Civic Intelligence

Edwards Initiative Inc.

990EZ • Fiscal year 2020 • EIN 81-2871637

Jan 01, 2020 to Dec 31, 2020 • Filed on May 11, 2021

Organization ProfileN/A
3881 Jessup RoadCincinnati, OH 45247

(513) 378-5827

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

19th percentile

-26%

Higher net margin than 19% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

95th percentile

$66,000

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 57.3% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

10th percentile

-44%

Faster asset growth than 10% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

26th percentile

-44%

Faster revenue growth than 26% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$37,922

Down $29,845 (-44%) from 2019

Net Assets

Down

$37,922

Down $29,845 (-44%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin19th percentile

Revenue

Down

$115,150

Down $89,850 (-44%) from 2019

Expenses

Down

$144,995

Down $4,844 (-3.2%) from 2019

Net Income

Down

-$29,845

Down $85,006 (-154%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$600K$400K$200K$0Assets 2017: $27,627Liabilities 2017: $0Net Assets 2017: $27,6272017Assets 2018: $12,606Liabilities 2018: $0Net Assets 2018: $12,6062018Assets 2019: $67,767Liabilities 2019: $0Net Assets 2019: $67,7672019Assets 2020: $37,922Liabilities 2020: $0Net Assets 2020: $37,9222020Assets 2021: $49,029Liabilities 2021: $0Net Assets 2021: $49,0292021Assets 2022: $47,056Liabilities 2022: $0Net Assets 2022: $47,0562022Assets 2023: $436,680Liabilities 2023: $0Net Assets 2023: $436,6802023Assets 2024: $287,915Liabilities 2024: $0Net Assets 2024: $287,9152024Assets 2025: $133,896Liabilities 2025: $0Net Assets 2025: $133,8962025

Highlighted filing

2020

Assets$37,922
Liabilities$0
Net Assets$37,922
Open 2020 Filing

Operations Trend

Revenue Growth26th percentile

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

$600K$400K$200K$0-$200KRevenue 2017: $165,050Expenses 2017: $137,423Net Income 2017: $27,6272017Revenue 2018: $170,000Expenses 2018: $185,021Net Income 2018: -$15,0212018Revenue 2019: $205,000Expenses 2019: $149,839Net Income 2019: $55,1612019Revenue 2020: $115,150Expenses 2020: $144,995Net Income 2020: -$29,8452020Revenue 2021: $165,000Expenses 2021: $153,893Net Income 2021: $11,1072021Revenue 2022: $70,000Expenses 2022: $71,973Net Income 2022: -$1,9732022Revenue 2023: $515,664Expenses 2023: $126,040Net Income 2023: $389,6242023Revenue 2024: $0Expenses 2024: $148,765Net Income 2024: -$148,7652024Revenue 2025: $10,200Expenses 2025: $164,219Net Income 2025: -$154,0192025

Highlighted filing

2020

Revenue$115,150
Expenses$144,995
Net Income-$29,845
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 11, 2021
Return Version
2020v4.1
Gross Receipts
$115,150
Mission and Program Overview

Mission

Provide financial literacy education to children and adults

Program Services

DescriptionGrantsExpenses
To provide financial literacy education to children and adults. To help individuals gain greater financial independence and to make distributions to charitable and educational institutions with similar purposes-$70,000
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert F JungPresidentPT$66,000-$66,000
Filing and Contact Details

Filer

Filer Name
Edwards Initiative Inc
EIN
81-2871637
Phone
5133785827
Address
3881 Jessup Road, Cincinnati, OH 45247

Signing Officer

Name
Robert F Jung
Title
President
Signed
2021-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Engel & Associates LLC
Address
5420 North Bend Road, Cincinnati, OH 45249
Preparer
Michael R Engel
Phone
5133853555
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Supplies 401”

Form 990-EZ, Part I, Line 16, Other Expenses

“Bank Fees 92”

Form 990-EZ, Part I, Line 16, Other Expenses

“Web Hosting 361”

Form 990-EZ, Part I, Line 16, Other Expenses

“Program content 70,000”

Form 990-EZ, Part I, Line 16, Other Expenses

“Trust Fees 50”

Raw XML Appendix137 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Cincinnati
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045247
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt067767
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037922
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-29845
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03000
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt067767
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037922
IRS990EZ/GrossReceiptsAmt0115150
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/NetAssetsOrFundBalancesBOYAmt067767
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037922
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt067767
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037922
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt066000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Robert F Jung
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt070904
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide financial literacy education to children and adults
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To provide financial literacy education to children and adults. To help individuals gain greater financial independence and to make distributions to charitable and educational institutions with similar purposes
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt070000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt071091
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt0144995
IRS990EZ/TotalProgramServiceExpensesAmt070000
IRS990EZ/TotalRevenueAmt0115150
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0115150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0205000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0170000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0165050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0655200
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0655200
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0115150
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0205000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0170000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0165050
IRS990ScheduleA/Total509Grp/TotalAmt0655200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0115150
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0205000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0170000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0165050
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0655200
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Supplies 401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank Fees 92
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Web Hosting 361
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program content 70,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Trust Fees 50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert F Jung
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Edwards Initiative Inc
ReturnHeader/Filer/BusinessNameControlTxt0EDWA
ReturnHeader/Filer/EIN0812871637
ReturnHeader/Filer/PhoneNum05133785827
ReturnHeader/Filer/USAddress/AddressLine1Txt03881 Jessup Road
ReturnHeader/Filer/USAddress/CityNm0Cincinnati
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045247
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Engel & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05420 North Bend Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cincinnati
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045249
ReturnHeader/PreparerPersonGrp/PhoneNum05133853555
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael R Engel
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-11T05:42:46-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Robert
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Jung
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,922
Liabilities
$0
Net assets
$37,922
Revenue
$115,150
Expenses
$144,995
Net income
-$29,845
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.10$1.64$1.54
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.88$0.00$2.88$0.00$1.49$1.49
2023Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$5.16$1.26$3.90
2022Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.70$0.72$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$1.65$1.54$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$1.15$1.45$0.30
2019Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$2.05$1.50$0.55
2018Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$1.70$1.85$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$1.65$1.37$0.28