Civic Intelligence

Follett Educational Foundation

990PF • Fiscal year 2013 • EIN 36-6104348

Aug 01, 2012 to Jul 31, 2013 • Filed on Mar 14, 2014

3 Westbrook Corp Center60154
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

72nd percentile

9.3%

Faster asset growth than 72% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$3,388,345

Up $288,698 (+9.3%) from 2012

Net Assets

Up

$3,388,345

Up $288,698 (+9.3%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$300,954

Down $37,504 (-11%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,131,943Liabilities 2010: $0Net Assets 2010: $3,131,9432010Assets 2011: $3,122,918Liabilities 2011: $0Net Assets 2011: $3,122,9182011Assets 2012: $3,099,647Liabilities 2012: $0Net Assets 2012: $3,099,6472012Assets 2013: $3,388,345Liabilities 2013: $0Net Assets 2013: $3,388,3452013Assets 2014: $3,686,475Liabilities 2014: $201Net Assets 2014: $3,686,2742014Assets 2015: $3,981,707Liabilities 2015: $578Net Assets 2015: $3,981,1292015Assets 2016: $4,144,367Liabilities 2016: $235Net Assets 2016: $4,144,1322016Assets 2017: $4,279,452Liabilities 2017: $298Net Assets 2017: $4,279,1542017Assets 2018: $4,439,167Liabilities 2018: $166Net Assets 2018: $4,439,0012018Assets 2019: $4,585,660Liabilities 2019: $153Net Assets 2019: $4,585,5072019Assets 2020: $4,668,223Liabilities 2020: $12Net Assets 2020: $4,668,2112020Assets 2021: $4,702,904Liabilities 2021: $151Net Assets 2021: $4,702,7532021Assets 2022: $5,125,877Liabilities 2022: $0Net Assets 2022: $5,125,8772022Assets 2023: $5,353,078Liabilities 2023: $0Net Assets 2023: $5,353,0782023Assets 2024: $5,438,077Liabilities 2024: $0Net Assets 2024: $5,438,0772024

Highlighted filing

2013

Assets$3,388,345
Liabilities$0
Net Assets$3,388,345

Operations Trend

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

$800K$600K$400K$200K$0Expenses 2010: $324,8102010Expenses 2011: $386,7352011Expenses 2012: $338,4582012Expenses 2013: $300,9542013Revenue 2014: $663,899Expenses 2014: $365,970Net Income 2014: $297,9292014Revenue 2015: $697,604Expenses 2015: $402,749Net Income 2015: $294,8552015Revenue 2016: $550,977Expenses 2016: $387,974Net Income 2016: $163,0032016Revenue 2017: $493,100Expenses 2017: $358,078Net Income 2017: $135,0222017Revenue 2018: $545,190Expenses 2018: $385,343Net Income 2018: $159,8472018Revenue 2019: $546,565Expenses 2019: $400,059Net Income 2019: $146,5062019Revenue 2020: $494,195Expenses 2020: $411,491Net Income 2020: $82,7042020Revenue 2021: $336,565Expenses 2021: $302,023Net Income 2021: $34,5422021Revenue 2022: $698,926Expenses 2022: $275,802Net Income 2022: $423,1242022Revenue 2023: $412,991Expenses 2023: $185,790Net Income 2023: $227,2012023Revenue 2024: $257,960Expenses 2024: $172,961Net Income 2024: $84,9992024

