Civic Intelligence

Alois Alzheimer Foundation

990EZ • Fiscal year 2016 • EIN 31-1315349

Jan 01, 2016 to Dec 31, 2016 • Filed on May 25, 2017

PO Box 246Mason, OH 45241

(513) 605-0603

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

90th percentile

44%

Higher net margin than 90% 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

63rd percentile

9.8%

Faster asset growth than 63% of similar nonprofits.

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

Revenue Growth

12th percentile

-42%

Faster revenue growth than 12% of similar nonprofits.

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

Assets

Up

$207,344

Up $18,535 (+9.8%) from 2015

Net Assets

Up

$207,344

Up $18,535 (+9.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$34,050

Down $24,307 (-42%) from 2015

Expenses

Down

$19,023

Down $34,918 (-65%) from 2015

Net Income

Up

$15,027

Up $10,611 (+240%) 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: $184,393Liabilities 2014: $0Net Assets 2014: $184,3932014Assets 2015: $188,809Liabilities 2015: $0Net Assets 2015: $188,8092015Assets 2016: $207,344Liabilities 2016: $0Net Assets 2016: $207,3442016Assets 2017: $260,032Liabilities 2017: $0Net Assets 2017: $260,0322017Assets 2018: $270,699Liabilities 2018: $0Net Assets 2018: $270,6992018Assets 2019: $319,298Liabilities 2019: $0Net Assets 2019: $319,2982019Assets 2020: $349,370Liabilities 2020: $0Net Assets 2020: $349,3702020Assets 2021: $390,259Liabilities 2021: $0Net Assets 2021: $390,2592021Assets 2022: $396,139Liabilities 2022: $0Net Assets 2022: $396,1392022Assets 2023: $446,224Liabilities 2023: $0Net Assets 2023: $446,2242023Assets 2024: $525,550Liabilities 2024: $0Net Assets 2024: $525,5502024

Highlighted filing

2016

Assets$207,344
Liabilities$0
Net Assets$207,344

Operations Trend

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

$100K$50K$0Revenue 2014: $93,132Expenses 2014: $29,718Net Income 2014: $63,4142014Revenue 2015: $58,357Expenses 2015: $53,941Net Income 2015: $4,4162015Revenue 2016: $34,050Expenses 2016: $19,023Net Income 2016: $15,0272016Revenue 2017: $40,644Expenses 2017: $10,771Net Income 2017: $29,8732017Revenue 2018: $35,977Expenses 2018: $14,210Net Income 2018: $21,7672018Revenue 2019: $34,189Expenses 2019: $12,371Net Income 2019: $21,8182019Revenue 2020: $12,873Expenses 2020: $3,213Net Income 2020: $9,6602020Revenue 2021: $56,258Expenses 2021: $21,777Net Income 2021: $34,4812021Revenue 2022: $61,767Expenses 2022: $11,700Net Income 2022: $50,0672022Revenue 2023: $39,659Expenses 2023: $21,539Net Income 2023: $18,1202023Revenue 2024: $64,278Expenses 2024: $9,552Net Income 2024: $54,7262024

Highlighted filing

2016

Revenue$34,050
Expenses$19,023
Net Income$15,027
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 25, 2017
Return Version
2016v3.0
Gross Receipts
$49,532
Mission and Program Overview

Mission

Partnering with like-minded individuals and organizations to encourage responsible research, provide leading education and increase the awareness of alzheimer's disease and related dementia

Partnering with like-minded individuals and organizations to encourage responsible research, provide leading education and increase the awareness of Alzheimer's disease and related dementia.

Program Services

DescriptionGrantsExpenses
Partnering with like-minded individuals and organizations to encourage responsible research, provide leading education and increase the awareness of Alzheimer's disease and related dementia.$0$19,025
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve BoymelPresident-$0--
Lisa BrockmanExecutive DirectorPT$0--
Allan AchesonTreasurer-$0--
Gregory MillerExecutive Vice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Evening of Hope$36,280$8,210$8,777$-567
Total Events$36,280$8,210$15,482$-7,272
Filing and Contact Details

Filer

Filer Name
Alois Alzheimer Foundation
EIN
31-1315349
Phone
5136050603
Address
PO Box 246, Mason, OH 45241

Signing Officer

Name
Steve Boymel
Title
President
Phone
5135300603
Signed
2017-05-25
Discuss with paid preparer
Yes

Preparer

Firm
Clark Schaefer Hackett & Co
Address
10100 Innovation Drive, Dayton, OH 45342
Preparer
Stephanie R Knox CPA
Phone
9372260070
Supplemental Narrative

Additional Explanations

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

Description: Dividends. Amount: 304.

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

Description: Fundraiser Expense. Amount: 2,181. Description: Office Supplies. Amount: 1,560. Description: Seminar Expense. Amount: 948. Description: Travel. Amount: 41. Description: Advertising. Amount: 7,042. Description: Bank Fees. Amount: 24. Description: Computer Supplies. Amount: 43. Description: Public Relations. Amount: 1,000. Total to Form 990-EZ, line 16: 12,839.

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

Description: UNREALIZED GAINS. Amount: 3,508.

Form 990-EZ, Part II, Line 24 - Other Assets

Description: Long Term Investments. Beg. of Year Amount: 40,405. End of Year Amount: 40,406.

Raw XML Appendix180 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Steve Boymel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lisa Brockman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Allan Acheson
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Executive Vice President
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt03508
IRS990EZ/OtherExpensesTotalAmt012839
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrintingPublicationsPostageAmt05003
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Partnering with like-minded individuals and organizations to encourage responsible research, provide leading education and increase the awareness of Alzheimer's disease and related dementia.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019025
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt028070
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06705
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt06705
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-7272
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08777
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08777
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Dividends. Amount: 304.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Fundraiser Expense. Amount: 2,181. Description: Office Supplies. Amount: 1,560. Description: Seminar Expense. Amount: 948. Description: Travel. Amount: 41. Description: Advertising. Amount: 7,042. Description: Bank Fees. Amount: 24. Description: Computer Supplies. Amount: 43. Description: Public Relations. Amount: 1,000. Total to Form 990-EZ, line 16: 12,839.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: UNREALIZED GAINS. Amount: 3,508.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Long Term Investments. Beg. of Year Amount: 40,405. End of Year Amount: 40,406.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 24 - Other 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Steve Boymel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05135300603
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALOIS ALZHEIMER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALOI
ReturnHeader/Filer/EIN0311315349
ReturnHeader/Filer/PhoneNum05136050603
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 246
ReturnHeader/Filer/USAddress/CityNm0Mason
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ReturnHeader/Filer/USAddress/ZIPCd045241
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.142.191.122
ReturnHeader/FilingSecurityInformation/IPDt02017-05-25
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ReturnHeader/FilingSecurityInformation/IPTm014:20:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310800053
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLARK SCHAEFER HACKETT & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010100 Innovation Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dayton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045342
ReturnHeader/PreparerPersonGrp/PhoneNum09372260070
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephanie R Knox CPA
ReturnHeader/ReturnTs02017-06-14T13:16:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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Filings