Civic Intelligence

Foliocollaborative Inc.

990 • Fiscal year 2017 • EIN 45-4958018

Jul 01, 2016 to Jun 30, 2017 • Filed on May 04, 2018

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

40th percentile

0.01x

Higher debt load relative to assets than 40% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

36th percentile

0.01x

Higher debt load relative to revenue than 36% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

61st percentile

8.3%

Higher net margin than 61% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

88th percentile

$102,292

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

69th percentile

13%

Faster asset growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

60th percentile

11%

Faster revenue growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$729,074

Up $82,269 (+13%) from 2016

Net Assets

Up

$720,205

Up $85,251 (+13%) from 2016

Liabilities

Down

$8,869

Down $2,982 (-25%) from 2016

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin61st percentile

Revenue

Up

$984,493

Up $93,942 (+11%) from 2016

Expenses

Up

$902,343

Up $251,493 (+39%) from 2016

Net Income

Down

$82,150

Down $157,551 (-66%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2017

Assets$729,074
Liabilities$8,869
Net Assets$720,205
Open 2017 Filing

Operations Trend

Revenue Growth60th 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

2017

Revenue$984,493
Expenses$902,343
Net Income$82,150
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 4, 2018
Return Version
2016v3.0
Gross Receipts
$984,493
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$570,378$675,711▲ $105,333
Cash and Non-Interest-Bearing Accounts$76,427$49,070▼ $27,357
Land, Buildings, and Equipment, Net$0$4,293▲ $4,293
Total Assets$646,805$729,074▲ $82,269
Liabilities
Accounts Payable and Accrued Expenses$11,851$8,869▼ $2,982
Total Liabilities$11,851$8,869▼ $2,982
Net Assets / Fund Balance
Unrestricted Net Assets$634,954$720,205▲ $85,251
Total Net Assets Fund Balance$634,954$720,205▲ $85,251
Total Liabilities and Net Assets / Fund Balance$646,805$729,074▲ $82,269

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,293$1,627$5,920
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Meredith MonkExecutive DIrectorFT$102,292$102,292

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
$984,159
Investment Income
$334
Other Revenue
$0
Change in Net Assets
$82,150
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$635,832
Salaries, Compensation, and Employee Benefits$266,511
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$437,098$8,275-$445,373
Other Salaries and Wages$89,184$54,101-$143,285
Conferences and Meetings$100,556$9,218-$109,774
Current Officers, Directors, Trustees, and Key Employees$40,440$63,252-$103,692
Payroll Taxes$10,253$9,281-$19,534
Information Technology$8,511$7,709-$16,220
Travel$3,294$12,028-$15,322
Office Expenses$4,546$10,200-$14,746
Fees for Services Accounting-$9,145-$9,145
Insurance$572$6,921-$7,493
Advertising-$7,041-$7,041
Fees for Services Legal$265$5,200-$5,465
Occupancy-$1,517-$1,517
Other Expenses$677$197-$197
Depreciation Depletion$71$55-$126
Total Functional Expenses$695,613$206,730$0$902,343
International Activity

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North AmericaBusinessMembership dues/training00-
East Asia and the PacificBusinessMembership dues/training00-
Middle East and North AfricaBusinessMembership dues/training00-
Europe (Including Iceland & Greenland)BusinessMembership dues/training00-
Central America and the CaribbeanBusinessMembership dues/training00-
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 A, line 2

“Charles Britton and Timothy Fish have a Business Relationship. Charles Britton and Timothy Fish were both employed at McDonogh School, Inc.”

Form 990, Part VI, Section B, line 11B

“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
2018-05-04
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
5
Volunteers
6

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 3,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,000. Security Audit: Program service expenses 0. Management and general expenses 8,275. Fundraising expenses 0. Total expenses 8,275. technical support: Program service expenses 429,098. Management and general expenses 0. Fundraising expenses 0. Total expenses 429,098. Program Development: Program service expenses 5,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,000.”

Raw XML AppendixShowing 400 of 456 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt011851
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt08869
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0The FolioCollaborative believes in inspiring informed conversations for growth to improve the quality of professional development and performance evaluation in educational institutions.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt07041
IRS990/AdvertisingGrp/TotalAmt07041
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/PersonNm0Jeanne Hornsby
IRS990/BooksInCareOfDetail/PhoneNum04106273263
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt010451 Mill Run Circle Suite 400
IRS990/BooksInCareOfDetail/USAddress/CityNm0Owings Mills
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd021117
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt076427
IRS990/CashNonInterestBearingGrp/EOYAmt049070
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt063252
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt040440
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0103692
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt09218
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0100556
IRS990/ConferencesMeetingsGrp/TotalAmt0109774
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0334
IRS990/CYOtherExpensesAmt0635832
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0984159
IRS990/CYRevenuesLessExpensesAmt082150
IRS990/CYSalariesCompEmpBnftPaidAmt0266511
IRS990/CYTotalExpensesAmt0902343
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0984493
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt055
IRS990/DepreciationDepletionGrp/ProgramServicesAmt071
IRS990/DepreciationDepletionGrp/TotalAmt0126
IRS990/Desc0Development and implementation of software for evaluating teachers and administrators of Independent Schools, including training technical support.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0695613
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09145
IRS990/FeesForServicesAccountingGrp/TotalAmt09145
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt05200
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0265
IRS990/FeesForServicesLegalGrp/TotalAmt05465
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt08275
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0437098
IRS990/FeesForServicesOtherGrp/TotalAmt0445373
IRS990/ForeignActivitiesInd01
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0charles w britton
IRS990/Form990PartVIISectionAGrp/PersonNm1timothy fish
IRS990/Form990PartVIISectionAGrp/PersonNm2Katherine Novikov
IRS990/Form990PartVIISectionAGrp/PersonNm3vince talbert
IRS990/Form990PartVIISectionAGrp/PersonNm4ann teaff
IRS990/Form990PartVIISectionAGrp/PersonNm5john thomas
IRS990/Form990PartVIISectionAGrp/PersonNm6Meredith Monk
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6102292
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0board chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1board member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt3board member
IRS990/Form990PartVIISectionAGrp/TitleTxt4board member
IRS990/Form990PartVIISectionAGrp/TitleTxt5board member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Executive DIrector
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02012
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0984493
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt07709
IRS990/InformationTechnologyGrp/ProgramServicesAmt08511
IRS990/InformationTechnologyGrp/TotalAmt016220
IRS990/InsuranceGrp/ManagementAndGeneralAmt06921
IRS990/InsuranceGrp/ProgramServicesAmt0572
IRS990/InsuranceGrp/TotalAmt07493
IRS990/InvestmentIncomeGrp/ExclusionAmt0334
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0334
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01627
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04293
IRS990/LandBldgEquipCostOrOtherBssAmt05920
IRS990/LegalDomicileStateCd0MD
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The FolioCollaborative believes in inspiring informed conversations for growth to improve the quality of professional development and performance evaluation in educational institutions.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0634954
IRS990/NetAssetsOrFundBalancesEOYAmt0720205
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01517
IRS990/OccupancyGrp/TotalAmt01517
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010200
IRS990/OfficeExpensesGrp/ProgramServicesAmt04546
IRS990/OfficeExpensesGrp/TotalAmt014746
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Professional Developmen
IRS990/OtherExpensesGrp/Desc1Payroll Processing Fees
IRS990/OtherExpensesGrp/Desc2Hiring/Training Expense
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01965
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1625
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2197
IRS990/OtherExpensesGrp/ProgramServicesAmt0146
IRS990/OtherExpensesGrp/ProgramServicesAmt1677
IRS990/OtherExpensesGrp/TotalAmt02111
IRS990/OtherExpensesGrp/TotalAmt11302
IRS990/OtherExpensesGrp/TotalAmt2197
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt054101
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt089184
IRS990/OtherSalariesAndWagesGrp/TotalAmt0143285
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09281
IRS990/PayrollTaxesGrp/ProgramServicesAmt010253
IRS990/PayrollTaxesGrp/TotalAmt019534
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Meredith Monk
IRS990/PriorPeriodAdjustmentsAmt03101
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611430
IRS990/ProgramServiceRevenueGrp/BusinessCd2611430
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues
IRS990/ProgramServiceRevenueGrp/Desc1Training Workshops
IRS990/ProgramServiceRevenueGrp/Desc2Supervisor Training
IRS990/ProgramServiceRevenueGrp/Desc3Setup Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0796349
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt191263
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt266547
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt330000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0796349
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt191263
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt266547
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt330000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0236
IRS990/PYOtherExpensesAmt0464879
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0890315
IRS990/PYRevenuesLessExpensesAmt0239701
IRS990/PYSalariesCompEmpBnftPaidAmt0185971
IRS990/PYTotalExpensesAmt0650850
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0890551
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt082150
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0984159
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0570378
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0675711
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt020000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt020000
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0334
