Civic Intelligence

Phillips-Osborne Educational Foundation Inc C/O Jodi Tomaszewski

990EZ • Fiscal year 2019 • EIN 34-1651444

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 12, 2020

Organization ProfileN/A
8365 King Memorial RoadMentor, OH 44060

(440) 520-5864

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

1st percentile

-6188%

Higher net margin than 1% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

16th percentile

-28%

Faster asset growth than 16% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$146,041

Down $134,674 (-48%) from 2017

Net Assets

Down

$146,041

Down $134,674 (-48%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin1st percentile

Revenue

Up

$2,147

Up $556 (+35%) from 2017

Expenses

Down

$135,000

Down $90,431 (-40%) from 2017

Net Income

Up

-$132,853

Up $90,987 (+41%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

2019

Assets$146,041
Liabilities$0
Net Assets$146,041
Open 2019 Filing

Operations Trend

Revenue Growth69th percentile

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

2019

Revenue$2,147
Expenses$135,000
Net Income-$132,853
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 12, 2020
Return Version
2018v3.2
Gross Receipts
$2,147
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
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD C SIPPOLATrustee-$0--
KAREN PAGANINITrustee-$0--
ROBERT RANALLOTrustee-$0--
KENNETH VITOTrustee-$0--
RICK OSBORNE JRTrustee-$0--
RICK OSBORNE SRTrustee-$0--
BETH OSBORNETrustee-$0--
SUE ELLISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Phillips-osborne Educational Foundation
EIN
34-1651444
Phone
4405205864
Address
8365 KING MEMORIAL ROAD, MENTOR, OH 44060

Signing Officer

Name
Richard C Sippola
Title
Trustee
Phone
4405205864
Signed
2020-07-12
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: 2,147.”

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. Amount given: 135,000.”

Raw XML Appendix182 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/OperateHospitalInd00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0135000
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0135000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 2,147.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: ANDREWS OSBORNE ACADEMY. GRANTEE ADDRESS: 38588 MENTOR AVENUE WILLOUGHBY, OH 44094. AMOUNT GIVEN: 135,000.
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
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/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum04405205864
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHILLIPS-OSBORNE EDUCATIONAL FOUNDATION
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ReturnHeader/Filer/PhoneNum04405205864
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ReturnHeader/FilingSecurityInformation/IPTm014:55:32
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044094
ReturnHeader/PreparerPersonGrp/PhoneNum04405169090
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE E PETERSEN CPA
ReturnHeader/ReturnTs02020-07-13T12:55:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$146,041
Liabilities
$0
Net assets
$146,041
Revenue
$2,147
Expenses
$135,000
Net income
-$132,853
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$1.47$1.46
2019Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.02$1.35$1.33
2017Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.02$2.25$2.24
2016Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.01$0.07$0.05
2015Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.01$0.24$0.23
2014Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.01$0.00$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.32$0.00$5.32$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.41$0.00$5.41$0.12