Civic Intelligence

The Learning Foundation Inc

990EZ • Fiscal year 2014 • EIN 31-1655145

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

2280 Spring Creek RdGypsum, CO 81637

(970) 524-2706

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

59th percentile

7.1%

Faster asset growth than 59% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

5th percentile

-66%

Faster revenue growth than 5% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$267,605

Up $17,831 (+7.1%) from 2013

Net Assets

Up

$267,605

Up $17,831 (+7.1%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$18,776

Down $36,420 (-66%) from 2013

Expenses

Down

$945

Down $72,368 (-99%) from 2013

Net Income

Up

$17,831

Up $35,948 (+198%) from 2013

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $235,667Liabilities 2010: $0Net Assets 2010: $235,6672010Assets 2011: $246,572Liabilities 2011: $0Net Assets 2011: $246,5722011Assets 2012: $267,891Liabilities 2012: $0Net Assets 2012: $267,8912012Assets 2013: $249,774Liabilities 2013: $0Net Assets 2013: $249,7742013Assets 2014: $267,605Liabilities 2014: $0Net Assets 2014: $267,6052014Assets 2015: $256,530Liabilities 2015: $0Net Assets 2015: $256,5302015Assets 2016: $263,724Liabilities 2016: $0Net Assets 2016: $263,7242016Assets 2017: $267,191Liabilities 2017: $0Net Assets 2017: $267,1912017Assets 2018: $259,455Liabilities 2018: $0Net Assets 2018: $259,4552018Assets 2019: $239,508Liabilities 2019: $0Net Assets 2019: $239,5082019Assets 2020: $253,438Liabilities 2020: $0Net Assets 2020: $253,4382020Assets 2021: $249,621Net Assets 2021: $249,6212021Assets 2022: $237,640Net Assets 2022: $237,6402022Assets 2023: $226,633Net Assets 2023: $226,6332023Assets 2024: $202,931Net Assets 2024: $202,9312024

Highlighted filing

2014

Assets$267,605
Liabilities$0
Net Assets$267,605

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $66,347Expenses 2010: $59,700Net Income 2010: $6,6472010Revenue 2011: $61,823Expenses 2011: $50,918Net Income 2011: $10,9052011Revenue 2012: $82,225Expenses 2012: $60,906Net Income 2012: $21,3192012Revenue 2013: $55,196Expenses 2013: $73,313Net Income 2013: -$18,1172013Revenue 2014: $18,776Expenses 2014: $945Net Income 2014: $17,8312014Revenue 2015: $20,657Expenses 2015: $31,732Net Income 2015: -$11,0752015Revenue 2016: $13,232Expenses 2016: $6,038Net Income 2016: $7,1942016Revenue 2017: $20,157Expenses 2017: $16,690Net Income 2017: $3,4672017Revenue 2018: $15,561Expenses 2018: $23,297Net Income 2018: -$7,7362018Revenue 2019: $13,562Expenses 2019: $33,509Net Income 2019: -$19,9472019Revenue 2020: $15,018Expenses 2020: $1,088Net Income 2020: $13,9302020Revenue 2021: $3,967Expenses 2021: $7,784Net Income 2021: -$3,8172021Revenue 2022: $3,754Expenses 2022: $15,735Net Income 2022: -$11,9812022Revenue 2023: $23,501Expenses 2023: $34,508Net Income 2023: -$11,0072023Revenue 2024: $15,966Expenses 2024: $39,668Net Income 2024: -$23,7022024

Highlighted filing

2014

Revenue$18,776
Expenses$945
Net Income$17,831
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Gross Receipts
$18,776
Mission and Program Overview

Mission

Provide funds for children with learning disabilities to further their education.

Program Services

DescriptionGrantsExpenses
PROVIDE QUALIFYING CHILDREN WITH SCHOLARSHIPS TO ATTEND EDUCATIONAL PROGRAMS AND ASSIST QUALIFIED CHILDREN WITH EDUCATIONAL NEEDS.$1,400$945
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN CATHCARTPresidentPT$0--
CRAIG NYSCHENSDirector-$0--
CARL WALKERDirector-$0--
RUTH WALKERDirector-$0--
RICHARD GALLOWAYDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Learning Foundation Inc
EIN
31-1655145
Phone
9705242706
Address
2280 SPRING CREEK RD, GYPSUM, CO 81637

Signing Officer

Name
Ann Cathcart
Title
President
Phone
9705242706
Signed
2015-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Green & Bridges Llp
Address
232 THIRD AVENUE, CARNEGIE, PA 15106
Preparer
Christopher S Green
Phone
4122763100
Supplemental Narrative

Additional Explanations

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

Description: dividends and capital gain distribu. Amount: 17376.

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

Description: bank service fees. Amount: 120.

Raw XML Appendix171 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THOMAS MACHT
IRS990EZ/BooksInCareOfDetail/PhoneNum09704712370
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02280 SPRING CREEK RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GYPSUM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd081637
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0249774
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0267605
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt01400
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt017831
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0825
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0249774
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0267605
IRS990EZ/GrossReceiptsAmt018776
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt017376
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0249774
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0267605
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0249774
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0267605
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANN CATHCART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CRAIG NYSCHENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARL WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RUTH WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RICHARD GALLOWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0120
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE FUNDS FOR CHILDREN WITH LEARNING DISABILITIES TO FURTHER THEIR EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE QUALIFYING CHILDREN WITH SCHOLARSHIPS TO ATTEND EDUCATIONAL PROGRAMS AND ASSIST QUALIFIED CHILDREN WITH EDUCATIONAL NEEDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0945
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0945
IRS990EZ/TotalProgramServiceExpensesAmt0945
IRS990EZ/TotalRevenueAmt018776
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020998
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt061725
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt041701
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt052206
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0178030
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt017376
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt034199
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt020379
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt013605
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt012447
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt098006
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt017376
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt034199
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt020379
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt013605
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt012447
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt098006
IRS990ScheduleA/InvestmentIncomeCYPct00.35490
IRS990ScheduleA/InvestmentIncomePYPct00.29810
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0121
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0121
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.64470
IRS990ScheduleA/PublicSupportPY509Pct00.70100
IRS990ScheduleA/PublicSupportTotal509Amt0178030
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01400
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt020998
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt061725
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt041701
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt052206
IRS990ScheduleA/Total509Grp/TotalAmt0178030
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt018776
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt055197
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt082225
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt055306
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt064653
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0276157
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDENDS AND CAPITAL GAIN DISTRIBU. AMOUNT: 17376.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK SERVICE FEES. AMOUNT: 120.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN CATHCART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09705242706
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LEARNING FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LEAR
ReturnHeader/Filer/EIN0311655145
ReturnHeader/Filer/PhoneNum09705242706
ReturnHeader/Filer/USAddress/AddressLine1Txt02280 SPRING CREEK RD
ReturnHeader/Filer/USAddress/CityNm0GYPSUM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081637
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251840054
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEN & BRIDGES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0232 THIRD AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARNEGIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015106
ReturnHeader/PreparerPersonGrp/PhoneNum04122763100
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER S GREEN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-06-01T12:41:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.03$2.03$0.16$0.40$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$2.27$0.24$0.35$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.38$2.38$0.04$0.16$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.50$2.50$0.04$0.08$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$0.00$2.53$0.15$0.01$0.14
2019Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.14$0.34$0.20
2018Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.16$0.23$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.67$0.00$2.67$0.20$0.17$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$0.00$2.64$0.13$0.06$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.21$0.32$0.11
2014Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.19$0.01$0.18
2013Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.55$0.73$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.68$0.00$2.68$0.82$0.61$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.47$0.00$2.47$0.62$0.51$0.11
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.00$2.36$0.66$0.60$0.07