Civic Intelligence

The Foundation for Education & Research

EIN 52-1630025 • 501(c)3 • University Heights, OH

Profile

To support (1) research on the major mental disorders; (2) programs that educate both the general public and non-mental health professionals on the proper recognition and treatment of major mental disorders.

2328 Saybrook RdUniversity Heights, OH 44118

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

1st percentile

-16387%

Higher net margin than 1% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

14th percentile

-76%

Faster asset growth than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

12th percentile

-71%

Faster revenue growth than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$44,835

Down $138,447 (-76%) from 2019

Liabilities

Down

$0

Down $26,687 (-100%) from 2019

Net Assets

Down

$44,835

Down $111,760 (-71%) from 2019

Operations
Liabilities / Revenue62nd percentileNet Margin1st percentile

Revenue

Down

$682

Down $1,674 (-71%) from 2019

Expenses

Down

$112,442

Down $4,338 (-3.7%) from 2019

Net Income

Up

-$111,760

Up $2,664 (+2.3%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $257,271Liabilities 2010: $16,124Net Assets 2010: $241,1472010Assets 2011: $118,997Liabilities 2011: $11,177Net Assets 2011: $107,8202011Assets 2012: $378,181Liabilities 2012: $10,387Net Assets 2012: $367,7942012Assets 2013: $180,305Liabilities 2013: $19,171Net Assets 2013: $161,1342013Assets 2014: $275,191Liabilities 2014: $53,067Net Assets 2014: $222,1242014Assets 2015: $297,764Liabilities 2015: $15,143Net Assets 2015: $282,6212015Assets 2016: $377,659Liabilities 2016: $32,831Net Assets 2016: $344,8282016Assets 2017: $420,839Liabilities 2017: $16,660Net Assets 2017: $404,1792017Assets 2018: $308,774Liabilities 2018: $89,295Net Assets 2018: $219,4792018Assets 2019: $183,282Liabilities 2019: $26,687Net Assets 2019: $156,5952019Assets 2020: $44,835Liabilities 2020: $0Net Assets 2020: $44,8352020

Highlighted filing

2020

Assets$44,835
Liabilities$0
Net Assets$44,835
Open 2020 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200K-$400KRevenue 2010: $182,039Expenses 2010: $212,177Net Income 2010: -$30,1382010Revenue 2011: $148,540Expenses 2011: $281,867Net Income 2011: -$133,3272011Revenue 2012: $498,061Expenses 2012: $238,087Net Income 2012: $259,9742012Revenue 2013: $20,784Expenses 2013: $227,445Net Income 2013: -$206,6612013Revenue 2014: $338,188Expenses 2014: $277,195Net Income 2014: $60,9932014Revenue 2015: $338,344Expenses 2015: $277,847Net Income 2015: $60,4972015Revenue 2016: $351,157Expenses 2016: $288,950Net Income 2016: $62,2072016Revenue 2017: $308,941Expenses 2017: $249,590Net Income 2017: $59,3512017Revenue 2018: $21,970Expenses 2018: $206,670Net Income 2018: -$184,7002018Revenue 2019: $2,356Expenses 2019: $116,780Net Income 2019: -$114,4242019Revenue 2020: $682Expenses 2020: $112,442Net Income 2020: -$111,7602020

Highlighted filing

2020

Revenue$682
Expenses$112,442
Net Income-$111,760
Open 2020 Filing

Filings

Most recent year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,835
Liabilities
$0
Net assets
$44,835
Revenue
$682
Expenses
$112,442
Net income
-$111,760
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.01$1.12$1.12
2019Detailed filing. Detailed filing data is available for this year.$1.83$0.27$1.57$0.02$1.17$1.14
2018Detailed filing. Detailed filing data is available for this year.$3.09$0.89$2.19$0.22$2.07$1.85
2017Detailed filing. Detailed filing data is available for this year.$4.21$0.17$4.04$3.09$2.50$0.59
2016Detailed filing. Detailed filing data is available for this year.$3.78$0.33$3.45$3.51$2.89$0.62
2015Detailed filing. Detailed filing data is available for this year.$2.98$0.15$2.83$3.38$2.78$0.60
2014Detailed filing. Detailed filing data is available for this year.$2.75$0.53$2.22$3.38$2.77$0.61
2013Detailed filing. Detailed filing data is available for this year.$1.80$0.19$1.61$0.21$2.27$2.07
2012Summary only. Only limited summary data is available for this year.$3.78$0.10$3.68$4.98$2.38$2.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.11$1.08$1.49$2.82$1.33
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.57$0.16$2.41$1.82$2.12$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$682
Mission and Program Overview

Mission

To support (1) research on the major mental disorders; (2) programs that educate both the general public and non-mental health professionals on the proper recognition and treatment of major mental disorders.

