Civic Intelligence

The Preston Fund for Sma Research Inc

990 • Fiscal year 2017 • EIN 31-1654181

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

Organization Profilewww.prestonshope.com
32333 Aurora RoadSolon, OH 44139-2851

(440) 519-3500

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

54th percentile

4.9%

Higher net margin than 54% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

56th percentile

5.7%

Faster asset growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

18th percentile

-28%

Faster revenue growth than 18% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$469,621

Up $25,477 (+5.7%) from 2016

Net Assets

Up

$469,621

Up $25,477 (+5.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin54th percentile

Revenue

Down

$28,394

Down $11,005 (-28%) from 2016

Expenses

Down

$27,006

Down $104,694 (-79%) from 2016

Net Income

Up

$1,388

Up $93,689 (+102%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$600K$400K$200K$0Assets 2012: $443,606Liabilities 2012: $67Net Assets 2012: $443,5392012Assets 2013: $493,115Liabilities 2013: $50Net Assets 2013: $493,0652013Assets 2014: $411,724Liabilities 2014: $50Net Assets 2014: $411,6742014Assets 2015: $527,192Liabilities 2015: $0Net Assets 2015: $527,1922015Assets 2016: $444,144Liabilities 2016: $0Net Assets 2016: $444,1442016Assets 2017: $469,621Liabilities 2017: $0Net Assets 2017: $469,6212017Assets 2019: $420,586Liabilities 2019: $0Net Assets 2019: $420,5862019Assets 2020: $439,149Liabilities 2020: $0Net Assets 2020: $439,1492020Assets 2021: $469,363Liabilities 2021: $0Net Assets 2021: $469,3632021Assets 2022: $450,517Liabilities 2022: $0Net Assets 2022: $450,5172022Assets 2023: $517,229Liabilities 2023: $0Net Assets 2023: $517,2292023Assets 2024: $569,822Liabilities 2024: $0Net Assets 2024: $569,8222024

Highlighted filing

2017

Assets$469,621
Liabilities$0
Net Assets$469,621
Open 2017 Filing

Operations Trend

Revenue Growth18th percentile

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

$400K$200K$0-$200KExpenses 2012: $28,7502012Revenue 2013: $26,946Expenses 2013: $3,012Net Income 2013: $23,9342013Revenue 2014: $230,291Expenses 2014: $316,320Net Income 2014: -$86,0292014Revenue 2015: $126,376Expenses 2015: $5,047Net Income 2015: $121,3292015Revenue 2016: $39,399Expenses 2016: $131,700Net Income 2016: -$92,3012016Revenue 2017: $28,394Expenses 2017: $27,006Net Income 2017: $1,3882017Revenue 2019: $20,563Expenses 2019: $46,120Net Income 2019: -$25,5572019Revenue 2020: $10,391Expenses 2020: $12,148Net Income 2020: -$1,7572020Revenue 2021: $24,436Expenses 2021: $20,001Net Income 2021: $4,4352021Revenue 2022: $15,789Expenses 2022: $3,589Net Income 2022: $12,2002022Revenue 2023: $172,804Expenses 2023: $129,660Net Income 2023: $43,1442023Revenue 2024: $25,810Expenses 2024: $910Net Income 2024: $24,9002024

Highlighted filing

2017

Revenue$28,394
Expenses$27,006
Net Income$1,388
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.2
Gross Receipts
$28,394
Mission and Program Overview

Mission

Sma research/develop playground for disabled children

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$444,144$469,621▲ $25,477
Investments in Publicly Traded Securities$372,094$398,962▲ $26,868
Savings and Temporary Cash Investments$67,357$65,928▼ $1,429
Cash and Non-Interest-Bearing Accounts$4,693$4,731▲ $38
Total Assets$444,144$469,621▲ $25,477
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$444,144$469,621▲ $25,477
Total Liabilities and Net Assets / Fund Balance$444,144$469,621▲ $25,477

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$372,094$25,000▲ $28,156$26,288$398,962
2016$469,136$20,000▲ $12,958$130,000$372,094
2015$340,119$135,000▼ $2,483$3,500$469,136
2014$425,305$188,500▲ $8,314$282,000$340,119
2013$396,191-▲ $29,114-$425,305
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Jacqueline O FisherPresident & Trustee
Stacie HalpernTreasurer & Trustee
Michael E OsborneVice Pres & Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$24,303
Program Service Revenue
$0
Investment Income
$4,091
Other Revenue
$0
All Other Contributions
$24,303
Change in Net Assets
$1,388
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$27,006
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$26,288$0$0$26,288
Other Expenses$0$234$0$234
Total Functional Expenses$26,480$526$0$27,006
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
The Preston Fund for Sma Research Inc
EIN
31-1654181
Phone
4405193500
Address
32333 AURORA ROAD, SOLON, OH 44139-2851

Signing Officer

Name
Stacie L Halpern
Title
Treasurer
Phone
4405193500
Signed
2018-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stacie L Halpern
Formed
1999
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
10

Preparer

Firm
Symax Ltd
Address
32333 AURORA ROAD SUITE 300, SOLON, OH 44139
Preparer
Richard D Armbruster CPA
Phone
4405193500
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“No formal process. Signing officer reviews before signing.”

