Civic Intelligence

Ryli Institute Foundation

990PF • Fiscal year 2020 • EIN 27-0483846

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 06, 2020

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

38th percentile

0.00x

Higher debt load relative to assets than 38% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

68th percentile

0.21x

Higher debt load relative to revenue than 68% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

2nd percentile

-390%

Higher net margin than 2% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

67th percentile

$75,700

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 343.6% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

16th percentile

-5.3%

Faster asset growth than 16% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

33rd percentile

-13%

Faster revenue growth than 33% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$1,499,210

Down $84,711 (-5.3%) from 2019

Net Assets

Down

$1,494,549

Down $84,555 (-5.4%) from 2019

Liabilities

Down

$4,661

Down $156 (-3.2%) from 2019

Revenue

Down

$22,032

Down $3,289 (-13%) from 2019

Expenses

Down

$108,012

Down $924 (-0.8%) from 2019

Net Income

Down

-$85,980

Down $2,365 (-2.8%) from 2019

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

2020

Assets$1,499,210
Liabilities$4,661
Net Assets$1,494,549

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

2020

Revenue$22,032
Expenses$108,012
Net Income-$85,980
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 6, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA GORDONExec TrusteeFT$75,700-$75,700
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
2020-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Creative Planning Tax LLC
Address
5454 W 110TH STREET, OVERLAND PARK, KS 66211
Preparer
Rayan Moncrieffe CPA
Phone
9133382727
Raw XML Appendix371 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1748527
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2720560
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt028583
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.027570
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.057061
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.012634
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.018944
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.021640
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0124
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01476722
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01560162
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01638864
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01611075
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01320843
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt082608
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.110279
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt082484
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt082608
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0124
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt082608
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14
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/ActsFailToQlfyAsExceptionsInd00
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/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
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/Expenses1Amt088417
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0LAURA GORDON
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PROMOTIONAL EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OPERATIONS - OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0398
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11697
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0398
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11697
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01425
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt018564
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt018564
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt20
TaxesSchedule/TaxesDetail/Amt05809
TaxesSchedule/TaxesDetail/Amt11031
TaxesSchedule/TaxesDetail/Amt2168
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2OTHER TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt2168
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11031
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA GORDON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04083166775
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-06
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/AtSubmissionFilingDeviceId06A0815B8A303CEB234F92684E6E9FE1B7A0AE517
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0135.26.244.150
ReturnHeader/FilingSecurityInformation/IPDt02020-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:24:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471019942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CREATIVE PLANNING TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05454 W 110TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OVERLAND PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066211
ReturnHeader/PreparerPersonGrp/PhoneNum09133382727
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAYAN MONCRIEFFE CPA
ReturnHeader/ReturnTs02020-11-09T10:00:48-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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