Civic Intelligence

Ryli Institute Foundation

990PF • Fiscal year 2017 • EIN 27-0483846

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 31, 2017

7282 Prairie Star CtParker, CO 80134

(408) 316-6775

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

37th percentile

0.02x

Higher debt load relative to revenue than 37% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

97th percentile

87%

Higher net margin than 97% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

47th percentile

$12,000

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

85th percentile

23%

Faster asset growth than 85% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

40th percentile

0.9%

Faster revenue growth than 40% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,635,609

Up $304,343 (+23%) from 2016

Net Assets

Up

$1,629,042

Up $498,336 (+44%) from 2016

Liabilities

Down

$6,567

Down $193,993 (-97%) from 2016

Revenue

Up

$349,418

Up $3,107 (+0.9%) from 2016

Expenses

Down

$44,877

Down $180,894 (-80%) from 2016

Net Income

Up

$304,541

Up $184,001 (+153%) from 2016

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $523,601Liabilities 2012: $203,557Net Assets 2012: $320,0442012Assets 2013: $676,643Liabilities 2013: $201,197Net Assets 2013: $475,4462013Assets 2014: $1,388,073Liabilities 2014: $197,838Net Assets 2014: $1,190,2352014Assets 2015: $1,212,551Liabilities 2015: $202,385Net Assets 2015: $1,010,1662015Assets 2016: $1,331,266Liabilities 2016: $200,560Net Assets 2016: $1,130,7062016Assets 2017: $1,635,609Liabilities 2017: $6,567Net Assets 2017: $1,629,0422017Assets 2018: $1,667,708Liabilities 2018: $5,232Net Assets 2018: $1,662,4762018Assets 2019: $1,583,921Liabilities 2019: $4,817Net Assets 2019: $1,579,1042019Assets 2020: $1,499,210Liabilities 2020: $4,661Net Assets 2020: $1,494,5492020Assets 2021: $1,440,972Liabilities 2021: $6,485Net Assets 2021: $1,434,4872021Assets 2022: $1,377,064Liabilities 2022: $215Net Assets 2022: $1,376,8492022Assets 2023: $1,481,865Liabilities 2023: $89,730Net Assets 2023: $1,392,1352023

Highlighted filing

2017

Assets$1,635,609
Liabilities$6,567
Net Assets$1,629,042

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2012: $231,4772012Expenses 2013: $214,1082013Revenue 2014: $932,993Expenses 2014: $218,204Net Income 2014: $714,7892014Revenue 2015: $37,742Expenses 2015: $217,811Net Income 2015: -$180,0692015Revenue 2016: $346,311Expenses 2016: $225,771Net Income 2016: $120,5402016Revenue 2017: $349,418Expenses 2017: $44,877Net Income 2017: $304,5412017Revenue 2018: $69,314Expenses 2018: $39,769Net Income 2018: $29,5452018Revenue 2019: $25,321Expenses 2019: $108,936Net Income 2019: -$83,6152019Revenue 2020: $22,032Expenses 2020: $108,012Net Income 2020: -$85,9802020Revenue 2021: $52,761Expenses 2021: $121,234Net Income 2021: -$68,4732021Revenue 2022: $41,915Expenses 2022: $110,573Net Income 2022: -$68,6582022Revenue 2023: $48,254Expenses 2023: $110,275Net Income 2023: -$62,0212023

Highlighted filing

2017

Revenue$349,418
Expenses$44,877
Net Income$304,541
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 31, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laura GordonExec TrusteeFT$12,000-$12,000
Brad GordonTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Ryli Institute Foundation
EIN
27-0483846
Phone
4083166775
Address
7282 Prairie Star Ct, Parker, CO 80134

Signing Officer

Name
Laura Gordon
Title
Exec Trustee
Phone
4083166775
Signed
2017-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Creative Planning Tax LLC
Address
3400 College Blvd, Leawood, KS 66211
Preparer
Eric Modrell CPA
Phone
9133382727
Raw XML Appendix385 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
CashDeemedCharitableExplnStmt/ShortExplanationTxt0All organizational Assets are for the use of charitable activites.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Laura Gordon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Brad Gordon
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt030520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.021640
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt030520
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt030520
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt030520
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt18
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Investment income helps fund the foundation to accomplish its goals
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1Investment income helps fund the foundation to accomplish its goals
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/IndividualWithBooksNm0Laura Gordon
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt07282 Prairie Star Ct
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Parker
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd080134
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04083166775
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www. Ryliinstitute.org
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Providing educational self improvement life and wellness coaching to individuals and groups with a focus on assisting individuals to find direction and balance in their individual lives through: - Assisting children struggling in school with tutoring services. - Working with young parents, especially single moms, to teach them skills to adjust to their new family structure. - Working with young adults who have aged out of the foster care system and teaching them skills for being an independent, functioning adult in society. - Counseling individuals who are living beyond their means and help them to create a budget plan. - Teaching meditation and other stress reducing techniques to individuals. - Teaching organization and time management skills. - Teaching holistic health practices to those who are struggling with health issues and those who need assistance to restore their health to a level where they can return to their jobs.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt044877
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0School Supplies for Low Income Children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Legacy Point Elementary School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt012736 Red Rosa Circle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Parker
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080134
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0204
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
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Brad and Laura Gordon
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt07282 Prairie Star Ct
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Parker
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd080134
IRS990ScheduleB/ContributorInformationGrp/PayrollContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0347490
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Postage and Delivery
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Promotional Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Research and Education
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Books & Subscriptions
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt034
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1210
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt22034
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3127
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt49
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt034
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1210
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22034
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3127
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt49
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0193795
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PY Adjustment
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt014357
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt014357
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt01465
TaxesSchedule/TaxesDetail/Amt1918
TaxesSchedule/TaxesDetail/CategoryTxt0State Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Payroll Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01465
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1918
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Laura Gordon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Exec Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04083166775
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ryli Institute Foundation
ReturnHeader/Filer/BusinessNameControlTxt0RYLI
ReturnHeader/Filer/EIN0270483846
ReturnHeader/Filer/PhoneNum04083166775
ReturnHeader/Filer/USAddress/AddressLine1Txt07282 Prairie Star Ct
ReturnHeader/Filer/USAddress/CityNm0Parker
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080134
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05408F9C0AB0279FCFACD09045F1993F15432D3CE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.155.77.42
ReturnHeader/FilingSecurityInformation/IPDt02017-10-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:32:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471019942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Creative Planning Tax LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03400 College Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Leawood
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066211
ReturnHeader/PreparerPersonGrp/PhoneNum09133382727
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eric Modrell CPA
ReturnHeader/ReturnTs02017-11-01T11:28:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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