Civic Intelligence

Dennis Lloyd Education Opportunity Foundation

990PF • Fiscal year 2014 • EIN 51-0158520

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 20, 2014

Organization Profile
53 West Ridge Dr51601

(712) 246-4000

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

95th percentile

75%

Higher net margin than 95% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

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.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

63rd percentile

7.3%

Faster asset growth than 63% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

61st percentile

8.0%

Faster revenue growth than 61% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$494,635

Up $33,731 (+7.3%) from 2013

Net Assets

Up

$494,635

Up $33,731 (+7.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin95th percentile

Revenue

$45,806

No earlier filing loaded for comparison.

Expenses

Up

$11,664

Up $11,539 (+9231%) from 2013

Net Income

$34,142

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$1.0M$500K$0Assets 2011: $377,872Liabilities 2011: $02011Assets 2012: $416,113Liabilities 2012: $02012Assets 2013: $460,904Liabilities 2013: $0Net Assets 2013: $460,9042013Assets 2014: $494,635Liabilities 2014: $0Net Assets 2014: $494,6352014Assets 2015: $477,294Liabilities 2015: $0Net Assets 2015: $477,2942015Assets 2016: $476,888Liabilities 2016: $0Net Assets 2016: $476,8882016Assets 2017: $478,568Liabilities 2017: $0Net Assets 2017: $478,5682017Assets 2018: $714,576Liabilities 2018: $0Net Assets 2018: $714,5762018Assets 2019: $910,231Liabilities 2019: $0Net Assets 2019: $910,2312019Assets 2020: $915,998Liabilities 2020: $0Net Assets 2020: $915,9982020Assets 2021: $925,120Liabilities 2021: $0Net Assets 2021: $925,1202021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2014

Assets$494,635
Liabilities$0
Net Assets$494,635
Open 2014 Filing

Operations Trend

Revenue Growth61st percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $16,887Expenses 2011: $855Net Income 2011: $16,0322011Revenue 2012: $39,275Expenses 2012: $865Net Income 2012: $38,4102012Expenses 2013: $1252013Revenue 2014: $45,806Expenses 2014: $11,664Net Income 2014: $34,1422014Revenue 2015: $13,236Expenses 2015: $30,261Net Income 2015: -$17,0252015Revenue 2016: $17,664Expenses 2016: $17,805Net Income 2016: -$1412016Revenue 2017: $21,756Expenses 2017: $19,723Net Income 2017: $2,0332017Revenue 2018: $261,481Expenses 2018: $25,038Net Income 2018: $236,4432018Revenue 2019: $16,699Expenses 2019: $21,988Net Income 2019: -$5,2892019Revenue 2020: $11,356Expenses 2020: $1,223Net Income 2020: $10,1332020Revenue 2021: $10,604Expenses 2021: $1,255Net Income 2021: $9,3492021Revenue 2022: $4,578Expenses 2022: $1,275Net Income 2022: $3,3032022

Highlighted filing

2014

Revenue$45,806
Expenses$11,664
Net Income$34,142
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 20, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WE LLOYDTrusteePT$0--
RE NORRISTrustee-$0--
CHUCK OFFENBURGERTrustee-$0--
Filing and Contact Details

Filer

EIN
51-0158520
Phone
7122464000

Signing Officer

Name
We Llloyd
Title
Trustee
Phone
7122464000
Signed
2014-08-20
Discuss with paid preparer
Yes

Preparer

Preparer
Sherry Carrick CPA
Phone
7126235471
Raw XML Appendix284 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12782
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0PFIZER COPORATE STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1BANK OF AMERICA
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0411
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt010979
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt010979
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0316
IRS990PF/DistributableAmountGrp/TotalTaxAmt0316
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0316
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt0611711
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0460904
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0460904
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt044809
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0184535
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03440
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt011295
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WE LLOYD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RE NORRIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CHUCK OFFENBURGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11200 COLLEGE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine121615 310TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0SHENANDOAH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1SHENANDOAH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2IA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt052927
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE INCOME ALLOWED ADDITIONAL FUNDING FOR GRANTS AND LOANS FOR COLLEGE STUDENTS.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1THE INCOME ALLOWED ADDITIONAL FUNDING FOR GRANTS AND LOANS FOR COLLEGE STUDENTS.
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0STUDENT LOANS AND GRANTS MADE
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt043000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN REQUESTS FOR APPLICATION FORMS AVAILABLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WE LLOYD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07122464000
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0SHENANDOAH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode0516012233
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0FINANCIAL NEED ONLY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0JUNE 30 OF CURRENT YEAR FOR FALL TERM OF SCHOOL
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0WE LLOYD
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010979
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt049500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt047750
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt031855
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt043113
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt021750
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt021750
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0215218
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt043000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt049500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt047750
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt031855
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt043113
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt043000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt043000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0236968
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0193968
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt010979
OtherDecreasesSchedule/OtherDecreasesDetail/Amount0411
OtherDecreasesSchedule/OtherDecreasesDetail/Description0FEDERAL TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1107
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt08469
OtherIncomeSchedule2/OtherIncomeDetail/Desc0STUDENT LOAN INT.
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt08469
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt08469
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WE LLLOYD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122464000
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine10DENNIS LLOYD EDUCATION OPPORTUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DENN
ReturnHeader/Filer/EIN0510158520
ReturnHeader/Filer/PhoneNum07122464000
ReturnHeader/Filer/USAddress/AddressLine1053 WEST RIDGE DR
ReturnHeader/Filer/USAddress/City0SHENANDOAH
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode051601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10GORACKE & CARRICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102016 COMMERCE DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0RED OAK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode051566
ReturnHeader/PreparerPersonGrp/PhoneNum07126235471
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHERRY CARRICK CPA
ReturnHeader/ReturnTs02014-10-09T14:48:40-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$494,635
Liabilities
$0
Net assets
$494,635
Revenue
$45,806
Expenses
$11,664
Net income
$34,142
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.05$0.01$0.03
2021Detailed filing. Detailed filing data is available for this year.$9.25$0.00$9.25$0.11$0.01$0.09
2020Detailed filing. Detailed filing data is available for this year.$9.16$0.00$9.16$0.11$0.01$0.10
2019Detailed filing. Detailed filing data is available for this year.$9.10$0.00$9.10$0.17$0.22$0.05
2018Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.15$2.61$0.25$2.36
2017Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.22$0.20$0.02
2016Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.18$0.18$0.00
2015Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.13$0.30$0.17
2014Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.46$0.12$0.34
2013Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.00
2012Summary only. Only limited summary data is available for this year.$4.16$0.00$0.39$0.01$0.38
2011Summary only. Only limited summary data is available for this year.$3.78$0.00$0.17$0.01$0.16