Civic Intelligence

Stone Ledges Charitable Foundation

990PF • Fiscal year 2016 • EIN 46-1392897

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

Organization Profile
PO Box 188Clinton, OH 44216

(330) 334-3641

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

97th percentile

91%

Higher net margin than 97% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

97th percentile

118%

Faster asset growth than 97% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

1179%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,069,929

Up $579,690 (+118%) from 2015

Net Assets

Up

$1,069,929

Up $579,690 (+118%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin97th percentile

Revenue

Up

$638,400

Up $588,495 (+1179%) from 2015

Expenses

Up

$58,979

Up $20,010 (+51%) from 2015

Net Income

Up

$579,421

Up $568,485 (+5198%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$1.5M$1.0M$500K$0Assets 2015: $490,239Liabilities 2015: $0Net Assets 2015: $490,2392015Assets 2016: $1,069,929Liabilities 2016: $0Net Assets 2016: $1,069,9292016Assets 2017: $1,084,337Liabilities 2017: $0Net Assets 2017: $1,084,3372017Assets 2018: $1,082,529Liabilities 2018: $0Net Assets 2018: $1,082,5292018Assets 2019: $1,090,173Liabilities 2019: $0Net Assets 2019: $1,090,1732019Assets 2020: $1,009,056Liabilities 2020: $0Net Assets 2020: $1,009,0562020Assets 2021: $1,010,524Liabilities 2021: $0Net Assets 2021: $1,010,5242021Assets 2022: $960,791Liabilities 2022: $0Net Assets 2022: $960,7912022Assets 2023: $969,698Liabilities 2023: $0Net Assets 2023: $969,6982023Assets 2024: $1,446,539Liabilities 2024: $0Net Assets 2024: $1,446,5392024

Highlighted filing

2016

Assets$1,069,929
Liabilities$0
Net Assets$1,069,929
Open 2016 Filing

Operations Trend

Revenue Growth99th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2015: $49,905Expenses 2015: $38,969Net Income 2015: $10,9362015Revenue 2016: $638,400Expenses 2016: $58,979Net Income 2016: $579,4212016Revenue 2017: $108,251Expenses 2017: $89,424Net Income 2017: $18,8272017Revenue 2018: $81,686Expenses 2018: $81,486Net Income 2018: $2002018Revenue 2019: $69,844Expenses 2019: $64,063Net Income 2019: $5,7812019Revenue 2020: -$2,575Expenses 2020: $76,930Net Income 2020: -$79,5052020Revenue 2021: $82,632Expenses 2021: $79,257Net Income 2021: $3,3752021Revenue 2022: $30,511Expenses 2022: $80,008Net Income 2022: -$49,4972022Revenue 2023: $81,479Expenses 2023: $85,948Net Income 2023: -$4,4692023Revenue 2024: $574,623Expenses 2024: $96,353Net Income 2024: $478,2702024

Highlighted filing

2016

Revenue$638,400
Expenses$58,979
Net Income$579,421
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL SELBYTrustee-$0--
SCOTT RADERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Stone Ledges Charitable Foundation
EIN
46-1392897
Address
PO BOX 188, CLINTON, OH 44216

Signing Officer

Name
Daniel Selby
Title
Trustee
Phone
3306078985
Signed
2017-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Sussman & Associates Inc
Address
125 W BOYER ST STE A, WADSWORTH, OH 44281
Preparer
Vicki a Sussman
Phone
3303343641
Raw XML AppendixShowing 400 of 634 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2ALGER - 457.215 SHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3ALLIANZ - 9.083 SHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4AMERCAN CENTURY - 10.038 SHS
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc8HOTCHKIS - 56.962 SHS
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc16T ROWE - 8.996 SHS
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc24ALLIANZ - 1243.766 SHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc25AMERICAN CENTURY - 2643.903 SHS
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc31HOTCHKIS - 397.39 SHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc32INVESTMENT CO - 405.479 SHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc33JANUS PERKINS - 990.501 SHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc34JOHN HANCOCK - 660.947 SHS
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc36MFS MUNI - 1620.026 SHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc37MFS GROWTH - 290.684 SHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc38MUTUAL - 646.06 SHS
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc46T ROWE - 4500.94785 SHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc47T ROWE - 4439.73015
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc48TAX EXEMPT - 2179.533 SHS
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc50VICTORY - 521.752 SHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc51DELAWARE - 337.852 SHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc52WELLS FARGO - 1802.725 SHS
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt49PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt50PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt51PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt52PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt392016-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt402016-03
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-26
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt161
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2-307
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt141
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt15-131
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt161
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt171
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt18-225
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt193992
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt202244
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt21-3170
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt221681
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt23569
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt24124
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt252777
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2697
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt275456
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt281459
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt294438
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt303110
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt311367
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt32926
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt33-1513
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt34113
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt43104
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4652
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt483272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01066448
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01106132
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EDWARD JONES
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt016723
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt022285
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt045969
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01884
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0HARTFORD LIFE & ANNUITY
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1METLIFE INSURANCE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt055976
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt185811
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd11
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0182679
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt045969
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0228648
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08444
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt022285
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0409752
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt016542
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt016723
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0579421
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0676033
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01884
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01884
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt068254
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt028066
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07584
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0141787
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt012545
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt012545
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt012645
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt058979
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt040711
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0638400
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt012645
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt028979
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt022285
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0579421
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0276
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0545
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01070205
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0490239
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01069929
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt037858
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt037858
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt037858
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt038419
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0561
IRS990PF/DistributableAmountGrp/TotalTaxAmt0561
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt017
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0561
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0561
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0561
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0578
IRS990PF/FMVAssetsEOYAmt01109613
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03000
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt03481
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt03481
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0487239
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01066448

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Filings

Displayed year

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

Open filing
Assets
$1,069,929
Liabilities
$0
Net assets
$1,069,929
Revenue
$638,400
Expenses
$58,979
Net income
$579,421
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.57$0.10$0.48
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.08$0.09$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.03$0.08$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.08$0.08$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.00$0.08$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.07$0.06$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.08$0.08$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.11$0.09$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.64$0.06$0.58
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.05$0.04$0.01