIN0010361574
ReturnHeader/Filer/PhoneNum02079853244
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 43
ReturnHeader/Filer/USAddress/CityNm0WEST KENNEBUNK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004094
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010372413
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CUMMINGS LAMONT & MCNAMEE PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE NEW HAMPSHIRE AVENUE SUITE 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTSMOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003801
ReturnHeader/PreparerPersonGrp/PhoneNum06034306200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DERRICK EMERY CPA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$596,223
Liabilities
$332
Net assets
$595,891
Revenue
$61,886
Expenses
$59,476
Net income
$2,410
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$1.61$0.02$1.59$1.31$0.31$1.00
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.06$0.06$0.00
2014Summary only. Only limited summary data is available for this year.$0.59$0.00$0.59$0.37$0.02$0.35
2013Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.06$0.06$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.00$0.21$0.05
2011Summary only. Only limited summary data is available for this year.$0.21$0.00$0.21$0.04$0.03$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.00$0.20$0.02