Civic Intelligence

Adopt a Class Foundation Inc

990 • Fiscal year 2017 • EIN 20-2587299

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 07, 2017

Organization ProfileAACFOUNDATION.com
3805 Edwards Road No 550Cincinnati, OH 45209

(513) 244-8075

Siviq Scores

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

Liabilities / Assets

68th percentile

0.03x

Higher debt load relative to assets than 68% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

70th percentile

0.03x

Higher debt load relative to revenue than 70% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

41st percentile

-0.0%

Higher net margin than 41% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

56th percentile

5.3%

Faster asset growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

46th percentile

-1.3%

Faster revenue growth than 46% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$187,863

Up $9,510 (+5.3%) from 2016

Net Assets

Up

$182,264

Up $3,911 (+2.2%) from 2016

Liabilities

Up

$5,599

Up $5,599 from 2016

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin41st percentile

Revenue

Down

$214,864

Down $2,933 (-1.3%) from 2016

Expenses

Up

$214,953

Up $44,039 (+26%) from 2016

Net Income

Down

-$89

Down $46,972 (-100%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$800K$600K$400K$200K$0Assets 2011: $95,826Net Assets 2011: $95,8262011Assets 2012: $133,092Net Assets 2012: $133,0922012Assets 2013: $241,773Liabilities 2013: $0Net Assets 2013: $241,7732013Assets 2014: $384,933Liabilities 2014: $0Net Assets 2014: $384,9332014Assets 2015: $418,627Liabilities 2015: $0Net Assets 2015: $418,6272015Assets 2016: $178,353Liabilities 2016: $0Net Assets 2016: $178,3532016Assets 2017: $187,863Liabilities 2017: $5,599Net Assets 2017: $182,2642017Assets 2018: $237,358Liabilities 2018: $11,438Net Assets 2018: $225,9202018Assets 2019: $446,726Liabilities 2019: $15,032Net Assets 2019: $431,6942019Assets 2020: $420,138Liabilities 2020: $51,380Net Assets 2020: $368,7582020Assets 2021: $391,107Liabilities 2021: $300Net Assets 2021: $390,8072021Assets 2022: $452,906Liabilities 2022: $23,335Net Assets 2022: $429,5712022Assets 2023: $473,040Liabilities 2023: $5,185Net Assets 2023: $467,8552023Assets 2024: $798,738Liabilities 2024: $85,480Net Assets 2024: $713,2582024

Highlighted filing

2017

Assets$187,863
Liabilities$5,599
Net Assets$182,264
Open 2017 Filing

Operations Trend

Revenue Growth46th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $41,966Expenses 2011: $9,578Net Income 2011: $32,3882011Revenue 2012: $84,314Expenses 2012: $47,049Net Income 2012: $37,2652012Revenue 2013: $202,782Expenses 2013: $94,101Net Income 2013: $108,6812013Revenue 2014: $288,672Expenses 2014: $145,512Net Income 2014: $143,1602014Revenue 2015: $116,603Expenses 2015: $94,772Net Income 2015: $21,8312015Revenue 2016: $217,797Expenses 2016: $170,914Net Income 2016: $46,8832016Revenue 2017: $214,864Expenses 2017: $214,953Net Income 2017: -$892017Revenue 2018: $319,105Expenses 2018: $275,449Net Income 2018: $43,6562018Revenue 2019: $486,675Expenses 2019: $280,920Net Income 2019: $205,7552019Revenue 2020: $282,370Expenses 2020: $345,306Net Income 2020: -$62,9362020Revenue 2021: $373,643Expenses 2021: $351,594Net Income 2021: $22,0492021Revenue 2022: $424,607Expenses 2022: $385,843Net Income 2022: $38,7642022Revenue 2023: $661,566Expenses 2023: $623,282Net Income 2023: $38,2842023Revenue 2024: $1,392,660Expenses 2024: $1,147,257Net Income 2024: $245,4032024

Highlighted filing

2017

Revenue$214,864
Expenses$214,953
Net Income-$89
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$214,864
Mission and Program Overview

Mission

To facilitate personal, sustained connections between members of the business community and the students in pre-kindergarten through 8th grades with the purpose of providing positive role models and developing practical and social skills for the students and building the culture of philanthropy and teamwork for the business.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$175,373$148,324▼ $27,049
Accounts Receivable$0$39,500▲ $39,500
Cash and Non-Interest-Bearing Accounts$2,980$39▼ $2,941
Total Assets$178,353$187,863▲ $9,510
Liabilities
Accounts Payable and Accrued Expenses$0$5,599▲ $5,599
Total Liabilities$0$5,599▲ $5,599
Net Assets / Fund Balance
Unrestricted Net Assets$174,134$180,085▲ $5,951
Temporarily Rstr Net Assets$4,219$2,179▼ $2,040
Total Net Assets Fund Balance$178,353$182,264▲ $3,911
Total Liabilities and Net Assets / Fund Balance$178,353$187,863▲ $9,510
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Julie ShifmanExecutive DirectorFT$72,500$72,500

Board Members and Trustees

NameTitle
Rick ChouteauPresident
Adam KoehlerDirector
Brian BurkeDirector
Craig HeldmanDirector
Crystal FaulknerDirector
David FaulkDirector
Evan ClinkenbeardDirector
Jason PartinDirector
Jeff WellensDirector
Jim SullivanDirector
Patty NagelkirkDirector
Vishal VermaDirector
Allison GoicoDirector - Started 2/7/17
Jason VaughnDirector - Started 4/4/17
Bill BurwinkelFounder
Elizabeth ManganSecretary
Keith MoranTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$213,417
Program Service Revenue
$760
Investment Income
$172
Other Revenue
$515
All Other Contributions
$213,417
Change in Net Assets
$-89
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$152,661
Other Expenses$62,292
Total Fundraising Expense$21,507
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$36,250$18,125$18,125$72,500
Other Salaries and Wages$53,326$15,283$625$69,234
Fees for Services Other-$13,720-$13,720
Payroll Taxes$7,569$1,736$1,622$10,927
Information Technology$4,979$1,118-$6,097
Occupancy$5,277--$5,277
Fees for Services Accounting-$3,920-$3,920
Office Expenses$1,376$1,663$500$3,539
All Other Expenses-$700$635$1,335
Travel$29$346-$375
Other Expenses$86$132-$218
Total Functional Expenses$135,461$57,985$21,507$214,953
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“Organization's process to review Form 990 - finance committee and the executive director review Form 990 before filing.”

