Civic Intelligence

Phillips-Osborne Educational Foundation Inc C/O Jodi Tomaszewski

990EZ • Fiscal year 2017 • EIN 34-1651444

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 29, 2018

60 South Park PlacePainesville, OH 44077

(440) 352-3391

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

1st percentile

-14069%

Higher net margin than 1% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

10th percentile

-44%

Faster asset growth than 10% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

63rd percentile

10%

Faster revenue growth than 63% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$280,715

Down $223,840 (-44%) from 2016

Net Assets

Down

$280,715

Down $223,840 (-44%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$1,591

Up $145 (+10%) from 2016

Expenses

Up

$225,431

Up $218,546 (+3174%) from 2016

Net Income

Down

-$223,840

Down $218,401 (-4015%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $541,431Liabilities 2012: $0Net Assets 2012: $541,4312012Assets 2013: $531,694Liabilities 2013: $0Net Assets 2013: $531,6942013Assets 2014: $532,978Liabilities 2014: $0Net Assets 2014: $532,9782014Assets 2015: $509,994Liabilities 2015: $0Net Assets 2015: $509,9942015Assets 2016: $504,555Liabilities 2016: $0Net Assets 2016: $504,5552016Assets 2017: $280,715Liabilities 2017: $0Net Assets 2017: $280,7152017Assets 2019: $146,041Liabilities 2019: $0Net Assets 2019: $146,0412019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2017

Assets$280,715
Liabilities$0
Net Assets$280,715

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2012: $11,9882012Expenses 2013: $11,6322013Revenue 2014: $1,484Expenses 2014: $200Net Income 2014: $1,2842014Revenue 2015: $1,288Expenses 2015: $24,272Net Income 2015: -$22,9842015Revenue 2016: $1,446Expenses 2016: $6,885Net Income 2016: -$5,4392016Revenue 2017: $1,591Expenses 2017: $225,431Net Income 2017: -$223,8402017Revenue 2019: $2,147Expenses 2019: $135,000Net Income 2019: -$132,8532019Revenue 2020: $1,375Expenses 2020: $147,416Net Income 2020: -$146,0412020

Highlighted filing

2017

Revenue$1,591
Expenses$225,431
Net Income-$223,840
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 29, 2018
Return Version
2016v3.0
Gross Receipts
$1,591
Mission and Program Overview

Mission

Financial support of andrews osborne academy, a school described in section 170(b)(1)(a)(ii).

Program Services

DescriptionGrantsExpenses
FINANCIAL SUPPORT OF ANDREWS OSBORNE ACADEMY$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD C SIPPOLAV. Pres./Secretary/Trustee-$0--
DIANE M OSBORNETrustee-$0--
SUE ELLISTrustee-$0--
JACQUELINE CERARTrustee-$0--
ROBERT RANALLOTrustee-$0--
KENNETH VITOTrustee-$0--
STUART LUCKERTrustee-$0--
JODI TOMASZEWSKITrustee-$0--
JACQUELINE OSBORNE FISHERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Phillips-osborne Educational Foundation
EIN
34-1651444
Phone
4403523391
Address
60 SOUTH PARK PLACE, PAINESVILLE, OH 44077

Signing Officer

Name
Richard C Sippola
Title
Vice President
Phone
4405205864
Signed
2018-01-29
Discuss with paid preparer
Yes

Preparer

Firm
Bond Sippola Dejoy & Co
Address
2786 SOM CENTER ROAD SUITE 200, WILLOUGHBY HILLS, OH 44094
Preparer
Catherine E Petersen CPA
Phone
4405169090
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 1,591.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: educational. Grantee name: andrews osborne academy. Grantee address: 38588 mentor avenue willoughby, oh 44094. Date of gift: 06/05/17. Amount given: 222,900.

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

Description: state filing fee. Amount: 200. Description: accounting. Amount: 2,316. Description: bank fees. Amount: 15. Total to form 990-ez, line 16: 2,531.

Raw XML Appendix189 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICHARD C SIPPOLA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0V. PRES./SECRETARY/TRUSTEE
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0222900
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ANDREWS OSBORNE ACADEMY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0222900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1,591.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: ANDREWS OSBORNE ACADEMY. GRANTEE ADDRESS: 38588 MENTOR AVENUE WILLOUGHBY, OH 44094. DATE OF GIFT: 06/05/17. AMOUNT GIVEN: 222,900.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: STATE FILING FEE. AMOUNT: 200. DESCRIPTION: ACCOUNTING. AMOUNT: 2,316. DESCRIPTION: BANK FEES. AMOUNT: 15. TOTAL TO FORM 990-EZ, LINE 16: 2,531.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD C SIPPOLA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04405205864
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHILLIPS-OSBORNE EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC C/O JODI TOMASZEWSKI
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0341651444
ReturnHeader/Filer/PhoneNum04403523391
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ReturnHeader/Filer/USAddress/CityNm0PAINESVILLE
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.231.91.254
ReturnHeader/FilingSecurityInformation/IPDt02018-01-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm011:49:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341667360
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOND SIPPOLA DEJOY & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02786 SOM CENTER ROAD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILLOUGHBY HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044094
ReturnHeader/PreparerPersonGrp/PhoneNum04405169090
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE E PETERSEN CPA
ReturnHeader/ReturnTs02018-04-06T15:34:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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