Civic Intelligence

Grace Initiative Foundation Tree

990PF • Fiscal year 2018 • EIN 46-3468386

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 07, 2019

Organization Profile
700 WEST ST CLAIR AVENUE Suite 414Cleveland, OH 44113-1274

(216) 472-3300

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

96th percentile

75%

Higher net margin than 96% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

96th percentile

188%

Faster asset growth than 96% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

300%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$4,575

Up $2,988 (+188%) from 2017

Net Assets

Up

$4,575

Up $2,988 (+188%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin96th percentile

Revenue

Up

$4,000

Up $3,000 (+300%) from 2017

Expenses

Down

$1,012

Down $3,497 (-78%) from 2017

Net Income

Up

$2,988

Up $6,497 (+185%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$15K$10K$5.0K$0Assets 2014: $10,283Liabilities 2014: $0Net Assets 2014: $10,2832014Assets 2015: $9,995Liabilities 2015: $0Net Assets 2015: $9,9952015Assets 2016: $5,096Liabilities 2016: $0Net Assets 2016: $5,0962016Assets 2017: $1,587Liabilities 2017: $0Net Assets 2017: $1,5872017Assets 2018: $4,575Liabilities 2018: $0Net Assets 2018: $4,5752018Assets 2019: $801Liabilities 2019: $0Net Assets 2019: $8012019Assets 2020: $3,157Liabilities 2020: $0Net Assets 2020: $3,1572020Assets 2021: $3,157Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $3,157Liabilities 2022: $0Net Assets 2022: $3,1572022Assets 2023: $3,157Liabilities 2023: $0Net Assets 2023: $3,1572023Assets 2024: $3,157Liabilities 2024: $0Net Assets 2024: $3,1572024

Highlighted filing

2018

Assets$4,575
Liabilities$0
Net Assets$4,575
Open 2018 Filing

Operations Trend

Revenue Growth97th percentile

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

$20K$10K$0-$10KRevenue 2014: $12,496Expenses 2014: $2,213Net Income 2014: $10,2832014Revenue 2015: $3,467Expenses 2015: $3,755Net Income 2015: -$2882015Revenue 2016: $14,247Expenses 2016: $19,146Net Income 2016: -$4,8992016Revenue 2017: $1,000Expenses 2017: $4,509Net Income 2017: -$3,5092017Revenue 2018: $4,000Expenses 2018: $1,012Net Income 2018: $2,9882018Revenue 2019: $734Expenses 2019: $4,508Net Income 2019: -$3,7742019Revenue 2020: $3,000Expenses 2020: $644Net Income 2020: $2,3562020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2018

Revenue$4,000
Expenses$1,012
Net Income$2,988
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 7, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARCI M MATTHEWSPresident-$0--
MASON A MATTHEWSCo-Vice President & Director-$0--
BRIAN C HANZCo-Vice President & Director-$0--
Filing and Contact Details

Filer

Filer Name
Grace Initiative Foundation Tree
EIN
46-3468386
In Care Of
% WILLIAM E KARNATZ JR
Phone
2164723300
Address
700 WEST ST CLAIR AVENUE Suite 414, CLEVELAND, OH 44113-1274

Signing Officer

Name
Marci M Matthews
Title
President
Phone
2164723300
Signed
2019-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Western Reserve Trust Company
Address
700 WEST ST CLAIR AVE SUITE 414, CLEVELAND, OH 44113-1274
Preparer
William E Karnatz Jr
Phone
2164723300
Raw XML Appendix228 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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ReturnHeader/Filer/EIN0463468386
ReturnHeader/Filer/InCareOfNm0% WILLIAM E KARNATZ JR
ReturnHeader/Filer/PhoneNum02164723300
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ReturnHeader/PreparerPersonGrp/PhoneNum02164723300
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM E KARNATZ JR
ReturnHeader/ReturnTs02019-11-08T06:53:10-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,575
Liabilities
$0
Net assets
$4,575
Revenue
$4,000
Expenses
$1,012
Net income
$2,988
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.16$0.00$3.16$0.00$0.00$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.16$0.00$3.16$0.00$0.00$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.16$0.00$3.16$0.00$0.00$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.16$0.00$0.00$0.00$0.00$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.16$0.00$3.16$3.00$0.64$2.36
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$0.73$4.51$3.77
2018Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$4.00$1.01$2.99
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$1.00$4.51$3.51
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.10$0.00$5.10$14.2$19.1$4.90
2015Detailed filing. Detailed filing data is available for this year.$10.00$0.00$10.00$3.47$3.76$0.29
2014Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$12.5$2.21$10.3