Civic Intelligence

Fred a Lennon Charitable Tr Private Foundation

990PF • Fiscal year 2015 • EIN 34-1761181

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 01, 2016

Organization Profile
29425 Chagrin Boulevard Suite 201Pepper Pike, OH 44122

(216) 839-0400

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

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

2015 filings • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

9th percentile

0.00x

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

2015 filings • $50M-$100M nonprofits • Source year 2015

Net Margin

18th percentile

-6.3%

Higher net margin than 18% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

12th percentile

$25,000

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2015 filings • $50M-$100M nonprofits • Source year 2015

Asset Growth

37th percentile

-0.4%

Faster asset growth than 37% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

11th percentile

-32%

Faster revenue growth than 11% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets10th percentile

Assets

Down

$64,359,760

Down $249,228 (-0.4%) from 2014

Net Assets

Down

$64,359,760

Down $249,228 (-0.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin18th percentile

Revenue

Down

$3,925,906

Down $1,825,708 (-32%) from 2014

Expenses

Down

$4,175,134

Down $53,619 (-1.3%) from 2014

Net Income

Down

-$249,228

Down $1,772,089 (-116%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$100M$50M$0Assets 2014: $64,608,988Liabilities 2014: $0Net Assets 2014: $64,608,9882014Assets 2015: $64,359,760Liabilities 2015: $0Net Assets 2015: $64,359,7602015Assets 2016: $63,155,558Liabilities 2016: $0Net Assets 2016: $63,155,5582016Assets 2017: $63,683,809Liabilities 2017: $0Net Assets 2017: $63,683,8092017Assets 2020: $67,097,315Liabilities 2020: $0Net Assets 2020: $67,097,3152020Assets 2021: $81,764,252Liabilities 2021: $0Net Assets 2021: $81,764,2522021Assets 2022: $78,813,139Liabilities 2022: $0Net Assets 2022: $78,813,1392022Assets 2023: $77,596,493Liabilities 2023: $2,753Net Assets 2023: $77,593,7402023Assets 2024: $76,897,391Liabilities 2024: $27,753Net Assets 2024: $76,869,6382024

Highlighted filing

2015

Assets$64,359,760
Liabilities$0
Net Assets$64,359,760
Open 2015 Filing

Operations Trend

Revenue Growth11th percentile

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

$20M$10M$0-$10MRevenue 2014: $5,751,614Expenses 2014: $4,228,753Net Income 2014: $1,522,8612014Revenue 2015: $3,925,906Expenses 2015: $4,175,134Net Income 2015: -$249,2282015Revenue 2016: $2,986,726Expenses 2016: $4,190,928Net Income 2016: -$1,204,2022016Revenue 2017: $4,953,494Expenses 2017: $4,425,243Net Income 2017: $528,2512017Revenue 2020: $7,694,936Expenses 2020: $4,560,292Net Income 2020: $3,134,6442020Revenue 2021: $19,673,387Expenses 2021: $5,006,450Net Income 2021: $14,666,9372021Revenue 2022: $1,970,831Expenses 2022: $4,921,944Net Income 2022: -$2,951,1132022Revenue 2023: $2,893,686Expenses 2023: $4,271,244Net Income 2023: -$1,377,5582023Revenue 2024: $3,787,538Expenses 2024: $4,511,640Net Income 2024: -$724,1022024

Highlighted filing

2015

Revenue$3,925,906
Expenses$4,175,134
Net Income-$249,228
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 1, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NORBERT J TOBBETrustee-$25,000-$25,000
THOMAS J JANOCHTrustee-$25,000-$25,000
ATHUR F ANTONTrustee-$25,000-$25,000
TIMOTHY RYANTrustee-$12,500-$12,500
Filing and Contact Details

Filer

Filer Name
Fred A Lennon Charitable Trust
EIN
34-1761181
In Care Of
% THOMAS J JANOCH
Phone
2168390400
Address
29425 Chagrin Boulevard Suite 201, Pepper Pike, OH 44122

Signing Officer

Name
Thomas J Janoch
Title
Trustee
Phone
2168390400
Signed
2016-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Ronald L Garman CPA Inc
Address
PO Box 1477, Willoughby, OH 44096
Preparer
Ronald L Garman
Phone
4409442327
Raw XML AppendixShowing 400 of 419 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Christopher Hitchcock
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NORBERT J TOBBE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1THOMAS J JANOCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2TIMOTHY RYAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ATHUR F ANTON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt029425 Chagrin Boulevard
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt129425 Chagrin Boulevard
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt229425 Chagrin Boulevard
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt329425 Chagrin Boulevard
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Pepper Pike
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt029425 CHAGRIN BLVD SUITE 201
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PEPPER PIKE
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd044122
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THOMAS J JANOCH
IRS990PF/StatementsRegardingActyGrp/PhoneNum02168390400
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03468000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0See Attached List
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0See Attached List
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0333007
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1476
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt213028
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09684
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt111563
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt22191
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt358
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4415
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt511427
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0193667
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1953
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt213714
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt311563
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt42191
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt558
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6415
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt711427
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Class Action Settlements
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Clanco SG Bric Other Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc2North Coast Angel Fund
OtherIncomeSchedule2/OtherIncomeDetail/Desc3North Coast Angel Fund II
OtherIncomeSchedule2/OtherIncomeDetail/Desc4KKR Special Situations ASP Fund
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt05218
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt12962
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt211
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt39
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt4662
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05218
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt12962
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt211
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt39
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4662
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0248519
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt140000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0248519
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt140000
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/Amt12411
TaxesSchedule/TaxesDetail/Amt270512
TaxesSchedule/TaxesDetail/CategoryTxt0OHIO FILING FEES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02411
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS J JANOCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02168390400
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Fred A Lennon Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0FRED
ReturnHeader/Filer/EIN0341761181

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,359,760
Liabilities
$0
Net assets
$64,359,760
Revenue
$3,925,906
Expenses
$4,175,134
Net income
-$249,228
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$76.9$0.03$76.9$3.79$4.51$0.72
2023Detailed filing. Detailed filing data is available for this year.$77.6$0.00$77.6$2.89$4.27$1.38
2022Detailed filing. Detailed filing data is available for this year.$78.8$0.00$78.8$1.97$4.92$2.95
2021Detailed filing. Detailed filing data is available for this year.$81.8$0.00$81.8$19.7$5.01$14.7
2020Detailed filing. Detailed filing data is available for this year.$67.1$0.00$67.1$7.69$4.56$3.13
2017Detailed filing. Detailed filing data is available for this year.$63.7$0.00$63.7$4.95$4.43$0.53
2016Detailed filing. Detailed filing data is available for this year.$63.2$0.00$63.2$2.99$4.19$1.20
2015Detailed filing. Detailed filing data is available for this year.$64.4$0.00$64.4$3.93$4.18$0.25
2014Detailed filing. Detailed filing data is available for this year.$64.6$0.00$64.6$5.75$4.23$1.52