Civic Intelligence

The Educational and Charitable Foundation of Lko

990 • Fiscal year 2017 • EIN 54-2056590

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

PO Box 842Merrifield, VA 22116

(703) 722-2291

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

92nd percentile

51%

Higher net margin than 92% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

85th percentile

54%

Faster asset growth than 85% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

534%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Flat

$185,144

Flat from 2017

Net Assets

Flat

$185,144

Flat from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Flat

$126,249

Flat from 2017

Expenses

Flat

$62,011

Flat from 2017

Net Income

Flat

$64,238

Flat from 2017

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $62,149Liabilities 2011: $02011Assets 2012: $70,867Net Assets 2012: $70,8672012Assets 2013: $90,796Liabilities 2013: $02013Assets 2014: $103,005Liabilities 2014: $0Net Assets 2014: $103,0052014Assets 2015: $151,837Liabilities 2015: $02015Assets 2016: $120,519Liabilities 2016: $0Net Assets 2016: $120,5192016Assets 2017: $185,144Liabilities 2017: $0Net Assets 2017: $185,1442017Assets 2017: $185,144Liabilities 2017: $0Net Assets 2017: $185,1442017Assets 2018: $168,282Liabilities 2018: $0Net Assets 2018: $168,2822018Assets 2019: $155,507Liabilities 2019: $02019Assets 2020: $129,888Liabilities 2020: $0Net Assets 2020: $129,8882020Assets 2021: $121,370Liabilities 2021: $0Net Assets 2021: $121,3702021Assets 2022: $122,280Liabilities 2022: $0Net Assets 2022: $122,2802022Assets 2023: $172,020Liabilities 2023: $0Net Assets 2023: $172,0202023Assets 2024: $181,081Liabilities 2024: $0Net Assets 2024: $181,0812024

Highlighted filing

2017

Assets$185,144
Liabilities$0
Net Assets$185,144

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $19,600Expenses 2011: $20,786Net Income 2011: -$1,1862011Revenue 2012: $27,758Expenses 2012: $19,214Net Income 2012: $8,5442012Revenue 2013: $37,510Expenses 2013: $18,113Net Income 2013: $19,3972013Revenue 2014: $37,696Expenses 2014: $25,487Net Income 2014: $12,2092014Revenue 2015: $86,944Expenses 2015: $38,060Net Income 2015: $48,8842015Revenue 2016: $19,925Expenses 2016: $51,239Net Income 2016: -$31,3142016Revenue 2017: $126,249Expenses 2017: $62,011Net Income 2017: $64,2382017Revenue 2017: $126,249Expenses 2017: $62,011Net Income 2017: $64,2382017Revenue 2018: $63,223Expenses 2018: $77,248Net Income 2018: -$14,0252018Revenue 2019: $53,217Expenses 2019: $74,229Net Income 2019: -$21,0122019Revenue 2020: $19,318Expenses 2020: $52,471Net Income 2020: -$33,1532020Revenue 2021: $43,572Expenses 2021: $55,800Net Income 2021: -$12,2282021Revenue 2022: $65,851Expenses 2022: $60,272Net Income 2022: $5,5792022Revenue 2023: $114,937Expenses 2023: $65,197Net Income 2023: $49,7402023Revenue 2024: $74,121Expenses 2024: $65,060Net Income 2024: $9,0612024

Highlighted filing

2017

Revenue$126,249
Expenses$62,011
Net Income$64,238
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.2
Gross Receipts
$202,951
Mission and Program Overview

Mission

Provide education & charitable services

To provide educational and charitable services to individuals, families, groups and organizations in the Northern VA community without regard to race, religion, or ethnicity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$66,450$128,428▲ $61,978
Savings and Temporary Cash Investments$54,069$56,716▲ $2,647
Total Assets$120,519$185,144▲ $64,625
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$120,519$185,144▲ $64,625
Total Net Assets Fund Balance$120,519$185,144▲ $64,625
Total Liabilities and Net Assets / Fund Balance$120,519$185,144▲ $64,625

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$3,500$2,235▲ $117-$5,852
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sharolyn PaschalPresident
Amy SansburyVice President
Caleen SullivanDirector
Erin WatkinsDirector
Lyndsay GatesDirector
Marcia MorrisDirector
Shivon KershawDirector
Deirdre BlandEx-Officio
Kimberly HighsmithEx-Officio
Renee HarrisonEx-Officio
Dawn Tucker-ThomasFinancial Secretary
Deborah JacksonSecretary
Claudine SkinnerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$39,678
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$86,571
All Other Contributions
$39,678
Change in Net Assets
$64,238
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$32,761
Grants and Similar Amounts Paid$29,250
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$29,250--$29,250
All Other Expenses$6,826$700-$7,526
Office Expenses$6,004$667-$6,671
Advertising$2,742$304-$3,046
Fees for Services Legal$2,700$300-$3,000
Information Technology$2,501$278-$2,779
Insurance$1,662$185-$1,847
Other Expenses$783--$783
Fees for Services Accounting$405$45-$450
Total Functional Expenses$59,532$2,479$0$62,011
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$160,049
Fundraising Direct Expenses$76,702
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Signing$86,610$86,610$54,721$31,889
Lil Miss AKA$73,439$73,439$21,981$51,458
Total Events$160,049$160,049$76,702$83,347
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
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

The Form 990 is reviewed by the Treasurer and/or President prior to filing.

