Civic Intelligence

Foliocollaborative Inc.

990 • Fiscal year 2016 • EIN 45-4958018

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 21, 2017

Organization Profilefoliocollaborative.org
10451 Mill Run Circle Suite 400Owings Mills, MD 21117

(800) 452-5078

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.02x

Higher debt load relative to assets than 42% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

38th percentile

0.01x

Higher debt load relative to revenue than 38% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

83rd percentile

27%

Higher net margin than 83% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

85th percentile

$90,488

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

91st percentile

60%

Faster asset growth than 91% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

53%

Faster revenue growth than 88% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$646,805

Up $243,249 (+60%) from 2015

Net Assets

Up

$634,954

Up $239,701 (+61%) from 2015

Liabilities

Up

$11,851

Up $3,548 (+43%) from 2015

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin83rd percentile

Revenue

Up

$890,551

Up $309,960 (+53%) from 2015

Expenses

Up

$650,850

Up $229,975 (+55%) from 2015

Net Income

Up

$239,701

Up $79,985 (+50%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$1.0M$500K$0Assets 2013: $121,180Liabilities 2013: $0Net Assets 2013: $121,1802013Assets 2014: $245,121Liabilities 2014: $9,584Net Assets 2014: $235,5372014Assets 2015: $403,556Liabilities 2015: $8,303Net Assets 2015: $395,2532015Assets 2016: $646,805Liabilities 2016: $11,851Net Assets 2016: $634,9542016Assets 2017: $729,074Liabilities 2017: $8,869Net Assets 2017: $720,2052017Assets 2018: $886,114Liabilities 2018: $4,536Net Assets 2018: $881,5782018Assets 2019: $827,427Liabilities 2019: $336Net Assets 2019: $827,0912019Assets 2020: $573,365Liabilities 2020: $20,540Net Assets 2020: $552,8252020Assets 2021: $98,701Liabilities 2021: $27,822Net Assets 2021: $70,8792021Assets 2022: $206,249Liabilities 2022: $16,096Net Assets 2022: $190,1532022Assets 2023: $323,245Liabilities 2023: $7,129Net Assets 2023: $316,1162023Assets 2024: $334,215Liabilities 2024: $0Net Assets 2024: $334,2152024

Highlighted filing

2016

Assets$646,805
Liabilities$11,851
Net Assets$634,954
Open 2016 Filing

Operations Trend

Revenue Growth88th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2013: $341,352Expenses 2013: $254,264Net Income 2013: $87,0882013Revenue 2014: $408,217Expenses 2014: $313,863Net Income 2014: $94,3542014Revenue 2015: $580,591Expenses 2015: $420,875Net Income 2015: $159,7162015Revenue 2016: $890,551Expenses 2016: $650,850Net Income 2016: $239,7012016Revenue 2017: $984,493Expenses 2017: $902,343Net Income 2017: $82,1502017Revenue 2018: $1,123,053Expenses 2018: $961,680Net Income 2018: $161,3732018Revenue 2019: $1,243,224Expenses 2019: $1,297,711Net Income 2019: -$54,4872019Revenue 2020: $1,309,858Expenses 2020: $1,584,124Net Income 2020: -$274,2662020Revenue 2021: $1,161,083Expenses 2021: $1,643,029Net Income 2021: -$481,9462021Revenue 2022: $1,379,295Expenses 2022: $1,260,021Net Income 2022: $119,2742022Revenue 2023: $1,404,204Expenses 2023: $1,278,241Net Income 2023: $125,9632023Revenue 2024: $1,474,544Expenses 2024: $1,455,896Net Income 2024: $18,6482024

Highlighted filing

2016

Revenue$890,551
Expenses$650,850
Net Income$239,701
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 21, 2017
Return Version
2015v3.0
Gross Receipts
$890,551
Mission and Program Overview

Mission

The foliocollaborative believes in inspiring informed conversations for growth to improve the quality of professional development and performance evaluation in educational institutions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$275,149$570,378▲ $295,229
Cash and Non-Interest-Bearing Accounts$127,907$76,427▼ $51,480
Land, Buildings, and Equipment, Net$500$0▼ $500
Total Assets$403,556$646,805▲ $243,249
Liabilities
Accounts Payable and Accrued Expenses$8,303$11,851▲ $3,548
Total Liabilities$8,303$11,851▲ $3,548
Net Assets / Fund Balance
Unrestricted Net Assets$395,253$634,954▲ $239,701
Total Net Assets Fund Balance$395,253$634,954▲ $239,701
Total Liabilities and Net Assets / Fund Balance$403,556$646,805▲ $243,249

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$1,501$1,501
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Meredith MonkExecutive DIrectorFT$90,488$90,488

Board Members and Trustees

NameTitle
charles w brittonboard chair
Katherine NovikovBoard member
ann teaffboard member
john thomasboard member
timothy fishboard member
vince talbertboard member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$890,315
Investment Income
$236
Other Revenue
$0
Change in Net Assets
$239,701
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$464,879
Salaries, Compensation, and Employee Benefits$185,971
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$157,749$13,153-$170,902
Fees for Services Other$154,015$1,446-$155,461
Current Officers, Directors, Trustees, and Key Employees$51,840$44,160-$96,000
Other Salaries and Wages$48,865$28,416-$77,281
Royalties$50,000--$50,000
Travel$14,620$16,997-$31,617
Information Technology$5,795$10,253-$16,048
Payroll Taxes$8,056$4,634-$12,690
Fees for Services Accounting-$9,721-$9,721
Office Expenses$3,609$5,044-$8,653
Insurance$486$5,706-$6,192
Advertising-$4,765-$4,765
Other Expenses$629$2,316-$2,945
Fees for Services Legal-$2,451-$2,451
Occupancy-$1,625-$1,625
Depreciation Depletion-$500-$500
Total Functional Expenses$499,663$151,187$0$650,850
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
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

“the Form 990 is distributed and reviewed by the entire board before it is filed.”

Form 990, Part VI, Section B, line 12C

“Each board members' conflict of interest policy is reviewed and re-signed annually by all board members.”

Form 990, Part VI, Section B, line 15A

“The compensation of the executive director was determined and reviewed by the chair of the board.”

Form 990, Part VI, Section C, line 19

“Governing documents, conflict of interest policies, and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
FolioCollaborative Inc
EIN
45-4958018
Phone
8004525078
Address
10451 MILL RUN CIRCLE SUITE 400, OWINGS MILLS, MD 21117

Signing Officer

Name
Meredith Monk
Title
Executive Director
Phone
8004525078
Signed
2017-03-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Meredith Monk
Formed
2012
Legal Domicile
Md
Voting Board Members
6
Independent Board Members
6
Employees
6
Volunteers
0

Preparer

Firm
Sc&h Tax & Advisory Services LLC
Address
910 RIDGEBROOK ROAD, SPARKS, MD 21152
Preparer
Lori S Burghauser
Phone
4104031500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“SCHOOL TRAINERS: Program service expenses 7,750. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,750. Security Audit: Program service expenses 0. Management and general expenses 1,446. Fundraising expenses 0. Total expenses 1,446. technical support: Program service expenses 146,265. Management and general expenses 0. Fundraising expenses 0. Total expenses 146,265.”

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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt066
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0384
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt01780820
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt044015
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0154756
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0126538
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0159491
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt011565
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0496365
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt044015
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0154756
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0126538
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0159491
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt011565
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0496365
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0890315
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0580521
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0408151
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0341341
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt056857
IRS990ScheduleA/Total509Grp/TotalAmt02277185
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0890551
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0580591
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0408217
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0341352
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt056858
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02277569
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01501
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01501
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0the Form 990 is distributed and reviewed by the entire board before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Each board members' conflict of interest policy is reviewed and re-signed annually by all board members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPENSATION OF THE EXECUTIVE DIRECTOR WAS DETERMINED AND REVIEWED BY THE CHAIR OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOOL TRAINERS: Program service expenses 7,750. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,750. Security Audit: Program service expenses 0. Management and general expenses 1,446. Fundraising expenses 0. Total expenses 1,446. technical support: Program service expenses 146,265. Management and general expenses 0. Fundraising expenses 0. Total expenses 146,265.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, line 11g
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0403556
IRS990/TotalAssetsEOYAmt0646805
IRS990/TotalAssetsGrp/BOYAmt0403556
IRS990/TotalAssetsGrp/EOYAmt0646805
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0151187
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0499663
IRS990/TotalFunctionalExpensesGrp/TotalAmt0650850
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08303
IRS990/TotalLiabilitiesEOYAmt011851
IRS990/TotalLiabilitiesGrp/BOYAmt08303
IRS990/TotalLiabilitiesGrp/EOYAmt011851
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0395253
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0634954
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0499663
IRS990/TotalProgramServiceRevenueAmt0890315
IRS990/TotalReportableCompFromOrgAmt090488
IRS990/TotalRevenueGrp/ExclusionAmt0236
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0890315
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0890551
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0403556
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0646805
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt016997
IRS990/TravelGrp/ProgramServicesAmt014620
IRS990/TravelGrp/TotalAmt031617
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0395253
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0634954
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010451 MILL RUN CIRCLE SUITE 400
IRS990/USAddress/CityNm0OWINGS MILLS
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd021117
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0foliocollaborative.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Meredith Monk
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum08004525078
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FolioCollaborative Inc
ReturnHeader/Filer/BusinessNameControlTxt0FOLI
ReturnHeader/Filer/EIN0454958018
ReturnHeader/Filer/PhoneNum08004525078
ReturnHeader/Filer/USAddress/AddressLine1Txt010451 MILL RUN CIRCLE SUITE 400
ReturnHeader/Filer/USAddress/CityNm0OWINGS MILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021117
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205991824
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SC&H TAX & ADVISORY SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0910 RIDGEBROOK ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPARKS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021152
ReturnHeader/PreparerPersonGrp/PhoneNum04104031500
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lori S Burghauser
ReturnHeader/ReturnTs02017-05-02T13:39:49-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$646,805
Liabilities
$11,851
Net assets
$634,954
Revenue
$890,551
Expenses
$650,850
Net income
$239,701
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.00$0.33$1.47$1.46$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.01$0.32$1.40$1.28$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.02$0.19$1.38$1.26$0.12
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.03$0.07$1.16$1.64$0.48
2020Detailed filing. Detailed filing data is available for this year.$0.57$0.02$0.55$1.31$1.58$0.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.00$0.83$1.24$1.30$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.88$1.12$0.96$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.01$0.72$0.98$0.90$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.65$0.01$0.63$0.89$0.65$0.24
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.01$0.40$0.58$0.42$0.16
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.01$0.24$0.41$0.31$0.09
2013Summary only. Only limited summary data is available for this year.$0.12$0.00$0.12$0.34$0.25$0.09