Civic Intelligence

Leadingage Ohio Foundation

990 • Fiscal year 2013 • EIN 31-1111844

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

Organization ProfileN/A
2233 North Bank DriveSuite43220

(614) 444-2882

Siviq Scores

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

Liabilities / Assets

70th percentile

0.05x

Higher debt load relative to assets than 70% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

89th percentile

0.28x

Higher debt load relative to revenue than 89% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

65th percentile

10%

Higher net margin than 65% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

99th percentile

$206,231

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 501.0% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

58th percentile

6.7%

Faster asset growth than 58% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$253,078

Up $15,859 (+6.7%) from 2012

Net Assets

Up

$241,463

Up $4,244 (+1.8%) from 2012

Liabilities

Up

$11,615

Up $11,615 from 2012

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin65th percentile

Revenue

$41,160

No earlier filing loaded for comparison.

Expenses

Up

$36,916

Up $5,642 (+18%) from 2012

Net Income

$4,244

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$400K$300K$200K$100K$0Assets 2010: $134,413Liabilities 2010: $2,000Net Assets 2010: $132,4132010Assets 2011: $152,593Liabilities 2011: $0Net Assets 2011: $152,5932011Assets 2012: $237,219Liabilities 2012: $0Net Assets 2012: $237,2192012Assets 2013: $253,078Liabilities 2013: $11,615Net Assets 2013: $241,4632013Assets 2014: $277,381Liabilities 2014: $14,789Net Assets 2014: $262,5922014Assets 2015: $272,387Liabilities 2015: $0Net Assets 2015: $272,3872015Assets 2016: $303,231Liabilities 2016: $0Net Assets 2016: $303,2312016Assets 2017: $329,486Liabilities 2017: $0Net Assets 2017: $329,4862017Assets 2018: $332,396Liabilities 2018: $10,750Net Assets 2018: $321,6462018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2013

Assets$253,078
Liabilities$11,615
Net Assets$241,463
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $16,6652010Expenses 2011: $22,1522011Expenses 2012: $31,2742012Revenue 2013: $41,160Expenses 2013: $36,916Net Income 2013: $4,2442013Revenue 2014: $35,844Expenses 2014: $16,074Net Income 2014: $19,7702014Revenue 2015: $42,956Expenses 2015: $35,380Net Income 2015: $7,5762015Revenue 2016: $62,316Expenses 2016: $31,508Net Income 2016: $30,8082016Revenue 2017: $54,878Expenses 2017: $38,330Net Income 2017: $16,5482017Revenue 2018: $48,872Expenses 2018: $32,480Net Income 2018: $16,3922018Revenue 2019: $59,255Expenses 2019: $401,251Net Income 2019: -$341,9962019

Highlighted filing

2013

Revenue$41,160
Expenses$36,916
Net Income$4,244
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.1
Gross Receipts
$54,799
Mission and Program Overview

Mission

To promote and support quality care of redidents/clients of non-profit philanthropic homes, housing and services for the aging. To initiate, promote, sponsor and condust educational programs and scholarship in order to increase the knowledge and skill of professionals and staff working with older people. To educate the public on social, psychological, physiological, and economic aspects of aging and care of the aging. To promote the services and benefits of non-profit long-term care homes, housing and community services for the aging. To organize, conduct and participate in research, pilot programs, and similar activities to improve and develop programs for the benefit of older people. To receive, maintain, administer and distribute funds in furthance of the purposes of the corporation. To engage in any lawful act, activity, or business not contrary to and for which a non-profit corporation may be formed under the laws of the state of ohio, and to have and exercise all powers conferred

To encourage and support programs fostering human resource development to meet future not-for-profit senior care and service needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$74,626$81,423▲ $6,797
Savings and Temporary Cash Investments$65,130$70,953▲ $5,823
Investments in Publicly Traded Securities$12,457$43,669▲ $31,212
Accounts Receivable$52,585$28,698▼ $23,887
Cash and Non-Interest-Bearing Accounts$32,421$28,335▼ $4,086
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$237,219$253,078▲ $15,859
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$10,351▲ $10,351
Deferred Revenue$0$1,264▲ $1,264
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$11,615▲ $11,615
Net Assets / Fund Balance
Temporarily Rstr Net Assets$114,364$116,015▲ $1,651
Unrestricted Net Assets$62,855$65,448▲ $2,593
Permanently Rstr Net Assets$60,000$60,000→ $0
Total Net Assets Fund Balance$237,219$241,463▲ $4,244
Total Liabilities and Net Assets / Fund Balance$237,219$253,078▲ $15,859

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$81,423--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$61,781-▲ $6,797-$68,578
2012$63,581-→ $0-$61,781
2011$63,980-▲ $1,276-$63,581
2010$63,635-▲ $1,245-$63,980
2009$65,327-▲ $808-$63,635
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleOtherTotal
Larry HarrisBoard Member$206,231$206,231

Board Members and Trustees

NameTitle
R Douglas SpitlerChair
Jeffrey ThurmanPast Chair
Martha Kutikvice chair
Ann ConnBoard Member
Barbara Thomasboard member
Chris WidmanBoard Member
Cynthia DunnBoard Member
Howard BramBoard Member
Paul SchultzBoard Member
Richard LamdenBoard Member
Sheila FlanneryBoard Member
Thomas HofmannBoard Member
P John AlfanoCEO (through September 2013)
Revenue and Support

