Civic Intelligence

Options in Education Foundation Inc.

990EZ • Fiscal year 2019 • EIN 20-4996801

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 13, 2019

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

11th percentile

-34%

Higher net margin than 11% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

23rd percentile

-16%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

5th percentile

-72%

Faster revenue growth than 5% of similar nonprofits.

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

Assets

Down

$48,471

Down $9,174 (-16%) from 2018

Net Assets

Down

$48,471

Down $9,174 (-16%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$27,031

Down $67,831 (-72%) from 2018

Expenses

Down

$36,202

Down $32,330 (-47%) from 2018

Net Income

Down

-$9,171

Down $35,501 (-135%) from 2018

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

2019

Assets$48,471
Liabilities-
Net Assets$48,471

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

2019

Revenue$27,031
Expenses$36,202
Net Income-$9,171
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 13, 2019
Return Version
2018v3.1
Gross Receipts
$27,031
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.-$25,098
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STACY SEGALBoard Chair-$0--
BRENDA FLOWERSBoard Member-$0--
MATTHEW ABBOTTVice Chair-$0--
HANNAH HEUSERMember-$0--
GORDON HEMINGERBoard-$0--
WILL MATTINGLYSecretary/Tr-$0--
VALERIE LOVEMember-$0--
JOHN KERRMember-$0--
THOMAS LYONS IIIMember-$0--
JAKE BRANDAUCFO-$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
Jake Brandau
Title
CFO
Phone
3177738659
Signed
2019-12-13

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 8

Fundraiser - golf outing 6,544 school services payments 6,000 bookstore income 1,958 prom income 1,925 graduation tickets 1,710 total 18,137

Form 990-ez, Part I, Line 16

Expenses advertising 611 travel 2,235 bookstore expense 10,447 bookstore sales tax 437 prom expense 1,107 graduation expense 1,155 scholarships 1,750 supplies 1,149 other miscellaneous 661 golf outing exp/fundraisi 4,165 bank fees 607 school lunch fund support 3,996 total 28,320

Form 990-ez, Part III

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

Raw XML Appendix165 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/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt057642
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048471
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08890
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9171
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07882
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt057642
IRS990EZ/Form990TotalAssetsGrp/EOYAmt048471
IRS990EZ/GrossReceiptsAmt027031
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057642
IRS990EZ/NetAssetsOrFundBalancesEOYAmt048471
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057642
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048471
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/PersonNm0STACY SEGAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRENDA FLOWERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MATTHEW ABBOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HANNAH HEUSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GORDON HEMINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5WILL MATTINGLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6VALERIE LOVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOHN KERR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8THOMAS LYONS III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JAKE BRANDAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9CFO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028320
IRS990EZ/OtherRevenueTotalAmt018137
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/ProgramServiceExpensesAmt025098
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036202
IRS990EZ/TotalProgramServiceExpensesAmt025098
IRS990EZ/TotalRevenueAmt027031
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0116,423
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08890
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt029708
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt036393
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt047469
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt047402
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0169862
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt04
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt018137
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt065154
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt018193
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt017644
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt015432
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0134560
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.55800
IRS990ScheduleA/PublicSupportPY170Pct00.53110
IRS990ScheduleA/PublicSupportTotal170Amt0169862
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08890
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt029708
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt036393
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt047469
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt047402
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0169862
IRS990ScheduleA/TotalSupportAmt0304422
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FUNDRAISER - GOLF OUTING 6,544 SCHOOL SERVICES PAYMENTS 6,000 BOOKSTORE INCOME 1,958 PROM INCOME 1,925 GRADUATION TICKETS 1,710 TOTAL 18,137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING 611 TRAVEL 2,235 BOOKSTORE EXPENSE 10,447 BOOKSTORE SALES TAX 437 PROM EXPENSE 1,107 GRADUATION EXPENSE 1,155 SCHOLARSHIPS 1,750 SUPPLIES 1,149 OTHER MISCELLANEOUS 661 GOLF OUTING EXP/FUNDRAISI 4,165 BANK FEES 607 SCHOOL LUNCH FUND SUPPORT 3,996 TOTAL 28,320
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO SUPPORT EDUCATIONAL INSTITUTIONS, OPTIONS CHARTER SCHOOLS, NOBLESVILLE AND CARMEL.
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
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAKE BRANDAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum03177738659
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-13
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/FilingSecurityInformation/AtSubmissionCreationDeviceId083B329B7B82EF7E00438788AA2DE4F3065FCB5FF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId087C0C16E64D15E83F054DABE1E6AD9B19DB65E0A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.218.198.34
ReturnHeader/FilingSecurityInformation/IPDt02020-01-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:00:19
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/PreparationDt02019-12-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL MARSH
ReturnHeader/ReturnTs02020-01-13T15:00:19-06:00
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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • <$500k nonprofits