Civic Intelligence

The S Engelhard Ctr for the Study And

990 • Fiscal year 2015 • EIN 26-1331417

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

1818 R Street NWWashington, DC 20009

(202) 884-0815

Siviq Scores

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

Liabilities / Assets

58th percentile

0.09x

Higher debt load relative to assets than 58% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

62nd percentile

0.09x

Higher debt load relative to revenue than 62% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

65th percentile

$48,499

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Assets

Up

$667,457

Up $187,161 (+39%) from 2010

Net Assets

Up

$610,111

Up $129,815 (+27%) from 2010

Liabilities

Up

$57,346

Up $57,346 from 2010

Revenue

$605,000

No earlier filing loaded for comparison.

Expenses

Down

$315,065

Down $18,210 (-5.5%) from 2010

Net Income

$289,935

No earlier filing loaded for comparison.

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 2010: $480,296Liabilities 2010: $0Net Assets 2010: $480,2962010Assets 2015: $667,457Liabilities 2015: $57,346Net Assets 2015: $610,1112015Assets 2016: $1,030,490Liabilities 2016: $0Net Assets 2016: $1,030,4902016Assets 2017: $519,938Liabilities 2017: $0Net Assets 2017: $519,9382017Assets 2020: $137,732Liabilities 2020: $0Net Assets 2020: $137,7322020Assets 2021: $139,786Liabilities 2021: $0Net Assets 2021: $139,7862021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2015

Assets$667,457
Liabilities$57,346
Net Assets$610,111

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $333,2752010Revenue 2015: $605,000Expenses 2015: $315,065Net Income 2015: $289,9352015Revenue 2016: $609,999Expenses 2016: $189,620Net Income 2016: $420,3792016Revenue 2017: $100,779Expenses 2017: $481,331Net Income 2017: -$380,5522017Revenue 2020: $0Expenses 2020: $48,864Net Income 2020: -$48,8642020Revenue 2021: $40,000Expenses 2021: $37,946Net Income 2021: $2,0542021Revenue 2022: $0Expenses 2022: $139,786Net Income 2022: -$139,7862022

Highlighted filing

2015

Revenue$605,000
Expenses$315,065
Net Income$289,935
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 1, 2016
Return Version
2015v2.1
Gross Receipts
$605,000
Mission and Program Overview

Mission

S. Engelhard center supports projects and initiatives that affect greater and sustained commitments by educational institutions at all levels to provide effective means of addressing the intellectual, emotional, and civic development of today's students in preparation for claiming their positive future.

SEE PART III, LINE 1.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$321,588$467,457▲ $145,869
Pledges and Grants Receivable-$200,000-
Total Assets$321,588$667,457▲ $345,869
Liabilities
Accounts Payable and Accrued Expenses$1,412$57,346▲ $55,934
Total Liabilities$1,412$57,346▲ $55,934
Net Assets / Fund Balance
Temporarily Rstr Net Assets$169,339$426,693▲ $257,354
Unrestricted Net Assets$150,837$183,418▲ $32,581
Total Net Assets Fund Balance$320,176$610,111▲ $289,935
Total Liabilities and Net Assets / Fund Balance$321,588$667,457▲ $345,869
Compensation and Service Providers

Employees

NameTitleBaseTotal
Sally Engelhard PingreePresident$48,499$48,499
Donald W HarwardExecutive Director$19,800$19,800

Board Members and Trustees

NameTitle
Daniel Tad RoachTreasurer/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$605,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$605,000
Change in Net Assets
$289,935

Audited Revenue Reconciliation

Revenue per Audited Statements
$605,000
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$605,000
Total Revenue per Form 990
$605,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$217,646
Salaries, Compensation, and Employee Benefits$84,912
Total Fundraising Expense$43,201
Other Expenses$12,507
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$217,646--$217,646
Current Officers, Directors, Trustees, and Key Employees-$34,150$34,150$68,300
Other Salaries and Wages-$5,100$5,100$10,200
Payroll Taxes-$3,206$3,206$6,412
Fees for Services Other-$6,007-$6,007
Fees for Services Accounting-$4,340-$4,340
Other Expenses-$746$745$1,491
Travel-$490-$490
Fees for Services Legal-$179-$179
Total Functional Expenses$217,646$54,218$43,201$315,065

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$315,065
Total Expenses per Audited Statements$315,065
Total Expenses per Form 990$315,065
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Association of American Colleges and UniversitiesWashington, DC501(c)(3)BRINGING THEORY TO PRACTICE PROJECT: GRANT AWARDS, CONFERENCE, PUBLICATIONS, ETC$217,646
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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
Yes
Other officer compensation reviewed
Yes
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, Part VI, Section B, Line 11

The organization's executive director and accounting staff reviewed the draft form 990. The form was then reviewed by the board of directors prior to filing.

Form 990, Part VI, Section B, Line 12C

Compliance with developed poicies is monitored at board meetings and reviewed by management. When a conflict occurs, the procedure is as follows: 1. In situations where a board member or a member of a board member's immediate family holds a fiduciary or leading position with an individual or an organization potentially involved in a financial or business dealing with s.e. Center, that relationship is always disclosed. Either the board member involved abstains from voting or the matter is determined without considering the vote of the board member. 2. Board members always abstain from voting on matters regarding business transactions between s.e. Center and any organization in which the board member or member of the board member's immediate family holds a fiduciary or leading position or has a significant financial interest. 3. A disclosure form is circulated annually for board members and others to list organizations in which the board member or others or a spouse or child plays a fiduciary or leading role.

Form 990, Part VI, Section B, Line 15

The board of directors determines compensation for all employees. The process includes the use of comparable data, is documented, and was last completed august 2015.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
The S Engelhard Ctr for the Study and
EIN
26-1331417
Phone
2028840815
Address
1818 R STREET NW, WASHINGTON, DC 20009

Signing Officer

Name
Donald W Harward
Title
Executive Director
Phone
2028840815
Signed
2016-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donald W Harward
Formed
2008
Legal Domicile
Dc
Voting Board Members
3
Independent Board Members
1
Employees
2
Volunteers
1

Preparer

Firm
Gelman Rosenberg & Freedman
Address
4550 MONTGOMERY AVE SUITE 650N, BETHESDA, MD 20814-2930
Phone
3019519090
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

For the year ended december 31, 2015, the center has documented its consideration of fasb asc 740-10, income taxes, that provides guidance for reporting uncertainty in income taxes and has determined that no material uncertain tax positions qualify for either recognition or disclosure in the financial statements.

