Civic Intelligence

Plano Institute

990PF • Fiscal year 2013 • EIN 20-0005495

Mar 01, 2012 to Feb 28, 2013 • Filed on Jun 03, 2013

P O Box 4329344143
Siviq Scores

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

Liabilities / Assets

98th percentile

2.54x

Higher debt load relative to assets than 98% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

10th percentile

-38%

Faster asset growth than 10% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$1,772

Down $1,096 (-38%) from 2012

Net Assets

-$2,728

No earlier filing loaded for comparison.

Liabilities

Up

$4,500

Up $1,000 (+29%) from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$2,096

Up $1,279 (+157%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$10K$5.0K$0-$5.0K-$10KAssets 2011: $2,685Liabilities 2011: $2,500Net Assets 2011: $1852011Assets 2012: $2,868Liabilities 2012: $3,5002012Assets 2013: $1,772Liabilities 2013: $4,500Net Assets 2013: -$2,7282013Assets 2014: $2,542Liabilities 2014: $6,500Net Assets 2014: -$3,9582014Assets 2015: $3,194Liabilities 2015: $8,500Net Assets 2015: -$5,3062015Assets 2016: $2,037Liabilities 2016: $8,500Net Assets 2016: -$6,4632016Assets 2017: $646Liabilities 2017: $7,517Net Assets 2017: -$6,8712017Assets 2018: $561Liabilities 2018: $7,757Net Assets 2018: -$7,1962018Assets 2019: $561Liabilities 2019: $7,7572019Assets 2020: -$7,196Liabilities 2020: $02020

Highlighted filing

2013

Assets$1,772
Liabilities$4,500
Net Assets-$2,728

Operations Trend

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

$3.0K$2.0K$1.0K$0-$1.0K-$2.0KExpenses 2011: $1,7272011Revenue 2012: $1Expenses 2012: $817Net Income 2012: -$8162012Expenses 2013: $2,0962013Revenue 2014: $0Expenses 2014: $1,230Net Income 2014: -$1,2302014Revenue 2015: $0Expenses 2015: $1,348Net Income 2015: -$1,3482015Revenue 2016: $0Expenses 2016: $1,157Net Income 2016: -$1,1572016Revenue 2017: $0Expenses 2017: $408Net Income 2017: -$4082017Revenue 2018: $0Expenses 2018: $325Net Income 2018: -$3252018Revenue 2019: $1Expenses 2019: $0Net Income 2019: $12019Revenue 2020: $1Expenses 2020: $0Net Income 2020: $12020

Highlighted filing

2013

Revenue-
Expenses$2,096
Net Income-
Jump To
Filing Snapshot
Filing Period
Mar 1, 2012 to Feb 28, 2013
Signed
Jun 3, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID T BOYLANDirector-$0--
Filing and Contact Details

Filer

EIN
20-0005495
Raw XML Appendix191 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.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount0250
AccountingFeesSchedule/AccountingFees/Category0PROFESSIONAL FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0250
CompensationExplanation/Compensation/PersonName0DAVID T BOYLAN
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-2096
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps01000
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss01000
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps0846
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0846
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps02096
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss02096
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps02096
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss02096
IRS990PF/BalanceSheets/CashBOY02868
IRS990PF/BalanceSheets/CashEOY01772
IRS990PF/BalanceSheets/CashEOYFMV01771
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/OtherLiabilitiesBOY03500
IRS990PF/BalanceSheets/OtherLiabilitiesEOY04500
IRS990PF/BalanceSheets/TotalAssetsBOY02868
IRS990PF/BalanceSheets/TotalAssetsEOY01772
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01771
IRS990PF/BalanceSheets/TotalLiabilitiesBOY03500
IRS990PF/BalanceSheets/TotalLiabilitiesEOY04500
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY02868
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01772
IRS990PF/BalanceSheets/TotalNetAssetsBOY0-632
IRS990PF/BalanceSheets/TotalNetAssetsEOY0-2728
IRS990PF/BalanceSheets/UnrestrictedBOY0-632
IRS990PF/BalanceSheets/UnrestrictedEOY0-2728
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-2096
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0-2728
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0-632
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0-2728
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01771
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable00
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn00
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0DAVID T BOYLAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1072 CHARLESTON SQUARE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0RICHMOND HEIGHTS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode044143
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct00
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets00
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions02096
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10817
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear201727
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions02096
IRS990PF/QualifyingDistributions/ExpensesAndContributions02096
IRS990PF/QualifyingDistributions/QualifyingDistributions02096
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0false
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0DAVID T BOYLAN
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02164866383
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1072 CHARLESTON SQUARE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0RICHMOND HEIGHTS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode044143
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0OH
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted00
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10817
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear201727
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear04640
IRS990PF/UndistributedIncome/ExcessFromCurrentYear02096
IRS990PF/UndistributedIncome/ExcessFromYear10817
IRS990PF/UndistributedIncome/ExcessFromYear201727
IRS990PF/UndistributedIncome/QualifyingDistributions02096
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus02096
IRS990PF/UndistributedIncome/TotalCorpus04640
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover02544
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LegalFeesSchedule/LegalFees/Amount01000
LegalFeesSchedule/LegalFees/Category0LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps01000
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpenses/Description2LICENSES, FEES, PERMITS
OtherExpensesSchedule/OtherExpenses/Description3MISCELLANEOUS
OtherExpensesSchedule/OtherExpenses/Description4OFFICE AND POSTAGE
OtherExpensesSchedule/OtherExpenses/Description5TELEPHONE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps030
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps125
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps254
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps378
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps4659
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks030
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks125
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks254
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks378
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks4659
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue03500
OtherLiabilitiesSchedule/OtherLiabilities/Description0LOAN PAYABLE - D. BOYLAN
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue04500
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0200005495
ReturnHeader/Filer/Name/BusinessNameLine10PLANO INSTITUTE
ReturnHeader/Filer/NameControl0PLAN
ReturnHeader/Filer/Phone02164866383
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 43293
ReturnHeader/Filer/USAddress/City0RICHMOND HEIGHTS
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode044143
ReturnHeader/Officer/DateSigned02013-06-03
ReturnHeader/Officer/Name0DAVID T BOYLAN
ReturnHeader/Officer/Phone02164866383
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-07-09
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10KATHLEEN J MILLER & ASSOCIATES INC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine107351 CENTER ST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MENTOR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0440605801
ReturnHeader/Preparer/Name0KATHLEEN J MILLER
ReturnHeader/Preparer/Phone04402551541
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-03-01
ReturnHeader/TaxPeriodEndDate02013-02-28
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-07-09T08:13:33-05:00

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