To increase research on and educate the public about serious mental illnesses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$164,591$27,701▼ $136,890
Cash and Non-Interest-Bearing Accounts$18,691$17,134▼ $1,557
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$183,282$44,835▼ $138,447
Liabilities
Accounts Payable and Accrued Expenses$26,687--
Total Liabilities$26,687$0▼ $26,687
Net Assets / Fund Balance
Net Assets With Donor Restrictions$97,097$35,620▼ $61,477
Net Assets Without Donor Restrictions$59,498$9,215▼ $50,283
Total Net Assets Fund Balance$156,595$44,835▼ $111,760
Total Liabilities and Net Assets / Fund Balance$183,282$44,835▼ $138,447

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$9,013$9,013

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$97,097$408▲ $130$51,308$35,620
2019$158,294$936▲ $929$37,716$97,097
2018$326,596$510▲ $774$169,203$158,294
2017$232,622$308,214▲ $513$198,528$326,596
2016$150,629$325,000▲ $346$234,319$232,622
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Jerold RoschwalbPresident
Suzanne GarmentBoard Member
Joanne DavisSecretary-Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$415
Program Service Revenue
$0
Investment Income
$267
Other Revenue
$0
All Other Contributions
$415
Change in Net Assets
$-111,760
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$112,442
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$12,348$4,116-$16,464
Information Technology$9,678$3,226-$12,904
Office Expenses$3,357$1,119-$4,476
All Other Expenses$1,906--$1,906
Fees for Services Accounting-$1,750-$1,750
Travel$950--$950
Other Expenses$113$37-$150
Total Functional Expenses$101,308$11,134$0$112,442
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 8A

“The organization held no meetings and no written actions were undertaken during the year.”

Form 990, Part VI, Section A, line 8B

“The organization has no committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, line 11B

“The Secretary/Treasurer reviews the return.”

Form 990, Part VI, Section C, line 19

“The governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Foundation for Education & Research
EIN
52-1630025
Phone
2029034823
Address
2328 Saybrook Rd, University Heights, OH 44118

Signing Officer

Name
Joanne Davis
Title
Secretary-Treasurer
Phone
2029034823
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joanne Davis
Formed
1998
Legal Domicile
Dc
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Kositzka Wicks and Company
Address
5270 Shawnee Road Suite 250, Alexandria, VA 22312
Preparer
Stephen G Travis CPA
Phone
7036422700
Raw XML Appendix353 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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IRS990/Desc0(1) Supported ongoing analysis of extensive data set regarding bipolar patients resulting in multiple publications, presentations at scientific meetings, and Bipolar News Network (BNN) newsletters, as well as updates each month that are available at www.bipolarnews.org.(2) Developed a Child Network for parents to weekly rate their child aged 2-12 on the severity of symptoms of depression, anxiety, ADHD, oppositional behavior and mania on a secure website. These can be printed out longitudinally and taken to a physician for ease of recognition of illness course, need for treatment, and effectiveness of any treatments given. Three of the above publications are about these data.
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0The Foundation for Education & Research on Mental Illness (FERMI) was formed to support (1) research on major mental disorders and (2) education programs for the general public and certain health professionals on the recognition and treatment of major mental disorders.Support has come from individuals and corporations interested in general illness research and education. The organization conducts periodic public fundraising campaigns and contacts previous donors and other interested parties for financial support.Several years ago FERMI was approached by a group of distinguished investigators in the field of bipolar disorder (manic-depressive illness) for support of a specialized project to analyze a large set of previously collected data that was left unanalyzed because the foundation that had supported the extensive data collection underwent a shift in their priorities. FERMI saw an opportunity for leverage, i.e. a modest investment could allow this data to be analyzed, thereby preventing the loss of the considerable work that had gone into collecting this irreplaceable data in the first place. The analytic work that FERMI has been able to support has already produced scores of very important, highly cited scientific papers that are having a major impact on the field. The subject matter of this special project will further the goal of FERMI to support research on new treatments for bipolar disorder, as well as to educate health professionals and the public on the recognition and treatment of this major mental disorder. While the dollar amount for this project is relatively significant, the support is short-lived. FERMI communicates with previous contributors and an expanded list of individuals with a special interest in its work and continues to seek support from various public sources. FERMI continues to pursue an expanded web presence in order to increase awareness among the public, including participation in retail contribution programs such as Amazon Smile and a social media presence on Facebook.The support for the data analysis project (currently underway) is considered unusual grants and, therefore the organization meets the 10% facts and circumstances test.
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0774
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0169203
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt016225
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0232622
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0308214
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0326596
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0513
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0198528
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt09034
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0150629
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0325000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0232622
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0346
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0234319
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt09013
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt09013
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization held no meetings and no written actions were undertaken during the year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization has no committees with authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Secretary/Treasurer reviews the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The governing documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0183282
IRS990/TotalAssetsEOYAmt044835
IRS990/TotalAssetsGrp/BOYAmt0183282
IRS990/TotalAssetsGrp/EOYAmt044835
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0415
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011134
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0101308
IRS990/TotalFunctionalExpensesGrp/TotalAmt0112442
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt026687
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt026687
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0156595
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt044835
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0101308
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0267
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0682
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0183282
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt044835
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0950
IRS990/TravelGrp/TotalAmt0950
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02328 Saybrook Rd
IRS990/USAddress/CityNm0University Heights
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044118
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Joanne Davis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary-Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02029034823
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Foundation for Education & Research
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0on Mental Illness
ReturnHeader/Filer/BusinessNameControlTxt0FOUN
ReturnHeader/Filer/EIN0521630025
ReturnHeader/Filer/PhoneNum02029034823
ReturnHeader/Filer/USAddress/AddressLine1Txt02328 Saybrook Rd
ReturnHeader/Filer/USAddress/CityNm0University Heights
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044118
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541342298
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kositzka Wicks and Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05270 Shawnee Road Suite 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Alexandria
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022312
ReturnHeader/PreparerPersonGrp/PhoneNum07036422700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen G Travis CPA
ReturnHeader/ReturnTs02021-11-16T06:59:04-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Joanne
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Davis
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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