Civic Intelligence

Ebner Family Foundation

990 • Fiscal year 2016 • EIN 33-1050370

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 12, 2017

1175 College AveColumbus, OH 43209-2827

(614) 338-2365

Siviq Scores

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

Liabilities / Assets

86th percentile

0.72x

Higher debt load relative to assets than 86% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

97th percentile

8.33x

Higher debt load relative to revenue than 97% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

74th percentile

14%

Higher net margin than 74% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

30th percentile

-2.9%

Faster asset growth than 30% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

49th percentile

2.5%

Faster revenue growth than 49% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$1,539,478

Down $46,293 (-2.9%) from 2015

Net Assets

Up

$437,686

Up $18,684 (+4.5%) from 2015

Liabilities

Down

$1,101,792

Down $64,977 (-5.6%) from 2015

Revenue

Up

$132,341

Up $3,228 (+2.5%) from 2015

Expenses

Down

$113,657

Down $14,612 (-11%) from 2015

Net Income

Up

$18,684

Up $17,840 (+2114%) from 2015

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,842,290Liabilities 2010: $1,530,504Net Assets 2010: $311,7862010Assets 2011: $1,791,368Liabilities 2011: $1,456,716Net Assets 2011: $334,6522011Assets 2012: $1,740,430Liabilities 2012: $1,378,982Net Assets 2012: $361,4482012Assets 2013: $1,689,434Liabilities 2013: $1,296,716Net Assets 2013: $392,7182013Assets 2014: $1,647,492Liabilities 2014: $1,229,334Net Assets 2014: $418,1582014Assets 2015: $1,585,771Liabilities 2015: $1,166,769Net Assets 2015: $419,0022015Assets 2016: $1,539,478Liabilities 2016: $1,101,792Net Assets 2016: $437,6862016Assets 2017: $1,497,471Liabilities 2017: $1,034,309Net Assets 2017: $463,1622017Assets 2018: $1,449,409Liabilities 2018: $964,223Net Assets 2018: $485,1862018Assets 2019: $1,399,934Liabilities 2019: $891,435Net Assets 2019: $508,4992019Assets 2020: $1,355,165Liabilities 2020: $815,839Net Assets 2020: $539,3262020Assets 2021: $1,323,640Liabilities 2021: $749,982Net Assets 2021: $573,6582021Assets 2022: $1,267,839Liabilities 2022: $667,363Net Assets 2022: $600,4762022Assets 2023: $1,211,312Liabilities 2023: $581,583Net Assets 2023: $629,7292023Assets 2024: $1,169,864Liabilities 2024: $492,204Net Assets 2024: $677,6602024

Highlighted filing

2016

Assets$1,539,478
Liabilities$1,101,792
Net Assets$437,686

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0Expenses 2010: $159,4562010Expenses 2011: $146,0372011Expenses 2012: $140,2062012Revenue 2013: $163,433Expenses 2013: $132,163Net Income 2013: $31,2702013Revenue 2014: $153,245Expenses 2014: $127,805Net Income 2014: $25,4402014Revenue 2015: $129,113Expenses 2015: $128,269Net Income 2015: $8442015Revenue 2016: $132,341Expenses 2016: $113,657Net Income 2016: $18,6842016Revenue 2017: $135,650Expenses 2017: $110,174Net Income 2017: $25,4762017Revenue 2018: $139,071Expenses 2018: $117,047Net Income 2018: $22,0242018Revenue 2019: $142,517Expenses 2019: $119,204Net Income 2019: $23,3132019Revenue 2020: $146,080Expenses 2020: $115,253Net Income 2020: $30,8272020Revenue 2021: $149,732Expenses 2021: $115,400Net Income 2021: $34,3322021Revenue 2022: $158,566Expenses 2022: $131,748Net Income 2022: $26,8182022Revenue 2023: $172,044Expenses 2023: $142,791Net Income 2023: $29,2532023Revenue 2024: $178,238Expenses 2024: $130,307Net Income 2024: $47,9312024

Highlighted filing

2016

Revenue$132,341
Expenses$113,657
Net Income$18,684
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 12, 2017
Return Version
2016v3.0
Gross Receipts
$132,341
Mission and Program Overview

Mission

Support of jewish family services, wexner heritage village, columbus jewish foundation for holocaust education, and other charitable organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,575,002$1,524,696▼ $50,306
Savings and Temporary Cash Investments$10,769$14,782▲ $4,013
Total Assets$1,585,771$1,539,478▼ $46,293
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,158,938$1,093,961▼ $64,977
Other Liabilities$7,831$7,831→ $0
Total Liabilities$1,166,769$1,101,792▼ $64,977
Net Assets / Fund Balance
Unrestricted Net Assets$419,002$437,686▲ $18,684
Total Net Assets Fund Balance$419,002$437,686▲ $18,684
Total Liabilities and Net Assets / Fund Balance$1,585,771$1,539,478▼ $46,293

