Liabilities / Assets
90th percentile
Higher debt load relative to assets than 90% of similar nonprofits.
Edfocus Initiative
990EZ • Fiscal year 2023 • EIN 20-4127087
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.48x
Liabilities / Revenue
92nd percentile
Higher debt load relative to revenue than 92% of similar nonprofits.
Net Margin
83rd percentile
Higher net margin than 83% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
84th percentile
Faster asset growth than 84% of similar nonprofits.
Revenue Growth
53rd percentile
Faster revenue growth than 53% of similar nonprofits.
Balance Sheet
Assets
Up$66,227
Up $20,060 (+43%) from 2022
Net Assets
Up$34,456
Up $23,389 (+211%) from 2022
Liabilities
Down$31,771
Down $3,329 (-9.5%) from 2022
Revenue And Expenses
Revenue
Up$70,568
Up $4,588 (+7.0%) from 2022
Expenses
Up$47,175
Up $8,862 (+23%) from 2022
Net Income
Down$23,393
Down $4,274 (-15%) from 2022
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2022 to Jun 30, 2023
- Signed
- Nov 11, 2023
- Return Version
- 2022v5.0
- Gross Receipts
- $70,568
Mission and Program Overview
Mission
Provide consultation to K-12 School Dist
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Provides customized,affordable,high quality technical and prof development to K-12School Districts that want to improve student achievement-Standards based curriculum,best practice | - | $45,400 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Karen H Peters | Senior Consultant | FT | $0 | - | - |
| Judith K March | Senior Consultant | FT | $0 | - | - |
| Sandra E Krueger | Co Chair | - | $0 | - | - |
| Mary Jane Stanchina | Co Chair | - | $0 | - | - |
| Andrew Povtak | Secretary | - | $0 | - | - |
| Terry Swearingen | Trustee | - | $0 | - | - |
| Carl Brondel | Trustee | - | $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
- 2023-11-11
- 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 revenue Part I line 8
“Description AmountMiscellaneous income 196”
Description of other expenses Part I line 16
“Description AmountDepreciation from 4562 631Business Promotion 4,286Insurance 6,412Bank Charges 55Payroll processing fee 539Workers Compensation 117Computer/Software 7,111Telephone 3,092Supplies 1,866Travel, Lodging, Mileage & Meals 10,766Reimbursed Expenses 768Postage and Delivery 27License and permits 50Interest 3,033Miscellaneous 179”
Description of other assets Part II line 24
“Category Beginning of Year End of YearPrepaid Insurance 6,412 2,347Amount Due 179 179Property and Equipment 0 5,681”
Description of total liabilities Part II line 26
“Category Beginning of Year End of YearLP EIDL Loan 35,100 31,771”
Raw XML Appendix173 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Karen H Peters PhD |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 3308421116 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 140 West Highland Avenue |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | East Palestine |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 44413 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 39572 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 58020 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 23393 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 8243 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 46163 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 66227 |
| IRS990EZ/GrossReceiptsAmt | 0 | 70568 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 11063 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 34456 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 11063 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 34456 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 40.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 40.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Karen H Peters |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Judith K March |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Sandra E Krueger |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Mary Jane Stanchina |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Andrew Povtak |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Terry Swearingen |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Carl Brondel |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Senior consultant |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Senior Consultant |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Co chair |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Co chair |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Trustee |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 6591 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 8207 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 38932 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 196 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Provide consultation to K-12 School Dist |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 70372 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Provides customized,affordable,high quality technical and prof development to K-12School Districts that want to improve student achievement-Standards based curriculum,best practice |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 45400 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 35100 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 31771 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 47175 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 45400 |
| IRS990EZ/TotalRevenueAmt | 0 | 70568 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.edfocusinitiative.org |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 2 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 21 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 23 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 70372 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 65980 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 110320 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 83440 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 330112 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 2 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 21 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 23 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.99990 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.99990 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 330112 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 70372 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 65980 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 110320 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 83440 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 330112 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 70372 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 65980 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 0 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 110322 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 83461 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 330135 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description AmountMiscellaneous income 196 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description AmountDepreciation from 4562 631Business Promotion 4,286Insurance 6,412Bank Charges 55Payroll processing fee 539Workers Compensation 117Computer/Software 7,111Telephone 3,092Supplies 1,866Travel, Lodging, Mileage & Meals 10,766Reimbursed Expenses 768Postage and Delivery 27License and permits 50Interest 3,033Miscellaneous 179 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Category Beginning of Year End of YearPrepaid Insurance 6,412 2,347Amount Due 179 179Property and Equipment 0 5,681 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Category Beginning of Year End of YearLP EIDL Loan 35,100 31,771 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Description of other revenue Part I line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Description of other assets Part II line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Description of total liabilities Part II line 26 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd | 0 | 00 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Karen Peters |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3308421116 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-11-11 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | EdFOCUS Initiative |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | EDFO |
| ReturnHeader/Filer/EIN | 0 | 204127087 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 140 West Highland Avenue |
| ReturnHeader/Filer/USAddress/CityNm | 0 | East Palestine |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 444132174 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 341785016 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Belloto and Associates Inc |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 32 State St Suite 200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Struthers |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 44471 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3302591840 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2023-11-11 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Marie Belloto |
| ReturnHeader/ReturnTs | 0 | 2023-11-11T19:07:13-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | Karen |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Peters |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-06-30 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $66,227
- Liabilities
- $31,771
- Net assets
- $34,456
- Revenue
- $70,568
- Expenses
- $47,175
- Net income
- $23,393