Civic Intelligence

The Great Expectations Foundation

990EZ • Fiscal year 2016 • EIN 45-4314801

Jan 01, 2016 to Dec 31, 2016 • Filed on May 13, 2017

Organization ProfileN/A
9 Brookwood LaneSt Louis, MO 63131

(314) 835-0004

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

70th percentile

14%

Higher net margin than 70% 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

72nd percentile

21%

Faster asset growth than 72% of similar nonprofits.

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

Revenue Growth

83rd percentile

39%

Faster revenue growth than 83% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$75,306

Up $12,834 (+21%) from 2015

Net Assets

Up

$75,306

Up $12,834 (+21%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin70th percentile

Revenue

Up

$90,065

Up $25,428 (+39%) from 2015

Expenses

Up

$77,231

Up $16,761 (+28%) from 2015

Net Income

Up

$12,834

Up $8,667 (+208%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$200K$150K$100K$50K$0Assets 2012: $32,167Net Assets 2012: $32,1672012Assets 2013: $19,331Net Assets 2013: $19,3312013Assets 2014: $58,305Net Assets 2014: $58,3052014Assets 2015: $62,472Liabilities 2015: $0Net Assets 2015: $62,4722015Assets 2016: $75,306Liabilities 2016: $0Net Assets 2016: $75,3062016Assets 2017: $97,133Liabilities 2017: $0Net Assets 2017: $97,1332017Assets 2018: $163,956Liabilities 2018: $0Net Assets 2018: $163,9562018

Highlighted filing

2016

Assets$75,306
Liabilities$0
Net Assets$75,306
Open 2016 Filing

Operations Trend

Revenue Growth83rd percentile

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

$100K$50K$0-$50KRevenue 2012: $62,456Expenses 2012: $30,289Net Income 2012: $32,1672012Revenue 2013: $51,691Expenses 2013: $64,527Net Income 2013: -$12,8362013Revenue 2014: $83,733Expenses 2014: $44,759Net Income 2014: $38,9742014Revenue 2015: $64,637Expenses 2015: $60,470Net Income 2015: $4,1672015Revenue 2016: $90,065Expenses 2016: $77,231Net Income 2016: $12,8342016Revenue 2017: $86,675Expenses 2017: $64,848Net Income 2017: $21,8272017Revenue 2018: $75,223Expenses 2018: $8,400Net Income 2018: $66,8232018

Highlighted filing

2016

Revenue$90,065
Expenses$77,231
Net Income$12,834
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 13, 2017
Return Version
2016v3.0
Gross Receipts
$90,065
Mission and Program Overview

Mission

To fund spiritual and emotional development, educational and fitness programs for ages 0 to 18.

Program Services

DescriptionGrantsExpenses
FUNDING FOR SPIRITUAL AND EMOTIONAL DEVELOPMENT, EDUCATIONAL AND FITNESS PROGRAMS FOR AGES 0 TO 18.$73,310$73,310
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHARON K CARRICOSecretary-$0--
CHARLES TRENT AGINPresident-$0--
LAWRENCE D CARRICOTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Great Expectations Foundation
EIN
45-4314801
In Care Of
% FELICIA FALLY
Phone
3148350004
Address
9 Brookwood Lane, St Louis, MO 63131

Signing Officer

Name
Charles Trent Agin
Title
President
Phone
3148350004
Signed
2017-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
211 N BROADWAY SUITE 600, ST LOUIS, MO 63102-2733
Preparer
Donna J Larson
Phone
3142315544
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 10

“Donees name:united way of so central il donees address:po box 711 mount vernon, il 62864 relationship:none; public charity purpose of payment:various charitable programs amount:20000”

Form 990EZ Part I Line 16

“Description:OFFICE EXPENSES Amount:53”

Form 990EZ Part I Line 16

“Description:MERCHANT FEES Amount:368”

