Civic Intelligence

Lester E and Kathleen a Coleman Foundation

990PF • Fiscal year 2020 • EIN 34-1788395

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 30, 2021

Organization Profile
2000 Auburn Dr - 400Cleveland, OH 44122

(216) 831-4105

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.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

5th percentile

-347%

Higher net margin than 5% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

$17,467

No earlier filing loaded for comparison.

Net Assets

$17,467

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin5th percentile

Revenue

$95

No earlier filing loaded for comparison.

Expenses

$425

No earlier filing loaded for comparison.

Net Income

-$330

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$20K$15K$10K$5.0K$0Assets 2020: $17,467Liabilities 2020: $0Net Assets 2020: $17,4672020Assets 2021: $17,052Liabilities 2021: $0Net Assets 2021: $17,0522021Assets 2022: $16,823Liabilities 2022: $0Net Assets 2022: $16,8232022Assets 2023: $17,183Liabilities 2023: $0Net Assets 2023: $17,1832023Assets 2024: $16,590Liabilities 2024: $0Net Assets 2024: $16,5902024Assets 2025: $15,826Liabilities 2025: $0Net Assets 2025: $15,8262025

Highlighted filing

2020

Assets$17,467
Liabilities$0
Net Assets$17,467
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0K$1.0K$0-$1.0KRevenue 2020: $95Expenses 2020: $425Net Income 2020: -$3302020Revenue 2021: $8Expenses 2021: $423Net Income 2021: -$4152021Revenue 2022: $191Expenses 2022: $420Net Income 2022: -$2292022Revenue 2023: $796Expenses 2023: $436Net Income 2023: $3602023Revenue 2024: $841Expenses 2024: $1,434Net Income 2024: -$5932024Revenue 2025: $666Expenses 2025: $1,430Net Income 2025: -$7642025

Highlighted filing

2020

Revenue$95
Expenses$425
Net Income-$330
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 30, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN A COLEMANPresident-$0--
KENNETH J COLEMANTrustee-$0--
MARK W MEISTERTrustee-$0--
DOUGLAS J SMORAGTreas/Ttee-$0--
Filing and Contact Details

Filer

Filer Name
Lester E & Kathleen a Coleman
EIN
34-1788395
Phone
2168314105
Address
2000 AUBURN DR - 400, CLEVELAND, OH 44122

Signing Officer

Name
Kathleen a Coleman
Title
President
Phone
2168611148
Signed
2021-03-30

Preparer

Firm
Cm Wealth Advisors
Address
2000 AUBURN DR STE 400, BEACHWOOD, OH 44122-4327
Preparer
Douglas J Smorag
Phone
2168319667
Raw XML Appendix209 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt017632
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0264
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0868
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IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt017632
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KATHLEEN A COLEMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KENNETH J COLEMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARK W MEISTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DOUGLAS J SMORAG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02168319667
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0KATHLEEN A COLEMAN
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0868
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0868
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02017
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0158973
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0868
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02017
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02017
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0160990
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PORTFOLIO MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0125
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN A COLEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02168611148
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LESTER E & KATHLEEN A COLEMAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEST
ReturnHeader/Filer/EIN0341788395
ReturnHeader/Filer/PhoneNum02168314105
ReturnHeader/Filer/USAddress/AddressLine1Txt02000 AUBURN DR - 400
ReturnHeader/Filer/USAddress/CityNm0CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044122
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341410460
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CM WEALTH ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02000 AUBURN DR STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEACHWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441224327
ReturnHeader/PreparerPersonGrp/PhoneNum02168319667
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS J SMORAG
ReturnHeader/ReturnTs02021-03-30T12:01:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHLEEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COLEMAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,467
Liabilities
$0
Net assets
$17,467
Revenue
$95
Expenses
$425
Net income
-$330
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$0.67$1.43$0.76
2024Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$0.84$1.43$0.59
2023Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$0.80$0.44$0.36
2022Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$0.19$0.42$0.23
2021Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$0.01$0.42$0.42
2020Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$0.10$0.43$0.33