Civic Intelligence

Boone County Education Foundation Inc.

990EZ • Fiscal year 2014 • EIN 61-1288796

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

Organization Profile
8330 US Highway 42Florence, KY 41042

(859) 282-2938

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

83rd percentile

45%

Faster asset growth than 83% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

66th percentile

14%

Faster revenue growth than 66% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$91,768

Up $28,619 (+45%) from 2013

Net Assets

Up

$91,768

Up $28,619 (+45%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin81st percentile

Revenue

Up

$116,032

Up $13,955 (+14%) from 2013

Expenses

Up

$87,413

Up $19,786 (+29%) from 2013

Net Income

Down

$28,619

Down $5,831 (-17%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$200K$150K$100K$50K$0Assets 2010: $56,783Liabilities 2010: $0Net Assets 2010: $56,7832010Assets 2011: $51,487Liabilities 2011: $0Net Assets 2011: $51,4872011Assets 2012: $28,699Liabilities 2012: $02012Assets 2013: $63,149Net Assets 2013: $63,1492013Assets 2014: $91,768Net Assets 2014: $91,7682014Assets 2015: $116,468Liabilities 2015: $0Net Assets 2015: $116,4682015Assets 2016: $128,759Liabilities 2016: $0Net Assets 2016: $128,7592016Assets 2017: $118,665Liabilities 2017: $0Net Assets 2017: $118,6652017Assets 2018: $115,399Liabilities 2018: $0Net Assets 2018: $115,3992018Assets 2019: $131,940Liabilities 2019: $0Net Assets 2019: $131,9402019Assets 2020: $164,450Liabilities 2020: $0Net Assets 2020: $164,4502020Assets 2021: $133,353Liabilities 2021: $0Net Assets 2021: $133,3532021Assets 2022: $134,911Liabilities 2022: $0Net Assets 2022: $134,9112022Assets 2023: $123,521Liabilities 2023: $0Net Assets 2023: $123,5212023Assets 2024: $77,410Liabilities 2024: $0Net Assets 2024: $77,4102024

Highlighted filing

2014

Assets$91,768
Liabilities-
Net Assets$91,768
Open 2014 Filing

Operations Trend

Revenue Growth66th percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $68,350Expenses 2010: $64,220Net Income 2010: $4,1302010Revenue 2011: $71,589Expenses 2011: $76,885Net Income 2011: -$5,2962011Revenue 2012: $64,370Expenses 2012: $87,159Net Income 2012: -$22,7892012Revenue 2013: $102,077Expenses 2013: $67,627Net Income 2013: $34,4502013Revenue 2014: $116,032Expenses 2014: $87,413Net Income 2014: $28,6192014Revenue 2015: $213,811Expenses 2015: $189,111Net Income 2015: $24,7002015Revenue 2016: $123,455Expenses 2016: $111,164Net Income 2016: $12,2912016Revenue 2017: $111,712Expenses 2017: $121,089Net Income 2017: -$9,3772017Revenue 2018: $112,569Expenses 2018: $115,835Net Income 2018: -$3,2662018Revenue 2019: $144,975Expenses 2019: $126,624Net Income 2019: $18,3512019Revenue 2020: $95,697Expenses 2020: $62,881Net Income 2020: $32,8162020Revenue 2021: $75,996Expenses 2021: $107,093Net Income 2021: -$31,0972021Revenue 2022: $114,600Expenses 2022: $113,242Net Income 2022: $1,3582022Revenue 2023: $99,374Expenses 2023: $0Net Income 2023: $99,3742023Revenue 2024: $190,931Expenses 2024: $0Net Income 2024: $190,9312024

Highlighted filing

2014

Revenue$116,032
Expenses$87,413
Net Income$28,619
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Gross Receipts
$116,032
Mission and Program Overview

Mission

The program service accomplishments provided grants for teachers and scholarships for students in the boone county school system

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
THE PROGRAM SERVICE ACCOMPLISHMENTS PROVIDED GRANTS FOR TEACHERS AND SCHOLARSHIPS FOR STUDENTS AT BOONE COUNTY SCHOOLS-$87,413
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TONY JOHNSONPresident-$0--
LORI SCHLARMANVP-$0--
LANCE HOWARDTreasurer-$0--
KEVIN COSTELLODirector-$0--
SUE SORRELLDirector-$0--
Filing and Contact Details

