Civic Intelligence

Edwards Initiative Inc.

990EZ • Fiscal year 2022 • EIN 81-2871637

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 14, 2023

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

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

35th percentile

-2.8%

Higher net margin than 35% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

39th percentile

-4.0%

Faster asset growth than 39% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-58%

Faster revenue growth than 9% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$47,056

Down $1,973 (-4.0%) from 2021

Net Assets

Down

$47,056

Down $1,973 (-4.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin35th percentile

Revenue

Down

$70,000

Down $95,000 (-58%) from 2021

Expenses

Down

$71,973

Down $81,920 (-53%) from 2021

Net Income

Down

-$1,973

Down $13,080 (-118%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2022

Assets$47,056
Liabilities$0
Net Assets$47,056
Open 2022 Filing

Operations Trend

Revenue Growth9th 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

2022

Revenue$70,000
Expenses$71,973
Net Income-$1,973
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 14, 2023
Return Version
2022v4.1
Gross Receipts
$70,000
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 Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert F JungPresidentPT$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Robert Jung
Title
President
Phone
5133785827
Signed
2023-03-14
Discuss with paid preparer
Yes

Preparer

Firm
Engel & Associates LLC
Address
5420 North Bend Road, Cincinnati, OH 45247
Preparer
Michael R Engel
Phone
5133853555
Supplemental Narrative

Additional Explanations

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

“Supplies 19”

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

“Web Hosting 404”

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

“Program content 70,000”

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/BOYAmt049029
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IRS990EZ/ContributionsGiftsGrantsEtcAmt070000
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IRS990EZ/ExcessOrDeficitForYearAmt0-1973
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01550
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Robert F Jung
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt070423
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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/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt071973
IRS990EZ/TotalProgramServiceExpensesAmt070000
IRS990EZ/TotalRevenueAmt070000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt070000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0165000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0115150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0205000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0170000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0725150
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0725150
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt070000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0165000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0115150
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0205000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0170000
IRS990ScheduleA/Total509Grp/TotalAmt0725150
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt070000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0165000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0115150
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0205000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0170000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0725150
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 19
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Web Hosting 404
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Program content 70,000
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Jung
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05133785827
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Edwards Initiative Inc
ReturnHeader/Filer/BusinessNameControlTxt0EDWA
ReturnHeader/Filer/EIN0812871637
ReturnHeader/Filer/USAddress/AddressLine1Txt03881 Jessup Road
ReturnHeader/Filer/USAddress/CityNm0Cincinnati
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045247
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300033390
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Engel & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05420 North Bend Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cincinnati
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045247
ReturnHeader/PreparerPersonGrp/PhoneNum05133853555
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael R Engel
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-03-14T09:13:46-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Robert
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Jung
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,056
Liabilities
$0
Net assets
$47,056
Revenue
$70,000
Expenses
$71,973
Net income
-$1,973
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits