John Lucile Richard Olson Foundation Inc.

990PF • Fiscal year 2014 • EIN 13-4039046

Dec 01, 2013 to Nov 30, 2014 • Filed on Mar 26, 2015

Organization Profile

c/o Olson 1495 Journeys End Road10520

(914) 271-3567

Siviq Scores

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

0.02x

Higher debt load relative to assets than 85% of similar nonprofits.

2014 filings • NTEE B82 • <$500k nonprofits • Source year 2014

0.25x

Higher debt load relative to revenue than 92% of similar nonprofits.

2014 filings • NTEE B82 • <$500k nonprofits • Source year 2014

24%

Higher net margin than 61% of similar nonprofits.

2014 filings • NTEE B82 • <$500k nonprofits • Source year 2014

Higher top officer pay than 94% of similar nonprofits.

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

2014 filings • NTEE B82 • <$500k nonprofits • Source year 2014

0.7%

Faster asset growth than 45% of similar nonprofits.

2014 filings • NTEE B82 • <$500k nonprofits • Annualized from 2013 to 2014

-90%

Faster revenue growth than 3% of similar nonprofits.

2014 filings • NTEE B82 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets85th percentile

Assets

$121,659

Up $894 (+0.7%) from 2013

Net Assets

$119,639

No earlier filing loaded for comparison.

Liabilities

Down

$2,020

Down $1,012 (-33%) from 2013

Revenue And Expenses

Liabilities / Revenue92nd percentile Net Margin61st percentile

Revenue

Down

$8,226

Down $72,956 (-90%) from 2013

Expenses

$6,255

Up $5,255 (+526%) from 2013

Net Income

Down

$1,971

Down $78,211 (-98%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

Highlighted filing

2014

Assets$121,659

Liabilities$2,020

Net Assets$119,639

Open 2014 Filing

Operations Trend

Revenue Growth3rd percentile

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

Highlighted filing

2014

Revenue$8,226

Expenses$6,255

Net Income$1,971

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Dec 1, 2013 to Nov 30, 2014
Signed: Mar 26, 2015
Return Version: 2013v4.0

Compensation and Service Providers

Top Officer Pay94th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Richard Olson	Director	-	$0	-	-
Tod Olson	Director	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	Lawrence University	Scholarship	501c3	Appleton, WI, US	$5,000

Filing and Contact Details

Filer

EIN: 13-4039046
Phone: 9142713567

Signing Officer

Name: Richard Olson
Title: Director
Signed: 2015-03-26
Discuss with paid preparer: Yes

Preparer

Preparer: Jerry Ahrenstein CPA
Phone: 8457085227

Raw XML Appendix279 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	0
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	65
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	403
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Richard Olson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Tod Olson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	Director
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IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9142713567
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	0	Appleton
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	2663
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	3347
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	9736
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	6010
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	7073
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	3347
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	Richard F Olson
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	0	1495 Journeys End Road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	0	Croton On Hudson
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	0	NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	0	10520
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	5822
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	5822
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	60 shares of Apple, Inc 7/24/2014
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2014-07-24
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherDecreasesSchedule/OtherDecreasesDetail/Amount	0	65
OtherDecreasesSchedule/OtherDecreasesDetail/Description	0	Federal excise tax
TaxesSchedule/TaxesDetail/Amt	0	60
TaxesSchedule/TaxesDetail/CategoryTxt	0	Annual NYS Filing Fee
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	60
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Richard Olson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Director
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-03-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	John Lucile Richard Olson
ReturnHeader/Filer/BusinessName/BusinessNameLine2	0	Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt	0	JOHN
ReturnHeader/Filer/EIN	0	134039046
ReturnHeader/Filer/PhoneNum	0	9142713567
ReturnHeader/Filer/USAddress/AddressLine1	0	c/o Olson 1495 Journeys End Road
ReturnHeader/Filer/USAddress/City	0	Croton on Hudson
ReturnHeader/Filer/USAddress/State	0	NY
ReturnHeader/Filer/USAddress/ZIPCode	0	10520
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	Ahrenstein & Schlossberg CPAs PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	118 Maple Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	New City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	10956
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8457085227
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Jerry Ahrenstein CPA
ReturnHeader/ReturnTs	0	2015-03-26T06:56:48-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-12-01
ReturnHeader/TaxPeriodEndDt	0	2014-11-30
ReturnHeader/TaxYr	0	2013

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $121,659
Liabilities: $2,020
Net assets: $119,639
Revenue: $8,226
Expenses: $6,255
Net income: $1,971

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$2.57	$0.05	$2.52	$1.33	$0.07	$1.27
2023Detailed filing. Detailed filing data is available for this year.	$2.29	$1.04	$1.25	$0.09	$1.04	$0.95
2022Detailed filing. Detailed filing data is available for this year.	$2.22	$0.02	$2.20	$0.11	$0.05	$0.06
2021Detailed filing. Detailed filing data is available for this year.	$2.16	$0.02	$2.14	$0.08	$0.00	$0.07
2020Detailed filing. Detailed filing data is available for this year.	$2.55	$0.02	$2.53	$2.20	$2.02	$0.18
2019Detailed filing. Detailed filing data is available for this year.	$2.39	$0.03	$2.36	$1.13	$0.16	$0.97
2018Detailed filing. Detailed filing data is available for this year.	$1.40	$0.02	$1.38	$0.16	$0.14	$0.03
2017Detailed filing. Detailed filing data is available for this year.	$1.39	$0.03	$1.36	$0.20	$0.11	$0.08
2015Summary only. Only limited summary data is available for this year.	$1.37	$0.02		$0.27	$0.12	$0.15
2014Detailed filing. Detailed filing data is available for this year.	$1.22	$0.02	$1.20	$0.08	$0.06	$0.02
2013Summary only. Only limited summary data is available for this year.	$1.21	$0.03		$0.81	$0.01	$0.80
2012Summary only. Only limited summary data is available for this year.	$0.40	$0.02		$0.08	$0.01	$0.09
2011Summary only. Only limited summary data is available for this year.	$0.49	$0.02		$0.00	$0.01	$0.01