Civic Intelligence

Deepwood Foundation

990 • Fiscal year 2022 • EIN 34-1721177

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 03, 2023

8121 Deepwood BlvdMentor, OH 44060

(440) 350-5208

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

70th percentile

20%

Higher net margin than 70% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$65,004

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

16th percentile

-12%

Faster asset growth than 16% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

88th percentile

80%

Faster revenue growth than 88% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$1,355,498

Down $188,218 (-12%) from 2021

Net Assets

Down

$1,355,498

Down $83,218 (-5.8%) from 2021

Liabilities

Down

$0

Down $105,000 (-100%) from 2021

Revenue

Up

$519,563

Up $230,127 (+80%) from 2021

Expenses

Down

$414,896

Down $5,844 (-1.4%) from 2021

Net Income

Up

$104,667

Up $235,971 (+180%) from 2021

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $424,983Liabilities 2011: $158,000Net Assets 2011: $266,9832011Assets 2012: $448,383Liabilities 2012: $155,000Net Assets 2012: $293,3832012Assets 2013: $511,522Liabilities 2013: $158,000Net Assets 2013: $353,5222013Assets 2014: $517,329Liabilities 2014: $158,000Net Assets 2014: $359,3292014Assets 2015: $476,446Liabilities 2015: $155,000Net Assets 2015: $321,4462015Assets 2016: $547,176Liabilities 2016: $158,500Net Assets 2016: $388,6762016Assets 2017: $1,430,593Liabilities 2017: $212,670Net Assets 2017: $1,217,9232017Assets 2018: $1,177,299Liabilities 2018: $170,664Net Assets 2018: $1,006,6352018Assets 2019: $1,521,450Liabilities 2019: $155,000Net Assets 2019: $1,366,4502019Assets 2020: $1,595,530Liabilities 2020: $160,897Net Assets 2020: $1,434,6332020Assets 2021: $1,543,716Liabilities 2021: $105,000Net Assets 2021: $1,438,7162021Assets 2022: $1,355,498Liabilities 2022: $0Net Assets 2022: $1,355,4982022Assets 2023: $1,303,083Liabilities 2023: $0Net Assets 2023: $1,303,0832023Assets 2024: $1,371,823Liabilities 2024: $0Net Assets 2024: $1,371,8232024

Highlighted filing

2022

Assets$1,355,498
Liabilities$0
Net Assets$1,355,498

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $173,2572011Expenses 2012: $206,3432012Revenue 2013: $193,578Expenses 2013: $206,283Net Income 2013: -$12,7052013Revenue 2014: $220,968Expenses 2014: $217,839Net Income 2014: $3,1292014Revenue 2015: $185,853Expenses 2015: $202,857Net Income 2015: -$17,0042015Revenue 2016: $270,883Expenses 2016: $218,907Net Income 2016: $51,9762016Revenue 2017: $1,311,196Expenses 2017: $509,149Net Income 2017: $802,0472017Revenue 2018: $643,905Expenses 2018: $781,246Net Income 2018: -$137,3412018Revenue 2019: $563,716Expenses 2019: $262,953Net Income 2019: $300,7632019Revenue 2020: $173,266Expenses 2020: $212,000Net Income 2020: -$38,7342020Revenue 2021: $289,436Expenses 2021: $420,740Net Income 2021: -$131,3042021Revenue 2022: $519,563Expenses 2022: $414,896Net Income 2022: $104,6672022Revenue 2023: $389,176Expenses 2023: $550,263Net Income 2023: -$161,0872023Revenue 2024: $339,026Expenses 2024: $375,700Net Income 2024: -$36,6742024

Highlighted filing

2022

Revenue$519,563
Expenses$414,896
Net Income$104,667
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 3, 2023
Return Version
2022v5.0
Gross Receipts
$690,806
Mission and Program Overview

