Civic Intelligence

Edfocus Initiative

990EZ • Fiscal year 2022 • EIN 20-4127087

Jul 01, 2021 to Jun 30, 2022 • Filed on Jul 28, 2022

Organization ProfileWWW.EDFOCUSINITIATIVE.ORG
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

93rd percentile

0.76x

Higher debt load relative to assets than 93% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

92nd percentile

0.53x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

86th percentile

42%

Higher net margin than 86% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

21st percentile

-22%

Faster asset growth than 21% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

22nd percentile

-23%

Faster revenue growth than 22% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$46,167

Down $29,215 (-39%) from 2020

Net Assets

$11,067

No earlier filing loaded for comparison.

Liabilities

Down

$35,100

Down $11,000 (-24%) from 2020

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin86th percentile

Revenue

Down

$65,980

Down $46,342 (-41%) from 2020

Expenses

Down

$38,313

Down $90,506 (-70%) from 2020

Net Income

Up

$27,667

Up $44,164 (+268%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

2022

Assets$46,167
Liabilities$35,100
Net Assets$11,067
Open 2022 Filing

Operations Trend

Revenue Growth22nd percentile

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

2022

Revenue$65,980
Expenses$38,313
Net Income$27,667
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jul 28, 2022
Return Version
2021v4.2
Gross Receipts
$65,980
Mission and Program Overview

Mission

Provide consultation to K-12 School Dist

Program Services

DescriptionGrantsExpenses
Provides customized,affordable,high quality technical and prof development to K-12School Districts that want to improve student achievement-Standards based curriculum,best practice--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen H PetersSenior ConsultantFT$0--
Judith K MarchSenior ConsultantFT$0--
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
President
Phone
3308421116
Signed
2022-07-28
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Description of other expenses Part I line 16

“Description AmountBusiness Promotion 480Insurance 6,398Bank Charges 33Payroll processing fee 539Workers Compensation 133Computer/Software 7,465Telephone 3,263Supplies 1,091Travel, Lodging, Mileage & Meals 12,543Reimbursed Expenses 521”

Description of other assets Part II line 24

“Category Beginning of Year End of YearPrepaid Insurance 6,398 6,412Amount Due 0 179”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearLP EIDL Loan 35,100 35,100”

Raw XML Appendix168 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/BOYAmt012102
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039576
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt027667
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05847
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt046167
IRS990EZ/GrossReceiptsAmt065980
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-16600
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011067
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-16600
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011067
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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/BOYAmt06398
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06591
IRS990EZ/OtherExpensesTotalAmt032466
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide consultation to K-12 School Dist
IRS990EZ/ProgramServiceRevenueAmt065980
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provides customized,affordable,high quality technical and prof development to K-12School Districts that want to improve student achievement-Standards based curriculum,best practice
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt035100
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt035100
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038313
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt065980
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt044
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt065980
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0110320
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt083440
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0166472
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0426212
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt044
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0426212
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt065980
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0110320
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt083440
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0166472
IRS990ScheduleA/Total509Grp/TotalAmt0426212
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt065980
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0110322
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt083461
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0166493
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0426256
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBusiness Promotion 480Insurance 6,398Bank Charges 33Payroll processing fee 539Workers Compensation 133Computer/Software 7,465Telephone 3,263Supplies 1,091Travel, Lodging, Mileage & Meals 12,543Reimbursed Expenses 521
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearPrepaid Insurance 6,398 6,412Amount Due 0 179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearLP EIDL Loan 35,100 35,100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Karen Peters
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03308421116
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-28
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/PreparerFirmGrp/PreparerFirmEIN0341785016
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Belloto and Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt032 State St Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Struthers
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044471
ReturnHeader/PreparerPersonGrp/PhoneNum03302591840
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marie Belloto
ReturnHeader/ReturnTs02022-11-08T14:25:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Karen
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Peters
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,167
Liabilities
$35,100
Net assets
$11,067
Revenue
$65,980
Expenses
$38,313
Net income
$27,667
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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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