Civic Intelligence

Entomological Foundation

EIN 52-1756169 • 501(c)3 • Annapolis, MD

View Organization Page

Profile

See attached.

1020 Regent StreetAnnapolis, MD 53715

n/A

Siviq Scores

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

Liabilities / Assets

74th percentile

0.04x

Higher debt load relative to assets than 74% of similar nonprofits.

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

Liabilities / Revenue

91st percentile

0.42x

Higher debt load relative to revenue than 91% of similar nonprofits.

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

Net Margin

92nd percentile

59%

Higher net margin than 92% of similar nonprofits.

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

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 2013

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

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

Revenue Growth

92nd percentile

111%

Faster revenue growth than 92% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$468,489

Up $46,613 (+11%) from 2015

Liabilities

Up

$20,142

Up $18,601 (+1207%) from 2015

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue91st percentileNet Margin92nd percentile

Revenue

Up

$47,768

Up $25,182 (+111%) from 2015

Expenses

Up

$19,756

Up $15,868 (+408%) from 2015

Net Income

Up

$28,012

Up $9,314 (+50%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$600K$400K$200K$0Assets 2010: $402,114Liabilities 2010: $17,507Net Assets 2010: $384,6072010Assets 2011: $332,490Liabilities 2011: $17,560Net Assets 2011: $314,9302011Assets 2012: $318,936Liabilities 2012: $0Net Assets 2012: $318,9362012Assets 2013: $427,325Liabilities 2013: $11,003Net Assets 2013: $416,3222013Assets 2014: $402,832Liabilities 2014: $1,1952014Assets 2015: $421,876Liabilities 2015: $1,5412015Assets 2016: $468,489Liabilities 2016: $20,1422016

Highlighted filing

2016

Assets$468,489
Liabilities$20,142
Net Assets-
Open 2016 Filing

Operations Trend

Revenue Growth92nd percentile

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

$200K$100K$0-$100KExpenses 2010: $195,9262010Expenses 2011: $195,0082011Expenses 2012: $129,0142012Revenue 2013: $151,086Expenses 2013: $87,290Net Income 2013: $63,7962013Revenue 2014: $33,049Expenses 2014: $39,022Net Income 2014: -$5,9732014Revenue 2015: $22,586Expenses 2015: $3,888Net Income 2015: $18,6982015Revenue 2016: $47,768Expenses 2016: $19,756Net Income 2016: $28,0122016

Highlighted filing

2016

Revenue$47,768
Expenses$19,756
Net Income$28,012
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$468,489
Liabilities
$20,142
Net assets
-
Revenue
$47,768
Expenses
$19,756
Net income
$28,012
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Summary only. Only limited summary data is available for this year.$4.68$0.20$0.48$0.20$0.28
2015Summary only. Only limited summary data is available for this year.$4.22$0.02$0.23$0.04$0.19
2014Summary only. Only limited summary data is available for this year.$4.03$0.01$0.33$0.39$0.06
2013Detailed filing. Detailed filing data is available for this year.$4.27$0.11$4.16$1.51$0.87$0.64
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.19$0.00$3.19$1.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.32$0.18$3.15$1.95
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.02$0.18$3.85$1.96
Latest Detailed Filing

The latest 2016 filing currently has summary financial data only. Showing the latest detailed filing from 2013 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Feb 19, 2014
Return Version
2013v3.1
Gross Receipts
$151,087
Mission and Program Overview

Mission

See attached.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$295,154$337,133▲ $41,979
Savings and Temporary Cash Investments$18,942$82,373▲ $63,431
Accounts Receivable$4,840$7,819▲ $2,979
Total Assets$318,936$427,325▲ $108,389
Liabilities
Accounts Payable and Accrued Expenses-$11,003-
Total Liabilities$0$11,003▲ $11,003
Net Assets / Fund Balance
Temporarily Rstr Net Assets$381,559$409,994▲ $28,435
Permanently Rstr Net Assets$222,606$226,628▲ $4,022
Unrestricted Net Assets$-285,229$-220,300▲ $64,929
Total Net Assets Fund Balance$318,936$416,322▲ $97,386
Total Liabilities and Net Assets / Fund Balance$318,936$427,325▲ $108,389

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$337,133--
Equipment-$9,495-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$569,882$30,731▲ $50,287$48,560$602,340
2012$536,754$13,814▲ $44,821$25,507$569,882
2011$561,502$7,860▼ $10,183$22,425$536,754
2010$509,306$22,277▲ $45,989$16,070$561,502
2009$413,162$3,218▲ $109,910$16,984$509,306
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Tom GreenChair & President
Kevin PassPresident
Andrine a ShufranDirector
Donna Lucas GrahamDirector
Kenneth E Helt CPADirector
Marianne SchockleyDirector
Mary Rob ClarkeDirector
Mike CulyDirector
Nan-yao SuDirector
Rayda KrellDirector
S Brad VinsonDirector
Tom AndersonDirector
Bruce MonkeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$119,616
Program Service Revenue
$14,510
Investment Income
$16,960
Other Revenue
$0
All Other Contributions
$119,616
Change in Net Assets
$63,796
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$78,290
Grants and Similar Amounts Paid$9,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$37,737$28,412$0$66,149
Foreign Grants$9,000--$9,000
Fees for Services Accounting$0$5,175$0$5,175
Fees for Service Investment Mgmnt Fees$3,690$0$0$3,690
Travel$0$1,717$0$1,717
Insurance$0$1,439$0$1,439
Office Expenses$0$120$0$120
Total Functional Expenses$50,427$36,863$0$87,290
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
Annual disclosure for covered persons
No
Audit committee
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

EIN
52-1756169
Phone
6082321410

Signing Officer

Name
Thomas a Green
Title
Chair and President
Phone
6082321410
Signed
2014-02-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas a Green
Formed
1991
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Preparer
Robert M T Gibbs CPA
Phone
3019861772
Supplemental Narrative

Additional Explanations

Pt XI

“Unrealized gain on investments”

Pt VI, Line 7A

“Board is elected at annual meeting”

Pt VI, Line 15A

“Determined by board at annual meeeting.”

Pt VI, Line 7B

“Bylaw and or program mission changes”

Pt VI, Line 11B

“990 is reviewed by Exec VP and distributed to the board.”

Pt VI, Line 15B

“Determined by board at annual meeeting.”

Form 990EZ, Part II, Line 24

“Prepaid expenses deposits fixed assets”

Form 990EZ, Part II, Line 26

“Accounts payable accrued expenses”

Form 990, Part IX, Line 24F

“Awards program 410. 410. 0. Administration & operations:finance charges 553. 0. 553. Administration & operations:other 194. 0. 194. Administration & operations:phone/fax/internet/web hosting 930. 0. 930. Administration & operations:printing (edu materials, ar..) 80. 0. 80. Administration & operations:supplies 308. 0. 308. Awards program:alexander fund grant to esa 1764. 1764. 0. Awards program:certificates/plaques/grants 1481. 1481. 0. Postage 393. 152. 241. Awards program:thomas say grant to es”

Raw XML AppendixShowing 400 of 465 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/Form990PartVIISectionAGrp/PersonNm1S BRAD VINSON
IRS990/Form990PartVIISectionAGrp/PersonNm2TOM ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm3MARY ROB CLARKE
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair & President
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt068806
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt077131
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0107236
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt090718
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0104558
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0448449
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt013217
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt011531
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt014924
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt013483
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt015135
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt068290
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt014510
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt016468
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt028796
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt024464
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt016841
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0101079
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt013217
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt011531
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt014924
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt013483
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt015135
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt068290
IRS990ScheduleA/InvestmentIncomeCYPct00.11050
IRS990ScheduleA/InvestmentIncomePYPct00.10680
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.88950
IRS990ScheduleA/PublicSupportPY509Pct00.89320
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0549528
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt083316
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt093599
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0136032
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0115182
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0121399
IRS990ScheduleA/Total509Grp/TotalAmt0549528
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0617818
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0569882
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt030731
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0602340
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt050287
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt048560
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0536754
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt013814
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0569882
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt044821
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt025507
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0561502
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt07860
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0536754
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-10183
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt022425
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0509306
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt022277
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0561502
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt045989
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt016070
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0413162
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt03218
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0509306
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0109910
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt016984
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09495
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt09495
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0337133
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0Mutual Funds
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/TotalBookValueProgramRltdAmt0337133
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt023514
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Education and Research
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt028
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The foundation conducts follow up interviews with award recipients.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Unrealized gain on investments
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board is elected at annual meeting
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Determined by board at annual meeeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bylaw and or program mission changes
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4990 is reviewed by Exec VP and distributed to the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Determined by board at annual meeeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PREPAID EXPENSES DEPOSITS FIXED ASSETS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACCOUNTS PAYABLE ACCRUED EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8AWARDS PROGRAM 410. 410. 0. ADMINISTRATION & OPERATIONS:FINANCE CHARGES 553. 0. 553. ADMINISTRATION & OPERATIONS:OTHER 194. 0. 194. ADMINISTRATION & OPERATIONS:PHONE/FAX/INTERNET/WEB HOSTING 930. 0. 930. ADMINISTRATION & OPERATIONS:PRINTING (EDU MATERIALS, AR..) 80. 0. 80. ADMINISTRATION & OPERATIONS:SUPPLIES 308. 0. 308. AWARDS PROGRAM:ALEXANDER FUND GRANT TO ESA 1764. 1764. 0. AWARDS PROGRAM:CERTIFICATES/PLAQUES/GRANTS 1481. 1481. 0. POSTAGE 393. 152. 241. AWARDS PROGRAM:THOMAS SAY GRANT TO ES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24f
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0381559
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0409994
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0318936
IRS990/TotalAssetsEOYAmt0427325
IRS990/TotalAssetsGrp/BOYAmt0318936
IRS990/TotalAssetsGrp/EOYAmt0427325
IRS990/TotalCompGreaterThan150KInd0false

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