Raw XML Appendix174 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0FELICIA FALLY
IRS990EZ/BooksInCareOfDetail/PhoneNum03148350004
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010929 PAGE AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ST LOUIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd063132
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062472
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt075306
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt089671
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012834
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt062472
IRS990EZ/Form990TotalAssetsGrp/EOYAmt075306
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt073310
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt090065
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0394
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt062472
IRS990EZ/NetAssetsOrFundBalancesEOYAmt075306
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt062472
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt075306
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHARON K CARRICO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHARLES TRENT AGIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAWRENCE D CARRICO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt0421
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO FUND SPIRITUAL AND EMOTIONAL DEVELOPMENT, EDUCATIONAL AND FITNESS PROGRAMS FOR AGES 0 TO 18.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDING FOR SPIRITUAL AND EMOTIONAL DEVELOPMENT, EDUCATIONAL AND FITNESS PROGRAMS FOR AGES 0 TO 18.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt073310
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt073310
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt077231
IRS990EZ/TotalProgramServiceExpensesAmt073310
IRS990EZ/TotalRevenueAmt090065
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0CHANGE IN PUBLIC SUPPORT TEST: THE ORGANIZATION WAS GRANTED TAX-EXEMPT STATUS UNDER IRC SECTION 509(A)2), PER THE TAX-EXEMPT DETERMINATION LETTER RECEIVED FROM THE IRS. THE ORGANIZATION WAS UNABLE TO MEET THE PUBLIC SUPPORT TEST COMPUTED IN SCHEDULE A, PART III. THE ORGANIZATION HAS COMPLETED THE PUBLIC SUPPORT TEST IN SCHEDULE A, PART II AND QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER IRC SECTION 170(B)(1)(A)(VI).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt089671
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt064500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt083660
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt051632
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt062341
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0351804
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0394
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0137
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt073
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt059
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0115
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0778
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.39391
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0138887
IRS990ScheduleA/SubstantialContributorsTotAmt0212917
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt089671
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt064500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt083660
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt051632
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt062341
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0351804
IRS990ScheduleA/TotalSupportAmt0352582
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONEES NAME:UNITED WAY OF SO CENTRAL IL DONEES ADDRESS:PO BOX 711 MOUNT VERNON, IL 62864 RELATIONSHIP:NONE; PUBLIC CHARITY PURPOSE OF PAYMENT:VARIOUS CHARITABLE PROGRAMS AMOUNT:20000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:OFFICE EXPENSES Amount:53
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:MERCHANT FEES Amount:368
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES TRENT AGIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03148350004
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Great Expectations Foundation
ReturnHeader/Filer/BusinessNameControlTxt0GREA
ReturnHeader/Filer/EIN0454314801
ReturnHeader/Filer/InCareOfNm0% FELICIA FALLY
ReturnHeader/Filer/PhoneNum03148350004
ReturnHeader/Filer/USAddress/AddressLine1Txt09 Brookwood Lane
ReturnHeader/Filer/USAddress/CityNm0St Louis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063131
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04E7126F499348948D183494EBA11871B3C2A669A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId019B0E2D7222DAF200CD14DEAE8742AB190425550
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId043032820171355000028
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.22.227.161
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 N BROADWAY SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0631022733
ReturnHeader/PreparerPersonGrp/PhoneNum03142315544
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donna J Larson
ReturnHeader/ReturnTs02017-05-15T10:29:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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
$75,306
Liabilities
$0
Net assets
$75,306
Revenue
$90,065
Expenses
$77,231
Net income
$12,834
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Summary only. Only limited summary data is available for this year.$1.64$0.00$1.64$0.75$0.08$0.67
2017Summary only. Only limited summary data is available for this year.$0.97$0.00$0.97$0.87$0.65$0.22
2016Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.90$0.77$0.13
2015Summary only. Only limited summary data is available for this year.$0.62$0.00$0.62$0.65$0.60$0.04
2014Summary only. Only limited summary data is available for this year.$0.58$0.58$0.84$0.45$0.39
2013Summary only. Only limited summary data is available for this year.$0.19$0.19$0.52$0.65$0.13
2012Summary only. Only limited summary data is available for this year.$0.32$0.32$0.62$0.30$0.32