Civic Intelligence

The Toby Fund

990PF • Fiscal year 2014 • EIN 20-3970892

Jan 01, 2014 to Dec 31, 2014 • Filed on May 07, 2015

18930 South Woodland RoadShaker Heights, OH 44122

(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.

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

90th percentile

58%

Higher net margin than 90% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

26th percentile

$0

Higher top officer pay than 26% of similar nonprofits.

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

53rd percentile

2.9%

Faster asset growth than 53% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

97th percentile

424%

Faster revenue growth than 97% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Assets

Up

$8,884,598

Up $250,432 (+2.9%) from 2013

Net Assets

Up

$8,884,598

Up $250,432 (+2.9%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$430,362

Up $348,245 (+424%) from 2013

Expenses

Down

$179,939

Down $43,527 (-19%) from 2013

Net Income

Up

$250,423

Up $391,772 (+277%) from 2013

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

2014

Assets$8,884,598
Liabilities$0
Net Assets$8,884,598

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

2014

Revenue$430,362
Expenses$179,939
Net Income$250,423
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 7, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

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

Filer

Filer Name
The Toby Fund
EIN
20-3970892
Phone
2163636489
Address
18930 SOUTH WOODLAND ROAD, SHAKER HEIGHTS, OH 44122

Signing Officer

Name
Toby D Lewis
Title
President
Phone
2163636489
Signed
2015-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Mn Advisory Services LLC
Address
1111 SUPERIOR AVE STE 700, CLEVELAND, OH 44114
Preparer
Joseph P Kovalcheck Jr
Phone
2163630100
Raw XML Appendix355 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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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/AddressLine1Txt239221 WOODWARE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31300 MOUNT ROYAL AVENUE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt537 S WABASH AVENUE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7102 MEYERSON HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8325 N HARRISON STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0PO BOX 951427 ROOM 8260
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8VA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd321217
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd4029032784
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd560603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd6900951427
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd719104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd823284
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd906511
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0110000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0175082
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0365597
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0190515
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0133702
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0501087
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01035342
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0190515
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0844827
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0634789
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0133702
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0501087
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0175082
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01479616
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01670131
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0OFFICE EQUIPMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INTEREST RECEIVABLE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CUSTODY ACCOUNT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3REIMBURSED EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt18382
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03357
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03357
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt28382
OtherIncreasesSchedule/OtherIncreasesDetail/Amt09
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt051800
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TAX SERVICE FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt051800
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt1200
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TOBY D LEWIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02163636489
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE TOBY FUND
ReturnHeader/Filer/BusinessNameControlTxt0TOBY
ReturnHeader/Filer/EIN0203970892
ReturnHeader/Filer/PhoneNum02163636489
ReturnHeader/Filer/USAddress/AddressLine1Txt018930 SOUTH WOODLAND ROAD
ReturnHeader/Filer/USAddress/CityNm0SHAKER HEIGHTS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044122
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274398564
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MN ADVISORY SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01111 SUPERIOR AVE STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044114
ReturnHeader/PreparerPersonGrp/PhoneNum02163630100
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH P KOVALCHECK JR
ReturnHeader/ReturnTs02015-05-12T15:13:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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