Civic Intelligence

Richard G Small Foundation

990EZ • Fiscal year 2023 • EIN 34-1764813

Aug 01, 2022 to Jul 31, 2023 • Filed on Jan 26, 2024

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

70th percentile

16%

Faster asset growth than 70% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-71%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$112,445

Up $15,805 (+16%) from 2022

Net Assets

Up

$112,445

Up $15,805 (+16%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$18,855

Down $46,691 (-71%) from 2022

Expenses

Down

$3,050

Down $75,784 (-96%) from 2022

Net Income

Up

$15,805

Up $29,093 (+219%) from 2022

Historical Trend

Balance Sheet Trend

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 2023: $112,445Liabilities 2023: $0Net Assets 2023: $112,4452023Assets 2024: $40,239Liabilities 2024: $0Net Assets 2024: $40,2392024Assets 2025: $105,988Liabilities 2025: $0Net Assets 2025: $105,9882025

Highlighted filing

2023

Assets$112,445
Liabilities$0
Net Assets$112,445

Operations Trend

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 2023: $18,855Expenses 2023: $3,050Net Income 2023: $15,8052023Revenue 2024: $28,005Expenses 2024: $100,211Net Income 2024: -$72,2062024Revenue 2025: $65,849Expenses 2025: $100Net Income 2025: $65,7492025

Highlighted filing

2023

Revenue$18,855
Expenses$3,050
Net Income$15,805
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Jan 26, 2024
Return Version
2022v5.0
Gross Receipts
$93,000
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$3,000
Compensation and Service Providers

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$93,000$47,534-$47,534
Total Events$93,000$47,534$74,145$-26,611
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
2024-01-26
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 10 - Grants and Similar Amounts Paid

Activity classification: scholarship. Grantee name: bowling green state university. Grantee address: 1001 e wooster st. Bowling green, oh 43403. Property description: cash. Date of gift: 10/25/22. Amount given: 3,000. Total included on form 990-ez, line 10: 3,000.

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

Description: ohio attorney general fees. Amount: 50.

Raw XML Appendix190 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/BOYAmt096640
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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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/ProgramServiceExpensesAmt03000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt074145
IRS990EZ/SpecialEventsNetIncomeLossAmt0-26611
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt03050
IRS990EZ/TotalProgramServiceExpensesAmt03000
IRS990EZ/TotalRevenueAmt018855
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt09124
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt02051
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt07028
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt05000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt023203
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt045466
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt027363
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt041118
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt063975
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0245471
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.82400
IRS990ScheduleA/PublicSupportPY509Pct00.83640
IRS990ScheduleA/PublicSupportTotal509Amt0202262
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt015000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt043209
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt01624
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt04840
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt020006
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt041118
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt063975
IRS990ScheduleA/Total509Grp/TotalAmt0245471
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt045466
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt067549
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt027363
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt063975
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0245471
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/CharitableContributionsTotAmt045466
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CCI GOLF OUTING
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-26611
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt033336
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt033336
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt040809
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IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: BOWLING GREEN STATE UNIVERSITY. GRANTEE ADDRESS: 1001 E WOOSTER ST. BOWLING GREEN, OH 43403. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 10/25/22. AMOUNT GIVEN: 3,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OHIO ATTORNEY GENERAL FEES. AMOUNT: 50.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAWN ZBASNIK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum04402558000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-26
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/IRSResponsiblePrtyInfoCurrInd00
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/ReturnTs02024-02-14T07:46:24-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHAWN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ZBASNIK
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

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