Raw XML Appendix335 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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IRS990/MissionDesc0S. ENGELHARD CENTER SUPPORTS PROJECTS AND INITIATIVES THAT AFFECT GREATER AND SUSTAINED COMMITMENTS BY EDUCATIONAL INSTITUTIONS AT ALL LEVELS TO PROVIDE EFFECTIVE MEANS OF ADDRESSING THE INTELLECTUAL, EMOTIONAL, AND CIVIC DEVELOPMENT OF TODAY'S STUDENTS IN PREPARATION FOR CLAIMING THEIR POSITIVE FUTURE.
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE S. ENGELHARD CENTER QUALIFIES AS A PUBLIC CHARITY UNDER THE "FACTS AND CIRCUMSTANCES" TEST OF 1.170A-9(E)(3) OF THE TREASURY REGULATIONS, BASED UPON THE FOLLOWING: 1. IT IS ORGANIZED AND OPERATED SO AS TO ATTRACT NEW AND ADDITIONAL PUBLIC AND GOVERNMENTAL FUNDING ON A CONTINUOUS BASIS, THEREBY MEETING THE REQUIREMENT OF SECTION 1.170A-9(E)(3)(II). EXAMPLES OF RECENT EFFORTS BY THE ORGANIZATION INCLUDE: DURING 2015, THE S. ENGELHARD CENTER REMAINS COMMITTED TO FUNDRAISING WITH THE EXECUTIVE DIRECTOR AND PRESIDENT SPENDING TIME RAISING ADDITIONAL FUNDS FROM THREE TOTAL FOUNDATIONS: ENGELHARD FOUNDATION, ENDEAVOR FOUNDATION AND SPENCER FOUNDATION. 2. THE S. ENGELHARD CENTER'S PUBLIC SUPPORT, FOR 2014 AND 2015 WAS 11.41% AND 12.39% RESPECTIVELY, THEREBY MEETING THE REQUIREMENT OF SECTION 1.170A-9(E)(3)(II). 3. IN MEETING THE REQUIREMENT OF SECTION 1.170A-9(E)(3)(I), THE S. ENGELHARD CENTER HAS RECEIVED SUPPORT FROM A REPRESENTATIVE NUMBER OF PERSONS, RATHER THAN RECEIVING ALL OR MOST OF ITS SUPPORT FROM THE MEMBERS OF A SINGLE FAMILY, OR FROM A SINGLE DONOR. IN THIS RESPECT, THE S. ENGELHARD CENTER MEETS THE REQUIREMENT OF SECTION 1.170A-9(E)(3)(IV). 4. THE S. ENGELHARD CENTER, THROUGH ITS PROGRAM BRINGING THEORY TO PRACTICE PROJECT (BTTOP) MAKES AVAILABLE ITS MISSION TO THE PUBLIC. ITS PROGRAM ENCOURAGES COLLEGES AND UNIVERSITIES TO REASSERT THEIR CORE PURPOSES AS EDUCATIONAL INSTITUTIONS, NOT ONLY TO ADVANCE LEARNING AND DISCOVERY, BUT TO ADVANCE THE POTENTIAL AND WELL-BEING OF EACH INDIVIDUAL STUDENT, AND TO ADVANCE EDUCATION AS A PUBLIC GOOD THAT SUSTAINS A CIVIC SOCIETY. THE PROJECT SUPPORTS CAMPUS-BASED INITIATIVES THAT DEMONSTRATE HOW USES OF ENGAGED FORMS OF LEARNING THAT ACTIVELY INVOLVE STUDENTS BOTH WITHIN AND BEYOND THE CLASSROOM DIRECTLY CONTRIBUTE TO THEIR COGNITIVE, EMOTIONAL, AND CIVIC DEVELOPMENT. IN THIS MANNER, THE S. ENGELHARD CENTER MEETS THE REQUIREMENT OF SECTION 1.170A-9(E)(3)(VI).
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FOR THE YEAR ENDED DECEMBER 31, 2015, THE CENTER HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ASSOCIATION OF AMERICAN COLLEGES AND UNIVERSITIES
IRS990ScheduleI/RecipientTable/RecipientEIN0521945674
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01818 R ST NW
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WASHINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0DC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd020009
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S EXECUTIVE DIRECTOR AND ACCOUNTING STAFF REVIEWED THE DRAFT FORM 990. THE FORM WAS THEN REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPLIANCE WITH DEVELOPED POICIES IS MONITORED AT BOARD MEETINGS AND REVIEWED BY MANAGEMENT. WHEN A CONFLICT OCCURS, THE PROCEDURE IS AS FOLLOWS: 1. IN SITUATIONS WHERE A BOARD MEMBER OR A MEMBER OF A BOARD MEMBER'S IMMEDIATE FAMILY HOLDS A FIDUCIARY OR LEADING POSITION WITH AN INDIVIDUAL OR AN ORGANIZATION POTENTIALLY INVOLVED IN A FINANCIAL OR BUSINESS DEALING WITH S.E. CENTER, THAT RELATIONSHIP IS ALWAYS DISCLOSED. EITHER THE BOARD MEMBER INVOLVED ABSTAINS FROM VOTING OR THE MATTER IS DETERMINED WITHOUT CONSIDERING THE VOTE OF THE BOARD MEMBER. 2. BOARD MEMBERS ALWAYS ABSTAIN FROM VOTING ON MATTERS REGARDING BUSINESS TRANSACTIONS BETWEEN S.E. CENTER AND ANY ORGANIZATION IN WHICH THE BOARD MEMBER OR MEMBER OF THE BOARD MEMBER'S IMMEDIATE FAMILY HOLDS A FIDUCIARY OR LEADING POSITION OR HAS A SIGNIFICANT FINANCIAL INTEREST. 3. A DISCLOSURE FORM IS CIRCULATED ANNUALLY FOR BOARD MEMBERS AND OTHERS TO LIST ORGANIZATIONS IN WHICH THE BOARD MEMBER OR OTHERS OR A SPOUSE OR CHILD PLAYS A FIDUCIARY OR LEADING ROLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS DETERMINES COMPENSATION FOR ALL EMPLOYEES. THE PROCESS INCLUDES THE USE OF COMPARABLE DATA, IS DOCUMENTED, AND WAS LAST COMPLETED AUGUST 2015.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0169339
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0426693
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0321588
IRS990/TotalAssetsEOYAmt0667457
IRS990/TotalAssetsGrp/BOYAmt0321588
IRS990/TotalAssetsGrp/EOYAmt0667457
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0605000
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt043201
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt054218
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0217646
IRS990/TotalFunctionalExpensesGrp/TotalAmt0315065
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01412
IRS990/TotalLiabilitiesEOYAmt057346
IRS990/TotalLiabilitiesGrp/BOYAmt01412
IRS990/TotalLiabilitiesGrp/EOYAmt057346
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0320176
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0610111
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0217646
IRS990/TotalReportableCompFromOrgAmt068299
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0605000
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0321588
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0667457
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0490
IRS990/TravelGrp/TotalAmt0490
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0150837
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0183418
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01818 R STREET NW
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020009
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0WWW.AACU.ORG/BRINGING_THEORY/INDEX.CFM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD W HARWARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02028840815
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE S ENGELHARD CTR FOR THE STUDY AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SUPPORT OF EDUC HEALTH & CIVIL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0SENG
ReturnHeader/Filer/EIN0261331417
ReturnHeader/Filer/PhoneNum02028840815
ReturnHeader/Filer/USAddress/AddressLine1Txt01818 R STREET NW
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020009
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521392008
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GELMAN ROSENBERG & FREEDMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04550 MONTGOMERY AVE SUITE 650N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208142930
ReturnHeader/PreparerPersonGrp/PhoneNum03019519090
ReturnHeader/ReturnTs02016-11-01T07:07:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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