Civic Intelligence

The Empowerment Foundation

990PF • Fiscal year 2017 • EIN 35-1837497

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

10360 Plumbago Pointe DriveBonita Springs, FL 34135

(317) 650-0072

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

8th percentile

-56%

Higher net margin than 8% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

21st percentile

-3.8%

Faster asset growth than 21% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-88%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$2,157,647

Down $86,258 (-3.8%) from 2016

Net Assets

Down

$2,157,647

Down $86,258 (-3.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$153,405

Down $1,099,667 (-88%) from 2016

Expenses

Up

$239,663

Up $16,805 (+7.5%) from 2016

Net Income

Down

-$86,258

Down $1,116,472 (-108%) from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,156,946Liabilities 2010: $0Net Assets 2010: $1,156,9462010Assets 2011: $1,125,110Liabilities 2011: $0Net Assets 2011: $1,125,1102011Assets 2012: $1,049,730Liabilities 2012: $0Net Assets 2012: $1,049,7302012Assets 2013: $1,098,026Liabilities 2013: $0Net Assets 2013: $1,098,0262013Assets 2014: $1,121,516Liabilities 2014: $0Net Assets 2014: $1,121,5162014Assets 2015: $1,306,722Liabilities 2015: $0Net Assets 2015: $1,306,7222015Assets 2016: $2,243,905Liabilities 2016: $0Net Assets 2016: $2,243,9052016Assets 2017: $2,157,647Liabilities 2017: $0Net Assets 2017: $2,157,6472017Assets 2018: $2,230,634Liabilities 2018: $0Net Assets 2018: $2,230,6342018Assets 2019: $1,670,573Liabilities 2019: $0Net Assets 2019: $1,670,5732019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2017

Assets$2,157,647
Liabilities$0
Net Assets$2,157,647

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $82,2252010Expenses 2011: $86,3252011Expenses 2012: $361,4022012Revenue 2013: $119,315Expenses 2013: $71,152Net Income 2013: $48,1632013Revenue 2014: $98,116Expenses 2014: $74,626Net Income 2014: $23,4902014Revenue 2015: $276,220Expenses 2015: $91,014Net Income 2015: $185,2062015Revenue 2016: $1,253,072Expenses 2016: $222,858Net Income 2016: $1,030,2142016Revenue 2017: $153,405Expenses 2017: $239,663Net Income 2017: -$86,2582017Revenue 2018: $108,355Expenses 2018: $35,368Net Income 2018: $72,9872018Revenue 2019: $164,373Expenses 2019: $724,434Net Income 2019: -$560,0612019Revenue 2020: $1,659,952Expenses 2020: $3,330,525Net Income 2020: -$1,670,5732020

Highlighted filing

2017

Revenue$153,405
Expenses$239,663
Net Income-$86,258
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN C GAERTETrustee-$0--
JAMES J MCGRATHAsst Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The Empowerment Foundation
EIN
35-1837497
In Care Of
% HOLLY PANTZER/BKD LLP
Phone
3176500072
Address
10360 Plumbago Pointe Drive, Bonita Springs, FL 34135

Signing Officer

Name
Stephen C Gaerte
Title
trustee
Phone
3176500072
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
201 N Illinois Street, Indianapolis, IN 46204
Preparer
Holly M Pantzer
Phone
3173834000
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0207485
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt079928
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt062026
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt061694
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0351931
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.127252
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.15703
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.062787
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.0502
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.052184
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.314058
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01347
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02425154
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01321310
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01273008
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01235579
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01182232
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01120591
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0221152
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.636259
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0221152
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0221152
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0221152
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0201 N ILLINOIS ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Indianapolis
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd046204
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0HOLLY PANTZERBKD LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum03173834000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SAVE THE FAMILY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0125 EAST UNIVERSITY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MESA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd085201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0150000
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
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0118565
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0118565
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0142389
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt019187
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01746
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04519
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0296339
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0296339
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0270428
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0102587
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0142389
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt019187
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01746
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04519
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0221152
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0102587
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0566767
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0464180
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt048177
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt048177
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt018511
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt19500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt24500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CHARLES SCHWAB MGMT. FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1FIDUCIARY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2FIDUCIARY FEES (RE CRUT GRANT)
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt09500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt14500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt018511
TaxesSchedule/TaxesDetail/CategoryTxt0EXECISE TAXES
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN C GAERTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum03176500072
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Empowerment Foundation
ReturnHeader/Filer/BusinessNameControlTxt0EMPO
ReturnHeader/Filer/EIN0351837497
ReturnHeader/Filer/InCareOfNm0% HOLLY PANTZER/BKD LLP
ReturnHeader/Filer/PhoneNum03176500072
ReturnHeader/Filer/USAddress/AddressLine1Txt010360 Plumbago Pointe Drive
ReturnHeader/Filer/USAddress/CityNm0Bonita Springs
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034135
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId016A11D687FF77742D2C3D2101FEF0404FF0F9330
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04110E6030DEC3815E618B0ACDDB65752087CDD85
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId043033020181315000020
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-11
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.126.162
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 N Illinois Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Indianapolis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046204
ReturnHeader/PreparerPersonGrp/PhoneNum03173834000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOLLY M PANTZER
ReturnHeader/ReturnTs02018-05-11T13:13:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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