Civic Intelligence

Plano Institute

990PF • Fiscal year 2018 • EIN 20-0005495

Mar 01, 2017 to Feb 28, 2018 • Filed on Jul 26, 2018

PO Box 43293Richmond Heights, OH 44143

(216) 486-6383

Siviq Scores

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

Liabilities / Assets

99th percentile

13.83x

Higher debt load relative to assets than 99% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

24th percentile

-13%

Faster asset growth than 24% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Assets

Down

$561

Down $85 (-13%) from 2017

Net Assets

Down

-$7,196

Down $325 (-4.7%) from 2017

Liabilities

Up

$7,757

Up $240 (+3.2%) from 2017

Revenue

Flat

$0

Flat from 2017

Expenses

Down

$325

Down $83 (-20%) from 2017

Net Income

Up

-$325

Up $83 (+20%) from 2017

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

2018

Assets$561
Liabilities$7,757
Net Assets-$7,196

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

2018

Revenue$0
Expenses$325
Net Income-$325
Jump To
Filing Snapshot
Filing Period
Mar 1, 2017 to Feb 28, 2018
Signed
Jul 26, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

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

Filer

Filer Name
Plano Institute
EIN
20-0005495
Phone
2164866383
Address
PO BOX 43293, RICHMOND HEIGHTS, OH 44143

Signing Officer

Name
David T Boylan
Title
Director
Phone
2164866383
Signed
2018-07-26

Preparer

Firm
Kathleen J Miller & Associates Inc
Address
7351 CENTER ST, MENTOR, OH 44060-5801
Preparer
Kathleen J Miller
Phone
4402551541
Raw XML Appendix192 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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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0325
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0-6871
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0604
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt030
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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/AddressLine1Txt014 CHARLESTON SQUARE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0EUCLID
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0349
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0408
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.586207
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0595
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0696
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0325
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.586207
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0325
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0325
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0325
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/AddressLine1Txt014 CHARLESTON SQUARE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0EUCLID
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd044143
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
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01230
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02096
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04403
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0373
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01157
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01348
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01230
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt07517
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0LOAN PAYABLE - D. BOYLAN
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt07757
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID T BOYLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02164866383
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLANO INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0PLAN
ReturnHeader/Filer/EIN0200005495
ReturnHeader/Filer/PhoneNum02164866383
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 43293
ReturnHeader/Filer/USAddress/CityNm0RICHMOND HEIGHTS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044143
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A3942A4A481F0A978E3260D699A4DDBB61911BFF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId083C36484690EA9B1053A36FCD0A5C65950C50ADD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.50.156.82
ReturnHeader/FilingSecurityInformation/IPDt02018-08-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:16:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341366176
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KATHLEEN J MILLER & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07351 CENTER ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MENTOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0440605801
ReturnHeader/PreparerPersonGrp/PhoneNum04402551541
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN J MILLER
ReturnHeader/ReturnTs02018-08-31T11:16:51-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-03-01
ReturnHeader/TaxPeriodEndDt02018-02-28
ReturnHeader/TaxYr02017

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