Civic Intelligence

Robert J All II Memorial Foundation

990EZ • Fiscal year 2016 • EIN 38-2723607

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 26, 2016

Organization ProfileWWW.ROMEOFOUNDATION.ORG
316 N Main StreetRomeo, MI 48065

(586) 752-0200

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

26th percentile

-7.8%

Higher net margin than 26% 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

29th percentile

-9.5%

Faster asset growth than 29% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

108%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$32,843

Down $3,467 (-9.5%) from 2015

Net Assets

Down

$32,843

Down $3,467 (-9.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin26th percentile

Revenue

Up

$44,572

Up $23,166 (+108%) from 2015

Expenses

Up

$48,039

Up $26,454 (+123%) from 2015

Net Income

Down

-$3,467

Down $3,288 (-1837%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$60K$40K$20K$0Assets 2010: $59,995Liabilities 2010: $0Net Assets 2010: $59,9952010Assets 2011: $35,788Liabilities 2011: $0Net Assets 2011: $35,7882011Assets 2012: $39,854Liabilities 2012: $0Net Assets 2012: $39,8542012Assets 2013: $43,250Liabilities 2013: $0Net Assets 2013: $43,2502013Assets 2014: $36,489Liabilities 2014: $0Net Assets 2014: $36,4892014Assets 2015: $36,310Liabilities 2015: $0Net Assets 2015: $36,3102015Assets 2016: $32,843Liabilities 2016: $0Net Assets 2016: $32,8432016

Highlighted filing

2016

Assets$32,843
Liabilities$0
Net Assets$32,843
Open 2016 Filing

Operations Trend

Revenue Growth93rd percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2010: $21,545Expenses 2010: $24,963Net Income 2010: -$3,4182010Revenue 2011: $14,377Expenses 2011: $38,584Net Income 2011: -$24,2072011Revenue 2012: $20,715Expenses 2012: $16,648Net Income 2012: $4,0672012Revenue 2013: $25,288Expenses 2013: $21,892Net Income 2013: $3,3962013Revenue 2014: $15,282Expenses 2014: $22,043Net Income 2014: -$6,7612014Revenue 2015: $21,406Expenses 2015: $21,585Net Income 2015: -$1792015Revenue 2016: $44,572Expenses 2016: $48,039Net Income 2016: -$3,4672016

Highlighted filing

2016

Revenue$44,572
Expenses$48,039
Net Income-$3,467
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 26, 2016
Return Version
2015v2.1
Gross Receipts
$61,115
Mission and Program Overview

Mission

To provide funds to better the education of the romeo community school district

Program Services

DescriptionGrantsExpenses
THE FOUNDATION SPONSORS PROJECTS TO EXPAND STUDENT ACCESS TO DIFFERENT AREAS OF EDUCATION.$30,297$48,039
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY AULChairperson-$0--
TODD TRBOVICHVice Chairpe-$0--
CHRISTINA MUIRSecretary-$0--
JENNIFER BOGGIOTreasurer-$0--
BECCA COUCHTrustee-$0--
TEDDY COUTSOSTrustee-$0--
DR STEVEN CUSICKTrustee-$0--
JAMEE NUTTALLTrustee-$0--
NICOLE WENZTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$22,719-$5,706-
Total Events$22,719-$14,277$-14,277
Filing and Contact Details

Filer

Filer Name
Foundation for Educational
EIN
38-2723607
Phone
5867520200
Address
316 N MAIN STREET, ROMEO, MI 48065

Signing Officer

Name
Amy Aul
Title
Chairperson
Phone
5867520200
Signed
2016-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Yeo & Yeo Pc
Address
PO BOX 3275, SAGINAW, MI 48605
Preparer
David R Youngstrom
Phone
9897939830
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Classroom support 29,047 0 0”

Form 990-ez, Part I, Line 16

“Expenses computer expenses 68 sharing tree expenses 4,846 village florist 86 visa charges 6,808 romeo cham of comm award 220 supplies 270 fundraising 819 romeo cham of comm. Renew 85 grant overages 3,770 total 16,972”

Form 990-ez, Part III

“To provide funds to better the education of the romeo community school district”

Raw XML Appendix175 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0DAVID MASSOGLIA
IRS990EZ/BooksInCareOfDetail/PhoneNum05862811402
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0316 N MAIN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROMEO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048065
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036310
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032843
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt061053
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3467
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0770
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt030297
IRS990EZ/GrossReceiptsAmt061115
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InvestmentIncomeAmt062
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036310
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032843
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMY AUL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TODD TRBOVICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTINA MUIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER BOGGIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BECCA COUCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TEDDY COUTSOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DR STEVEN CUSICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JAMEE NUTTALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8NICOLE WENZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIRPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016972
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FUNDS TO BETTER THE EDUCATION OF THE ROMEO COMMUNITY SCHOOL DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FOUNDATION SPONSORS PROJECTS TO EXPAND STUDENT ACCESS TO DIFFERENT AREAS OF EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt030297
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt048039
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt016543
IRS990EZ/SpecialEventsNetIncomeLossAmt0-16543
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048039
IRS990EZ/TotalProgramServiceExpensesAmt048039
IRS990EZ/TotalRevenueAmt044572
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0FOUNDATION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROMEOFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt061053
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt034024
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt09335
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt027017
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt032780
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0164209
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt062
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt063
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0125
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99920
IRS990ScheduleA/PublicSupportPY170Pct00.99930
IRS990ScheduleA/PublicSupportTotal170Amt0164209
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt061053
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt034024
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt09335
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt027017
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt032780
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0164209
IRS990ScheduleA/TotalSupportAmt0164334
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt022719
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt022719
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014277
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022719
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt022719
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-14277
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt03500
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt03500
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05706
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05706
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt05071
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt05071
IRS990ScheduleG/LicensedStatesCd0MI
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASSROOM SUPPORT 29,047 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES COMPUTER EXPENSES 68 SHARING TREE EXPENSES 4,846 VILLAGE FLORIST 86 VISA CHARGES 6,808 ROMEO CHAM OF COMM AWARD 220 SUPPLIES 270 FUNDRAISING 819 ROMEO CHAM OF COMM. RENEW 85 GRANT OVERAGES 3,770 TOTAL 16,972
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE FUNDS TO BETTER THE EDUCATION OF THE ROMEO COMMUNITY SCHOOL DISTRICT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY AUL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum05867520200
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOUNDATION FOR EDUCATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EXCELLENCE ROMEO COMMUNITY SCHOOLS
ReturnHeader/Filer/BusinessNameControlTxt0FOUN
ReturnHeader/Filer/EIN0382723607
ReturnHeader/Filer/PhoneNum05867520200
ReturnHeader/Filer/USAddress/AddressLine1Txt0316 N MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0ROMEO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048065
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382706146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YEO & YEO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 3275
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAGINAW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048605
ReturnHeader/PreparerPersonGrp/PhoneNum09897939830
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID R YOUNGSTROM
ReturnHeader/ReturnTs02016-10-28T13:46:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,843
Liabilities
$0
Net assets
$32,843
Revenue
$44,572
Expenses
$48,039
Net income
-$3,467
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$32.8$0.00$32.8$44.6$48.0$3.47
2015Detailed filing. Detailed filing data is available for this year.$36.3$0.00$36.3$21.4$21.6$0.18
2014Detailed filing. Detailed filing data is available for this year.$36.5$0.00$36.5$15.3$22.0$6.76
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.3$0.00$43.3$25.3$21.9$3.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.9$0.00$39.9$20.7$16.6$4.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.8$0.00$35.8$14.4$38.6$24.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.0$0.00$60.0$21.5$25.0$3.42
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits