Civic Intelligence

Fred N Vanburen Scholarship Fund

990PF • Fiscal year 2016 • EIN 31-1117779

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 16, 2016

Organization Profile
107 N Main St PO Box 218Baltimore, OH 43105

(740) 862-4191

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

4th percentile

-207%

Higher net margin than 4% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

43rd percentile

$2,093

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

24th percentile

-4.4%

Faster asset growth than 24% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

23rd percentile

-15%

Faster revenue growth than 23% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,266,853

Down $57,626 (-4.4%) from 2015

Net Assets

Down

$1,266,853

Down $57,626 (-4.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin4th percentile

Revenue

Down

$27,906

Down $4,908 (-15%) from 2015

Expenses

Up

$85,532

Up $2,301 (+2.8%) from 2015

Net Income

Down

-$57,626

Down $7,209 (-14%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$1.5M$1.0M$500K$0Assets 2013: $1,403,021Liabilities 2013: $0Net Assets 2013: $1,403,0212013Assets 2014: $1,374,896Liabilities 2014: $0Net Assets 2014: $1,374,8962014Assets 2015: $1,324,479Liabilities 2015: $0Net Assets 2015: $1,324,4792015Assets 2016: $1,266,853Liabilities 2016: $0Net Assets 2016: $1,266,8532016Assets 2017: $1,245,441Liabilities 2017: $0Net Assets 2017: $1,245,4412017Assets 2018: $1,212,191Liabilities 2018: $0Net Assets 2018: $1,212,1912018Assets 2019: $1,163,787Liabilities 2019: $0Net Assets 2019: $1,163,7872019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2016

Assets$1,266,853
Liabilities$0
Net Assets$1,266,853
Open 2016 Filing

Operations Trend

Revenue Growth23rd percentile

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

$200K$0-$200K-$400KExpenses 2013: $102,4892013Revenue 2014: $53,652Expenses 2014: $81,777Net Income 2014: -$28,1252014Revenue 2015: $32,814Expenses 2015: $83,231Net Income 2015: -$50,4172015Revenue 2016: $27,906Expenses 2016: $85,532Net Income 2016: -$57,6262016Revenue 2017: $53,520Expenses 2017: $74,932Net Income 2017: -$21,4122017Revenue 2018: $36,668Expenses 2018: $69,918Net Income 2018: -$33,2502018Revenue 2019: $35,661Expenses 2019: $84,065Net Income 2019: -$48,4042019Revenue 2020: -$112,706Expenses 2020: $159,472Net Income 2020: -$272,1782020

Highlighted filing

2016

Revenue$27,906
Expenses$85,532
Net Income-$57,626
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 16, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES L KELLERTrustee-$2,093-$2,093
RICHARD MILLERTrustee-$2,093-$2,093
STEPHANIE SHOOKTrustee-$2,093-$2,093
Filing and Contact Details

Filer

Filer Name
Fred N Vanburen Scholarship Fund
EIN
31-1117779
Phone
7408624191
Address
107 N MAIN ST PO BOX 218, BALTIMORE, OH 43105

Signing Officer

Name
James L Keller
Title
Trustee
Phone
7408624191
Signed
2016-09-16

Preparer

Firm
Financial & Tax Services LLC
Address
P O BOX 888, LANCASTER, OH 43130
Preparer
Timothy F Sullivan CPA
Phone
7402152812
Raw XML Appendix366 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES L KELLER
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JAMES KELLER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0107 N MAIN ST PO BOX 218
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BALTIMORE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd043105
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07408624191
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0GRANTS AND/OR TO STUDENTS TO OBTAIN A HIGHER EDUCATION AND RELATED EXPENSES
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0J KELLER S SHOOK R MILLER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07408624191
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0107 N MAIN ST PO BOX 218
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BALTIMORE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd043105
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PREFERENCE TO BE GIVEN TO STUDENTS IN LIBERTY TOWNSHIP WHO WILL BE SEEKING DEGREES IN AGRICULTURE OR HOME ECONOMICS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APRIL 17 OF EACH YEAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt075276
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOOL TUITION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0107 N MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0PO BOX 128
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BALTOMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd043105
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt075276
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt056940
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt056940
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015791
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt014374
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt029871
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt014447
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt013324
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt013324
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt092819
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt018336
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015791
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt014374
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt029871
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt014447
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt075276
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt018336
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0106143
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt087807
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt043975
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt11904
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt229588
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt3100891
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt4103143
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt59966
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt610258
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt710681
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt89903
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt912357
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CREDIT SUISSE NOTE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1JP MORGAN NOTE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2BANK OF AMER NOTES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3AIM HI YLD FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4OPPENHEIMER CHAPION FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5GOLDMAN SACHS PFRD
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc6JP MORGAN PRFD
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc7BB&T CORP PRFD
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc8US BANCORP PRFD
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc9WELLS FARGO PRFD
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt036484
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11360
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt227034
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt391728
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt4103143
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt59966
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt610258
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt710681
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt89903
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt912357
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SCHOLARSHIP RETURNED
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01477
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/CategoryTxt0STATE OF OHIO EXCISE TAX
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES L KELLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07408624191
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRED N VANBUREN SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0FRED
ReturnHeader/Filer/EIN0311117779
ReturnHeader/Filer/PhoneNum07408624191
ReturnHeader/Filer/USAddress/AddressLine1Txt0107 N MAIN ST PO BOX 218
ReturnHeader/Filer/USAddress/CityNm0BALTIMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043105
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0268402469
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FINANCIAL & TAX SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 888
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANCASTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043130
ReturnHeader/PreparerPersonGrp/PhoneNum07402152812
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY F SULLIVAN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-09-30T09:04:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,266,853
Liabilities
$0
Net assets
$1,266,853
Revenue
$27,906
Expenses
$85,532
Net income
-$57,626
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.11$0.16$0.27
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.04$0.08$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.04$0.07$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.05$0.07$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.03$0.09$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.03$0.08$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.05$0.08$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.10