Civic Intelligence

Coach Sams Inner Circle Foundation

990 • Fiscal year 2023 • EIN 01-0927220

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 02, 2024

23715 Mercantile Rd Ste 217ABeachwood, OH 44122

(216) 223-3020

Siviq Scores

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

Liabilities / Assets

66th percentile

0.08x

Higher debt load relative to assets than 66% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.08x

Higher debt load relative to revenue than 66% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

70th percentile

17%

Higher net margin than 70% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

68th percentile

$50,231

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 12.3% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

82nd percentile

32%

Faster asset growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

74th percentile

34%

Faster revenue growth than 74% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$398,121

Up $95,684 (+32%) from 2022

Net Assets

Up

$364,452

Up $68,568 (+23%) from 2022

Liabilities

Up

$33,669

Up $27,116 (+414%) from 2022

Revenue

Up

$407,712

Up $102,701 (+34%) from 2022

Expenses

Up

$339,144

Up $72,694 (+27%) from 2022

Net Income

Up

$68,568

Up $30,007 (+78%) from 2022

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $46,837Liabilities 2011: $0Net Assets 2011: $46,8372011Assets 2012: $65,854Liabilities 2012: $14,976Net Assets 2012: $50,8782012Assets 2013: $105,309Liabilities 2013: $26,044Net Assets 2013: $79,2652013Assets 2014: $72,903Liabilities 2014: $3,751Net Assets 2014: $69,1522014Assets 2015: $35,203Liabilities 2015: $1,750Net Assets 2015: $33,4532015Assets 2016: $72,441Liabilities 2016: $4,050Net Assets 2016: $68,3912016Assets 2017: $93,835Liabilities 2017: $9,457Net Assets 2017: $84,3782017Assets 2018: $164,729Liabilities 2018: $8,896Net Assets 2018: $155,8332018Assets 2019: $214,893Liabilities 2019: $6,220Net Assets 2019: $208,6732019Assets 2020: $236,080Liabilities 2020: $25,335Net Assets 2020: $210,7452020Assets 2021: $276,223Liabilities 2021: $18,900Net Assets 2021: $257,3232021Assets 2022: $302,437Liabilities 2022: $6,553Net Assets 2022: $295,8842022Assets 2023: $398,121Liabilities 2023: $33,669Net Assets 2023: $364,4522023Assets 2024: $150,128Liabilities 2024: $20,096Net Assets 2024: $130,0322024Assets 2025: $44,691Liabilities 2025: $3,502Net Assets 2025: $41,1892025

Highlighted filing

2023

Assets$398,121
Liabilities$33,669
Net Assets$364,452

Operations Trend

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $76,527Expenses 2011: $66,385Net Income 2011: $10,1422011Revenue 2012: $120,107Expenses 2012: $124,308Net Income 2012: -$4,2012012Revenue 2013: $148,701Expenses 2013: $118,714Net Income 2013: $29,9872013Revenue 2014: $164,137Expenses 2014: $172,403Net Income 2014: -$8,2662014Revenue 2015: $116,067Expenses 2015: $151,766Net Income 2015: -$35,6992015Revenue 2016: $158,730Expenses 2016: $123,792Net Income 2016: $34,9382016Revenue 2017: $156,628Expenses 2017: $140,641Net Income 2017: $15,9872017Revenue 2018: $246,905Expenses 2018: $175,450Net Income 2018: $71,4552018Revenue 2019: $274,348Expenses 2019: $221,508Net Income 2019: $52,8402019Revenue 2020: $122,916Expenses 2020: $120,844Net Income 2020: $2,0722020Revenue 2021: $307,587Expenses 2021: $261,009Net Income 2021: $46,5782021Revenue 2022: $305,011Expenses 2022: $266,450Net Income 2022: $38,5612022Revenue 2023: $407,712Expenses 2023: $339,144Net Income 2023: $68,5682023Revenue 2024: $269,852Expenses 2024: $504,272Net Income 2024: -$234,4202024Revenue 2025: $194,583Expenses 2025: $283,426Net Income 2025: -$88,8432025

Highlighted filing

2023

Revenue$407,712
Expenses$339,144
Net Income$68,568
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 2, 2024
Return Version
2022v5.0
Gross Receipts
$508,972
Mission and Program Overview

