Civic Intelligence

Educational Foundation for Women in Accounting

990EZ • Fiscal year 2017 • EIN 36-6149364

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 30, 2017

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

81st percentile

0.15x

Higher debt load relative to assets than 81% of similar nonprofits.

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

Liabilities / Revenue

93rd percentile

0.58x

Higher debt load relative to revenue than 93% of similar nonprofits.

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

Net Margin

80th percentile

24%

Higher net margin than 80% 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

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

51st percentile

1.4%

Faster revenue growth than 51% of similar nonprofits.

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

Assets

Up

$216,748

Up $32,099 (+17%) from 2016

Net Assets

Up

$183,990

Up $13,678 (+8.0%) from 2016

Liabilities

Up

$32,758

Up $18,421 (+128%) from 2016

Revenue

Up

$56,451

Up $805 (+1.4%) from 2016

Expenses

Up

$42,773

Up $14,167 (+50%) from 2016

Net Income

Down

$13,678

Down $13,362 (-49%) from 2016

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

2017

Assets$216,748
Liabilities$32,758
Net Assets$183,990

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

2017

Revenue$56,451
Expenses$42,773
Net Income$13,678
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 30, 2017
Return Version
2016v3.0
Gross Receipts
$56,451
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.$29,000$34,023
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--
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
2017-12-30
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 26,000 awarded during 2016-2017 year: nancy yuen; st. Mary's college: 1,000 morgan fritz; university of louisville: 2,000 jessica babani; arizona state university: 2,000 rachel spell; florida state college at jacksonville: 1,000 janet romero; washington state university: 2,000 heidi clark; ashford university: 1,000 wendy jones; california university: 4,000 carino truong; california university at fullerton: 2,000 scholarships awarded but not paid out to institutions: 11,000

Form 990-ez, Part I, Line 10

06/30/2001 29,000 0 0

Form 990-ez, Part I, Line 16

Expenses expense and supplies 84 bank charges 193 telephone 215 website maintenance 38 technology upgrades 3,875 travel and meeting 681 total 5,086

Form 990-ez, Part I, Line 20

Adj to prior year accruals 0

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 4,837 2,758 grants payable 9,500 30,000

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.

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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 26,000 AWARDED DURING 2016-2017 YEAR: NANCY YUEN; ST. MARY'S COLLEGE: 1,000 MORGAN FRITZ; UNIVERSITY OF LOUISVILLE: 2,000 JESSICA BABANI; ARIZONA STATE UNIVERSITY: 2,000 RACHEL SPELL; FLORIDA STATE COLLEGE AT JACKSONVILLE: 1,000 JANET ROMERO; WASHINGTON STATE UNIVERSITY: 2,000 HEIDI CLARK; ASHFORD UNIVERSITY: 1,000 WENDY JONES; CALIFORNIA UNIVERSITY: 4,000 CARINO TRUONG; CALIFORNIA UNIVERSITY AT FULLERTON: 2,000 SCHOLARSHIPS AWARDED BUT NOT PAID OUT TO INSTITUTIONS: 11,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt106/30/2001 29,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES EXPENSE AND SUPPLIES 84 BANK CHARGES 193 TELEPHONE 215 WEBSITE MAINTENANCE 38 TECHNOLOGY UPGRADES 3,875 TRAVEL AND MEETING 681 TOTAL 5,086
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADJ TO PRIOR YEAR ACCRUALS 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PLEDGES RECEIVABLE 250 250 TOTAL 250 250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACCOUNTS PAYABLE AND ACCRUED EXPENSES 4,837 2,758 GRANTS PAYABLE 9,500 30,000
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
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ReturnHeader/ReturnTs02018-01-08T13:17:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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