Civic Intelligence

Lakeland Community Foundation

990PF • Fiscal year 2017 • EIN 34-1457279

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 17, 2018

Organization ProfileN/A
C/O 197 N Leavitt RoadAmherst, OH 44001

(440) 288-5031

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

42nd percentile

0.07x

Higher debt load relative to revenue than 42% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

1st percentile

-571%

Higher net margin than 1% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

39th percentile

$26,250

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 68.7% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

10th percentile

-11%

Faster asset growth than 10% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-60%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$1,368,101

Down $176,305 (-11%) from 2016

Net Assets

Down

$1,365,551

Down $173,473 (-11%) from 2016

Liabilities

Down

$2,550

Down $2,832 (-53%) from 2016

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin1st percentile

Revenue

Down

$38,201

Down $57,798 (-60%) from 2016

Expenses

Up

$256,377

Up $144,708 (+130%) from 2016

Net Income

Down

-$218,176

Down $202,506 (-1292%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $1,774,570Liabilities 2013: $3,842Net Assets 2013: $1,770,7282013Assets 2016: $1,544,406Liabilities 2016: $5,382Net Assets 2016: $1,539,0242016Assets 2017: $1,368,101Liabilities 2017: $2,550Net Assets 2017: $1,365,5512017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2017

Assets$1,368,101
Liabilities$2,550
Net Assets$1,365,551
Open 2017 Filing

Operations Trend

Revenue Growth3rd percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2013: $89,445Expenses 2013: $102,095Net Income 2013: -$12,6502013Revenue 2016: $95,999Expenses 2016: $111,669Net Income 2016: -$15,6702016Revenue 2017: $38,201Expenses 2017: $256,377Net Income 2017: -$218,1762017Revenue 2018: $248,643Expenses 2018: $1,396,920Net Income 2018: -$1,148,2772018

Highlighted filing

2017

Revenue$38,201
Expenses$256,377
Net Income-$218,176
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 17, 2018
Return Version
2017v2.3
Mission and Program Overview

