Civic Intelligence

Plano Institute

990PF • Fiscal year 2014 • EIN 20-0005495

Mar 01, 2013 to Feb 28, 2014 • Filed on Jun 18, 2014

P O Box 4329344143

(216) 486-6383

Siviq Scores

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

Liabilities / Assets

98th percentile

2.56x

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

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

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

Asset Growth

86th percentile

43%

Faster asset growth than 86% of similar nonprofits.

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

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2012 to 2014

Assets

Up

$2,542

Up $770 (+43%) from 2013

Net Assets

Down

-$3,958

Down $1,230 (-45%) from 2013

Liabilities

Up

$6,500

Up $2,000 (+44%) from 2013

Revenue

$0

No earlier filing loaded for comparison.

Expenses

Down

$1,230

Down $866 (-41%) from 2013

Net Income

-$1,230

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

2014

Assets$2,542
Liabilities$6,500
Net Assets-$3,958

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

2014

Revenue$0
Expenses$1,230
Net Income-$1,230
Jump To
Filing Snapshot
Filing Period
Mar 1, 2013 to Feb 28, 2014
Signed
Jun 18, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

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

Filer

EIN
20-0005495
Phone
2164866383

Signing Officer

Name
David T Boylan
Title
President
Phone
2164866383
Signed
2014-06-18

Preparer

Preparer
Kathleen J Miller
Phone
4402551541
Raw XML Appendix184 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/AccountingFeesDetail/Amt0314
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PROFESSIONAL FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0314
CompensationExplanation/CompensationExplanationGrp/PersonNm0DAVID T BOYLAN
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0314
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0314
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1230
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0916
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0916
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01230
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01230
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01230
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01230
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1230
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0-3958
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0-2728
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0-3958
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt02542
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02542
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02542
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt04500
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt06500
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01772
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02542
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02542
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt04500
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt06500
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01772
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02542
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0-2728
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0-3958
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0-2728
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0-3958
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID T BOYLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1072 CHARLESTON SQUARE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0RICHMOND HEIGHTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode044143
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02096
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0817
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01727
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01230
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01230
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01230
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01230
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
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/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DAVID T BOYLAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1072 CHARLESTON SQUARE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0RICHMOND HEIGHTS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode044143
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02164866383
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02096
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0817
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01727
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05870
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01230
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02096
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0817
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01727
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01230
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01230
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05870
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04640
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE AND POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt093
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt181
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2742
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt093
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt181
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2742
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt04500
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0LOAN PAYABLE - D. BOYLAN
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt06500
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID T BOYLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02164866383
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-18
ReturnHeader/Filer/BusinessName/BusinessNameLine10PLANO INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0PLAN
ReturnHeader/Filer/EIN0200005495
ReturnHeader/Filer/PhoneNum02164866383
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 43293
ReturnHeader/Filer/USAddress/City0RICHMOND HEIGHTS
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode044143
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341366176
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10KATHLEEN J MILLER & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine107351 CENTER ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MENTOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0440605801
ReturnHeader/PreparerPersonGrp/PhoneNum04402551541
ReturnHeader/PreparerPersonGrp/PreparationDt02014-06-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN J MILLER
ReturnHeader/ReturnTs02014-06-25T14:57:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-03-01
ReturnHeader/TaxPeriodEndDt02014-02-28
ReturnHeader/TaxYr02013

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Filings