Civic Intelligence

The Toots Foundation

990PF • Fiscal year 2017 • EIN 31-1679841

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 01, 2018

8110 Plainfield RdCincinnati, OH 45236

(513) 985-0033

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

9th percentile

-46%

Higher net margin than 9% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

32nd percentile

-1.9%

Faster asset growth than 32% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

9th percentile

-32%

Faster revenue growth than 9% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Down

$832,900

Down $15,815 (-1.9%) from 2016

Net Assets

Down

$832,900

Down $15,815 (-1.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$34,621

Down $16,490 (-32%) from 2016

Expenses

Down

$50,436

Down $794 (-1.5%) from 2016

Net Income

Down

-$15,815

Down $15,696 (-13190%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $1,052,691Liabilities 2010: $19,375Net Assets 2010: $1,033,3162010Assets 2011: $915,084Liabilities 2011: $0Net Assets 2011: $915,0842011Assets 2013: $861,240Liabilities 2013: $0Net Assets 2013: $861,2402013Assets 2014: $850,351Liabilities 2014: $0Net Assets 2014: $850,3512014Assets 2016: $848,715Liabilities 2016: $0Net Assets 2016: $848,7152016Assets 2017: $832,900Liabilities 2017: $0Net Assets 2017: $832,9002017Assets 2018: $855,268Liabilities 2018: $0Net Assets 2018: $855,2682018Assets 2019: $848,125Liabilities 2019: $0Net Assets 2019: $848,1252019Assets 2020: $858,150Liabilities 2020: $0Net Assets 2020: $858,1502020Assets 2021: $948,000Liabilities 2021: $0Net Assets 2021: $948,0002021Assets 2024: $239,406Liabilities 2024: $0Net Assets 2024: $239,4062024

Highlighted filing

2017

Assets$832,900
Liabilities$0
Net Assets$832,900

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $45,6402010Expenses 2011: $62,6382011Revenue 2013: $46,474Expenses 2013: $44,676Net Income 2013: $1,7982013Revenue 2014: $58,556Expenses 2014: $69,445Net Income 2014: -$10,8892014Revenue 2016: $51,111Expenses 2016: $51,230Net Income 2016: -$1192016Revenue 2017: $34,621Expenses 2017: $50,436Net Income 2017: -$15,8152017Revenue 2018: $76,718Expenses 2018: $54,350Net Income 2018: $22,3682018Revenue 2019: $40,444Expenses 2019: $47,587Net Income 2019: -$7,1432019Revenue 2020: $60,187Expenses 2020: $50,162Net Income 2020: $10,0252020Revenue 2021: $146,451Expenses 2021: $56,601Net Income 2021: $89,8502021Revenue 2024: $831,207Expenses 2024: $1,330,462Net Income 2024: -$499,2552024

Highlighted filing

2017

Revenue$34,621
Expenses$50,436
Net Income-$15,815
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 1, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HENRY W SCHNEIDERPresident/Treasurer-$0--
ANITA R SCHNEIDERVice President-$0--
BENJAMIN A SCHNEIDERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Toots Foundation
EIN
31-1679841
Phone
5139850033
Address
8110 PLAINFIELD RD, CINCINNATI, OH 45236

Signing Officer

Name
Henry Schneider
Title
President
Phone
5139850033
Signed
2018-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Smithpearlman & Co
Address
100 TECHNECENTER DRIVE SUITE 200, MILFORD, OH 45150
Preparer
Alvin M Pearlman CPA
Phone
5132489210
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AppliedToPriorYearElection/ElectionDesc0THE TRUSTEES OF THE TOOTS FOUNDATION ELECT UNDER IRS REGULATION 53.4942(A)-3(D)(2)TO APPLY EXCESS QUALIFYING DISTRIBUTIONS TO PRIOR YEARS UNDISTRIBUTED INCOME. $307 IS TO BE APPLIED TO 2012.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt416667
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt57575
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt610079
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt750000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt850000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VANGUARD MSCI EM MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1VANGUARD FTSE DEV MKS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ISHARES MSCI ACWI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3HENDERSON INTERNAT'L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4HARTFORD FLOATING RATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5INVESCO DEVELOPING MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6TEMPLETON GLOBAL BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7NANO TECHNOLOGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8THINKVINE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt019741
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt185862
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26843
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt347018
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt416347
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt58624
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt69105
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt750000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt850000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt023525
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt09464
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt033007
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt033007
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01575
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt09464
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt041400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt041400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01614
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt023525
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt023525
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-15815
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt085609
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt09464
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt027690
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt05317
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05317
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02144
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt041400
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05317
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt050436
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt033007
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt034621
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05317
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt09036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt076145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt09464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt09464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt085609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt09464
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-15815
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0832900
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0848715
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0832900
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt038747
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt038747
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt038747
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt039301
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0554
IRS990PF/DistributableAmountGrp/TotalTaxAmt0554
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0866
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0920
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0554
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0866
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0554
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0554
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01420
IRS990PF/FMVAssetsEOYAmt01014810
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt019468
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt015719
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt019468
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt019468
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt0900
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt0900
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0136400
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0135019
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0134830
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0385336
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0379311
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0538168
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0252568
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0270168
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0293540
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0847815
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0832000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt033483
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03831
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03831
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0848715
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0832900
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01014810
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0848715
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0832900
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0848715
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0832900
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt025209
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt025103

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