Civic Intelligence

Progress Ohio Education Inc

990 • Fiscal year 2016 • EIN 20-5463029

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

35 East Gay Street Suite 404Columbus, OH 43215

(614) 441-9145

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

52nd percentile

4.0%

Higher net margin than 52% of similar nonprofits.

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

Top Officer Pay

97th percentile

$81,633

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

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

Asset Growth

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Revenue Growth

62nd percentile

9.0%

Faster revenue growth than 62% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Assets

Up

$20,536

Up $6,062 (+42%) from 2014

Net Assets

Up

$20,536

Up $6,062 (+42%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$494,948

Up $78,351 (+19%) from 2014

Expenses

Up

$475,006

Up $59,736 (+14%) from 2014

Net Income

Up

$19,942

Up $18,615 (+1403%) from 2014

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2010: $8,721Liabilities 2010: $0Net Assets 2010: $8,7212010Assets 2011: $7,117Liabilities 2011: $0Net Assets 2011: $7,1172011Assets 2012: $3,455Liabilities 2012: $0Net Assets 2012: $3,4552012Assets 2013: $9,646Liabilities 2013: $0Net Assets 2013: $9,6462013Assets 2014: $14,474Liabilities 2014: $0Net Assets 2014: $14,4742014Assets 2016: $20,536Liabilities 2016: $0Net Assets 2016: $20,5362016Assets 2017: $13,103Liabilities 2017: $6,998Net Assets 2017: $6,1052017Assets 2018: $3,961Liabilities 2018: $0Net Assets 2018: $3,9612018Assets 2019: $6,176Liabilities 2019: $0Net Assets 2019: $6,1762019Assets 2020: $1,598Liabilities 2020: $0Net Assets 2020: $1,5982020

Highlighted filing

2016

Assets$20,536
Liabilities$0
Net Assets$20,536

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2010: $476,907Expenses 2010: $489,727Net Income 2010: -$12,8202010Revenue 2011: $579,150Expenses 2011: $590,791Net Income 2011: -$11,6412011Revenue 2012: $735,003Expenses 2012: $738,665Net Income 2012: -$3,6622012Revenue 2013: $458,705Expenses 2013: $457,294Net Income 2013: $1,4112013Revenue 2014: $416,597Expenses 2014: $415,270Net Income 2014: $1,3272014Revenue 2016: $494,948Expenses 2016: $475,006Net Income 2016: $19,9422016Revenue 2017: $371,287Expenses 2017: $385,718Net Income 2017: -$14,4312017Revenue 2018: $180,395Expenses 2018: $241,069Net Income 2018: -$60,6742018Revenue 2019: $63,718Expenses 2019: $61,503Net Income 2019: $2,2152019Revenue 2020: $959Expenses 2020: $5,537Net Income 2020: -$4,5782020

Highlighted filing

2016

Revenue$494,948
Expenses$475,006
Net Income$19,942
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$494,948
Mission and Program Overview

Mission

Progress ohio education inc. (fund) is organized to conduct and distribute research studies and analysis relating to progressive policies on a broad spectrum of topics, including the economy, health care, and the environment. The goal is to foster public discussion of issues and ideas for addressing society's most urgent needs. The research, outreach and education activities are aimed at building a more just society for all people through education. Resources are directed twoard grassroots organizations that work principally in these areas.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$594$20,536▲ $19,942
Total Assets$594$20,536▲ $19,942
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$594$20,536▲ $19,942
Total Net Assets Fund Balance$594$20,536▲ $19,942
Total Liabilities and Net Assets / Fund Balance$594$20,536▲ $19,942
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Sandra L TheisExecutive DiFT$81,633$81,633

Board Members and Trustees

NameTitle
Scott DimauroChair
Monica MoranChair - 8/30
Cathy LevineBoard Member
Chris MabeBoard Member
Frank MatthewsBoard Member
George KornBoard Member
Jeff RusnakBoard Member
Melissa CropperBoard Member
Petee TalleyBoard Member
Robert DavisSecretary
Bill LeibenspergerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$494,948
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$494,948
Change in Net Assets
$19,942
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$266,376
Salaries, Compensation, and Employee Benefits$208,630
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$81,633--$81,633
Fees for Services Other$77,529--$77,529
Other Salaries and Wages$60,710--$60,710
Other Employee Benefits$40,080--$40,080
Office Expenses-$29,044-$29,044
Payroll Taxes$26,207--$26,207
Other Expenses$34,505$8,540-$8,540
All Other Expenses$7,000--$7,000
Information Technology-$2,806-$2,806
Travel-$2,272-$2,272
Total Functional Expenses$432,344$42,662$0$475,006
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Cpa firm prepares return based on bank statments and other records of the organization for review and comment by organizational leadership and recommended changes are made and a final version is prepared by cpa firm and executed by the executive director and transmitted to the deparment for filing.

