Civic Intelligence

Clermont Foundation

990PF • Fiscal year 2015 • EIN 22-3177379

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

C/O Gloria Choong PO Box 429Summit, NJ 07902-0429

(908) 273-0807

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

30th percentile

0.02x

Higher debt load relative to revenue than 30% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

87th percentile

45%

Higher net margin than 87% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

71st percentile

6.6%

Faster asset growth than 71% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

20th percentile

-18%

Faster revenue growth than 20% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Assets

Up

$5,023,265

Up $311,811 (+6.6%) from 2014

Net Assets

Up

$5,007,165

Up $296,311 (+6.3%) from 2014

Liabilities

Up

$16,100

Up $15,500 (+2583%) from 2014

Revenue

Down

$665,397

Down $150,319 (-18%) from 2014

Expenses

Up

$369,086

Up $91,021 (+33%) from 2014

Net Income

Down

$296,311

Down $241,340 (-45%) from 2014

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $3,419,949Liabilities 2010: $600Net Assets 2010: $3,419,3492010Assets 2011: $3,496,126Liabilities 2011: $600Net Assets 2011: $3,495,5262011Assets 2012: $3,793,196Liabilities 2012: $600Net Assets 2012: $3,792,5962012Assets 2013: $4,235,303Liabilities 2013: $62,100Net Assets 2013: $4,173,2032013Assets 2014: $4,711,454Liabilities 2014: $600Net Assets 2014: $4,710,8542014Assets 2015: $5,023,265Liabilities 2015: $16,100Net Assets 2015: $5,007,1652015Assets 2016: $4,939,897Liabilities 2016: $600Net Assets 2016: $4,939,2972016Assets 2017: $5,183,597Liabilities 2017: $5,000Net Assets 2017: $5,178,5972017Assets 2018: $6,580,301Liabilities 2018: $7,336Net Assets 2018: $6,572,9652018Assets 2019: $6,791,373Liabilities 2019: $12,336Net Assets 2019: $6,779,0372019Assets 2020: $7,385,316Liabilities 2020: $31,500Net Assets 2020: $7,353,8162020Assets 2021: $7,715,396Liabilities 2021: $148,750Net Assets 2021: $7,566,6462021Assets 2022: $8,451,441Liabilities 2022: $305,300Net Assets 2022: $8,146,1412022Assets 2023: $8,674,912Liabilities 2023: $125,367Net Assets 2023: $8,549,5452023Assets 2024: $8,767,357Liabilities 2024: $10,000Net Assets 2024: $8,757,3572024

Highlighted filing

2015

Assets$5,023,265
Liabilities$16,100
Net Assets$5,007,165

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $197,5842010Expenses 2011: $231,6742011Expenses 2012: $254,2092012Revenue 2013: $679,404Expenses 2013: $298,797Net Income 2013: $380,6072013Revenue 2014: $815,716Expenses 2014: $278,065Net Income 2014: $537,6512014Revenue 2015: $665,397Expenses 2015: $369,086Net Income 2015: $296,3112015Revenue 2016: $312,898Expenses 2016: $380,766Net Income 2016: -$67,8682016Revenue 2017: $639,964Expenses 2017: $400,664Net Income 2017: $239,3002017Revenue 2018: $1,790,837Expenses 2018: $396,469Net Income 2018: $1,394,3682018Revenue 2019: $714,082Expenses 2019: $508,010Net Income 2019: $206,0722019Revenue 2020: $1,124,950Expenses 2020: $550,171Net Income 2020: $574,7792020Revenue 2021: $837,784Expenses 2021: $624,954Net Income 2021: $212,8302021Revenue 2022: $1,096,654Expenses 2022: $517,159Net Income 2022: $579,4952022Revenue 2023: $868,190Expenses 2023: $464,786Net Income 2023: $403,4042023Revenue 2024: $717,376Expenses 2024: $509,564Net Income 2024: $207,8122024

Highlighted filing

2015

Revenue$665,397
Expenses$369,086
Net Income$296,311
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTHA H KEITHTrustee-$0--
GARNETT L KEITHTrustee-$0--
GLORIA CHOONGSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Clermont Foundation
EIN
22-3177379
Phone
9082730807
Address
C/O GLORIA CHOONG PO BOX 429, SUMMIT, NJ 07902-0429

Signing Officer

Name
Gloria Choong
Title
Secretary
Phone
9082730807
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Amg National Trust Bank
Address
6295 GREENWOOD PLAZA BLVD, GREENWOOD VILLAGE, CO 80111-4908
Preparer
Mary Kaye Johnston CPA
Phone
3036942190
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.77$0.01$8.76$0.72$0.51$0.21
2023Detailed filing. Detailed filing data is available for this year.$8.67$0.13$8.55$0.87$0.46$0.40
2022Detailed filing. Detailed filing data is available for this year.$8.45$0.31$8.15$1.10$0.52$0.58
2021Detailed filing. Detailed filing data is available for this year.$7.72$0.15$7.57$0.84$0.62$0.21
2020Detailed filing. Detailed filing data is available for this year.$7.39$0.03$7.35$1.12$0.55$0.57
2019Detailed filing. Detailed filing data is available for this year.$6.79$0.01$6.78$0.71$0.51$0.21
2018Detailed filing. Detailed filing data is available for this year.$6.58$0.01$6.57$1.79$0.40$1.39
2017Detailed filing. Detailed filing data is available for this year.$5.18$0.01$5.18$0.64$0.40$0.24
2016Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.31$0.38$0.07
2015Detailed filing. Detailed filing data is available for this year.$5.02$0.02$5.01$0.67$0.37$0.30
2014Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.82$0.28$0.54
2013Detailed filing. Detailed filing data is available for this year.$4.24$0.06$4.17$0.68$0.30$0.38
2012Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.25
2011Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.23
2010Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.20