Civic Intelligence

Research and Education Foundation

990EZ • Fiscal year 2016 • EIN 22-2693463

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 27, 2017

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

29th percentile

-5.9%

Higher net margin than 29% of similar nonprofits.

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

Top Officer Pay

77th percentile

$4,680

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

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

Asset Growth

7th percentile

-58%

Faster asset growth than 7% of similar nonprofits.

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

Revenue Growth

25th percentile

-19%

Faster revenue growth than 25% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$1,900

Down $2,631 (-58%) from 2015

Net Assets

Down

$1,900

Down $2,631 (-58%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin29th percentile

Revenue

Down

$44,224

Down $10,477 (-19%) from 2015

Expenses

Down

$46,855

Down $7,394 (-14%) from 2015

Net Income

Down

-$2,631

Down $3,083 (-682%) from 2015

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

2016

Assets$1,900
Liabilities-
Net Assets$1,900
Open 2016 Filing

Operations Trend

Revenue Growth25th 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

2016

Revenue$44,224
Expenses$46,855
Net Income-$2,631
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 27, 2017
Return Version
2016v3.0
Gross Receipts
$45,172
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$4,680-$4,680
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
2017-07-27
Discuss with paid preparer
Yes

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

“Office supplies - $1573, website management - $29430, book commissions - $363”

Raw XML Appendix150 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/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/BOYAmt04531
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01900
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt038351
IRS990EZ/CostOfGoodsSoldAmt0948
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2631
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0590
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04531
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01900
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt05873
IRS990EZ/GrossReceiptsAmt045172
IRS990EZ/GrossSalesOfInventoryAmt06821
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04531
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01900
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04531
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01900
IRS990EZ/OccupancyRentUtltsAndMaintAmt01514
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt24680
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/OtherExpensesTotalAmt031366
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt08347
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RESEARCH, WRITING, PUBLISHING, DISTRIBUTION OF BOOKS, DVDS, AND CDS TO A WIDE AUDIENCE BOTH DOMESTIC AND FOREIGN
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt05038
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046855
IRS990EZ/TotalRevenueAmt044224
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0FOUNDATION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt038351
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt050094
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt061197
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt056599
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt053861
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0260102
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt039170
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0260102
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt038351
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt050094
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt061197
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt056599
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt053861
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0260102
IRS990ScheduleA/TotalSupportAmt0260102
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 - $1573, WEBSITE MANAGEMENT - $29430, BOOK COMMISSIONS - $363
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA L SHENK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07176943826
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-27
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0489D2DABA29318A9AB793FD9E92302C302570BFF
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId023350820171322059445
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.1.10.80
ReturnHeader/FilingSecurityInformation/IPDt02017-08-10
ReturnHeader/FilingSecurityInformation/IPTm018:40:02
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/PreparationDt02017-07-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Anna Fultz
ReturnHeader/ReturnTs02017-07-28T02:05:20Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,900
Liabilities
-
Net assets
$1,900
Revenue
$44,224
Expenses
$46,855
Net income
-$2,631
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
2016Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits