Civic Intelligence

Scott C Ratterman Memorial Scholarship Fund

990 • Fiscal year 2015 • EIN 58-1767578

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 28, 2016

PO Box 2126Cleveland, TN 37320-2126

(423) 478-5661

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

81st percentile

24%

Higher net margin than 81% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

43rd percentile

-0.7%

Faster asset growth than 43% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-42%

Faster revenue growth than 7% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Down

$803,538

Down $5,755 (-0.7%) from 2014

Net Assets

Down

$803,538

Down $5,755 (-0.7%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$70,082

Down $51,545 (-42%) from 2014

Expenses

Up

$53,218

Up $3,822 (+7.7%) from 2014

Net Income

Down

$16,864

Down $55,367 (-77%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $593,121Liabilities 2011: $0Net Assets 2011: $593,1212011Assets 2012: $640,122Liabilities 2012: $0Net Assets 2012: $640,1222012Assets 2013: $782,332Liabilities 2013: $0Net Assets 2013: $782,3322013Assets 2014: $809,293Liabilities 2014: $0Net Assets 2014: $809,2932014Assets 2015: $803,538Liabilities 2015: $0Net Assets 2015: $803,5382015Assets 2016: $763,581Liabilities 2016: $0Net Assets 2016: $763,5812016Assets 2017: $820,571Liabilities 2017: $0Net Assets 2017: $820,5712017Assets 2018: $763,735Liabilities 2018: $0Net Assets 2018: $763,7352018Assets 2019: $923,584Liabilities 2019: $0Net Assets 2019: $923,5842019Assets 2020: $1,067,850Liabilities 2020: $0Net Assets 2020: $1,067,8502020Assets 2021: $1,242,099Liabilities 2021: $0Net Assets 2021: $1,242,0992021Assets 2022: $1,139,888Liabilities 2022: $0Net Assets 2022: $1,139,8882022Assets 2023: $1,077,089Liabilities 2023: $0Net Assets 2023: $1,077,0892023Assets 2024: $1,228,520Liabilities 2024: $0Net Assets 2024: $1,228,5202024

Highlighted filing

2015

Assets$803,538
Liabilities$0
Net Assets$803,538

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $71,554Expenses 2011: $59,672Net Income 2011: $11,8822011Revenue 2012: $53,034Expenses 2012: $55,150Net Income 2012: -$2,1162012Revenue 2013: $95,017Expenses 2013: $56,818Net Income 2013: $38,1992013Revenue 2014: $121,627Expenses 2014: $49,396Net Income 2014: $72,2312014Revenue 2015: $70,082Expenses 2015: $53,218Net Income 2015: $16,8642015Revenue 2016: $44,773Expenses 2016: $70,811Net Income 2016: -$26,0382016Revenue 2017: $55,275Expenses 2017: $77,520Net Income 2017: -$22,2452017Revenue 2018: $93,052Expenses 2018: $72,843Net Income 2018: $20,2092018Revenue 2019: $111,251Expenses 2019: $71,981Net Income 2019: $39,2702019Revenue 2020: $156,208Expenses 2020: $74,751Net Income 2020: $81,4572020Revenue 2021: $147,662Expenses 2021: $69,782Net Income 2021: $77,8802021Revenue 2022: $122,403Expenses 2022: $83,470Net Income 2022: $38,9332022Revenue 2023: $8,295Expenses 2023: $83,011Net Income 2023: -$74,7162023Revenue 2024: $299,040Expenses 2024: $81,835Net Income 2024: $217,2052024

Highlighted filing

2015

Revenue$70,082
Expenses$53,218
Net Income$16,864
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 28, 2016
Return Version
2015v2.1
Gross Receipts
$70,094
Mission and Program Overview

Mission

To establish a perpetual endowment fund in the memory of scott c. Ratterman, the proceeds to be used for scholarship purposes to deserving and qualified graduates of the local area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$645,335$614,779▼ $30,556
Savings and Temporary Cash Investments$163,958$188,759▲ $24,801
Total Assets$809,293$803,538▼ $5,755
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$809,293$803,538▼ $5,755
Total Net Assets Fund Balance$809,293$803,538▼ $5,755
Total Liabilities and Net Assets / Fund Balance$809,293$803,538▼ $5,755
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mark SmithPresident
Amy BlackwoodDirector
Duane SchriverDirector
Jack SeymourDirector
Kellye BenderDirector
Kyle CooperDirector
Larry WardDirector
Melinda StricklandDirector
Letha MccurrySecretary
Steve RattermanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$62,627
Program Service Revenue
$0
Investment Income
$35,256
Other Revenue
$-27,801
All Other Contributions
$5,300
Change in Net Assets
$16,864
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$53,218
Total Fundraising Expense$20,173
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$32,500$45$20,173$45
Total Functional Expenses$32,500$545$20,173$53,218
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
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, Page 6, Part VI, Line 11B

Return reviewed by governing body

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Scott C Ratterman Scholarship
EIN
58-1767578
Address
PO BOX 2126, CLEVELAND, TN 37320-2126

Signing Officer

Name
Mark Smith
Title
President
Phone
4234785661
Signed
2016-06-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Smith
Formed
1986
Legal Domicile
Tn
Voting Board Members
10
Independent Board Members
0
Employees
0

Preparer

Firm
Arnettkirkseykimseysullivanlayhall
Address
4395 N OCOEE ST, CLEVELAND, TN 37312-4832
Preparer
Mark a Lay CPA
Phone
4234765581
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IRS990/UnrestrictedNetAssetsGrp/EOYAmt0803538
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04305 N OCOEE STREET
IRS990/USAddress/CityNm0CLEVELAND
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037312
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04234785661
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCOTT C RATTERMAN SCHOLARSHIP
ReturnHeader/Filer/BusinessNameControlTxt0SCOT
ReturnHeader/Filer/EIN0581767578
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2126
ReturnHeader/Filer/USAddress/CityNm0CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0373202126
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0620798554
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARNETTKIRKSEYKIMSEYSULLIVANLAYHALL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04395 N OCOEE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0373124832
ReturnHeader/PreparerPersonGrp/PhoneNum04234765581
ReturnHeader/PreparerPersonGrp/PreparationDt02016-06-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK A LAY CPA
ReturnHeader/ReturnTs02016-06-29T12:36:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.30$0.08$0.22
2023Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$0.01$0.08$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.00$1.14$0.12$0.08$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.15$0.07$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.16$0.07$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.11$0.07$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.09$0.07$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.82$0.06$0.08$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.04$0.07$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.07$0.05$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.12$0.05$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.10$0.06$0.04
2012Summary only. Only limited summary data is available for this year.$0.64$0.00$0.64$0.05$0.06$0.00
2011Summary only. Only limited summary data is available for this year.$0.59$0.00$0.59$0.07$0.06$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $500k-$1M nonprofits