Civic Intelligence

Research and Education Foundation

990EZ • Fiscal year 2014 • EIN 22-2693463

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 28, 2015

Organization ProfileN/A
PO Box 240Millerstown, PA 17062

(717) 694-3826

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

26th percentile

-7.6%

Higher net margin than 26% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

77th percentile

$6,093

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

7th percentile

-56%

Faster asset growth than 7% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

62nd percentile

10%

Faster revenue growth than 62% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$4,079

Down $5,233 (-56%) from 2013

Net Assets

Down

$4,079

Down $5,233 (-56%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin26th percentile

Revenue

Up

$68,895

Up $6,471 (+10%) from 2013

Expenses

Up

$74,128

Up $18,750 (+34%) from 2013

Net Income

Down

-$5,233

Down $12,279 (-174%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$10K$5.0K$0Assets 2011: $1,157Liabilities 2011: $02011Assets 2012: $2,266Liabilities 2012: $02012Assets 2013: $9,312Net Assets 2013: $9,3122013Assets 2014: $4,079Net Assets 2014: $4,0792014Assets 2015: $4,531Net Assets 2015: $4,5312015Assets 2016: $1,900Net Assets 2016: $1,9002016Assets 2017: $1Liabilities 2017: $02017

Highlighted filing

2014

Assets$4,079
Liabilities-
Net Assets$4,079
Open 2014 Filing

Operations Trend

Revenue Growth62nd percentile

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

$100K$50K$0-$50KRevenue 2011: $71,545Expenses 2011: $74,907Net Income 2011: -$3,3622011Revenue 2012: $59,911Expenses 2012: $58,802Net Income 2012: $1,1092012Revenue 2013: $62,424Expenses 2013: $55,378Net Income 2013: $7,0462013Revenue 2014: $68,895Expenses 2014: $74,128Net Income 2014: -$5,2332014Revenue 2015: $54,701Expenses 2015: $54,249Net Income 2015: $4522015Revenue 2016: $44,224Expenses 2016: $46,855Net Income 2016: -$2,6312016Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017

Highlighted filing

2014

Revenue$68,895
Expenses$74,128
Net Income-$5,233
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 28, 2015
Return Version
2014v5.0
Gross Receipts
$71,558
Mission and Program Overview

Mission

EDUCATION

Program Services

DescriptionGrantsExpenses
RESEARCH WRITING PUBLISHING DISTRIBUTION OF BOOKS DVDS AND CDS TO A WIDE AUDIENCE BOTH DOMESTIC AND FOREIGN--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA L SHENKSecretaryPT$6,093-$6,093
ROBERT A MOREYPresident-$0--
DOUGLAS E SHENKTreasurer-$0--
THOMAS SMITHBoard Member-$0--
JOHN MOREYBoard Member-$0--
JON POWELLBoard Member-$0--
BRYAN WEINERBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Research and Education Foundation
EIN
22-2693463
Phone
7176943826
Address
PO BOX 240, MILLERSTOWN, PA 17062

Signing Officer

Name
Patricia L Shenk
Title
Secretary
Phone
7176943826
Signed
2015-07-28

Preparer

Firm
H and R Block
Address
14447 RTE 35, RICHFIELD, PA 17086
Preparer
Anna Fultz
Phone
7176943497
Supplemental Narrative

Additional Explanations

Part 1 Line 16 Other Expenses

“Office supplies - 2808, website management - 34216, advertising - 5900, travel - 6500, book commissions - 813”

Raw XML Appendix134 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/PersonNm0PATRICIA L SHENK
IRS990EZ/BooksInCareOfDetail/PhoneNum07176943826
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0175 PEANUT RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Millerstown
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd017062
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09312
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04079
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt061197
IRS990EZ/CostOfGoodsSoldAmt02663
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5233
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01849
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09312
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04079
IRS990EZ/GrossProfitLossSlsOfInvntryAmt07698
IRS990EZ/GrossReceiptsAmt071558
IRS990EZ/GrossSalesOfInventoryAmt010361
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09312
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04079
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09312
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04079
IRS990EZ/OccupancyRentUtltsAndMaintAmt03824
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt26.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt26093
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT A MOREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DOUGLAS E SHENK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PATRICIA L SHENK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THOMAS SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN MOREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JON POWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRYAN WEINER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt050237
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt011659
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RESEARCH WRITING PUBLISHING DISTRIBUTION OF BOOKS DVDS AND CDS TO A WIDE AUDIENCE BOTH DOMESTIC AND FOREIGN
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt06559
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt074128
IRS990EZ/TotalRevenueAmt068895
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0FOUNDATION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt061197
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt056599
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt053861
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt063656
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt062531
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0297844
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt050436
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0297844
IRS990ScheduleA/PublicSupportTotal509Amt0297844
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt061197
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt056599
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt053861
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt063656
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt062531
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0297844
IRS990ScheduleA/TotalSupportAmt0297844
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OFFICE SUPPLIES - 2808, WEBSITE MANAGEMENT - 34216, ADVERTISING - 5900, TRAVEL - 6500, BOOK COMMISSIONS - 813
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 16 OTHER EXPENSES
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA L SHENK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07176943826
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RESEARCH AND EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RESE
ReturnHeader/Filer/EIN0222693463
ReturnHeader/Filer/PhoneNum07176943826
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 240
ReturnHeader/Filer/USAddress/CityNm0MILLERSTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017062
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H AND R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014447 RTE 35
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017086
ReturnHeader/PreparerPersonGrp/PhoneNum07176943497
ReturnHeader/PreparerPersonGrp/PreparationDt02015-07-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Anna Fultz
ReturnHeader/ReturnTs02015-07-28T17:18:19Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,079
Liabilities
-
Net assets
$4,079
Revenue
$68,895
Expenses
$74,128
Net income
-$5,233
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$1.90$44.2$46.9$2.63
2015Detailed filing. Detailed filing data is available for this year.$4.53$4.53$54.7$54.2$0.45
2014Detailed filing. Detailed filing data is available for this year.$4.08$4.08$68.9$74.1$5.23
2013Detailed filing. Detailed filing data is available for this year.$9.31$9.31$62.4$55.4$7.05
2012Summary only. Only limited summary data is available for this year.$2.27$0.00$59.9$58.8$1.11
2011Summary only. Only limited summary data is available for this year.$1.16$0.00$71.5$74.9$3.36