Civic Intelligence

The Institute for Educational Advancements Inc.

990 • Fiscal year 2018 • EIN 26-3981686

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 11, 2019

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

67th percentile

0.24x

Higher debt load relative to assets than 67% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

88th percentile

1.31x

Higher debt load relative to revenue than 88% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

93rd percentile

59%

Higher net margin than 93% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

60th percentile

4.0%

Faster asset growth than 60% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

100th percentile

330649%

Faster revenue growth than 100% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$3,620,438

Up $138,944 (+4.0%) from 2017

Net Assets

Up

$2,735,158

Up $387,574 (+17%) from 2017

Liabilities

Down

$885,280

Down $248,630 (-22%) from 2017

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin93rd percentile

Revenue

Up

$678,036

Up $677,831 (+330649%) from 2017

Expenses

Up

$277,276

Up $81,372 (+42%) from 2017

Net Income

Up

$400,760

Up $596,459 (+305%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2018

Assets$3,620,438
Liabilities$885,280
Net Assets$2,735,158
Open 2018 Filing

Operations Trend

Revenue Growth100th percentile

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

2018

Revenue$678,036
Expenses$277,276
Net Income$400,760
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 11, 2019
Return Version
2018v3.1
Gross Receipts
$898,036
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$2,634,728$2,416,980▼ $217,748
Cash and Non-Interest-Bearing Accounts$268,034$801,607▲ $533,573
Investments Other Securities$578,732$369,047▼ $209,685
Accounts Receivable-$32,804-
Total Assets$3,481,494$3,620,438▲ $138,944
Liabilities
Other Liabilities$1,133,910$885,280▼ $248,630
Total Liabilities$1,133,910$885,280▼ $248,630
Net Assets / Fund Balance
Unrestricted Net Assets$2,347,584$2,735,158▲ $387,574
Total Net Assets Fund Balance$2,347,584$2,735,158▲ $387,574
Total Liabilities and Net Assets / Fund Balance$3,481,494$3,620,438▲ $138,944

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,676,980--
Land$740,000--
Closely Held Equity Interests$253,767--
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
$12,219
Program Service Revenue
$0
Investment Income
$795,788
Other Revenue
$-129,971
All Other Contributions
$12,219
Change in Net Assets
$400,760

Audited Revenue Reconciliation

Revenue per Audited Statements
$678,036
Total Revenue per Audited Statements
$678,036
Total Revenue per Form 990
$678,036
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$271,408
Other Expenses$5,868
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$265,408--$265,408
Grants to Domestic Individuals$6,000--$6,000
Fees for Services Accounting-$5,500-$5,500
Insurance-$283-$283
Fees for Services Other-$85-$85
Total Functional Expenses$271,408$5,868$0$277,276

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$290,462
Expenses per Audited Statements$277,276
Total Expenses per Form 990$277,276
Expenses Not Reported on Form 990$13,186
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pinecrest AcademyCumming, GA--$70,000
The Davis AcademyAtlanta, GA--$44,830
Girls Prepatory SchoolChattanooga, TN--$25,340
The Galloway SchoolAtlanta, GA--$25,170
KING'S RIDGE CHRISTIAN SCHOOLAlpharetta, GA--$19,995
University of GaAthens, GA--$16,554
Georgia Tech UniversityAtlanta, GA-Scholarship$12,503
Kennsaw State UniversityKennesaw, GA--$12,292
Adrian CollegeAdrian, MI-Scholarship$12,000
Mercer UniversityAtlanta, GA--$8,367
University of Wisconsin OshkoshOshkosh, WI--$7,000
The Joseph Sams SchoolFayetteville, GA--$6,376
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$885,280
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
2019-11-11
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 -13,186”

Financial Statement Notes

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

“Unrealized loss on investment 13,186”

Raw XML AppendixShowing 400 of 430 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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOLARSHIP
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9THE JOSEPH SAMS SCHOOL
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2205 ISLAND AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31000 CHASTAIN RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt42765 BETHANY BEND
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt53001 MERCER UNIVERSITY DR
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt78105 ROBERTS DR
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt10394 S MILLEGE AVE STE 100
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11800 ALGOMA BLVD
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IRS990ScheduleI/RecipientTable/USAddress/CityNm6CUMMING
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IRS990ScheduleI/RecipientTable/USAddress/CityNm8ATLANTA
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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
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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 -13,186
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IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd030327
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ReturnHeader/BuildTS02020-04-17 16:48:07Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW ORNSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-11

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,620,438
Liabilities
$885,280
Net assets
$2,735,158
Revenue
$678,036
Expenses
$277,276
Net income
$400,760
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
2018Detailed filing. Detailed filing data is available for this year.$3.62$0.89$2.74$0.68$0.28$0.40
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$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