Civic Intelligence

Family Formation Charitable Trust

990EZ • Fiscal year 2021 • EIN 46-7371088

Jun 01, 2020 to May 31, 2021 • Filed on Apr 18, 2022

859 Riverside Drive 9Greenwood, IN 46142

(317) 407-8422

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

97th percentile

92%

Higher net margin than 97% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

95th percentile

248%

Faster asset growth than 95% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

93rd percentile

237%

Faster revenue growth than 93% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$32,723

Up $23,329 (+248%) from 2020

Net Assets

Up

$32,723

Up $23,329 (+248%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$25,381

Up $17,852 (+237%) from 2020

Expenses

Down

$2,052

Down $14,339 (-87%) from 2020

Net Income

Up

$23,329

Up $32,191 (+363%) from 2020

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2015: $19,133Liabilities 2015: $0Net Assets 2015: $19,1332015Assets 2016: $48,818Liabilities 2016: $0Net Assets 2016: $48,8182016Assets 2017: $18,781Liabilities 2017: $0Net Assets 2017: $18,7812017Assets 2018: $19,595Liabilities 2018: $0Net Assets 2018: $19,5952018Assets 2019: $18,256Liabilities 2019: $0Net Assets 2019: $18,2562019Assets 2020: $9,394Liabilities 2020: $0Net Assets 2020: $9,3942020Assets 2021: $32,723Liabilities 2021: $0Net Assets 2021: $32,7232021

Highlighted filing

2021

Assets$32,723
Liabilities$0
Net Assets$32,723

Operations Trend

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

$100K$50K$0-$50KRevenue 2015: $24,413Expenses 2015: $5,280Net Income 2015: $19,1332015Revenue 2016: $72,610Expenses 2016: $42,925Net Income 2016: $29,6852016Revenue 2017: $13,880Expenses 2017: $43,917Net Income 2017: -$30,0372017Revenue 2018: $37,217Expenses 2018: $36,403Net Income 2018: $8142018Revenue 2019: $16,914Expenses 2019: $18,253Net Income 2019: -$1,3392019Revenue 2020: $7,529Expenses 2020: $16,391Net Income 2020: -$8,8622020Revenue 2021: $25,381Expenses 2021: $2,052Net Income 2021: $23,3292021

Highlighted filing

2021

Revenue$25,381
Expenses$2,052
Net Income$23,329
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Apr 18, 2022
Return Version
2020v4.2
Gross Receipts
$25,381
Mission and Program Overview

Mission

To provide financial assistance to those individuals and organizations seeking to create families through adoption and assisted reproductive technology, and to provide educational programs in support of the trust's mission.

Program Services

DescriptionGrantsExpenses
GRANTS PROVIDED TO INDIVIDUALS/COUPLES SEEKING TO BUILD THEIR FAMILIES THROUGH ADOPTION AND ASSISTED REPRODUCTION$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RODNEY POOLEBoard Member-$0--
MERYL ROSENBERGBoard Member-$0--
JENNIFER WOMBLEBoard Member-$0--
KAREN GREENBERGBoard Member-$0--
DONALD C COFSKYChairmanPT$0--
HAROLD O ATENCIOTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Family Formation Charitable Trust
EIN
46-7371088
Phone
3174078422
Address
859 RIVERSIDE DRIVE 9, GREENWOOD, IN 46142

Signing Officer

Name
Harold O Atencio
Title
Treasurer
Phone
3174078422
Signed
2022-04-18
Discuss with paid preparer
Yes

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, INDIANAPOLIS, IN 46240
Preparer
Casse Tate
Phone
3175802000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 6.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: insurance. Amount: 502.

Part V, Line 34

In june of 2020 the trust board voted to amend the trust agreement and the aaaa board ratified that vote. The amendment removed the duty of ratifying amendments to the trust documents from the aaaa board. The trust now has the ability to make changes to their documents autonomously.

Raw XML Appendix179 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/PhoneNum03174078422
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0859 RIVERSIDE DR 9
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GREENWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046142
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/LobbyingActivitiesInd00
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt032723
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RODNEY POOLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MERYL ROSENBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER WOMBLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAREN GREENBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DONALD C COFSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5HAROLD O ATENCIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0502
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FINANCIAL ASSISTANCE TO THOSE INDIVIDUALS AND ORGANIZATIONS SEEKING TO CREATE FAMILIES THROUGH ADOPTION AND ASSISTED REPRODUCTIVE TECHNOLOGY, AND TO PROVIDE EDUCATIONAL PROGRAMS IN SUPPORT OF THE TRUST'S MISSION.
IRS990EZ/ProgramServiceRevenueAmt01900
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS PROVIDED TO INDIVIDUALS/COUPLES SEEKING TO BUILD THEIR FAMILIES THROUGH ADOPTION AND ASSISTED REPRODUCTION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt02052
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt025381
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ADOPTIONART.ORG/CHARITABLE-TRUST/
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS - 2016 AMOUNT: $ 1,025.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt015622
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt035052
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt012820
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt096363
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt035
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt088
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01025
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.83690
IRS990ScheduleA/PublicSupportPY170Pct00.88300
IRS990ScheduleA/PublicSupportTotal170Amt081575
IRS990ScheduleA/SubstantialContributorsTotAmt014788
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt025375
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt096363
IRS990ScheduleA/TotalSupportAmt097476
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 6.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INSURANCE. AMOUNT: 502.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN JUNE OF 2020 THE TRUST BOARD VOTED TO AMEND THE TRUST AGREEMENT AND THE AAAA BOARD RATIFIED THAT VOTE. THE AMENDMENT REMOVED THE DUTY OF RATIFYING AMENDMENTS TO THE TRUST DOCUMENTS FROM THE AAAA BOARD. THE TRUST NOW HAS THE ABILITY TO MAKE CHANGES TO THEIR DOCUMENTS AUTONOMOUSLY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART V, LINE 34
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HAROLD O ATENCIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03174078422
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FAMILY FORMATION CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FAMI
ReturnHeader/Filer/EIN0467371088
ReturnHeader/Filer/PhoneNum03174078422
ReturnHeader/Filer/USAddress/AddressLine1Txt0859 RIVERSIDE DRIVE 9
ReturnHeader/Filer/USAddress/CityNm0GREENWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046142
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352123203
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KSM BUSINESS SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 40857
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046240
ReturnHeader/PreparerPersonGrp/PhoneNum03175802000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CASSE TATE
ReturnHeader/ReturnTs02022-04-18T16:25:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HAROLD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ATENCIO
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

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