Civic Intelligence

Employee & Family Resources Foundation

990EZ • Fiscal year 2017 • EIN 20-8371379

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 01, 2017

Organization ProfileN/A
505 5th Avenue No 600Des Moines, IA 50309-2319

(515) 288-9020

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

46th percentile

0.0%

Faster asset growth than 46% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Flat

$30,275

Flat from 2016

Net Assets

Flat

$30,275

Flat from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2016

Expenses

Flat

$0

Flat from 2016

Net Income

Flat

$0

Flat from 2016

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,994,612Liabilities 2011: $251,963Net Assets 2011: $1,742,6492011Assets 2012: $1,319,094Liabilities 2012: $105,865Net Assets 2012: $1,213,2292012Assets 2013: $1,339,192Liabilities 2013: $1,113Net Assets 2013: $1,338,0792013Assets 2014: $30,275Liabilities 2014: $0Net Assets 2014: $30,2752014Assets 2015: $30,275Liabilities 2015: $0Net Assets 2015: $30,2752015Assets 2016: $30,275Liabilities 2016: $0Net Assets 2016: $30,2752016Assets 2017: $30,275Liabilities 2017: $0Net Assets 2017: $30,2752017Assets 2018: $30,275Liabilities 2018: $0Net Assets 2018: $30,2752018Assets 2019: $30,275Liabilities 2019: $0Net Assets 2019: $30,2752019Assets 2020: $30,275Liabilities 2020: $0Net Assets 2020: $30,2752020Assets 2021: $30,650Liabilities 2021: $0Net Assets 2021: $30,6502021Assets 2022: $31,050Liabilities 2022: $500Net Assets 2022: $30,5502022Assets 2023: $30,498Liabilities 2023: $0Net Assets 2023: $30,4982023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2017

Assets$30,275
Liabilities$0
Net Assets$30,275
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2011: $848,5052011Expenses 2012: $522,3492012Expenses 2013: $02013Revenue 2014: $131,754Expenses 2014: $1,468,562Net Income 2014: -$1,336,8082014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $375Expenses 2021: $0Net Income 2021: $3752021Revenue 2022: $0Expenses 2022: $100Net Income 2022: -$1002022Revenue 2023: $78Expenses 2023: $130Net Income 2023: -$522023Revenue 2024: $120Expenses 2024: $30,618Net Income 2024: -$30,4982024

Highlighted filing

2017

Revenue$0
Expenses$0
Net Income$0
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 1, 2017
Return Version
2016v3.0
Gross Receipts
$0
Mission and Program Overview

Mission

The efr foundation exists to build strong and sustainable finances to fund efr's mission

Program Services

DescriptionGrantsExpenses
HELP EMPLOYEE & FAMILY RESOURCES, INC. TO ATTAIN THEIR MISSION OF HELPING PEOPLE MANAGE LIFE'S CHALLENGES SO THEY CAN REACH THEIR FULL POTENTIAL.$0$0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRED BUIEImmediate Past Pres. (Thru Dec 16)-$0--
ANGELA MACKEPresident-$0--
JUDY RALSTON-HANSENImmediate Past President-$0--
JANA RIEKERSecretary-$0--
TAMMY HOYMANChief Executive Officer-$0--
JULIE SPENCERChief Financial Officer-$0--
TARA HALLDirector-$0--
NATALIYA BOYCHENKODirector-$0--
Filing and Contact Details

Filer

Filer Name
Employee & Family Resources Foundation
EIN
20-8371379
Phone
5152889020
Address
505 5TH AVENUE NO 600, DES MOINES, IA 50309-2319

Signing Officer

Name
Tammy Hoyman
Title
CEO
Phone
5152889020
Signed
2017-12-01
Discuss with paid preparer
Yes

Preparer

Firm
Brooks Lodden Pc
Address
1441 29TH STREET STE 305, WEST DES MOINES, IA 50266-1357
Preparer
Brent L Alexander
Phone
5152237300
Raw XML Appendix172 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FRED BUIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANGELA MACKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JUDY RALSTON-HANSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JANA RIEKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TAMMY HOYMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JULIE SPENCER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TARA HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7NATALIYA BOYCHENKO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0IMMEDIATE PAST PRES. (THRU DEC 16)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CHIEF EXECUTIVE OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CHIEF FINANCIAL OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE EFR FOUNDATION EXISTS TO BUILD STRONG AND SUSTAINABLE FINANCES TO FUND EFR'S MISSION
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMMY HOYMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum05152889020
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EMPLOYEE & FAMILY RESOURCES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EMPL
ReturnHeader/Filer/EIN0208371379
ReturnHeader/Filer/PhoneNum05152889020
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ReturnHeader/FilingSecurityInformation/IPTm012:46:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421229486
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01441 29TH STREET STE 305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST DES MOINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0502661357
ReturnHeader/PreparerPersonGrp/PhoneNum05152237300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENT L ALEXANDER
ReturnHeader/ReturnTs02017-12-01T15:21:31-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,275
Liabilities
$0
Net assets
$30,275
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.03$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.13$1.47$1.34
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.00$1.34$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.11$1.21$0.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$0.25$1.74$0.85