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,358,847$602,511$1,961,358
Land$165,849-$165,849
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jeff MeyerPresident
Cynthia EbnerTrustee
David RosenTrustee
Mark EbnerTrustee
Milton LeemanSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$132,341
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$18,684
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$97,157
Grants and Similar Amounts Paid$16,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$50,306--$50,306
Interest$42,803--$42,803
Grants to Domestic Orgs$16,500--$16,500
Fees for Services Management-$2,500-$2,500
Fees for Services Accounting-$1,200-$1,200
Other Expenses-$148-$148
Total Functional Expenses$109,609$4,048$0$113,657
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Columbus Jewish FoundationColumbus, OH501c3-$16,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$7,831
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Mark ebner cynthia ebner trustee trustee brother - sister

Form 990, Page 6, Part VI, Line 11B

Form 990 is initially reviewed by the cfo of the columbus jewish foundation, custodian. It is then forwarded to the ebner family foundation board members for review and approval prior to filing.

Form 990, Page 6, Part VI, Line 12C

In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the trustees concerning the proposed transaction or arrangement. . After disclosure of the financial interest and all material facts, and after any discussion with the interested person, he/she shall leave the board meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board members shall decide if a conflict of interest exists. . The conflict of interest policy is provided to all board members at the beginning of each fiscal year. Each officer, trustee and member of a committee with board-delegated powers shall annually sign a statement which affirms such person: a. Has received a copy of the conflict of interest policy, b. Has read and understands the policy, c. Has agreed to comply with the policy, and d. Understands the foundation is charitable and in order to maintain its federal tax exemption must engage primarily in activities which accomplish one or more of its tax-exempt purposes. . If the board has reasonable cause to believe a member has failed to disclose actual or possible conflicts of interest, it shall inform the member of the basis for such belief and afford the member an opportunity to explain the alleged failure to disclose. If, after hearing the member's response and after making further investigation as warranted by the circumstances, the board determines the member has failed to disclose an actual or possible conflict of interest, it shall take appropriate corrective action.

Form 990, Page 6, Part VI, Line 19

Physical copies are made available upon request.

Filing and Contact Details

Filer

Filer Name
Ebner Family Foundation
EIN
33-1050370
Phone
6143382365
Address
1175 COLLEGE AVE, COLUMBUS, OH 43209-2827

Signing Officer

Name
Jeff Meyer
Title
President
Phone
6143382365
Signed
2017-06-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Meyer
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Neilley & Co Cpas Inc
Address
2720 AIRPORT DR STE 150, COLUMBUS, OH 43219-2219
Preparer
Grant a Neilley CPA
Phone
6144181775
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MARK EBNER CYNTHIA EBNER TRUSTEE TRUSTEE BROTHER - SISTER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS INITIALLY REVIEWED BY THE CFO OF THE COLUMBUS JEWISH FOUNDATION, CUSTODIAN. IT IS THEN FORWARDED TO THE EBNER FAMILY FOUNDATION BOARD MEMBERS FOR REVIEW AND APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE TRUSTEES CONCERNING THE PROPOSED TRANSACTION OR ARRANGEMENT. . AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. . THE CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL BOARD MEMBERS AT THE BEGINNING OF EACH FISCAL YEAR. EACH OFFICER, TRUSTEE AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS THE FOUNDATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. . IF THE BOARD HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE CORRECTIVE ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PHYSICAL COPIES ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01070 COLLEGE AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0COLUMBUS
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IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01539478
IRS990/TotalAssetsGrp/BOYAmt01585771
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04048
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0109609
IRS990/TotalFunctionalExpensesGrp/TotalAmt0113657
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01166769
IRS990/TotalLiabilitiesEOYAmt01101792
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0437686
IRS990/TotalProgramServiceExpensesAmt0109609
IRS990/TotalProgramServiceRevenueAmt0132341
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0132341
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0132341
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01585771
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01539478
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0419002
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0437686
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01125 COLLEGE AVE
IRS990/USAddress/CityNm0COLUMBUS
IRS990/USAddress/StateAbbreviationCd0OH
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IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF MEYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06143382365
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EBNER FAMILY FOUNDATION
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ReturnHeader/Filer/PhoneNum06143382365
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NEILLEY & CO CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02720 AIRPORT DR STE 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0432192219
ReturnHeader/PreparerPersonGrp/PhoneNum06144181775
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GRANT A NEILLEY CPA
ReturnHeader/ReturnTs02017-06-12T11:22:56-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.49$0.68$0.18$0.13$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.58$0.63$0.17$0.14$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.67$0.60$0.16$0.13$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.75$0.57$0.15$0.12$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.82$0.54$0.15$0.12$0.03
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.89$0.51$0.14$0.12$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.96$0.49$0.14$0.12$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$1.03$0.46$0.14$0.11$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.54$1.10$0.44$0.13$0.11$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.59$1.17$0.42$0.13$0.13$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.65$1.23$0.42$0.15$0.13$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.69$1.30$0.39$0.16$0.13$0.03
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$1.38$0.36$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$1.46$0.33$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$1.53$0.31$0.16