Civic Intelligence

Warren County Small Business Development Alliance

990 • Fiscal year 2023 • EIN 46-1439066

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 04, 2024

Organization ProfileN/A
3525 N State Route 48 526BLebanon, OH 45036

(513) 934-4793

Siviq Scores

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

Liabilities / Assets

46th percentile

0.00x

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

46th percentile

0.00x

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

48th percentile

0.8%

Higher net margin than 48% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

93rd percentile

$80,496

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 34.7% of source-year revenue.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

56th percentile

3.5%

Faster asset growth than 56% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

45th percentile

2.9%

Faster revenue growth than 45% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets46th percentile

Assets

Flat

$52,973

Flat from 2023

Net Assets

Flat

$52,973

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin48th percentile

Revenue

Flat

$231,900

Flat from 2023

Expenses

Flat

$230,095

Flat from 2023

Net Income

Flat

$1,805

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$100K$50K$0Assets 2013: $3,923Liabilities 2013: $02013Assets 2014: $3,794Liabilities 2014: $02014Assets 2015: $3,402Liabilities 2015: $0Net Assets 2015: $3,4022015Assets 2016: $5,995Liabilities 2016: $0Net Assets 2016: $5,9952016Assets 2017: $8,137Liabilities 2017: $02017Assets 2018: $22,780Liabilities 2018: $0Net Assets 2018: $22,7802018Assets 2019: $14,948Liabilities 2019: $0Net Assets 2019: $14,9482019Assets 2020: $59,795Liabilities 2020: $0Net Assets 2020: $59,7952020Assets 2021: $58,310Liabilities 2021: $0Net Assets 2021: $58,3102021Assets 2022: $51,168Liabilities 2022: $0Net Assets 2022: $51,1682022Assets 2023: $52,973Liabilities 2023: $0Net Assets 2023: $52,9732023Assets 2023: $52,973Liabilities 2023: $0Net Assets 2023: $52,9732023Assets 2024: $90,182Liabilities 2024: $0Net Assets 2024: $90,1822024

Highlighted filing

2023

Assets$52,973
Liabilities$0
Net Assets$52,973
Open 2023 Filing

Operations Trend

Revenue Growth45th percentile

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

$300K$200K$100K$0-$100KRevenue 2013: $70,100Expenses 2013: $66,177Net Income 2013: $3,9232013Revenue 2014: $89,964Expenses 2014: $90,093Net Income 2014: -$1292014Revenue 2015: $99,846Expenses 2015: $100,238Net Income 2015: -$3922015Revenue 2016: $114,536Expenses 2016: $111,943Net Income 2016: $2,5932016Revenue 2017: $117,732Expenses 2017: $115,590Net Income 2017: $2,1422017Revenue 2018: $124,326Expenses 2018: $109,683Net Income 2018: $14,6432018Revenue 2019: $124,621Expenses 2019: $132,453Net Income 2019: -$7,8322019Revenue 2020: $255,640Expenses 2020: $210,793Net Income 2020: $44,8472020Revenue 2021: $224,808Expenses 2021: $226,293Net Income 2021: -$1,4852021Revenue 2022: $225,366Expenses 2022: $232,508Net Income 2022: -$7,1422022Revenue 2023: $231,900Expenses 2023: $230,095Net Income 2023: $1,8052023Revenue 2023: $231,900Expenses 2023: $230,095Net Income 2023: $1,8052023Revenue 2024: $209,273Expenses 2024: $213,052Net Income 2024: -$3,7792024

Highlighted filing

2023

Revenue$231,900
Expenses$230,095
Net Income$1,805
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 4, 2024
Return Version
2023v5.1
Gross Receipts
$231,900
Mission and Program Overview

Mission

To provide counseling and training to support small businesses in warren county, ohio.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$51,168$52,973▲ $1,805
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$51,168$52,973▲ $1,805
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$51,168$52,973▲ $1,805
Total Net Assets Fund Balance$51,168$52,973▲ $1,805
Total Liabilities and Net Assets / Fund Balance$51,168$52,973▲ $1,805

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$1,210$1,210
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Michael StaterExec DirectorFT$80,496$80,496

Board Members and Trustees

NameTitle
Mark SwartzPresident
Matt SchnipkeVice President
Dwight a Packard IiBoard Member
Jacob SchulteBoard Member
Jennifer MaynardBoard Member
Karisa SteedBoard Member
Kim GatesBoard Member
Paul BrehmBoard Member
Kelly MillerSecretary
Randy KuvinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$231,900
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$10,000
Change in Net Assets
$1,805
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$193,374
Other Expenses$36,721
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$101,640
Current Officers, Directors, Trustees, and Key Employees---$80,496
Payroll Taxes---$11,238
Fees for Services Legal---$9,033
Conferences and Meetings---$4,655
Travel---$4,329
Information Technology---$4,007
Insurance---$2,667
Office Expenses---$2,525
Fees for Services Accounting---$1,400
Fees for Services Other---$1,362
Advertising---$1,230
Other Expenses---$712
All Other Expenses---$329
Total Functional Expenses$0$0$0$230,095
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
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 35% controlled entity
No
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 6

“The organization is a not-for-profit corporation or association with members.”

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

“The form 990 is reviewed and approved by the officers of the board of directors prior to filing with the internal revenue service”

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

“Board members and employees are required to report conflicts of interest to the board.”

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

“Executive directors compensation is approved at the discretion of the board of directors based upon comparative data from similar sized sba's and on the executive director's performance.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Warren County Small Business Development
EIN
46-1439066
Phone
5139344793
Address
3525 N STATE ROUTE 48 526B, LEBANON, OH 45036

Signing Officer

Name
Mark Swartz
Title
Board President
Phone
5139344793
Signed
2024-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Swartz
Formed
2012
Legal Domicile
Oh
Voting Board Members
11
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Flagel Huber Flagel
Address
9135 GOVERNORS WAY, CINCINNATI, OH 45249
Preparer
Randall S Kuvin
Phone
5137740300
Raw XML Appendix349 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXEC DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION OR ASSOCIATION WITH MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED AND APPROVED BY THE OFFICERS OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS AND EMPLOYEES ARE REQUIRED TO REPORT CONFLICTS OF INTEREST TO THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXECUTIVE DIRECTORS COMPENSATION IS APPROVED AT THE DISCRETION OF THE BOARD OF DIRECTORS BASED UPON COMPARATIVE DATA FROM SIMILAR SIZED SBA'S AND ON THE EXECUTIVE DIRECTOR'S PERFORMANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt051168
IRS990/TotalAssetsEOYAmt052973
IRS990/TotalAssetsGrp/BOYAmt051168
IRS990/TotalAssetsGrp/EOYAmt052973
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0231900
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0230095
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt051168
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt052973
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt080496
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0231900
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt051168
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt052973
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt04329
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03525 N STATE ROUTE 48 526B
IRS990/USAddress/CityNm0LEBANON
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045036
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK SWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05139344793
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WARREN COUNTY SMALL BUSINESS DEVELOPMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ALLIANCE
ReturnHeader/Filer/BusinessNameControlTxt0WARR
ReturnHeader/Filer/EIN0461439066
ReturnHeader/Filer/PhoneNum05139344793
ReturnHeader/Filer/USAddress/AddressLine1Txt03525 N STATE ROUTE 48 526B
ReturnHeader/Filer/USAddress/CityNm0LEBANON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045036
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310796034
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FLAGEL HUBER FLAGEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09135 GOVERNORS WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045249
ReturnHeader/PreparerPersonGrp/PhoneNum05137740300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDALL S KUVIN
ReturnHeader/ReturnTs02024-11-05T14:35:31-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,973
Liabilities
$0
Net assets
$52,973
Revenue
$231,900
Expenses
$230,095
Net income
$1,805
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$2.09$2.13$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$2.32$2.30$0.02
2023Summary only. Only limited summary data is available for this year.$0.53$0.00$0.53$2.32$2.30$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.00$0.51$2.25$2.33$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.00$0.58$2.25$2.26$0.01
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.00$0.60$2.56$2.11$0.45
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.00$0.15$1.25$1.32$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$1.24$1.10$0.15
2017Summary only. Only limited summary data is available for this year.$0.08$0.00$1.18$1.16$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.00$0.06$1.15$1.12$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$1.00$1.00$0.00
2014Summary only. Only limited summary data is available for this year.$0.04$0.00$0.90$0.90$0.00
2013Summary only. Only limited summary data is available for this year.$0.04$0.00$0.70$0.66$0.04