Civic Intelligence

Senior Adults Educational Foundation

990PF • Fiscal year 2021 • EIN 31-1800552

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 01, 2021

2808 Mack RdFairfield, OH 45014

(513) 200-2657

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

41st percentile

2.0%

Higher net margin than 41% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

78th percentile

33%

Faster asset growth than 78% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

95th percentile

370%

Faster revenue growth than 95% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$20

Up $5 (+33%) from 2020

Net Assets

Up

$20

Up $20 from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$1,010

Up $795 (+370%) from 2020

Expenses

Up

$990

Up $790 (+395%) from 2020

Net Income

Up

$20

Up $5 (+33%) from 2020

Historical Trend

Balance Sheet Trend

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

$100$50$0Assets 2011: $0Liabilities 2011: $0Net Assets 2011: $02011Assets 2012: $5Liabilities 2012: $0Net Assets 2012: $52012Assets 2014: $15Liabilities 2014: $0Net Assets 2014: $152014Assets 2017: $95Liabilities 2017: $0Net Assets 2017: $352017Assets 2018: $35Liabilities 2018: $0Net Assets 2018: $352018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $15Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $20Liabilities 2021: $0Net Assets 2021: $202021Assets 2022: $45Liabilities 2022: $0Net Assets 2022: $252022Assets 2023: $40Liabilities 2023: $0Net Assets 2023: $402023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $802024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $942025

Highlighted filing

2021

Assets$20
Liabilities$0
Net Assets$20

Operations Trend

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

$1.5K$1.0K$500$0Expenses 2011: $72011Expenses 2012: $202012Revenue 2014: $100Expenses 2014: $85Net Income 2014: $152014Revenue 2017: $100Expenses 2017: $50Net Income 2017: $502017Revenue 2018: $100Expenses 2018: $100Net Income 2018: $02018Revenue 2019: $25Expenses 2019: $25Net Income 2019: $02019Revenue 2020: $215Expenses 2020: $200Net Income 2020: $152020Revenue 2021: $1,010Expenses 2021: $990Net Income 2021: $202021Revenue 2022: $1,100Expenses 2022: $1,075Net Income 2022: $252022Revenue 2023: $25Expenses 2023: $10Net Income 2023: $152023Revenue 2024: $165Expenses 2024: $125Net Income 2024: $402024Revenue 2025: $0Expenses 2025: $0Net Income 2025: $02025

Highlighted filing

2021

Revenue$1,010
Expenses$990
Net Income$20
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 1, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BELINDA WOODSExec DirectorPT$0--
JEFFREY W PATTONCheif DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Senior Adult Foundation
EIN
31-1800552
Address
2808 MACK RD, FAIRFIELD, OH 45014

Signing Officer

Name
Belinda Woods
Title
Executive Director
Signed
2021-07-01

Preparer

Firm
Economy Financial Services LLC
Address
5581 DENDY TRACE, FAIRBURN, GA 30213
Preparer
Belinda Woods
Phone
5132002657
Raw XML Appendix136 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
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0990
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01010
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0990
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01010
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt020
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt040
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt020
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt040
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt020
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt015
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt020
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt020
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt020
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt020
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt015
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt020
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt020
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt020
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt020
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt020
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt020
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BELINDA WOODS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JEFFREY W PATTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0EXEC DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1cheif dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05581 DENDY TRACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt19602 WINTON RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FAIRBURN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd030213
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd145231
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0990
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt0990
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0990
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BELINDA WOODS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05581 DENDY TRCE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FAIRBURN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd030213
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05132002657
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0JEHOVAHS WITNESSES
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt0990
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt0990
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0990
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0990
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0990
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0990
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0990
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BELINDA WOODS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SENIOR ADULT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SENI
ReturnHeader/Filer/EIN0311800552
ReturnHeader/Filer/USAddress/AddressLine1Txt02808 MACK RD
ReturnHeader/Filer/USAddress/CityNm0FAIRFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045014
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ECONOMY FINANCIAL SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05581 DENDY TRACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FAIRBURN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030213
ReturnHeader/PreparerPersonGrp/PhoneNum05132002657
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BELINDA WOODS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-07-15T10:12:33-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BELINDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WOODS
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings