Civic Intelligence

Positive Management of Budgets Inc

EIN 56-2345037 • 501(c)3 • Westerville, OH

Profile

Manage payment of bills for social security recipients who cannot pay their bills timely.

3514 Yulia CTWesterville, OH 43081

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2017

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

42nd percentile

-1.3%

Higher net margin than 42% of similar nonprofits.

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

Top Officer Pay

93rd percentile

$45,841

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 65.9% of source-year revenue.

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

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

56th percentile

2.5%

Faster revenue growth than 56% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $909 (-100%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Down

$0

Down $909 (-100%) from 2016

Operations
Liabilities / Revenue62nd percentileNet Margin42nd percentile

Revenue

Up

$69,523

Up $1,683 (+2.5%) from 2016

Expenses

Up

$70,432

Up $3,216 (+4.8%) from 2016

Net Income

Down

-$909

Down $1,533 (-246%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$1.0K$500$0Assets 2010: $75Net Assets 2010: $752010Assets 2011: $100Liabilities 2011: $02011Assets 2012: $266Net Assets 2012: $2662012Assets 2013: $95Liabilities 2013: $0Net Assets 2013: $952013Assets 2014: $274Liabilities 2014: $0Net Assets 2014: $2742014Assets 2015: $285Liabilities 2015: $0Net Assets 2015: $2852015Assets 2016: $909Liabilities 2016: $0Net Assets 2016: $9092016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2017

Assets$0
Liabilities$0
Net Assets$0
Open 2017 Filing

Operations Trend

Revenue Growth56th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2010: $65,193Expenses 2010: $65,177Net Income 2010: $162010Revenue 2011: $60,347Expenses 2011: $60,322Net Income 2011: $252011Revenue 2012: $36,000Expenses 2012: $35,834Net Income 2012: $1662012Revenue 2013: $71,913Expenses 2013: $72,084Net Income 2013: -$1712013Revenue 2014: $70,112Expenses 2014: $69,933Net Income 2014: $1792014Revenue 2015: $70,692Expenses 2015: $70,681Net Income 2015: $112015Revenue 2016: $67,840Expenses 2016: $67,216Net Income 2016: $6242016Revenue 2017: $69,523Expenses 2017: $70,432Net Income 2017: -$9092017

Highlighted filing

2017

Revenue$69,523
Expenses$70,432
Net Income-$909
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$69,523
Expenses
$70,432
Net income
-$909
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$69.5$70.4$0.91
2016Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$67.8$67.2$0.62
2015Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$70.7$70.7$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$70.1$69.9$0.18
2013Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$71.9$72.1$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.27$36.0$35.8$0.17
2011Summary only. Only limited summary data is available for this year.$0.10$0.00$60.3$60.3$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.08$65.2$65.2$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 15, 2018
Return Version
2017v2.2
Gross Receipts
$69,523
Mission and Program Overview

Mission

Manage payment of bills for social security recipients who cannot pay their bills timely.

Manage payment of bills for elderly

Program Services

DescriptionGrantsExpenses
MEET WITH ELDERLY DISABLED TO MANAGE BILLS AND EXPENSES PROPERLY--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER L GIANNIPresidentFT$44,924$917$45,841
KERRY GIANNIVice President-$0--
Filing and Contact Details

Filer

Filer Name
Positive Management of Budgets Inc
EIN
56-2345037
Address
3514 YULIA CT, WESTERVILLE, OH 43081

Signing Officer

Name
Jennifer L Gianni
Title
President
Phone
6143136288
Signed
2018-10-15
Discuss with paid preparer
No

Preparer

Firm
Cts of Nw Ohio Inc
Address
4330 NAVARRE AVE STE 102, Oregon, OH 43616
Preparer
Paul Blackburn
Phone
4196985185
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountinsurance 1,109phone/fax line 2,297conference meetings 1,205meals and entertainment 469travel 6,126”

Raw XML Appendix138 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt0297
IRS990EZ/BooksInCareOfDetail/PersonNm0JENNIFER L GIANNI
IRS990EZ/BooksInCareOfDetail/PhoneNum06146198108
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03514 YULIA CT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WESTERVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043081
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0909
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt069523
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-909
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01646
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0909
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GrossReceiptsAmt069523
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0909
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0909
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OccupancyRentUtltsAndMaintAmt07455
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt042.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt044924
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt0917
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER L GIANNI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KERRY GIANNI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt011206
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MANAGE PAYMENT OF BILLS FOR ELDERLY
IRS990EZ/PrintingPublicationsPostageAmt03987
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEET WITH ELDERLY DISABLED TO MANAGE BILLS AND EXPENSES PROPERLY
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt045841
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt070432
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt069523
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0[email protected]
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt069523
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt067840
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt070692
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt070112
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt071913
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0350080
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0350080
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt069523
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt067840
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt070692
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt070112
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt071913
IRS990ScheduleA/Total509Grp/TotalAmt0350080
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt069523
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt067840
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt070692
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt070112
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt071913
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0350080
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0FACILITATOR DIRECTED CLIENTS TO DIFFERENT PROGRAM SO 501C3 NOT NEEDED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTINSURANCE 1,109PHONE/FAX LINE 2,297CONFERENCE MEETINGS 1,205MEALS AND ENTERTAINMENT 469TRAVEL 6,126
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER L GIANNI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06143136288
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POSITIVE MANAGEMENT OF BUDGETS INC
ReturnHeader/Filer/BusinessNameControlTxt0POSI
ReturnHeader/Filer/EIN0562345037
ReturnHeader/Filer/USAddress/AddressLine1Txt03514 YULIA CT
ReturnHeader/Filer/USAddress/CityNm0WESTERVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043081
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C54872C53E6633999873339A5EC80F08CA339F4F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C54872C53E6633999873339A5EC80F08CA339F4F
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03412822018309z5czvq0
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-05
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.226.96.168
ReturnHeader/FilingSecurityInformation/IPDt02018-11-05
ReturnHeader/FilingSecurityInformation/IPTm013:17:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271672208
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CTS OF NW OHIO INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04330 NAVARRE AVE STE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oregon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043616
ReturnHeader/PreparerPersonGrp/PhoneNum04196985185
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul Blackburn
ReturnHeader/ReturnTs02018-11-05T13:15:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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