Civic Intelligence

Otto Eldred Education Foundation

990 • Fiscal year 2018 • EIN 27-1290356

Jan 01, 2018 to Dec 31, 2018 • Filed on May 06, 2019

Organization Profile
143 R L Sweitzer DriveDuke Center, PA 16729

(814) 817-1380

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

99th percentile

97%

Higher net margin than 99% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

$366,013

No earlier filing loaded for comparison.

Net Assets

$366,013

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin99th percentile

Revenue

$278,228

No earlier filing loaded for comparison.

Expenses

$7,112

No earlier filing loaded for comparison.

Net Income

$271,116

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2018

Assets$366,013
Liabilities$0
Net Assets$366,013
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$278,228
Expenses$7,112
Net Income$271,116
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 6, 2019
Return Version
2018v3.1
Gross Receipts
$302,552
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$92,759$360,800▲ $268,041
Cash and Non-Interest-Bearing Accounts$2,138$5,213▲ $3,075
Total Assets$94,897$366,013▲ $271,116
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$94,897$366,013▲ $271,116
Total Net Assets Fund Balance$94,897$366,013▲ $271,116
Total Liabilities and Net Assets / Fund Balance$94,897$366,013▲ $271,116
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$302,494
Program Service Revenue
$0
Investment Income
$-24,266
Other Revenue
$0
All Other Contributions
$302,494
Change in Net Assets
$271,116
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,200
Other Expenses$1,912
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$5,200--$5,200
Fees for Service Investment Mgmnt Fees$1,843--$1,843
Office Expenses-$54-$54
Fees for Services Other$15--$15
Total Functional Expenses$7,058$54$0$7,112
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
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.”

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
Steven Hepfer
Title
President
Phone
8148171380
Signed
2019-05-06
Discuss with paid preparer
Yes

Organization Details

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

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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ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN HEPFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08148171380
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ReturnHeader/Filer/BusinessNameControlTxt0OTTO
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ReturnHeader/Filer/USAddress/AddressLine1Txt0143 R L SWEITZER DRIVE
ReturnHeader/Filer/USAddress/CityNm0DUKE CENTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.235.237.111
ReturnHeader/FilingSecurityInformation/IPDt02019-05-10
ReturnHeader/FilingSecurityInformation/IPTm016:16:24
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Haggs Tax Team LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt041 Mechanic Street PO Box 533
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia Gold EA AFSP
ReturnHeader/ReturnTs02019-05-10T16:12:23-04:00
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ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$366,013
Liabilities
$0
Net assets
$366,013
Revenue
$278,228
Expenses
$7,112
Net income
$271,116
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