Civic Intelligence

Dennis Lloyd Education Opportunity Foundation

990PF • Fiscal year 2018 • EIN 51-0158520

Jul 01, 2017 to Jun 30, 2018 • Filed on Jul 26, 2018

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

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

98th percentile

90%

Higher net margin than 98% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

91st percentile

49%

Faster asset growth than 91% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

1102%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$714,576

Up $236,008 (+49%) from 2017

Net Assets

Up

$714,576

Up $236,008 (+49%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin98th percentile

Revenue

Up

$261,481

Up $239,725 (+1102%) from 2017

Expenses

Up

$25,038

Up $5,315 (+27%) from 2017

Net Income

Up

$236,443

Up $234,410 (+11530%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2018

Assets$714,576
Liabilities$0
Net Assets$714,576
Open 2018 Filing

Operations Trend

Revenue Growth99th 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

2018

Revenue$261,481
Expenses$25,038
Net Income$236,443
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 26, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA 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
2018-07-26
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
Raw XML Appendix282 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/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt030000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt039000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt043000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt049500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt012298
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt037202
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0149750
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt017250
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt020500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt030000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt039000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt043000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt017250
IRS990PF/UndistributedIncomeGrp/Taxable2Amt012298
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0186952
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0182000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt021556
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012298
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0435
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAX
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02974
OtherIncomeSchedule2/OtherIncomeDetail/Desc0STUDENT LOAN INT.
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02974
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02974
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ReturnHeader/BusinessOfficerGrp/PersonNm0WE LLLOYD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122464000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-26
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0F38F906D9C4A298C9383994EF58DEDCFDFA34BA0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F38F906D9C4A298C9383994EF58DEDCFDFA34BA0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.142.83.5
ReturnHeader/FilingSecurityInformation/IPDt02018-09-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm007:45:34
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/ReturnTs02018-09-05T07:45:53-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$714,576
Liabilities
$0
Net assets
$714,576
Revenue
$261,481
Expenses
$25,038
Net income
$236,443
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