Civic Intelligence

Edfocus Initiative

990EZ • Fiscal year 2019 • EIN 20-4127087

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 08, 2019

140 West Highland AvenueEast Palestine, OH 44413-2174

(330) 842-1116

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

5th percentile

-107%

Higher net margin than 5% of similar nonprofits.

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

Top Officer Pay

90th percentile

$40,500

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 48.4% of source-year revenue.

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

Asset Growth

6th percentile

-66%

Faster asset growth than 6% of similar nonprofits.

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

Revenue Growth

10th percentile

-50%

Faster revenue growth than 10% of similar nonprofits.

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

Assets

Down

$45,779

Down $89,410 (-66%) from 2018

Net Assets

Down

$45,779

Down $89,410 (-66%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$83,722

Down $82,771 (-50%) from 2018

Expenses

Down

$173,132

Down $98,055 (-36%) from 2018

Net Income

Up

-$89,410

Up $15,284 (+15%) from 2018

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $230,856Liabilities 2011: $3,000Net Assets 2011: $227,8562011Assets 2012: $239,099Liabilities 2012: $0Net Assets 2012: $239,0992012Assets 2013: $205,896Liabilities 2013: $0Net Assets 2013: $205,8962013Assets 2014: $133,180Liabilities 2014: $0Net Assets 2014: $133,1802014Assets 2015: $136,156Liabilities 2015: $0Net Assets 2015: $136,1562015Assets 2016: $251,518Liabilities 2016: $0Net Assets 2016: $251,5182016Assets 2017: $239,758Liabilities 2017: $0Net Assets 2017: $239,7582017Assets 2018: $135,189Liabilities 2018: $0Net Assets 2018: $135,1892018Assets 2019: $45,779Liabilities 2019: $0Net Assets 2019: $45,7792019Assets 2020: $75,382Liabilities 2020: $46,1002020Assets 2022: $46,167Liabilities 2022: $35,100Net Assets 2022: $11,0672022Assets 2023: $66,227Liabilities 2023: $31,771Net Assets 2023: $34,4562023Assets 2024: $43,419Liabilities 2024: $02024Assets 2025: $44,889Net Assets 2025: $44,8892025

Highlighted filing

2019

Assets$45,779
Liabilities$0
Net Assets$45,779

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $627,530Expenses 2011: $566,878Net Income 2011: $60,6522011Revenue 2012: $438,468Expenses 2012: $427,225Net Income 2012: $11,2432012Revenue 2013: $499,489Expenses 2013: $532,692Net Income 2013: -$33,2032013Revenue 2014: $215,195Expenses 2014: $287,911Net Income 2014: -$72,7162014Revenue 2015: $158,241Expenses 2015: $155,265Net Income 2015: $2,9762015Revenue 2016: $350,551Expenses 2016: $235,189Net Income 2016: $115,3622016Revenue 2017: $250,018Expenses 2017: $261,778Net Income 2017: -$11,7602017Revenue 2018: $166,493Expenses 2018: $271,187Net Income 2018: -$104,6942018Revenue 2019: $83,722Expenses 2019: $173,132Net Income 2019: -$89,4102019Revenue 2020: $112,322Expenses 2020: $128,819Net Income 2020: -$16,4972020Revenue 2022: $65,980Expenses 2022: $38,313Net Income 2022: $27,6672022Revenue 2023: $70,568Expenses 2023: $47,175Net Income 2023: $23,3932023Revenue 2024: $66,553Expenses 2024: $57,590Net Income 2024: $8,9632024Revenue 2025: $55,768Expenses 2025: $54,296Net Income 2025: $1,4722025

Highlighted filing

2019

Revenue$83,722
Expenses$173,132
Net Income-$89,410
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 8, 2019
Return Version
2018v3.1
Gross Receipts
$83,722
Mission and Program Overview

Mission

Provide consultation to K-12 School Dist

Program Services

DescriptionGrantsExpenses
Provides customizedaffordablehigh quality technical and prof development to K-12School Districts that want to improve student achievement-Standards based curriculumbest practice-$159,786
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen H PetersSenior ConsultantFT$40,500-$40,500
Judith K MarchSenior ConsultantFT$40,500-$40,500
Sandra E KruegerCo Chair-$0--
Mary Jane StanchinaCo Chair-$0--
Andrew PovtakSecretary-$0--
Terry SwearingenTrustee-$0--
Carl BrondelTrustee-$0--
Filing and Contact Details

Filer

Filer Name
EdFOCUS Initiative
EIN
20-4127087
Address
140 West Highland Avenue, East Palestine, OH 44413-2174

Signing Officer

Name
Karen Peters
Title
Senior consulta
Phone
3308421116
Signed
2019-11-08
Discuss with paid preparer
No

