Civic Intelligence

Centra Foundation Inc.

990EZ • Fiscal year 2015 • EIN 45-5288066

Jan 01, 2015 to Dec 31, 2015 • Filed on May 09, 2016

PO Box 789Columbus, IN 47202-0789

(812) 314-0285

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

90th percentile

44%

Higher net margin than 90% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

83rd percentile

48%

Faster asset growth than 83% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

30th percentile

-13%

Faster revenue growth than 30% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$150,504

Up $48,693 (+48%) from 2014

Net Assets

Up

$150,504

Up $48,693 (+48%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$110,281

Down $16,853 (-13%) from 2014

Expenses

Down

$61,588

Down $25,987 (-30%) from 2014

Net Income

Up

$48,693

Up $9,134 (+23%) from 2014

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $6,280Liabilities 2012: $0Net Assets 2012: $6,2802012Assets 2013: $62,252Liabilities 2013: $0Net Assets 2013: $62,2522013Assets 2014: $101,811Liabilities 2014: $0Net Assets 2014: $101,8112014Assets 2015: $150,504Liabilities 2015: $0Net Assets 2015: $150,5042015Assets 2016: $217,897Liabilities 2016: $0Net Assets 2016: $217,8972016Assets 2017: $64,955Liabilities 2017: $0Net Assets 2017: $64,9552017Assets 2018: $28,085Liabilities 2018: $0Net Assets 2018: $28,0852018Assets 2019: $33,555Liabilities 2019: $0Net Assets 2019: $33,5552019Assets 2020: $35,342Liabilities 2020: $0Net Assets 2020: $35,3422020Assets 2021: $39,199Liabilities 2021: $0Net Assets 2021: $39,1992021Assets 2022: $49,581Liabilities 2022: $0Net Assets 2022: $49,5812022Assets 2023: $30,890Liabilities 2023: $0Net Assets 2023: $30,8902023Assets 2024: $33,124Liabilities 2024: $0Net Assets 2024: $33,1242024

Highlighted filing

2015

Assets$150,504
Liabilities$0
Net Assets$150,504

Operations Trend

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

$400K$200K$0-$200KRevenue 2012: $35,744Expenses 2012: $29,464Net Income 2012: $6,2802012Revenue 2013: $105,036Expenses 2013: $49,064Net Income 2013: $55,9722013Revenue 2014: $127,134Expenses 2014: $87,575Net Income 2014: $39,5592014Revenue 2015: $110,281Expenses 2015: $61,588Net Income 2015: $48,6932015Revenue 2016: $140,052Expenses 2016: $72,659Net Income 2016: $67,3932016Revenue 2017: $46,522Expenses 2017: $199,464Net Income 2017: -$152,9422017Revenue 2018: $166,350Expenses 2018: $203,901Net Income 2018: -$37,5512018Revenue 2019: $224,367Expenses 2019: $218,897Net Income 2019: $5,4702019Revenue 2020: $172,240Expenses 2020: $170,453Net Income 2020: $1,7872020Revenue 2021: $232,145Expenses 2021: $228,288Net Income 2021: $3,8572021Revenue 2022: $255,748Expenses 2022: $245,366Net Income 2022: $10,3822022Revenue 2023: $254,670Expenses 2023: $273,361Net Income 2023: -$18,6912023Revenue 2024: $336,256Expenses 2024: $334,022Net Income 2024: $2,2342024

Highlighted filing

2015

Revenue$110,281
Expenses$61,588
Net Income$48,693
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 9, 2016
Return Version
2015v2.1
Gross Receipts
$113,452
Mission and Program Overview

Mission

To be a positive force in communities served by centra credit union.

Program Services

DescriptionGrantsExpenses
THE FOUNDATION IS TO BE A POSITIVE FORCE IN COMMUNITIES SERVED BY CENTRA CREDIT UNION. GRANTS WILL BE AWARDED TO ELIGIBLE NOT-FOR-PROFITS FOR ACTIVITIES THAT WILL HAVE A PUBLIC BENEFIT IN THESE AREAS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYN MORGANFoundation PresidentFT$0--
CHRIS BOTTORFFDirector-$0--
LORETTA BURDDirector-$0--
AL DEGNERSecretary/Treasurer-$0--
MARK EDDYDirector-$0--
RYANNE FENIMOREDirector-$0--
DOUG MOOREVice-Chair-$0--
LISA SHAFRANChair-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Family Fun Bike Ride$16,730$16,730$3,171$13,559
Total Events$16,730$16,730$3,171$13,559
Filing and Contact Details

Filer

Filer Name
Centra Foundation Inc
EIN
45-5288066
Phone
8123140285
Address
PO Box 789, Columbus, IN 47202-0789

Signing Officer

Name
Lyn Morgan
Title
Foundation President
Phone
8123140285
Signed
2016-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Blue & Co LLC
Address
627 Washington Street, Columbus, IN 47201
Preparer
Sara Jacobi CPA
Phone
8126692800
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

