Civic Intelligence

Jim & Vanita Oelschlager Foundation

990PF • Fiscal year 2017 • EIN 31-1528866

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 09, 2018

3875 Embassy ParkwayAkron, OH 44333

(330) 668-1234

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

10th percentile

-39%

Higher net margin than 10% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

17th percentile

-4.2%

Faster asset growth than 17% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

13th percentile

-19%

Faster revenue growth than 13% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Down

$8,411,505

Down $372,169 (-4.2%) from 2016

Net Assets

Down

$8,411,505

Down $372,169 (-4.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$939,633

Down $224,495 (-19%) from 2016

Expenses

Up

$1,309,627

Up $266,913 (+26%) from 2016

Net Income

Down

-$369,994

Down $491,408 (-405%) from 2016

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2012: $8,426,200Liabilities 2012: $0Net Assets 2012: $8,426,2002012Assets 2013: $8,257,444Liabilities 2013: $0Net Assets 2013: $8,257,4442013Assets 2014: $8,695,855Liabilities 2014: $0Net Assets 2014: $8,695,8552014Assets 2015: $8,676,118Liabilities 2015: $0Net Assets 2015: $8,676,1182015Assets 2016: $8,783,674Liabilities 2016: $0Net Assets 2016: $8,783,6742016Assets 2017: $8,411,505Liabilities 2017: $0Net Assets 2017: $8,411,5052017Assets 2018: $8,439,660Liabilities 2018: $0Net Assets 2018: $8,439,6602018Assets 2019: $7,261,800Liabilities 2019: $0Net Assets 2019: $7,261,8002019Assets 2020: $7,585,576Liabilities 2020: $0Net Assets 2020: $7,585,5762020Assets 2021: $7,017,677Liabilities 2021: $0Net Assets 2021: $7,017,6772021Assets 2022: $6,636,717Liabilities 2022: $0Net Assets 2022: $6,636,7172022Assets 2023: $6,446,925Liabilities 2023: $0Net Assets 2023: $6,446,9252023Assets 2024: $6,733,927Liabilities 2024: $0Net Assets 2024: $6,733,9272024

Highlighted filing

2017

Assets$8,411,505
Liabilities$0
Net Assets$8,411,505

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2012: $948,4192012Revenue 2013: $282,807Expenses 2013: $451,563Net Income 2013: -$168,7562013Revenue 2014: $1,147,834Expenses 2014: $703,558Net Income 2014: $444,2762014Revenue 2015: $945,896Expenses 2015: $949,531Net Income 2015: -$3,6352015Revenue 2016: $1,164,128Expenses 2016: $1,042,714Net Income 2016: $121,4142016Revenue 2017: $939,633Expenses 2017: $1,309,627Net Income 2017: -$369,9942017Revenue 2018: $1,440,126Expenses 2018: $1,392,788Net Income 2018: $47,3382018Revenue 2019: $1,223,590Expenses 2019: $2,381,889Net Income 2019: -$1,158,2992019Revenue 2020: $3,534,901Expenses 2020: $3,191,189Net Income 2020: $343,7122020Revenue 2021: $770,629Expenses 2021: $1,291,051Net Income 2021: -$520,4222021Revenue 2022: $318,583Expenses 2022: $708,723Net Income 2022: -$390,1402022Revenue 2023: $1,065,148Expenses 2023: $1,254,940Net Income 2023: -$189,7922023Revenue 2024: $305,394Expenses 2024: $18,392Net Income 2024: $287,0022024

Highlighted filing

2017

Revenue$939,633
Expenses$1,309,627
Net Income-$369,994
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 9, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM OELSCHLAGERTrusteePT$0--
VANITA OESCHLAGERTrustee-$0--
ROBERT BRIGGSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jim & Vanita Oelschlager Foundation
EIN
31-1528866
Phone
3306681234
Address
3875 EMBASSY PARKWAY, AKRON, OH 44333

Signing Officer

Name
Jim Oelschlager
Title
Trustee
Phone
3306681234
Signed
2018-02-09
Discuss with paid preparer
Yes

Preparer

Firm
Skoda Minotti & Co
Address
3320 WEST MARKET STREET STE 300, FAIRLAWN, OH 44333
Preparer
Lawrence E Foster CPA
Phone
3306681100
Raw XML AppendixShowing 400 of 478 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12,600 SHS - COGNIZANT TECH SOLUTIONS CRP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23,500 SHS - SCHWABB CHARLES CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc355 SHS - AMAZON.COM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41,000 SHS - US BANCORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc52,300 SHS - JP MORGAN CHASE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61,700 SHS - WELLS FARGO & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7610 SHS - JP MORGAN CHASE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81,600 SHS - WELLS FARGO & CO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1VANITA OESCHLAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROBERT BRIGGS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1AKRON
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0912628
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.301500
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12GENERAL FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt13NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1215 W BOWERY STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3125 W BAY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43875 EMBASSY PARKWAY SUITE 250
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6605 N CLEVELAND MASSILLON ROAD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1037501 CENTER RIDGE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt114209 STATE ROUTE 44 PO BOX 95
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0445
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6AKRON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd13OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd144308
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd215018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd301002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd444333
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd591025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd644333
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd744106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd843560
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd960208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1044039
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1144272
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1203031
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1344131
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01303299
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00

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