Civic Intelligence

Dennis Lloyd Education Opportunity Foundation

990PF • Fiscal year 2015 • EIN 51-0158520

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 03, 2015

Organization Profile
53 West Ridge DrShenandoah, IA 51601

(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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

6th percentile

-129%

Higher net margin than 6% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

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.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

38th percentile

-3.5%

Faster asset growth than 38% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

6th percentile

-71%

Faster revenue growth than 6% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$477,294

Down $17,341 (-3.5%) from 2014

Net Assets

Down

$477,294

Down $17,341 (-3.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin6th percentile

Revenue

Down

$13,236

Down $32,570 (-71%) from 2014

Expenses

Up

$30,261

Up $18,597 (+159%) from 2014

Net Income

Down

-$17,025

Down $51,167 (-150%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2015

Assets$477,294
Liabilities$0
Net Assets$477,294
Open 2015 Filing

Operations Trend

Revenue Growth6th 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

2015

Revenue$13,236
Expenses$30,261
Net Income-$17,025
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 3, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

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

Filer

Filer Name
Dennis Lloyd Education Opportunity Foundation
EIN
51-0158520
Phone
7122464000
Address
53 WEST RIDGE DR, SHENANDOAH, IA 51601

Signing Officer

Name
We Llloyd
Title
Trustee
Phone
7122464000
Signed
2015-09-03
Discuss with paid preparer
Yes

Preparer

Firm
Goracke & Carrick Llp
Address
2016 COMMERCE DRIVE, RED OAK, IA 51566
Preparer
Sherry Carrick CPA
Phone
7126235471
Raw XML Appendix281 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.

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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/DistributableAsAdjustedAmt012713
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt043000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt049500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt047750
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt031855
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt043113
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt043113
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0211105
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt039000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt043000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt049500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt047750
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt031855
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt039000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt039000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0254218
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0215218
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012713
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0316
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0WRITEDOWN OF STUDENT LOANS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt021575
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt06699
OtherIncomeSchedule2/OtherIncomeDetail/Desc0STUDENT LOAN INT.
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt06699
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt06699
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WE LLLOYD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122464000
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DENNIS LLOYD EDUCATION OPPORTUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DENN
ReturnHeader/Filer/EIN0510158520
ReturnHeader/Filer/PhoneNum07122464000
ReturnHeader/Filer/USAddress/AddressLine1Txt053 WEST RIDGE DR
ReturnHeader/Filer/USAddress/CityNm0SHENANDOAH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GORACKE & CARRICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02016 COMMERCE DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RED OAK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd051566
ReturnHeader/PreparerPersonGrp/PhoneNum07126235471
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHERRY CARRICK CPA
ReturnHeader/ReturnTs02015-10-13T07:11:07-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$477,294
Liabilities
$0
Net assets
$477,294
Revenue
$13,236
Expenses
$30,261
Net income
-$17,025
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • <$500k nonprofits