Civic Intelligence

Richard G Small Foundation

990EZ • Fiscal year 2021 • EIN 34-1764813

Aug 01, 2020 to Jul 31, 2021 • Filed on May 19, 2022

Organization ProfileN/A

Refreshing map…

8620 Tyler BoulevardMentor, OH 44060

(440) 255-8000

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

25th percentile

-11%

Faster asset growth than 25% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$109,928

Down $13,576 (-11%) from 2020

Net Assets

Down

$109,928

Down $13,576 (-11%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$13,526

Down $50,361 (-137%) from 2020

Expenses

Down

$50

Down $5,000 (-99%) from 2020

Net Income

Down

-$13,576

Down $45,361 (-143%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$150K$100K$50K$0Assets 2019: $91,719Liabilities 2019: $0Net Assets 2019: $91,7192019Assets 2020: $123,504Liabilities 2020: $0Net Assets 2020: $123,5042020Assets 2021: $109,928Liabilities 2021: $0Net Assets 2021: $109,9282021Assets 2022: $96,640Liabilities 2022: $0Net Assets 2022: $96,6402022Assets 2024: $40,239Liabilities 2024: $0Net Assets 2024: $40,2392024Assets 2025: $105,988Liabilities 2025: $0Net Assets 2025: $105,9882025

Highlighted filing

2021

Assets$109,928
Liabilities$0
Net Assets$109,928
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50K-$100KRevenue 2019: $59,965Expenses 2019: $7,028Net Income 2019: $52,9372019Revenue 2020: $36,835Expenses 2020: $5,050Net Income 2020: $31,7852020Revenue 2021: -$13,526Expenses 2021: $50Net Income 2021: -$13,5762021Revenue 2022: $65,546Expenses 2022: $78,834Net Income 2022: -$13,2882022Revenue 2024: $28,005Expenses 2024: $100,211Net Income 2024: -$72,2062024Revenue 2025: $65,849Expenses 2025: $100Net Income 2025: $65,7492025

Highlighted filing

2021

Revenue-$13,526
Expenses$50
Net Income-$13,576
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
May 19, 2022
Return Version
2020v4.2
Gross Receipts
$58,114
Mission and Program Overview

Mission

To raise funds to support local charitable organizations and causes.

Program Services

DescriptionGrantsExpenses
GOLF OUTINGS FOR THE BENEFIT OF CHARITABLE ORGANIZATIONS AND CAUSES.$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES R SMALLMember-$0--
SHAWN A ZBASNIKChairman-$0--
KEITH E ZIEGLERMember-$0--
MICHAEL L MINOTTIMember-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cci Golf Outing$58,114$30,751$49,493$-18,742
Total Events$58,114$30,751$71,640$-40,889
Filing and Contact Details

Filer

Filer Name
Richard G Small Foundation
EIN
34-1764813
Phone
4402558000
Address
8620 TYLER BOULEVARD, MENTOR, OH 44060

Signing Officer

Name
Shawn Zbasnik
Title
Chairman
Phone
4402558000
Signed
2022-05-19
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
6685 BETA DRIVE, MAYFIELD VILLAGE, OH 44143
Preparer
Roger T Gingerich CPA
Phone
4404595700
Supplemental Narrative

Additional Explanations

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

“Description: ohio attorney general fees. Amount: 50.”

Raw XML Appendix181 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SHAWN A ZBASNIK
IRS990EZ/BooksInCareOfDetail/PhoneNum04402558000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08620 TYLER BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MENTOR
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0440604348
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0123504
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0109928
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt027363
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-13576
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0123504
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0109928
IRS990EZ/FundraisingGrossIncomeAmt030751
IRS990EZ/GrossReceiptsAmt058114
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NameChangeInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0123504
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0109928
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0123504
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0109928
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES R SMALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHAWN A ZBASNIK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KEITH E ZIEGLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL L MINOTTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt050
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS TO SUPPORT LOCAL CHARITABLE ORGANIZATIONS AND CAUSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GOLF OUTINGS FOR THE BENEFIT OF CHARITABLE ORGANIZATIONS AND CAUSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt071640
IRS990EZ/SpecialEventsNetIncomeLossAmt0-40889
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt050
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0-13526
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt027363
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt041118
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt063975
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt090100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0133369
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0355925
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91000
IRS990ScheduleA/PublicSupportPY509Pct00.93530
IRS990ScheduleA/PublicSupportTotal509Amt0323897
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt02028
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt015000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt015000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt032028
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt02028
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt015000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt015000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt032028
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt027363
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt041118
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt063975
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt090100
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0133369
IRS990ScheduleA/Total509Grp/TotalAmt0355925
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt027363
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt041118
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt063975
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt090100
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0133369
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0355925
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt027363
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt027363
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt071640
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CCI GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt058114
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt058114
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030751
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt030751
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-40889
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt049493
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt049493
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt022147
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt022147
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: OHIO ATTORNEY GENERAL FEES. AMOUNT: 50.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAWN ZBASNIK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum04402558000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD G SMALL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0341764813
ReturnHeader/Filer/PhoneNum04402558000
ReturnHeader/Filer/USAddress/AddressLine1Txt08620 TYLER BOULEVARD
ReturnHeader/Filer/USAddress/CityNm0MENTOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044060
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0111986323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06685 BETA DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAYFIELD VILLAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044143
ReturnHeader/PreparerPersonGrp/PhoneNum04404595700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROGER T GINGERICH CPA
ReturnHeader/ReturnTs02022-06-10T06:59:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHAWN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ZBASNIK
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$109,928
Liabilities
$0
Net assets
$109,928
Revenue
-$13,526
Expenses
$50
Net income
-$13,576
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.66$0.00$0.66
2024Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.28$1.00$0.72
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.66$0.79$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.14$0.00$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.37$0.05$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.60$0.07$0.53