Civic Intelligence

Aaron J Meyer Foundation Inc

990EZ • Fiscal year 2015 • EIN 20-3237066

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 31, 2015

2501 Parmenter Street 100BMiddleton, WI 53562

(608) 824-3002

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.71x

Higher debt load relative to assets than 92% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

98th percentile

2.45x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

54th percentile

5.0%

Higher net margin than 54% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

44th percentile

-0.6%

Faster asset growth than 44% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

45th percentile

-2.0%

Faster revenue growth than 45% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$232,198

Down $1,455 (-0.6%) from 2014

Net Assets

Up

$68,099

Up $3,385 (+5.2%) from 2014

Liabilities

Down

$164,099

Down $4,840 (-2.9%) from 2014

Revenue

Down

$66,988

Down $1,374 (-2.0%) from 2014

Expenses

Down

$63,613

Down $3,097 (-4.6%) from 2014

Net Income

Up

$3,375

Up $1,723 (+104%) from 2014

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $253,339Liabilities 2011: $184,579Net Assets 2011: $68,7602011Assets 2012: $246,025Liabilities 2012: $180,498Net Assets 2012: $65,5272012Assets 2013: $237,757Liabilities 2013: $174,695Net Assets 2013: $63,0622013Assets 2014: $233,653Liabilities 2014: $168,939Net Assets 2014: $64,7142014Assets 2015: $232,198Liabilities 2015: $164,099Net Assets 2015: $68,0992015Assets 2016: $577,286Liabilities 2016: $372,859Net Assets 2016: $204,4272016Assets 2017: $513,580Liabilities 2017: $356,672Net Assets 2017: $156,9082017Assets 2018: $442,354Liabilities 2018: $342,936Net Assets 2018: $99,4182018

Highlighted filing

2015

Assets$232,198
Liabilities$164,099
Net Assets$68,099

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $38,319Expenses 2011: $55,094Net Income 2011: -$16,7752011Revenue 2012: $44,896Expenses 2012: $48,129Net Income 2012: -$3,2332012Revenue 2013: $52,946Expenses 2013: $55,411Net Income 2013: -$2,4652013Revenue 2014: $68,362Expenses 2014: $66,710Net Income 2014: $1,6522014Revenue 2015: $66,988Expenses 2015: $63,613Net Income 2015: $3,3752015Revenue 2016: $230,478Expenses 2016: $99,150Net Income 2016: $131,3282016Revenue 2017: $52,732Expenses 2017: $100,251Net Income 2017: -$47,5192017Revenue 2018: $77,043Expenses 2018: $134,533Net Income 2018: -$57,4902018

Highlighted filing

2015

Revenue$66,988
Expenses$63,613
Net Income$3,375
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 31, 2015
Return Version
2014v5.0
Gross Receipts
$66,988
Mission and Program Overview

Mission

The aaron j meyer foundation serves college aged men in recovery through an unique peer support modality, providing students the opportunity to live and study in a chemical-free environment cultivating the natural supports within the community, this resident-driven program relies on highly individualized programming and goal planning, mentorship, effective networking and case management, as well as the building of healthy and lasting relationships critical to longterm sobriety.

Program Services

DescriptionGrantsExpenses
PROVIDE SUBSIDIZED RESIDENT HOUSING TO COLLEGE-AGE YOUNG MEN IN AODA RECOVERY$2,900$35,074
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES LEONHARTPresident-$0--
TOM MEYERDirector-$0--
CATHY MEYERSecretary-$0--
JENNIFER ZILAVYTreasurer-$0--
ANTHONY ERNSTDirector-$0--
SARAH DUNN-CARPENTERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Aaron J Meyer Foundation Inc
EIN
20-3237066
Phone
6088243002
Address
2501 PARMENTER STREET 100B, MIDDLETON, WI 53562

