Civic Intelligence

Frank M Tait Foundation

EIN 31-6037499 • Dayton, OH

40 North Main Street No 1530Dayton, OH 45423
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.02x

Higher debt load relative to revenue than 33% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Net Margin

62nd percentile

13%

Higher net margin than 62% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$53,500

Higher top officer pay than 40% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Asset Growth

61st percentile

6.8%

Faster asset growth than 61% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

125%

Faster revenue growth than 89% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$9,313,813

Up $592,082 (+6.8%) from 2023

Liabilities

Up

$8,572

Up $4,114 (+92%) from 2023

Net Assets

Up

$9,305,241

Up $587,968 (+6.7%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin62nd percentile

Revenue

Up

$564,661

Up $314,179 (+125%) from 2023

Expenses

Up

$492,096

Up $70,638 (+17%) from 2023

Net Income

Up

$72,565

Up $243,541 (+142%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2010: $6,584,547Liabilities 2010: $4,044Net Assets 2010: $6,580,5032010Assets 2011: $7,137,169Liabilities 2011: $34,960Net Assets 2011: $7,102,2092011Assets 2012: $7,044,068Liabilities 2012: $3,334Net Assets 2012: $7,040,7342012Assets 2013: $7,069,350Liabilities 2013: $5,498Net Assets 2013: $7,063,8522013Assets 2014: $7,364,903Liabilities 2014: $143,567Net Assets 2014: $7,221,3362014Assets 2015: $6,962,428Liabilities 2015: $3,834Net Assets 2015: $6,958,5942015Assets 2016: $6,873,426Liabilities 2016: $3,834Net Assets 2016: $6,869,5922016Assets 2017: $7,559,947Liabilities 2017: $26,818Net Assets 2017: $7,533,1292017Assets 2018: $7,302,214Liabilities 2018: $4,000Net Assets 2018: $7,298,2142018Assets 2019: $7,104,516Liabilities 2019: $4,381Net Assets 2019: $7,100,1352019Assets 2020: $6,828,783Liabilities 2020: $4,632Net Assets 2020: $6,824,1512020Assets 2021: $9,993,146Liabilities 2021: $7,434Net Assets 2021: $9,985,7122021Assets 2022: $8,030,866Liabilities 2022: $36,279Net Assets 2022: $7,994,5872022Assets 2023: $8,721,731Liabilities 2023: $4,458Net Assets 2023: $8,717,2732023Assets 2024: $9,313,813Liabilities 2024: $8,572Net Assets 2024: $9,305,2412024

Highlighted filing

2024

Assets$9,313,813
Liabilities$8,572
Net Assets$9,305,241
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $345,8572010Expenses 2011: $410,5812011Expenses 2012: $365,1912012Revenue 2013: $481,975Expenses 2013: $416,762Net Income 2013: $65,2132013Revenue 2014: $538,854Expenses 2014: $435,697Net Income 2014: $103,1572014Revenue 2015: $180,364Expenses 2015: $417,925Net Income 2015: -$237,5612015Revenue 2016: $318,708Expenses 2016: $420,079Net Income 2016: -$101,3712016Revenue 2017: $1,086,721Expenses 2017: $438,457Net Income 2017: $648,2642017Revenue 2018: $227,737Expenses 2018: $463,091Net Income 2018: -$235,3542018Revenue 2019: $277,285Expenses 2019: $474,374Net Income 2019: -$197,0892019Revenue 2020: $179,123Expenses 2020: $451,208Net Income 2020: -$272,0852020Revenue 2021: $492,233Expenses 2021: $495,266Net Income 2021: -$3,0332021Revenue 2022: $2,779,762Expenses 2022: $462,087Net Income 2022: $2,317,6752022Revenue 2023: $250,482Expenses 2023: $421,458Net Income 2023: -$170,9762023Revenue 2024: $564,661Expenses 2024: $492,096Net Income 2024: $72,5652024

