Norman & Carol Traeger Foundation Inc.

990PF • Fiscal year 2017 • EIN 31-0988108

May 01, 2016 to Apr 30, 2017 • Filed on Jul 27, 2017

Organization Profile

3791 Attucks DrivePowell, OH 43065

(415) 435-2504

Siviq Scores

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

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

-67%

Higher net margin than 7% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

-3.5%

Faster asset growth than 23% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

-57%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets25th percentile

Assets

Down

$3,170,204

Down $113,733 (-3.5%) from 2016

Net Assets

Down

$3,170,204

Down $113,733 (-3.5%) from 2016

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue25th percentile Net Margin7th percentile

Revenue

Down

$169,929

Down $226,410 (-57%) from 2016

Expenses

$283,662

Up $13,183 (+4.9%) from 2016

Net Income

Down

-$113,733

Down $239,593 (-190%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

Highlighted filing

2017

Assets$3,170,204

Liabilities$0

Net Assets$3,170,204

Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

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

Highlighted filing

2017

Revenue$169,929

Expenses$283,662

Net Income-$113,733

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: May 1, 2016 to Apr 30, 2017
Signed: Jul 27, 2017
Return Version: 2016v3.0

Compensation and Service Providers

Top Officer Pay42nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Norman L Traeger	Trustee	PT	$0	-	-
Carol Traeger	Trustee	-	$0	-	-
Alan Wassertrom	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Norman and Carol Traeger Foundation
EIN: 31-0988108
Address: 3791 Attucks Drive, Powell, OH 43065

Signing Officer

Name: Norman Traeger
Title: Trustee
Phone: 4154352504
Signed: 2017-07-27
Discuss with paid preparer: Yes

Preparer

Firm: Contemporary Business Solutions
Address: 3791 Attucks Drive, Powell, OH 43065
Preparer: Steven J Covert CPA
Phone: 6148463600

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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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Carol Traeger
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	Alan Wassertrom
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Powell
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	43065
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	4154352504
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	Amounts paid directly to other 501c 3 organizations
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	250718
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	Letter outlining the activities of the charitable organization making the request
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	Norman L Traeger
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	4154352504
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	3700 Paradise Drive
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	Belvedere Tiburon
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	94920
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	Gifts limited to 501(C) (3) organizations
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	none
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	Norman L Traeger
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	250718
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	See attached statement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	3791 Attucks Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Powell
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	43065
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	250718
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	157670
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	171414
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	86275
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	83222
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	120632
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	26133
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	24213
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	24213
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	409310
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	93048
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	86275
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	83222
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	120632
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	26133
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	250718
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	93048
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	433523
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	340475
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	171414
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	157670
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Filing fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	133
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	0
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Other income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	22064
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	22064
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	26527
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	Investment fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	26527
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	0
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	1	0
TaxesSchedule/TaxesDetail/Amt	0	834
TaxesSchedule/TaxesDetail/Amt	1	2765
TaxesSchedule/TaxesDetail/CategoryTxt	0	Foreign dividend tax
TaxesSchedule/TaxesDetail/CategoryTxt	1	Federal income tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	834
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Norman Traeger
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4154352504
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-07-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Norman and Carol Traeger Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	NORM
ReturnHeader/Filer/EIN	0	310988108
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	3791 Attucks Drive
ReturnHeader/Filer/USAddress/CityNm	0	Powell
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OH
ReturnHeader/Filer/USAddress/ZIPCd	0	43065
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	7C4F881F00EC655B88FBA527236E1B7F9AB8ADBD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	7C4F881F00EC655B88FBA527236E1B7F9AB8ADBD
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	3139912017236ngdrdwi
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2017-08-24
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	209.143.66.2
ReturnHeader/FilingSecurityInformation/IPDt	0	2017-08-24
ReturnHeader/FilingSecurityInformation/IPTm	0	13:27:57
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	311626993
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Contemporary Business Solutions
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	3791 Attucks Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Powell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	43065
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6148463600
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2017-08-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Steven J Covert CPA
ReturnHeader/ReturnTs	0	2017-08-24T13:23:20-04:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2016-05-01
ReturnHeader/TaxPeriodEndDt	0	2017-04-30
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $3,170,204
Liabilities: $0
Net assets: $3,170,204
Revenue: $169,929
Expenses: $283,662
Net income: -$113,733

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$3.33	$0.00	$3.33	$0.33	$0.17	$0.16
2024Detailed filing. Detailed filing data is available for this year.	$3.17	$0.00	$3.17	$0.37	$0.26	$0.10
2023Detailed filing. Detailed filing data is available for this year.	$3.07	$0.00	$3.07	$0.07	$0.29	$0.23
2022Detailed filing. Detailed filing data is available for this year.	$3.29	$0.00	$3.29	$0.37	$0.27	$0.10
2021Detailed filing. Detailed filing data is available for this year.	$3.19	$0.00	$3.19	$0.35	$0.24	$0.11
2020Detailed filing. Detailed filing data is available for this year.	$3.09	$0.00	$3.09	$0.12	$0.26	$0.14
2019Detailed filing. Detailed filing data is available for this year.	$3.22	$0.00	$3.22	$0.40	$0.31	$0.09
2018Detailed filing. Detailed filing data is available for this year.	$3.13	$0.00	$3.13	$0.21	$0.25	$0.04
2017Detailed filing. Detailed filing data is available for this year.	$3.17	$0.00	$3.17	$0.17	$0.28	$0.11
2016Detailed filing. Detailed filing data is available for this year.	$3.28	$0.00	$3.28	$0.40	$0.27	$0.13
2015Detailed filing. Detailed filing data is available for this year.	$3.16	$0.00	$3.16	$0.33	$0.30	$0.03