Civic Intelligence

The Foundation for Education and Research on Mental Illness

990 • Fiscal year 2016 • EIN 52-1630025

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 06, 2017

Organization ProfileN/A
11414 Seymour Lane c/o K HaydenSpotsylvania, VA 22551

(540) 940-9318

Siviq Scores

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

Liabilities / Assets

76th percentile

0.09x

Higher debt load relative to assets than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

81st percentile

0.09x

Higher debt load relative to revenue than 81% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

76th percentile

27%

Faster asset growth than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

55th percentile

3.8%

Faster revenue growth than 55% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$377,659

Up $79,895 (+27%) from 2015

Net Assets

Up

$344,828

Up $62,207 (+22%) from 2015

Liabilities

Up

$32,831

Up $17,688 (+117%) from 2015

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin74th percentile

Revenue

Up

$351,157

Up $12,813 (+3.8%) from 2015

Expenses

Up

$288,950

Up $11,103 (+4.0%) from 2015

Net Income

Up

$62,207

Up $1,710 (+2.8%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$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

2016

Assets$377,659
Liabilities$32,831
Net Assets$344,828
Open 2016 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$351,157
Expenses$288,950
Net Income$62,207
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 6, 2017
Return Version
2016v3.0
Gross Receipts
$351,157
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$297,357$352,161▲ $54,804
Cash and Non-Interest-Bearing Accounts$407$25,498▲ $25,091
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$297,764$377,659▲ $79,895
Liabilities
Accounts Payable and Accrued Expenses$15,143$32,831▲ $17,688
Total Liabilities$15,143$32,831▲ $17,688
Net Assets / Fund Balance
Temporarily Rstr Net Assets$138,402$232,622▲ $94,220
Unrestricted Net Assets$144,219$112,206▼ $32,013
Total Net Assets Fund Balance$282,621$344,828▲ $62,207
Total Liabilities and Net Assets / Fund Balance$297,764$377,659▲ $79,895

Asset Categories

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

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$150,629$325,000▲ $346$234,319$232,622
2015$95,613$331,750▲ $248$224,178$150,629
2014$35,580$325,500▲ $322$226,930$95,613
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Jerold RoschwalbPresident
Suzanne GarmentBoard Member
Kathleen HaydenSecretary-Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$350,582
Program Service Revenue
$0
Investment Income
$575
Other Revenue
$0
All Other Contributions
$350,582
Change in Net Assets
$62,207
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$288,950
Total Fundraising Expense$10,129
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$13,427$3,357-$16,784
Other Expenses$7,989$666$4,660$13,315
Travel$11,170--$11,170
Fees for Services Accounting-$4,490-$4,490
Office Expenses$3,327$887$222$4,436
All Other Expenses-$755-$755
Total Functional Expenses$234,319$44,502$10,129$288,950
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 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

“Upon request”

Filing and Contact Details

Filer

Filer Name
The Foundation for Education & Research
EIN
52-1630025
Phone
5409409318
Address
11414 Seymour Lane c/o K Hayden, Spotsylvania, VA 22551

Signing Officer

Name
Kathleen Hayden
Title
Secretary-Treasurer
Phone
5409409318
Signed
2017-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathleen Hayden
Formed
1998
Legal Domicile
Dc
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Kositzka Wicks and Company
Address
5270 Shawnee Road Suite 250, Alexandria, VA 22312
Preparer
Stephen G Travis CPA
Phone
7036422700
Raw XML Appendix359 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 23 publications, 3 presentations, and 1 poster presentation at scientific meetings.(2) Supported a web based program designed to enhance adherence to prescribed medications in bipolar patients resulting in 1 publication and 2 scientific presentations.(3) Supported policy studies on the impact of managed care on quality and innovation in mental health care including participation in 1 symposium, several formal discussion groups, and blog postings.(4) Supported the work of a senior investigator at George Washington University Medical Center, focused on maintenance pharmacological treatment in bipolar disorder. This work resulted in 3 presentations at national and international meetings.
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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. While the dollar amount for this project is significant to our small foundation, the support is short-lived (approximately 5 years). 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.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. In 2014, FERMI continued to pursue an expanded web presence in order to increase awareness among the public. Specifically, the organization is listed as a charity on sites such as Goodshop.com and Goodsearch.com (same company) and We-Care.com and has a 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. In 2016, $345,000 was received for the data analysis project.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Description: Support of data analysis Amount: 345000.
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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/ExplanationTxt3Upon 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/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0138402
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0232622
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0297764
IRS990/TotalAssetsEOYAmt0377659
IRS990/TotalAssetsGrp/BOYAmt0297764
IRS990/TotalAssetsGrp/EOYAmt0377659
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0350582
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt010129
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt044502
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0234319
IRS990/TotalFunctionalExpensesGrp/TotalAmt0288950
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015143
IRS990/TotalLiabilitiesEOYAmt032831
IRS990/TotalLiabilitiesGrp/BOYAmt015143
IRS990/TotalLiabilitiesGrp/EOYAmt032831
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0282621
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0344828
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0234319
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0575
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0351157
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0297764
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0377659
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt011170
IRS990/TravelGrp/TotalAmt011170
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0144219
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0112206
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011414 Seymour Lane c/o K Hayden
IRS990/USAddress/CityNm0Spotsylvania
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd022551
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathleen Hayden
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary-Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05409409318
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Foundation for Education & Research
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0on Mental Illness
ReturnHeader/Filer/BusinessNameControlTxt0FOUN
ReturnHeader/Filer/EIN0521630025
ReturnHeader/Filer/PhoneNum05409409318
ReturnHeader/Filer/USAddress/AddressLine1Txt011414 Seymour Lane c/o K Hayden
ReturnHeader/Filer/USAddress/CityNm0Spotsylvania
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022551
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08087E3D3B9CB9C66615E08F802550EE4EE946347
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06EBEDD14C91E9E0C403C38A8F259A723ED230941
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02017-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm009:23:29
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/PreparationDt02017-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen G Travis CPA
ReturnHeader/ReturnTs02017-11-07T08:55:54-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$377,659
Liabilities
$32,831
Net assets
$344,828
Revenue
$351,157
Expenses
$288,950
Net income
$62,207
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits