Civic Intelligence

Foster Family Foundation C/O Fairway Wealth Management LLC

990PF • Fiscal year 2014 • EIN 26-0348249

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 13, 2015

6055 Rockside Woods Blvd No 330Independence, OH 44131-2317

(216) 573-7200

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

8th percentile

-70%

Higher net margin than 8% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

29th percentile

-7.8%

Faster asset growth than 29% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

94th percentile

145%

Faster revenue growth than 94% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$227,199

Down $19,354 (-7.8%) from 2013

Net Assets

Down

$227,199

Down $19,354 (-7.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$27,707

Up $16,406 (+145%) from 2013

Expenses

Up

$47,061

Up $43,799 (+1343%) from 2013

Net Income

Down

-$19,354

Down $27,393 (-341%) from 2013

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $780,818Liabilities 2010: $0Net Assets 2010: $780,8182010Assets 2011: $346,544Liabilities 2011: $0Net Assets 2011: $346,5442011Assets 2012: $238,514Liabilities 2012: $0Net Assets 2012: $238,5142012Assets 2013: $246,553Liabilities 2013: $0Net Assets 2013: $246,5532013Assets 2014: $227,199Liabilities 2014: $0Net Assets 2014: $227,1992014Assets 2015: $158,432Liabilities 2015: $0Net Assets 2015: $158,4322015Assets 2016: $162,022Liabilities 2016: $0Net Assets 2016: $162,0222016Assets 2017: $165,790Liabilities 2017: $0Net Assets 2017: $165,7902017Assets 2018: $114,266Liabilities 2018: $0Net Assets 2018: $114,2662018Assets 2019: $4,108Liabilities 2019: $0Net Assets 2019: $4,1082019Assets 2020: $2,489Liabilities 2020: $0Net Assets 2020: $2,4892020Assets 2021: $2,314Liabilities 2021: $0Net Assets 2021: $2,3142021Assets 2022: $1,717Liabilities 2022: $0Net Assets 2022: $1,7172022Assets 2023: $949Liabilities 2023: $0Net Assets 2023: $9492023Assets 2024: $723Liabilities 2024: $0Net Assets 2024: $7232024

Highlighted filing

2014

Assets$227,199
Liabilities$0
Net Assets$227,199

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $213,0462010Expenses 2011: $550,1112011Expenses 2012: $162,0652012Revenue 2013: $11,301Expenses 2013: $3,262Net Income 2013: $8,0392013Revenue 2014: $27,707Expenses 2014: $47,061Net Income 2014: -$19,3542014Revenue 2015: $33,457Expenses 2015: $102,224Net Income 2015: -$68,7672015Revenue 2016: $5,338Expenses 2016: $1,748Net Income 2016: $3,5902016Revenue 2017: $5,526Expenses 2017: $1,758Net Income 2017: $3,7682017Revenue 2018: $47,652Expenses 2018: $99,176Net Income 2018: -$51,5242018Revenue 2019: $51,862Expenses 2019: $162,020Net Income 2019: -$110,1582019Revenue 2020: $2Expenses 2020: $1,621Net Income 2020: -$1,6192020Revenue 2021: $0Expenses 2021: $175Net Income 2021: -$1752021Revenue 2022: $3Expenses 2022: $600Net Income 2022: -$5972022Revenue 2023: $7Expenses 2023: $775Net Income 2023: -$7682023Revenue 2024: $4Expenses 2024: $750Net Income 2024: -$7462024

Highlighted filing

2014

Revenue$27,707
Expenses$47,061
Net Income-$19,354
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 13, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREGG FOSTERPresident Treasurer-$0--
MADELYN TOWNLEY FOSTERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Foster Family Foundation
EIN
26-0348249
Phone
2165737200
Address
6055 ROCKSIDE WOODS BLVD NO 330, INDEPENDENCE, OH 44131-2317

Signing Officer

Name
Gregg Foster
Title
President
Phone
2165737200
Signed
2015-07-13
Discuss with paid preparer
Yes

Preparer

Firm
Barnes Wendling Cpas Inc
Address
1350 EUCLID AVE SUITE 1400, CLEVELAND, OH 44115-1830
Preparer
Jeffrey D Neuman CPA
Phone
2165669000
Raw XML Appendix353 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0211124
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SCHWAB INSTITUTIONAL LONG TERM INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0303171
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1152.993 SHS PIMCO TOTAL RETURN FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2172.599 SHS DIAMOND HILL LONG SHORT FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc348 SHS ISHARES CORE S&P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc577 SHS VANGUARD FTSE ETF DEVELOPED MARKETS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6355 SHS VANGUARD LARGE CAP
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt045000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.962993
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt045000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt045000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt045000
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THIS WAS THE REFUND OF AN IRS TAX PAYMENT.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02725 WEST SNOWSHOE LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0JACKSON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd083001
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0GREGG FOSTER
IRS990PF/StatementsRegardingActyGrp/PhoneNum02165737200
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0GREGG FOSTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt045000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT ACTIVITIES IN THE DEPARTMENT OF SURGERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UT SOUTHWESTERN MEDICAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05323 HARRY HINES BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0753909002
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt015811
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015811
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0138173
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0510633
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0158212
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0490837
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0490837
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0836207
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt029189
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0138173
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0510633
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0158212
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt029189
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01327044
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01297855
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL EXPENSES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0175
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0175
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0100
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0882
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0882
TaxesSchedule/TaxesDetail/Amt0104
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0101
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGG FOSTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02165737200
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOSTER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O FAIRWAY WEALTH MANAGEMENT LLC
ReturnHeader/Filer/BusinessNameControlTxt0FOST
ReturnHeader/Filer/EIN0260348249
ReturnHeader/Filer/PhoneNum02165737200
ReturnHeader/Filer/USAddress/AddressLine1Txt06055 ROCKSIDE WOODS BLVD NO 330
ReturnHeader/Filer/USAddress/CityNm0INDEPENDENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0441312317
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341463411
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARNES WENDLING CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01350 EUCLID AVE SUITE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441151830
ReturnHeader/PreparerPersonGrp/PhoneNum02165669000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY D NEUMAN CPA
ReturnHeader/ReturnTs02015-07-27T12:10:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.01$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.01$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.01$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.02$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.52$1.62$1.10
2018Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.48$0.99$0.52
2017Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.06$0.02$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.05$0.02$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.33$1.02$0.69
2014Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.28$0.47$0.19
2013Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.11$0.03$0.08
2012Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$1.62
2011Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$5.50
2010Detailed filing. Detailed filing data is available for this year.$7.81$0.00$7.81$2.13