Civic Intelligence

Stanard Family Foundation C/O Tax & Wealth Management Inc

990PF • Fiscal year 2017 • EIN 13-4316669

Jan 01, 2017 to Dec 31, 2017 • Filed on May 01, 2018

Organization Profile
600 Superior Avenue East Suite 2430Cleveland, OH 44114

(216) 583-0083

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

94th percentile

70%

Higher net margin than 94% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

93rd percentile

49%

Faster asset growth than 93% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

79th percentile

32%

Faster revenue growth than 79% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$7,083,722

Up $2,343,279 (+49%) from 2016

Net Assets

Up

$7,083,722

Up $2,343,279 (+49%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin94th percentile

Revenue

Up

$3,327,595

Up $802,450 (+32%) from 2016

Expenses

Down

$984,316

Down $105,949 (-9.7%) from 2016

Net Income

Up

$2,343,279

Up $908,399 (+63%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $6,946,363Liabilities 2010: $19,825Net Assets 2010: $6,926,5382010Assets 2011: $6,140,176Liabilities 2011: $0Net Assets 2011: $6,140,1762011Assets 2012: $5,838,862Liabilities 2012: $0Net Assets 2012: $5,838,8622012Assets 2013: $5,550,840Liabilities 2013: $0Net Assets 2013: $5,550,8402013Assets 2014: $4,168,500Liabilities 2014: $0Net Assets 2014: $4,168,5002014Assets 2015: $3,305,516Liabilities 2015: $0Net Assets 2015: $3,305,5162015Assets 2016: $4,740,443Liabilities 2016: $0Net Assets 2016: $4,740,4432016Assets 2017: $7,083,722Liabilities 2017: $0Net Assets 2017: $7,083,7222017Assets 2018: $6,451,311Liabilities 2018: $0Net Assets 2018: $6,451,3112018Assets 2019: $7,728,508Liabilities 2019: $0Net Assets 2019: $7,728,5082019Assets 2020: $7,695,674Liabilities 2020: $0Net Assets 2020: $7,695,6742020Assets 2021: $5,317,351Liabilities 2021: $0Net Assets 2021: $5,317,3512021Assets 2022: $4,182,493Liabilities 2022: $0Net Assets 2022: $4,182,4932022Assets 2023: $3,584,180Liabilities 2023: $350,000Net Assets 2023: $3,234,1802023Assets 2024: $6,453,717Liabilities 2024: $0Net Assets 2024: $6,453,7172024

Highlighted filing

2017

Assets$7,083,722
Liabilities$0
Net Assets$7,083,722
Open 2017 Filing

Operations Trend

Revenue Growth79th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $253,2302010Expenses 2011: $1,264,5662011Expenses 2012: $308,9062012Revenue 2013: $14,237Expenses 2013: $249,161Net Income 2013: -$234,9242013Revenue 2014: $121,319Expenses 2014: $1,463,351Net Income 2014: -$1,342,0322014Revenue 2015: $20,522Expenses 2015: $907,122Net Income 2015: -$886,6002015Revenue 2016: $2,525,145Expenses 2016: $1,090,265Net Income 2016: $1,434,8802016Revenue 2017: $3,327,595Expenses 2017: $984,316Net Income 2017: $2,343,2792017Revenue 2018: $58,309Expenses 2018: $690,720Net Income 2018: -$632,4112018Revenue 2019: $2,240,321Expenses 2019: $635,308Net Income 2019: $1,605,0132019Revenue 2020: $1,358,307Expenses 2020: $764,323Net Income 2020: $593,9842020Revenue 2021: $136,945Expenses 2021: $2,473,706Net Income 2021: -$2,336,7612021Revenue 2022: $46,050Expenses 2022: $1,180,908Net Income 2022: -$1,134,8582022Revenue 2023: $173,263Expenses 2023: $1,121,576Net Income 2023: -$948,3132023Revenue 2024: $3,583,943Expenses 2024: $364,406Net Income 2024: $3,219,5372024

Highlighted filing

2017

Revenue$3,327,595
Expenses$984,316
Net Income$2,343,279
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 1, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES N STANARDDirector/President/Treasurer-$0--
JANET G STANARDDirector/Secretary-$0--
SARAH C STANARDDirector-$0--
DAVID J STANARDDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHabitat for HumanityContribution to tax exempt organization's Global Impact Fund and annual fund.PCAmericus, GA, US$525,000
Paid GrantBermuda Institute of Ocean SciencesContribution to tax exempt organization's annual fund.PCSt Georges, BD$250,000
Paid GrantThe Carter CenterContribution to tax exempt organization's general fund.PCAtlanta, GA, US$130,000
Paid GrantWorld VisionContribution to tax exempt organization's general fund.PCFederal Way, WA, US$35,000
Paid GrantCompassion InternationalContribution to tax exempt organization's general fund.PCColorado Springs, CO, US$15,000
Paid GrantSamaritan's Purse International ReliefContribution to tax exempt organization's general fund.PCBoone, NC, US$15,000
Filing and Contact Details

Filer

Filer Name
Stanard Family Foundation
EIN
13-4316669
In Care Of
% BRIAN K GOTHOT
Phone
2165830083
Address
600 Superior Avenue East Suite 2430, Cleveland, OH 44114

