Civic Intelligence

The Ellie Fund

990PF • Fiscal year 2012 • EIN 31-1491821

Jan 01, 2012 to Dec 31, 2012 • Filed on Mar 27, 2013

Organization Profile
2690 Chesterton Road44122
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

59th percentile

4.0%

Faster asset growth than 59% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$365,321

Up $13,896 (+4.0%) from 2011

Net Assets

Up

$365,321

Up $13,896 (+4.0%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$8,130

Down $58,652 (-88%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$400K$300K$200K$100K$0Assets 2011: $351,425Liabilities 2011: $0Net Assets 2011: $351,4252011Assets 2012: $365,321Liabilities 2012: $0Net Assets 2012: $365,3212012

Highlighted filing

2012

Assets$365,321
Liabilities$0
Net Assets$365,321
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0Expenses 2011: $66,7822011Expenses 2012: $8,1302012

Highlighted filing

2012

Revenue-
Expenses$8,130
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Mar 27, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGARET G MARGOLISTrustee/PresPT$0--
RICHARD D MARGOLISSecretary/TrPT$0--
DANIEL M MARGOLISVice PresidePT$0--
JAMES A MARGOLISVice PresidePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPLANNED PARENTHOOD OF NORTHEAST OHIPROGRAM SUPPORT501C3CLEVELAND, OH, US$3,000
Filing and Contact Details

Filer

EIN
31-1491821
Raw XML Appendix396 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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CompensationExplanation/Compensation/PersonName2DANIEL M MARGOLIS
CompensationExplanation/Compensation/PersonName3JAMES A MARGOLIS
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0MARGARET G MARGOLIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1RICHARD D MARGOLIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2DANIEL M MARGOLIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3JAMES A MARGOLIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE/PRES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1SECRETARY/TR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2VICE PRESIDE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3VICE PRESIDE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine102690 CHESTERTON ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine112690 CHESTERTON ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine122690 CHESTERTON ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine132690 CHESTERTON ROAD
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1SHAKER HTS
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode044122
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode144122
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode244122
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode344122
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct070465
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets070245
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.179877
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.179877
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0390519
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10430177
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0220
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions041057
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1077379
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.179877
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions041057
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets038057
IRS990PF/QualifyingDistributions/ExpensesAndContributions03000
IRS990PF/QualifyingDistributions/QualifyingDistributions041057
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0DENNIS VEZZANI
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04407171350
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1060 EAGLE VALLEY COURT
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BROADVIEW HEIGHTS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode044147
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0OH
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0HTTP://FMSCLEVELAND.COM/ELLIE/
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0MARGARET MARGOLIS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine102690 CHESTERTON
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0SHAKER HTS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode044122
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount03000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10PLANNED PARENTHOOD OF NORTHEAST OHI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501C3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine103500 LORAIN AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0CLEVELAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode044113
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear03000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear019085
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted019085
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1056187
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2031151
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3029429
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4020721
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5022746
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5022746
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0159460
IRS990PF/UndistributedIncome/ExcessFromCurrentYear021972
IRS990PF/UndistributedIncome/ExcessFromYear1056187
IRS990PF/UndistributedIncome/ExcessFromYear2031151
IRS990PF/UndistributedIncome/ExcessFromYear3029429
IRS990PF/UndistributedIncome/ExcessFromYear4020721
IRS990PF/UndistributedIncome/QualifyingDistributions041057
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus021972
IRS990PF/UndistributedIncome/TotalCorpus0182206
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0160234
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0390
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount1988
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount2100
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount31950
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount45
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0TRUSTEE MGT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category2STATE FILING FEE
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category3INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category4MISC
TaxesSchedule/Taxes/Amount077
TaxesSchedule/Taxes/Amount195
TaxesSchedule/Taxes/Category0FEDERAL TAX ESTIMATE
TaxesSchedule/Taxes/Category1FOREIGN TAX CREDIT
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0311491821
ReturnHeader/Filer/Name/BusinessNameLine10THE ELLIE FUND
ReturnHeader/Filer/NameControl0ELLI
ReturnHeader/Filer/Phone02163634573
ReturnHeader/Filer/USAddress/AddressLine102690 CHESTERTON ROAD
ReturnHeader/Filer/USAddress/City0SHAKER HEIGHTS
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode044122
ReturnHeader/Officer/DateSigned02013-03-27
ReturnHeader/Officer/Name0MARGARET G MARGOLIS
ReturnHeader/Officer/Phone02163634573
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-03-27
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CUNNINGHAM & ASSOCIATES
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1060 EAGLE VALLEY CT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BROADVIEW HEIGHTS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0441472982
ReturnHeader/Preparer/Name0DENNIS VEZZANI
ReturnHeader/Preparer/Phone04407171350
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-04-02T09:59:17-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$365,321
Liabilities
$0
Net assets
$365,321
Revenue
-
Expenses
$8,130
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.08
2011Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.67