Mission

The deepwood foundation's mission is to empower individuals with developmental disabilities and to enrich the quality of their lives by providing support, advocacy, grants and resources, and to promote community awareness.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,329,581$896,889▼ $432,692
Cash and Non-Interest-Bearing Accounts$173,455$417,903▲ $244,448
Savings and Temporary Cash Investments$40,680$40,706▲ $26
Total Assets$1,543,716$1,355,498▼ $188,218
Liabilities
Other Liabilities$105,000--
Total Liabilities$105,000$0▼ $105,000
Net Assets / Fund Balance
Net Assets With Donor Restrictions$658,020$716,378▲ $58,358
Net Assets Without Donor Restrictions$780,696$639,120▼ $141,576
Total Net Assets Fund Balance$1,438,716$1,355,498▼ $83,218
Total Liabilities and Net Assets / Fund Balance$1,543,716$1,355,498▼ $188,218
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Rikke CoachDirector of DevelFT$65,004$65,004
Tana HabatDirector of OperaPT$16,015$16,015

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$384,839
Program Service Revenue
$0
Investment Income
$35,704
Other Revenue
$99,020
All Other Contributions
$384,839
Change in Net Assets
$104,667
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$192,743
Grants and Similar Amounts Paid$118,344
Salaries, Compensation, and Employee Benefits$103,809
Total Fundraising Expense$22,179
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$118,344--$118,344
Other Salaries and Wages$19,454$49,330$19,360$88,144
Fees for Service Investment Mgmnt Fees-$11,011-$11,011
Fees for Services Accounting-$11,000-$11,000
Other Employee Benefits$2,110$5,064$1,266$8,440
Payroll Taxes$1,609$4,063$1,553$7,225
All Other Expenses-$3,647-$3,647
Other Expenses$154,244$2,230-$2,230
Office Expenses-$1,658-$1,658
Total Functional Expenses$295,761$96,956$22,179$414,896
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$159,105
Fundraising Direct Expenses$67,335
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Evening With De$86,451$86,451$27,320$59,131
Deepwood Derby$29,755$29,755$13,381$16,374
Total Events$149,679$149,679$60,115$89,564
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The board reviews the tax return.

Form 990, Page 6, Part VI, Line 19

Governing documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Deepwood Foundation
EIN
34-1721177
Phone
4403505208
Address
8121 DEEPWOOD BLVD, MENTOR, OH 44060

Signing Officer

Name
Rikke Coach
Title
Director of Development
Phone
4403505208
Signed
2023-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Bartholomew
Formed
1992
Legal Domicile
Oh
Voting Board Members
24
Independent Board Members
24
Employees
3
Volunteers
50

Preparer

Firm
Gallovic Granito and Co Ltd
Address
8518 MENTOR AVE SUITE A, MENTOR, OH 44060-5838
Preparer
Sam Calic
Phone
4409511173
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The deepwood foundation's mission is to empower individuals with developmental disabilities and to enrich the quality of their lives by providing support, advocacy, grants and resources, and to promote community awareness.

