Civic Intelligence

Options in Education Foundation Inc.

990EZ • Fiscal year 2016 • EIN 20-4996801

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 26, 2016

9945 Cumberland Pointe BlvdNoblesville, IN 46060

(317) 773-8659

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

84th percentile

29%

Higher net margin than 84% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

91st percentile

101%

Faster asset growth than 91% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

56th percentile

4.2%

Faster revenue growth than 56% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$37,812

Up $18,974 (+101%) from 2015

Net Assets

Up

$37,812

Up $18,974 (+101%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$65,480

Up $2,646 (+4.2%) from 2015

Expenses

Down

$46,507

Down $13,138 (-22%) from 2015

Net Income

Up

$18,973

Up $15,784 (+495%) from 2015

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,530Liabilities 2011: $02011Assets 2012: $6,968Liabilities 2012: $02012Assets 2013: $8,219Liabilities 2013: $02013Assets 2014: $15,650Liabilities 2014: $02014Assets 2015: $18,838Net Assets 2015: $18,8382015Assets 2016: $37,812Net Assets 2016: $37,8122016Assets 2017: $31,315Net Assets 2017: $31,3152017Assets 2018: $57,645Net Assets 2018: $57,6452018Assets 2019: $48,471Net Assets 2019: $48,4712019Assets 2020: $1,362,162Liabilities 2020: $0Net Assets 2020: $1,362,1622020Assets 2021: $6,962,499Liabilities 2021: $3,680,525Net Assets 2021: $3,281,9742021Assets 2022: $7,243,218Liabilities 2022: $3,586,010Net Assets 2022: $3,657,2082022Assets 2023: $7,227,870Liabilities 2023: $3,441,392Net Assets 2023: $3,786,4782023Assets 2024: $7,103,688Liabilities 2024: $3,286,976Net Assets 2024: $3,816,7122024

Highlighted filing

2016

Assets$37,812
Liabilities-
Net Assets$37,812

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $51,295Expenses 2011: $54,176Net Income 2011: -$2,8812011Revenue 2012: $70,144Expenses 2012: $68,707Net Income 2012: $1,4372012Revenue 2013: $18,268Expenses 2013: $17,018Net Income 2013: $1,2502013Revenue 2014: $40,851Expenses 2014: $33,420Net Income 2014: $7,4312014Revenue 2015: $62,834Expenses 2015: $59,645Net Income 2015: $3,1892015Revenue 2016: $65,480Expenses 2016: $46,507Net Income 2016: $18,9732016Revenue 2017: $54,586Expenses 2017: $61,083Net Income 2017: -$6,4972017Revenue 2018: $94,862Expenses 2018: $68,532Net Income 2018: $26,3302018Revenue 2019: $27,031Expenses 2019: $36,202Net Income 2019: -$9,1712019Revenue 2020: $1,340,337Expenses 2020: $26,646Net Income 2020: $1,313,6912020Revenue 2021: $2,119,902Expenses 2021: $59,180Net Income 2021: $2,060,7222021Revenue 2022: $810,817Expenses 2022: $435,583Net Income 2022: $375,2342022Revenue 2023: $512,087Expenses 2023: $383,775Net Income 2023: $128,3122023Revenue 2024: $392,249Expenses 2024: $362,015Net Income 2024: $30,2342024

Highlighted filing

2016

Revenue$65,480
Expenses$46,507
Net Income$18,973
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 26, 2016
Return Version
2015v2.1
Gross Receipts
$65,480
Mission and Program Overview

Mission

To support educational institutions, options charter schools, noblesville and carmel/westfield.

To support educational institutions, options charter schools, noblesville and carmel.

Program Services

DescriptionGrantsExpenses
TO SUPPORT THE OPTIONS CHARTER SCHOOLS IN CARMEL AND NOBLESVILLE.-$34,952
FUNDRAISING FOR CARMEL AND NOBLESVILLE SCHOOL ACTIVITIES.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAWRENCE PHILLIPSChairman-$0--
STACY SEGALVice Chairma-$0--
SCOTT MCINTYRESecretary-$0--
HANNAH HEUSERTreasurer-$0--
MATT ABBOTTMember-$0--
ED BIELSKIMember-$0--
GORDON HEMINGERMember-$0--
ANN LAGGESMember-$0--
CALVIN DANIELSMember-$0--
MIKE GUSTINPresident-$0--
Filing and Contact Details

Filer

Filer Name
Options in Education
EIN
20-4996801
Phone
3177738659
Address
9945 CUMBERLAND POINTE BLVD, NOBLESVILLE, IN 46060

Signing Officer

Name
Mike Gustin
Title
President
Phone
3177738659
Signed
2016-10-26

Preparer

Firm
Charles Madden Pc
Address
850 FORT WAYNE AVE, INDIANAPOLIS, IN 46204
Preparer
Dennis M Charles
Phone
3172660480
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Bookstore income 8,456 fundraiser - golf outing 6,163 prom income 1,985 graduation tickets 1,040 other income 367 total 18,011

Form 990-ez, Part I, Line 16

Expenses travel 839 bookstore expense 6,469 prom expense 1,505 graduation expense 1,130 fundraising - golf outing 3,954 scholarships 3,245 staff stipends 1,655 educational software 10,000 bank fees 440 memberships and dues 638 extended programs expense 10,910 supplies 165 other miscellaneous 3,864 donations 1,693 total 46,507

Form 990-ez, Part III

To support educational institutions, options charter schools, noblesville and carmel.

