Civic Intelligence

Local Initiative for Excellence Foundation

990PF • Fiscal year 2016 • EIN 46-4081852

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 16, 2017

Organization Profile
4200 Malsbary RoadBlue Ash, OH 45242

(513) 421-8282

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

Score unavailable

No value available

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

Source year 2016

Net Margin

99th percentile

202%

Higher net margin than 99% 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.

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

Asset Growth

10th percentile

-12%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$4,124,384

Down $554,388 (-12%) from 2015

Net Assets

Down

$4,124,384

Down $554,388 (-12%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$274,237

Down $81,524 (-42%) from 2015

Expenses

Up

$280,151

Up $153,160 (+121%) from 2015

Net Income

Down

-$554,388

Down $234,684 (-73%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$40M$30M$20M$10M$0Assets 2014: $4,998,476Liabilities 2014: $0Net Assets 2014: $4,998,4762014Assets 2015: $4,678,772Liabilities 2015: $0Net Assets 2015: $4,678,7722015Assets 2016: $4,124,384Liabilities 2016: $0Net Assets 2016: $4,124,3842016Assets 2017: $4,153,069Liabilities 2017: $0Net Assets 2017: $4,153,0692017Assets 2018: $4,092,562Liabilities 2018: $0Net Assets 2018: $4,092,5622018Assets 2019: $3,837,383Liabilities 2019: $0Net Assets 2019: $3,837,3832019Assets 2020: $4,200,502Liabilities 2020: $0Net Assets 2020: $4,200,5022020Assets 2021: $3,992,616Liabilities 2021: $0Net Assets 2021: $3,992,6162021Assets 2022: $20,230,972Liabilities 2022: $0Net Assets 2022: $20,230,9722022Assets 2023: $33,339,275Liabilities 2023: $0Net Assets 2023: $33,339,2752023Assets 2024: $32,786,461Liabilities 2024: $0Net Assets 2024: $32,786,4612024

Highlighted filing

2016

Assets$4,124,384
Liabilities$0
Net Assets$4,124,384
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2014: $5,001,125Expenses 2014: $2,649Net Income 2014: $4,998,4762014Revenue 2015: -$192,713Expenses 2015: $126,991Net Income 2015: -$319,7042015Revenue 2016: -$274,237Expenses 2016: $280,151Net Income 2016: -$554,3882016Revenue 2017: $216,768Expenses 2017: $188,083Net Income 2017: $28,6852017Revenue 2018: $258,941Expenses 2018: $319,448Net Income 2018: -$60,5072018Revenue 2019: $154,075Expenses 2019: $409,254Net Income 2019: -$255,1792019Revenue 2020: $706,964Expenses 2020: $343,845Net Income 2020: $363,1192020Revenue 2021: $388,497Expenses 2021: $596,383Net Income 2021: -$207,8862021Revenue 2022: $16,760,403Expenses 2022: $522,047Net Income 2022: $16,238,3562022Revenue 2023: $13,420,110Expenses 2023: $311,807Net Income 2023: $13,108,3032023Revenue 2024: $724,174Expenses 2024: $1,276,988Net Income 2024: -$552,8142024

Highlighted filing

2016

Revenue-$274,237
Expenses$280,151
Net Income-$554,388
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 16, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE WILEPresidentPT$0--
CARTER RANDOLPHTreasurerPT$0--
PATTY BROCKMANSecretaryPT$0--
PAUL KECKTrustee-$0--
JERRY LINGRELTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Local Initiative for Excellence
EIN
46-4081852
Address
4200 MALSBARY ROAD, BLUE ASH, OH 45242

Signing Officer

Name
George Wile
Title
President
Signed
2017-08-16
Discuss with paid preparer
Yes

Preparer

Firm
Jackson S Harty Co CPA
Address
119 EAST COURT STREET SUITE 200, CINCINNATI, OH 45202-1203
Preparer
Jackson S Harty
Phone
5134218282
Raw XML Appendix339 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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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd045242
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05138917144
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0HTTP://WWW.LIFE-BRAINHEALTH.ORG/
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CARTER RANDOLPH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05138917144
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd045242
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0GEORGE WILE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1150000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03333 BURNET AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12600 CLIFTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CINCINNATI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd145220
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0250000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0106565
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0145814
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0223653
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0252379
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0117088
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0145814
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2DUES/SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt080
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt166
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2853
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt080
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt166
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2853
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt060
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1-853
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BLACKSTONE GROUP LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1SHELL MIDSTREAM PTRS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt060
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt060
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-853
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt023284
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt15
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt22
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISOR FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1BLACKSTONE GROUP LP
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2KKR & CO LP
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3LAZARD LTD
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt023284
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt15
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt22
TaxesSchedule/TaxesDetail/Amt02177
TaxesSchedule/TaxesDetail/Amt12000
TaxesSchedule/TaxesDetail/Amt2200
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2STATE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0200
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02177
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE WILE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL INITIATIVE FOR EXCELLENCE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0464081852
ReturnHeader/Filer/USAddress/AddressLine1Txt04200 MALSBARY ROAD
ReturnHeader/Filer/USAddress/CityNm0BLUE ASH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045242
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AF00DE5DB4F431F0E603617C9B93622F26DD4C73
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00AA864BF7BB97F0EBD7EF50BF93672998ADF70AA
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311295025
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACKSON S HARTY CO CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0119 EAST COURT STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0452021203
ReturnHeader/PreparerPersonGrp/PhoneNum05134218282
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACKSON S HARTY
ReturnHeader/ReturnTs02017-09-08T16:42:33-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,124,384
Liabilities
$0
Net assets
$4,124,384
Revenue
-$274,237
Expenses
$280,151
Net income
-$554,388
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$32.8$0.00$32.8$0.72$1.28$0.55
2023Detailed filing. Detailed filing data is available for this year.$33.3$0.00$33.3$13.4$0.31$13.1
2022Detailed filing. Detailed filing data is available for this year.$20.2$0.00$20.2$16.8$0.52$16.2
2021Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.39$0.60$0.21
2020Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.71$0.34$0.36
2019Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.15$0.41$0.26
2018Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.26$0.32$0.06
2017Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.22$0.19$0.03
2016Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.27$0.28$0.55
2015Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.19$0.13$0.32
2014Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$5.00$0.00$5.00