Pt VI, Line 19

“There is no conflict of interest policy. Governing docs and financial stmts are provided upon request.”

Pt VI, Line 8A

“There were no formal meetings during 2017 to document.”

Pt VI, Line 8B

“This is a small organization that does not have committees.”

Pt VI, Line 2

“Jacqueline O. Fisher and Michael E. Osborne are siblings.”

Form 990EZ, Part I, Line 16

“BANK SERVICE CHARGES”

Form 990EZ, Part I, Line 16

“MISCELLANEOUS EXPENSE”

Form 990EZ, Part I, Line 16

“ENGRAVING EXPENSE”

Form 990EZ, Part I, Line 16

“OHIO FILING FEES”

Form 990EZ, Part I, Line 16

“PARK MAINTENANCE”

Form 990EZ, Part I, Line 16

“WAGES”

Form 990EZ, Part I, Line 16

“EMPLOYEE TAXES WITHHELD”

Form 990EZ, Part I, Line 16

“PAYROLL TAXES”

Financial Statement Notes

Pt V, Line 4

“The endowment fund was created to fund park maintenance expenses.”

Raw XML Appendix337 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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IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer & Trustee
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IRS990/FSAuditedInd0false
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IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt028394
IRS990/GroupReturnForAffiliatesInd0false
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0372094
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IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
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IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetUnrlzdGainsLossesInvstAmt024089
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0POSTAGE AND SHIPPING
IRS990/OtherExpensesGrp/Desc1OHIO 2016 FILING FEE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1100
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2234
IRS990/OtherExpensesGrp/ProgramServicesAmt0192
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IRS990/PartialLiquidationInd0false
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0STACIE L HALPERN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0THE PRESTON'S H.O.P.E. PLAYGROUND OPENED SEPTEMBER 3, 2006 AND WAS DONATED TO THE JEWISH COMMUNITY CENTER ON JANUARY 1, 2007. FUTURE CONTRIBUTIONS WILL BE SOLICITED TO COVER PARK MAINTENANCE AND OTHER RELATED EXPENSES.
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IRS990/RelatedEntityInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, Line 4
IRS990/ScheduleJRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No formal process. Signing officer reviews before signing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1There is no conflict of interest policy. Governing docs and financial stmts are provided upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2There were no formal meetings during 2017 to document.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3This is a small organization that does not have committees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Jacqueline O. Fisher and Michael E. Osborne are siblings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK SERVICE CHARGES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISCELLANEOUS EXPENSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ENGRAVING EXPENSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OHIO FILING FEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PARK MAINTENANCE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10WAGES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11EMPLOYEE TAXES WITHHELD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PAYROLL TAXES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0444144
IRS990/TotalAssetsEOYAmt0469621
IRS990/TotalAssetsGrp/BOYAmt0444144
IRS990/TotalAssetsGrp/EOYAmt0469621
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt024303
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0526
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt026480
IRS990/TotalFunctionalExpensesGrp/TotalAmt027006
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0444144
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0469621
IRS990/TotalProgramServiceExpensesAmt026480
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04091
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt028394
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0444144
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0469621
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt032333 AURORA RD 300
IRS990/USAddress/CityNm0SOLON
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044139
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.prestonshope.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STACIE L HALPERN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04405193500
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PRESTON FUND FOR SMA RESEARCH INC
ReturnHeader/Filer/BusinessNameControlTxt0PRES
ReturnHeader/Filer/EIN0311654181
ReturnHeader/Filer/PhoneNum04405193500
ReturnHeader/Filer/USAddress/AddressLine1Txt032333 AURORA ROAD
ReturnHeader/Filer/USAddress/CityNm0SOLON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0441392851
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D57C81FA8943296401BD8454C00F6E592CE965D2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId002E9A09787E173A32FE1374F7CA0009BCCBA0194
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.63.60.204
ReturnHeader/FilingSecurityInformation/IPDt02018-08-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:46:30
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SYMAX LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt032333 AURORA ROAD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOLON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044139
ReturnHeader/PreparerPersonGrp/PhoneNum04405193500
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD D ARMBRUSTER CPA
ReturnHeader/ReturnTs02018-08-13T12:46:40-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$469,621
Liabilities
$0
Net assets
$469,621
Revenue
$28,394
Expenses
$27,006
Net income
$1,388
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$0.26$0.01$0.25
2023Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.17$1.73$1.30$0.43
2022Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.16$0.04$0.12
2021Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.24$0.20$0.04
2020Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.10$0.12$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.21$0.46$0.26
2017Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.28$0.27$0.01
2016Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.39$1.32$0.92
2015Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$1.26$0.05$1.21
2014Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$2.30$3.16$0.86
2013Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.27$0.03$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.44$0.00$4.44$0.29