Civic Intelligence

Frank M Tait Foundation

990PF • Fiscal year 2017 • EIN 31-6037499

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 06, 2018

Organization Profile
40 North Main Street No 1530Dayton, OH 45423

(937) 222-2401

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

27th percentile

0.02x

Higher debt load relative to revenue than 27% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

91st percentile

60%

Higher net margin than 91% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$47,004

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

70th percentile

10.0%

Faster asset growth than 70% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

241%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$7,559,947

Up $686,521 (+10.0%) from 2016

Net Assets

Up

$7,533,129

Up $663,537 (+9.7%) from 2016

Liabilities

Up

$26,818

Up $22,984 (+599%) from 2016

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin91st percentile

Revenue

Up

$1,086,721

Up $768,013 (+241%) from 2016

Expenses

Up

$438,457

Up $18,378 (+4.4%) from 2016

Net Income

Up

$648,264

Up $749,635 (+739%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$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

2017

Assets$7,559,947
Liabilities$26,818
Net Assets$7,533,129
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$1,086,721
Expenses$438,457
Net Income$648,264
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 6, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER A ROERExecutive DirectorPT$47,004-$47,004
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 DAYTONIT ALL STARTS AT BIRTHPCDAYTON, OH, US$105,175
Paid Grant4C FOR CHILDREN - MIAMI VALLEYIMPROVING EARLY LEARNING QUALITYPCDAYTON, OH, US$35,000
Paid GrantAIR CAMPAIR CAMPPCDAYTON, OH, US$25,000
Paid GrantDAYTON ART INSTITUTEEXPERICENTER EXHIBITPCDAYTON, OH, US$20,000
Paid GrantEAST END COMMUNITY SERVICESMIRACLE MAKERS PARENT UNIVERSITYPCDAYTON, OH, US$20,000
Paid GrantVICTORIA THEATRE ASSOCIATIONTHE TAIT FOUNDATION DISCOVERY THEATREPCDAYTON, OH, US$20,000
Paid GrantYMCA OF GREATER DAYTONPOWER SCHOLARS PROGRAM IN HUBER HEIGHTSPCDAYTON, OH, US$20,000
Paid GrantBIG BROTHERS BIG SISTERS OF THE GREATER MIAMI VALLEYEVERY THIRD GRADERPCDAYTON, OH, US$15,000
Paid GrantDAYTON PERFORMING ARTS ALLIANCESCHOOL PARTNERS WITH ARTISTS REACHING KIDS (SPARK)PCDAYTON, 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 GrantGOODWILL EASTER SEALSCHILD ASSESSMENT SERVICEPCDAYTON, OH, US$10,000
Paid GrantOHIO PREVENTS BLINDNESSSTAR PUPILS PROGRAM IN MONTGOMERY COUNTYPCCOLUMBUS, OH, US$10,000
Paid GrantADVOCATES FOR BASIC LEGAL EQUALITY (ABLE)MEDICAL LEGAL PARTNERSHIP FOR CHILDRENPCDAYTON, 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
Jennifer Roer
Title
Trustee
Phone
9372222401
Signed
2018-04-06
Discuss with paid preparer
Yes

Preparer

Firm
Goldshot Lamb & Hobbs Inc
Address
3066 KETTERING BLVD, DAYTON, OH 45439
Preparer
Anthony a Colussi
Phone
9372973400
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82MORGAN STANLE 5.85% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83WELLS FARGO BK 7.5% PFD
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt04700
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt047004
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0438457
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01080170
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01086721
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt092782
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42011-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52013-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92016-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102011-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112016-06-03

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,559,947
Liabilities
$26,818
Net assets
$7,533,129
Revenue
$1,086,721
Expenses
$438,457
Net income
$648,264
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
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