Civic Intelligence

Otto-Eldred Education Foundation

EIN 27-1290356 • 501(c)3 • Duke Center, PA

Profile

To receive and allocate resources that serve to promote and complement scholastic excellence by expanding learning opportunities, by maximizing student and staff potential, and by advancing the fine work already underway in the otto-eldred public schools.

143 R L Sweitzer DriveDuke Center, PA 16729
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

5th percentile

-307%

Higher net margin than 5% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

67th percentile

8.7%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

20th percentile

-41%

Faster revenue growth than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$496,380

Up $39,693 (+8.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$496,380

Up $39,693 (+8.7%) from 2020

Operations
Liabilities / Revenue61st percentileNet Margin5th percentile

Revenue

Down

$4,687

Down $3,295 (-41%) from 2020

Expenses

Up

$19,087

Up $3,194 (+20%) from 2020

Net Income

Down

-$14,400

Down $6,489 (-82%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2018: $366,013Liabilities 2018: $0Net Assets 2018: $366,0132018Assets 2019: $421,119Liabilities 2019: $0Net Assets 2019: $421,1192019Assets 2020: $456,687Liabilities 2020: $0Net Assets 2020: $456,6872020Assets 2021: $496,380Liabilities 2021: $0Net Assets 2021: $496,3802021

Highlighted filing

2021

Assets$496,380
Liabilities$0
Net Assets$496,380
Open 2021 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2018: $278,228Expenses 2018: $7,112Net Income 2018: $271,1162018Revenue 2019: $7,476Expenses 2019: $16,703Net Income 2019: -$9,2272019Revenue 2020: $7,982Expenses 2020: $15,893Net Income 2020: -$7,9112020Revenue 2021: $4,687Expenses 2021: $19,087Net Income 2021: -$14,4002021

Highlighted filing

2021

Revenue$4,687
Expenses$19,087
Net Income-$14,400
Open 2021 Filing

Filings

Most recent year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$496,380
Liabilities
$0
Net assets
$496,380
Revenue
$4,687
Expenses
$19,087
Net income
-$14,400
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.05$0.19$0.14
2020Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.08$0.16$0.08
2019Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.07$0.17$0.09
2018Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$2.78$0.07$2.71
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 28, 2022
Return Version
2021v4.2
Gross Receipts
$4,687
Mission and Program Overview

Mission

To receive and allocate resources that serve to promote and complement scholastic excellence by expanding learning opportunities, by maximizing student and staff potential, and by advancing the fine work already underway in the otto-eldred public schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$447,647$485,987▲ $38,340
Cash and Non-Interest-Bearing Accounts$9,040$10,393▲ $1,353
Total Assets$456,687$496,380▲ $39,693
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$456,687$496,380▲ $39,693
Total Net Assets Fund Balance$456,687$496,380▲ $39,693
Total Liabilities and Net Assets / Fund Balance$456,687$496,380▲ $39,693
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Steven HepferPresident
Philip LabellaVice President
Anne SlavinDirector
Elizabeth MurphyDirector
Martha WolfDirector
Matt SplainDirector
Maureen RaughtDirector
Barb CloseSecretary
Brenda LongTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,653
Program Service Revenue
$0
Investment Income
$34
Other Revenue
$0
All Other Contributions
$4,653
Change in Net Assets
$-14,400
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,500
Other Expenses$8,587
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$10,500--$10,500
Fees for Service Investment Mgmnt Fees$8,206--$8,206
Fees for Services Accounting$300--$300
Office Expenses$81--$81
Total Functional Expenses$19,087$0$0$19,087
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 35% controlled entity
No
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 governing body review Part VI line 11

“The form 990 is provided to the governing body for review prior to filing.”

Conflict of interest policy compliance Part VI line 12C

“The conflict of interst statements are reviewed and updated annually.”

Form 990 availability to public Part VI line 18

“Form 990 available for public review upon request within a reasonable timeframe.”

Governing documents etc available to public Part VI line 19

“PROVIDED UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Otto-eldred Education Foundation
EIN
27-1290356
Address
143 R L SWEITZER DRIVE, DUKE CENTER, PA 16729

Signing Officer

Name
Stephen Hepfer
Title
President
Phone
8148171380
Signed
2022-04-28
Discuss with paid preparer
Yes

Organization Details

Formed
2010
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Haggs Tax Team LLC
Address
41 Mechanic Street PO Box 533, Eldred, PA 16731
Preparer
Patricia Gold EA AFSP
Phone
8142254970
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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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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt041 Mechanic Street PO Box 533
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ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia Gold EA AFSP
ReturnHeader/ReturnTs02022-05-10T12:47:55-04:00
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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