Civic Intelligence

Educational Foundation for Women in Accounting

990EZ • Fiscal year 2016 • EIN 36-6149364

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 13, 2016

136 S Keowee StDayton, OH 45402-2241

(915) 241-4713

Siviq Scores

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

Liabilities / Assets

75th percentile

0.08x

Higher debt load relative to assets than 75% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

88th percentile

0.26x

Higher debt load relative to revenue than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

92nd percentile

49%

Higher net margin than 92% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Assets

$184,649

No earlier filing loaded for comparison.

Net Assets

$170,312

No earlier filing loaded for comparison.

Liabilities

$14,337

No earlier filing loaded for comparison.

Revenue

$55,646

No earlier filing loaded for comparison.

Expenses

$28,606

No earlier filing loaded for comparison.

Net Income

$27,040

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.

$300K$200K$100K$0Assets 2016: $184,649Liabilities 2016: $14,337Net Assets 2016: $170,3122016Assets 2017: $216,748Liabilities 2017: $32,758Net Assets 2017: $183,9902017Assets 2018: $224,357Liabilities 2018: $45,591Net Assets 2018: $178,7662018Assets 2020: $253,466Liabilities 2020: $42,579Net Assets 2020: $210,8872020Assets 2022: $226,103Liabilities 2022: $37,700Net Assets 2022: $188,4032022Assets 2023: $242,196Liabilities 2023: $14,000Net Assets 2023: $228,1962023

Highlighted filing

2016

Assets$184,649
Liabilities$14,337
Net Assets$170,312

Operations Trend

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

$100K$50K$0-$50KRevenue 2016: $55,646Expenses 2016: $28,606Net Income 2016: $27,0402016Revenue 2017: $56,451Expenses 2017: $42,773Net Income 2017: $13,6782017Revenue 2018: $35,288Expenses 2018: $40,512Net Income 2018: -$5,2242018Revenue 2020: $46,781Expenses 2020: $25,343Net Income 2020: $21,4382020Revenue 2022: $13,592Expenses 2022: $58,084Net Income 2022: -$44,4922022Revenue 2023: $53,219Expenses 2023: $13,426Net Income 2023: $39,7932023

Highlighted filing

2016

Revenue$55,646
Expenses$28,606
Net Income$27,040
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 13, 2016
Return Version
2015v3.0
Gross Receipts
$55,646
Mission and Program Overview

Mission

To support the advancement of women in the accounting profession.

To support the advancement of women in the accounting profession through the funding of education, research, career literature, publications and other products. The educational foundation encourages and enables women to enter the accounting profession and empowers them to achieve equal opportunities and equal rewards.

Program Services

DescriptionGrantsExpenses
PROVIDING UNDERGRADUATE AND GRADUATE SCHOLARSHIPS AND MENTORING TO WOMEN IN NEED OR TRANSITION WHILE THEY ARE (RE) ENTERING THE ACCOUNTING FIELD; PROMOTING EDUCATION AND SCHOLARSHIPS TO WOMEN SEEKING DOCTORAL DEGREES. SEVEN SCHOLARSHIPS WERE AWARDED THIS YEAR.$9,500$16,012
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KYM ANDERSONTreasurer-$0--
ROBERT E BENDETTI JRPresident-$0--
LAURIE BURNEYPast Preside-$0--
ALEXANDRA L MILLERSecretary-$0--
SANDRA RICHTERMEYERVice Preside-$0--
MARCINE JOHNSONTrustee-$0--
BLANE RUSCHAKTrustee-$0--
FLORENCE ROYERTrustee-$0--
PATRICIA A SIMMERSTrustee-$0--
KAREN SCHOENEBECKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Educational Foundation for Women in
EIN
36-6149364
Phone
9152414713
Address
136 S KEOWEE ST, DAYTON, OH 45402-2241

Signing Officer

Name
Kym Anderson
Title
Treasurer
Phone
9152414713
Signed
2016-02-13
Discuss with paid preparer
Yes

