Civic Intelligence

The Institute for Educational Advancements Inc.

990 • Fiscal year 2017 • EIN 26-3981686

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 20, 2018

Organization ProfileN/A
1266 West Paces Ferry Rd Rm/Ste 181Atlanta, GA 30327

(770) 420-2492

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.33x

Higher debt load relative to assets than 72% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

100th percentile

5531.27x

Higher debt load relative to revenue than 100% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

1st percentile

-95463%

Higher net margin than 1% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

37th percentile

-0.4%

Faster asset growth than 37% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$3,481,494

Down $12,508 (-0.4%) from 2016

Net Assets

Down

$2,347,584

Down $390,246 (-14%) from 2016

Liabilities

Up

$1,133,910

Up $377,738 (+50%) from 2016

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Up

$205

Up $205 from 2016

Expenses

Up

$195,904

Up $56,966 (+41%) from 2016

Net Income

Down

-$195,699

Down $56,761 (-41%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $15,692,077Liabilities 2010: $0Net Assets 2010: $15,692,0772010Assets 2013: $10,676,930Liabilities 2013: $0Net Assets 2013: $10,676,9302013Assets 2014: $3,496,301Liabilities 2014: $0Net Assets 2014: $3,496,3012014Assets 2015: $3,507,287Liabilities 2015: $467,682Net Assets 2015: $3,039,6052015Assets 2016: $3,494,002Liabilities 2016: $756,172Net Assets 2016: $2,737,8302016Assets 2017: $3,481,494Liabilities 2017: $1,133,910Net Assets 2017: $2,347,5842017Assets 2018: $3,620,438Liabilities 2018: $885,280Net Assets 2018: $2,735,1582018Assets 2019: $4,577,043Liabilities 2019: $0Net Assets 2019: $4,577,0432019Assets 2020: $3,937,729Liabilities 2020: $55,739Net Assets 2020: $3,881,9902020Assets 2021: $3,895,442Liabilities 2021: $6,307Net Assets 2021: $3,889,1352021Assets 2022: $3,846,432Liabilities 2022: $524Net Assets 2022: $3,845,9082022Assets 2023: $2,979,554Liabilities 2023: $0Net Assets 2023: $2,979,5542023Assets 2024: $2,879,221Liabilities 2024: $0Net Assets 2024: $2,879,2212024

Highlighted filing

2017

Assets$3,481,494
Liabilities$1,133,910
Net Assets$2,347,584
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $195,7272010Revenue 2013: $87,695Expenses 2013: $7,368,580Net Income 2013: -$7,280,8852013Revenue 2014: $1,646Expenses 2014: $160,821Net Income 2014: -$159,1752014Revenue 2015: $0Expenses 2015: $184,067Net Income 2015: -$184,0672015Revenue 2016: $0Expenses 2016: $138,938Net Income 2016: -$138,9382016Revenue 2017: $205Expenses 2017: $195,904Net Income 2017: -$195,6992017Revenue 2018: $678,036Expenses 2018: $277,276Net Income 2018: $400,7602018Revenue 2019: $2,292,655Expenses 2019: $450,770Net Income 2019: $1,841,8852019Revenue 2020: $500,704Expenses 2020: $1,195,757Net Income 2020: -$695,0532020Revenue 2021: $327,119Expenses 2021: $319,974Net Income 2021: $7,1452021Revenue 2022: $58,737Expenses 2022: $125,514Net Income 2022: -$66,7772022Revenue 2023: -$481,865Expenses 2023: $384,489Net Income 2023: -$866,3542023Revenue 2024: $137,190Expenses 2024: $237,523Net Income 2024: -$100,3332024

Highlighted filing

2017

Revenue$205
Expenses$195,904
Net Income-$195,699
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 20, 2018
Return Version
2017v2.3
Gross Receipts
$205
Mission and Program Overview

Mission

To provide merit scholarships for educational advancement and excellence with the goal of increasing pre-college, college, and graduate level attendence, performance, and graduation rates in the united states.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,633,308$2,634,728▲ $1,420
Investments Other Securities$363,576$578,732▲ $215,156
Cash and Non-Interest-Bearing Accounts$497,118$268,034▼ $229,084
Total Assets$3,494,002$3,481,494▼ $12,508
Liabilities
Other Liabilities$756,172$1,133,910▲ $377,738
Total Liabilities$756,172$1,133,910▲ $377,738
Net Assets / Fund Balance
Unrestricted Net Assets$2,737,830$2,347,584▼ $390,246
Total Net Assets Fund Balance$2,737,830$2,347,584▼ $390,246
Total Liabilities and Net Assets / Fund Balance$3,494,002$3,481,494▼ $12,508

