Civic Intelligence

The Edward Orton Jr Ceramics Foundation

990 • Fiscal year 2013 • EIN 31-4273500

Jul 01, 2012 to Jun 30, 2013 • Filed on Sep 25, 2013

Organization ProfileWWW.ORTONCERAMIC.COM

View Organization Page

6991 Old 3C Highway43082-9028
Siviq Scores

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

Liabilities / Assets

39th percentile

0.11x

Higher debt load relative to assets than 39% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

Score unavailable

No value available

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

Source year 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets39th percentile

Assets

$5,321,724

No earlier filing loaded for comparison.

Net Assets

$4,762,752

No earlier filing loaded for comparison.

Liabilities

$558,972

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$5,395,112

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2013: $5,321,724Liabilities 2013: $558,972Net Assets 2013: $4,762,7522013Assets 2014: $5,197,909Liabilities 2014: $433,141Net Assets 2014: $4,764,7682014Assets 2015: $4,919,501Liabilities 2015: $485,427Net Assets 2015: $4,434,0742015Assets 2016: $4,810,542Liabilities 2016: $331,571Net Assets 2016: $4,478,9712016Assets 2017: $4,778,586Liabilities 2017: $399,721Net Assets 2017: $4,378,8652017Assets 2018: $4,613,955Liabilities 2018: $444,563Net Assets 2018: $4,169,3922018Assets 2019: $4,953,939Liabilities 2019: $424,374Net Assets 2019: $4,529,5652019Assets 2021: $5,780,849Liabilities 2021: $540,464Net Assets 2021: $5,240,3852021Assets 2022: $6,398,452Liabilities 2022: $511,392Net Assets 2022: $5,887,0602022Assets 2023: $5,617,284Liabilities 2023: $1,689,465Net Assets 2023: $3,927,8192023Assets 2025: $6,065,646Liabilities 2025: $1,299,505Net Assets 2025: $4,766,1412025

Highlighted filing

2013

Assets$5,321,724
Liabilities$558,972
Net Assets$4,762,752
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MExpenses 2013: $5,395,1122013Revenue 2014: $5,261,396Expenses 2014: $5,259,380Net Income 2014: $2,0162014Revenue 2015: $5,063,244Expenses 2015: $5,393,933Net Income 2015: -$330,6892015Revenue 2016: $5,465,178Expenses 2016: $5,420,281Net Income 2016: $44,8972016Revenue 2017: $5,244,784Expenses 2017: $5,344,890Net Income 2017: -$100,1062017Revenue 2018: $5,060,759Expenses 2018: $5,270,232Net Income 2018: -$209,4732018Revenue 2019: $5,915,075Expenses 2019: $5,554,902Net Income 2019: $360,1732019Revenue 2021: $6,085,563Expenses 2021: $5,686,152Net Income 2021: $399,4112021Revenue 2022: $7,272,279Expenses 2022: $6,536,174Net Income 2022: $736,1052022Revenue 2023: $7,133,530Expenses 2023: $9,092,771Net Income 2023: -$1,959,2412023Revenue 2025: $7,301,614Expenses 2025: $6,910,438Net Income 2025: $391,1762025

Highlighted filing

2013

Revenue-
Expenses$5,395,112
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Sep 25, 2013
Return Version
2012v2.1
Gross Receipts
$5,639,036
Mission and Program Overview

Mission

To provide high quality products, equipment and testing services for evaluating and validating thermal processing of materials. To be a sustaining resource for the advancement of the materials community through education and research.

Filing and Contact Details

Filer

EIN
31-4273500
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IRS990ScheduleA/GeneralExplanation0THE WILL OF EDWARD ORTON JR. ESTABLISHED A TRUST IN 1932 TO BE KNOWN AS "THE EDWARD ORTON JR. CERAMIC FOUNDATION". THE FIRST AND PRIMARY PURPOSE OF THE TRUST IS TO "PROVIDE A STABLE AND DEPENDABLE ORGANIZATION FOR CONTINUING THE MANUFACTURE AND SALE OF STANDARD PYROMETRIC CONES". THE TRUST AUTHORIZES THE BOARD OF TRUSTEES TO "ALTER THE SCOPE OF THE BUSINESS AND TO EMBARK IN ALLIED OR COGNATE LINES OF MANUFACTURE WHEN AND INFSOFAR AS SAID BOARD SHALL FIND SUCH STEPS NECESSARY OR ADVISABLE OWING TO CHANGES OF INDUSTRIAL CONDITIONS OR SCIENTIFIC DISCOVERIES". THE TRUST'S SECOND AND SUBSIDIARY PURPOSE CALLS FOR "THE PROSECUTION OF STUDIES AND RESEARCHES FOR OVERCOMING TECHNICAL AND MANUFACTURING DIFFICULTIES, AND FOR THUS ADVANCING THE CERAMIC ARTS AND INDUSTRIES IN THE UNITED STATES." THESE "STUDIES AND RESEARCHES" ARE TO BE FUNDED FROM THE OPERATING SURPLUS OF THE FOUNDATION. ALL STUDIES AND RESEARCH ACTIVITIES ARE REVIEWED ANNUALLY BY THE FOUNDATION'S RESEARCH COMMITTEE (OUTSIDE REVIEW COMMITTEES CAN BE ENLISTED BY THE COMMITTEE AS REQUIRED) AND APPROVED BY THE FOUNDATION'S BOARD OF TRUSTEES. THE GENERAL MANAGER AND/OR RESEARCH DIRECTOR MANAGE RESEARCH EXPENDITURES IN A MANNER THAT IS CONSISTENT WITH THE DIRECTIVES IN THE WILL AND IN ACCORDANCE WITH AN APPROVED STRATEGIC RESEARCH PLAN. THIS RESEARCH POLICY SETS FORTH THE GUIDELINES FOR ALLOCATION OF THESE RESEARCH FUNDS. THE RESEARCH PLAN DESCRIBES THE FOUNDATION'S INTERESTS AND THE REQUIREMENTS AND PROCEDURES FOR INITIATING FUNDED PROJECTS. PRINCIPLES FOR DETERMINING FUNDS AVAILABLE: THE BOARD OF TRUSTEES WILL ON A YEAR-BY-YEAR BASIS DETEMINE THE FUNDS AVAILABLE FOR"STUDIES AND RESEARCH" CRITERIA FOR SELECTION OF RESEARCH ACTIVITIES: 1. EXPENDITURES FOR STUDIES AND RESEARCH WILL BE BASED ON A LONG-TERM STRATEGIC RESEARCH PLAN DEVELOPED BY THE RESEARCH COMMITTEE AND APPROVED BY THE BOARD OF TRUSTEES. 2. ANNUALLY, THE RESEARCH COMMITTEE WILL REVIEW EXISTING AND PROPOSED EXPENDITURES, RANK THESE ACTIVITIES, AND RECOMMEND FUNDING LEVELS TO THE GENERAL MANAGER AND THE BOARD OF TRUSTEES. ONCE A BUDGET IS APPROVED, THE GENERAL MANAGER WILL AUTHORIZE EXPENDITURES. THE RESEARCH DIRECTOR WILL MONITOR ONGOING ACTIVITIES AND REPORT PROGRESS TO THE GENERAL MANAGER AND THE RESEARCH COMMITTEE. 3. RESEARCH WILL BE FOCUSED ON ACTIVITIES THAT OFFER THE MOST POTENTIAL BENEFIT FOR ADDRESSING THE TECHNICAL AND MANUFACTURING NEEDS OF THE FOUNDATION AND THE CERAMIC ARTS AND INDUSTRIES. 4. THE GENERAL MANAGER AND RESEARCH DIRECTOR WILL SET CRITERIA AND SPECIFICATIONS FOR THE AWARD OF FUNDS FOR STUDIES AND RESEARCH ACTIVITIES, WITH APPROVAL BY THE BOARD OF TRUSTEES. MERIT WILL BE DETERMINED BASED ON THE FOLLOWING CRITERIA: --ACTIVITY IS RELEVANT TO PURPOSES AND GUIDELINES OF THE EDWARD ORTON JR. WILL --ACTIVITY OVERCOMES A TECHNICAL OR MANUFACTURING DIFFICULTY. --TECHNICAL APPROACH AND CAPABILITIES AVAILABLE IS SUFFICIENT --RESULTS WILL BE IMPORTANT TO THE NEEDS OF ORTON AND CERAMIC ARTS AND INDUSTRIES. --ORTON FUNDS WILL LEVERAGE FUNDS FROM OTHER SOURCES --ORTON'S REPUTATION CAN BE ENHANCED --THERE IS A CLEAR PATH TO COMMERCIALIAZTION OR USE OF THE TECHNOLOGY 5. AS A GUIDELINE PROJECTS REQUIRING MORE THAN 18 MONTHS AND REPRESENTING ENABLING TECHNOLOGY WILL USUALLY BE IDENTIFIED AS RESEARCH PROJECTS. RESEARCH PROJECTS ARE NOT INTENDED TO GENERATE PROSECUTABLE INTELLECTUAL PROPERTY.
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IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear05636158
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year05472761
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years05579344
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years04581779
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years04263574
IRS990ScheduleA/Total509/Total025533616
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear05639036
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year05480952
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years05586775
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years04597057
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years04295022
IRS990ScheduleA/TotalSupportTotal/Total025598842
IRS990/ScheduleBRequired0false
IRS990ScheduleD/Buildings/BookValue01446213
IRS990ScheduleD/Buildings/Depreciation02151902
IRS990ScheduleD/Buildings/OtherCostOrOtherBasis03598115
IRS990ScheduleD/ExpensesSubtotal05395112
IRS990ScheduleD/Land/BookValue012000
IRS990ScheduleD/Land/OtherCostOrOtherBasis012000
IRS990ScheduleD/RevenueSubtotal05639036
IRS990ScheduleD/TotalExpensesPerForm99005395112
IRS990ScheduleD/TotalOfBookValueLandBuildings01458213
IRS990ScheduleD/TotalRevenuePerForm99005639036
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt05395112
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt05639036
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine101960 KENNY ROAD
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine11PO BOX 911911
IRS990ScheduleI/RecipientTable/AddressUS/City0COLUMBUS
IRS990ScheduleI/RecipientTable/AddressUS/City1DENVER
IRS990ScheduleI/RecipientTable/AddressUS/State0OH
IRS990ScheduleI/RecipientTable/AddressUS/State1CO
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode0432101063
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode180291
IRS990ScheduleI/RecipientTable/AmountOfCashGrant0101377
IRS990ScheduleI/RecipientTable/AmountOfCashGrant199996
IRS990ScheduleI/RecipientTable/EINOfRecipient0316401599
IRS990ScheduleI/RecipientTable/EINOfRecipient1840509064
IRS990ScheduleI/RecipientTable/IRCSection0C3
IRS990ScheduleI/RecipientTable/IRCSection1C 3
IRS990ScheduleI/RecipientTable/MethodOfValuation0FMV
IRS990ScheduleI/RecipientTable/MethodOfValuation1FMV
IRS990ScheduleI/RecipientTable/PurposeOfGrant0RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrant1RESEARCH
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10THE OHIO STATE UNIVERSITY RESEARCH
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine11COLORADO SCHOOL OF MINES
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine20RESEARCH FOUNDATION
IRS990ScheduleI/RecordsMaintained0false
IRS990ScheduleJ/AnyNonFixedPayments0false
IRS990ScheduleJ/CompBasedNetEarningsFilingOrg0false
IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs0false
IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg0true
IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs0false
IRS990ScheduleJ/EquityBasedCompArrangement0false
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg0164062
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg1125164
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg070000
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg113850
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg036087
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg118998
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0KEY EMPLOYEE PAY FOR PERFORMANCE PLAN: THE GOAL IS TO PROVIDE AN INDIVIDUAL THE OPPORTUNITY TO EARN UP TO AN ADDITIONAL 12.5% OF THE INDIVIDUAL'S BASE PAY DETERMINED BY MEETING SPECIFIC GOALS AGREED TO BY THE EMPLOYEE & GENERAL MANAGER. TO EMPHASIZE THE IMPORTANCE OF TEAMWORK, THE KEY EMPLOYEE PLAN WILL REVERT TO A POTENTIAL OF 5% EARNING OPPORTUNITY IF ORTON'S BUDGETED OVERALL REVENUES & MARGINS ARE NOT MET. THE ACCRUAL RATE FOR THE KEY EMPLOYEE PLAN WILL BE DETERMINED EACH MONTH DEPENDING ON THE OVERALL PERFORMANCE OF THE FOUNDATION. BONUSES ARE NORMALLY PAID DURING THE SECOND MONTH FOLLOWING THE END OF THE PRIOR FISCAL YEAR.
