Civic Intelligence

Ellen Curry Foundation

990 • Fiscal year 2014 • EIN 23-2873313

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 23, 2015

606 Holland StreetErie, PA 16501-1285

(814) 452-2425

Siviq Scores

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

Liabilities / Assets

45th percentile

0.03x

Higher debt load relative to assets than 45% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

82nd percentile

0.44x

Higher debt load relative to revenue than 82% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

68th percentile

11%

Higher net margin than 68% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

52nd percentile

2.8%

Faster asset growth than 52% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

63rd percentile

11%

Faster revenue growth than 63% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Up

$699,772

Up $19,088 (+2.8%) from 2013

Net Assets

Up

$678,885

Up $13,909 (+2.1%) from 2013

Liabilities

Up

$20,887

Up $5,179 (+33%) from 2013

Revenue

Up

$47,102

Up $4,846 (+11%) from 2013

Expenses

Up

$41,776

Up $11,652 (+39%) from 2013

Net Income

Down

$5,326

Down $6,806 (-56%) from 2013

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $523,137Liabilities 2011: $21,472Net Assets 2011: $501,6652011Assets 2012: $556,721Liabilities 2012: $9,386Net Assets 2012: $547,3352012Assets 2013: $680,684Liabilities 2013: $15,708Net Assets 2013: $664,9762013Assets 2014: $699,772Liabilities 2014: $20,887Net Assets 2014: $678,8852014Assets 2015: $724,758Liabilities 2015: $13,530Net Assets 2015: $711,2282015Assets 2016: $805,290Liabilities 2016: $20,095Net Assets 2016: $785,1952016Assets 2017: $787,462Liabilities 2017: $17,663Net Assets 2017: $769,7992017Assets 2018: $747,534Liabilities 2018: $17,026Net Assets 2018: $730,5082018Assets 2019: $915,474Liabilities 2019: $24,449Net Assets 2019: $891,0252019Assets 2020: $973,977Liabilities 2020: $33,952Net Assets 2020: $940,0252020Assets 2021: $1,137,115Liabilities 2021: $30,488Net Assets 2021: $1,106,6272021Assets 2022: $1,022,831Liabilities 2022: $27,477Net Assets 2022: $995,3542022Assets 2023: $1,088,811Liabilities 2023: $33,025Net Assets 2023: $1,055,7862023Assets 2024: $1,239,057Liabilities 2024: $35,775Net Assets 2024: $1,203,2822024

Highlighted filing

2014

Assets$699,772
Liabilities$20,887
Net Assets$678,885

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $44,0922011Expenses 2012: $34,6372012Revenue 2013: $42,256Expenses 2013: $30,124Net Income 2013: $12,1322013Revenue 2014: $47,102Expenses 2014: $41,776Net Income 2014: $5,3262014Revenue 2015: $44,632Expenses 2015: $28,524Net Income 2015: $16,1082015Revenue 2016: $71,785Expenses 2016: $40,665Net Income 2016: $31,1202016Revenue 2017: $46,645Expenses 2017: $36,741Net Income 2017: $9,9042017Revenue 2018: -$5,483Expenses 2018: $35,723Net Income 2018: -$41,2062018Revenue 2019: $59,863Expenses 2019: $50,578Net Income 2019: $9,2852019Revenue 2020: $22,165Expenses 2020: $60,405Net Income 2020: -$38,2402020Revenue 2021: $62,204Expenses 2021: $56,629Net Income 2021: $5,5752021Revenue 2022: $62,119Expenses 2022: $51,088Net Income 2022: $11,0312022Revenue 2023: $228,678Expenses 2023: $68,865Net Income 2023: $159,8132023Revenue 2024: $93,385Expenses 2024: $65,540Net Income 2024: $27,8452024

Highlighted filing

2014

Revenue$47,102
Expenses$41,776
Net Income$5,326
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 23, 2015
Return Version
2014v5.0
Gross Receipts
$63,446
Mission and Program Overview

Mission

Providing educational "scholarships" for qualifying children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$436,054$444,601▲ $8,547
Savings and Temporary Cash Investments$226,287$239,635▲ $13,348
Cash and Non-Interest-Bearing Accounts$18,343$15,536▼ $2,807
Total Assets$680,684$699,772▲ $19,088
Liabilities
Other Liabilities$15,708$20,887▲ $5,179
Total Liabilities$15,708$20,887▲ $5,179
Net Assets / Fund Balance
Unrestricted Net Assets$664,976$678,885▲ $13,909
Total Net Assets Fund Balance$664,976$678,885▲ $13,909
Total Liabilities and Net Assets / Fund Balance$680,684$699,772▲ $19,088
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$29,280
Program Service Revenue
$0
Investment Income
$13,313
Other Revenue
$4,509
All Other Contributions
$3,000
Change in Net Assets
$5,326

Audited Revenue Reconciliation

Revenue per Audited Statements
$47,102
Revenue Not Reported on Form 990
$8,583
Total Revenue per Audited Statements
$55,685
Total Revenue per Form 990
$47,102
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$41,776
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$2,000-$2,000
Other Expenses$38,847$929-$929
Total Functional Expenses$38,847$2,929$0$41,776

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$41,776
Total Expenses per Audited Statements$41,776
Total Expenses per Form 990$41,776
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$20,817
Fundraising Direct Expenses$16,308
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
E.curry Memoria$47,097$20,817$16,308$4,509
Total Events$47,097$20,817$16,308$4,509
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tuition Payable$20,887
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
No
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

Organization receives draft copy of the form 990 from appletree & kern, p.c. Chairman reviews the form with the certified public accountant and any questions are answered. The form 990 is then signed by the chairman and the return is filed.

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

The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy by the chairman obtaining any full disclosure notice in writing made from interested parties. As these notices are received, they are reviewed by the board of directors to determine if any conflict of interest exists and, if so the board votes to authorize or reject any transaction or take any other action deemed necessary to address the conflict of interest and protect the best interest of the organization.

Form 990, Page 6, Part VI, Line 19

Governing documents, conflict of interest policies and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Ellen Curry Foundation
EIN
23-2873313
Phone
8144522425
Address
606 HOLLAND STREET, ERIE, PA 16501-1285
Doing Business As
Ellen Curry Foundation

Signing Officer

Name
John E Horan
Title
Chairman
Phone
8144522425
Signed
2015-06-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John E Horan
Formed
1996
Legal Domicile
Pa
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Appletree & Kern Pc
Address
9 W 34TH ST, ERIE, PA 16508-2811
Preparer
David M Pianta
Phone
8144553904
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY THE CHAIRMAN OBTAINING ANY FULL DISCLOSURE NOTICE IN WRITING MADE FROM INTERESTED PARTIES. AS THESE NOTICES ARE RECEIVED, THEY ARE REVIEWED BY THE BOARD OF DIRECTORS TO DETERMINE IF ANY CONFLICT OF INTEREST EXISTS AND, IF SO THE BOARD VOTES TO AUTHORIZE OR REJECT ANY TRANSACTION OR TAKE ANY OTHER ACTION DEEMED NECESSARY TO ADDRESS THE CONFLICT OF INTEREST AND PROTECT THE BEST INTEREST OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
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IRS990/TotalProgramServiceExpensesAmt038847
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013313
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt047102
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0680684
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0699772
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0664976
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0678885
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0606 HOLLAND STREET
IRS990/USAddress/CityNm0ERIE
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd0165011285
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN E HORAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08144522425
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELLEN CURRY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ELLE
ReturnHeader/Filer/EIN0232873313
ReturnHeader/Filer/PhoneNum08144522425
ReturnHeader/Filer/USAddress/AddressLine1Txt0606 HOLLAND STREET
ReturnHeader/Filer/USAddress/CityNm0ERIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0165011285
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251449363
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0APPLETREE & KERN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09 W 34TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ERIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0165082811
ReturnHeader/PreparerPersonGrp/PhoneNum08144553904
ReturnHeader/PreparerPersonGrp/PreparationDt02015-06-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID M PIANTA
ReturnHeader/ReturnTs02015-07-22T09:35:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.24$0.04$1.20$0.09$0.07$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.03$1.06$0.23$0.07$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.03$1.00$0.06$0.05$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.14$0.03$1.11$0.06$0.06$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.03$0.94$0.02$0.06$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.02$0.89$0.06$0.05$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.02$0.73$0.01$0.04$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.79$0.02$0.77$0.05$0.04$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.81$0.02$0.79$0.07$0.04$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.72$0.01$0.71$0.04$0.03$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.70$0.02$0.68$0.05$0.04$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.68$0.02$0.66$0.04$0.03$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.01$0.55$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.02$0.50$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $500k-$1M nonprofits