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,674,728--
Land$960,000--
Closely Held Equity Interests$463,452--
Financial Derivatives$115,280--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Matthew OrnsteinPresident
Anna ParkerDirector
Michael BeanDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$205
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$205
Change in Net Assets
$-195,699

Audited Revenue Reconciliation

Revenue per Audited Statements
$205
Total Revenue per Audited Statements
$205
Total Revenue per Form 990
$205
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$187,957
Other Expenses$7,947
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$187,957--$187,957
Fees for Services Accounting-$5,000-$5,000
Office Expenses-$2,511-$2,511
Insurance-$283-$283
Fees for Services Other-$153-$153
Total Functional Expenses$187,957$7,947$0$195,904

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$390,451
Expenses per Audited Statements$195,904
Total Expenses per Form 990$195,904
Expenses Not Reported on Form 990$194,547
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Virginia Common WealthRichmond, VA--$43,740
Girls Prepatory SchoolChattanooga, TN-Scholarship$24,350
Mount Vernon Presbyterian SchoolAtlanta, GA--$23,732
University of GaAthens, GA--$21,405
Kennsaw State UniversityKennesaw, GA--$17,272
Georiga Southern UniversityStatesboro, GA-Scholarship$15,844
College AmericaPheonix, AZ--$15,000
Oglethorpe UniversityAtlanta, GA--$8,025
Georgia Tech UniversityAtlanta, GA-Scholarship$6,300
The Joseph Sams SchoolFayetteville, GA--$6,095
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Partner Liability Share$1,133,910
Governance and Compliance

Governance Checklist

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

“Board members are emailed pdf draft copy of form 990 for review before filing.”

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

“Review of conflict of interest policy is completed as needed.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
The Institute for Educational
EIN
26-3981686
Phone
7704202492
Address
1266 WEST PACES FERRY RD RM/STE 181, ATLANTA, GA 30327

Signing Officer

Name
Matthew Ornstein
Title
President
Phone
7704202492
Signed
2018-04-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Ornstein
Formed
2008
Legal Domicile
Ga
Voting Board Members
3
Independent Board Members
2
Employees
0

Preparer

Firm
Alliant CPA Group LLC
Address
1395 S MARIETTA PKWY, MARIETTA, GA 30067
Preparer
Jeff E Schwind
Phone
7704231865
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Unrealized loss on investments -194,547”

Financial Statement Notes

Schedule D, Page 4, Part XII, Line 2D

“Unrealized loss on investments 194,547”