Governing documents etc available to public Part VI line 19

The organizations governing documents, policies, and financial statements are not readily available to the general public. Such information may be provided upon request, subject to approval by the Board of Directors.

Filing and Contact Details

Filer

Filer Name
Educational and Charitable Foundation
EIN
54-2056590
Address
PO Box 842, Merrifield, VA 22116

Signing Officer

Name
Robyn C Jones
Title
Treasurer
Phone
7037222291
Signed
2018-11-12
Discuss with paid preparer
Yes

Organization Details

Formed
2002
Legal Domicile
Va
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
175

Preparer

Firm
Orr-McIntyre & Associates LLC
Address
9722 Groffs Mill Drive Ste 231, Owings Mills, MD 21117
Preparer
Tina McIntyre
Phone
8776222970
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

MLK Day of Service - $433Pink Goes Red - $95Petty Cash - $750Contingencies - $117Miscellaneous - $6,131

General explanation attachment

Statement of Program Service Accomplishments - Other Program Services (Part III, Line 4d) - ECF had $22,312 in other program service expenses, comprised primarily of expenses related to operations.

Financial Statement Notes

Endowment funds intended uses (Part V, line 4)

This endowment will be used to fund scholarships.

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IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt03965
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Other - Marketing, Petty Cash, Contingencies
IRS990/ProgSrvcAccomActyOtherGrp/Desc1Other - Office Expenses
IRS990/ProgSrvcAccomActyOtherGrp/Desc2Other - Professional Fees
IRS990/ProgSrvcAccomActyOtherGrp/Desc3Other - Supplies and Registration
IRS990/ProgSrvcAccomActyOtherGrp/Desc4Other - Miscellaneous Admin 2
IRS990/ProgSrvcAccomActyOtherGrp/Desc5Other - Miscellaneous Admin 1
IRS990/ProgSrvcAccomActyOtherGrp/Desc6Other - Technology Support, Website
IRS990/ProgSrvcAccomActyOtherGrp/Desc7Other - Insurance
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt03522
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt13239
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt23105
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt32765
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt42759
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt52759
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt62501
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt71662
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt012805
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt028000
IRS990/PYOtherExpensesAmt023239
IRS990/PYOtherRevenueAmt07120
IRS990/PYRevenuesLessExpensesAmt0-31314
IRS990/PYTotalExpensesAmt051239
IRS990/PYTotalRevenueAmt019925
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt064238
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt039678
IRS990/SavingsAndTempCashInvstGrp/BOYAmt054069
IRS990/SavingsAndTempCashInvstGrp/EOYAmt056716
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt039678
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012805
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022624
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt026445
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012805
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0114357
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt034
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt043
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0163273
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt053186
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0110748
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt056928
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt087974
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0472109
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt034
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt043
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0586466
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0202951
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt065991
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0133372
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt083373
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0100779
IRS990ScheduleA/Total509Grp/TotalAmt0586466
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0202951
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt065991
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0133376
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt083378
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0100813
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0586509
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03500
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt02235
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05852
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0117
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0This endowment will be used to fund scholarships.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Endowment funds intended uses (Part V, line 4)
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt076702
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Book Signing
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Lil Miss AKA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt086610
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt073439
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0160049
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt086610
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt073439
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0160049
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt083347
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt076702
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt054721
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt021981
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt05000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt13500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt22000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt318750
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Estelle Gaymon Scholarship
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Alma Palmer Grant
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2HBCU Book AwardGrant
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3STEM Grant
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt21
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt35
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is reviewed by the Treasurer and/or President prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organizations governing documents, policies, and financial statements are not readily available to the general public. Such information may be provided upon request, subject to approval by the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MLK Day of Service - $433Pink Goes Red - $95Petty Cash - $750Contingencies - $117Miscellaneous - $6,131
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Statement of Program Service Accomplishments - Other Program Services (Part III, Line 4d) - ECF had $22,312 in other program service expenses, comprised primarily of expenses related to operations.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2List of other expenses Part IX line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3General explanation attachment
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0120519

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.74$0.65$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$1.15$0.65$0.50
2022Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.66$0.60$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.44$0.56$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$0.19$0.52$0.33
2019Summary only. Only limited summary data is available for this year.$1.56$0.00$0.53$0.74$0.21
2018Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.63$0.77$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$1.26$0.62$0.64
2017Summary only. Only limited summary data is available for this year.$1.85$0.00$1.85$1.26$0.62$0.64
2016Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.20$0.51$0.31
2015Summary only. Only limited summary data is available for this year.$1.52$0.00$0.87$0.38$0.49
2014Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.38$0.25$0.12
2013Summary only. Only limited summary data is available for this year.$0.91$0.00$0.38$0.18$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.71$0.28$0.19$0.09
2011Summary only. Only limited summary data is available for this year.$0.62$0.00$0.20$0.21$0.01