Civic Intelligence

Dennis Lloyd Education Opportunity Foundation

990PF • Fiscal year 2016 • EIN 51-0158520

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 30, 2017

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

41st percentile

-0.8%

Higher net margin than 41% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

47th percentile

-0.1%

Faster asset growth than 47% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

82nd percentile

33%

Faster revenue growth than 82% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$476,888

Down $406 (-0.1%) from 2015

Net Assets

Down

$476,888

Down $406 (-0.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin41st percentile

Revenue

Up

$17,664

Up $4,428 (+33%) from 2015

Expenses

Down

$17,805

Down $12,456 (-41%) from 2015

Net Income

Up

-$141

Up $16,884 (+99%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2016

Assets$476,888
Liabilities$0
Net Assets$476,888
Open 2016 Filing

Operations Trend

Revenue Growth82nd 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

2016

Revenue$17,664
Expenses$17,805
Net Income-$141
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 30, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WE LLOYDTrusteePT$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
2017-01-30
Discuss with paid preparer
Yes

Preparer

Firm
Goracke & Carrick Llp
Address
2016 COMMERCE DRIVE, RED OAK, IA 51566
Preparer
Stephen C Holmes CPA
Phone
7126235471
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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/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt031855
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt031855
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0209250
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt030000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt039000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt043000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt049500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt047750
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt030000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0241105
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0211105
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012333
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0265
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAX
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt010652
OtherIncomeSchedule2/OtherIncomeDetail/Desc0STUDENT LOAN INT.
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt010652
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt010652
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WE LLLOYD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122464000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-30
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/PreparerPersonNm0STEPHEN C HOLMES CPA
ReturnHeader/ReturnTs02017-03-06T13:46:24-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$476,888
Liabilities
$0
Net assets
$476,888
Revenue
$17,664
Expenses
$17,805
Net income
-$141
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