Raw XML Appendix373 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE MERIT SCHOLARSHIPS FOR EDUCATIONAL ADVANCEMENT AND EXCELLENCE WITH THE GOAL OF INCREASING PRE-COLLEGE, COLLEGE, AND GRADUATE LEVEL ATTENDENCE, PERFORMANCE, AND GRADUATION RATES IN THE UNITED STATES.
IRS990/AllOtherContributionsAmt0205
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0MATTHEW ORNSTEIN
IRS990/BooksInCareOfDetail/PhoneNum04044013505
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01266 WEST PACES FERRY RD
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0SUITE 181
IRS990/BooksInCareOfDetail/USAddress/CityNm0ATLANTA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd030327
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0true
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0497118
IRS990/CashNonInterestBearingGrp/EOYAmt0268034
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0205
IRS990/CYGrantsAndSimilarPaidAmt0187957
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt07947
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-195699
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0195904
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0205
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TO PROVIDE MERIT SCHOLARSHIPS FOR EDUCATIONAL ADVANCEMENT AND EXCELLENCE WITH THE GOAL OF INCREASING PRE-COLLEGE, COLLEGE, AND GRADUATE LEVEL ATTENDENCE, PERFORMANCE, AND GRADUATION RATES IN THE UNITED STATES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0187957
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05000
IRS990/FeesForServicesAccountingGrp/TotalAmt05000
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0153
IRS990/FeesForServicesOtherGrp/TotalAmt0153
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0MATTHEW ORNSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL BEAN
IRS990/Form990PartVIISectionAGrp/PersonNm2ANNA PARKER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt0187957
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0187957
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0187957
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0205
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0283
IRS990/InsuranceGrp/TotalAmt0283
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0363576
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0578732
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02633308
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02634728
IRS990/LandBldgEquipCostOrOtherBssAmt02634728
IRS990/LegalDomicileStateCd0GA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE MERIT SCHOLARSHIPS FOR EDUCATIONAL ADVANCEMENT AND EXCELLENCE WITH THE GOAL OF INCREASING PRE-COLLEGE, COLLEGE, AND GRADUATE LEVEL ATTENDENCE, PERFORMANCE, AND GRADUATION RATES IN THE UNITED STATES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02737830
IRS990/NetAssetsOrFundBalancesEOYAmt02347584
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02511
IRS990/OfficeExpensesGrp/TotalAmt02511
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-194547
IRS990/OtherLiabilitiesGrp/BOYAmt0756172
IRS990/OtherLiabilitiesGrp/EOYAmt01133910
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MATTHEW ORNSTEIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0TO PROVIDE DONATIONS FOR USE BY THE GENERAL PUBLIC; USED FOR COMPATIBLE, LOW-INFRASTUCTURE, NATUAL RESOUCED BASED OUTDOOR RECREATION.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0131838
IRS990/PYOtherExpensesAmt07100
IRS990/PYRevenuesLessExpensesAmt0-138938
IRS990/PYTotalExpensesAmt0138938
IRS990/ReconcilationRevenueExpnssAmt0-195699
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0205
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01036
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt087150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt088391
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0610
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0545
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01155
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99650
IRS990ScheduleA/PublicSupportTotal509Amt089546
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0205
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01646
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt087695
IRS990ScheduleA/Total509Grp/TotalAmt089546
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0205
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01646
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt087695
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt089546
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt0463452
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0C
IRS990ScheduleD/ExpensesNotReportedAmt0194547
IRS990ScheduleD/ExpensesSubtotalAmt0195904
IRS990ScheduleD/FinancialDerivativesGrp/BookValueAmt0115280
IRS990ScheduleD/FinancialDerivativesGrp/MethodValuationCd0C
IRS990ScheduleD/LandGrp/BookValueAmt0960000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0960000
IRS990ScheduleD/OtherExpensesIncludedAmt0194547
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01674728
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt01674728
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01133910
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PARTNER LIABILITY SHARE
IRS990ScheduleD/RevenueSubtotalAmt0205
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0UNREALIZED LOSS ON INVESTMENTS 194,547
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02634728
IRS990ScheduleD/TotalBookValueSecuritiesAmt0578732
IRS990ScheduleD/TotalExpensesPerForm990Amt0195904
IRS990ScheduleD/TotalLiabilityAmt01133910
IRS990ScheduleD/TotalRevenuePerForm990Amt0205
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0205
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0390451
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt015844
IRS990ScheduleI/RecipientTable/CashGrantAmt16300
IRS990ScheduleI/RecipientTable/CashGrantAmt224350
IRS990ScheduleI/RecipientTable/CashGrantAmt317272
IRS990ScheduleI/RecipientTable/CashGrantAmt48025
IRS990ScheduleI/RecipientTable/CashGrantAmt56095
IRS990ScheduleI/RecipientTable/CashGrantAmt643740
IRS990ScheduleI/RecipientTable/CashGrantAmt723732
IRS990ScheduleI/RecipientTable/CashGrantAmt821405
IRS990ScheduleI/RecipientTable/CashGrantAmt915000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOLARSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SCHOLARSHIP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0GEORIGA SOUTHERN UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1GEORGIA TECH UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2GIRLS PREPATORY SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3KENNSAW STATE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4OGLETHORPE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5THE JOSEPH SAMS SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6VIRGINIA COMMON WEALTH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7MOUNT VERNON PRESBYTERIAN SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8UNIVERSITY OF GA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9COLLEGE AMERICA
