Civic Intelligence

Clao Education and Research Foundation Inc

990EZ • Fiscal year 2018 • EIN 41-1876202

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 06, 2018

Organization ProfileN/A
2025 Woodlane DriveSt Paul, MN 55125

(651) 731-7232

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

96th percentile

73%

Higher net margin than 96% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

42nd percentile

-1.7%

Faster asset growth than 42% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

275%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$354,474

Down $6,046 (-1.7%) from 2017

Net Assets

Down

$354,474

Down $6,046 (-1.7%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Up

$37,687

Up $27,644 (+275%) from 2017

Expenses

Down

$10,019

Down $758 (-7.0%) from 2017

Net Income

Up

$27,668

Up $28,402 (+3869%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$400K$300K$200K$100K$0Assets 2011: $360,762Net Assets 2011: $360,7622011Assets 2012: $358,220Liabilities 2012: $02012Assets 2013: $356,871Net Assets 2013: $356,8712013Assets 2014: $368,313Net Assets 2014: $368,3132014Assets 2015: $366,608Net Assets 2015: $366,6082015Assets 2016: $366,634Liabilities 2016: $02016Assets 2017: $360,520Net Assets 2017: $360,5202017Assets 2018: $354,474Net Assets 2018: $354,4742018Assets 2019: $340,544Liabilities 2019: $0Net Assets 2019: $340,5442019Assets 2020: $340,267Liabilities 2020: $0Net Assets 2020: $340,2672020Assets 2021: $344,811Liabilities 2021: $0Net Assets 2021: $344,8112021Assets 2022: $348,775Liabilities 2022: $02022Assets 2023: $319,620Net Assets 2023: $319,6202023Assets 2024: $327,173Net Assets 2024: $327,1732024Assets 2025: $329,296Net Assets 2025: $329,2962025

Highlighted filing

2018

Assets$354,474
Liabilities-
Net Assets$354,474
Open 2018 Filing

Operations Trend

Revenue Growth97th percentile

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

$100K$50K$0-$50KRevenue 2011: $71,936Expenses 2011: $62,300Net Income 2011: $9,6362011Revenue 2012: $11,201Expenses 2012: $14,129Net Income 2012: -$2,9282012Revenue 2013: $9,388Expenses 2013: $9,239Net Income 2013: $1492013Revenue 2014: $19,487Expenses 2014: $10,926Net Income 2014: $8,5612014Revenue 2015: $6,976Expenses 2015: $6,044Net Income 2015: $9322015Revenue 2016: $13,011Expenses 2016: $12,809Net Income 2016: $2022016Revenue 2017: $10,043Expenses 2017: $10,777Net Income 2017: -$7342017Revenue 2018: $37,687Expenses 2018: $10,019Net Income 2018: $27,6682018Revenue 2019: $6,021Expenses 2019: $23,157Net Income 2019: -$17,1362019Revenue 2020: $9,325Expenses 2020: $18,737Net Income 2020: -$9,4122020Revenue 2021: $7,172Expenses 2021: $3,936Net Income 2021: $3,2362021Revenue 2022: $9,194Expenses 2022: $5,230Net Income 2022: $3,9642022Revenue 2023: $5,802Expenses 2023: $12,194Net Income 2023: -$6,3922023Revenue 2024: $9,719Expenses 2024: $8,090Net Income 2024: $1,6292024Revenue 2025: $12,722Expenses 2025: $19,758Net Income 2025: -$7,0362025

Highlighted filing

2018

Revenue$37,687
Expenses$10,019
Net Income$27,668
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 6, 2018
Return Version
2017v2.2
Gross Receipts
$37,687
Mission and Program Overview

Mission

The CLAO Education and Research Foundation supports education and the advancement of research and technologies related to contact lenses, anterior segment vision care services, and public eye health care.

