Civic Intelligence

Emerson and Evelyn Evans & Sons Foundation

990EZ • Fiscal year 2016 • EIN 31-1017994

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 31, 2017

PO Box 500Rio Grande, OH 45674

(740) 245-7358

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

38th percentile

-3.8%

Faster asset growth than 38% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

77th percentile

26%

Faster revenue growth than 77% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$365,947

Down $14,258 (-3.8%) from 2015

Net Assets

Down

$365,947

Down $14,258 (-3.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$5,059

Up $1,055 (+26%) from 2015

Expenses

Down

$3,985

Down $907 (-19%) from 2015

Net Income

Up

$1,074

Up $1,962 (+221%) from 2015

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$365,947
Liabilities$0
Net Assets$365,947

Operations Trend

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

2016

Revenue$5,059
Expenses$3,985
Net Income$1,074
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 31, 2017
Return Version
2015v3.0
Gross Receipts
$5,059
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.$1,673$1,673
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Michelle JohnstonPresident-$0--
Dr Paul HarrisonVice-President-$0--
Tim PruettTreasurer-$0--
Donna MitchellSecretary-$0--
Matt EvansBoard Member-$0--
Missy WootenBoard Member-$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
Tim Pruett
Title
Officer
Signed
2017-03-31
Discuss with paid preparer
Yes

Preparer

Firm
Crowe Horwath Llp
Address
10 West Broad Street, Suite 1700, Columbus, OH 43215-3713
Preparer
Rachel Spurlock
Phone
6144690001
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10 Grants Paid

Activity:;grantee name:university of rio grande;grantee address: , , none, , us;amount:1673;relationship:;

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

Fiduciary Fees - 2312;

Form 990-EZ, Part I, Line 20 Net Assets Change

Unrealized Gains/(Losses) on investments - -15332;

Raw XML Appendix183 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Karen Jones
IRS990EZ/BooksInCareOfDetail/PhoneNum07402457302
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0UNIVERSITY OF RIO GRANDE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RIO GRANDE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045674
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0380205
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0365947
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01074
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0380205
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0365947
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01673
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt05059
IRS990EZ/InvestmentIncomeAmt05059
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0380205
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0365947
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0380205
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0365947
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dr Michelle Johnston
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dr Paul Harrison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tim Pruett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Donna Mitchell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Matt Evans
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Missy Wooten
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-15332
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt02312
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO MAKE GRANTS TO THE HOLZER SCHOOL OF NURSING AT THE UNIVERSITY OF RIO GRANDE.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DISBURSEMENT TO THE UNIVERSITY OF RIO GRANDE HOLZER SCHOOL OF NURSING. THE SCHOOL IS THE BENEFICIARY OF THE FOUNDATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01673
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01673
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt03985
IRS990EZ/TotalProgramServiceExpensesAmt01673
IRS990EZ/TotalRevenueAmt05059
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
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/FormAndLineReferenceDesc0Schedule A, Part IV, Section E, Line 1a Org. Activities Directly Further The Exempt Purposes
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0314379537
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01673
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SCHOOL OF NURSING UNIVERSITY OF RIO GRANDE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt01673
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY:;GRANTEE NAME:UNIVERSITY OF RIO GRANDE;GRANTEE ADDRESS: , , NONE, , US;AMOUNT:1673;RELATIONSHIP:;
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Fiduciary Fees - 2312;
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Unrealized Gains/(Losses) on investments - -15332;
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10 Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20 Net Assets Change
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIM PRUETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-31
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
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0350921680
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CROWE HORWATH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 West Broad Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0Suite 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Columbus
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0432153713
ReturnHeader/PreparerPersonGrp/PhoneNum06144690001
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RACHEL SPURLOCK
ReturnHeader/ReturnTs02017-04-05T15:00:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings