Civic Intelligence

Emerson & Evelyn Evans & Sons Foundation

EIN 31-1017994 • 501(c)3 • Rio Grande, OH

Profile

The organization's primary exempt purpose is to make grants to the holzer school of nursing at the university of rio grande.

PO Box 500Rio Grande, OH 45674

n/A

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 2022

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

88th percentile

43%

Higher net margin than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

53rd percentile

-0.1%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

28th percentile

-25%

Faster revenue growth than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$478,476

Up $13,300 (+2.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$478,476

Up $13,300 (+2.9%) from 2023

Revenue

Up

$18,229

Up $7,784 (+75%) from 2023

Expenses

Up

$8,219

Up $6,344 (+338%) from 2023

Net Income

Up

$10,010

Up $1,440 (+17%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2014: $376,583Liabilities 2014: $0Net Assets 2014: $376,5832014Assets 2015: $380,205Liabilities 2015: $0Net Assets 2015: $380,2052015Assets 2016: $365,947Liabilities 2016: $0Net Assets 2016: $365,9472016Assets 2017: $419,420Liabilities 2017: $0Net Assets 2017: $419,4202017Assets 2018: $427,194Liabilities 2018: $0Net Assets 2018: $427,1942018Assets 2019: $435,698Liabilities 2019: $0Net Assets 2019: $435,6982019Assets 2020: $447,222Liabilities 2020: $0Net Assets 2020: $447,2222020Assets 2021: $465,138Liabilities 2021: $0Net Assets 2021: $465,1382021Assets 2022: $464,707Liabilities 2022: $0Net Assets 2022: $464,7072022Assets 2023: $465,176Liabilities 2023: $0Net Assets 2023: $465,1762023Assets 2024: $478,476Liabilities 2024: $0Net Assets 2024: $478,4762024

Highlighted filing

2024

Assets$478,476
Liabilities$0
Net Assets$478,476

Operations Trend

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

$20K$10K$0-$10KRevenue 2014: $4,414Expenses 2014: $5,134Net Income 2014: -$7202014Revenue 2015: $4,004Expenses 2015: $4,892Net Income 2015: -$8882015Revenue 2016: $5,059Expenses 2016: $3,985Net Income 2016: $1,0742016Revenue 2017: $13,329Expenses 2017: $5,120Net Income 2017: $8,2092017Revenue 2018: $5,763Expenses 2018: $13,603Net Income 2018: -$7,8402018Revenue 2019: $7,329Expenses 2019: $5,799Net Income 2019: $1,5302019Revenue 2020: $8,146Expenses 2020: $7,363Net Income 2020: $7832020Revenue 2021: $1,666Expenses 2021: $1,997Net Income 2021: -$3312021Revenue 2022: $1,250Expenses 2022: $712Net Income 2022: $5382022Revenue 2023: $10,445Expenses 2023: $1,875Net Income 2023: $8,5702023Revenue 2024: $18,229Expenses 2024: $8,219Net Income 2024: $10,0102024

Highlighted filing

2024

Revenue$18,229
Expenses$8,219
Net Income$10,010

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 2, 2025
Return Version
2023v6.0
Gross Receipts
$18,229
Mission and Program Overview

Mission

The organization's primary exempt purpose is to make grants to the holzer school of nursing at the university of rio grande.

Program Services

DescriptionGrantsExpenses
DISBURSEMENT TO THE UNIVERSITY OF RIO GRANDE HOLZER SCHOOL OF NURSING. THE SCHOOL IS THE BENEFICIARY OF THE FOUNDATION.$5,339$5,339
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MISSY WOOTENBoard Member-$0--
MATTHEW EVANSVice-President-$0--
ALYCIA COMBSSecretary-$0--
RYAN SMITHPresident-$0--
MEGHANN FRALEYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Emerson & Evelyn Evans & Sons Foundation
EIN
31-1017994
Phone
7402457358
Address
PO BOX 500, RIO GRANDE, OH 45674

Signing Officer

Name
Meghann Fraley
Title
Treasurer
Phone
7402457358
Signed
2025-04-02
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
250 S HIGH ST SUITE 100, COLUMBUS, OH 43215
Preparer
Amy Ciminello
Phone
6148493000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 9,913. Description: dividend income. Amount: 8,316. Total included on form 990-ez, line 4: 18,229.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: disbursement. Grantee name: university of rio grande. Grantee address: 218 north college avenue rio grande, oh 45674. Amount given: 5,339.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: fiduciary fees. Amount: 2,880.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gain on investments. Amount: 3,290.

Raw XML Appendix172 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum07402457358
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RIO GRANDE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045674
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0478476
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MISSY WOOTEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MATTHEW EVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALYCIA COMBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RYAN SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MEGHANN FRALEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt03290
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt02880
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO MAKE GRANTS TO THE HOLZER SCHOOL OF NURSING AT THE UNIVERSITY OF RIO GRANDE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DISBURSEMENT TO THE UNIVERSITY OF RIO GRANDE HOLZER SCHOOL OF NURSING. THE SCHOOL IS THE BENEFICIARY OF THE FOUNDATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05339
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05339
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt018229
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE EMERSON AND EVELYN EVANS AND SONS FOUNDATION SUPPORTS THE UNIVERSITY OF RIO GRANDE BY PROVIDING GRANTS TO THE HOLZER SCHOOL OF NURSING.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION IS INVOLVED IN HOLDING AN INVESTMENT AND PROVIDING SCHOLARSHIPS TO THE SUPPORTED ORGANIZATION. IF THE ORGANIZATION WERE NOT INVOLVED, THE SUPPORTED ORGANIZATION WOULD BE PROVIDING THE SAME SUPPORT WITH THE FUNDS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 2A
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IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0314379537
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt05339
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SCHOOL OF NURSING UNIVERSITY OF RIO GRANDE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 9,913. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 8,316. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 18,229.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: DISBURSEMENT. GRANTEE NAME: UNIVERSITY OF RIO GRANDE. GRANTEE ADDRESS: 218 NORTH COLLEGE AVENUE RIO GRANDE, OH 45674. AMOUNT GIVEN: 5,339.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: FIDUCIARY FEES. AMOUNT: 2,880.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED GAIN ON INVESTMENTS. AMOUNT: 3,290.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MEGHANN FRALEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07402457358
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EMERSON & EVELYN EVANS & SONS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EMER
ReturnHeader/Filer/EIN0311017994
ReturnHeader/Filer/PhoneNum07402457358
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 500
ReturnHeader/Filer/USAddress/CityNm0RIO GRANDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045674
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331498605
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLANTE & MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0250 S HIGH ST SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043215
ReturnHeader/PreparerPersonGrp/PhoneNum06148493000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY CIMINELLO
ReturnHeader/ReturnTs02025-04-14T17:15:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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