Preparer

Firm
Jones & Company CPA Pc
Address
600 SUNLAND PK DR STE 3-400, EL PASO, TX 79912-5137
Preparer
Kym Anderson
Phone
9155851739
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I

Scholarships totalling 9,500 awarded during 2015-2016 year: madison gaither,university of tennessee: 1,000 briana laver, pittsburgh state university: 1,000 kara kenny, southern new hampshire university: 2,000 jordan rippy, university of alabama: 1,500 noelani sweet, davenport university: 2,000 ngoc do beckenthal, university of tennessee: 1,000 yvette zavala, robert morris university: 1,000

Form 990-ez, Part I, Line 10

Scholarship recipients 9,500 0 0

Form 990-ez, Part I, Line 16

Expenses expense and supplies 79 bank charges 130 telephone 149 website maintenance 104 technology upgrades 3,250 travel and meeting 3,606 total 7,318

Form 990-ez, Part I, Line 20

Adj to prior year accruals 1,977

Form 990-ez, Part II, Line 24

Pledges receivable 250 250 total 250 250

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 10,323 14,337

Form 990-ez, Part III

To support the advancement of women in the accounting profession through the funding of education, research, career literature, publications and other products. The educational foundation encourages and enables women to enter the accounting profession and empowers them to achieve equal opportunities and equal rewards.

Form 990-ez, Part III, Line 28

Providing undergraduate and graduate scholarships and mentoring to women in need or transition while they are (re) entering the accounting field; promoting education and scholarships to women seeking doctoral degrees. Seven scholarships were awarded this year.

Raw XML Appendix220 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS TOTALLING 9,500 AWARDED DURING 2015-2016 YEAR: MADISON GAITHER,UNIVERSITY OF TENNESSEE: 1,000 BRIANA LAVER, PITTSBURGH STATE UNIVERSITY: 1,000 KARA KENNY, SOUTHERN NEW HAMPSHIRE UNIVERSITY: 2,000 JORDAN RIPPY, UNIVERSITY OF ALABAMA: 1,500 NOELANI SWEET, DAVENPORT UNIVERSITY: 2,000 NGOC DO BECKENTHAL, UNIVERSITY OF TENNESSEE: 1,000 YVETTE ZAVALA, ROBERT MORRIS UNIVERSITY: 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOLARSHIP RECIPIENTS 9,500 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES EXPENSE AND SUPPLIES 79 BANK CHARGES 130 TELEPHONE 149 WEBSITE MAINTENANCE 104 TECHNOLOGY UPGRADES 3,250 TRAVEL AND MEETING 3,606 TOTAL 7,318
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADJ TO PRIOR YEAR ACCRUALS 1,977
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PLEDGES RECEIVABLE 250 250 TOTAL 250 250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACCOUNTS PAYABLE AND ACCRUED EXPENSES 10,323 14,337
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TO SUPPORT THE ADVANCEMENT OF WOMEN IN THE ACCOUNTING PROFESSION THROUGH THE FUNDING OF EDUCATION, RESEARCH, CAREER LITERATURE, PUBLICATIONS AND OTHER PRODUCTS. THE EDUCATIONAL FOUNDATION ENCOURAGES AND ENABLES WOMEN TO ENTER THE ACCOUNTING PROFESSION AND EMPOWERS THEM TO ACHIEVE EQUAL OPPORTUNITIES AND EQUAL REWARDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PROVIDING UNDERGRADUATE AND GRADUATE SCHOLARSHIPS AND MENTORING TO WOMEN IN NEED OR TRANSITION WHILE THEY ARE (RE) ENTERING THE ACCOUNTING FIELD; PROMOTING EDUCATION AND SCHOLARSHIPS TO WOMEN SEEKING DOCTORAL DEGREES. SEVEN SCHOLARSHIPS WERE AWARDED THIS YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDUCATIONAL FOUNDATION FOR WOMEN IN
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EL PASO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0799125137
ReturnHeader/PreparerPersonGrp/PhoneNum09155851739
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KYM ANDERSON
ReturnHeader/ReturnTs02017-02-14T16:43:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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