Civic Intelligence

The Private Foundation

990PF • Fiscal year 2014 • EIN 34-1639720

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 30, 2015

3867 West Market Street 276Akron, OH 44333

(330) 668-4703

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

1st percentile

-51774%

Higher net margin than 1% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

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.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

$302,560

No earlier filing loaded for comparison.

Net Assets

$302,560

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$31

No earlier filing loaded for comparison.

Expenses

$16,081

No earlier filing loaded for comparison.

Net Income

-$16,050

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2014: $302,560Liabilities 2014: $0Net Assets 2014: $302,5602014Assets 2015: $286,286Liabilities 2015: $0Net Assets 2015: $286,2862015Assets 2016: $271,014Liabilities 2016: $0Net Assets 2016: $271,0142016Assets 2017: $255,740Liabilities 2017: $0Net Assets 2017: $255,7402017Assets 2018: $240,444Liabilities 2018: $0Net Assets 2018: $240,4442018Assets 2019: $225,144Liabilities 2019: $0Net Assets 2019: $225,1442019Assets 2020: $209,794Liabilities 2020: $0Net Assets 2020: $209,7942020Assets 2021: $194,444Liabilities 2021: $0Net Assets 2021: $194,4442021Assets 2022: $179,009Liabilities 2022: $0Net Assets 2022: $179,0092022Assets 2023: $163,609Liabilities 2023: $0Net Assets 2023: $163,6092023Assets 2024: $148,209Liabilities 2024: $0Net Assets 2024: $148,2092024

Highlighted filing

2014

Assets$302,560
Liabilities$0
Net Assets$302,560

Operations Trend

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

$20K$10K$0-$10K-$20KRevenue 2014: $31Expenses 2014: $16,081Net Income 2014: -$16,0502014Revenue 2015: $30Expenses 2015: $16,304Net Income 2015: -$16,2742015Revenue 2016: $28Expenses 2016: $15,300Net Income 2016: -$15,2722016Revenue 2017: $26Expenses 2017: $15,300Net Income 2017: -$15,2742017Revenue 2018: $4Expenses 2018: $15,300Net Income 2018: -$15,2962018Revenue 2019: $0Expenses 2019: $15,300Net Income 2019: -$15,3002019Revenue 2020: $0Expenses 2020: $15,350Net Income 2020: -$15,3502020Revenue 2021: $0Expenses 2021: $15,350Net Income 2021: -$15,3502021Revenue 2022: $0Expenses 2022: $15,435Net Income 2022: -$15,4352022Revenue 2023: $0Expenses 2023: $15,400Net Income 2023: -$15,4002023Revenue 2024: $0Expenses 2024: $15,400Net Income 2024: -$15,4002024

Highlighted filing

2014

Revenue$31
Expenses$16,081
Net Income-$16,050
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 30, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James OttPresident-$0--
Ellen OttTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Private Foundation
EIN
34-1639720
Phone
3306684703
Address
3867 West Market Street 276, Akron, OH 44333

Signing Officer

Name
James Ott
Title
Officer
Signed
2015-04-30

Preparer

Firm
Legacy Tax & Financial Services LL
Address
6687 Royalton Rd, North Royalton, OH 44133
Preparer
Michelle L Grimes
Phone
4407242866
Raw XML Appendix179 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
AccountingFeesSchedule/AccountingFeesDetail/Amt01910
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Tax Preparation
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01241
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0669
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt031
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt031
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt031
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01241
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0669
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01910
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt014000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt014000
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-16050
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt031
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt031
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0171
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0171
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt015412
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0669
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt016081
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt031
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt031
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01412
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0669
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02081
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-16050
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0302560
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0318610
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0302560
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt015617
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt015617
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt015617
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt015617
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0135
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0135
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0135
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0135
IRS990PF/FMVAssetsEOYAmt0302560
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0318610
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0302560
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0302560
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0318610
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0302560
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0302560
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0318610
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0302560
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0318610
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0302560
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0318610
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0302560
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0317095
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0317095
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04756
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt015617
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0312339
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0317095
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0James Ott
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Ellen Ott
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03867 West Market Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13867 West Market Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0AKRON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1AKRON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd044333
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd144333
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt014540
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt014540
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt018220
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt013770
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt013124
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt013164
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt026139
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046552
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.055095
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.039839
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.036587
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.035403
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.065836
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0312339
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0330703
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0345642
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0358710
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0371830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0397033
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt015412
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.232760
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt015412
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt015412
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt015412
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0James Ott
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03867 West Market St Suite 276
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0AKRON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd044333
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/PhoneNum03306684703
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Not Applicable
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0None
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Jim and Ellen Ott
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Animal Cruelty
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Humane Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0509A1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt07996 Darrow Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TWINSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044087
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012000
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01520
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt013892
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015617
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015412
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014097
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt013892
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0State Filing Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Checks order
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt171
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt171
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0James Ott
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Private Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PRIV
ReturnHeader/Filer/EIN0341639720
ReturnHeader/Filer/PhoneNum03306684703
ReturnHeader/Filer/USAddress/AddressLine1Txt03867 West Market Street 276
ReturnHeader/Filer/USAddress/CityNm0Akron
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044333
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Legacy Tax & Financial Services LL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06687 Royalton Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0North Royalton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044133
ReturnHeader/PreparerPersonGrp/PhoneNum04407242866
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michelle L Grimes
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-15T09:30:47-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings