Civic Intelligence

Miami Valley Leadership Foundation

990EZ • Fiscal year 2017 • EIN 47-3314624

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profilewww.miamivalleyleadership.com
3686 Haney RdDayton, OH 45416

(937) 477-8184

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.

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

9th percentile

-40%

Higher net margin than 9% 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

16th percentile

-29%

Faster asset growth than 16% of similar nonprofits.

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

Revenue Growth

10th percentile

-46%

Faster revenue growth than 10% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$41,733

Down $16,820 (-29%) from 2016

Net Assets

Down

$41,733

Down $16,820 (-29%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin9th percentile

Revenue

Down

$42,012

Down $35,529 (-46%) from 2016

Expenses

Up

$58,832

Up $11,576 (+24%) from 2016

Net Income

Down

-$16,820

Down $47,105 (-156%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$400K$300K$200K$100K$0Assets 2016: $58,553Liabilities 2016: $0Net Assets 2016: $58,5532016Assets 2017: $41,733Liabilities 2017: $0Net Assets 2017: $41,7332017Assets 2018: $63,361Liabilities 2018: $1,113Net Assets 2018: $62,2482018Assets 2019: $60,160Liabilities 2019: $0Net Assets 2019: $60,1602019Assets 2020: $83,564Liabilities 2020: $38,374Net Assets 2020: $45,1902020Assets 2021: $96,486Liabilities 2021: $5,206Net Assets 2021: $91,2802021Assets 2022: $80,294Liabilities 2022: $4,744Net Assets 2022: $75,5502022Assets 2023: $80,979Liabilities 2023: $5,314Net Assets 2023: $75,6652023Assets 2024: $303,697Liabilities 2024: $184,960Net Assets 2024: $118,7372024

Highlighted filing

2017

Assets$41,733
Liabilities$0
Net Assets$41,733
Open 2017 Filing

Operations Trend

Revenue Growth10th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2016: $77,541Expenses 2016: $47,256Net Income 2016: $30,2852016Revenue 2017: $42,012Expenses 2017: $58,832Net Income 2017: -$16,8202017Revenue 2018: $130,564Expenses 2018: $110,049Net Income 2018: $20,5152018Revenue 2019: $197,221Expenses 2019: $199,309Net Income 2019: -$2,0882019Revenue 2020: $198,289Expenses 2020: $213,259Net Income 2020: -$14,9702020Revenue 2021: $259,582Expenses 2021: $213,492Net Income 2021: $46,0902021Revenue 2022: $238,759Expenses 2022: $254,489Net Income 2022: -$15,7302022Revenue 2023: $246,531Expenses 2023: $246,416Net Income 2023: $1152023Revenue 2024: $338,034Expenses 2024: $284,805Net Income 2024: $53,2292024

Highlighted filing

2017

Revenue$42,012
Expenses$58,832
Net Income-$16,820
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$42,012
Mission and Program Overview

Mission

To create healthy and flourishing communities in the miami valley.

Create healthy and flourishing communities in the Miami Valley.

Program Services

DescriptionGrantsExpenses
MAD RIVER SCHOOLS, LEADERSHIFT, CELEBRATE DAYTON-$53,223
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM SCHINDLERChairPT$0--
ANTHONY WHITMOREVice-Chair-$0--
TERRY OFFENBERGERTreasurer-$0--
C RALPH WILCOXSON II ESQSecretary-$0--
JANE MCEWENBoard Member-$0--
PAUL SCHLOTTMANBoard Member-$0--
DAN POWELLBoard Member-$0--
MARK WHITHERSBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Miami Valley Leadership Foundation
EIN
47-3314624
Phone
9374778184
Address
3686 Haney Rd, Dayton, OH 45416

Signing Officer

Name
James Schindler
Title
Board Chair
Phone
9374778184
Signed
2018-11-15

Preparer

Firm
Matthew J Scarr CPA LLC
Address
808 East Franklin St, Centerville, OH 45459-5605
Preparer
Matthew J Scarr CPA
Phone
9372321200
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Operations 4074.”

Form 990EZ, Part I, Line 16

“Travel and meetings 3103.”

Form 990EZ, Part I, Line 16

“Other 1595.”

Form 990EZ, Part I, Line 16

“Grants 2345.”

Raw XML Appendix158 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0409 Troy St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Dayton
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045404
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt058553
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IRS990EZ/ContributionsGiftsGrantsEtcAmt042012
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-16820
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt047715
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041733
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JIM SCHINDLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANTHONY WHITMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TERRY OFFENBERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3C RALPH WILCOXSON II ESQ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JANE MCEWEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAUL SCHLOTTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DAN POWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARK WHITHERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011117
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Create healthy and flourishing communities in the Miami Valley.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAD RIVER SCHOOLS, LEADERSHIFT, CELEBRATE DAYTON
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053223
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058832
IRS990EZ/TotalProgramServiceExpensesAmt053223
IRS990EZ/TotalRevenueAmt042012
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.miamivalleyleadership.com
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt042012
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt077240
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt040500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0159752
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0301
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0301
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt0159752
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt042012
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt077240
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt040500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0159752
IRS990ScheduleA/TotalSupportAmt0160053
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Operations 4074.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel and meetings 3103.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Other 1595.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Grants 2345.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES SCHINDLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum09374778184
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Miami Valley Leadership Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MIAM
ReturnHeader/Filer/EIN0473314624
ReturnHeader/Filer/PhoneNum09374778184
ReturnHeader/Filer/USAddress/AddressLine1Txt03686 Haney Rd
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ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
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ReturnHeader/FilingSecurityInformation/IPTm010:58:45
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Matthew J Scarr CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0808 East Franklin St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Centerville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0454595605
ReturnHeader/PreparerPersonGrp/PhoneNum09372321200
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J SCARR CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-15T10:58:53-08:00
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
$41,733
Liabilities
$0
Net assets
$41,733
Revenue
$42,012
Expenses
$58,832
Net income
-$16,820
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.04$1.85$1.19$3.38$2.85$0.53
2023Detailed filing. Detailed filing data is available for this year.$0.81$0.05$0.76$2.47$2.46$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.80$0.05$0.76$2.39$2.54$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.96$0.05$0.91$2.60$2.13$0.46
2020Detailed filing. Detailed filing data is available for this year.$0.84$0.38$0.45$1.98$2.13$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$1.97$1.99$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.63$0.01$0.62$1.31$1.10$0.21
2017Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.42$0.59$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.78$0.47$0.30