Civic Intelligence

Freeman Foundation Inc.

990PF • Fiscal year 2021 • EIN 34-6572280

Jan 01, 2021 to Dec 31, 2021 • Filed on Jan 30, 2023

Organization Profile
1 Windsor CTRocky River, OH 44116

(216) 318-7197

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

85th percentile

54%

Higher net margin than 85% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

65th percentile

14%

Faster asset growth than 65% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

9th percentile

-36%

Faster revenue growth than 9% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,865,337

Up $355,545 (+14%) from 2020

Net Assets

Up

$2,865,337

Up $355,545 (+14%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin85th percentile

Revenue

Down

$69,631

Down $39,622 (-36%) from 2020

Expenses

Up

$31,807

Up $25,839 (+433%) from 2020

Net Income

Down

$37,824

Down $65,461 (-63%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2019: $2,406,507Liabilities 2019: $0Net Assets 2019: $2,406,5072019Assets 2020: $2,509,792Liabilities 2020: $0Net Assets 2020: $2,509,7922020Assets 2021: $2,865,337Liabilities 2021: $0Net Assets 2021: $2,865,3372021Assets 2022: $3,682,008Liabilities 2022: $0Net Assets 2022: $3,682,0082022Assets 2023: $6,233,442Liabilities 2023: $0Net Assets 2023: $6,233,4422023Assets 2024: $6,300,798Liabilities 2024: $0Net Assets 2024: $6,300,7982024

Highlighted filing

2021

Assets$2,865,337
Liabilities$0
Net Assets$2,865,337
Open 2021 Filing

Operations Trend

Revenue Growth9th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2019: $123,866Expenses 2019: $71,723Net Income 2019: $52,1432019Revenue 2020: $109,253Expenses 2020: $5,968Net Income 2020: $103,2852020Revenue 2021: $69,631Expenses 2021: $31,807Net Income 2021: $37,8242021Revenue 2022: $1,092,008Expenses 2022: $275,337Net Income 2022: $816,6712022Revenue 2023: $3,104,342Expenses 2023: $552,908Net Income 2023: $2,551,4342023Revenue 2024: $613,594Expenses 2024: $622,476Net Income 2024: -$8,8822024

Highlighted filing

2021

Revenue$69,631
Expenses$31,807
Net Income$37,824
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jan 30, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD B FREEMAN MDManaging TrusteePT$0--
ELLEN FREEMAN KRAATZTrustee-$0--
TAFF B KRAATZTrustee-$0--
AINO WHELERTrustee-$0--
RITA N BIGHAMTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Freeman Foundation
EIN
34-6572280
Phone
2163187197
Address
1 WINDSOR CT, ROCKY RIVER, OH 44116

Signing Officer

Name
Richard Freeman
Title
Managing Trustee
Phone
2163187197
Signed
2023-01-30
Discuss with paid preparer
Yes

Preparer

Firm
Rea & Associates Inc
Address
905 ZANE STREET 2ND FLOOR, ZANESVILLE, OH 43701
Preparer
M Katherine Brown CPA
Phone
7404542461
Raw XML Appendix341 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/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RICHARD B FREEMAN MD
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01 WINDSOR CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ROCKY RIVER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd044116
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02163187197
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0INDIVIDUAL APPLICANTS SHOULD SUBMIT A BRIEF RESUME OF ACADEMIC QUALIFICATION ORGANIZATIONS SHOULD SUBMIT THEIR REQUESTS BY LETTER STATING THE PURPOSE FOR WHICH THE FUNDS WILL BE USED AND SHOW THEIR NEED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0RICHARD B FREEMAN MD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02163187197
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01 WINDSOR CT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ROCKY RIVER
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd044116
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0131047
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt0347280
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt0347280
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0191835
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0347280
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0131047
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0191835
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0307671
OtherIncreasesSchedule/OtherIncreasesDetail/Amt110050
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PPA
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1EXCISE TAX OWED/ACCOUNTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt021757
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt021757
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt06850
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD FREEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02163187197
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FREEMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FREE
ReturnHeader/Filer/EIN0346572280
ReturnHeader/Filer/PhoneNum02163187197
ReturnHeader/Filer/USAddress/AddressLine1Txt01 WINDSOR CT
ReturnHeader/Filer/USAddress/CityNm0ROCKY RIVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044116
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341310124
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REA & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0905 ZANE STREET 2ND FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ZANESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043701
ReturnHeader/PreparerPersonGrp/PhoneNum07404542461
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M KATHERINE BROWN CPA
ReturnHeader/ReturnTs02023-02-02T15:42:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FREEMAN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,865,337
Liabilities
$0
Net assets
$2,865,337
Revenue
$69,631
Expenses
$31,807
Net income
$37,824
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$0.61$0.62$0.01
2023Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$3.10$0.55$2.55
2022Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$1.09$0.28$0.82
2021Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.07$0.03$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.11$0.01$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.12$0.07$0.05