Civic Intelligence

Richard H & Ann Shafer Foundation C/O Dinsmore & Shohl LLP

990PF • Fiscal year 2018 • EIN 31-6029095

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 04, 2019

Organization Profile
191 W Nationwide Boulevard Rm 300Columbus, OH 43215

(614) 227-4263

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

60th percentile

8.1%

Higher net margin than 60% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

44th percentile

0.1%

Faster asset growth than 44% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$8,245,663

Up $6,923 (+0.1%) from 2017

Net Assets

Up

$8,245,663

Up $292,293 (+3.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin60th percentile

Revenue

Up

$135,477

Up $1,250,508 (+112%) from 2017

Expenses

Down

$124,541

Down $4,603,265 (-97%) from 2017

Net Income

Up

$10,936

Up $5,853,773 (+100%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $15,779,880Liabilities 2010: $0Net Assets 2010: $15,779,8802010Assets 2012: $14,427,798Liabilities 2012: $0Net Assets 2012: $14,427,7982012Assets 2013: $14,225,528Liabilities 2013: $0Net Assets 2013: $14,225,5282013Assets 2014: $14,300,657Liabilities 2014: $0Net Assets 2014: $14,300,6572014Assets 2015: $14,079,266Liabilities 2015: $0Net Assets 2015: $14,079,2662015Assets 2017: $8,238,740Liabilities 2017: $0Net Assets 2017: $7,953,3702017Assets 2018: $8,245,663Liabilities 2018: $0Net Assets 2018: $8,245,6632018Assets 2020: $5,146,240Liabilities 2020: $0Net Assets 2020: $5,146,2402020Assets 2021: $5,460,196Liabilities 2021: $0Net Assets 2021: $5,460,1962021Assets 2022: $5,675,878Liabilities 2022: $0Net Assets 2022: $5,675,8782022Assets 2024: $5,822,563Liabilities 2024: $0Net Assets 2024: $5,822,5632024

Highlighted filing

2018

Assets$8,245,663
Liabilities$0
Net Assets$8,245,663
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$5.0M$0-$5.0M-$10MExpenses 2010: $284,2222010Expenses 2012: $1,408,3222012Revenue 2013: $249,600Expenses 2013: $451,870Net Income 2013: -$202,2702013Revenue 2014: $255,448Expenses 2014: $180,319Net Income 2014: $75,1292014Revenue 2015: $125,013Expenses 2015: $346,404Net Income 2015: -$221,3912015Revenue 2017: -$1,115,031Expenses 2017: $4,727,806Net Income 2017: -$5,842,8372017Revenue 2018: $135,477Expenses 2018: $124,541Net Income 2018: $10,9362018Revenue 2020: $119,617Expenses 2020: $138,074Net Income 2020: -$18,4572020Revenue 2021: $457,744Expenses 2021: $144,974Net Income 2021: $312,7702021Revenue 2022: $275,931Expenses 2022: $59,780Net Income 2022: $216,1512022Revenue 2024: $344,023Expenses 2024: $98,954Net Income 2024: $245,0692024

Highlighted filing

2018

Revenue$135,477
Expenses$124,541
Net Income$10,936
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 4, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS BONASERATrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Richard H & Ann Shafer Foundation
EIN
31-6029095
Phone
6142274263
Address
191 W NATIONWIDE BOULEVARD RM 300, COLUMBUS, OH 43215

Signing Officer

Name
Thomas Bonasera
Title
Trustee
Phone
6142274263
Signed
2019-10-04
Discuss with paid preparer
Yes

Preparer

Firm
Whalen & Company Cpas
Address
250 WEST OLD WILSON BRIDGE ROAD STE, WORTHINGTON, OH 43085
Preparer
Karen E Botti CPA
Phone
6143964200
Raw XML Appendix299 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt04570
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0FIFTH THIRD LONG-TERM GAIN/LOSS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1FIFTH THIRD LONG-TERM GAIN/LOSS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2FIFTH THIRD LONG-TERM GAIN/LOSS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0220746
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1603972
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt2187933
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0200202
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt2212272
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-20544
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt11347
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt224339
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm05TH 3RD - FIXED INCOME INVESTMEN
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt01000403
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1115964
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm05TH 3RD - EQUITY INVESTMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15TH 3RD - REAL ESTATE INVESTMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25TH 3RD - ALTERNATIVE STRATEGIES
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13250000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt021891
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04570
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt08776
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt097716
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt097716
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt010936
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01026569
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt021891
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt021891
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt072195
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt072195
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt013918
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt08776
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt010936
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04013
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08249676
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08238740
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08245663
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0416348
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0416348
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0416348
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0416464
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0116
IRS990PF/DistributableAmountGrp/TotalTaxAmt0116
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0116
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0116
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0116
IRS990PF/FMVAssetsEOYAmt08141700
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03071
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01028850
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt095000
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0229021
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0123147
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04776471
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0126842
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt03556500
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0416464
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08329276
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt0355650
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd043215
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0416348
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0416348
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03349678
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0416348
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02933330
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02933330
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02933330
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03349678
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt072195
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt072195
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt065000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt130000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM OHIO ROAD PAVING
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DUE FROM WARREN SLAG
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt065000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt130000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt065000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt130000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04013
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK/TAX DIFF GAIN ON SALE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt027
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt027
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONDIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01952
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01952
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt046010
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT FEES - 5TH 3RD
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt046010
ReductionExplanationStatement/ShortExplanationTxt010% LACK OF MARKETABILITY DISCOUNT PERMITTED BY SEC4942(E)(2)(A) IRC
TaxesSchedule/TaxesDetail/Amt0202
TaxesSchedule/TaxesDetail/Amt11537
TaxesSchedule/TaxesDetail/CategoryTxt0STATE FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0200
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11537
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS BONASERA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06142274263
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD H & ANN SHAFER FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O DINSMORE & SHOHL LLP
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0316029095
ReturnHeader/Filer/PhoneNum06142274263
ReturnHeader/Filer/USAddress/AddressLine1Txt0191 W NATIONWIDE BOULEVARD RM 300
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043215
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId098E221FE106B357F4A7489E96133E26002360AFC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId098E221FE106B357F4A7489E96133E26002360AFC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.202.50.162
ReturnHeader/FilingSecurityInformation/IPDt02019-10-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm018:00:59
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310984945
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHALEN & COMPANY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0250 WEST OLD WILSON BRIDGE ROAD STE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WORTHINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043085
ReturnHeader/PreparerPersonGrp/PhoneNum06143964200
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN E BOTTI CPA
ReturnHeader/ReturnTs02019-10-07T18:00:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,245,663
Liabilities
$0
Net assets
$8,245,663
Revenue
$135,477
Expenses
$124,541
Net income
$10,936
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$0.34$0.10$0.25
2022Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$0.28$0.06$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.46$0.00$5.46$0.46$0.14$0.31
2020Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$0.12$0.14$0.02
2018Detailed filing. Detailed filing data is available for this year.$8.25$0.00$8.25$0.14$0.12$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.24$0.00$7.95$1.12$4.73$5.84
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$0.00$14.1$0.13$0.35$0.22
2014Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$0.26$0.18$0.08
2013Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$0.25$0.45$0.20
2012Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$1.41
2010Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$0.28