Civic Intelligence

Metro Cardiovascular Research Foundation Inc.

990EZ • Fiscal year 2016 • EIN 34-1559229

Aug 01, 2015 to Jul 31, 2016 • Filed on Aug 12, 2016

Organization ProfileN/A
2500 Metro Health Drive Room S341Cleveland, OH 44109-1900

(216) 778-7493

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

77th percentile

20%

Higher net margin than 77% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

47th percentile

0.1%

Faster asset growth than 47% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

27th percentile

-16%

Faster revenue growth than 27% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$258,212

Up $268 (+0.1%) from 2015

Net Assets

Up

$258,212

Up $268 (+0.1%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin77th percentile

Revenue

Down

$12,952

Down $2,480 (-16%) from 2015

Expenses

Up

$10,338

Up $5,578 (+117%) from 2015

Net Income

Down

$2,614

Down $8,058 (-76%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$400K$300K$200K$100K$0Assets 2012: $235,322Net Assets 2012: $235,3222012Assets 2013: $244,366Net Assets 2013: $244,3662013Assets 2014: $249,433Net Assets 2014: $249,4332014Assets 2015: $257,944Net Assets 2015: $257,9442015Assets 2016: $258,212Net Assets 2016: $258,2122016Assets 2017: $265,324Net Assets 2017: $265,3242017Assets 2018: $274,488Net Assets 2018: $274,4882018Assets 2019: $273,946Liabilities 2019: $0Net Assets 2019: $273,9462019Assets 2020: $271,092Liabilities 2020: $0Net Assets 2020: $271,0922020Assets 2021: $326,967Liabilities 2021: $0Net Assets 2021: $326,9672021Assets 2022: $292,856Liabilities 2022: $0Net Assets 2022: $292,8562022Assets 2023: $297,822Liabilities 2023: $0Net Assets 2023: $297,8222023Assets 2024: $334,970Liabilities 2024: $0Net Assets 2024: $334,9702024Assets 2025: $354,997Liabilities 2025: $0Net Assets 2025: $354,9972025

Highlighted filing

2016

Assets$258,212
Liabilities-
Net Assets$258,212
Open 2016 Filing

Operations Trend

Revenue Growth27th percentile

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

$30K$20K$10K$0-$10K-$20KRevenue 2012: $10,299Expenses 2012: $22,714Net Income 2012: -$12,4152012Revenue 2013: $6,779Expenses 2013: $9,851Net Income 2013: -$3,0722013Revenue 2014: $11,342Expenses 2014: $14,147Net Income 2014: -$2,8052014Revenue 2015: $15,432Expenses 2015: $4,760Net Income 2015: $10,6722015Revenue 2016: $12,952Expenses 2016: $10,338Net Income 2016: $2,6142016Revenue 2017: $7,176Expenses 2017: $10,556Net Income 2017: -$3,3802017Revenue 2018: $7,685Expenses 2018: $5,576Net Income 2018: $2,1092018Revenue 2019: $13,842Expenses 2019: $5,488Net Income 2019: $8,3542019Revenue 2020: $9,846Expenses 2020: $4,908Net Income 2020: $4,9382020Revenue 2021: $8,872Expenses 2021: $5,615Net Income 2021: $3,2572021Revenue 2022: $13,401Expenses 2022: $5,660Net Income 2022: $7,7412022Revenue 2023: $9,765Expenses 2023: $5,282Net Income 2023: $4,4832023Revenue 2024: $1,701Expenses 2024: $5,959Net Income 2024: -$4,2582024Revenue 2025: $11,873Expenses 2025: $5,897Net Income 2025: $5,9762025

Highlighted filing

2016

Revenue$12,952
Expenses$10,338
Net Income$2,614
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Aug 12, 2016
Return Version
2015v2.1
Gross Receipts
$12,952
Mission and Program Overview

Mission

To find a cure for cardiovascular disease.

Program Services

DescriptionGrantsExpenses
Education support for students, resident physicians, technicians, working with Division of Cardiology - Case Western Reserve University School of Medicine-$5,934
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William Lewis MDCo-President-$0--
Mark Dunlap MDCo-President-$0--
Filing and Contact Details

Filer

Filer Name
Metro Cardiovascular Research Foundation
EIN
34-1559229
Phone
2167787493
Address
2500 Metro Health Drive Room S341, Cleveland, OH 44109-1900

Signing Officer

Name
William Lewis MD
Title
CoPresident
Signed
2016-08-12
Discuss with paid preparer
Yes

Preparer

Firm
J Hall & Associates Inc
Address
30628 Detroit Rd 234, Westlake, OH 44145
Preparer
John D Hall CPA
Phone
4405270300
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Depreciation 234”

Form 990-EZ, Part I, Line 16, Other Expenses

“Recognition awards 5,700”

Form 990-EZ, Part I, Line 16, Other Expenses

“Investment Management Fees 2,435”

Form 990-EZ, Part I, Line 16, Other Expenses

“Office expense 90”

Form 990-EZ, Part I, Line 16, Other Expenses

“State filing fee 100”

Form 990-EZ, Part I, Line 20, Net Assets

“Unrealized gains/losses on securities -2,346”

Form 990-EZ, Part II, Line 24, Other Assets

“Loan Receivable Beginning of year 10,000, End of year 0”

Raw XML Appendix119 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Ms Renee' Franczak
IRS990EZ/BooksInCareOfDetail/PhoneNum02167787493
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02500 Metro Health Drive S341
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Cleveland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0441091900
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0247357
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0257859
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0250
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02614
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01779
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0257944
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0258212
IRS990EZ/GrossReceiptsAmt012952
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt012702
IRS990EZ/LandAndBuildingsGrp/BOYAmt0587
IRS990EZ/LandAndBuildingsGrp/EOYAmt0353
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0257944
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0258212
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0257944
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0258212
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0William Lewis MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mark Dunlap MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt010000
IRS990EZ/OtherChangesInNetAssetsAmt0-2346
IRS990EZ/OtherExpensesTotalAmt08559
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To find a cure for cardiovascular disease.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Education support for students, resident physicians, technicians, working with Division of Cardiology - Case Western Reserve University School of Medicine
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05934
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt010338
IRS990EZ/TotalProgramServiceExpensesAmt05934
IRS990EZ/TotalRevenueAmt012952
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/HospitalNameAndAddressGrp/CityNm0Cleveland
IRS990ScheduleA/HospitalNameAndAddressGrp/StateAbbreviationCd0OH
IRS990ScheduleA/HospitalNameAndAddressGrp/SupportedOrganizationName/BusinessNameLine1Txt0Metro Health Medical Center
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/MedicalResearchOrganizationInd0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation 234
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Recognition awards 5,700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Investment Management Fees 2,435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office expense 90
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4State filing fee 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Unrealized gains/losses on securities -2,346
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Loan Receivable Beginning of year 10,000, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part II, Line 24, Other Assets
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William Lewis MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CoPresident
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Metro Cardiovascular Research Foundation
ReturnHeader/Filer/BusinessNameControlTxt0METR
ReturnHeader/Filer/EIN0341559229
ReturnHeader/Filer/PhoneNum02167787493
ReturnHeader/Filer/USAddress/AddressLine1Txt02500 Metro Health Drive Room S341
ReturnHeader/Filer/USAddress/CityNm0Cleveland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0441091900
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J Hall & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030628 Detroit Rd 234
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westlake
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044145
ReturnHeader/PreparerPersonGrp/PhoneNum04405270300
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John D Hall CPA
ReturnHeader/ReturnTs02016-08-12T10:13:27-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$258,212
Liabilities
-
Net assets
$258,212
Revenue
$12,952
Expenses
$10,338
Net income
$2,614
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.12$0.06$0.06
2024Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.02$0.06$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.10$0.05$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.13$0.06$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.09$0.06$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.10$0.05$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.14$0.05$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.74$2.74$0.08$0.06$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.65$2.65$0.07$0.11$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.58$2.58$0.13$0.10$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.58$2.58$0.15$0.05$0.11
2014Detailed filing. Detailed filing data is available for this year.$2.49$2.49$0.11$0.14$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.44$2.44$0.07$0.10$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$2.35$0.10$0.23$0.12