Filer

Filer Name
Boone County Education Foundation I
EIN
61-1288796
Phone
8592822938
Address
8330 US HIGHWAY 42, FLORENCE, KY 41042

Signing Officer

Name
Lance P Howard
Title
Treasurer
Signed
2015-05-11

Preparer

Firm
Mle Tax Advisors Inc
Address
1655 BURLINGTON PIKE STE 112, FLORENCE, KY 41042
Preparer
Lance Howard
Phone
8593716523
Raw XML Appendix135 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/BooksInCareOfDetail/PersonNm0BOONE EDUCATION FOUNDATIO
IRS990EZ/BooksInCareOfDetail/PhoneNum08592822938
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08330 US 42
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FLORENCE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd041042
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt063149
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt091768
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0115944
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt028619
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt063149
IRS990EZ/Form990TotalAssetsGrp/EOYAmt091768
IRS990EZ/GrantsAndSimilarAmountsPaidAmt025547
IRS990EZ/GrossReceiptsAmt0116032
IRS990EZ/InvestmentIncomeAmt088
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt063149
IRS990EZ/NetAssetsOrFundBalancesEOYAmt091768
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt063149
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt091768
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TONY JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LORI SCHLARMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LANCE HOWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KEVIN COSTELLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUE SORRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt061866
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PROGRAM SERVICE ACCOMPLISHMENTS PROVIDED GRANTS FOR TEACHERS AND SCHOLARSHIPS FOR STUDENTS AT BOONE COUNTY SCHOOLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt087413
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt087413
IRS990EZ/TotalProgramServiceExpensesAmt087413
IRS990EZ/TotalRevenueAmt0116032
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0115944
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0102077
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt064370
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt060731
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt060756
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0403878
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt088
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0102
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0112
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0189
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0334
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0825
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt015400
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt013000
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt028400
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt088
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0102
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0112
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0189
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0334
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0825
IRS990ScheduleA/InvestmentIncomeCYPct00.00190
IRS990ScheduleA/InvestmentIncomePYPct00.00190
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99810
IRS990ScheduleA/PublicSupportPY509Pct00.99810
IRS990ScheduleA/PublicSupportTotal509Amt0432278
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0115944
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0102077
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt064370
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt076131
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt073756
IRS990ScheduleA/Total509Grp/TotalAmt0432278
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0116032
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0102179
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt064482
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt076320
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt074090
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0433103
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LANCE P HOWARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOONE COUNTY EDUCATION FOUNDATION I
ReturnHeader/Filer/BusinessNameControlTxt0BOON
ReturnHeader/Filer/EIN0611288796
ReturnHeader/Filer/PhoneNum08592822938
ReturnHeader/Filer/USAddress/AddressLine1Txt08330 US HIGHWAY 42
ReturnHeader/Filer/USAddress/CityNm0FLORENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd041042
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203699047
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MLE TAX ADVISORS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01655 BURLINGTON PIKE STE 112
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLORENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd041042
ReturnHeader/PreparerPersonGrp/PhoneNum08593716523
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LANCE HOWARD
ReturnHeader/ReturnTs02015-05-11T12:35:21-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$91,768
Liabilities
-
Net assets
$91,768
Revenue
$116,032
Expenses
$87,413
Net income
$28,619
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$1.91$0.00$1.91
2023Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.99$0.00$0.99
2022Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$1.15$1.13$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.76$1.07$0.31
2020Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.96$0.63$0.33
2019Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$1.45$1.27$0.18
2018Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$1.13$1.16$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$1.12$1.21$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$1.23$1.11$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$2.14$1.89$0.25
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.92$1.16$0.87$0.29
2013Detailed filing. Detailed filing data is available for this year.$0.63$0.63$1.02$0.68$0.34
2012Summary only. Only limited summary data is available for this year.$0.29$0.00$0.64$0.87$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.00$0.51$0.72$0.77$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.00$0.57$0.68$0.64$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits