Civic Intelligence

Coa Research Foundation Inc

990EZ • Fiscal year 2017 • EIN 35-2199219

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 07, 2018

5155 Bradenton AvenueDublin, OH 43017

(614) 766-2006

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

93rd percentile

55%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

76th percentile

26%

Faster asset growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

283%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$45,333

Up $9,399 (+26%) from 2016

Net Assets

Up

$45,333

Up $9,399 (+26%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$17,076

Up $12,618 (+283%) from 2016

Expenses

Up

$7,677

Up $3,811 (+99%) from 2016

Net Income

Up

$9,399

Up $8,807 (+1488%) from 2016

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2010: $36,071Net Assets 2010: $36,0712010Assets 2011: $51,310Net Assets 2011: $51,3102011Assets 2012: $31,474Net Assets 2012: $31,4742012Assets 2013: $24,865Net Assets 2013: $24,8652013Assets 2014: $33,746Net Assets 2014: $33,7462014Assets 2015: $35,342Net Assets 2015: $35,3422015Assets 2016: $35,934Net Assets 2016: $35,9342016Assets 2017: $45,333Net Assets 2017: $45,3332017Assets 2018: $42,410Net Assets 2018: $42,3802018Assets 2019: $31,083Net Assets 2019: $31,0832019Assets 2020: $19,293Net Assets 2020: $19,2932020Assets 2021: $0Net Assets 2021: $02021

Highlighted filing

2017

Assets$45,333
Liabilities-
Net Assets$45,333

Operations Trend

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

$40K$20K$0-$20KRevenue 2010: $11,700Expenses 2010: $7,330Net Income 2010: $4,3702010Revenue 2011: $25,705Expenses 2011: $10,465Net Income 2011: $15,2402011Revenue 2012: $19,628Expenses 2012: $39,465Net Income 2012: -$19,8372012Revenue 2013: $8,000Expenses 2013: $14,609Net Income 2013: -$6,6092013Revenue 2014: $16,490Expenses 2014: $7,609Net Income 2014: $8,8812014Revenue 2015: $14,975Expenses 2015: $13,379Net Income 2015: $1,5962015Revenue 2016: $4,458Expenses 2016: $3,866Net Income 2016: $5922016Revenue 2017: $17,076Expenses 2017: $7,677Net Income 2017: $9,3992017Revenue 2018: $13,098Expenses 2018: $16,051Net Income 2018: -$2,9532018Revenue 2019: $10,750Expenses 2019: $22,077Net Income 2019: -$11,3272019Revenue 2020: $100Expenses 2020: $11,890Net Income 2020: -$11,7902020Expenses 2021: $19,2932021

Highlighted filing

2017

Revenue$17,076
Expenses$7,677
Net Income$9,399
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 7, 2018
Return Version
2017v2.3
Gross Receipts
$17,076
Mission and Program Overview

Mission

Educate the public on preventative eye care and the medical and surgical treatment of eye disease.

Program Services

DescriptionGrantsExpenses
PROVIDE EDUCATIONAL SEMINARS TO EYE CARE PROFESSIONALS ON THE MEDICAL AND SURGICAL TREATMENT OF EYE DISEASE; DO RESEARCH ON EYE DISEASES; PROVIDE FREE SCREENINGS TO SENIOR CITIZENS AND THE POOR.-$7,533
PROVIDE EDUCATIONAL SEMINARS TO EYE CARE PROFESSIONALS ON THE MEDICAL AND SURGICAL TREATMENT OF EYE DISEASE; DO RESEARCH ON EYE DISEASES; PROVIDE FREE SCREENINGS TO SENIOR CITIZENS AND THE POOR.-$144
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD G ORLANDO MDTrustee-$0--
JAMES MCHALE MDTrustee-$0--
DAWN HARTMAN ODTrustee-$0--
DOMINIC DIBARTOLOMEO CPATrustee-$0--
DAVID RESCH JDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Coa Research Foundation Inc
EIN
35-2199219
Phone
6147662006
Address
5155 BRADENTON AVENUE, DUBLIN, OH 43017

Signing Officer

Name
Richard G Orlando Md
Title
Trustee
Phone
6147662006
Signed
2018-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Hhh CPA Group LLC
Address
1250 OLD HENDERSON RD, COLUMBUS, OH 43220-3606
Preparer
Brian Schneider
Phone
6144514644
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses donation 500 office supplies 1,608 charitable donation 508 community service 4,872 refund deposit 45 non-investment depreciation 144 total 7,677

Form 990-ez, Part II, Line 24

Equipment 6,193 6,193 less accumulated depreciation 5,978 6,122 total 215 71

Form 990-ez, Part III

Educate the public on preventative eye care and the medical and surgical treatment of eye disease.