Signing Officer

Name
Jennifer Zilavy
Title
Treasurer
Phone
6088243002
Signed
2015-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Kollath & Associates CPA LLC
Address
2501 PARMENTER ST STE 100B, MIDDLETON, WI 53562
Preparer
Michael Kollath
Phone
6088243002
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses supplies 977 telephone and communications 2,330 bank fees 25 paypal fees 168 other 309 website expenses 124 business registration fees 20 mortgage loan interest 7,319 liability 5,565 worker's comp 1,297 non-investment depreciation 6,964 total 25,098

Form 990-ez, Part II, Line 24

Prepaid expenses and deferred charges 0 3,000 equip and furniture 4,480 4,480 less accumulated depreciation 4,048 4,274 resident fees receivable 0 0 accounts receivable 420 0 total 852 3,206

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 1,543 mortgage payable 168,759 162,556 payroll liabilities 180 0

Form 990-ez, Part III

The aaron j meyer foundation serves college aged men in recovery through an unique peer support modality, providing students the opportunity to live and study in a chemical-free environment cultivating the natural supports within the community, this resident-driven program relies on highly individualized programming and goal planning, mentorship, effective networking and case management, as well as the building of healthy and lasting relationships critical to longterm sobriety.

Raw XML Appendix150 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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IRS990EZ/PrimaryExemptPurposeTxt0THE AARON J MEYER FOUNDATION SERVES COLLEGE AGED MEN IN RECOVERY THROUGH AN UNIQUE PEER SUPPORT MODALITY, PROVIDING STUDENTS THE OPPORTUNITY TO LIVE AND STUDY IN A CHEMICAL-FREE ENVIRONMENT CULTIVATING THE NATURAL SUPPORTS WITHIN THE COMMUNITY, THIS RESIDENT-DRIVEN PROGRAM RELIES ON HIGHLY INDIVIDUALIZED PROGRAMMING AND GOAL PLANNING, MENTORSHIP, EFFECTIVE NETWORKING AND CASE MANAGEMENT, AS WELL AS THE BUILDING OF HEALTHY AND LASTING RELATIONSHIPS CRITICAL TO LONGTERM SOBRIETY.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SUPPLIES 977 TELEPHONE AND COMMUNICATIONS 2,330 BANK FEES 25 PAYPAL FEES 168 OTHER 309 WEBSITE EXPENSES 124 BUSINESS REGISTRATION FEES 20 MORTGAGE LOAN INTEREST 7,319 LIABILITY 5,565 WORKER'S COMP 1,297 NON-INVESTMENT DEPRECIATION 6,964 TOTAL 25,098
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPAID EXPENSES AND DEFERRED CHARGES 0 3,000 EQUIP AND FURNITURE 4,480 4,480 LESS ACCUMULATED DEPRECIATION 4,048 4,274 RESIDENT FEES RECEIVABLE 0 0 ACCOUNTS RECEIVABLE 420 0 TOTAL 852 3,206
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 1,543 MORTGAGE PAYABLE 168,759 162,556 PAYROLL LIABILITIES 180 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE AARON J MEYER FOUNDATION SERVES COLLEGE AGED MEN IN RECOVERY THROUGH AN UNIQUE PEER SUPPORT MODALITY, PROVIDING STUDENTS THE OPPORTUNITY TO LIVE AND STUDY IN A CHEMICAL-FREE ENVIRONMENT CULTIVATING THE NATURAL SUPPORTS WITHIN THE COMMUNITY, THIS RESIDENT-DRIVEN PROGRAM RELIES ON HIGHLY INDIVIDUALIZED PROGRAMMING AND GOAL PLANNING, MENTORSHIP, EFFECTIVE NETWORKING AND CASE MANAGEMENT, AS WELL AS THE BUILDING OF HEALTHY AND LASTING RELATIONSHIPS CRITICAL TO LONGTERM SOBRIETY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-02-25 16:41:14Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER ZILAVY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06088243002
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-31
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ReturnHeader/Filer/EIN0203237066
ReturnHeader/Filer/PhoneNum06088243002
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ReturnHeader/PreparerPersonGrp/PhoneNum06088243002
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL KOLLATH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-13T13:16:19-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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Filings