Civic Intelligence

Assumption Education Foundation

EIN 47-3319498 • 501(c)3 • Metamora, OH

Profile

To fund and enhance the educational opportunities, experiences, and future successes of the students attending holy trinity catholic school.

6772 US Highway 20Metamora, OH 43540

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

32nd percentile

-8.3%

Higher net margin than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

23rd percentile

-41%

Faster asset growth than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

55th percentile

1.7%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$8,652

Down $5,923 (-41%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Down

$8,652

Down $5,923 (-41%) from 2017

Operations
Liabilities / Revenue62nd percentileNet Margin32nd percentile

Revenue

Up

$70,952

Up $1,201 (+1.7%) from 2017

Expenses

Up

$76,875

Up $19,192 (+33%) from 2017

Net Income

Down

-$5,923

Down $17,991 (-149%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2016: $2,507Liabilities 2016: $0Net Assets 2016: $2,5072016Assets 2017: $14,575Liabilities 2017: $0Net Assets 2017: $14,5752017Assets 2018: $8,652Liabilities 2018: $0Net Assets 2018: $8,6522018

Highlighted filing

2018

Assets$8,652
Liabilities$0
Net Assets$8,652
Open 2018 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2016: $63,217Expenses 2016: $61,915Net Income 2016: $1,3022016Revenue 2017: $69,751Expenses 2017: $57,683Net Income 2017: $12,0682017Revenue 2018: $70,952Expenses 2018: $76,875Net Income 2018: -$5,9232018

Highlighted filing

2018

Revenue$70,952
Expenses$76,875
Net Income-$5,923
Open 2018 Filing

Filings

Most recent year

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

Open filing
Assets
$8,652
Liabilities
$0
Net assets
$8,652
Revenue
$70,952
Expenses
$76,875
Net income
-$5,923
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$8.65$0.00$8.65$71.0$76.9$5.92
2017Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$69.8$57.7$12.1
2016Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$63.2$61.9$1.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Gross Receipts
$70,952
Mission and Program Overview

Mission

To fund and enhance the educational opportunities, experiences, and future successes of the students attending holy trinity catholic school.

Program Services

DescriptionGrantsExpenses
FUNDRAISING: FUNDRAISING ACTIVITIES, SUCH AS AUCTIONS,ARE HELD ANNUALLY TO GENERATE DONATIONS.$70,952$70,952
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD J LUMBREZERPresident-$0--
BENJAMIN R EISELVice President-$0--
MATTHEW N CROMLYSecretary-$0--
TANYA Y LUMBREZERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Assumption Education Foundation
EIN
47-3319498
Phone
4194677816
Address
6772 US HIGHWAY 20, METAMORA, OH 43540

Signing Officer

Name
Tanya Lumbrezer
Title
Treasurer
Phone
4194677816
Signed
2019-05-14

Preparer

Firm
Hpas Ltd
Address
8046 EAGLE CREEK CT, SYLVANIA, OH 43560
Preparer
Shelby L Sauer CPA
Phone
4193443319
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Auction items/giveaways 48828.”

Form 990EZ, Part I, Line 16

“Advertising/marketing 2229.”

Form 990EZ, Part I, Line 16

“BANK FEES 99.”

Form 990EZ, Part I, Line 16

“Charitable donations 12550.”

Form 990EZ, Part I, Line 16

“EVENTS EXPENSE 10170.”

Form 990EZ, Part I, Line 16

“INSURANCE 959.”

Form 990EZ, Part I, Line 16

“Tickets-raffle/auction 233.”

Form 990EZ, Part I, Line 16

“OFFICE SUPPLIES 815.”

Form 990EZ, Part I, Line 16

“Depreciation 292.”

Form 990EZ, Part I, Line 16

“PROFESSIONAL FEES 700.”

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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TANYA LUMBREZER
IRS990EZ/BooksInCareOfDetail/PhoneNum04194677816
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011475 STATE HIGHWAY 120
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LYONS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043533
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013837
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07631
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt070952
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5923
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014575
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08652
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt070952
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014575
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08652
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014575
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08652
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RONALD J LUMBREZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BENJAMIN R EISEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MATTHEW N CROMLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TANYA Y LUMBREZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0738
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01021
IRS990EZ/OtherExpensesTotalAmt076875
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO FUND AND ENHANCE THE EDUCATIONAL OPPORTUNITIES, EXPERIENCES, AND FUTURE SUCCESSES OF THE STUDENTS ATTENDING HOLY TRINITY CATHOLIC SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDRAISING: FUNDRAISING ACTIVITIES, SUCH AS AUCTIONS,ARE HELD ANNUALLY TO GENERATE DONATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt070952
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt070952
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt076875
IRS990EZ/TotalProgramServiceExpensesAmt070952
IRS990EZ/TotalRevenueAmt070952
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt070952
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt069751
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt063217
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0203920
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0203920
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt070952
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt069751
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt063217
IRS990ScheduleA/Total509Grp/TotalAmt0203920
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0203920
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AUCTION ITEMS/GIVEAWAYS 48828.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADVERTISING/MARKETING 2229.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK FEES 99.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHARITABLE DONATIONS 12550.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EVENTS EXPENSE 10170.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE 959.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TICKETS-RAFFLE/AUCTION 233.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OFFICE SUPPLIES 815.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Depreciation 292.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PROFESSIONAL FEES 700.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TANYA LUMBREZER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04194677816
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASSUMPTION EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ASSU
ReturnHeader/Filer/EIN0473319498
ReturnHeader/Filer/PhoneNum04194677816
ReturnHeader/Filer/USAddress/AddressLine1Txt06772 US HIGHWAY 20
ReturnHeader/Filer/USAddress/CityNm0METAMORA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043540
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08EBB1CCED35E89D395240D3A53B207C57444C1BA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08EBB1CCED35E89D395240D3A53B207C57444C1BA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0134.228.129.108
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm010:19:27
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HPAS LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08046 EAGLE CREEK CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SYLVANIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043560
ReturnHeader/PreparerPersonGrp/PhoneNum04193443319
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHELBY L SAUER CPA
ReturnHeader/ReturnTs02019-11-14T10:19:35-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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