Highlighted filing

2013

Revenue-
Expenses$300,954
Net Income-
Jump To
Filing Snapshot
Filing Period
Aug 1, 2012 to Jul 31, 2013
Signed
Mar 14, 2014
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRITTEN FOLLETTPres/Trustee-$0--
KEITH O'HARAVice President-$0--
CHRISTOPHER TRAUTTrustee-$0--
RON GRIFFINTreasurerPT$0--
MATTHEW FOLLETTTrustee-$0--
SUZANNE STEGEMANTrustee-$0--
JOE SKAGGSSecretary-$0--
ALAN STRATMANTrustee-$0--
ELIO DISTAOLATrustee-$0--
ALISON O'HARATrustee-$0--
IRIS WAICHLERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Education GrantsnoneMALIBU, CA, US$3,500
Paid Grant-Education GrantnoneCOLUMBIA, MO, US$3,500
Paid Grant-Education GrantnoneBOSTON, MA, US$3,250
Paid Grant-Education GrantnoneFLUSHING, NY, US$3,250
Paid Grant-Education GrantnoneDEKALB, IL, US$3,250
Paid Grant-Education GrantnoneSIOUX CITY, IA, US$3,250
Paid Grant-Education GrantnoneSAN DIEGO, CA, US$3,179
Paid Grant-Education GrantnoneNORMAL, IL, US$3,000
Paid Grant-Education GrantnoneCLARKSVILLE, TN, US$3,000
Paid Grant-Education GrantnoneMILWAUKEE, WI, US$3,000
Paid Grant-Education GrantnoneHUNTSVILLE, TX, US$3,000
Paid Grant-Education GrantnoneMANCHESTER, NH, US$3,000
Paid Grant-Education GrantnoneMT PLEASANT, MI, US$3,000
Paid Grant-Education GrantnoneURBANA, IL, US$3,000
Paid Grant-Education GrantnoneTALLAHASSEE, FL, US$3,000
Paid Grant-Education GrantnoneGALESBURG, IL, US$3,000
Paid Grant-Education GrantnoneDEERFIELD, IL, US$3,000
Paid Grant-Education GrantnonePHILADELPHIA, PA, US$2,750
Paid Grant-Education GrantnoneKEARNEY, NE, US$2,750
Paid Grant-Education GrantnoneSTILLWATER, OK, US$2,750
Paid Grant-Education GrantnoneDEKALB, IL, US$2,750
Paid Grant-Education GrantnoneKENNESAW, GA, US$2,750
Paid Grant-Education GrantnoneAMHEARST, MA, US$2,750
Paid Grant-Education GrantnoneCHICAGO, IL, US$2,750
Paid Grant-Education GrantnoneDURHAM, NC, US$2,750
Paid Grant-Education GrantnoneMENOMONIE, WI, US$2,750
Paid Grant-Education GrantnoneURBANA, IL, US$2,750
Paid Grant-Education GrantnoneORANGE, CA, US$2,750
Paid Grant-Education GrantnoneELGIN, IL, US$2,750
Paid Grant-Education GrantnoneTUCSON, AZ, US$2,750
Paid Grant-Education GrantnoneFITCHBURG, MA, US$2,750
Paid Grant-Education GrantnoneDES MOINES, IA, US$2,500
Paid Grant-Education GrantnoneWEST LAFAYETTE, IN, US$2,500
Paid Grant-Education GrantnoneELMHURST, IL, US$2,500
Paid Grant-Education GrantnoneDES MOINES, IA, US$2,500
Paid Grant-Education GrantnoneANNANDALE, NY, US$2,500
Paid Grant-Education GrantnoneEDWARDSVILLE, IL, US$2,500
Paid Grant-Education GrantnoneKEARNEY, NE, US$2,500
Paid Grant-Education GrantnoneNAPERVILLE, IL, US$2,500
Paid Grant-Education GrantnoneCHICAGO, IL, US$2,250
Paid Grant-Education GrantnoneDES MOINES, IA, US$2,250
Paid Grant-Education GrantnoneTEMPE, AZ, US$2,250
Paid Grant-Education GrantnonePINE BLUFF, AR, US$2,250
Paid Grant-Education GrantnoneCHARLESTON, IL, US$2,250
Paid Grant-Education GrantNoneURBANA, IL, US$2,250
Paid Grant-Education GrantnoneCHICAGO, IL, US$2,250
Paid Grant-Education GrantnoneSAN MARCOS, TX, US$2,250
Paid Grant-Education GrantnoneFORT COLLINS, CO, US$2,250
Paid Grant-Education GrantnoneNORMAL, IL, US$2,250
Paid Grant-Education GrantnoneROCHESTER, NY, US$2,250
Paid Grant-Education GrantnoneELGIN, IL, US$2,250
Paid Grant-Education GrantnoneSANFORD, FL, US$2,189
Paid Grant-Education GrantnoneOSWEGO, NY, US$2,087
Paid Grant-Education GrantnoneCHICAGO, IL, US$2,014
