Civic Intelligence

Theresa'S Research Foundation

990EZ • Fiscal year 2017 • EIN 46-1970151

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 26, 2018

Organization ProfileN/A
P O Box 638Godfrey, IL 62035

(618) 462-4135

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

97th percentile

473%

Faster asset growth than 97% of similar nonprofits.

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

Revenue Growth

96th percentile

215%

Faster revenue growth than 96% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$81,669

Up $67,423 (+473%) from 2016

Net Assets

Up

$81,669

Up $67,423 (+473%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Up

$161,357

Up $110,089 (+215%) from 2016

Expenses

Up

$93,934

Up $55,843 (+147%) from 2016

Net Income

Up

$67,423

Up $54,246 (+412%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$100K$50K$0Assets 2013: $3,901Net Assets 2013: $3,9012013Assets 2014: $29,883Net Assets 2014: $29,8832014Assets 2015: $1,069Net Assets 2015: $1,0692015Assets 2016: $14,246Net Assets 2016: $14,2462016Assets 2017: $81,669Net Assets 2017: $81,6692017Assets 2018: $36,026Net Assets 2018: $36,0262018Assets 2019: $56,733Net Assets 2019: $56,7332019Assets 2020: $73,209Net Assets 2020: $73,2092020Assets 2021: $16,284Net Assets 2021: $16,2842021Assets 2022: $84,436Net Assets 2022: $84,4362022Assets 2023: $43,277Net Assets 2023: $43,2772023

Highlighted filing

2017

Assets$81,669
Liabilities-
Net Assets$81,669
Open 2017 Filing

Operations Trend

Revenue Growth96th percentile

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

$200K$100K$0-$100KRevenue 2013: $46,917Expenses 2013: $43,016Net Income 2013: $3,9012013Revenue 2014: $54,604Expenses 2014: $28,622Net Income 2014: $25,9822014Revenue 2015: $18,386Expenses 2015: $47,200Net Income 2015: -$28,8142015Revenue 2016: $51,268Expenses 2016: $38,091Net Income 2016: $13,1772016Revenue 2017: $161,357Expenses 2017: $93,934Net Income 2017: $67,4232017Revenue 2018: $92,041Expenses 2018: $137,684Net Income 2018: -$45,6432018Revenue 2019: $195,822Expenses 2019: $175,115Net Income 2019: $20,7072019Revenue 2020: $68,399Expenses 2020: $51,923Net Income 2020: $16,4762020Revenue 2021: $34,331Expenses 2021: $91,256Net Income 2021: -$56,9252021Revenue 2022: $87,444Expenses 2022: $19,292Net Income 2022: $68,1522022Revenue 2023: $152,653Expenses 2023: $193,812Net Income 2023: -$41,1592023

Highlighted filing

2017

Revenue$161,357
Expenses$93,934
Net Income$67,423
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 26, 2018
Return Version
2017v2.2
Gross Receipts
$161,357
Mission and Program Overview

Mission

Support metastatic breast cancer research and treatment

Support mestastic breast cancer research

Program Services

DescriptionGrantsExpenses
CONDUCTED FUND RAISER TO SUPPORT MESTASTIC CANCER RESEARCH$25,000$93,575
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSHUA NEWBY-HARPOLEExecutive DirectorPT$0--
LINDA MORRISSEYPresidentPT$0--
RANDY NEWBYVice-President-$0--
CHUCK DETERSTreasurer-$0--
SHERYL COLESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Theresa Harpole Foundation
EIN
46-1970151
Phone
6184624135
Address
P O BOX 638, GODFREY, IL 62035

Signing Officer

Name
Linda Morrissey
Title
Treasurer
Phone
6184624135
Signed
2018-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Fahnestock Financial Services Inc
Address
325 MARKET ST SUITE F, ALTON, IL 62002-6275
Preparer
Thomas B Fahnestock
Phone
6184624135
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“CONFERENCE 25000.”

Form 990EZ, Part I, Line 10

“Research grant; tax exempt; baylor college of medicine: baylor university, dallas, tx, 76798; none,”

Form 990EZ, Part I, Line 16

“Conferenmces and reimbursements 33805.”

Form 990EZ, Part I, Line 16

“LEADERSHIP AWARDS 5000.”

Form 990EZ, Part I, Line 16

“DONATION 10000.”

Form 990EZ, Part I, Line 16

“CONFERENCE FOOD 3358.”

Form 990EZ, Part I, Line 16

“AIRFARE 6105.”

Form 990EZ, Part I, Line 16

“RESTAURANTS 6936.”

Form 990EZ, Part I, Line 16

“BANK CHARGES 3.”

Raw XML Appendix166 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/USAddress/CityNm0ALTON
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSHUA NEWBY-HARPOLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINDA MORRISSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RANDY NEWBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHUCK DETERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHERYL COLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0359
IRS990EZ/OtherExpensesTotalAmt065207
IRS990EZ/OtherRevenueTotalAmt025000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT MESTASTIC BREAST CANCER RESEARCH
IRS990EZ/PrintingPublicationsPostageAmt02077
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONDUCTED FUND RAISER TO SUPPORT MESTASTIC CANCER RESEARCH
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt025000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt093575
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt093934
IRS990EZ/TotalProgramServiceExpensesAmt093575
IRS990EZ/TotalRevenueAmt0161357
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0136357
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt051268
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt020995
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt020315
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt019411
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0248346
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt025000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt025000
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0273346
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0161357
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt051268
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt020995
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt020315
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt019411
IRS990ScheduleA/Total509Grp/TotalAmt0273346
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0273346
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CONFERENCE 25000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RESEARCH GRANT; TAX EXEMPT; BAYLOR COLLEGE OF MEDICINE: BAYLOR UNIVERSITY, DALLAS, TX, 76798; NONE,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFERENMCES AND REIMBURSEMENTS 33805.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LEADERSHIP AWARDS 5000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DONATION 10000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONFERENCE FOOD 3358.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AIRFARE 6105.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7RESTAURANTS 6936.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK CHARGES 3.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA MORRISSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06184624135
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-26
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.207.184.173
ReturnHeader/FilingSecurityInformation/IPDt02018-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm007:03:22
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FAHNESTOCK FINANCIAL SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0325 MARKET ST SUITE F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0620026275
ReturnHeader/PreparerPersonGrp/PhoneNum06184624135
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS B FAHNESTOCK
ReturnHeader/ReturnTs02018-11-08T07:03:29-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$81,669
Liabilities
-
Net assets
$81,669
Revenue
$161,357
Expenses
$93,934
Net income
$67,423
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.43$0.43$1.53$1.94$0.41
2022Detailed filing. Detailed filing data is available for this year.$0.84$0.84$0.87$0.19$0.68
2021Detailed filing. Detailed filing data is available for this year.$0.16$0.16$0.34$0.91$0.57
2020Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.68$0.52$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.57$0.57$1.96$1.75$0.21
2018Detailed filing. Detailed filing data is available for this year.$0.36$0.36$0.92$1.38$0.46
2017Detailed filing. Detailed filing data is available for this year.$0.82$0.82$1.61$0.94$0.67
2016Detailed filing. Detailed filing data is available for this year.$0.14$0.14$0.51$0.38$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.18$0.47$0.29
2014Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.55$0.29$0.26
2013Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.47$0.43$0.04