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier0COMPENSATION CONTINGENT UPON REVENUES OF ORGANIZATION
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0SCHEDULE J, PAGE 1, PART I, LINE 5A
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0J GARY CHILDRESS
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1JOSEPH HOMENY
IRS990ScheduleJ/Form990ScheduleJPartII/Title0SECYGEN MGR
IRS990ScheduleJ/Form990ScheduleJPartII/Title1DIRECTOR OF TESTING
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg0270149
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg1158012
IRS990ScheduleJ/InitialContractException0false
IRS990/ScheduleJRequired0true
IRS990ScheduleJ/SeverancePayment0false
IRS990ScheduleJ/SupplementalNonqualRetirePlan0false
IRS990ScheduleO/GeneralExplanation/Explanation0TO PROVIDE HIGH QUALITY PRODUCTS, EQUIPMENT AND TESTING SERVICES FOR EVALUATING AND VALIDATING THERMAL PROCESSING OF MATERIALS. TO BE A SUSTAINING RESOURCE FOR THE ADVANCEMENT OF THE MATERIALS COMMUNITY THROUGH EDUCATION AND RSEARCH.
IRS990ScheduleO/GeneralExplanation/Explanation1ACCOUNTING MANAGER, GENERAL MANAGER, BOARD OF TRUSTEES CHAIRMAN, BOARD OF TRUSTEES TREASURER AND BOARD OF TRUSTEES ATTORNEY REVIEW THE 990 PRIOR TO FILING.
IRS990ScheduleO/GeneralExplanation/Explanation2BOARD OF TRUSTEES REVIEW THE GENERAL MANGER'S COMPENSATION. GENERAL MANAGER REVIEWS THE KEY EMPLOYEES' COMPENSATION. DURING THE REVIEW PRIOR YEAR GOALS AND CURRENT YEAR GOALS ARE DISCUSSED. THE GENERAL MANAGER UTILIZES SALARY SURVEY DATA FOR THE GEOGRAPHIC AREA.
IRS990ScheduleO/GeneralExplanation/Explanation3SEE RESPONSE TO PART A.
IRS990ScheduleO/GeneralExplanation/Explanation4GOVERNING DOCUMENTS (EDWARD ORTON, JR WILL), ARE ONFILE WITH THE PROBATE COURT OF FRANKLIN COUNTY, OHIO. NO CONFLICT OF INTEREST POLICY CURRENTLY EXISTS. EMPLOYEE POLICIES ARE STATED IN THE EMPLOYEE HANDBOOK. FINANCIAL STATEMENTS ARE FILED WITH DUN & BRADSTREET & AVAILABLE VIA GUIDESTAR. AUDITED FINANCIAL STATEMENTS ARE FILED WITH THE PROBATE COURT OF FRANKLIN COUNTY, OHIO. ALSO, IF REQUESTED COPIES PROVIDED AT RATE ALLOWED BY IRS.
IRS990ScheduleO/GeneralExplanation/Explanation5ROUNDING 3 ROUNDING 0
IRS990ScheduleO/GeneralExplanation/Identifier0ORGANIZATION'S MISSION
IRS990ScheduleO/GeneralExplanation/Identifier1ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier2COMPENSATION PROCESS FOR TOP OFFICIAL
IRS990ScheduleO/GeneralExplanation/Identifier3COMPENSATION PROCESS FOR OFFICERS
IRS990ScheduleO/GeneralExplanation/Identifier4GOVERNING DOCUMENTS DISCLOSURE EXPLANATION

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,321,724
Liabilities
$558,972
Net assets
$4,762,752
Revenue
-
Expenses
$5,395,112
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.07$1.30$4.77$7.30$6.91$0.39
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.62$1.69$3.93$7.13$9.09$1.96
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.40$0.51$5.89$7.27$6.54$0.74
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.78$0.54$5.24$6.09$5.69$0.40
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.95$0.42$4.53$5.92$5.55$0.36
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.61$0.44$4.17$5.06$5.27$0.21
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.78$0.40$4.38$5.24$5.34$0.10
2016Detailed filing. Detailed filing data is available for this year.$4.81$0.33$4.48$5.47$5.42$0.04
2015Detailed filing. Detailed filing data is available for this year.$4.92$0.49$4.43$5.06$5.39$0.33
2014Detailed filing. Detailed filing data is available for this year.$5.20$0.43$4.76$5.26$5.26$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.32$0.56$4.76$5.40