IRS990ScheduleI/RecipientTable/RecipientEIN0586002059
IRS990ScheduleI/RecipientTable/RecipientEIN1586002023
IRS990ScheduleI/RecipientTable/RecipientEIN2620475682
IRS990ScheduleI/RecipientTable/RecipientEIN3580965786
IRS990ScheduleI/RecipientTable/RecipientEIN4580568698
IRS990ScheduleI/RecipientTable/RecipientEIN5581234567
IRS990ScheduleI/RecipientTable/RecipientEIN6202661802
IRS990ScheduleI/RecipientTable/RecipientEIN7582054415
IRS990ScheduleI/RecipientTable/RecipientEIN8586033837
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 8014
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1500 TECH PARKWAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2205 ISLAND AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31000 CHASTAIN RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt44484 PEACHTREE RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5280 BRANDYWINE BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6901 W FRANKLIN ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7471 MOUNT VERNON HWY NE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt8394 S MILLEGE AVE STE 100
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt9N BLACK CANYON HWY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0STATESBORO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ATLANTA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2CHATTANOOGA
IRS990ScheduleI/RecipientTable/USAddress/CityNm3KENNESAW
IRS990ScheduleI/RecipientTable/USAddress/CityNm4ATLANTA
IRS990ScheduleI/RecipientTable/USAddress/CityNm5FAYETTEVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm6RICHMOND
IRS990ScheduleI/RecipientTable/USAddress/CityNm7ATLANTA
IRS990ScheduleI/RecipientTable/USAddress/CityNm8ATHENS
IRS990ScheduleI/RecipientTable/USAddress/CityNm9PHEONIX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2TN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6VA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd9AZ
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd030460
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd130332
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd237405
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd330144
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd430319
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd530214
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd623220
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd730328
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd830602
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd985015
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt01266 WEST PACES FERRY RD
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SEE BELOW PT V
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0SEE BELOW PT V
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0PT IV(B) STONEWALL TELL OSCP1 LLC - PRESIDENT OF ORGANIZATION IS MEMBER OF LLC PT IV(D) CONTRIBUTION OF FUNDS TO THE LLC PASSED THROUGH VIA FORM K-1
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS ARE EMAILED PDF DRAFT COPY OF FORM 990 FOR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEW OF CONFLICT OF INTEREST POLICY IS COMPLETED AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED LOSS ON INVESTMENTS -194,547
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0GA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03494002
IRS990/TotalAssetsEOYAmt03481494
IRS990/TotalAssetsGrp/BOYAmt03494002
IRS990/TotalAssetsGrp/EOYAmt03481494
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0205
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07947
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0187957
IRS990/TotalFunctionalExpensesGrp/TotalAmt0195904
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0756172
IRS990/TotalLiabilitiesEOYAmt01133910
IRS990/TotalLiabilitiesGrp/BOYAmt0756172
IRS990/TotalLiabilitiesGrp/EOYAmt01133910
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02737830
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02347584
IRS990/TotalProgramServiceExpensesAmt0187957
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0205
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03494002
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03481494
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02737830
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02347584
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01266 WEST PACES FERRY RD RM/STE 181
IRS990/USAddress/CityNm0ATLANTA
IRS990/USAddress/StateAbbreviationCd0GA
IRS990/USAddress/ZIPCd030327
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW ORNSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07704202492
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE INSTITUTE FOR EDUCATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ADVANCEMENT INC
ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0263981686
ReturnHeader/Filer/PhoneNum07704202492
ReturnHeader/Filer/USAddress/AddressLine1Txt01266 WEST PACES FERRY RD RM/STE 181
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030327
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09161F921B376A789D8F8C6A7224368C189941C9D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09161F921B376A789D8F8C6A7224368C189941C9D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.251.145.62
ReturnHeader/FilingSecurityInformation/IPDt02018-05-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:18:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0412210752
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALLIANT CPA GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01395 S MARIETTA PKWY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARIETTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030067
ReturnHeader/PreparerPersonGrp/PhoneNum07704231865
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF E SCHWIND
ReturnHeader/ReturnTs02018-05-01T13:18:37-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,481,494
Liabilities
$1,133,910
Net assets
$2,347,584
Revenue
$205
Expenses
$195,904
Net income
-$195,699
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.14$0.24$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.98$0.00$2.98$0.48$0.38$0.87
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.85$0.00$3.85$0.06$0.13$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.90$0.01$3.89$0.33$0.32$0.01
2020Detailed filing. Detailed filing data is available for this year.$3.94$0.06$3.88$0.50$1.20$0.70
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.58$0.00$4.58$2.29$0.45$1.84
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.62$0.89$2.74$0.68$0.28$0.40
2017Detailed filing. Detailed filing data is available for this year.$3.48$1.13$2.35$0.00$0.20$0.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.49$0.76$2.74$0.00$0.14$0.14
2015Detailed filing. Detailed filing data is available for this year.$3.51$0.47$3.04$0.00$0.18$0.18
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$0.00$3.50$0.00$0.16$0.16
2013Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.09$7.37$7.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.7$0.00$15.7$0.20