Civic Intelligence

Magnified Giving

990 • Fiscal year 2019 • EIN 26-3519081

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 12, 2019

9940 Reading RoadCincinnati, OH 45241

(513) 733-9727

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

30th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

83rd percentile

29%

Higher net margin than 83% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

78th percentile

$73,000

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

85th percentile

34%

Faster asset growth than 85% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

89th percentile

64%

Faster revenue growth than 89% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$981,854

Up $250,497 (+34%) from 2018

Net Assets

Up

$981,131

Up $249,774 (+34%) from 2018

Liabilities

Up

$723

Up $723 from 2018

Revenue

Up

$772,023

Up $302,495 (+64%) from 2018

Expenses

Up

$547,321

Up $59,365 (+12%) from 2018

Net Income

Up

$224,702

Up $243,130 (+1319%) from 2018

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2017: $745,812Liabilities 2017: $0Net Assets 2017: $745,8122017Assets 2018: $731,357Liabilities 2018: $0Net Assets 2018: $731,3572018Assets 2019: $981,854Liabilities 2019: $723Net Assets 2019: $981,1312019Assets 2020: $1,558,005Liabilities 2020: $20,569Net Assets 2020: $1,537,4362020Assets 2021: $1,690,078Liabilities 2021: $19,403Net Assets 2021: $1,670,6752021Assets 2022: $1,629,723Liabilities 2022: $19,855Net Assets 2022: $1,609,8682022Assets 2023: $1,599,950Liabilities 2023: $61,974Net Assets 2023: $1,537,9762023Assets 2024: $3,718,104Liabilities 2024: $22,336Net Assets 2024: $3,695,7682024Assets 2025: $3,751,975Liabilities 2025: $36,271Net Assets 2025: $3,715,7042025

Highlighted filing

2019

Assets$981,854
Liabilities$723
Net Assets$981,131

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $624,598Expenses 2017: $357,175Net Income 2017: $267,4232017Revenue 2018: $469,528Expenses 2018: $487,956Net Income 2018: -$18,4282018Revenue 2019: $772,023Expenses 2019: $547,321Net Income 2019: $224,7022019Revenue 2020: $629,244Expenses 2020: $649,634Net Income 2020: -$20,3902020Revenue 2021: $621,909Expenses 2021: $594,316Net Income 2021: $27,5932021Revenue 2022: $741,639Expenses 2022: $673,438Net Income 2022: $68,2012022Revenue 2023: $649,634Expenses 2023: $743,862Net Income 2023: -$94,2282023Revenue 2024: $2,905,017Expenses 2024: $788,172Net Income 2024: $2,116,8452024Revenue 2025: $872,172Expenses 2025: $897,568Net Income 2025: -$25,3962025

Highlighted filing

2019

Revenue$772,023
Expenses$547,321
Net Income$224,702
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$772,023
Mission and Program Overview

Mission

To provide grants to local charities through junior high and high school students participating in youth Philanthropy education.

To provide grants to junior high and high school students and to local charities through youth philanthropy education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$731,357$981,131▲ $249,774
Investments in Publicly Traded Securities$342,649$591,623▲ $248,974
Land, Buildings, and Equipment, Net$337,277$323,663▼ $13,614
Cash and Non-Interest-Bearing Accounts$47,525$62,974▲ $15,449
Intangible Assets$3,906$3,594▼ $312
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$731,357$981,854▲ $250,497
Liabilities
Accounts Payable and Accrued Expenses-$723-
Total Liabilities$0$723▲ $723
Net Assets / Fund Balance
Total Net Assets Fund Balance$731,357$981,131▲ $249,774
Total Liabilities and Net Assets / Fund Balance$731,357$981,854▲ $250,497

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$290,860$42,866$333,726
Land$29,650-$29,650
Other Land Buildings$3,153$4,172$7,325

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$143,245$102,866--$246,111
2017$100,578$25,000▲ $17,667-$143,245
2016-$100,578--$100,578
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kelly CollisonExecutive DirectorFT$73,000$73,000

Board Members and Trustees

NameTitle
Roger GreinPresident & Chair
Anthony ReedBoard Member
Bob KellyBoard Member
Casey RuschmanBoard Member
Don NeyerBoard Member
Drew HicksBoard Member
Drew MyersBoard Member
Jenna MchughBoard Member
John RaspBoard Member
Jon SanchezBoard Member
Josh FendleyBoard Member
Joyce Kupfer MulderigBoard Member
Katelyn SussliBoard Member
Mary RonanBoard Member
Paula SilvaBoard Member
Stewart GreenleeBoard Member
Jane MeierSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$732,420
Program Service Revenue
$13,521
Investment Income
$18,785
Other Revenue
$7,297
All Other Contributions
$732,420
Change in Net Assets
$224,702

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$118,837Exchange Value
Total Noncash Contributions2$118,837-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$217,833
Grants and Similar Amounts Paid$178,766
Other Expenses$150,722
Total Fundraising Expense$80,489
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$178,766--$178,766
Other Salaries and Wages$66,846$10,568$55,981$133,395
Current Officers, Directors, Trustees, and Key Employees$65,588$3,644$3,644$72,876
Fees for Services Other$20,198$1,234$1,191$22,623
Office Expenses$15,053$3,921$3,016$21,990
Occupancy$15,099$1,634$1,505$18,238
Depreciation Depletion$6,963$1,393$5,570$13,926
Payroll Taxes-$11,562-$11,562
Conferences and Meetings$4,863$1,173$3,312$9,348
Information Technology$2,352$2,826$769$5,947
All Other Expenses$4,153$190$515$4,858
Other Expenses$2,687$172$4,986$2,859
Advertising$2,748--$2,748
Travel$1,680$5-$1,685
Fees for Services Accounting-$1,230-$1,230
Total Functional Expenses$427,280$39,552$80,489$547,321
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Smiles for SeniorsCincinnati, OH501c3General Program$7,808
Sugar Tree MinistriesWilmington, OH501c3General Program$5,812
4 Paws for AbilityXenia, OH501c3General Program$5,676
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
No
Annual disclosure for covered persons
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
Yes
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, Part VI, Section B, Line 11B

The governing body reviews the 990 before filing.