Preparer

Firm
Belloto and Associates Inc
Address
32 State Street Suite 200, Struthers, OH 44471
Preparer
Marie Belloto
Phone
3302591840
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountAdvertising and Marketing 2,200Insurance 6,453Payroll Taxes 6,196Payroll processing fee 2,034Workers Compensation 244Computer/Software 7,559Telephone 2,916Supplies 2,393Travel, Lodging, Mileage & Meals 29,032Miscellaneous 368Charitable Registration 100

Description of other assets Part II line 24

Category Beginning of Year End of YearPrepaid Insurance 6,360 6,281

Raw XML Appendix179 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum03308421116
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0140 West Highland Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0East Palestine
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd044413
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0128829
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039498
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-89410
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt032425
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0135189
IRS990EZ/Form990TotalAssetsGrp/EOYAmt045779
IRS990EZ/GrossReceiptsAmt083722
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt021
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0135189
IRS990EZ/NetAssetsOrFundBalancesEOYAmt045779
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0135189
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt045779
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt040500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Karen H Peters
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Judith K March
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sandra E Krueger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Mary Jane Stanchina
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Andrew Povtak
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Terry Swearingen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Carl Brondel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Senior consultant
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Senior Consultant
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06360
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06281
IRS990EZ/OtherExpensesTotalAmt059495
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide consultation to K-12 School Dist
IRS990EZ/PrintingPublicationsPostageAmt0212
IRS990EZ/ProgramServiceRevenueAmt083701
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provides customizedaffordablehigh quality technical and prof development to K-12School Districts that want to improve student achievement-Standards based curriculumbest practice
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0159786
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt081000
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0173132
IRS990EZ/TotalProgramServiceExpensesAmt0159786
IRS990EZ/TotalRevenueAmt083722
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0100
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt041
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0101
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt083440
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0166472
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0249977
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0350533
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0158141
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01008563
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt041
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0101
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt01008663
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt083440
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0166472
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0249977
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0350533
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0158241
IRS990ScheduleA/Total509Grp/TotalAmt01008663
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt083461
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0166493
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0250018
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0350551
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0158241
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01008764
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountAdvertising and Marketing 2,200Insurance 6,453Payroll Taxes 6,196Payroll processing fee 2,034Workers Compensation 244Computer/Software 7,559Telephone 2,916Supplies 2,393Travel, Lodging, Mileage & Meals 29,032Miscellaneous 368Charitable Registration 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearPrepaid Insurance 6,360 6,281
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Karen Peters
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Senior consulta
ReturnHeader/BusinessOfficerGrp/PhoneNum03308421116
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EdFOCUS Initiative
ReturnHeader/Filer/BusinessNameControlTxt0EDFO
ReturnHeader/Filer/EIN0204127087
ReturnHeader/Filer/USAddress/AddressLine1Txt0140 West Highland Avenue
ReturnHeader/Filer/USAddress/CityNm0East Palestine
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0444132174
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07A20DFB83C75EEADB4DE02A028FE5E89571D359D
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03460932019312vuzglk2
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.226.251.65
ReturnHeader/FilingSecurityInformation/IPDt02019-11-08
ReturnHeader/FilingSecurityInformation/IPTm013:39:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341785016
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Belloto and Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt032 State Street Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Struthers
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044471
ReturnHeader/PreparerPersonGrp/PhoneNum03302591840
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marie Belloto
ReturnHeader/ReturnTs02019-11-08T13:23:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.45$0.56$0.54$0.01
2024Summary only. Only limited summary data is available for this year.$0.43$0.00$0.67$0.58$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.66$0.32$0.34$0.71$0.47$0.23
2022Detailed filing. Detailed filing data is available for this year.$0.46$0.35$0.11$0.66$0.38$0.28
2020Summary only. Only limited summary data is available for this year.$0.75$0.46$1.12$1.29$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.84$1.73$0.89
2018Summary only. Only limited summary data is available for this year.$1.35$0.00$1.35$1.66$2.71$1.05
2017Summary only. Only limited summary data is available for this year.$2.40$0.00$2.40$2.50$2.62$0.12
2016Summary only. Only limited summary data is available for this year.$2.52$0.00$2.52$3.51$2.35$1.15
2015Summary only. Only limited summary data is available for this year.$1.36$0.00$1.36$1.58$1.55$0.03
2014Summary only. Only limited summary data is available for this year.$1.33$0.00$1.33$2.15$2.88$0.73
2013Summary only. Only limited summary data is available for this year.$2.06$0.00$2.06$4.99$5.33$0.33
2012Summary only. Only limited summary data is available for this year.$2.39$0.00$2.39$4.38$4.27$0.11
2011Summary only. Only limited summary data is available for this year.$2.31$0.03$2.28$6.28$5.67$0.61