Civic Intelligence

Adopt a Class Foundation Inc

990 • Fiscal year 2019 • EIN 20-2587299

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 13, 2019

Organization ProfileAACFOUNDATION.COM

View Organization Page

3805 Edwards RoadCincinnati, OH 45209

(513) 244-8075

Siviq Scores

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

Liabilities / Assets

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

74th percentile

0.03x

Higher debt load relative to revenue than 74% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

97th percentile

$82,612

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 17.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

90th percentile

88%

Faster asset growth than 90% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

86th percentile

53%

Faster revenue growth than 86% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$446,726

Up $209,368 (+88%) from 2018

Net Assets

Up

$431,694

Up $205,774 (+91%) from 2018

Liabilities

Up

$15,032

Up $3,594 (+31%) from 2018

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin89th percentile

Revenue

Up

$486,675

Up $167,570 (+53%) from 2018

Expenses

Up

$280,920

Up $5,471 (+2.0%) from 2018

Net Income

Up

$205,755

Up $162,099 (+371%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth90th 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

2019

Assets$446,726
Liabilities$15,032
Net Assets$431,694
Open 2019 Filing

Operations Trend

Revenue Growth86th 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

2019

Revenue$486,675
Expenses$280,920
Net Income$205,755
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$486,675
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.

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 (cont Sch O)

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$191,158$295,830▲ $104,672
Pledges and Grants Receivable-$140,000-
Cash and Non-Interest-Bearing Accounts$25,318$10,266▼ $15,052
Accounts Receivable$20,882$630▼ $20,252
Total Assets$237,358$446,726▲ $209,368
Liabilities
Accounts Payable and Accrued Expenses$11,438$15,032▲ $3,594
Total Liabilities$11,438$15,032▲ $3,594
Net Assets / Fund Balance
Unrestricted Net Assets$219,671$286,222▲ $66,551
Temporarily Rstr Net Assets$6,249$145,472▲ $139,223
Total Net Assets Fund Balance$225,920$431,694▲ $205,774
Total Liabilities and Net Assets / Fund Balance$237,358$446,726▲ $209,368
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie ShifmanExecutive DirectorFT$80,173$2,439$82,612

Board Members and Trustees

NameTitle
Rick ChouteauPresident
Adam KoehlerDirector
Brian BurkeDirector
Byron WhiteDirector
Crystal FaulknerDirector
David FaulkDirector
Elizabeth ManganDirector
Evan ClinkenbeardDirector
Jason PartinDirector
Jason VaughnDirector
Jeff WellensDirector
Keith MoranDirector
Patty NagelkirkDirector
Vishal VermaDirector
Bill BurwinkelFounder
Allison GoicoSecretary
Jim SullivanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$478,992
Program Service Revenue
$5,070
Investment Income
$2,613
Other Revenue
$0
All Other Contributions
$458,992
Change in Net Assets
$205,755
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$208,677
Other Expenses$72,243
Total Fundraising Expense$34,120
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$87,285$11,999$7,173$106,457
Current Officers, Directors, Trustees, and Key Employees$41,869$20,934$20,934$83,737
Fees for Services Other$0$19,227$0$19,227
Payroll Taxes$10,803$2,729$2,322$15,854
Information Technology$8,788$2,220$1,889$12,897
Travel$4,726$721$100$5,547
Occupancy$3,243$819$697$4,759
Fees for Services Accounting$0$4,613$0$4,613
Office Expenses$1,828$462$1,005$3,295
Other Employee Benefits$2,270$359$0$2,629
Other Expenses$0$1,302$0$1,302
All Other Expenses$667$348$0$1,015
Total Functional Expenses$181,067$65,733$34,120$280,920
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
Filing and Contact Details

Filer

Filer Name
Adopt A Class Foundation Inc
EIN
20-2587299
Phone
5132448075
Address
3805 Edwards Road, Cincinnati, OH 45209

Signing Officer

Name
Julie Shifman
Title
Executive Director
Phone
5132448075
Signed
2019-11-13
Discuss with paid preparer
Yes

Organization Details

Formed
2005
Legal Domicile
Oh
Voting Board Members
17
Independent Board Members
17
Employees
5
Volunteers
2,500

Preparer

Firm
Locey Mitchell & Associates Ltd
Address
4760 Red Bank Expressway Suite 216, CINCINNATI, OH 45227
Preparer
Michelle R Locey
Phone
5132813333
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The finance committee and the executive director review Form 990 before filing.”

