Civic Intelligence

Ohio Council on Economic Education

EIN 31-6060311 • 501(c)3

Profile

To coordinate, service, encourage and improve economic understanding in the state of ohio.

225 Calhoun StreetRoom/Suite 37045211

www.ocee.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2014

Net Margin

1st percentile

-62813%

Higher net margin than 1% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

18th percentile

-58%

Faster asset growth than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

5th percentile

-96%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$33,614

Down $47,111 (-58%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$33,614

Down $47,111 (-58%) from 2013

Operations
Liabilities / RevenueScore unavailableNet Margin1st percentile

Revenue

Down

$75

Down $1,956 (-96%) from 2013

Expenses

Up

$47,185

Up $19,933 (+73%) from 2013

Net Income

Down

-$47,110

Down $21,889 (-87%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

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

$150K$100K$50K$0Assets 2011: $129,183Net Assets 2011: $129,1832011Assets 2012: $105,944Net Assets 2012: $105,9442012Assets 2013: $80,725Net Assets 2013: $80,7252013Assets 2014: $33,614Net Assets 2014: $33,6142014

Highlighted filing

2014

Assets$33,614
Liabilities-
Net Assets$33,614
Open 2014 Filing

Operations Trend

Revenue Growth5th percentile

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

$50K$0-$50KRevenue 2011: $12,012Expenses 2011: $41,221Net Income 2011: -$29,2092011Revenue 2012: $668Expenses 2012: $23,907Net Income 2012: -$23,2392012Revenue 2013: $2,031Expenses 2013: $27,252Net Income 2013: -$25,2212013Revenue 2014: $75Expenses 2014: $47,185Net Income 2014: -$47,1102014

Highlighted filing

2014

Revenue$75
Expenses$47,185
Net Income-$47,110
Open 2014 Filing

Filings

Most recent year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,614
Liabilities
-
Net assets
$33,614
Revenue
$75
Expenses
$47,185
Net income
-$47,110
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.34$0.34$0.00$0.47$0.47
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.81$0.02$0.27$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$1.06$0.01$0.24$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$1.29$0.12$0.41$0.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 28, 2014
Return Version
2013v3.1
Gross Receipts
$75
Mission and Program Overview

Mission

To coordinate, service, encourage and improve economic understanding in the state of ohio.

Program Services

DescriptionGrantsExpenses
COORDINATE AND SUPPORT LOCAL COUNCILS IN THEIR MISSION OF PROVIDING ECONOMIC EDUCATION THROUGHOUT THE STATE; ALSO PROVIDE SCHOOL BASED PROGRAMS.-$47,185
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRAD JORDANChair-$0--
TODD LEWANDOWSKIMember-$0--
LINDA MCKEANMember-$0--
DAN NAVINMember-$0--
JOSH MANDELMember-$0--
KATHY MICHELICHMember-$0--
JACKIE KOSKIMember-$0--
JULIA INDALECIOMember-$0--
BRAD MAGUTHMember-$0--
Filing and Contact Details

Filer

EIN
31-6060311
Phone
5135561653

Signing Officer

Name
Julia Heath
Title
President
Phone
5135561653
Signed
2014-09-28
Discuss with paid preparer
Yes

Preparer

Preparer
Stanley J Topy CPA
Phone
6144711040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Miscellaneous 35 total 35”

Form 990-ez, Part I, Line 16

“Expenses website 1,110 computer 437 conferences and workshops 1,500 miscellaneous 6,090 bank charges 192 scholarships 4,750 total 14,079”

Form 990-ez, Part II, Line 24

“Deposit 200 0 total 200 0”

Form 990-ez, Part III

“To coordinate, service, encourage and improve economic understanding in the state of ohio.”

Raw XML Appendix184 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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CompensationExplanation/CompensationExplanationGrp/PersonNm1TODD LEWANDOWSKI
CompensationExplanation/CompensationExplanationGrp/PersonNm2LINDA MCKEAN
CompensationExplanation/CompensationExplanationGrp/PersonNm3DAN NAVIN
CompensationExplanation/CompensationExplanationGrp/PersonNm4JOSH MANDEL
CompensationExplanation/CompensationExplanationGrp/PersonNm5KATHY MICHELICH
CompensationExplanation/CompensationExplanationGrp/PersonNm6JACKIE KOSKI
CompensationExplanation/CompensationExplanationGrp/PersonNm7JULIA INDALECIO
CompensationExplanation/CompensationExplanationGrp/PersonNm8BRAD MAGUTH
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JULIA HEATH
IRS990EZ/BooksInCareOfDetail/PhoneNum05135561653
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10225 CALHOUN ST 370
IRS990EZ/BooksInCareOfDetail/USAddress/City0CINCINNATI
IRS990EZ/BooksInCareOfDetail/USAddress/State0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode045221
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRAD JORDAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TODD LEWANDOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDA MCKEAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAN NAVIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOSH MANDEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATHY MICHELICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JACKIE KOSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JULIA INDALECIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BRAD MAGUTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0200
IRS990EZ/OtherExpensesTotalAmt014079
IRS990EZ/OtherRevenueTotalAmt035
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO COORDINATE, SERVICE, ENCOURAGE AND IMPROVE ECONOMIC UNDERSTANDING IN THE STATE OF OHIO.
IRS990EZ/PrintingPublicationsPostageAmt0374
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COORDINATE AND SUPPORT LOCAL COUNCILS IN THEIR MISSION OF PROVIDING ECONOMIC EDUCATION THROUGHOUT THE STATE; ALSO PROVIDE SCHOOL BASED PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt047185
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt028462
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047185
IRS990EZ/TotalProgramServiceExpensesAmt047185
IRS990EZ/TotalRevenueAmt075
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OCEE.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06259
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011964
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019723
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt040
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0201
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0171
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0466
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01925
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02803
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt035
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0497
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05287
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt028289
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt034438
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0201
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0171
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0466
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01925
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02803
IRS990ScheduleA/InvestmentIncomeCYPct00.05000
IRS990ScheduleA/InvestmentIncomePYPct00.02000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95080
IRS990ScheduleA/PublicSupportPY509Pct00.97570
IRS990ScheduleA/PublicSupportTotal509Amt054161
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt035
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01830
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0497
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt011546
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt040253
IRS990ScheduleA/Total509Grp/TotalAmt054161
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt075
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02031
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0668
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt012012
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt042178
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt056964
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 35 TOTAL 35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES WEBSITE 1,110 COMPUTER 437 CONFERENCES AND WORKSHOPS 1,500 MISCELLANEOUS 6,090 BANK CHARGES 192 SCHOLARSHIPS 4,750 TOTAL 14,079
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEPOSIT 200 0 TOTAL 200 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO COORDINATE, SERVICE, ENCOURAGE AND IMPROVE ECONOMIC UNDERSTANDING IN THE STATE OF OHIO.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIA HEATH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05135561653
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine10OHIO COUNCIL ON ECONOMIC EDUCATION
ReturnHeader/Filer/BusinessNameControlTxt0OHIO
ReturnHeader/Filer/EIN0316060311
ReturnHeader/Filer/PhoneNum05135561653
ReturnHeader/Filer/USAddress/AddressLine10225 CALHOUN STREET
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 370
ReturnHeader/Filer/USAddress/City0CINCINNATI
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode045211
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311629423
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MULLIGAN TOPY & CO CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10196 WEST JOHNSTOWN ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0GAHANNA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0432302731
ReturnHeader/PreparerPersonGrp/PhoneNum06144711040
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STANLEY J TOPY CPA
ReturnHeader/ReturnTs02014-11-04T14:05:23-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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