Civic Intelligence

Jobs and Progress Fund Inc

990 • Fiscal year 2014 • EIN 27-5401086

Oct 01, 2013 to Sep 30, 2014 • Filed on Aug 15, 2015

8913 Cincinnati-dayton Road45069

(513) 577-7394

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2014 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

21st percentile

0.00x

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

2014 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2014

Net Margin

35th percentile

0.4%

Higher net margin than 35% of similar nonprofits.

2014 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2014 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

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

Source year 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Assets

$294,159

No earlier filing loaded for comparison.

Net Assets

$294,159

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$3,229,318

No earlier filing loaded for comparison.

Expenses

$3,217,826

No earlier filing loaded for comparison.

Net Income

$11,492

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2014: $294,159Liabilities 2014: $0Net Assets 2014: $294,1592014Assets 2018: $154,897Liabilities 2018: $0Net Assets 2018: $154,8972018Assets 2019: $90,867Liabilities 2019: $0Net Assets 2019: $90,8672019Assets 2020: $83,526Liabilities 2020: $0Net Assets 2020: $83,5262020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2014

Assets$294,159
Liabilities$0
Net Assets$294,159

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $3,229,318Expenses 2014: $3,217,826Net Income 2014: $11,4922014Revenue 2018: $452,300Expenses 2018: $297,403Net Income 2018: $154,8972018Revenue 2019: $200,000Expenses 2019: $264,030Net Income 2019: -$64,0302019Revenue 2020: $444,400Expenses 2020: $465,539Net Income 2020: -$21,1392020Revenue 2021: $120,000Expenses 2021: $187,488Net Income 2021: -$67,4882021

Highlighted filing

2014

Revenue$3,229,318
Expenses$3,217,826
Net Income$11,492
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Aug 15, 2015
Return Version
2013v4.0
Gross Receipts
$3,229,318
Mission and Program Overview

Mission

To promote the common good and general welfare through education and legislative participation on public policy matters that significantly impact the economy, job growth and retention, and employment, and that are designed to promote fiscal responsibility.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$282,667$294,159▲ $11,492
Rtn Earn Endowment Incm Other Fnds$282,667$294,159▲ $11,492
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$282,667$294,159▲ $11,492
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$282,667$294,159▲ $11,492
Total Liabilities and Net Assets / Fund Balance$282,667$294,159▲ $11,492
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tom NorrisDirector/president
Mark MillerDirector/treasurer/secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Pierce CommunicationsMedia-$421,500
The Cummings GroupConsulting Services-$112,500
Revenue and Support

Revenue Composition

Contributions and Grants
$3,229,022
Program Service Revenue
$0
Investment Income
$296
Other Revenue
$0
All Other Contributions
$3,229,022
Change in Net Assets
$11,492
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,699,826
Grants and Similar Amounts Paid$518,000
Total Fundraising Expense$40,160
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$518,000--$518,000
Fees for Services Other$337,477$30,120$40,160$407,757
Fees for Services Legal$14,680$8,930-$23,610
Fees for Services Accounting-$3,380-$3,380
Other Expenses$48,101$500-$500
All Other Expenses-$260-$260
Total Functional Expenses$1,319,476$1,858,190$40,160$3,217,826
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
45-2042274-501(c)(4)To Provide Support for Jobs-related Policy Initiatives$500,000
46-3721416-501(c)(4)To Provide Support on Ballot Initiative$12,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$1,815,000
Total Exempt Function Spending$1,815,000

Section 527 Organizations

OrganizationLocationAmount
27-3348430-$1,735,000
46-0950894-$80,000
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, Part VI, Section B, Line 11

The organization's policy is to submit a draft of the annual form 990 and related schedules and forms to the board of directors prior to filing the form 990 with the irs. Official action by the board is not required in order for form 990 to be filed, but each board member is encouraged to review and approve the form 990.

Form 990, Part VI, Section B, Line 12C

Each interested person must disclose possible or actual conflict of interest. After disclosure, the board shall decide if a conflict exists. If a conflict does exist, the board will determine if the transaction causing the conflict could be avoided by structuring the transaction with a party that is not an interested party. If a more advantageous transaction is not reasonably possible under circumstances not producing a conflict of interest, the board will vote on whether the transaction is in the organization's best interest.

Form 990, Part VI, Section C, Line 19

It is the organization's policy to fully comply with all federal and state disclosure requirements relating to irs forms. The organization will fulfill requests for applicable forms in accordance with the public disclosure requirements. Governing documents subject to public disclosure rules will be made publicly available as applicable law may require. Otherwise, the documents will be provided at the discretion of the president of the organization after consultation with professional advisers.

