Civic Intelligence

Robert J Whaley Trust UW 2-8-15

990 • Fiscal year 2014 • EIN 38-6758742

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 02, 2015

Organization Profile
711 S Saginaw StreetColumbus, OH 48502-1589

(810) 234-8637

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

85th percentile

31%

Higher net margin than 85% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

54th percentile

3.0%

Faster asset growth than 54% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

77th percentile

22%

Faster revenue growth than 77% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,123,660

Up $33,069 (+3.0%) from 2013

Net Assets

Up

$1,123,660

Up $33,069 (+3.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin85th percentile

Revenue

Up

$107,945

Up $19,353 (+22%) from 2013

Expenses

Up

$74,765

Up $3,626 (+5.1%) from 2013

Net Income

Up

$33,180

Up $15,727 (+90%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,073,125Liabilities 2012: $0Net Assets 2012: $1,073,1252012Assets 2013: $1,090,591Liabilities 2013: $0Net Assets 2013: $1,090,5912013Assets 2014: $1,123,660Liabilities 2014: $0Net Assets 2014: $1,123,6602014Assets 2015: $1,113,892Liabilities 2015: $02015Assets 2016: $1,083,968Liabilities 2016: $02016Assets 2017: $1,074,465Liabilities 2017: $0Net Assets 2017: $1,074,4652017Assets 2018: $1,077,201Liabilities 2018: $0Net Assets 2018: $1,077,2012018Assets 2019: $1,049,963Liabilities 2019: $0Net Assets 2019: $1,049,9632019Assets 2020: $1,037,168Liabilities 2020: $1Net Assets 2020: $1,037,1682020Assets 2021: $1,039,996Liabilities 2021: $12021Assets 2022: $1,063,606Liabilities 2022: $1Net Assets 2022: $1,063,6062022Assets 2023: $1,049,164Liabilities 2023: $1Net Assets 2023: $1,049,1642023Assets 2024: $1,161,535Liabilities 2024: $12024Assets 2025: $1,160,271Liabilities 2025: $0Net Assets 2025: $1,160,2712025

Highlighted filing

2014

Assets$1,123,660
Liabilities$0
Net Assets$1,123,660
Open 2014 Filing

Operations Trend

Revenue Growth77th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $72,200Expenses 2012: $71,050Net Income 2012: $1,1502012Revenue 2013: $88,592Expenses 2013: $71,139Net Income 2013: $17,4532013Revenue 2014: $107,945Expenses 2014: $74,765Net Income 2014: $33,1802014Revenue 2015: $71,138Expenses 2015: $81,890Net Income 2015: -$10,7522015Revenue 2016: $57,889Expenses 2016: $87,851Net Income 2016: -$29,9622016Revenue 2017: $77,905Expenses 2017: $86,534Net Income 2017: -$8,6292017Revenue 2018: $90,010Expenses 2018: $87,274Net Income 2018: $2,7362018Revenue 2019: $61,806Expenses 2019: $89,044Net Income 2019: -$27,2382019Revenue 2020: $69,395Expenses 2020: $86,559Net Income 2020: -$17,1642020Revenue 2021: $93,672Expenses 2021: $90,418Net Income 2021: $3,2542021Revenue 2022: $121,772Expenses 2022: $94,515Net Income 2022: $27,2572022Revenue 2023: $81,142Expenses 2023: $94,630Net Income 2023: -$13,4882023Revenue 2024: $203,564Expenses 2024: $93,990Net Income 2024: $109,5742024Revenue 2025: $100,610Expenses 2025: $99,966Net Income 2025: $6442025

Highlighted filing

2014

Revenue$107,945
Expenses$74,765
Net Income$33,180
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 2, 2015
Return Version
2013v4.0
Gross Receipts
$210,317
Mission and Program Overview

Mission

To provide support to the whaley children's center which serves "at risk" youth between the ages of 5 and 17 through a contiuum of services to meet the social, emotional, ethical and academic needs of children and families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,090,591$1,123,660▲ $33,069
Investments in Publicly Traded Securities$1,059,196$1,088,356▲ $29,160
Cash and Non-Interest-Bearing Accounts$31,395$35,304▲ $3,909
Total Assets$1,090,591$1,123,660▲ $33,069
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,090,591$1,123,660▲ $33,069
Total Liabilities and Net Assets / Fund Balance$1,090,591$1,123,660▲ $33,069
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Barbara Hamilton-welchTrustee
Craig LeavittTrustee
Gale LuketichTrustee
Mark WilsonTrustee
TA'MARA OERTELTrustee
John CherryJunior Warde
Velecia FordSecretary
John SnellSenior Warde
Revenue and Support

Revenue Composition

Contributions and Grants
$19,050
Program Service Revenue
$0
Investment Income
$88,895
Other Revenue
$0
All Other Contributions
$19,050
Change in Net Assets
$33,180
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$62,222
Other Expenses$12,543
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$62,222--$62,222
Fees for Service Investment Mgmnt Fees-$12,405-$12,405
Other Expenses-$51-$51
Total Functional Expenses$62,222$12,543$0$74,765
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
38-1358235-501c3Help Abused Children$62,222
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The 990 is presented to the full board for review and final approval prior to it being filed with the internal revenue service.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public upon request, in person or in writing.”

Filing and Contact Details

Filer

EIN
38-6758742
Phone
8102348637

Signing Officer

Name
John Snell
Title
Senior Warden
Phone
8102348637
Signed
2015-02-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Snell
Formed
1999
Legal Domicile
Mi
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Preparer
Suzanne Lozano
Phone
9897939830
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Pre/post year end transactions 111”

Raw XML Appendix306 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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IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
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IRS990/GainOrLossGrp/SecuritiesAmt046563
IRS990/GamingActivitiesInd0false
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IRS990/GrantAmt062222
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt062222
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt010788
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IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndoorTanningServicesInd0false
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt01059196
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0102372
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST, IN PERSON OR IN WRITING.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
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ReturnHeader/BuildTS02016-03-07 17:11:31Z
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ReturnHeader/Filer/USAddress/AddressLine10711 S SAGINAW STREET
ReturnHeader/Filer/USAddress/City0FLINT
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode0485021589
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382706146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10YEO & YEO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 3275
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SAGINAW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode048605
ReturnHeader/PreparerPersonGrp/PhoneNum09897939830
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUZANNE LOZANO
ReturnHeader/ReturnTs02015-02-16T13:25:28-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,123,660
Liabilities
$0
Net assets
$1,123,660
Revenue
$107,945
Expenses
$74,765
Net income
$33,180
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.10$0.10$0.00
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$0.20$0.09$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.08$0.09$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$1.06$0.12$0.09$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$0.09$0.09$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.07$0.09$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.06$0.09$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.09$0.09$0.00
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.07$0.00$1.07$0.08$0.09$0.01
2016Summary only. Only limited summary data is available for this year.$1.08$0.00$0.06$0.09$0.03
2015Summary only. Only limited summary data is available for this year.$1.11$0.00$0.07$0.08$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.11$0.07$0.03
2013Summary only. Only limited summary data is available for this year.$1.09$0.00$1.09$0.09$0.07$0.02
2012Summary only. Only limited summary data is available for this year.$1.07$0.00$1.07$0.07$0.07$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $1M-$5M nonprofits