Highlighted filing

2024

Revenue$564,661
Expenses$492,096
Net Income$72,565
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$9,313,813
Liabilities
$8,572
Net assets
$9,305,241
Revenue
$564,661
Expenses
$492,096
Net income
$72,565
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.31$0.01$9.31$0.56$0.49$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.72$0.00$8.72$0.25$0.42$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.03$0.04$7.99$2.78$0.46$2.32
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.99$0.01$9.99$0.49$0.50$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.83$0.00$6.82$0.18$0.45$0.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.10$0.00$7.10$0.28$0.47$0.20
2018Detailed filing. Detailed filing data is available for this year.$7.30$0.00$7.30$0.23$0.46$0.24
2017Detailed filing. Detailed filing data is available for this year.$7.56$0.03$7.53$1.09$0.44$0.65
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.87$0.00$6.87$0.32$0.42$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.96$0.00$6.96$0.18$0.42$0.24
2014Detailed filing. Detailed filing data is available for this year.$7.36$0.14$7.22$0.54$0.44$0.10
2013Detailed filing. Detailed filing data is available for this year.$7.07$0.01$7.06$0.48$0.42$0.07
2012Detailed filing. Detailed filing data is available for this year.$7.04$0.00$7.04$0.37
2011Detailed filing. Detailed filing data is available for this year.$7.14$0.03$7.10$0.41
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.58$0.00$6.58$0.35
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 19, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER A ROERExecutive DirectorPT$48,000-$48,000
IRVIN G BIESER JRChairman-$0--
THOMAS BREITENBACHTrustee-$0--
ALLEN M HILLTrustee-$0--
R DANIEL SADLIERTrustee-$0--
JAMES M WOODHULL IITrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLEARN TO EARN DAYTONBIRTH - 3 SUPPORTSPCDAYTON, OH, US$75,000
Paid Grant4C FOR CHILDREN - MIAMI VALLEYIMPROVING EARLY LEARNING QUALITYPCDAYTON, OH, US$35,000
Paid GrantEAST END COMMUNITY SERVICESMIRACLE MAKERS PARENT UNIVERSITYPCDAYTON, OH, US$30,000
Paid GrantAIR CAMPAIR CAMPPCDAYTON, OH, US$20,000
Paid GrantDAYTON ART INSTITUTEEXPERICENTER EXHIBITPCDAYTON, OH, US$20,000
Paid GrantVICTORIA THEATRE ASSOCIATIONTHE TAIT FOUNDATION DISCOVERY THEATREPCDAYTON, OH, US$20,000
Paid GrantSINCLAIR COMMUNITY COLLEGE FOUNDATIONEARLY CHILDHOOD EDUCATION SCHOLARSHIPSPCDAYTON, OH, US$20,000
Paid GrantDAYTON METRO LIBRARYA MUSICAL EXPERIENCE FOR THIRD GRADE READINGPCDAYTON, OH, US$15,000
Paid GrantBIG BROTHERS BIG SISTERS OF THE GREATER MIAMI VALLEYEVERY THIRD GRADERPCDAYTON, OH, US$15,000
Paid GrantDAYTON PERFORMING ARTS ALLIANCEQ THE MUSICPCDAYTON, OH, US$15,000
Paid GrantMUSE MACHINEELEMENTARY ARTS EDUCATION PROGRAMPCDAYTON, OH, US$15,000
Paid GrantMEMORIAL UNITED CHURCH OF CHRISTKIDS IN NEW DIRECTIONS (KIND)PCDAYTON, OH, US$13,000
Paid GrantDAYTON CRAYONS TO CLASSROOMSEARLY LEARNERS PROGRAMPCDAYTON, OH, US$12,500
Paid GrantDAYTON ART INSTITUTECENTENNIAL PROGRAMMINGPCDAYTON, OH, US$10,000
Paid GrantDAYTON CONTEMPORARY DANCE COMPANYBUILDING BLOCKS TO READINESSPCDAYTON, OH, US$10,000
Paid GrantGOODWILL EASTER SEALSCHILD ASSESSMENT SERVICEPCDAYTON, OH, US$10,000
Paid GrantOHIO PREVENTS BLINDNESSSTAR PUPILS PROGRAM IN MONTGOMERY COUNTYPCCOLUMBUS, OH, US$10,000
Paid GrantTHINK TV NETWORKFAIRVIEW PROJECT WILDPCDAYTON, OH, US$10,000
Filing and Contact Details

Filer

Filer Name
Frank M Tait Foundation
EIN
31-6037499
Phone
9372222401
Address
40 NORTH MAIN STREET NO 1530, DAYTON, OH 45423

Signing Officer

Name
Irvin G Bieser Jr
Title
Trustee
Phone
9372222401
Signed
2019-03-19
Discuss with paid preparer
Yes

Preparer

Firm
Goldshot Lamb & Hobbs Inc
Address
3066 KETTERING BLVD, DAYTON, OH 45439
Preparer
Anthony a Colussi
Phone
9372973400
Raw XML AppendixShowing 400 of 1,629 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-08-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-08-01

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