Civic Intelligence

Purpose Institute Inc.

990 • Fiscal year 2020 • EIN 04-3615764

Aug 01, 2019 to Jul 31, 2020 • Filed on Nov 03, 2020

PO Box 6433Canton, OH 44706

(800) 735-7956

Siviq Scores

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

Liabilities / Assets

65th percentile

0.02x

Higher debt load relative to assets than 65% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

59th percentile

0.01x

Higher debt load relative to revenue than 59% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

37th percentile

-1.8%

Higher net margin than 37% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

89th percentile

$39,649

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

27th percentile

-10%

Faster asset growth than 27% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

52nd percentile

-12%

Faster revenue growth than 52% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$113,029

Down $12,753 (-10%) from 2019

Net Assets

Down

$110,680

Down $8,016 (-6.8%) from 2019

Liabilities

Down

$2,349

Down $4,737 (-67%) from 2019

Revenue

Down

$455,946

Down $61,388 (-12%) from 2019

Expenses

Down

$463,961

Down $56,226 (-11%) from 2019

Net Income

Down

-$8,015

Down $5,162 (-181%) from 2019

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $80,755Liabilities 2011: $9,737Net Assets 2011: $71,0182011Assets 2012: $45,660Liabilities 2012: $7,390Net Assets 2012: $38,2702012Assets 2013: $80,281Liabilities 2013: $6,422Net Assets 2013: $73,8592013Assets 2014: $135,053Liabilities 2014: $20,521Net Assets 2014: $114,5322014Assets 2015: $180,797Liabilities 2015: $7,669Net Assets 2015: $173,1282015Assets 2016: $191,932Liabilities 2016: $3,877Net Assets 2016: $188,0552016Assets 2017: $172,112Liabilities 2017: $14,625Net Assets 2017: $157,4872017Assets 2018: $128,905Liabilities 2018: $7,356Net Assets 2018: $121,5492018Assets 2019: $125,782Liabilities 2019: $7,086Net Assets 2019: $118,6962019Assets 2020: $113,029Liabilities 2020: $2,349Net Assets 2020: $110,6802020Assets 2021: $151,826Liabilities 2021: $6,806Net Assets 2021: $145,0202021Assets 2022: $116,837Liabilities 2022: $2,325Net Assets 2022: $114,5122022Assets 2023: $100,850Liabilities 2023: $16,659Net Assets 2023: $84,1912023Assets 2024: $95,697Liabilities 2024: $9,877Net Assets 2024: $85,8202024Assets 2025: $55,943Liabilities 2025: $8,840Net Assets 2025: $47,1032025

Highlighted filing

2020

Assets$113,029
Liabilities$2,349
Net Assets$110,680

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $348,570Expenses 2011: $329,688Net Income 2011: $18,8822011Revenue 2012: $364,352Expenses 2012: $397,099Net Income 2012: -$32,7472012Revenue 2013: $406,248Expenses 2013: $370,659Net Income 2013: $35,5892013Revenue 2014: $503,241Expenses 2014: $462,568Net Income 2014: $40,6732014Revenue 2015: $520,290Expenses 2015: $465,864Net Income 2015: $54,4262015Revenue 2016: $480,342Expenses 2016: $465,415Net Income 2016: $14,9272016Revenue 2017: $504,530Expenses 2017: $535,098Net Income 2017: -$30,5682017Revenue 2018: $475,262Expenses 2018: $511,200Net Income 2018: -$35,9382018Revenue 2019: $517,334Expenses 2019: $520,187Net Income 2019: -$2,8532019Revenue 2020: $455,946Expenses 2020: $463,961Net Income 2020: -$8,0152020Revenue 2021: $410,282Expenses 2021: $375,942Net Income 2021: $34,3402021Revenue 2022: $405,096Expenses 2022: $435,604Net Income 2022: -$30,5082022Revenue 2023: $963,079Expenses 2023: $993,400Net Income 2023: -$30,3212023Revenue 2024: $859,530Expenses 2024: $857,901Net Income 2024: $1,6292024Revenue 2025: $907,937Expenses 2025: $946,654Net Income 2025: -$38,7172025

Highlighted filing

2020

Revenue$455,946
Expenses$463,961
Net Income-$8,015
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Nov 3, 2020
Return Version
2019v5.0
Gross Receipts
$455,946
Mission and Program Overview

Mission

Training in ministerial studies and leadership provided to pastors and ministers.

Training in ministerial studies and leadership provided to pastors and ministers

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$48,858$59,703▲ $10,845
Land, Buildings, and Equipment, Net$73,590$49,972▼ $23,618
Prepaid Expenses and Deferred Charges$3,334$3,354▲ $20
Total Assets$125,782$113,029▼ $12,753
Liabilities
Accounts Payable and Accrued Expenses$7,086$2,349▼ $4,737
Total Liabilities$7,086$2,349▼ $4,737
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$118,696$110,680▼ $8,016
Total Net Assets Fund Balance$118,696$110,680▼ $8,016
Total Liabilities and Net Assets / Fund Balance$125,782$113,029▼ $12,753

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$49,972$153,179$203,151
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Brian MichaelDirector of Campuses-$39,649$39,649
Finis Joe EllisPresidentPT$29,467$29,467
Dr James LittlesDirector of Academics-$11,374$11,374
Steve SchobertDirector of Operations-$8,584$8,584
Thomas EllisDirector of Marketing-$8,190$8,190

Board Members and Trustees

NameTitle
Diana ReedExecutive Board
George SzabolcsiExecutive Board
James LashleyExecutive Board
John PutnamExecutive Board
Sergey TomyevExecutive Board
Tim GaddyExecutive Board
Timothy LeeExecutive Board
Revenue and Support

Revenue Composition

Contributions and Grants
$1,000
Program Service Revenue
$454,546
Investment Income
$383
Other Revenue
$17
All Other Contributions
$1,000
Change in Net Assets
$-8,015
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$314,712
Salaries, Compensation, and Employee Benefits$149,249
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$179,081$1,485-$179,081
Current Officers, Directors, Trustees, and Key Employees$105,485--$105,485
Other Salaries and Wages-$39,449-$39,449
Advertising-$38,702-$38,702
Depreciation Depletion$18,626$12,417-$31,043
Conferences and Meetings-$25,064-$25,064
Office Expenses-$16,071-$16,071
All Other Expenses$113$5,015-$5,109
Fees for Services Accounting-$4,782-$4,782
Payroll Taxes-$4,315-$4,315
Insurance-$521-$521
Total Functional Expenses$311,593$152,387$0$463,961
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
Backup withholding compliance
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 2

Thomas Ellis is the son of Finis Ellis.

Part VI Line 8A

The Board of Trustees record minutes of each meeting

Part VI Line 8A

held throughout the year.

Part VI Line 8B

All meetings held are documented.

Part VI Line 10B

See Schedule O

Part VI Line 11B

CPA prepares the form 990 and board members may review

Part VI Line 11B

upon request.

Part VI Line 15A or B

All officer compensation is determined by the board of trustees.

Part VI Line 15A or B

Compensation of similar organizations is used to determine officer comp.

Part VI Line 19

The governing documents and financial statements of the organization are

Part VI Line 19

available to the public upon request to view them at the organization.

Filing and Contact Details

Filer

Filer Name
Purpose Institute Inc
EIN
04-3615764
In Care Of
% Finish Joe Ellis
Phone
8007357956
Address
PO BOX 6433, CANTON, OH 44706

Signing Officer

Name
Finish Joe Ellis
Title
President
Phone
3304910556
Signed
2020-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Finis Joe Ellis
Formed
2001
Legal Domicile
Oh
Voting Board Members
12
Independent Board Members
12
Employees
2

Preparer

Firm
Delano Sherley & Associates
Address
8366 Princeton-Glendale Rd, Suite B5, West Chester, OH 45069
Preparer
Alexander Sherley CPA
Phone
5137371314
Supplemental Narrative

Additional Explanations

Section B Line 10B

The organization conducts training in several locations, each location

Section B Line 10B

meets eight times a year. Each location is considered a campus, but there

Section B Line 10B

is no formal reporting for each campus to the home office as all

Section B Line 10B

administration of the classes is conducted online.

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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt029
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010961
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02923
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt029913
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0383
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0307
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0304
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0411
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0359
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01764
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0454563
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0502027
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0474929
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0493158
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0477060
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02401737
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0383
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0307
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0304
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0411
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0359
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01764
IRS990ScheduleA/InvestmentIncomeCYPct00.00072
IRS990ScheduleA/InvestmentIncomePYPct00.00078
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99928
IRS990ScheduleA/PublicSupportPY509Pct00.99922
IRS990ScheduleA/PublicSupportTotal509Amt02431650
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0455563
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0517027
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0474958
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0504119
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0479983
IRS990ScheduleA/Total509Grp/TotalAmt02431650
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0455946
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0517334
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0475262
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0504530
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0480342
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02433414
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/DisclosedForCharitablePrpsInd0false
IRS990ScheduleD/DisclosedOrgLegCtrlInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt049972
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0153179
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0203151
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/Section170hRqrStsfdInd0false
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalBookValueLandBuildingsAmt049972
IRS990ScheduleD/WrittenPolicyMonitoringInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Thomas Ellis is the son of Finis Ellis.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board of Trustees record minutes of each meeting
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2held throughout the year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3All meetings held are documented.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4See Schedule O
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CPA prepares the form 990 and board members may review
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7All officer compensation is determined by the board of trustees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Compensation of similar organizations is used to determine officer comp.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9The governing documents and financial statements of the organization are
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10available to the public upon request to view them at the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11The organization conducts training in several locations, each location
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12meets eight times a year. Each location is considered a campus, but there
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13is no formal reporting for each campus to the home office as all
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14administration of the classes is conducted online.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VI Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part VI Line 10b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Part VI Line 15a or b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Part VI Line 15a or b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Part VI Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Part VI Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Section B Line 10B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Section B Line 10B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Section B Line 10B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Section B Line 10B
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0125782
IRS990/TotalAssetsEOYAmt0113029
IRS990/TotalAssetsGrp/BOYAmt0125782
IRS990/TotalAssetsGrp/EOYAmt0113029
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01000
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0152387
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0311593
IRS990/TotalFunctionalExpensesGrp/TotalAmt0463961
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07086
IRS990/TotalLiabilitiesEOYAmt02349
IRS990/TotalLiabilitiesGrp/BOYAmt07086
IRS990/TotalLiabilitiesGrp/EOYAmt02349
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0118696
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0110680
IRS990/TotalProgramServiceExpensesAmt0311593
IRS990/TotalProgramServiceRevenueAmt0454546
IRS990/TotalReportableCompFromOrgAmt097264
IRS990/TotalRevenueGrp/ExclusionAmt0383
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0454563
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0455946
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0125782
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0113029
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 6433
IRS990/USAddress/CityNm0Canton
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044706
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.56$0.09$0.47$9.08$9.47$0.39
2024Detailed filing. Detailed filing data is available for this year.$0.96$0.10$0.86$8.60$8.58$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.17$0.84$9.63$9.93$0.30
2022Detailed filing. Detailed filing data is available for this year.$1.17$0.02$1.15$4.05$4.36$0.31
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.07$1.45$4.10$3.76$0.34
2020Detailed filing. Detailed filing data is available for this year.$1.13$0.02$1.11$4.56$4.64$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.26$0.07$1.19$5.17$5.20$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.29$0.07$1.22$4.75$5.11$0.36
2017Summary only. Only limited summary data is available for this year.$1.72$0.15$1.57$5.05$5.35$0.31
2016Summary only. Only limited summary data is available for this year.$1.92$0.04$1.88$4.80$4.65$0.15
2015Summary only. Only limited summary data is available for this year.$1.81$0.08$1.73$5.20$4.66$0.54
2014Summary only. Only limited summary data is available for this year.$1.35$0.21$1.15$5.03$4.63$0.41
2013Summary only. Only limited summary data is available for this year.$0.80$0.06$0.74$4.06$3.71$0.36
2012Summary only. Only limited summary data is available for this year.$0.46$0.07$0.38$3.64$3.97$0.33
2011Summary only. Only limited summary data is available for this year.$0.81$0.10$0.71$3.49$3.30$0.19
Peer Organizations

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