Form 990-ez, Part III, Line 31

Fundraising for carmel and noblesville school activities.

Raw XML Appendix162 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/PersonNm0MIKE GUSTIN
IRS990EZ/BooksInCareOfDetail/PhoneNum03177738659
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09945 CUMBERLAND POINTE BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NOBLESVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046060
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018839
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037812
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt047469
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018973
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018839
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037812
IRS990EZ/GrossReceiptsAmt065480
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018839
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037812
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018839
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037812
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAWRENCE PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STACY SEGAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SCOTT MCINTYRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HANNAH HEUSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MATT ABBOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ED BIELSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GORDON HEMINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ANN LAGGES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CALVIN DANIELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MIKE GUSTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIRMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt046507
IRS990EZ/OtherRevenueTotalAmt018011
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT EDUCATIONAL INSTITUTIONS, OPTIONS CHARTER SCHOOLS, NOBLESVILLE AND CARMEL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT THE OPTIONS CHARTER SCHOOLS IN CARMEL AND NOBLESVILLE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDRAISING FOR CARMEL AND NOBLESVILLE SCHOOL ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034952
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046507
IRS990EZ/TotalProgramServiceExpensesAmt034952
IRS990EZ/TotalRevenueAmt065480
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt047,342
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt047469
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt047402
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt07518
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05024
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt071026
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0178439
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt017644
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt015432
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt018883
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt06909
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt06118
IRS990ScheduleA/OtherIncome170Grp/TotalAmt064986
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.68500
IRS990ScheduleA/PublicSupportPY170Pct00.72010
IRS990ScheduleA/PublicSupportTotal170Amt0178439
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt047469
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt047402
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt07518
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05024
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt071026
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0178439
IRS990ScheduleA/TotalSupportAmt0260487
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt013450
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt03612
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt017062
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOOKSTORE INCOME 8,456 FUNDRAISER - GOLF OUTING 6,163 PROM INCOME 1,985 GRADUATION TICKETS 1,040 OTHER INCOME 367 TOTAL 18,011
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES TRAVEL 839 BOOKSTORE EXPENSE 6,469 PROM EXPENSE 1,505 GRADUATION EXPENSE 1,130 FUNDRAISING - GOLF OUTING 3,954 SCHOLARSHIPS 3,245 STAFF STIPENDS 1,655 EDUCATIONAL SOFTWARE 10,000 BANK FEES 440 MEMBERSHIPS AND DUES 638 EXTENDED PROGRAMS EXPENSE 10,910 SUPPLIES 165 OTHER MISCELLANEOUS 3,864 DONATIONS 1,693 TOTAL 46,507
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO SUPPORT EDUCATIONAL INSTITUTIONS, OPTIONS CHARTER SCHOOLS, NOBLESVILLE AND CARMEL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FUNDRAISING FOR CARMEL AND NOBLESVILLE SCHOOL ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE GUSTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03177738659
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPTIONS IN EDUCATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0204996801
ReturnHeader/Filer/PhoneNum03177738659
ReturnHeader/Filer/USAddress/AddressLine1Txt09945 CUMBERLAND POINTE BLVD
ReturnHeader/Filer/USAddress/CityNm0NOBLESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046060
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200503296
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHARLES MADDEN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0850 FORT WAYNE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046204
ReturnHeader/PreparerPersonGrp/PhoneNum03172660480
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS M CHARLES
ReturnHeader/ReturnTs02016-11-01T15:08:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.10$3.29$3.82$0.39$0.36$0.03
2023Detailed filing. Detailed filing data is available for this year.$7.23$3.44$3.79$0.51$0.38$0.13
2022Detailed filing. Detailed filing data is available for this year.$7.24$3.59$3.66$0.81$0.44$0.38
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.96$3.68$3.28$2.12$0.06$2.06
2020Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$1.34$0.03$1.31
2019Detailed filing. Detailed filing data is available for this year.$0.05$0.05$0.03$0.04$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.09$0.07$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.03$0.03$0.05$0.06$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.07$0.05$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.06$0.06$0.00
2014Summary only. Only limited summary data is available for this year.$0.02$0.00$0.04$0.03$0.01
2013Summary only. Only limited summary data is available for this year.$0.01$0.00$0.02$0.02$0.00
2012Summary only. Only limited summary data is available for this year.$0.01$0.00$0.07$0.07$0.00
2011Summary only. Only limited summary data is available for this year.$0.01$0.00$0.05$0.05$0.00