Civic Intelligence

Assumption Education Foundation

990EZ • Fiscal year 2017 • EIN 47-3319498

Jan 01, 2017 to Dec 31, 2017 • Filed on May 13, 2018

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.

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

73rd percentile

17%

Higher net margin than 73% 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

98th percentile

481%

Faster asset growth than 98% of similar nonprofits.

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

Revenue Growth

63rd percentile

10%

Faster revenue growth than 63% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$14,575

Up $12,068 (+481%) from 2016

Net Assets

Up

$14,575

Up $12,068 (+481%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin73rd percentile

Revenue

Up

$69,751

Up $6,534 (+10%) from 2016

Expenses

Down

$57,683

Down $4,232 (-6.8%) from 2016

Net Income

Up

$12,068

Up $10,766 (+827%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

2017

Assets$14,575
Liabilities$0
Net Assets$14,575
Open 2017 Filing

Operations Trend

Revenue Growth63rd percentile

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

2017

Revenue$69,751
Expenses$57,683
Net Income$12,068
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 13, 2018
Return Version
2017v2.2
Gross Receipts
$69,751
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.$69,751$57,683
Compensation and Service Providers
Top Officer Pay76th 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
2018-05-13

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 32342.”

Form 990EZ, Part I, Line 16

“Advertising/marketing 2177.”

Form 990EZ, Part I, Line 16

“BANK FEES 446.”

Form 990EZ, Part I, Line 16

“Charitable donations 18650.”

Form 990EZ, Part I, Line 16

“EVENTS EXPENSE 2679.”

Form 990EZ, Part I, Line 16

“INSURANCE 359.”

Form 990EZ, Part I, Line 16

“Depreciation 295.”

Form 990EZ, Part I, Line 16

“Tickets-raffle/auction 456.”

Form 990EZ, Part I, Line 16

“OFFICE SUPPLIES 279.”

Raw XML Appendix148 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/BOYAmt01475
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013837
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt069751
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012068
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02507
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014575
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt069751
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02507
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014575
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02507
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014575
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/BOYAmt01032
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0738
IRS990EZ/OtherExpensesTotalAmt057683
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/GrantsAndAllocationsAmt069751
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt057683
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057683
IRS990EZ/TotalProgramServiceExpensesAmt057683
IRS990EZ/TotalRevenueAmt069751
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt069751
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt063217
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0132968
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0132968
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt069751
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt063217
IRS990ScheduleA/Total509Grp/TotalAmt0132968
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0132968
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AUCTION ITEMS/GIVEAWAYS 32342.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADVERTISING/MARKETING 2177.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK FEES 446.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHARITABLE DONATIONS 18650.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EVENTS EXPENSE 2679.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE 359.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Depreciation 295.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TICKETS-RAFFLE/AUCTION 456.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OFFICE SUPPLIES 279.
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
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TANYA LUMBREZER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04194677816
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-13
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/AtSubmissionCreationDeviceId01821C4806AC735B0A77FE52C8963DD336AFAF4F3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01821C4806AC735B0A77FE52C8963DD336AFAF4F3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0134.228.129.108
ReturnHeader/FilingSecurityInformation/IPDt02018-05-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:27:27
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/ReturnTs02018-05-22T08:28:07-07:00
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
$14,575
Liabilities
$0
Net assets
$14,575
Revenue
$69,751
Expenses
$57,683
Net income
$12,068
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