Form 990, Page 1, Part I, Line 6

Promote community awareness work fundraising events volunteer board of directors

Form 990, Page 2, Part III, Line 4D

Deepwood foundation supports several programs including providing camp and after school scholarships; therapeutic and specialized equipment; health and safety items; emergency referral and assistance; advocacy; community education; and other unique support.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1DIR OF OPERA
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25PRESIDENT, T
IRS990/Form990PartVIISectionAGrp/TitleTxt26SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt27VICE PRESIDE
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IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
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IRS990/FundraisingGrossIncomeAmt0159105
IRS990/GainOrLossGrp/SecuritiesAmt019996
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/GrossReceiptsAmt0690806
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IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt024
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IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt0896889
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0103908
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE DEEPWOOD FOUNDATION'S MISSION IS TO EMPOWER INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES AND TO ENRICH THE QUALITY OF THEIR LIVES BY PROVIDING SUPPORT, ADVOCACY, GRANTS AND RESOURCES, AND TO PROMOTE COMMUNITY AWARENESS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01438716
IRS990/NetAssetsOrFundBalancesEOYAmt01355498
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt019996
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt019996
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt091770
IRS990/NetUnrlzdGainsLossesInvstAmt0-187885
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0780696
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0639120
IRS990/NoncashContributionsAmt010000
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01658
IRS990/OfficeExpensesGrp/TotalAmt01658
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01266
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05064
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02110
IRS990/OtherEmployeeBenefitsGrp/TotalAmt08440
IRS990/OtherExpensesGrp/Desc0ACTIVITY CENTER CONSTRUCT
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL FEES - OTHER
IRS990/OtherExpensesGrp/Desc2ADVERTISING AND MARKETING
IRS990/OtherExpensesGrp/Desc3LIABILITY INSURANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06150
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12803
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22230
IRS990/OtherExpensesGrp/ProgramServicesAmt0154244
IRS990/OtherExpensesGrp/TotalAmt0154244
IRS990/OtherExpensesGrp/TotalAmt16150
IRS990/OtherExpensesGrp/TotalAmt22803
IRS990/OtherExpensesGrp/TotalAmt32230
IRS990/OtherLiabilitiesGrp/BOYAmt0105000
IRS990/OtherRevenueMiscGrp/Desc0GALLOVIC, GRANITO IN KIND SER
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt07250
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07250
IRS990/OtherRevenueTotalAmt07250
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt019360
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt049330
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt019454
IRS990/OtherSalariesAndWagesGrp/TotalAmt088144
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01553
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04063
IRS990/PayrollTaxesGrp/ProgramServicesAmt01609
IRS990/PayrollTaxesGrp/TotalAmt07225
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0CHRIS BARTHOLOMEW
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActyOtherGrp/Desc0DEEPWOOD FOUNDATION SUPPORTS SEVERAL PROGRAMS INCLUDING PROVIDING CAMP AND AFTER SCHOOL SCHOLARSHIPS; THERAPEUTIC AND SPECIALIZED EQUIPMENT; HEALTH AND SAFETY ITEMS; EMERGENCY REFERRAL AND ASSISTANCE; ADVOCACY; COMMUNITY EDUCATION; AND OTHER UNIQUE SUPPORT.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0295761
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0118344
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0152266
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt075310
IRS990/PYInvestmentIncomeAmt042391
IRS990/PYOtherExpensesAmt0231951
IRS990/PYOtherRevenueAmt094779
IRS990/PYRevenuesLessExpensesAmt0-131304
IRS990/PYSalariesCompEmpBnftPaidAmt0113479
IRS990/PYTotalExpensesAmt0420740
IRS990/PYTotalRevenueAmt0289436
IRS990/ReconcilationRevenueExpnssAmt0104667
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt040680
IRS990/SavingsAndTempCashInvstGrp/EOYAmt040706
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0384839
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0152266
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0117635
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0434560
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0532352
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01621652
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt015708
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt026408
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012593
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt023085
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt023565
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0101359
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0752901
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94120
IRS990ScheduleA/PublicSupportPY170Pct00.96830
IRS990ScheduleA/PublicSupportTotal170Amt01621652
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0384839
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0152266
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0117635
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0434560
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0532352
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01621652

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.34$0.38$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.39$0.55$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.52$0.41$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.54$0.11$1.44$0.29$0.42$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.60$0.16$1.43$0.17$0.21$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.52$0.16$1.37$0.56$0.26$0.30
2018Detailed filing. Detailed filing data is available for this year.$1.18$0.17$1.01$0.64$0.78$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.43$0.21$1.22$1.31$0.51$0.80
2016Detailed filing. Detailed filing data is available for this year.$0.55$0.16$0.39$0.27$0.22$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.48$0.16$0.32$0.19$0.20$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.52$0.16$0.36$0.22$0.22$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.51$0.16$0.35$0.19$0.21$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.16$0.29$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.16$0.27$0.17
Peer Organizations

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