Mission

Coach sam's innercircle foundation's mission is to provide intensive literacy intervention integrated with health & fitness, and personal development through after-school programming in at-risk communities to develop the whole child.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$228,227$293,304▲ $65,077
Cash and Non-Interest-Bearing Accounts$63,520$70,217▲ $6,697
Accounts Receivable$10,300$34,300▲ $24,000
Prepaid Expenses and Deferred Charges$90--
Total Assets$302,437$398,121▲ $95,684
Other Assets Total$300$300→ $0
Liabilities
Accounts Payable and Accrued Expenses$6,553$33,669▲ $27,116
Total Liabilities$6,553$33,669▲ $27,116
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$295,884$364,452▲ $68,568
Total Net Assets Fund Balance$295,884$364,452▲ $68,568
Total Liabilities and Net Assets / Fund Balance$302,437$398,121▲ $95,684
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Ori AkrishFrmr Exec DiFT$50,231$50,231
Mara ShibleyExecutive DiFT$27,052$27,052

Board Members and Trustees

NameTitle
Sam RutiglianoChair
Greg DostalPresident
Anna GreenfieldDirector
Barb BrownDirector
Brian AkersDirector
Bruce JonesDirector
Douglas StalterDirector
Dr Linda BradleyDirector
Helene GelbDirector
Matthew HoggDirector
Michelle RybDirector
Shawn KennedyDirector
William Manson EsqDirector
Lisa ZielinskiSecretary
Gregory HubbellTreasurer
Nicholas PettyVP Academic
Kerry RutiglianoVP Business
Aaron Buloff EsqVP Complianc
Cliff WatsonVP Governanc
Revenue and Support

Revenue Composition

Contributions and Grants
$342,485
Program Service Revenue
$62,619
Investment Income
$84
Other Revenue
$2,524
All Other Contributions
$141,454
Change in Net Assets
$68,568
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$216,616
Salaries, Compensation, and Employee Benefits$122,528
Total Fundraising Expense$11,178
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$60,349$6,706-$67,055
Other Salaries and Wages$46,408--$46,408
All Other Expenses$8,452$3,750$9,604$21,806
Other Expenses$21,059$23,640-$21,059
Occupancy$14,867--$14,867
Fees for Services Accounting-$13,463-$13,463
Office Expenses$6,439$2,956$520$9,915
Payroll Taxes$7,714$351-$8,065
Advertising$5,613-$1,054$6,667
Travel$3,092--$3,092
Information Technology$1,208$1,096-$2,304
Other Employee Benefits$1,000--$1,000
Insurance-$94-$94
Total Functional Expenses$275,910$52,056$11,178$339,144
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$101,260
Fundraising Gross Income$101,260
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Legends$176,000$73,834$46,394$27,440
Golf Outing$126,291$27,426$6,664$20,762
Total Events$302,291$101,260$101,260-
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
COACH SAM'S INNER CIRCLE FOUNDATION
EIN
01-0927220
Phone
2162233020
Address
23715 MERCANTILE RD STE 217A, BEACHWOOD, OH 44122
Doing Business As
COACH SAM'S SCHOLARS

Signing Officer

Name
Gregory Hubbell
Title
Treasurer
Phone
2162233020
Signed
2024-01-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sam Rutigliano
Formed
2009
Legal Domicile
Oh
Voting Board Members
19
Independent Board Members
19
Employees
3
Volunteers
35

Preparer

Firm
H & J Certified Public Accountants Inc
Address
7555 FREDLE DR STE 110, CONCORD, OH 44077
Preparer
Rolland B Standish
Phone
4409512997
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Coach sam's innercircle foundation's mission is to provide intensive literacy intervention integrated with health & fitness, and personal development through after-school programming in at-risk communities to develop the whole child.

Form 990, Page 2, Part III, Line 4A

July 1, 2022 to june 30, 2023 accomplishments: 1.new partnership with cmsd 2. New partnership with the centers 3. News article & partnership with almira 4. Top scholars' award to 2 almira students 5. Top scholars' & families honored @ legends event 6. +5 new program sites in january 2023 7. 5-week summer program @ harvey rice through partnership with the centers - piloted new program structure 8. Developed new program structure (block rotation schedule, ) 9. New structure rollout fall, 2023 @ 11 schools 10. New assessment tool rollout (stride academy) @ 11 schools 11. +2 new program sites in fall, 2023 (11 total) additional updates "met with alex leslie: afterschool partnerships for say yes (cmsd) oconnected css with the centers & established partnership "acquired 3 new schools (miles, harvey rice, louisa may alcott) "met with carol lockhart / executive director say yes to education - partnerships & wraparound prevention programs for cmsd "met with leo serrano / executive director office of institutional advancement (cmsd) "new cmsd ceo / superintendent dr. Warren morgan - took over for dr. Eric gordon in june 2023 odr. Morgan attended our legends event in may 2023, and he is in support of our programming and mission- follow up meeting with dr. Morgan is being pursued for later this fall. "cleveland playhouse is our partner this school year in 11 schools our school participation fees have been greatly reduced due to limited funding available - it was indicated by our partner that much of the earlier revenue from covid funding is now depleted they are paying us 1500.00 per semester per school " new program rotation schedule (piloted during summer program; rolled out to all sites during fall, 2023 program training) o30 min content blocks for literacy, personal development, fitness "lesson plans stored in google drive "7 returning schools "4 new schools "11 returning contractors "15 new contractors "additional resources (worksheets) for beginner, intermediate & advanced students on our website. Lesson plans are linked to our css library "bi - weekly pay for site coordinators / tutors initiated in jan.2023 "increased hourly pay for district teachers as an incentive to attract more teachers to our program "staffed each school with site coordinator and (2) tutors "health insurance benefits initiated for all salaried employees in april 2023 "added full a time office administrator "sponsored turkey drive with board members to provide over 150 turkeys to our scholars' families "produced professional promotional video highlighting our program and mission "distributed over 400 holiday gifts to css students through community toy drive with strongsville city school district "cohosted family engagement events at all our partner schools. Provided food, prizes, free books to start at home libraries for our scholars "monthly newsletter sent to all donors through monthly blitz "continued virtual tutoring component during 2022-23 school year "new board president appointed in jan.2023 "added (2) new board members onew vp of academic affairs onew vp of governance and administration "met with (2) additional school districts to highlight our program and mission to plant seeds for expansion to other neighboring districts outside of cmsd "increased all revenue from fundraising events "annual appeal increased by 51k over 2021 "legends event increased by 65k over 2022 "golf outing increased by 5k over 2022 retention bonus (aug. 2022) initiated staff appreciation functions (dec. 2022)