Form 990-ez, Part III, Line 28

Provide educational seminars to eye care professionals on the medical and surgical treatment of eye disease; do research on eye diseases; provide free screenings to senior citizens and the poor.

Form 990-ez, Part III, Line 31

Provide educational seminars to eye care professionals on the medical and surgical treatment of eye disease; do research on eye diseases; provide free screenings to senior citizens and the poor.

Raw XML Appendix153 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0RICHARD G ORLANDO MD
IRS990EZ/BooksInCareOfDetail/PhoneNum06147662006
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05155 BRADENTON AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DUBLIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043017
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035719
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt045262
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09399
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035934
IRS990EZ/Form990TotalAssetsGrp/EOYAmt045333
IRS990EZ/GrossReceiptsAmt017076
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035934
IRS990EZ/NetAssetsOrFundBalancesEOYAmt045333
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035934
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt045333
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICHARD G ORLANDO MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES MCHALE MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAWN HARTMAN OD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DOMINIC DIBARTOLOMEO CPA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID RESCH JD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0215
IRS990EZ/OtherAssetsTotalDetail/EOYAmt071
IRS990EZ/OtherExpensesTotalAmt07677
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATE THE PUBLIC ON PREVENTATIVE EYE CARE AND THE MEDICAL AND SURGICAL TREATMENT OF EYE DISEASE.
IRS990EZ/ProgramServiceRevenueAmt017076
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE EDUCATIONAL SEMINARS TO EYE CARE PROFESSIONALS ON THE MEDICAL AND SURGICAL TREATMENT OF EYE DISEASE; DO RESEARCH ON EYE DISEASES; PROVIDE FREE SCREENINGS TO SENIOR CITIZENS AND THE POOR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE EDUCATIONAL SEMINARS TO EYE CARE PROFESSIONALS ON THE MEDICAL AND SURGICAL TREATMENT OF EYE DISEASE; DO RESEARCH ON EYE DISEASES; PROVIDE FREE SCREENINGS TO SENIOR CITIZENS AND THE POOR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07533
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1144
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07677
IRS990EZ/TotalProgramServiceExpensesAmt07677
IRS990EZ/TotalRevenueAmt017076
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02510
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt017076
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04458
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt014965
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt013990
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt08000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt058489
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt060999
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt017076
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04458
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt014975
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt016490
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt08000
IRS990ScheduleA/Total509Grp/TotalAmt060999
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt017076
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04458
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt014975
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt016490
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt08000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt060999
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES DONATION 500 OFFICE SUPPLIES 1,608 CHARITABLE DONATION 508 COMMUNITY SERVICE 4,872 REFUND DEPOSIT 45 NON-INVESTMENT DEPRECIATION 144 TOTAL 7,677
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EQUIPMENT 6,193 6,193 LESS ACCUMULATED DEPRECIATION 5,978 6,122 TOTAL 215 71
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EDUCATE THE PUBLIC ON PREVENTATIVE EYE CARE AND THE MEDICAL AND SURGICAL TREATMENT OF EYE DISEASE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROVIDE EDUCATIONAL SEMINARS TO EYE CARE PROFESSIONALS ON THE MEDICAL AND SURGICAL TREATMENT OF EYE DISEASE; DO RESEARCH ON EYE DISEASES; PROVIDE FREE SCREENINGS TO SENIOR CITIZENS AND THE POOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROVIDE EDUCATIONAL SEMINARS TO EYE CARE PROFESSIONALS ON THE MEDICAL AND SURGICAL TREATMENT OF EYE DISEASE; DO RESEARCH ON EYE DISEASES; PROVIDE FREE SCREENINGS TO SENIOR CITIZENS AND THE POOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD G ORLANDO MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06147662006
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COA RESEARCH FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0COAR
ReturnHeader/Filer/EIN0352199219
ReturnHeader/Filer/PhoneNum06147662006
ReturnHeader/Filer/USAddress/AddressLine1Txt05155 BRADENTON AVENUE
ReturnHeader/Filer/USAddress/CityNm0DUBLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043017
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D5642DF4423300A4A94EB47D443012BF6EC3F5D5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CDAA69C8E48286D7E8E77F86895B9B0F57C8F28A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:59:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203767687
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HHH CPA GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01250 OLD HENDERSON RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0432203606
ReturnHeader/PreparerPersonGrp/PhoneNum06144514644
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN SCHNEIDER
ReturnHeader/ReturnTs02018-11-07T14:59:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings