Civic Intelligence

The Toby Fund

990PF • Fiscal year 2013 • EIN 20-3970892

Jan 01, 2013 to Dec 31, 2013 • Filed on May 09, 2014

18930 South Woodland Road44122

(216) 363-6489

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

23rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $5M-$10M nonprofits • Source year 2013

Net Margin

3rd percentile

-172%

Higher net margin than 3% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

30th percentile

-1.6%

Faster asset growth than 30% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$8,634,166

Down $141,349 (-1.6%) from 2012

Net Assets

Down

$8,634,166

Down $141,349 (-1.6%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$82,117

No earlier filing loaded for comparison.

Expenses

Up

$223,466

Up $16,174 (+7.8%) from 2012

Net Income

-$141,349

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.

$10M$5.0M$0Assets 2010: $9,010,573Liabilities 2010: $0Net Assets 2010: $9,010,5732010Assets 2011: $8,628,808Liabilities 2011: $0Net Assets 2011: $8,628,8082011Assets 2012: $8,775,515Liabilities 2012: $0Net Assets 2012: $8,775,5152012Assets 2013: $8,634,166Liabilities 2013: $0Net Assets 2013: $8,634,1662013Assets 2014: $8,884,598Liabilities 2014: $0Net Assets 2014: $8,884,5982014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2013

Assets$8,634,166
Liabilities$0
Net Assets$8,634,166

Operations Trend

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

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $796,2262010Expenses 2011: $431,0472011Expenses 2012: $207,2922012Revenue 2013: $82,117Expenses 2013: $223,466Net Income 2013: -$141,3492013Revenue 2014: $430,362Expenses 2014: $179,939Net Income 2014: $250,4232014Revenue 2015: $197,878Expenses 2015: $9,385,052Net Income 2015: -$9,187,1742015

Highlighted filing

2013

Revenue$82,117
Expenses$223,466
Net Income-$141,349
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 9, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TOBY D LEWISPres/Secy/Tr-$0--
Filing and Contact Details

Filer

EIN
20-3970892
Phone
2163636489

Signing Officer

Name
Toby D Lewis
Title
President
Phone
2163636489
Signed
2014-05-09
Discuss with paid preparer
Yes

Preparer

Preparer
Joseph P Kovalcheck Jr
Phone
2163630100
Raw XML Appendix368 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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CompensationExplanation/CompensationExplanationGrp/PersonNm0TOBY D LEWIS
ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE OHIO ATTORNEY GENERAL REQUESTS THAT OHIO FOUNDATIONS FILE AN ANNUAL REPORT ONLINE WITH THE ATTORNEY GENERAL'S OFFICE IN LIEU OF SENDING A COPY OF THE FEDERAL TAX RETURN, FOM 990-PF. THE TOBY FUND HAS COMPLIED WITH THIS REQUEST.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine105212 BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11622 WEST 113TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1239221 WOODWARE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine131300 MOUNT ROYAL AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine14TWO COLLEGE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1537 S WABASH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine16BOARD ART CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine17102 MEYERSON HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine18325 N HARRISON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine191156 CHAPEL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine20PO BOX 951427 ROOM 8260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2BLOOMFIELD HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4PROVIDENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City5CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City6LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City7PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City8RICHMOND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City9NEW HAVEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State5IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State7PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State8VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State9CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode094618
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode110025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode248304
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode321217
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode4029032784
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode560603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode6900951427
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode719104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode823284
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode906511
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0110000
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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/AppliedToCurrentYearAmt0201632
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0371706
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0170074
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0133702
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0501087
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01035342
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0376421
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0170074
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0206347
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01670131
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0133702
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0501087
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01035342
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0201632
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01876478
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02046552
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt01005
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0OFFICE EQUIPMENT
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt01005
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CUSTODY ACCOUNT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3REIMBURSED EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt112032
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03158
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03158
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt212032
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt073200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TAX SERVICE FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt073200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt1200
TaxesSchedule/TaxesDetail/Amt06676
TaxesSchedule/TaxesDetail/Amt110000
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX-2012
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX-2013
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TOBY D LEWIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02163636489
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE TOBY FUND
ReturnHeader/Filer/BusinessNameControlTxt0TOBY
ReturnHeader/Filer/EIN0203970892
ReturnHeader/Filer/PhoneNum02163636489
ReturnHeader/Filer/USAddress/AddressLine1018930 SOUTH WOODLAND ROAD
ReturnHeader/Filer/USAddress/City0SHAKER HEIGHTS
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode044122
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MN ADVISORY SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101111 SUPERIOR AVE STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode044114
ReturnHeader/PreparerPersonGrp/PhoneNum02163630100
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH P KOVALCHECK JR
ReturnHeader/ReturnTs02014-05-13T13:06:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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