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IRS990/Desc0JULY 1, 2022 TO JUNE 30, 2023 ACCOMPLISHMENTS: 1.NEW PARTNERSHIP WITH CMSD 2. NEW PARTNERSHIP WITH THE CENTERS 3. NEWS ARTICLE & PARTNERSHIP WITH ALMIRA 4. TOP SCHOLARS' AWARD TO 2 ALMIRA STUDENTS 5. TOP SCHOLARS' & FAMILIES HONORED @ LEGENDS EVENT 6. +5 NEW PROGRAM SITES IN JANUARY 2023 7. 5-WEEK SUMMER PROGRAM @ HARVEY RICE THROUGH PARTNERSHIP WITH THE CENTERS - PILOTED NEW PROGRAM STRUCTURE 8. DEVELOPED NEW PROGRAM STRUCTURE (BLOCK ROTATION SCHEDULE, ) 9. NEW STRUCTURE ROLLOUT FALL, 2023 @ 11 SCHOOLS 10. NEW ASSESSMENT TOOL ROLLOUT (STRIDE ACADEMY) @ 11 SCHOOLS 11. +2 NEW PROGRAM SITES IN FALL, 2023 (11 TOTAL) ADDITIONAL UPDATES "MET WITH ALEX LESLIE: AFTERSCHOOL PARTNERSHIPS FOR SAY YES (CMSD) OCONNECTED CSS WITH THE CENTERS & ESTABLISHED PARTNERSHIP "ACQUIRED 3 NEW SCHOOLS (MILES, HARVEY RICE, LOUISA MAY ALCOTT) "MET WITH CAROL LOCKHART / EXECUTIVE DIRECTOR SAY YES TO EDUCATION - PARTNERSHIPS & WRAPAROUND PREVENTION PROGRAMS FOR CMSD "MET WITH LEO SERRANO / EXECUTIVE DIRECTOR OFFICE OF INSTITUTIONAL ADVANCEMENT (CMSD) "NEW CMSD CEO / SUPERINTENDENT DR. WARREN MORGAN - TOOK OVER FOR DR. ERIC GORDON IN JUNE 2023 ODR. MORGAN ATTENDED OUR LEGENDS EVENT IN MAY 2023, AND HE IS IN SUPPORT OF OUR PROGRAMMING AND MISSION- FOLLOW UP MEETING WITH DR. MORGAN IS BEING PURSUED FOR LATER THIS FALL. "CLEVELAND PLAYHOUSE IS OUR PARTNER THIS SCHOOL YEAR IN 11 SCHOOLS OUR SCHOOL PARTICIPATION FEES HAVE BEEN GREATLY REDUCED DUE TO LIMITED FUNDING AVAILABLE - IT WAS INDICATED BY OUR PARTNER THAT MUCH OF THE EARLIER REVENUE FROM COVID FUNDING IS NOW DEPLETED THEY ARE PAYING US 1500.00 PER SEMESTER PER SCHOOL " NEW PROGRAM ROTATION SCHEDULE (PILOTED DURING SUMMER PROGRAM; ROLLED OUT TO ALL SITES DURING FALL, 2023 PROGRAM TRAINING) O30 MIN CONTENT BLOCKS FOR LITERACY, PERSONAL DEVELOPMENT, FITNESS "LESSON PLANS STORED IN GOOGLE DRIVE "7 RETURNING SCHOOLS "4 NEW SCHOOLS "11 RETURNING CONTRACTORS "15 NEW CONTRACTORS "ADDITIONAL RESOURCES (WORKSHEETS) FOR BEGINNER, INTERMEDIATE & ADVANCED STUDENTS ON OUR WEBSITE. LESSON PLANS ARE LINKED TO OUR CSS LIBRARY "BI - WEEKLY PAY FOR SITE COORDINATORS / TUTORS INITIATED IN JAN.2023 "INCREASED HOURLY PAY FOR DISTRICT TEACHERS AS AN INCENTIVE TO ATTRACT MORE TEACHERS TO OUR PROGRAM "STAFFED EACH SCHOOL WITH SITE COORDINATOR AND (2) TUTORS "HEALTH INSURANCE BENEFITS INITIATED FOR ALL SALARIED EMPLOYEES IN APRIL 2023 "ADDED FULL A TIME OFFICE ADMINISTRATOR "SPONSORED TURKEY DRIVE WITH BOARD MEMBERS TO PROVIDE OVER 150 TURKEYS TO OUR SCHOLARS' FAMILIES "PRODUCED PROFESSIONAL PROMOTIONAL VIDEO HIGHLIGHTING OUR PROGRAM AND MISSION "DISTRIBUTED OVER 400 HOLIDAY GIFTS TO CSS STUDENTS THROUGH COMMUNITY TOY DRIVE WITH STRONGSVILLE CITY SCHOOL DISTRICT "COHOSTED FAMILY ENGAGEMENT EVENTS AT ALL OUR PARTNER SCHOOLS. PROVIDED FOOD, PRIZES, FREE BOOKS TO START AT HOME LIBRARIES FOR OUR SCHOLARS "MONTHLY NEWSLETTER SENT TO ALL DONORS THROUGH MONTHLY BLITZ "CONTINUED VIRTUAL TUTORING COMPONENT DURING 2022-23 SCHOOL YEAR "NEW BOARD PRESIDENT APPOINTED IN JAN.2023 "ADDED (2) NEW BOARD MEMBERS ONEW VP OF ACADEMIC AFFAIRS ONEW VP OF GOVERNANCE AND ADMINISTRATION "MET WITH (2) ADDITIONAL SCHOOL DISTRICTS TO HIGHLIGHT OUR PROGRAM AND MISSION TO PLANT SEEDS FOR EXPANSION TO OTHER NEIGHBORING DISTRICTS OUTSIDE OF CMSD "INCREASED ALL REVENUE FROM FUNDRAISING EVENTS "ANNUAL APPEAL INCREASED BY 51K OVER 2021 "LEGENDS EVENT INCREASED BY 65K OVER 2022 "GOLF OUTING INCREASED BY 5K OVER 2022 RETENTION BONUS (AUG. 2022) INITIATED STAFF APPRECIATION FUNCTIONS (DEC. 2022)
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IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
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IRS990ScheduleA/TotalSupportAmt01349206
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.45$0.04$0.41$1.95$2.83$0.89
2024Detailed filing. Detailed filing data is available for this year.$1.50$0.20$1.30$2.70$5.04$2.34
2023Detailed filing. Detailed filing data is available for this year.$3.98$0.34$3.64$4.08$3.39$0.69
2022Detailed filing. Detailed filing data is available for this year.$3.02$0.07$2.96$3.05$2.66$0.39
2021Detailed filing. Detailed filing data is available for this year.$2.76$0.19$2.57$3.08$2.61$0.47
2020Summary only. Only limited summary data is available for this year.$2.36$0.25$2.11$1.23$1.21$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.15$0.06$2.09$2.74$2.22$0.53
2018Detailed filing. Detailed filing data is available for this year.$1.65$0.09$1.56$2.47$1.75$0.71
2017Detailed filing. Detailed filing data is available for this year.$0.94$0.09$0.84$1.57$1.41$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.72$0.04$0.68$1.59$1.24$0.35
2015Detailed filing. Detailed filing data is available for this year.$0.35$0.02$0.33$1.16$1.52$0.36
2014Detailed filing. Detailed filing data is available for this year.$0.73$0.04$0.69$1.64$1.72$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.05$0.26$0.79$1.49$1.19$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.15$0.51$1.20$1.24$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.00$0.47$0.77$0.66$0.10