Pt VI, Line 12C

“The entity has a written policy in place.”

Pt VI, Line 15A

“Compensation for top officials and officer's is reviewed annually as part of the budgeting process.”

Pt VI, Line 19

“Explanations are available upon request.”

Other

“Part I, Line 1 & Part II, Line 1 - and social skills for the students and building the culture of philanthropy and teamwork for the business.”

Pt VI, Line 15B

“Compensation for top officials and officer's is reviewed annually as part of the budgeting process.”

Form 990, Part IX, Line 24E

“Miscellaneous 1015. 667. 348. 0.”

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IRS990/NetAssetsOrFundBalancesEOYAmt0431694
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt0697
IRS990/OccupancyGrp/ManagementAndGeneralAmt0819
IRS990/OccupancyGrp/ProgramServicesAmt03243
IRS990/OccupancyGrp/TotalAmt04759
IRS990/OfficeExpensesGrp/FundraisingAmt01005
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0462
IRS990/OfficeExpensesGrp/ProgramServicesAmt01828
IRS990/OfficeExpensesGrp/TotalAmt03295
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0359
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02270
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02629
IRS990/OtherExpensesGrp/Desc0Mentor education and events
IRS990/OtherExpensesGrp/Desc1Classroom field trips
IRS990/OtherExpensesGrp/Desc2Program supplies
IRS990/OtherExpensesGrp/Desc3Staff and board development
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31302
IRS990/OtherExpensesGrp/ProgramServicesAmt08532
IRS990/OtherExpensesGrp/ProgramServicesAmt16637
IRS990/OtherExpensesGrp/ProgramServicesAmt24419
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt08532
IRS990/OtherExpensesGrp/TotalAmt16637
IRS990/OtherExpensesGrp/TotalAmt24419
IRS990/OtherExpensesGrp/TotalAmt31302
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt07173
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt011999
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt087285
IRS990/OtherSalariesAndWagesGrp/TotalAmt0106457
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02322
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02729
IRS990/PayrollTaxesGrp/ProgramServicesAmt010803
IRS990/PayrollTaxesGrp/TotalAmt015854
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0140000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Julie Shifman
IRS990/PriorPeriodAdjustmentsAmt019
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Program Fees
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05070
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0313950
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0175
IRS990/PYOtherExpensesAmt052498
IRS990/PYProgramServiceRevenueAmt04980
IRS990/PYRevenuesLessExpensesAmt043656
IRS990/PYSalariesCompEmpBnftPaidAmt0222951
IRS990/PYTotalExpensesAmt0275449
IRS990/PYTotalRevenueAmt0319105
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0205755
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt05070
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0191158
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0295830
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0478992
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0313950
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0213417
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0167700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0177900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01351959
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02613
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0175
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0172
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07976
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt010936
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt010050
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.68540
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.69880
IRS990ScheduleA/PublicSupportTotal170Amt0934177
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt0417782
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0478992
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0313950
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0213417
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0167700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0177900
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01351959
IRS990ScheduleA/TotalSupportAmt01362895
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The finance committee and the executive director review Form 990 before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The entity has a written policy in place.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Compensation for top officials and officer's is reviewed annually as part of the budgeting process.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Explanations are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Part I, Line 1 & Part II, Line 1 - and social skills for the students and building the culture of philanthropy and teamwork for the business.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Compensation for top officials and officer's is reviewed annually as part of the budgeting process.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Miscellaneous 1015. 667. 348. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt06249
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0145472
IRS990/TempOrPermanentEndowmentsInd0false

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$446,726
Liabilities
$15,032
Net assets
$431,694
Revenue
$486,675
Expenses
$280,920
Net income
$205,755
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