Civic Intelligence

The Laub Foundation C/O Katherine C Wolk

990PF • Fiscal year 2015 • EIN 34-6526087

Nov 01, 2014 to Oct 31, 2015 • Filed on Feb 05, 2016

Organization Profile
19655 Parklane DriveRocky River, OH 44116

(216) 621-1180

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

89th percentile

49%

Higher net margin than 89% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

45th percentile

$9,000

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

67th percentile

4.8%

Faster asset growth than 67% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

74th percentile

17%

Faster revenue growth than 74% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$4,015,768

Up $185,165 (+4.8%) from 2014

Net Assets

Up

$4,015,768

Up $185,165 (+4.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin89th percentile

Revenue

Up

$377,728

Up $53,799 (+17%) from 2014

Expenses

Down

$192,563

Down $123,386 (-39%) from 2014

Net Income

Up

$185,165

Up $177,185 (+2220%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$6.0M$4.0M$2.0M$0Assets 2013: $3,850,234Liabilities 2013: $0Net Assets 2013: $3,850,2342013Assets 2014: $3,830,603Liabilities 2014: $0Net Assets 2014: $3,830,6032014Assets 2015: $4,015,768Liabilities 2015: $0Net Assets 2015: $4,015,7682015Assets 2016: $4,088,246Liabilities 2016: $0Net Assets 2016: $4,088,2462016Assets 2017: $4,128,081Liabilities 2017: $0Net Assets 2017: $4,128,0812017Assets 2018: $4,353,564Liabilities 2018: $0Net Assets 2018: $4,353,5642018Assets 2019: $4,334,181Liabilities 2019: $0Net Assets 2019: $4,334,1812019Assets 2020: $4,301,073Liabilities 2020: $0Net Assets 2020: $4,301,0732020Assets 2021: $4,221,133Liabilities 2021: $0Net Assets 2021: $4,221,1332021Assets 2022: $4,114,912Liabilities 2022: $0Net Assets 2022: $4,114,9122022Assets 2023: $4,278,481Liabilities 2023: $0Net Assets 2023: $4,278,4812023Assets 2024: $4,097,396Liabilities 2024: $0Net Assets 2024: $4,097,3962024Assets 2025: $4,129,129Liabilities 2025: $0Net Assets 2025: $4,129,1292025

Highlighted filing

2015

Assets$4,015,768
Liabilities$0
Net Assets$4,015,768
Open 2015 Filing

Operations Trend

Revenue Growth74th percentile

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

$600K$400K$200K$0-$200KExpenses 2013: $314,5512013Revenue 2014: $323,929Expenses 2014: $315,949Net Income 2014: $7,9802014Revenue 2015: $377,728Expenses 2015: $192,563Net Income 2015: $185,1652015Revenue 2016: $387,971Expenses 2016: $315,493Net Income 2016: $72,4782016Revenue 2017: $344,201Expenses 2017: $304,366Net Income 2017: $39,8352017Revenue 2018: $530,468Expenses 2018: $304,985Net Income 2018: $225,4832018Revenue 2019: $304,639Expenses 2019: $324,022Net Income 2019: -$19,3832019Revenue 2020: $286,001Expenses 2020: $319,109Net Income 2020: -$33,1082020Revenue 2021: $243,671Expenses 2021: $323,611Net Income 2021: -$79,9402021Revenue 2022: $243,292Expenses 2022: $349,513Net Income 2022: -$106,2212022Revenue 2023: $464,363Expenses 2023: $300,794Net Income 2023: $163,5692023Revenue 2024: $131,221Expenses 2024: $315,949Net Income 2024: -$184,7282024Revenue 2025: $335,209Expenses 2025: $303,476Net Income 2025: $31,7332025

Highlighted filing

2015

Revenue$377,728
Expenses$192,563
Net Income$185,165
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2014 to Oct 31, 2015
Signed
Feb 5, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE C WOLKTrustee-$9,000-$9,000
CHARLES BERRYTrustee-$1,600-$1,600
TRISTY BERRYTrustee-$1,600-$1,600
JORDAN WESTROPPTrustee-$1,600-$1,600
LISA ROBERTS MAMONESecretary-$0--
THOMAS C WESTROPPTrustee-$0--
LAURENCE A BARTELLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Laub Foundation
EIN
34-6526087
In Care Of
% LAURENCE A BARTELL
Phone
2166211180
Address
19655 PARKLANE DRIVE, ROCKY RIVER, OH 44116

Signing Officer

Name
Kathy Wolk
Title
Trustee
Phone
2166211180
Signed
2016-02-05
Discuss with paid preparer
Yes

Preparer

Firm
Sustinbartellwaldman & Fitzgerald
Address
1801 EAST 9TH STREET 920, CLEVELAND, OH 44114
Preparer
Laurence a Bartell
Phone
2166211180
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19350 SH MONDALEZ
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59200 SH AMEREN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60100 SH MCDONALDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6175 SH MCKESSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6250 SH HENRY SCHEIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63100 SH P&G
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6425 SH AMERICAN WATERWORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65225 SH CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6650 SH HALLIBURTON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67250 SH GM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68100 SSH AETNA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69200 SH METLIFE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70200 SH ACCENTURE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71300 SH EMC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72200 SH QUALCOMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73JOHN HANCOCK III FUND
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76HARBOR INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77ISHARES RUSSELL MIDCAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78ISHARES RUSSELL MIDCAP INDEX
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80VANGUARD MSCI EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81T ROWE PRICE REAL ESTATE FUND
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83T ROWE PRICE FUND
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85125 SH 3M
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87300 SH COMCAST CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90DODGE & COX INTERNATIONAL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92JOHN HANCOCK 2
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94WILLIAM BLAIR EMERGING MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95RIVERPARK/WEDGEWOOD FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96ISHARES CORE S&P SMALLCAP FUND
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0111395
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0266333
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0377728
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0377728
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02112
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt06338
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08450
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0111395
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0266333
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt013800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0123500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0123500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0111395
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0111395
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0185165
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01283907
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt03458
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt010374
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt013832
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0266333
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0328658
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0623
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0623
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt032358
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt032358
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt049070
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0377728
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0377728
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06193
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt069063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3320032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4316309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5381233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt059288
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt131365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt27794

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Filings

Displayed year

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

Open filing
Assets
$4,015,768
Liabilities
$0
Net assets
$4,015,768
Revenue
$377,728
Expenses
$192,563
Net income
$185,165
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.34$0.30$0.03
2024Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.13$0.32$0.18
2023Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.46$0.30$0.16
2022Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.24$0.35$0.11
2021Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.24$0.32$0.08
2020Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.29$0.32$0.03
2019Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.30$0.32$0.02
2018Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.53$0.30$0.23
2017Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.34$0.30$0.04
2016Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.39$0.32$0.07
2015Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.38$0.19$0.19
2014Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.32$0.32$0.01
2013Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.31