Civic Intelligence

Fred N Vanburen Scholarship Fund

990PF • Fiscal year 2018 • EIN 31-1117779

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 13, 2018

PO Box 218Baltimore, OH 43105

(740) 215-2664

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

5th percentile

-91%

Higher net margin than 5% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

43rd percentile

$1,984

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

32nd percentile

-2.7%

Faster asset growth than 32% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

11th percentile

-31%

Faster revenue growth than 11% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$1,212,191

Down $33,250 (-2.7%) from 2017

Net Assets

Down

$1,212,191

Down $33,250 (-2.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$36,668

Down $16,852 (-31%) from 2017

Expenses

Down

$69,918

Down $5,014 (-6.7%) from 2017

Net Income

Down

-$33,250

Down $11,838 (-55%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$1,212,191
Liabilities$0
Net Assets$1,212,191

Operations Trend

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

2018

Revenue$36,668
Expenses$69,918
Net Income-$33,250
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 13, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES L KELLERTrustee-$1,984-$1,984
RICHARD MILLERTrustee-$1,984-$1,984
STEPHANIE SHOOKTrustee-$1,984-$1,984
Filing and Contact Details

Filer

Filer Name
Fred N Vanburen Scholarship Fund
EIN
31-1117779
Phone
7402152664
Address
PO BOX 218, BALTIMORE, OH 43105

Signing Officer

Name
James L Keller
Title
Trustee
Phone
7402152664
Signed
2018-09-13

Preparer

Firm
Financial & Tax Services LLC
Address
P O BOX 888, LANCASTER, OH 43130
Preparer
Timothy F Sullivan CPA
Phone
7402152812
Raw XML Appendix398 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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01255706
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt061456
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.320858
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt061456
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt061456
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
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/AddressLine1Txt0PO 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/PhoneNum07402152664
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/RecipientPhoneNum07403041431
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO 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/Amt061456
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOOL TUITION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED LIST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BALTOMORE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd043105
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt061456
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/AppliedToCurrentYearAmt052854
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt052854
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010863
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt018336
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015791
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt014374
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt029871
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt029871
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt067966
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08602
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010863
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt018336
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt015791
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt014374
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt061456
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08602
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt097837
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt089235
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt031818
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1977
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt229588
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt391728
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt4103143
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt59966
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt610258
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt720291
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt810461
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt910002
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1020339
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1152014
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
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc6JP MORGAN PRFD
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc7BB&T CORP PRFD
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc8WELLS FARGO PRFD
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc9QUEST CORP PFRD
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc10ENTERGY LA PFRD
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc11CAPITAL ONE PFRD
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc12PRINC INVST PFRD
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc13DUKE ENERGY
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc14FIRST REP BANK
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt027913
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1787
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt235601
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt391728
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt4103143
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt510258
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt620291
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt710249
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt810000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt926697
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1052014
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1119375
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1210278
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt099
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1200
OtherIncomeSchedule2/OtherIncomeDetail/Desc0RETURNED SCHOLARSHIPS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1STATE REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt099
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1200
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/CategoryTxt0STATE OF OHIO EXCISE TAX
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES L KELLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07402152664
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRED N VANBUREN SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0FRED
ReturnHeader/Filer/EIN0311117779
ReturnHeader/Filer/PhoneNum07402152664
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 218
ReturnHeader/Filer/USAddress/CityNm0BALTIMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043105
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId012694D91A149331C5283B1D79BDA72E236FF4D27
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId012694D91A149331C5283B1D79BDA72E236FF4D27
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.88.76.48
ReturnHeader/FilingSecurityInformation/IPDt02018-09-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:03:26
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/PreparationDt02018-09-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY F SULLIVAN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-09-14T11:03:26-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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