Civic Intelligence

Epiphany Formation Inc.

990 • Fiscal year 2018 • EIN 36-3693924

Apr 01, 2017 to Mar 31, 2018 • Filed on Feb 14, 2019

417 N Cass AveWestmont, IL 60559-2195

(630) 968-4292

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

33rd percentile

0.00x

Higher debt load relative to revenue than 33% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

36th percentile

-1.3%

Higher net margin than 36% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

38th percentile

-1.7%

Faster asset growth than 38% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

75th percentile

24%

Faster revenue growth than 75% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$633,410

Down $11,280 (-1.7%) from 2017

Net Assets

Down

$631,936

Down $4,352 (-0.7%) from 2017

Liabilities

Down

$1,474

Down $6,928 (-82%) from 2017

Revenue

Up

$343,482

Up $66,385 (+24%) from 2017

Expenses

Up

$347,834

Up $13,375 (+4.0%) from 2017

Net Income

Up

-$4,352

Up $53,010 (+92%) from 2017

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $735,166Liabilities 2012: $31,439Net Assets 2012: $703,7272012Assets 2013: $726,348Liabilities 2013: $34,738Net Assets 2013: $691,6102013Assets 2014: $677,335Liabilities 2014: $0Net Assets 2014: $677,3352014Assets 2015: $702,705Liabilities 2015: $0Net Assets 2015: $702,7052015Assets 2016: $748,241Liabilities 2016: $2,179Net Assets 2016: $746,0622016Assets 2017: $644,690Liabilities 2017: $8,402Net Assets 2017: $636,2882017Assets 2018: $633,410Liabilities 2018: $1,474Net Assets 2018: $631,9362018Assets 2019: $617,007Liabilities 2019: $14,405Net Assets 2019: $602,6022019Assets 2020: $627,250Liabilities 2020: $18,516Net Assets 2020: $608,7342020Assets 2021: $608,182Liabilities 2021: $50,682Net Assets 2021: $557,5002021Assets 2022: $586,964Liabilities 2022: $20,861Net Assets 2022: $566,1032022Assets 2023: $505,155Liabilities 2023: $27,984Net Assets 2023: $477,1712023Assets 2024: $481,094Liabilities 2024: $22,422Net Assets 2024: $458,6722024Assets 2025: $451,629Liabilities 2025: $13,793Net Assets 2025: $437,8362025

Highlighted filing

2018

Assets$633,410
Liabilities$1,474
Net Assets$631,936

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2012: $509,3132012Expenses 2013: $558,7572013Revenue 2014: $563,988Expenses 2014: $578,263Net Income 2014: -$14,2752014Revenue 2015: $555,145Expenses 2015: $529,775Net Income 2015: $25,3702015Revenue 2016: $525,185Expenses 2016: $481,828Net Income 2016: $43,3572016Revenue 2017: $277,097Expenses 2017: $334,459Net Income 2017: -$57,3622017Revenue 2018: $343,482Expenses 2018: $347,834Net Income 2018: -$4,3522018Revenue 2019: $330,001Expenses 2019: $359,335Net Income 2019: -$29,3342019Revenue 2020: $385,170Expenses 2020: $387,211Net Income 2020: -$2,0412020Revenue 2021: $303,653Expenses 2021: $354,887Net Income 2021: -$51,2342021Revenue 2022: $372,648Expenses 2022: $364,045Net Income 2022: $8,6032022Revenue 2023: $259,022Expenses 2023: $347,954Net Income 2023: -$88,9322023Revenue 2024: $353,435Expenses 2024: $371,934Net Income 2024: -$18,4992024Revenue 2025: $286,912Expenses 2025: $307,748Net Income 2025: -$20,8362025

Highlighted filing

2018

Revenue$343,482
Expenses$347,834
Net Income-$4,352
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Feb 14, 2019
Return Version
2017v2.3
Gross Receipts
$500,128
Mission and Program Overview

Mission

To promote the values of marriage and family relationships at all levels, education for the renewal of catholic/christian values through books and catholic products.