Form 990, Page 6, Part VI, Line 12C

The organization regularly and consistently monitors and enforces compliance with is written conflict of interest policy at each meeting of the board of directors, officers and board memebers verbally disclose conflict and/or potential conflicts. The organization enforces the requirment that board members recuse themselves form participation in matter in which the member has a conflict.

Form 990, Page 6, Part VI, Line 15A

The compensation for the executive director is reviewed and determined by the governing body. Only memembers of the board of diectors and legal counsel to the organization are present during these deliberations. The board of dierctors considers performance as well as comparable comepnsation for similarly qualified persons in functionally comparable positions when setting compensation for the executive director and staff. Decisions regarding compensation are contemporaneously documented in the minutes of the organization.

Form 990, Page 6, Part VI, Line 19

The organization's documents are maintained at its place of business and are available upon request.

Filing and Contact Details

Filer

Filer Name
Progress Ohio Education Inc
EIN
20-5463029
Address
35 EAST GAY STREET SUITE 404, COLUMBUS, OH 43215

Signing Officer

Name
Monica Moran
Title
Chair - 8/30/16
Signed
2017-11-15

Organization Details

Principal Officer
Monica Moran
Voting Board Members
11
Independent Board Members
11
Employees
3

Preparer

Firm
Ottinger & Associates LLC
Address
PO BOX 185, GALENA, OH 43021-0185
Preparer
Catherine E Ottingercpa
Phone
7409656853
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Progress ohio education inc. (fund) is organized to conduct and distribute research studies and analysis relating to progressive policies on a broad spectrum of topics, including the economy, health care, and the environment. The goal is to foster public discussion of issues and ideas for addressing society's most urgent needs. The research, outreach and education activities are aimed at building a more just society for all people through education. Resources are directed twoard grassroots organizations that work principally in these areas.

Form 990, Part IX, Line 11G

77,529 0 0

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRESS OHIO EDUCATION INC. (FUND) IS ORGANIZED TO CONDUCT AND DISTRIBUTE RESEARCH STUDIES AND ANALYSIS RELATING TO PROGRESSIVE POLICIES ON A BROAD SPECTRUM OF TOPICS, INCLUDING THE ECONOMY, HEALTH CARE, AND THE ENVIRONMENT. THE GOAL IS TO FOSTER PUBLIC DISCUSSION OF ISSUES AND IDEAS FOR ADDRESSING SOCIETY'S MOST URGENT NEEDS. THE RESEARCH, OUTREACH AND EDUCATION ACTIVITIES ARE AIMED AT BUILDING A MORE JUST SOCIETY FOR ALL PEOPLE THROUGH EDUCATION. RESOURCES ARE DIRECTED TWOARD GRASSROOTS ORGANIZATIONS THAT WORK PRINCIPALLY IN THESE AREAS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CPA FIRM PREPARES RETURN BASED ON BANK STATMENTS AND OTHER RECORDS OF THE ORGANIZATION FOR REVIEW AND COMMENT BY ORGANIZATIONAL LEADERSHIP AND RECOMMENDED CHANGES ARE MADE AND A FINAL VERSION IS PREPARED BY CPA FIRM AND EXECUTED BY THE EXECUTIVE DIRECTOR AND TRANSMITTED TO THE DEPARMENT FOR FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH IS WRITTEN CONFLICT OF INTEREST POLICY AT EACH MEETING OF THE BOARD OF DIRECTORS, OFFICERS AND BOARD MEMEBERS VERBALLY DISCLOSE CONFLICT AND/OR POTENTIAL CONFLICTS. THE ORGANIZATION ENFORCES THE REQUIRMENT THAT BOARD MEMBERS RECUSE THEMSELVES FORM PARTICIPATION IN MATTER IN WHICH THE MEMBER HAS A CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE COMPENSATION FOR THE EXECUTIVE DIRECTOR IS REVIEWED AND DETERMINED BY THE GOVERNING BODY. ONLY MEMEMBERS OF THE BOARD OF DIECTORS AND LEGAL COUNSEL TO THE ORGANIZATION ARE PRESENT DURING THESE DELIBERATIONS. THE BOARD OF DIERCTORS CONSIDERS PERFORMANCE AS WELL AS COMPARABLE COMEPNSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS WHEN SETTING COMPENSATION FOR THE EXECUTIVE DIRECTOR AND STAFF. DECISIONS REGARDING COMPENSATION ARE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S DOCUMENTS ARE MAINTAINED AT ITS PLACE OF BUSINESS AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt577,529 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
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ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE E OTTINGERCPA
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ReturnHeader/ReturnTs02017-11-15T15:21:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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