Civic Intelligence

Otto Eldred Education Foundation

990 • Fiscal year 2019 • EIN 27-1290356

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 30, 2020

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

4th percentile

-123%

Higher net margin than 4% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

67th percentile

15%

Faster asset growth than 67% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

2nd percentile

-97%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$421,119

Up $55,106 (+15%) from 2018

Net Assets

Up

$421,119

Up $55,106 (+15%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin4th percentile

Revenue

Down

$7,476

Down $270,752 (-97%) from 2018

Expenses

Up

$16,703

Up $9,591 (+135%) from 2018

Net Income

Down

-$9,227

Down $280,343 (-103%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

2019

Assets$421,119
Liabilities$0
Net Assets$421,119
Open 2019 Filing

Operations Trend

Revenue Growth2nd percentile

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

2019

Revenue$7,476
Expenses$16,703
Net Income-$9,227
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 30, 2020
Return Version
2019v5.1
Gross Receipts
$7,476
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$360,800$415,501▲ $54,701
Cash and Non-Interest-Bearing Accounts$5,213$5,618▲ $405
Total Assets$366,013$421,119▲ $55,106
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$366,013$421,119▲ $55,106
Total Net Assets Fund Balance$366,013$421,119▲ $55,106
Total Liabilities and Net Assets / Fund Balance$366,013$421,119▲ $55,106

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$336,915-▲ $64,332-$395,344
2018$65,602$296,394▼ $24,287-$335,797
Compensation and Service Providers
Top Officer Pay77th 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
$7,449
Program Service Revenue
$0
Investment Income
$27
Other Revenue
$0
All Other Contributions
$7,449
Change in Net Assets
$-9,227
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,800
Other Expenses$5,903
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$10,800--$10,800
Fees for Service Investment Mgmnt Fees$5,132--$5,132
Fees for Services Other$400--$400
Fees for Services Accounting$315--$315
Office Expenses$56--$56
Total Functional Expenses$16,703$0$0$16,703
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 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.”

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 D Hepfer
Title
President
Phone
8148171380
Signed
2020-04-30
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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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDED UPON REQUEST
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$421,119
Liabilities
$0
Net assets
$421,119
Revenue
$7,476
Expenses
$16,703
Net income
-$9,227
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