Program Services

DescriptionGrantsExpenses
Goals:Fund educational programs in contact lenses and anterior segment vision care science Fund basic and clinical research and development relevant to contact lenses, enhanced visual acuity and anterior segment vision care science Support scholars and mentoring relationships Provide training opportunities for residents, fellows and young investigators Support dissemination of new contact lens and other means of vision correction worldwide Programs in Education: The Oliver H. Dabezies, Jr., MD, Lectureship on Contact Lenses The Richard L. Lindstrom, MD, Lectureship on Refractive Surgery The Harold A. Stein, MD, Lectureship on Vision Science The Whitney G. Sampson, MD, travel grant awards for young ophthalmologists Scientific Research Awards CLAO ERF Scientific Symposium$10,019-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David W Lamberts MDImm Past Chair-$0--
Michael H Goldstein MDTrustee-$0--
William H Ehlers MdTrustee-$0--
Harold A Stein MDTrusteeemeritus-$0--
R Linsy Farris MDTrustee-$0--
James E Key II MDTrustee-$0--
Tim Steinemann MDTrustee-$0--
S Lance Forstot MDChairman-$0--
Irs Udell MDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
CLAO Education and Research Foundation
EIN
41-1876202
Phone
6517317232
Address
2025 Woodlane Drive, St Paul, MN 55125

Signing Officer

Name
Lynn Anderson PhD
Title
CEO
Signed
2018-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Johnson Mire & Fernandez CPA
Address
2008 Athania Parkway, Metairie, LA 70001
Preparer
Dione Fernandez
Phone
5047795990
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $7”

Other Expenses.1

“Bank Charges $1519”

Raw XML Appendix161 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5James E Key II MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Tim Steinemann MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7S Lance Forstot MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Irs Udell MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Imm Past Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TrusteeEmeritus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-33714
IRS990EZ/OtherExpensesTotalAmt01526
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt08
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Goals:Fund educational programs in contact lenses and anterior segment vision care science Fund basic and clinical research and development relevant to contact lenses, enhanced visual acuity and anterior segment vision care science Support scholars and mentoring relationships Provide training opportunities for residents, fellows and young investigators Support dissemination of new contact lens and other means of vision correction worldwide Programs in Education: The Oliver H. Dabezies, Jr., MD, Lectureship on Contact Lenses The Richard L. Lindstrom, MD, Lectureship on Refractive Surgery The Harold A. Stein, MD, Lectureship on Vision Science The Whitney G. Sampson, MD, travel grant awards for young ophthalmologists Scientific Research Awards CLAO ERF Scientific Symposium
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010019
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02720
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05975
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0462
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt013300
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt057813
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IRS990ScheduleA/PublicSupportCY170Pct00.28350
IRS990ScheduleA/PublicSupportPY170Pct00.45250
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IRS990ScheduleA/TotalSupportAmt080690
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $7
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank Charges $1519
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Lynn Anderson PhD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-06
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ReturnHeader/Filer/EIN0411876202
ReturnHeader/Filer/PhoneNum06517317232
ReturnHeader/Filer/USAddress/AddressLine1Txt02025 Woodlane Drive
ReturnHeader/Filer/USAddress/CityNm0St Paul
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055125
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721458788
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Metairie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070001
ReturnHeader/PreparerPersonGrp/PhoneNum05047795990
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIONE FERNANDEZ
ReturnHeader/ReturnTs02018-11-06T08:58:45-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$354,474
Liabilities
-
Net assets
$354,474
Revenue
$37,687
Expenses
$10,019
Net income
$27,668
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.29$3.29$0.13$0.20$0.07
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.27$3.27$0.10$0.08$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.20$3.20$0.06$0.12$0.06
2022Summary only. Only limited summary data is available for this year.$3.49$0.00$0.09$0.05$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.45$0.00$3.45$0.07$0.04$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.40$0.00$3.40$0.09$0.19$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.41$0.00$3.41$0.06$0.23$0.17
2018Detailed filing. Detailed filing data is available for this year.$3.54$3.54$0.38$0.10$0.28
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.61$3.61$0.10$0.11$0.01
2016Summary only. Only limited summary data is available for this year.$3.67$0.00$0.13$0.13$0.00
2015Detailed filing. Detailed filing data is available for this year.$3.67$3.67$0.07$0.06$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.68$3.68$0.19$0.11$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.57$3.57$0.09$0.09$0.00
2012Summary only. Only limited summary data is available for this year.$3.58$0.00$0.11$0.14$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.61$3.61$0.72$0.62$0.10