Description: INTEREST INCOME. Amount: 86.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: CHARITABLE. Grantee Name: SANS SOUCI. Grantee Address: 1526 13TH ST COLUMBUS, IN 47201. Grantee Relationship: NONE. Date of Gift: 12/31/15. Amount Given: 5,000.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: CHARITABLE. Grantee Name: CEMARK. Grantee Address: 13531 E BOUNDARY RD, STE A MIDLOTHIAN, VA 23112. Grantee Relationship: NONE. Date of Gift: 12/31/15. Amount Given: 5,599.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: CHARITABLE. Grantee Name: SALVATION ARMY INDIANA DIVISION. Grantee Address: 3100 NORTH MERIDIAN ST INDIANAPOLIS, IN 46208. Grantee Relationship: NONE. Date of Gift: 12/31/15. Amount Given: 20,020.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: CHARITABLE. Grantee Name: VARIOUS SCHOLARSHIPS. Grantee Relationship: NONE. Date of Gift: 12/31/15. Amount Given: 11,000.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: CHARITABLE. Grantee Name: MISCELLANEOUS ORGANIZATIONS. Grantee Relationship: NONE. Date of Gift: 12/31/15. Amount Given: 8,506. Total included on Form 990-EZ, line 10: 50,125.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: TRAVEL. Amount: 529. Description: MARKETING/PUBLICITY. Amount: 2,720. Description: CONFERENCES AND MEETINGS. Amount: 647. Description: ASSOCIATION DUES. Amount: 330. Description: IT - WEBSITE & PAYPAL. Amount: 1,233. Total to Form 990-EZ, line 16: 5,459.

Raw XML Appendix198 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/BooksInCareOfDetail/PhoneNum08123140285
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COLUMBUS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LYN MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRIS BOTTORFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LORETTA BURD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AL DEGNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARK EDDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RYANNE FENIMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DOUG MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LISA SHAFRAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FOUNDATION PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE-CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CHAIR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt05459
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO BE A POSITIVE FORCE IN COMMUNITIES SERVED BY CENTRA CREDIT UNION.
IRS990EZ/PrintingPublicationsPostageAmt02423
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FOUNDATION IS TO BE A POSITIVE FORCE IN COMMUNITIES SERVED BY CENTRA CREDIT UNION. GRANTS WILL BE AWARDED TO ELIGIBLE NOT-FOR-PROFITS FOR ACTIVITIES THAT WILL HAVE A PUBLIC BENEFIT IN THESE AREAS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt03171
IRS990EZ/SpecialEventsNetIncomeLossAmt013559
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt061588
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0110281
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CENTRAFOUNDATION.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt096636
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0127118
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0105036
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt035743
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0364533
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt086
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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
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03171
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FAMILY FUN BIKE RIDE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016730
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016730
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016730
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013559
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03171
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: INTEREST INCOME. Amount: 86.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: CHARITABLE. Grantee Name: SANS SOUCI. Grantee Address: 1526 13TH ST COLUMBUS, IN 47201. Grantee Relationship: NONE. Date of Gift: 12/31/15. Amount Given: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: CHARITABLE. Grantee Name: CEMARK. Grantee Address: 13531 E BOUNDARY RD, STE A MIDLOTHIAN, VA 23112. Grantee Relationship: NONE. Date of Gift: 12/31/15. Amount Given: 5,599.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity Classification: CHARITABLE. Grantee Name: SALVATION ARMY INDIANA DIVISION. Grantee Address: 3100 NORTH MERIDIAN ST INDIANAPOLIS, IN 46208. Grantee Relationship: NONE. Date of Gift: 12/31/15. Amount Given: 20,020.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Activity Classification: CHARITABLE. Grantee Name: VARIOUS SCHOLARSHIPS. Grantee Relationship: NONE. Date of Gift: 12/31/15. Amount Given: 11,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Activity Classification: CHARITABLE. Grantee Name: MISCELLANEOUS ORGANIZATIONS. Grantee Relationship: NONE. Date of Gift: 12/31/15. Amount Given: 8,506. Total included on Form 990-EZ, line 10: 50,125.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description: TRAVEL. Amount: 529. Description: MARKETING/PUBLICITY. Amount: 2,720. Description: CONFERENCES AND MEETINGS. Amount: 647. Description: ASSOCIATION DUES. Amount: 330. Description: IT - WEBSITE & PAYPAL. Amount: 1,233. Total to Form 990-EZ, line 16: 5,459.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LYN MORGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FOUNDATION PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08123140285
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Centra Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0CENT
ReturnHeader/Filer/EIN0455288066
ReturnHeader/Filer/PhoneNum08123140285
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 789
ReturnHeader/Filer/USAddress/CityNm0Columbus
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0472020789
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351178661
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Blue & Co LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0627 Washington Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Columbus
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047201
ReturnHeader/PreparerPersonGrp/PhoneNum08126692800
ReturnHeader/PreparerPersonGrp/PreparationDt02016-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sara Jacobi CPA
ReturnHeader/ReturnTs02016-05-13T15:51:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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