Civic Intelligence

Roeper Institute

990EZ • Fiscal year 2014 • EIN 38-3471635

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 08, 2014

41190 Woodward AvenueBloomfld Hls, MI 48304

(248) 203-7300

Siviq Scores

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

Liabilities / Assets

90th percentile

0.62x

Higher debt load relative to assets than 90% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

96th percentile

1.26x

Higher debt load relative to revenue than 96% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

85th percentile

31%

Higher net margin than 85% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

59th percentile

7.6%

Faster asset growth than 59% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

52nd percentile

2.8%

Faster revenue growth than 52% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$70,987

Up $5,021 (+7.6%) from 2013

Net Assets

Up

$26,855

Up $10,915 (+68%) from 2013

Liabilities

Down

$44,132

Down $5,894 (-12%) from 2013

Revenue

Up

$35,047

Up $943 (+2.8%) from 2013

Expenses

Up

$24,132

Up $4,106 (+21%) from 2013

Net Income

Down

$10,915

Down $3,163 (-22%) from 2013

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0-$50KAssets 2010: $31,777Liabilities 2010: $79,522Net Assets 2010: -$47,7452010Assets 2011: $41,301Liabilities 2011: $71,657Net Assets 2011: -$30,3562011Assets 2012: $59,915Liabilities 2012: $58,0532012Assets 2013: $65,966Liabilities 2013: $50,026Net Assets 2013: $15,9402013Assets 2014: $70,987Liabilities 2014: $44,132Net Assets 2014: $26,8552014Assets 2015: $73,679Liabilities 2015: $39,1692015Assets 2016: $79,377Liabilities 2016: $38,459Net Assets 2016: $40,9182016Assets 2017: $75,945Liabilities 2017: $48,938Net Assets 2017: $27,0072017Assets 2018: $61,392Liabilities 2018: $42,455Net Assets 2018: $18,9372018Assets 2019: $53,475Liabilities 2019: $30,842Net Assets 2019: $22,6332019Assets 2020: $68,855Liabilities 2020: $27,1642020Assets 2021: $84,162Liabilities 2021: $28,998Net Assets 2021: $55,1642021Assets 2022: $95,007Liabilities 2022: $41,386Net Assets 2022: $53,6212022Assets 2023: $111,066Liabilities 2023: $55,7442023

Highlighted filing

2014

Assets$70,987
Liabilities$44,132
Net Assets$26,855

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $40,700Expenses 2010: $19,514Net Income 2010: $21,1862010Revenue 2011: $39,067Expenses 2011: $21,678Net Income 2011: $17,3892011Revenue 2012: $50,271Expenses 2012: $18,053Net Income 2012: $32,2182012Revenue 2013: $34,104Expenses 2013: $20,026Net Income 2013: $14,0782013Revenue 2014: $35,047Expenses 2014: $24,132Net Income 2014: $10,9152014Revenue 2015: $36,824Expenses 2015: $29,169Net Income 2015: $7,6552015Revenue 2016: $45,128Expenses 2016: $38,720Net Income 2016: $6,4082016Revenue 2017: $40,035Expenses 2017: $53,946Net Income 2017: -$13,9112017Revenue 2018: $39,385Expenses 2018: $47,455Net Income 2018: -$8,0702018Revenue 2019: $159,288Expenses 2019: $155,592Net Income 2019: $3,6962019Revenue 2020: $155,002Expenses 2020: $135,944Net Income 2020: $19,0582020Revenue 2021: $106,651Expenses 2021: $93,178Net Income 2021: $13,4732021Revenue 2022: $70,171Expenses 2022: $71,714Net Income 2022: -$1,5432022Revenue 2023: $78,018Expenses 2023: $76,317Net Income 2023: $1,7012023

Highlighted filing

2014

Revenue$35,047
Expenses$24,132
Net Income$10,915
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Dec 8, 2014
Return Version
2013v3.0
Gross Receipts
$35,047
Mission and Program Overview

Mission

Research on and disssemination of gifted education materials.

