Civic Intelligence

Foundation for Private Employee Ownership

990PF • Fiscal year 2019 • EIN 57-1209294

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 17, 2020

Organization Profile
1341 G Street NW No 6th FLWashington, DC 20005

(202) 466-8700

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

92nd percentile

55%

Higher net margin than 92% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

83rd percentile

36%

Faster asset growth than 83% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$10,423

Up $2,762 (+36%) from 2018

Net Assets

Up

$10,423

Up $2,762 (+36%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin92nd percentile

Revenue

Up

$5,000

Up $5,000 from 2018

Expenses

Down

$2,238

Down $18,881 (-89%) from 2018

Net Income

Up

$2,762

Up $23,881 (+113%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$30K$20K$10K$0Assets 2011: $5,818Liabilities 2011: $02011Assets 2012: $967Liabilities 2012: $02012Assets 2013: $4,940Liabilities 2013: $02013Assets 2014: $21,963Liabilities 2014: $02014Assets 2015: $28,751Liabilities 2015: $02015Assets 2018: $7,661Liabilities 2018: $0Net Assets 2018: $7,6612018Assets 2019: $10,423Liabilities 2019: $0Net Assets 2019: $10,4232019Assets 2020: $7,679Liabilities 2020: $0Net Assets 2020: $7,6792020Assets 2021: $6,530Liabilities 2021: $0Net Assets 2021: $6,5302021Assets 2022: $575Liabilities 2022: $0Net Assets 2022: $5752022Assets 2023: $3,832Liabilities 2023: $0Net Assets 2023: $3,8322023Assets 2024: $1,179Liabilities 2024: $0Net Assets 2024: $1,1792024

Highlighted filing

2019

Assets$10,423
Liabilities$0
Net Assets$10,423
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $25,000Expenses 2011: $43,629Net Income 2011: -$18,6292011Revenue 2012: $52,500Expenses 2012: $57,351Net Income 2012: -$4,8512012Revenue 2013: $15,000Expenses 2013: $11,027Net Income 2013: $3,9732013Revenue 2014: $26,000Expenses 2014: $8,977Net Income 2014: $17,0232014Revenue 2015: $23,015Expenses 2015: $16,227Net Income 2015: $6,7882015Revenue 2018: $0Expenses 2018: $21,119Net Income 2018: -$21,1192018Revenue 2019: $5,000Expenses 2019: $2,238Net Income 2019: $2,7622019Revenue 2020: $0Expenses 2020: $2,744Net Income 2020: -$2,7442020Revenue 2021: $0Expenses 2021: $1,149Net Income 2021: -$1,1492021Revenue 2022: $0Expenses 2022: $5,955Net Income 2022: -$5,9552022Revenue 2023: $5,000Expenses 2023: $1,743Net Income 2023: $3,2572023Revenue 2024: $0Expenses 2024: $2,653Net Income 2024: -$2,6532024

Highlighted filing

2019

Revenue$5,000
Expenses$2,238
Net Income$2,762
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 17, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHY BROWNPresident-$0--
DAVE SCHAEFERTreasurer-$0--
NOELLE MONTANOSecretary-$0--
EVA MILLERDirector-$0--
TONY KEMPFDirector-$0--
Filing and Contact Details

Filer

Filer Name
Foundation for Private Employee
EIN
57-1209294
Phone
2024668700
Address
1341 G STREET NW NO 6TH FL, WASHINGTON, DC 20005

Signing Officer

Name
Dave Schaefer
Title
Treasurer
Phone
2024668700
Signed
2020-03-17
Discuss with paid preparer
Yes

Preparer

Firm
Gelman Rosenberg & Freedman
Address
4550 MONTGOMERY AVE SUITE 800N, BETHESDA, MD 20814-2930
Preparer
Richard J Locastro CPA
Phone
3019519090
Raw XML Appendix316 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4TONY KEMPF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd01
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt07015 COLLEGE BLVD 650
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OVERLAND PARK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd066211
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DAVE SCHAEFER
IRS990PF/StatementsRegardingActyGrp/PhoneNum02144435583
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0ANNUAL LEADERSHIP SUMMIT WHERE LEADING EXPERTS ON TAXES, BUSINESS, AND ESOPS DISCUSSED FEDERAL POLICY CHALLENGES AND STRATEGIES WITH SENIOR S-ESOP EXECUTIVES TO SHAPE THE FUTURE OF S-ESOPS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt02762
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0EMPLOYEE-OWNED S-CORPORATIONS OF AMERICA
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc0501(C)(6)
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0COMMON DIRECTORS AND JOINT EFFORTS TO ACHIEVE COMMON PURPOSE OF SUPPORTING EMPLOYEE OWNERSHIP.
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd01
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0AMBROSE ADVISORS
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01300 I STREET NW SUITE 400E
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WASHINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0DC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd020005
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WASHINGTON DC TREASURY FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0351
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt167
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0351
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt167
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVE SCHAEFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02024668700
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOUNDATION FOR PRIVATE EMPLOYEE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OWNERSHIP
ReturnHeader/Filer/BusinessNameControlTxt0FOUN
ReturnHeader/Filer/EIN0571209294
ReturnHeader/Filer/PhoneNum02024668700
ReturnHeader/Filer/USAddress/AddressLine1Txt01341 G STREET NW NO 6TH FL
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020005
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521392008
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GELMAN ROSENBERG & FREEDMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04550 MONTGOMERY AVE SUITE 800N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208142930
ReturnHeader/PreparerPersonGrp/PhoneNum03019519090
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD J LOCASTRO CPA
ReturnHeader/ReturnTs02020-03-17T13:29:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,423
Liabilities
$0
Net assets
$10,423
Revenue
$5,000
Expenses
$2,238
Net income
$2,762
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.00$2.65$2.65
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.83$0.00$3.83$5.00$1.74$3.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.00$0.58$0.00$5.96$5.96
2021Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$0.00$1.15$1.15
2020Detailed filing. Detailed filing data is available for this year.$7.68$0.00$7.68$0.00$2.74$2.74
2019Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$5.00$2.24$2.76
2018Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$0.00$21.1$21.1
2015Summary only. Only limited summary data is available for this year.$28.8$0.00$23.0$16.2$6.79
2014Summary only. Only limited summary data is available for this year.$22.0$0.00$26.0$8.98$17.0
2013Summary only. Only limited summary data is available for this year.$4.94$0.00$15.0$11.0$3.97
2012Summary only. Only limited summary data is available for this year.$0.97$0.00$52.5$57.4$4.85
2011Summary only. Only limited summary data is available for this year.$5.82$0.00$25.0$43.6$18.6