Civic Intelligence

The Anastasia Fund

990PF • Fiscal year 2013 • EIN 31-1597039

Jan 01, 2013 to Dec 31, 2013 • Filed on Sep 07, 2014

3166 N Republic Blvd43615

(419) 841-2848

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.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

11th percentile

-47%

Higher net margin than 11% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

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.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

38th percentile

-3.2%

Faster asset growth than 38% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$286,654

Down $9,382 (-3.2%) from 2012

Net Assets

Down

$286,654

Down $9,382 (-3.2%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$16,507

No earlier filing loaded for comparison.

Expenses

Up

$24,219

Up $17,172 (+244%) from 2012

Net Income

-$7,712

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $289,442Liabilities 2010: $0Net Assets 2010: $289,4422010Assets 2011: $295,935Liabilities 2011: $0Net Assets 2011: $295,9352011Assets 2012: $296,036Liabilities 2012: $0Net Assets 2012: $296,0362012Assets 2013: $286,654Liabilities 2013: $0Net Assets 2013: $286,6542013Assets 2014: $286,957Liabilities 2014: $0Net Assets 2014: $286,9572014Assets 2015: $272,855Liabilities 2015: $0Net Assets 2015: $272,8552015Assets 2016: $258,375Liabilities 2016: $0Net Assets 2016: $258,3752016Assets 2017: $261,141Liabilities 2017: $0Net Assets 2017: $261,1412017Assets 2018: $266,377Liabilities 2018: $0Net Assets 2018: $266,3772018Assets 2019: $264,745Liabilities 2019: $0Net Assets 2019: $264,7452019Assets 2020: $279,111Liabilities 2020: $0Net Assets 2020: $279,1112020Assets 2021: $277,230Liabilities 2021: $0Net Assets 2021: $277,2302021Assets 2022: $281,324Liabilities 2022: $0Net Assets 2022: $281,3242022Assets 2023: $268,999Liabilities 2023: $0Net Assets 2023: $268,9992023Assets 2024: $279,535Liabilities 2024: $0Net Assets 2024: $279,5352024

Highlighted filing

2013

Assets$286,654
Liabilities$0
Net Assets$286,654

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $13,5652010Expenses 2011: $13,6042011Expenses 2012: $7,0472012Revenue 2013: $16,507Expenses 2013: $24,219Net Income 2013: -$7,7122013Revenue 2014: $9,620Expenses 2014: $8,638Net Income 2014: $9822014Revenue 2015: $13,422Expenses 2015: $14,142Net Income 2015: -$7202015Revenue 2016: -$4,793Expenses 2016: $19,079Net Income 2016: -$23,8722016Revenue 2017: $12,285Expenses 2017: $9,466Net Income 2017: $2,8192017Revenue 2018: $18,073Expenses 2018: $12,803Net Income 2018: $5,2702018Revenue 2019: $13,005Expenses 2019: $14,882Net Income 2019: -$1,8772019Revenue 2020: $26,487Expenses 2020: $12,121Net Income 2020: $14,3662020Revenue 2021: $15,522Expenses 2021: $16,547Net Income 2021: -$1,0252021Revenue 2022: $59,422Expenses 2022: $26,557Net Income 2022: $32,8652022Revenue 2023: $34,181Expenses 2023: $50,849Net Income 2023: -$16,6682023Revenue 2024: $36,654Expenses 2024: $21,598Net Income 2024: $15,0562024

Highlighted filing

2013

Revenue$16,507
Expenses$24,219
Net Income-$7,712
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Sep 7, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marcia KapturTrustee-$0--
Stephen KapturTrustee-$0--
Sister A Francis KlimkowskiTrustee-$0--
Sister Kathleen PaddenTrustee-$0--
Filing and Contact Details

Filer

EIN
31-1597039
Phone
4198412848

Signing Officer

Name
Marcia Kaptur
Title
Trustee
Signed
2014-09-07
Discuss with paid preparer
Yes

Preparer

Preparer
Thomas J Jaffee
Phone
4198412848
Raw XML Appendix281 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/Amt03000
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt02630
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt025
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04190
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0279307
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Marcia Kaptur
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Stephen Kaptur
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Sister A Francis Klimkowski
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Sister Kathleen Padden
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine101841 Dority
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine111841 Dority
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine126602 Convent Blvd 117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine135742 Windgate Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0Toledo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1Toledo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2Sylvania
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode343615
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt016059
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Marcia Kaptur
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10Lourdes University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Private
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0Sylvania
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0OH
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Marcia Kaptur
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine101841 Dority
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0Toledo
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode043615
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt09000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amount01670
OtherDecreasesSchedule/OtherDecreasesDetail/Description0Unrealized Loss on Investments
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Clothing & Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Liability Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Office Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Postage & Shipping
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13862
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2750
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt317
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4357
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01063
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01069
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13862
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt317
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4357
TaxesSchedule/TaxesDetail/Amt0164
TaxesSchedule/TaxesDetail/CategoryTxt0Federal and State
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0164
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Marcia Kaptur
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10The Anastasia Fund
ReturnHeader/Filer/BusinessNameControlTxt0ANAS
ReturnHeader/Filer/EIN0311597039
ReturnHeader/Filer/PhoneNum04198412848
ReturnHeader/Filer/USAddress/AddressLine103166 N Republic Blvd
ReturnHeader/Filer/USAddress/City0Toledo
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode043615
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LublinSussman Group LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103166 N Republic Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Toledo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0436151507
ReturnHeader/PreparerPersonGrp/PhoneNum04198412848
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas J Jaffee
ReturnHeader/ReturnTs02014-09-11T13:22:30-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.37$0.22$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.69$0.00$2.69$0.34$0.51$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.59$0.27$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.00$2.77$0.16$0.17$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.26$0.12$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$0.00$2.65$0.13$0.15$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.18$0.13$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.00$2.61$0.12$0.09$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.00$2.58$0.05$0.19$0.24
2015Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.13$0.14$0.01
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.00$2.87$0.10$0.09$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.17$0.24$0.08
2012Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.07
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.00$2.96$0.14
2010Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.14
Peer Organizations

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