Promote catholic/christian values

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$406,108$392,099▼ $14,009
Inventories for Sale or Use$177,111$177,111→ $0
Land, Buildings, and Equipment, Net$41,957$42,883▲ $926
Cash and Non-Interest-Bearing Accounts$19,014$20,817▲ $1,803
Total Assets$644,690$633,410▼ $11,280
Other Assets Total$500$500→ $0
Liabilities
Accounts Payable and Accrued Expenses$8,402$1,474▼ $6,928
Total Liabilities$8,402$1,474▼ $6,928
Net Assets / Fund Balance
Unrestricted Net Assets$636,288$631,936▼ $4,352
Total Net Assets Fund Balance$636,288$631,936▼ $4,352
Total Liabilities and Net Assets / Fund Balance$644,690$633,410▼ $11,280

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$42,883$60,038$102,921
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mary Sue EckPresident
Denise KubartVice President
Father John McgeeanDirector
Gregory EckDirector
Mary Elizabeth CampiseDirector
James LynchSecretary
Laurie AldingerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,009
Program Service Revenue
$126,601
Investment Income
$593
Other Revenue
$206,279
All Other Contributions
$10,009
Change in Net Assets
$-4,352

Audited Revenue Reconciliation

Revenue per Audited Statements
$343,482
Total Revenue per Audited Statements
$343,482
Total Revenue per Form 990
$343,482
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$192,844
Salaries, Compensation, and Employee Benefits$151,694
Grants and Similar Amounts Paid$3,296
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$82,581--$82,581
Occupancy$48,000$11,395-$59,395
Current Officers, Directors, Trustees, and Key Employees$23,135$34,702-$57,837
Office Expenses-$11,537-$11,537
Payroll Taxes$11,276--$11,276
Depreciation Depletion-$9,055-$9,055
Insurance$6,817--$6,817
Grants to Domestic Orgs$3,296--$3,296
Advertising$2,100--$2,100
Other Expenses$90,939$474-$474
Travel$461--$461
Royalties$314--$314
Total Functional Expenses$280,671$67,163$0$347,834

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$347,834
Total Expenses per Audited Statements$347,834
Total Expenses per Form 990$347,834
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2

Business or family relationship of officers, directors, etc., mary sue eck, president - son, gregory eck, board member.

Form 990, Part VI, Line 6

Explanation of classes of members or shareholders - capital stock of 900

Form 990, Part VI, Line 11B

Form 990 review process - officers will review the 990 tax return.

Form 990, Part VI, Line 18

Explanation of other means forms available for public inspection - forms are available upon request at offices of the organization.

Form 990, Part VI, Line 19

Other organization documents publicly avaiilable - no other documents available to the public.

Filing and Contact Details

Filer

Filer Name
Epiphany Formation Inc
EIN
36-3693924
Phone
6309684292
Address
417 N CASS AVE, WESTMONT, IL 60559-2195
Doing Business As
Dupage Marian Center the Catholic Shoppe

Signing Officer

Name
Mary Sue Eck
Title
President
Signed
2019-02-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Sue Eck
Formed
1983
Legal Domicile
Il
Voting Board Members
4
Independent Board Members
2
Employees
15

Preparer

Firm
Cocalas Westberg Mommsen and Co Ltd
Address
60 Orland Square Drive Ste 300, Orland Park, IL 60462
Preparer
James Mommsen
Phone
7083496400
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

Program Service Expenses 29,790, Grants and allocations 0, Revenue 0 OTHER EXPENSES

Financial Statement Notes

X 2

Uncertain tax positions - the organization is subject to income tax on its unrelated business activities, such as income from magazine advertising. However, the organization has generated a net operating loss resulting from this taxable activity. The operating loss will be carried forward to future years.