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0236
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt070
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt066
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0717
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0984159
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0890315
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0580521
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0388151
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0341341
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt03184487
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0334
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0236
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt070
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt066
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0717
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.84620
IRS990ScheduleA/PublicSupportTotal509Amt02712334
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt07353
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt044015
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0154756
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0126538
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0159491
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0492153
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt07353
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt044015
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0154756
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0126538
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0159491
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0492153
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0984159
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0890315
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0580521
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0408151
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0341341
IRS990ScheduleA/Total509Grp/TotalAmt03204487
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0984493
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0890551
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0580591
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0408217
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0341352
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03205204
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt04293
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01627
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05920
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04293
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt30
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt40
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt30
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt40
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0North America
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1East Asia and the Pacific
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt2Middle East and North Africa
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt3Europe (Including Iceland & Greenland)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt4Central America and the Caribbean
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0Membership dues/training
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt1Membership dues/training
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt2Membership dues/training
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt3Membership dues/training
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt4Membership dues/training
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0Business
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1Business
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt2Business
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt3Business
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt4Business
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt00
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0Foliocollaborative, Inc. received revenue from Foreign based clientele. However, all work for these foreign clients was completed and provided from the United States therefore no foreign expenditures are listed on Sch F, Part I, Line 3. Schedule F is being prepared to note that foreign clientele are using Foliocollaborative software.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 3:
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt00
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Charles Britton and Timothy Fish have a Business Relationship. Charles Britton and Timothy Fish were both employed at McDonogh School, Inc.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1the Form 990 is distributed and reviewed by the entire board before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Each board members' conflict of interest policy is reviewed and re-signed annually by all board members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE COMPENSATION OF THE EXECUTIVE DIRECTOR WAS DETERMINED AND REVIEWED BY THE CHAIR OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SCHOOL TRAINERS: Program service expenses 3,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,000. Security Audit: Program service expenses 0. Management and general expenses 8,275. Fundraising expenses 0. Total expenses 8,275. technical support: Program service expenses 429,098. Management and general expenses 0. Fundraising expenses 0. Total expenses 429,098. Program Development: Program service expenses 5,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, line 11g
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0646805
IRS990/TotalAssetsEOYAmt0729074
IRS990/TotalAssetsGrp/BOYAmt0646805
IRS990/TotalAssetsGrp/EOYAmt0729074
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0206730
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0695613
IRS990/TotalFunctionalExpensesGrp/TotalAmt0902343
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011851
IRS990/TotalLiabilitiesEOYAmt08869
IRS990/TotalLiabilitiesGrp/BOYAmt011851
IRS990/TotalLiabilitiesGrp/EOYAmt08869
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0634954
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0720205
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0695613
IRS990/TotalProgramServiceRevenueAmt0984159
IRS990/TotalReportableCompFromOrgAmt0102292
IRS990/TotalRevenueGrp/ExclusionAmt0334
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0984159
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0984493
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$729,074
Liabilities
$8,869
Net assets
$720,205
Revenue
$984,493
Expenses
$902,343
Net income
$82,150
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
2017Detailed filing. Detailed filing data is available for this year.$0.73$0.01$0.72$0.98$0.90$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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