Civic Intelligence

Fred Shelley Gratzon Foundation

990EZ • Fiscal year 2013 • EIN 42-1464024

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 01, 2014

1930 Cherry Tree LaneFairfield, IA 52556

(641) 472-1850

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

42nd percentile

0.0%

Higher net margin than 42% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

46th percentile

0.0%

Faster asset growth than 46% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

97th percentile

270%

Faster revenue growth than 97% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Flat

$46

Flat from 2012

Net Assets

Flat

$46

Flat from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

Up

$555

Up $405 (+270%) from 2012

Expenses

Up

$555

Up $425 (+327%) from 2012

Net Income

Down

$0

Down $20 (-100%) from 2012

Historical Trend

Balance Sheet Trend

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

$60$40$20$0Assets 2010: $0Liabilities 2010: $0Net Assets 2010: $02010Assets 2011: $26Liabilities 2011: $0Net Assets 2011: $262011Assets 2012: $46Liabilities 2012: $0Net Assets 2012: $462012Assets 2013: $46Liabilities 2013: $0Net Assets 2013: $462013Assets 2014: $46Liabilities 2014: $0Net Assets 2014: $462014Assets 2015: $46Liabilities 2015: $0Net Assets 2015: $462015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2013

Assets$46
Liabilities$0
Net Assets$46

Operations Trend

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

$4.0K$3.0K$2.0K$1.0K$0-$1.0KRevenue 2010: $650Expenses 2010: $650Net Income 2010: $02010Revenue 2011: $200Expenses 2011: $200Net Income 2011: $02011Revenue 2012: $150Expenses 2012: $130Net Income 2012: $202012Revenue 2013: $555Expenses 2013: $555Net Income 2013: $02013Revenue 2014: $1,155Expenses 2014: $1,155Net Income 2014: $02014Revenue 2015: $3,270Expenses 2015: $3,270Net Income 2015: $02015Revenue 2016: $354Expenses 2016: $400Net Income 2016: -$462016

Highlighted filing

2013

Revenue$555
Expenses$555
Net Income$0
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 1, 2014
Return Version
2013v3.0
Gross Receipts
$555
Mission and Program Overview

Mission

Support any organizations that further the teaching of Transcendental Meditation

Program Services

DescriptionGrantsExpenses
Contributed to scholarship fund$555$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Fred GratzonPresident-$0--
Shelley GratzonVice President-$0--
Robert RothDirector-$0--
Ellen JonesDirector-$0--
Craig PearsonDirector-$0--
Filing and Contact Details

Filer

EIN
42-1464024
Phone
6414721850

Signing Officer

Name
Fred Gratzon
Title
President
Phone
6414721850
Signed
2014-04-01
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Donations to Maharishi School, Fairfield Iowa

Raw XML Appendix152 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/BenefitsPaidToOrForMembersAmt00
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IRS990EZ/BooksInCareOfDetail/PhoneNum06414721850
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101930 Cherry Tree Lane
IRS990EZ/BooksInCareOfDetail/USAddress/City0Fairfield
IRS990EZ/BooksInCareOfDetail/USAddress/State0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode052556
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Shelley Gratzon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Robert Roth
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ellen Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Craig Pearson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Support any organizations that further the teaching of Transcendental Meditation
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Contributed to scholarship fund
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0555
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0555
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0555
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0421315493
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0University 501c3
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0555
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10Maharishi University of Management
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0555
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Donations to Maharishi School, Fairfield Iowa
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Fred Gratzon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06414721850
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine10FRED SHELLEY GRATZON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FRED
ReturnHeader/Filer/EIN0421464024
ReturnHeader/Filer/PhoneNum06414721850
ReturnHeader/Filer/USAddress/AddressLine101930 Cherry Tree Lane
ReturnHeader/Filer/USAddress/City0Fairfield
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode052556
ReturnHeader/ReturnTs02014-04-01T23:30:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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