Program Services

DescriptionGrantsExpenses
PUBLICATION OF JOURNAL OF SCHOLARLY STUDIES FOUR TIMES/YEAR FOR USE BY COLLEGES AND UNIVERSITIES AND MEMBERS OF THE GENERAL PUBLIC.$0$18,000
CONFERENCE ON GIFTED EDUCATION FOR TEACHERS, STUDENTS AND PARENTS.$0$686
DISSEMINATION OF GIFTED ASSESSMENT MATERIALS AT COST TO EDUCATORS AND MEMBERS OF THE GENERAL PUBLIC.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUG WINKWORTHChairman-$0--
JULIA RICHIETreasurer-$0--
JOAN FIRESTONESecretary-$0--
PATRICIA HURDBoard Member-$0--
LESLIE HOSEYBoard Member-$0--
BONITA GARDNERBoard Member-$0--
DAVID FELDMANExecutive Director-$0--
Filing and Contact Details

Filer

EIN
38-3471635
Phone
2482037300

Signing Officer

Name
David Feldman
Title
Executive Director
Phone
2482037300
Signed
2014-12-08
Discuss with paid preparer
Yes

Preparer

Preparer
Kathleen M Underhill CPA
Phone
2489525000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: editor reimburseables. Amount: 43. Description: editorial advisory board. Amount: 1,987. Description: conference and travel. Amount: 686. Total to form 990-ez, line 16: 2,716.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: due to roeper. Beg. Of year amount: 50,026. End of year amount: 44,132.

Raw XML Appendix162 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10DAVID FLUENT
IRS990EZ/BooksInCareOfDetail/PhoneNum02482037300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1041190 WOODWARD
IRS990EZ/BooksInCareOfDetail/USAddress/City0BLOOMFIELD HILLS
IRS990EZ/BooksInCareOfDetail/USAddress/State0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode048304
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt065966
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt070987
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt010915
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt021416
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt065966
IRS990EZ/Form990TotalAssetsGrp/EOYAmt070987
IRS990EZ/GrossReceiptsAmt035047
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015940
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026855
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015940
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026855
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DOUG WINKWORTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIA RICHIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOAN FIRESTONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATRICIA HURD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LESLIE HOSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BONITA GARDNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DAVID FELDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt02716
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0RESEARCH ON AND DISSSEMINATION OF GIFTED EDUCATION MATERIALS.
IRS990EZ/ProgramServiceRevenueAmt035047
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PUBLICATION OF JOURNAL OF SCHOLARLY STUDIES FOUR TIMES/YEAR FOR USE BY COLLEGES AND UNIVERSITIES AND MEMBERS OF THE GENERAL PUBLIC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CONFERENCE ON GIFTED EDUCATION FOR TEACHERS, STUDENTS AND PARENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2DISSEMINATION OF GIFTED ASSESSMENT MATERIALS AT COST TO EDUCATORS AND MEMBERS OF THE GENERAL PUBLIC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1686
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MI
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt050026
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt044132
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt024132
IRS990EZ/TotalProgramServiceExpensesAmt018686
IRS990EZ/TotalRevenueAmt035047
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROEPER.ORG
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0381561062
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc02
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10ROEPER CITY & COUNTRY SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: EDITOR REIMBURSEABLES. AMOUNT: 43. DESCRIPTION: EDITORIAL ADVISORY BOARD. AMOUNT: 1,987. DESCRIPTION: CONFERENCE AND TRAVEL. AMOUNT: 686. TOTAL TO FORM 990-EZ, LINE 16: 2,716.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DUE TO ROEPER. BEG. OF YEAR AMOUNT: 50,026. END OF YEAR AMOUNT: 44,132.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID FELDMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02482037300
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROEPER INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0ROEP
ReturnHeader/Filer/EIN0383471635
ReturnHeader/Filer/PhoneNum02482037300
ReturnHeader/Filer/USAddress/AddressLine1041190 WOODWARD AVENUE
ReturnHeader/Filer/USAddress/City0BLOOMFIELD HILLS
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode048304
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383635706
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10REHMANN ROBSON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101500 W BIG BEAVER RD 2ND FLR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0TROY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode048084
ReturnHeader/PreparerPersonGrp/PhoneNum02489525000
ReturnHeader/PreparerPersonGrp/PreparationDt02014-12-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN M UNDERHILL CPA
ReturnHeader/ReturnTs02014-12-08T13:08:58-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.56$0.78$0.76$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.41$0.54$0.70$0.72$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.29$0.55$1.07$0.93$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.27$1.55$1.36$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.31$0.23$1.59$1.56$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.42$0.19$0.39$0.47$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.49$0.27$0.40$0.54$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.38$0.41$0.45$0.39$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.39$0.37$0.29$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.71$0.44$0.27$0.35$0.24$0.11
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.66$0.50$0.16$0.34$0.20$0.14
2012Summary only. Only limited summary data is available for this year.$0.60$0.58$0.50$0.18$0.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.72$0.30$0.39$0.22$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.80$0.48$0.41$0.20$0.21