Civic Intelligence

Lester E and Kathleen a Coleman Foundation

990PF • Fiscal year 2023 • EIN 34-1788395

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 08, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

88th percentile

45%

Higher net margin than 88% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

56th percentile

2.1%

Faster asset growth than 56% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

96th percentile

317%

Faster revenue growth than 96% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$17,183

Up $360 (+2.1%) from 2022

Net Assets

Up

$17,183

Up $360 (+2.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin88th percentile

Revenue

Up

$796

Up $605 (+317%) from 2022

Expenses

Up

$436

Up $16 (+3.8%) from 2022

Net Income

Up

$360

Up $589 (+257%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

2023

Assets$17,183
Liabilities$0
Net Assets$17,183
Open 2023 Filing

Operations Trend

Revenue Growth96th percentile

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

2023

Revenue$796
Expenses$436
Net Income$360
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 8, 2024
Return Version
2023v4.0
Compensation and Service Providers
Top Officer Pay79th 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
2024-02-08

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.

Path#Value
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0311
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt016823
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt016823
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt017183
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt016888
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt016888
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0253
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0832
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt016635
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt016888
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
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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
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREAS/TTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02000 AUBURN DR-400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12000 AUBURN DR-400
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02168319667
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0KATHLEEN A COLEMAN
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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/ExcessDistributionCyovAppCYAmt0334
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0334
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0334
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0334
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0489
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0136
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PORTFOLIO MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0136
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN A COLEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02168611148
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-08
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-02-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS J SMORAG
ReturnHeader/ReturnTs02024-02-08T10:19:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHLEEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COLEMAN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,183
Liabilities
$0
Net assets
$17,183
Revenue
$796
Expenses
$436
Net income
$360
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