Mission

See page 2, part iii, line 4a

Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL C BALCOMPresident & CEOPT$26,250-$26,250
CATHY EDIETLINVice President & COOPT$6,250-$6,250
HERMAN R KOPFVice Chairman-$0--
JACK A ELLIOTTChairman-$0--
DAVID L HERZERSecretary-$0--
JAMES F KIDDTreasurer-$0--
JOHN R MALANOWSKITrustee-$0--
ALEXANDER F ZOLLITrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMERCY HEALTH REGIONAL MEDICAL CENTER LLCGENERAL OPERATING EXPENSES (SEE GENERAL EXPLANATION)PCLORAIN, OH, US$150,000
Paid GrantLORAIN HISTORICAL SOCIETYGENERAL OPERATING EXPENSESPCLORAIN, OH, US$13,540
Paid GrantMERCY FOUNDATION OF LORAIN COUNTYGENERAL OPERATING EXPENSESPCLORAIN, OH, US$5,900
Paid GrantLORAIN COUNTY COMMUNITY COLLEGE FOUNDATIONGENERAL OPERATING EXPENSESPCELYRIA, OH, US$2,050
Paid GrantLORAIN COUNTY FREE CLINICGENERAL OPERATING EXPENSESPCLORAIN, OH, US$750
Paid GrantVALOR HOMEGENERAL OPERATING EXPENSESPCRAVENNA, OH, US$750
Paid GrantAMERICAN CANCER SOCIETY OF LORAIN COUNTYGENERAL OPERATING EXPENSESPCATLANTA, GA, US$700
Paid GrantCOLLABORATIVE TO END HUMAN TRAFFICINGGENERAL OPERATING EXPENSESPCCLEVELAND, OH, US$500
Paid GrantLORAIN COUNTY HEALTH & DENTISTRYGENERAL OPERATING EXPENSESPCLORAIN, OH, US$500
Paid GrantLORAIN POLICE DEPARTMENTGENERAL OPERATING EXPENSESPCLORAIN, OH, US$500
Paid GrantSECOND HARVEST FOODBANK OF NORTH CENTRAL OHIOGENERAL OPERATING EXPENSESPCLORAIN, OH, US$500
Paid GrantEL CENTRO LORAINGENERAL OPERATING EXPENSESPCLORAIN, OH, US$500
Paid GrantLEADERSHIP LORAIN COUNTYGENERAL OPERATING EXPENSESPCELYRIA, OH, US$500
Paid GrantCAMP IDEASGENERAL OPERATING EXPENSESPCLORAIN, OH, US$500
Paid GrantTHE SALVATION ARMYGENERAL OPERATING EXPENSESPCWEST NYACK, NY, US$450
Paid GrantLORAIN CIVIC CENTER COMMITTEE INCGENERAL OPERATING PURPOSESPCLORAIN, OH, US$400
Paid GrantLORAIN HIGH SCHOOL BANDGENERAL OPERATING EXPENSESPCLORAIN, OH, US$300
Paid GrantLORAIN PORT AUTHORITYGENERAL OPERATING EXPENSESPCLORAIN, OH, US$300
Paid GrantLORAIN COUNTY URBAN LEAGUE INCGENERAL OPERATING EXPENSESPCELYRIA, OH, US$250
Paid GrantNAKON FOUNDATIONGENERAL OPERATING EXPENSESPCAVON, OH, US$250
Paid GrantTRUENORTH CULTURAL ARTSGENERAL OPERATING EXPENSESPCSHEFFIELD VILLAGE, OH, US$250
Paid GrantFIRST LUTHERAN CHURCHGENERAL OPERATING EXPENSESPCLORAIN, OH, US$250
Paid GrantLORAIN SPORTS HALL OF FAMEGENERAL OPERATING EXPENSESPCLORAIN, OH, US$250
Paid GrantAMERICAN RED CROSSGENERAL OPERATING EXPENSESPCWASHINGTON, DC, US$200
Paid GrantLORAIN GROWTH CORPORATIONGENERAL OPERATING EXPENSESPCLORAIN, OH, US$200
Paid GrantLORAIN COMMUNITY MUSIC THEATERGENERAL OPERATING EXPENSESPCLORAIN, OH, US$200
Paid GrantUNITED WAY OF GREATER LORAIN COUNTYGENERAL OPERATING EXPENSESPCLORAIN, OH, US$200
Paid GrantCHARLESTON VILLAGE SOCIETYGENERAL OPERATING EXPENSESPCLORAIN, OH, US$150
Paid GrantCHRISTIAN TEMPLEGENERAL OPERATING EXPENSESPCLORAIN, OH, US$150
Paid GrantCOMMUNITY FOUNDATION OF LORAIN COUNTYGENERAL OPERATING EXPENSESPCELYRIA, OH, US$100
Paid GrantCORNERSTONE PREGNANCY SERVICES DBA CORNERSTONE AMONG WOMENGENERAL OPERATING EXPENSESPCELYRIA, OH, US$100
Paid GrantEASTER SEALS OF NE OHIOGENERAL OPERATING EXPENSESPCLORAIN, OH, US$100
Paid GrantFIREFISH ARTS INCGENERAL OPERATING EXPENSESPCCLEVELAND, OH, US$100
Paid GrantSOUL TO SOLEGENERAL OPERATING EXPENSESPCAVON, OH, US$100
Paid GrantBLESSING HOUSEGENERAL OPERATIN EXPENSESPCLORAIN, OH, US$100
Paid GrantCHURCH OF REDEEMERGENERAL OPERATING EXPENSESPCLORAIN, OH, US$100
Paid GrantCOALITION FOR HISPANICLATINO ISSUES AND PROGRESSGENERAL OPERATING EXPENSESPCLORAIN, OH, US$100
Paid GrantELYRIA STUDENTS ACHIEVE SUCCESSGENERAL OPERATING EXPENSESPCELYRIA, OH, US$100
Paid GrantLET'S GET REAL INCGENERAL OPERATING EXPENSESPCVERMILION, OH, US$100
Paid GrantPRIMARY PURPOSE CENTERGENERAL OPERATING EXPENSESPCELYRIA, OH, US$100
Paid GrantBOY SCOUTS OF AMERICAGENERAL OPERATING EXPENSESPCASHLAND, OH, US$50
Filing and Contact Details