Form 990, Part VI, Section B, line 12C

“Enforcement of conflict policy - the entity has a written policy in place.”

Form 990, Part VI, Section B, line 15

“Compensation process for Top Officials & Officers compensation - policies are reviewed annually.”

Form 990, Part VI, Section C, line 19

“Governing documents disclosure explanations are available upon request.”

Filing and Contact Details

Filer

Filer Name
Adopt A Class Foundation Inc
EIN
20-2587299
Phone
5132448075
Address
3805 Edwards Road No 550, Cincinnati, OH 45209

Signing Officer

Name
Julie Shifman
Title
Executive Director
Phone
5132448075
Signed
2017-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Shifman
Formed
2005
Legal Domicile
Oh
Voting Board Members
17
Independent Board Members
17
Employees
4
Volunteers
2,000

Preparer

Firm
Barnes Dennig & Co LTD
Address
150 East Fourth Street, Cincinnati, OH 45202
Preparer
Paula Hume
Phone
5132418313
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1

“The Accounting Method has changed from Cash to Accrual Method of Accounting.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director - Started 2/7/17
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director - Started 4/4/17
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IRS990/OtherExpensesGrp/Desc1Training
IRS990/OtherExpensesGrp/Desc2Paypal
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01242
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1132
IRS990/OtherExpensesGrp/ProgramServicesAmt026484
IRS990/OtherExpensesGrp/ProgramServicesAmt185
IRS990/OtherExpensesGrp/ProgramServicesAmt286
IRS990/OtherExpensesGrp/TotalAmt026484
IRS990/OtherExpensesGrp/TotalAmt11327
IRS990/OtherExpensesGrp/TotalAmt2218
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous - Rebate
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0515
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0515
IRS990/OtherRevenueTotalAmt0515
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0625
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt015283
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt053326
IRS990/OtherSalariesAndWagesGrp/TotalAmt069234
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01622
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01736
IRS990/PayrollTaxesGrp/ProgramServicesAmt07569
IRS990/PayrollTaxesGrp/TotalAmt010927
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Julie Shifman
IRS990/PriorPeriodAdjustmentsAmt04000
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Program fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0760
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0760
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0110105
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0637
IRS990/PYOtherExpensesAmt044854
IRS990/PYOtherRevenueAmt01569
IRS990/PYProgramServiceRevenueAmt0105486
IRS990/PYRevenuesLessExpensesAmt046883
IRS990/PYSalariesCompEmpBnftPaidAmt0126060
IRS990/PYTotalExpensesAmt0170914
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0217797
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-89
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01275
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0175373
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0148324
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0213417
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0167700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0177900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt045100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt039000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0643117
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0172
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07976
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08148
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0236822
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.83450
IRS990ScheduleA/PublicSupportPY170Pct00.97200
IRS990ScheduleA/PublicSupportPY509Pct00.97200
IRS990ScheduleA/PublicSupportTotal170Amt0543478
IRS990ScheduleA/SubstantialContributorsTotAmt099639
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0213417
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0167700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0177900
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt045100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt039000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0643117
IRS990ScheduleA/TotalSupportAmt0651265
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Organization's process to review Form 990 - finance committee and the executive director review Form 990 before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Enforcement of conflict policy - the entity has a written policy in place.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Compensation process for Top Officials & Officers compensation - policies are reviewed annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing documents disclosure explanations are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Accounting Method has changed from Cash to Accrual Method of Accounting.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 1
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt04219
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt02179
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0178353
IRS990/TotalAssetsEOYAmt0187863
IRS990/TotalAssetsGrp/BOYAmt0178353
IRS990/TotalAssetsGrp/EOYAmt0187863
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0213417
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt021507
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt057985
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0135461
IRS990/TotalFunctionalExpensesGrp/TotalAmt0214953
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt05599
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt05599
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0178353
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0182264
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0135461
IRS990/TotalProgramServiceRevenueAmt0760
IRS990/TotalReportableCompFromOrgAmt072500

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Filings

Displayed year

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

Open filing
Assets
$187,863
Liabilities
$5,599
Net assets
$182,264
Revenue
$214,864
Expenses
$214,953
Net income
-$89
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.80$0.09$0.71$1.39$1.15$0.25
2023Detailed filing. Detailed filing data is available for this year.$0.47$0.01$0.47$0.66$0.62$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.45$0.02$0.43$0.42$0.39$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.37$0.35$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.42$0.05$0.37$0.28$0.35$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.45$0.02$0.43$0.49$0.28$0.21
2018Detailed filing. Detailed filing data is available for this year.$0.24$0.01$0.23$0.32$0.28$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.19$0.01$0.18$0.21$0.21$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.22$0.17$0.05
2015Summary only. Only limited summary data is available for this year.$0.42$0.00$0.42$0.12$0.09$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.29$0.15$0.14
2013Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.20$0.09$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.13$0.08$0.05$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.10$0.04$0.01$0.03