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

Each board member is required to review and confirm compliance with the policy annually.

Form 990, Part VI, Section B, Line 15A

Board approval is required and comparability data is utilized.

Form 990, Part VI, Section C, Line 19

All documents and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Magnified Giving
EIN
26-3519081
Phone
5137339727
Address
9940 READING ROAD, CINCINNATI, OH 45241

Signing Officer

Name
Roger F Grein
Title
President
Phone
5137339727
Signed
2019-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roger F Grein
Formed
2008
Legal Domicile
Oh
Voting Board Members
17
Independent Board Members
17
Employees
11
Volunteers
30

Preparer

Firm
Clark Schaefer Hackett & Co
Address
1 EAST 4TH STREET, CINCINNATI, OH 45202
Preparer
Jane E Pfeifer
Phone
5132413111
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

To create sustainability for the organization to annually support school programs participating in mg youth philanthropy education which serve local nonprofit organizations and pay staff.

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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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IRS990/InformationTechnologyGrp/TotalAmt05947
IRS990/IntangibleAssetsGrp/BOYAmt03906
IRS990/IntangibleAssetsGrp/EOYAmt03594
IRS990/InvestmentIncomeGrp/ExclusionAmt018785
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018785
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0342649
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0591623
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt047038
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0337277
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0323663
IRS990/LandBldgEquipCostOrOtherBssAmt0370701
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE GRANTS TO JUNIOR HIGH AND HIGH SCHOOL STUDENTS AND TO LOCAL CHARITIES THROUGH YOUTH PHILANTHROPY EDUCATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0731357
IRS990/NetAssetsOrFundBalancesEOYAmt0981131
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt023537
IRS990/NoncashContributionsAmt0118837
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01505
IRS990/OccupancyGrp/ManagementAndGeneralAmt01634
IRS990/OccupancyGrp/ProgramServicesAmt015099
IRS990/OccupancyGrp/TotalAmt018238
IRS990/OfficeExpensesGrp/FundraisingAmt03016
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03921
IRS990/OfficeExpensesGrp/ProgramServicesAmt015053
IRS990/OfficeExpensesGrp/TotalAmt021990
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0TEACHER STIPENDS
IRS990/OtherExpensesGrp/Desc1SUMMER CAMP
IRS990/OtherExpensesGrp/Desc2ANNUAL DINNER
IRS990/OtherExpensesGrp/Desc3GIFTS
IRS990/OtherExpensesGrp/FundraisingAmt04986
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0172
IRS990/OtherExpensesGrp/ProgramServicesAmt020550
IRS990/OtherExpensesGrp/ProgramServicesAmt114688
IRS990/OtherExpensesGrp/ProgramServicesAmt25046
IRS990/OtherExpensesGrp/ProgramServicesAmt32687
IRS990/OtherExpensesGrp/TotalAmt020550
IRS990/OtherExpensesGrp/TotalAmt114688
IRS990/OtherExpensesGrp/TotalAmt210032
IRS990/OtherExpensesGrp/TotalAmt32859
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REAL ESTATE TAX REFUND
IRS990/OtherRevenueMiscGrp/ExclusionAmt07297
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07297
IRS990/OtherRevenueTotalAmt07297
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt055981
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt010568
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt066846
IRS990/OtherSalariesAndWagesGrp/TotalAmt0133395
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt011562
IRS990/PayrollTaxesGrp/TotalAmt011562
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROGER F GREIN
IRS990/PriorPeriodAdjustmentsAmt01535
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0SUMMER CAMP FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt013521
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013521
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0452396
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0171350
IRS990/PYInvestmentIncomeAmt06564
IRS990/PYOtherExpensesAmt0116321
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt010568
IRS990/PYRevenuesLessExpensesAmt0-18428
IRS990/PYSalariesCompEmpBnftPaidAmt0200285
IRS990/PYTotalExpensesAmt0487956
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0469528
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0224702
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt013521
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0731357
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0981131
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0732420
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0452396
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0618082
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0651194
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0277214
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02731306
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt018785
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03708
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0358
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0142
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt022993
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt031709
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt07297
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0153
IRS990ScheduleA/OtherIncome170Grp/TotalAmt07450
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.54240
IRS990ScheduleA/PublicSupportPY170Pct00.54060
IRS990ScheduleA/PublicSupportTotal170Amt01498077
IRS990ScheduleA/SubstantialContributorsTotAmt01233229
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0732420
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0452396
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0618082
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0651194
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0277214
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02731306
IRS990ScheduleA/TotalSupportAmt02761749
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0290860
IRS990ScheduleD/BuildingsGrp/DepreciationAmt042866
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0333726
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0143245
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0102866
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0246111
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0100578
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt025000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0143245
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt017667
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0100578
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0100578
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00

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