Filer

Filer Name
Lakeland Community Foundation
EIN
34-1457279
Phone
4402885031
Address
C/O 197 N LEAVITT ROAD, AMHERST, OH 44001

Signing Officer

Name
Paul C Balcom
Title
President & CEO
Phone
4402885031
Signed
2018-10-17
Discuss with paid preparer
Yes

Preparer

Firm
Rea & Associates Inc
Address
197 NORTH LEAVITT RD, AMHERST, OH 44001
Preparer
Daniel B Holben CPA
Phone
4409842441
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-858
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-8
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt33098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt42697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt77901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt81054
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-6052
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-33
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-858
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-8
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt33098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt42697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt77901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt81054
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-6052
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-33
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt010000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33957
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt49508
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt52500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt614550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt712611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt813730
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt910452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt118000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0832.639 SH TEMPLETON GLOBAL BOND FUND ADVISOR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1412.541 SH TEMPLETON GLOBAL BOND FUND ADVISOR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2406.504 SH PIMCO SHORT TERM INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc330 SH JOHNSON & JOHNSON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4200 SH VERIZON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5254.065 SH PIMCO SHORT TERM INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61,182.965 SH WEITZ SHORT INTERMEDIATE INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7295 SH SPECTRA ENERGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8200 SH HELMERICH & PAYNE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9400 SH SUBURBAN PROPANE PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10.20 SH ENBRIDGE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11814.664 SH PIMCO SHORT TERM INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt06970
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-218176
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt044703
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01365551
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01539024
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01365551
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt066911
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt066911
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt066911
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt067182
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0271
IRS990PF/DistributableAmountGrp/TotalTaxAmt0271
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01289
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01560
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0271
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01289
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0271
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0271
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01560
IRS990PF/FMVAssetsEOYAmt01368101
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt05382
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt02550
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt01084
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt01104
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt01084
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt01084
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02464
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02501
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02501
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0430601
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0443758
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0443758
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt01625
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt02898
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0150000
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01782
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01273
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01273
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0683620
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0652002
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0652002
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0127
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt01289
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt01289
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt016533
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt07501
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt07501
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01544406
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01368101
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01368101
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt05382
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02550
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01544406
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01368101
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01539024
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01365551
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01539024
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01365551
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0258175
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0258693
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0258693
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01364109
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08509
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01355600
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt020462
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt067182
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01343647
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01364109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt026250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt36250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PAUL C BALCOM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HERMAN R KOPF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JACK A ELLIOTT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CATHY EDIETLIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4DAVID L HERZER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5JAMES F KIDD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6JOHN R MALANOWSKI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7ALEXANDER F ZOLLI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT & CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT & COO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03131 EAST ERIE AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1420 AVON BELDEN ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25425 GOLDENROD CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt33131 EAST ERIE AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt435765 CHESTER ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt51027 EAST ERIE AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt64884 PHEASANT DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt72173 NORTH RIDGE ROAD EAST SUITE A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LORAIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1AVON LAKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SHEFFIELD VILLAGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3LORAIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4AVON

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,368,101
Liabilities
$2,550
Net assets
$1,365,551
Revenue
$38,201
Expenses
$256,377
Net income
-$218,176
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.25$1.40$1.15
2017Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.04$0.26$0.22
2016Detailed filing. Detailed filing data is available for this year.$1.54$0.01$1.54$0.10$0.11$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.09$0.10$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $1M-$5M nonprofits