Paid Grant-Education GrantnoneURBANA, IL, US$2,000
Paid Grant-Education GrantnoneMALTA, IL, US$2,000
Paid Grant-Education GrantnoneALLIANCE, OH, US$2,000
Paid Grant-Education GrantnoneCHICAGO, IL, US$2,000
Paid Grant-Education GrantnoneROCK ISLAND, IL, US$2,000
Paid Grant-Education GrantnoneMINNEAPOLIS, MN, US$2,000
Paid Grant-Education GrantnoneMACOMB, IL, US$2,000
Paid Grant-Education GrantnoneCHICAGO, IL, US$1,750
Paid Grant-Education GrantnoneBOURBONNAIS, IL, US$1,750
Paid Grant-Education GrantnoneEDWARDSVILLE, IL, US$1,750
Paid Grant-Education GrantnoneLAWRENCE TOWNSHIP, NJ, US$1,750
Paid Grant-Education GrantnoneCHICAGO, IL, US$1,750
Paid Grant-Education GrantnoneAUSTIN, TX, US$1,750
Paid Grant-Education GrantnonePLYMOUTH, WI, US$1,750
Paid Grant-Education GrantnoneWALTHAM, MA, US$1,750
Paid Grant-Education GrantnoneGAINESVILLE, FL, US$1,750
Paid Grant-Education GrantnoneVALPARAISO, IN, US$1,750
Paid Grant-Education GrantnoneIMPERIAL, CA, US$1,750
Paid Grant-Education GrantnoneCHARLESTON, IL, US$1,750
Paid Grant-Education GrantnoneINDIANA, PA, US$1,750
Paid Grant-Education GrantnoneKEARNEY, NE, US$1,750
Paid Grant-Education GrantnoneNORMAL, IL, US$1,750
Paid Grant-Education GrantnoneROCKFORD, IL, US$1,750
Paid Grant-Education GrantnoneEVANSVILLE, IN, US$1,750
Paid Grant-Education GrantnoneLONG BEACH, CA, US$1,722
Paid Grant-Education GrantnoneCHICAGO, IL, US$1,500
Paid Grant-Education GrantnoneEDMOND, OK, US$1,500
Paid Grant-Education GrantnoneATLANTA, GA, US$1,500
Paid Grant-Education GrantnoneGLEN ELLYN, IL, US$1,500
Paid Grant-Education GrantnoneALLIANCE, OH, US$1,500
Paid Grant-Education GrantnoneGALESBURG, IL, US$1,500
Paid Grant-Education GrantnoneIOWA CITY, IA, US$1,500
Paid Grant-Education GrantnoneMONMOUTH, IL, US$1,500
Paid Grant-Education GrantnoneOMAHA, NE, US$1,500
Paid Grant-Education GrantnoneHAMDEN, CT, US$1,499
Paid Grant-Education GrantnoneROCK ISLAND, IL, US$1,498
Paid Grant-Education GrantnoneNORMAL, IL, US$1,375
Paid Grant-Education GrantnoneWASHINGTON, DC, US$1,350
Paid Grant-Education GrantnoneNORFOLK, VA, US$1,316
Paid Grant-Education GrantnoneATHENS, OH, US$1,250
Paid Grant-Education GrantNoneSARATOGA SPRINGS, NY, US$1,250
Paid Grant-Education GrantnoneSAVANNAH, GA, US$1,250
Paid Grant-Education GrantnonePHOENIX, AZ, US$1,250
Paid Grant-Education GrantnoneLINCOLN, NE, US$1,250
Paid Grant-Education GrantnoneELYRIA, OH, US$1,250
Paid Grant-Education GrantnoneEUREKA, IL, US$1,250
Paid Grant-Education GrantnonePLATTSBURGH, NY, US$1,125
Paid Grant-Education GrantnoneNORMAL, IL, US$1,125
Paid Grant-Education GrantnoneCRYSTAL LAKE, IL, US$1,125
Paid Grant-Education GrantnoneHOUSTON, TX, US$1,125
Paid Grant-Education GrantnoneGLEN ELLYN, IL, US$1,125
Paid Grant-Education GrantnoneELGIN, IL, US$1,100
Paid Grant-Education GrantnoneMONMOUTH, IL, US$1,000
Paid Grant-Education GrantnoneNORTHRIDGE, CA, US$1,000
Paid Grant-Education GrantnoneDAYTONA BEACH, IL, US$924
Paid Grant-Education GrantnoneREXBURG, ID, US$750
Paid Grant-Education GrantnoneJACKSON, MS, US$750
Paid Grant-Education GrantnoneTUSCALOOSA, AL, US$750
Paid Grant-Education GrantnoneREXBURG, ID, US$750
Paid Grant-Education GrantnoneMCHENRY, IL, US$750
Paid Grant-Education GrantnoneSTATE COLLEGE, PA, US$625
Paid Grant-Education GrantnonePITTSBURGH, PA, US$625
Paid Grant-Education GrantnoneEDWARDVILLE, IL, US$466
Paid Grant-Education GrantnoneELGIN, IL, US$194
Filing and Contact Details