Signing Officer

Name
James N Stanard
Title
President
Phone
2165830083
Signed
2018-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Tax & Wealth Management Inc
Address
600 SUPERIOR AVE EAST 2430, CLEVELAND, OH 44114
Preparer
Brian K Gothot
Phone
2165830083
Raw XML AppendixShowing 400 of 516 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/CategoryTxt0PROFESSIONAL FEES
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CompensationExplanation/CompensationExplanationGrp/PersonNm0JAMES N STANARD
CompensationExplanation/CompensationExplanationGrp/PersonNm1JANET G STANARD
CompensationExplanation/CompensationExplanationGrp/PersonNm2SARAH C STANARD
CompensationExplanation/CompensationExplanationGrp/PersonNm3DAVID J STANARD
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0JAMES N. STANARD AND JANET G. STANARD ARE HUSBAND AND WIFE AND ARE THE PARENTS OF SARAH C. STANARD AND DAVID J. STANARD.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1JAMES N. STANARD AND JANET G. STANARD ARE HUSBAND AND WIFE AND ARE THE PARENTS OF SARAH C. STANARD AND DAVID J. STANARD.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2JAMES N. STANARD AND JANET G. STANARD ARE HUSBAND AND WIFE AND ARE THE PARENTS OF SARAH C. STANARD AND DAVID J. STANARD.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt3JAMES N. STANARD AND JANET G. STANARD ARE HUSBAND AND WIFE AND ARE THE PARENTS OF SARAH C. STANARD AND DAVID J. STANARD.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc018,260.000 ANTERO RESOURCES CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11,440.000 CHINA BIOLOGIC PRODUCTS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29,000.000 FIDELITY NATL INFORMATION SVCS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc33,000.000 58.COM INC CL A SPON ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc45,600.000 58.COM INC CL A SPON ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc516,300.000 NUANCE COMMUNICATIONS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6620.000 NUANCE COMMUNICATIONS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc715,130.000 NUANCE COMMUNICATIONS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc82,800.000 NUANCE COMMUNICATIONS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc98,210.000 NUANCE COMMUNICATIONS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc101,230.000 NUANCE COMMUNICATIONS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc118,460.000 NUANCE COMMUNICATIONS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc129,900.000 NUANCE COMMUNICATIONS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc137,390.000 NUANCE COMMUNICATIONS INC
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc154,090.000 NUANCE COMMUNICATIONS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc161,760.000 NUANCE COMMUNICATIONS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc172,640.000 NUANCE COMMUNICATIONS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc183,300.000 TRITON INTERNATIONAL LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1911,000.000 LAREDO PETROLEUM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172017-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182017-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192017-07-05
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt046377
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt046377
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt041127
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07083722
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt02518263
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt04834266
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JANET G STANARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SARAH C STANARD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR/PRESIDENT/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR/SECRETARY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0600 Superior Avenue East
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1600 Superior Avenue East
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2600 Superior Avenue East
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3600 Superior Avenue East
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Cleveland
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Cleveland
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd244114
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd344114
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01018995
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01042184
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01085426
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0902827
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01394872
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0186937
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0195887
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.182237
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.337057
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.229412
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.278234
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.033147
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.033333
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt023189
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05591593
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03220301
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03935402
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt05013311
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt05639695
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05876615
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0976921
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.911183
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0976921
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0976921
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0976921
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0TAX WEALTH MGT INC 600 SUPERIOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CLEVELAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd044114
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BRIAN K GOTHOT
IRS990PF/StatementsRegardingActyGrp/PhoneNum02165830083
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JAMES N STANARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0130000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2525000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt415000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt535000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Contribution to tax exempt organization's general fund.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Contribution to tax exempt organization's annual fund.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Contribution to tax exempt organization's Global Impact Fund and annual fund.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Contribution to tax exempt organization's general fund.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Contribution to tax exempt organization's general fund.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Contribution to tax exempt organization's general fund.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0The Carter Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Bermuda Institute of Ocean Sciences
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Habitat for Humanity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Compassion International
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Samaritan's Purse International Relief
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5World Vision
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt017 Biological Station
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0St Georges
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0BD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd0GE 01
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,083,722
Liabilities
$0
Net assets
$7,083,722
Revenue
$3,327,595
Expenses
$984,316
Net income
$2,343,279
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.45$0.00$6.45$3.58$0.36$3.22
2023Detailed filing. Detailed filing data is available for this year.$3.58$0.35$3.23$0.17$1.12$0.95
2022Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.05$1.18$1.13
2021Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.14$2.47$2.34
2020Detailed filing. Detailed filing data is available for this year.$7.70$0.00$7.70$1.36$0.76$0.59
2019Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$2.24$0.64$1.61
2018Detailed filing. Detailed filing data is available for this year.$6.45$0.00$6.45$0.06$0.69$0.63
2017Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$3.33$0.98$2.34
2016Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$2.53$1.09$1.43
2015Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.02$0.91$0.89
2014Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.12$1.46$1.34
2013Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.01$0.25$0.23
2012Detailed filing. Detailed filing data is available for this year.$5.84$0.00$5.84$0.31
2011Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$1.26
2010Detailed filing. Detailed filing data is available for this year.$6.95$0.02$6.93$0.25