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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04332
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt069789
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0593
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0775
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01992
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0949
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0677
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04986
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0487360
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0427857
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0511260
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0516839
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0558979
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02502295
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0593
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0775
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01992
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0949
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0677
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04986
IRS990ScheduleA/InvestmentIncomeCYPct00.00190
IRS990ScheduleA/InvestmentIncomePYPct00.00300
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.99810
IRS990ScheduleA/PublicSupportPY509Pct00.99700
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt02572084
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0497369
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0431947
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0525185
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0554272
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0563311
IRS990ScheduleA/Total509Grp/TotalAmt02572084
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0497962
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0432722
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0527177
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0555221
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0563988
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02577070
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt042883
IRS990ScheduleD/EquipmentGrp/DepreciationAmt060038
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0102921
IRS990ScheduleD/ExpensesSubtotalAmt0347834
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/RevenueSubtotalAmt0343482
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0UNCERTAIN TAX POSITIONS - THE ORGANIZATION IS SUBJECT TO INCOME TAX ON ITS UNRELATED BUSINESS ACTIVITIES, SUCH AS INCOME FROM MAGAZINE ADVERTISING. HOWEVER, THE ORGANIZATION HAS GENERATED A NET OPERATING LOSS RESULTING FROM THIS TAXABLE ACTIVITY. THE OPERATING LOSS WILL BE CARRIED FORWARD TO FUTURE YEARS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0X 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt042883
IRS990ScheduleD/TotalExpensesPerForm990Amt0347834
IRS990ScheduleD/TotalRevenuePerForm990Amt0343482
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0343482
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0347834
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program Service Expenses 29,790, Grants and allocations 0, Revenue 0 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BUSINESS OR FAMILY RELATIONSHIP OF OFFICERS, DIRECTORS, ETC., MARY SUE ECK, PRESIDENT - SON, GREGORY ECK, BOARD MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPLANATION OF CLASSES OF MEMBERS OR SHAREHOLDERS - CAPITAL STOCK OF 900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 REVIEW PROCESS - OFFICERS WILL REVIEW THE 990 TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EXPLANATION OF OTHER MEANS FORMS AVAILABLE FOR PUBLIC INSPECTION - FORMS ARE AVAILABLE UPON REQUEST AT OFFICES OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAIILABLE - NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0644690
IRS990/TotalAssetsEOYAmt0633410
IRS990/TotalAssetsGrp/BOYAmt0644690
IRS990/TotalAssetsGrp/EOYAmt0633410
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt010009
IRS990/TotalEmployeeCnt015
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt067163
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0280671
IRS990/TotalFunctionalExpensesGrp/TotalAmt0347834
IRS990/TotalGrossUBIAmt011060
IRS990/TotalLiabilitiesBOYAmt08402
IRS990/TotalLiabilitiesEOYAmt01474
IRS990/TotalLiabilitiesGrp/BOYAmt08402
IRS990/TotalLiabilitiesGrp/EOYAmt01474
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0636288
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0631936
IRS990/TotalOtherProgSrvcExpenseAmt029790
IRS990/TotalProgramServiceExpensesAmt0280671
IRS990/TotalProgramServiceRevenueAmt0126601
IRS990/TotalRevenueGrp/ExclusionAmt0593
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0321820
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0343482
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt011060
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0644690
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0633410
IRS990/TravelGrp/ProgramServicesAmt0461
IRS990/TravelGrp/TotalAmt0461
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0636288
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0631936
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0317 OGDEN AVE
IRS990/USAddress/CityNm0WESTMONT
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060559
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0CATHOLICSHOPEEUSA.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY SUE ECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-14

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.52$0.14$4.38$2.87$3.08$0.21
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.81$0.22$4.59$3.53$3.72$0.18
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.05$0.28$4.77$2.59$3.48$0.89
2022Detailed filing. Detailed filing data is available for this year.$5.87$0.21$5.66$3.73$3.64$0.09
2021Detailed filing. Detailed filing data is available for this year.$6.08$0.51$5.58$3.04$3.55$0.51
2020Detailed filing. Detailed filing data is available for this year.$6.27$0.19$6.09$3.85$3.87$0.02
2019Detailed filing. Detailed filing data is available for this year.$6.17$0.14$6.03$3.30$3.59$0.29
2018Detailed filing. Detailed filing data is available for this year.$6.33$0.01$6.32$3.43$3.48$0.04
2017Detailed filing. Detailed filing data is available for this year.$6.45$0.08$6.36$2.77$3.34$0.57
2016Detailed filing. Detailed filing data is available for this year.$7.48$0.02$7.46$5.25$4.82$0.43
2015Detailed filing. Detailed filing data is available for this year.$7.03$0.00$7.03$5.55$5.30$0.25
2014Detailed filing. Detailed filing data is available for this year.$6.77$0.00$6.77$5.64$5.78$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.26$0.35$6.92$5.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.35$0.31$7.04$5.09