Civic Intelligence

Samtec Associates Foundation Inc.

990PF • Fiscal year 2017 • EIN 47-4708350

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 20, 2018

Organization Profile
520 Park East BlvdNew Albany, IN 47150

(812) 944-6733

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

67th percentile

11%

Faster asset growth than 67% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

35th percentile

-7.6%

Faster revenue growth than 35% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$49,926

Up $5,107 (+11%) from 2016

Net Assets

Up

$49,926

Up $5,107 (+11%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin73rd percentile

Revenue

Down

$29,840

Down $2,455 (-7.6%) from 2016

Expenses

Up

$24,733

Up $14,468 (+141%) from 2016

Net Income

Down

$5,107

Down $16,923 (-77%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$150K$100K$50K$0Assets 2015: $22,789Liabilities 2015: $12015Assets 2016: $44,819Liabilities 2016: $0Net Assets 2016: $44,8192016Assets 2017: $49,926Liabilities 2017: $0Net Assets 2017: $49,9262017Assets 2018: $60,013Liabilities 2018: $0Net Assets 2018: $60,0132018Assets 2019: $68,191Liabilities 2019: $0Net Assets 2019: $68,1912019Assets 2020: $87,095Liabilities 2020: $0Net Assets 2020: $87,0952020Assets 2021: $86,675Liabilities 2021: $0Net Assets 2021: $86,6752021Assets 2022: $101,900Liabilities 2022: $0Net Assets 2022: $101,9002022Assets 2023: $114,346Liabilities 2023: $12023Assets 2024: $136,596Liabilities 2024: $0Net Assets 2024: $136,5962024

Highlighted filing

2017

Assets$49,926
Liabilities$0
Net Assets$49,926
Open 2017 Filing

Operations Trend

Revenue Growth35th percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2015: $22,807Expenses 2015: $18Net Income 2015: $22,7892015Revenue 2016: $32,295Expenses 2016: $10,265Net Income 2016: $22,0302016Revenue 2017: $29,840Expenses 2017: $24,733Net Income 2017: $5,1072017Revenue 2018: $25,634Expenses 2018: $15,547Net Income 2018: $10,0872018Revenue 2019: $22,924Expenses 2019: $14,746Net Income 2019: $8,1782019Revenue 2020: $25,945Expenses 2020: $7,041Net Income 2020: $18,9042020Revenue 2021: $13,144Expenses 2021: $13,564Net Income 2021: -$4202021Revenue 2022: $25,382Expenses 2022: $10,761Net Income 2022: $14,6212022Revenue 2023: $32,997Expenses 2023: $21,965Net Income 2023: $11,0322023Revenue 2024: $29,561Expenses 2024: $7,311Net Income 2024: $22,2502024

Highlighted filing

2017

Revenue$29,840
Expenses$24,733
Net Income$5,107
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 20, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE COOKPresident-$0--
ALLEN PLATTSecretary-$0--
SARAH TEEGARDENTreasurer-$0--
PAM GRIEBDirector-$0--
MADISON HAMMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Samtec Associates Foundation Inc
EIN
47-4708350
Phone
8129446733
Address
520 PARK EAST BLVD, NEW ALBANY, IN 47150

Signing Officer

Name
Sarah Teegarden
Title
Treasurer
Phone
8129446733
Signed
2018-08-20
Discuss with paid preparer
Yes

Preparer

Firm
MONROE SHINE & CO INC CPA'S
Address
PO BOX 1407, NEW ALBANY, IN 47151-1407
Preparer
Phillip D Beaman CPA
Phone
8129452311
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
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ReturnHeader/BusinessOfficerGrp/PhoneNum08129446733
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-20
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:31:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351515068
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MONROE SHINE & CO INC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1407
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW ALBANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0471511407
ReturnHeader/PreparerPersonGrp/PhoneNum08129452311
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILLIP D BEAMAN CPA
ReturnHeader/ReturnTs02018-08-30T11:43:03-05:00
ReturnHeader/ReturnTypeCd0990PF
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 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,926
Liabilities
$0
Net assets
$49,926
Revenue
$29,840
Expenses
$24,733
Net income
$5,107
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.30$0.07$0.22
2023Summary only. Only limited summary data is available for this year.$1.14$0.00$0.33$0.22$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.25$0.11$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.13$0.14$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.26$0.07$0.19
2019Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.23$0.15$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.00$0.60$0.26$0.16$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.30$0.25$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.00$0.45$0.32$0.10$0.22
2015Summary only. Only limited summary data is available for this year.$0.23$0.00$0.23$0.00$0.23