Civic Intelligence

Assumption Education Foundation

990EZ • Fiscal year 2016 • EIN 47-3319498

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

Organization ProfileN/A
6772 US Highway 20Metamora, OH 43540

(419) 467-7816

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

48th percentile

2.1%

Higher net margin than 48% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

$2,507

No earlier filing loaded for comparison.

Net Assets

$2,507

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin48th percentile

Revenue

$63,217

No earlier filing loaded for comparison.

Expenses

$61,915

No earlier filing loaded for comparison.

Net Income

$1,302

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2016

Assets$2,507
Liabilities$0
Net Assets$2,507
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$63,217
Expenses$61,915
Net Income$1,302
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Gross Receipts
$63,217
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.-$30,081
STUDENT OUTREACH: EXTRA-CURRICULAR ACTIVITIES ARE ORGANIZED AND FUNDED BY THE FOUNDATION. THESE TYPE OF ACTIVITIES INCLUDE OUTDOOR ADVENTURES FOR STUDENTS.-$239
Compensation and Service Providers
Top Officer Pay75th 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
2017-05-12

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 10

“Beneficiary of foundation; enrichment; holy trinity catholic school: 2639 us highway 20, swanton, oh”

Form 990EZ, Part I, Line 16

“Depreciation 110.”

Form 990EZ, Part I, Line 16

“Auction items/giveaways 28456.”

Form 990EZ, Part I, Line 16

“Advertising/marketing 800.”

Form 990EZ, Part I, Line 16

“BANK FEES 60.”

Form 990EZ, Part I, Line 16

“Charitable donations 266.”

Form 990EZ, Part I, Line 16

“EVENT HALL RENTAL 500.”

Form 990EZ, Part I, Line 16

“INSURANCE 367.”

Form 990EZ, Part I, Line 16

“Outreach program expense 239.”

Form 990EZ, Part I, Line 16

“Tickets-raffle/auction 534.”

Form 990EZ, Part I, Line 16

“OFFICE SUPPLIES 433.”

Raw XML Appendix151 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/BOYAmt01205
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01475
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt063217
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01302
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01205
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02507
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt030150
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt063217
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01205
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02507
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01205
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02507
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/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/EOYAmt01032
IRS990EZ/OtherExpensesTotalAmt031765
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/DescriptionProgramSrvcAccomTxt1STUDENT OUTREACH: EXTRA-CURRICULAR ACTIVITIES ARE ORGANIZED AND FUNDED BY THE FOUNDATION. THESE TYPE OF ACTIVITIES INCLUDE OUTDOOR ADVENTURES FOR STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030081
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1239
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt061915
IRS990EZ/TotalProgramServiceExpensesAmt030320
IRS990EZ/TotalRevenueAmt063217
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt063217
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt063217
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt063217
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063217
IRS990ScheduleA/Total509Grp/TotalAmt063217
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt063217
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BENEFICIARY OF FOUNDATION; ENRICHMENT; HOLY TRINITY CATHOLIC SCHOOL: 2639 US HIGHWAY 20, SWANTON, OH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation 110.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AUCTION ITEMS/GIVEAWAYS 28456.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADVERTISING/MARKETING 800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK FEES 60.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHARITABLE DONATIONS 266.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EVENT HALL RENTAL 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INSURANCE 367.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OUTREACH PROGRAM EXPENSE 239.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TICKETS-RAFFLE/AUCTION 534.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10OFFICE SUPPLIES 433.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TANYA LUMBREZER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04194677816
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-12
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/AtSubmissionCreationDeviceId0D135A4B1B63FD483E106A743FA3426150538EC68
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D135A4B1B63FD483E106A743FA3426150538EC68
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0134.228.128.227
ReturnHeader/FilingSecurityInformation/IPDt02017-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm017:31:44
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/ReturnTs02017-11-15T17:31:54-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,507
Liabilities
$0
Net assets
$2,507
Revenue
$63,217
Expenses
$61,915
Net income
$1,302
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