Civic Intelligence

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

990PF • Fiscal year 2019 • EIN 31-6029095

Jan 01, 2019 to Dec 31, 2019 • Filed on May 27, 2020

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

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

100th percentile

231%

Higher net margin than 100% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

2nd percentile

-37%

Faster asset growth than 2% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

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

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$5,163,406

Down $3,075,334 (-37%) from 2017

Net Assets

Down

$5,163,406

Down $2,789,964 (-35%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$1,328,861

Down $213,830 (-19%) from 2017

Expenses

Down

$1,746,737

Down $2,981,069 (-63%) from 2017

Net Income

Up

-$3,075,598

Up $2,767,239 (+47%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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 2019: $5,163,406Liabilities 2019: $0Net Assets 2019: $5,163,4062019Assets 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

2019

Assets$5,163,406
Liabilities$0
Net Assets$5,163,406
Open 2019 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 2019: -$1,328,861Expenses 2019: $1,746,737Net Income 2019: -$3,075,5982019Revenue 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

2019

Revenue-$1,328,861
Expenses$1,746,737
Net Income-$3,075,598
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 27, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay30th 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
2020-05-27
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 Appendix303 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2FIFTH THIRD LONG TERM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15TH 3RD - REAL ESTATE INVESTMENT
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01500000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01500000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt078566
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3075598
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02553251
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt030836
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt030836
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0192737
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0897
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0897
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt047724
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01561
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0246737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01529
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3075598
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt06659
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05170065
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08245663
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0276082
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0276082
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0276082
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0276082
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IRS990PF/FMVAssetsEOYAmt05669660
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05605732
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0339510
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04959722
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0306500
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0276082
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05521646
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt030650
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0276082
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0276082
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02933330
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04157248
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01223918
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02933330
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01500000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01223918
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04157248
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02933330
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0192737
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0192737
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
OtherDecreasesSchedule/OtherDecreasesDetail/Amt06659
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK/TAX DIFF GAIN ON SALE
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONDIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0897
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0897
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt047724
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT FEES - 5TH 3RD
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt047724
ReductionExplanationStatement/ShortExplanationTxt010% LACK OF MARKETABILITY DISCOUNT PERMITTED BY SEC4942(E)(2)(A) IRC
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/Amt11161
TaxesSchedule/TaxesDetail/Amt2200
TaxesSchedule/TaxesDetail/CategoryTxt0STATE FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt2TAX SERVICE FEE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0200
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11161
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2200
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS BONASERA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06142274263
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-27
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/AtSubmissionCreationDeviceId07AD26F20A3111581DBB009319A148AD9C44389A4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07154D3B9ABDDCB13FBB0CA406438E72978B61B00
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.218.105.226
ReturnHeader/FilingSecurityInformation/IPDt02020-05-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:15:06
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/PreparationDt02020-05-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN E BOTTI CPA
ReturnHeader/ReturnTs02020-05-27T10:15:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,163,406
Liabilities
$0
Net assets
$5,163,406
Revenue
-$1,328,861
Expenses
$1,746,737
Net income
-$3,075,598
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
2019Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$1.33$1.75$3.08
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