Civic Intelligence

Frank M Tait Foundation

990PF • Fiscal year 2018 • EIN 31-6037499

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 19, 2019

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

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

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

Liabilities / Revenue

26th percentile

0.02x

Higher debt load relative to revenue than 26% of similar nonprofits.

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

Net Margin

4th percentile

-103%

Higher net margin than 4% of similar nonprofits.

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

Top Officer Pay

35th percentile

$48,000

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 21.1% of source-year revenue.

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

Asset Growth

26th percentile

-3.4%

Faster asset growth than 26% of similar nonprofits.

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

Revenue Growth

2nd percentile

-79%

Faster revenue growth than 2% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$7,302,214

Down $257,733 (-3.4%) from 2017

Net Assets

Down

$7,298,214

Down $234,915 (-3.1%) from 2017

Liabilities

Down

$4,000

Down $22,818 (-85%) from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin4th percentile

Revenue

Down

$227,737

Down $858,984 (-79%) from 2017

Expenses

Up

$463,091

Up $24,634 (+5.6%) from 2017

Net Income

Down

-$235,354

Down $883,618 (-136%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2018

Assets$7,302,214
Liabilities$4,000
Net Assets$7,298,214
Open 2018 Filing

Operations Trend

Revenue Growth2nd 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

2018

Revenue$227,737
Expenses$463,091
Net Income-$235,354
Open 2018 Filing
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 Pay35th 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--
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
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41ALBEMARLE CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43BANK OF NOVA SCOTIA
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45BROADCOM LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48DIAGEO PLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50FANUC CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51HDFC BANK LIMITD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55KUBOTA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MEDTRONIC PLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MICROSOFT CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62SAP SE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75WELLS FARGO BK 7.5% PFD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79MONDELEZ INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83SIMON PPTY GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84BAXTER INTERNTNL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85BECTON DICKINSON & CO
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0184
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0227737
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt040144
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0412189
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt048687
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0463091
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0247651
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt056689
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0107591
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-08-01

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Filings

Displayed year

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

Open filing
Assets
$7,302,214
Liabilities
$4,000
Net assets
$7,298,214
Revenue
$227,737
Expenses
$463,091
Net income
-$235,354
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