Filer

EIN
36-6104348
Raw XML AppendixShowing 400 of 1,644 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
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue040000
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV346500
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0GMAC Smartnotes Due 8/15/2018
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1GNMA Pool 508271X
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2Goldman Sachs Note Due 12/15/2034
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3Barclays Bank PLC Note Due 4/19/2033
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue01019
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue110564
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue25172
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock040 Shares McGraw Hill
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1354.043933 Shares Pfizer, Inc
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2139.182750 Shares General Electric
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3150 Shares Pfizer, Inc
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock429 Shares Johnson & Johnson
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51369 Shares CNO Financial Group, Inc
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock62 Shares Citigroup, Inc
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7102.215000 Shares Walgreens
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue1450000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue15150000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue16150000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1750661
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1850402
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0American Century Balanced Fund
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1American Century Growth Fund
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2American Century International Growth Fund
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3American Century Select Fund
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4Auburn Bank CD Due 3/6/19
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5Federated Kaufman Fund
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6Goldman Sachs Bank CD Due 3/4/19
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem7Central National Bank CD Due 9/28/2021
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem8First National Bank of America CD Due 11/29/2024
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem9Horizon Bank CD Due 6/26/2026
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem10Citibank NA CD Due 1/27/2027
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem11Citibank NA CD Due 10/28/2031
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem12Goldman Sachs Bank CD Due 6/21/2032
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem13Citibank NA CD Due 6/29/2032
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem14BMO Harris Bank CD Due 4/25/2028
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem15Wells Fargo Bank CD Due 6/28/2028
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem16Farmers & Merchant Bank CD Due 10/30/2037
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem17Franklin Income Fund
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem18First Trust Portfolios Dow Target Fund
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired142004-01-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired152004-01-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired162004-01-23
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-08-15
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-09-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-10-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-10-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-11-15
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142013-05-15
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162013-07-15
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.44$0.26$0.17$0.08
2023Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$0.41$0.19$0.23
2022Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.70$0.28$0.42
2021Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.34$0.30$0.03
2020Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.49$0.41$0.08
2019Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.55$0.40$0.15
2018Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.55$0.39$0.16
2017Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.49$0.36$0.14
2016Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.55$0.39$0.16
2015Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.70$0.40$0.29
2014Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.66$0.37$0.30
2013Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.30
2012Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.34
2011Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.39
2010Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.32