Revenue Composition

Contributions and Grants
$25,717
Program Service Revenue
$0
Investment Income
$7,822
Other Revenue
$7,621
All Other Contributions
$25,717
Change in Net Assets
$4,244
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$30,863
Other Expenses$6,053
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$30,863--$30,863
Other Expenses$4,500$500-$5,000
Fees for Services Other$477$53-$530
Office Expenses$381$42-$423
Total Functional Expenses$36,311$605$0$36,916
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$21,260
Fundraising Direct Expenses$13,639
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$21,260$21,260$13,639$7,621
Total Events$21,260$21,260$13,639$7,621
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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

DOCUMENTS AVAILABLE TO PUBLIC, FORM 990, PAGE 6, PART VI, #19:

“The organization does make its governing documents, conflict of interest policy, and financial statements available to the public. The public may request these documents since they are all on record. In addition, the documents are reported in leadingage ohio's (ein: 34-0758854) annual report. Fiscal policies are shared with leadingage ohio, the parent company.”

MEMBER CLASSES, FORM 990, PAGE 6, PART VI, #6 & 7A:

“The organization has stockholders which consist of the leadingage ohio board of directors. Each stockholder has one vote at the annual meeting or any special meeting.”

fORM 990 REVIEW PROCESS, FORM 990, Page 6, Part VI, Section B, #11B:

“The form 990 is prepared by an outside accounting firm and sent to the CEO for review. A copy of the 990 was provided to the board prior to filing with the IRS.”

Filing and Contact Details

Filer

EIN
31-1111844
In Care Of
% JOAN TUTTLE
Phone
6144442882

Signing Officer

Name
Kathryn Brod
Title
Secretary/ Treasurer
Phone
6145459029
Signed
2014-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathryn Brod
Formed
1984
Legal Domicile
Oh
Voting Board Members
13
Independent Board Members
13
Employees
0

Preparer

Preparer
joseph c sbrocco cpa
Phone
6145459029
Supplemental Narrative

Financial Statement Notes

ENDOWMENT FUNDS INTENDED USE, SCHEDULE D, PART V, #4:

“The donor established endowment fund is an ongoing scholarship fund designed for employees of the association's members who care for the elderly living in senior housing communities.”

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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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IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0OHIO ANNUAL FEE
IRS990/OtherExpensesGrp/Desc1BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1500
IRS990/OtherExpensesGrp/ProgramServicesAmt090
IRS990/OtherExpensesGrp/ProgramServicesAmt14500
IRS990/OtherExpensesGrp/TotalAmt0100
IRS990/OtherExpensesGrp/TotalAmt15000
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt060000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt060000
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Kathryn Brod
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0105640
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt031124
IRS990/PYInvestmentIncomeAmt02400
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0150
IRS990/PYOtherRevenueAmt07860
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt084626
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt031274
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0115900
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt04244
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt065130
IRS990/SavingsAndTempCashInvstGrp/EOYAmt070953
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt025717
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0105640
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt021507
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014660
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0181624
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07822
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02400
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07576
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03057
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01361
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt022216
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt021260
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt026164
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt026982
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt024400
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt022425
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0121231
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07822
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02400
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07576
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03057
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01361
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt022216
IRS990ScheduleA/InvestmentIncomeCYPct00.06725
IRS990ScheduleA/InvestmentIncomePYPct00.05927
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt05255
IRS990ScheduleA/OtherIncome509Grp/TotalAmt05255
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91684
IRS990ScheduleA/PublicSupportPY509Pct00.90334
IRS990ScheduleA/PublicSupportTotal509Amt0302855
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt046977
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0131804
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt048489
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt039060
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt036525
IRS990ScheduleA/Total509Grp/TotalAmt0302855
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt054799
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0134204
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt056065
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt042117
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt043141
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0330326
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt061781
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt068578
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt06797
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt063581
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt061781
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01800
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt00
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt063980
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt063581
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01675
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01276
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt063635
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt063980
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0900
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01245
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt065327
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt063635
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt02500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0808
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt081423
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ANNUITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.87492
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE DONOR ESTABLISHED ENDOWMENT FUND IS AN ONGOING SCHOLARSHIP FUND DESIGNED FOR EMPLOYEES OF THE ASSOCIATION'S MEMBERS WHO CARE FOR THE ELDERLY LIVING IN SENIOR HOUSING COMMUNITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0ENDOWMENT FUNDS INTENDED USE, SCHEDULE D, PART V, #4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.12508
IRS990ScheduleD/TotalBookValueSecuritiesAmt081423
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013639
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021260
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021260
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021260
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021260
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07621
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013639
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013639
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt030863
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0various scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt022
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL AWARDS GO TO THE INSTITUTION OF HIGHER LEARNING OR TO THE INDIVIDUAL UPON PROOF OF COURSE ENROLLMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PART I, #2
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$253,078
Liabilities
$11,615
Net assets
$241,463
Revenue
$41,160
Expenses
$36,916
Net income
$4,244
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.59$4.01$3.42
2018Detailed filing. Detailed filing data is available for this year.$3.32$0.11$3.22$0.49$0.32$0.16
2017Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.55$0.38$0.17
2016Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.62$0.32$0.31
2015Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.43$0.35$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.77$0.15$2.63$0.36$0.16$0.20
2013Detailed filing. Detailed filing data is available for this year.$2.53$0.12$2.41$0.41$0.37$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.37$0.00$2.37$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.00$1.53$0.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.02$1.32$0.17
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • <$500k nonprofits