Filing and Contact Details

Filer

EIN
27-5401086
Phone
5135777394

Signing Officer

Name
Mark Miller
Title
Treasurer
Phone
5135777394
Signed
2015-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Miller
Formed
2011
Legal Domicile
Oh
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Preparer
John T Lind
Phone
5132413111
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Consulting: program service expenses 337,477. Management and general expenses 30,120. Fundraising expenses 40,160. Total expenses 407,757.

Raw XML Appendix350 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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IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MADE CONTRIBUTIONS TO TWO INDEPENDENT EXPENDITURE ONLY POLITICAL ACTION COMMITTEES.
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE SUPPORT ON BALLOT INITIATIVE
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0A BOARD MEMBER FAMILIAR WITH EACH DONEE ORGANIZATION CORRESPONDS WITH THE APPROPRIATE REPRESENTATIVE OF EACH DONEE ORGANIZATION TO GET FEEDBACK ON HOW THE CONTRIBUTIONS WILL BE USED AND HOW THEY ARE USED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt04
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S POLICY IS TO SUBMIT A DRAFT OF THE ANNUAL FORM 990 AND RELATED SCHEDULES AND FORMS TO THE BOARD OF DIRECTORS PRIOR TO FILING THE FORM 990 WITH THE IRS. OFFICIAL ACTION BY THE BOARD IS NOT REQUIRED IN ORDER FOR FORM 990 TO BE FILED, BUT EACH BOARD MEMBER IS ENCOURAGED TO REVIEW AND APPROVE THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH INTERESTED PERSON MUST DISCLOSE POSSIBLE OR ACTUAL CONFLICT OF INTEREST. AFTER DISCLOSURE, THE BOARD SHALL DECIDE IF A CONFLICT EXISTS. IF A CONFLICT DOES EXIST, THE BOARD WILL DETERMINE IF THE TRANSACTION CAUSING THE CONFLICT COULD BE AVOIDED BY STRUCTURING THE TRANSACTION WITH A PARTY THAT IS NOT AN INTERESTED PARTY. IF A MORE ADVANTAGEOUS TRANSACTION IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD WILL VOTE ON WHETHER THE TRANSACTION IS IN THE ORGANIZATION'S BEST INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IT IS THE ORGANIZATION'S POLICY TO FULLY COMPLY WITH ALL FEDERAL AND STATE DISCLOSURE REQUIREMENTS RELATING TO IRS FORMS. THE ORGANIZATION WILL FULFILL REQUESTS FOR APPLICABLE FORMS IN ACCORDANCE WITH THE PUBLIC DISCLOSURE REQUIREMENTS. GOVERNING DOCUMENTS SUBJECT TO PUBLIC DISCLOSURE RULES WILL BE MADE PUBLICLY AVAILABLE AS APPLICABLE LAW MAY REQUIRE. OTHERWISE, THE DOCUMENTS WILL BE PROVIDED AT THE DISCRETION OF THE PRESIDENT OF THE ORGANIZATION AFTER CONSULTATION WITH PROFESSIONAL ADVISERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONSULTING: PROGRAM SERVICE EXPENSES 337,477. MANAGEMENT AND GENERAL EXPENSES 30,120. FUNDRAISING EXPENSES 40,160. TOTAL EXPENSES 407,757.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0282667
IRS990/TotalAssetsEOYAmt0294159
IRS990/TotalAssetsGrp/BOYAmt0282667
IRS990/TotalAssetsGrp/EOYAmt0294159
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt03229022
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt040160
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01858190
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01319476
IRS990/TotalFunctionalExpensesGrp/TotalAmt03217826
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0282667
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0294159
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01319476
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0296
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03229318
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0282667
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0294159
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine108913 CINCINNATI-DAYTON ROAD
IRS990/USAddress/City0WEST CHESTER
IRS990/USAddress/State0OH
IRS990/USAddress/ZIPCode045069
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05135777394
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10JOBS AND PROGRESS FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0JOBS
ReturnHeader/Filer/EIN0275401086
ReturnHeader/Filer/PhoneNum05135777394
ReturnHeader/Filer/USAddress/AddressLine108913 CINCINNATI-DAYTON ROAD
ReturnHeader/Filer/USAddress/City0WEST CHESTER
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode045069
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310800053
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CLARK SCHAEFER HACKETT & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10ONE EAST FOURTH ST SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode045202
ReturnHeader/PreparerPersonGrp/PhoneNum05132413111
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN T LIND
ReturnHeader/ReturnTs02015-08-17T07:26:59-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

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