Civic Intelligence

Cel Charitable Fund Inc.

990EZ • Fiscal year 2021 • EIN 81-3547931

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 01, 2022

Organization ProfileN/A
2200 W 5th Ave Suite 120Columbus, OH 43215

(614) 940-6146

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

74th percentile

30%

Higher net margin than 74% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

60th percentile

13%

Faster asset growth than 60% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

57th percentile

14%

Faster revenue growth than 57% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$188,298

Up $86,036 (+84%) from 2019

Net Assets

Up

$188,298

Up $86,036 (+84%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin74th percentile

Revenue

Up

$74,084

Up $52,701 (+246%) from 2019

Expenses

Up

$51,724

Up $35,769 (+224%) from 2019

Net Income

Up

$22,360

Up $16,932 (+312%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$800K$600K$400K$200K$0Assets 2017: $105,746Net Assets 2017: $105,7462017Assets 2018: $96,834Net Assets 2018: $96,8342018Assets 2019: $102,262Net Assets 2019: $102,2622019Assets 2021: $188,298Liabilities 2021: $0Net Assets 2021: $188,2982021Assets 2022: $182,398Net Assets 2022: $182,3982022Assets 2024: $680,596Liabilities 2024: $0Net Assets 2024: $680,5962024

Highlighted filing

2021

Assets$188,298
Liabilities$0
Net Assets$188,298
Open 2021 Filing

Operations Trend

Revenue Growth57th percentile

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

$600K$400K$200K$0-$200KRevenue 2017: $56,965Expenses 2017: $466Net Income 2017: $56,4992017Revenue 2018: $44,293Expenses 2018: $53,205Net Income 2018: -$8,9122018Revenue 2019: $21,383Expenses 2019: $15,955Net Income 2019: $5,4282019Revenue 2021: $74,084Expenses 2021: $51,724Net Income 2021: $22,3602021Revenue 2022: $3,258Expenses 2022: $9,158Net Income 2022: -$5,9002022Revenue 2024: $523,932Expenses 2024: $59,318Net Income 2024: $464,6142024

Highlighted filing

2021

Revenue$74,084
Expenses$51,724
Net Income$22,360
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 1, 2022
Return Version
2021v4.1
Gross Receipts
$74,084
Mission and Program Overview

Mission

To provide funding for educational opportunities, scholarships, and medical research

To provide funding for educational opportunities, scholarships, and medical research.

Program Services

DescriptionGrantsExpenses
Educational scholarships and charitable donations$0$50,000
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James E LallathinChairman-$0--
Andrew LallathinDirector-$0--
Mark LallathinDirector-$0--
Jim LallathinDirector-$0--
Filing and Contact Details

Filer

Filer Name
CEL Charitable Fund Inc
EIN
81-3547931
Phone
6149406146
Address
2200 W 5th Ave Suite 120, Columbus, OH 43215

Signing Officer

Name
James E Lallathin
Title
Chairman
Phone
6149406146
Signed
2022-04-01
Discuss with paid preparer
Yes

Preparer

Firm
David S Haynes
Address
1023 STREAM RIDGE LN, CINCINNATI, OH 45255
Preparer
David S Haynes
Phone
5133144658
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Miami University Foundation; Donation; Miami University Foundation: 501 E High Street, Oxford, OH, 45056; None, 50000.”

Form 990EZ, Part I, Line 16

“Investment advisory fees 1724.”

Raw XML Appendix156 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/PersonNm0Andrew Lallathin
IRS990EZ/BooksInCareOfDetail/PhoneNum06149406146
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02200 W 5th Ave Suite 120
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Columbus
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045213
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0165938
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0188298
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt050000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt022360
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0165938
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0188298
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt050000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt074084
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt024084
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0165938
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0188298
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0165938
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0188298
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0James E Lallathin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Andrew Lallathin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mark Lallathin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jim Lallathin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01724
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide funding for educational opportunities, scholarships, and medical research.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Educational scholarships and charitable donations
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt050000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt051724
IRS990EZ/TotalProgramServiceExpensesAmt050000
IRS990EZ/TotalRevenueAmt074084
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt050000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt050000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt049568
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt050500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0200568
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0200568
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt050000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt050000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt049568
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt050500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0200568
IRS990ScheduleA/TotalSupportAmt0200568
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Miami University Foundation; Donation; Miami University Foundation: 501 E High Street, Oxford, OH, 45056; None, 50000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Investment advisory fees 1724.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James E Lallathin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum06149406146
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CEL Charitable Fund Inc
ReturnHeader/Filer/BusinessNameControlTxt0CELC
ReturnHeader/Filer/EIN0813547931
ReturnHeader/Filer/PhoneNum06149406146
ReturnHeader/Filer/USAddress/AddressLine1Txt02200 W 5th Ave Suite 120
ReturnHeader/Filer/USAddress/CityNm0Columbus
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043215
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811438737
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID S HAYNES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01023 STREAM RIDGE LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045255
ReturnHeader/PreparerPersonGrp/PhoneNum05133144658
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David S Haynes
ReturnHeader/ReturnTs02022-06-01T05:43:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0James
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lallathin
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$188,298
Liabilities
$0
Net assets
$188,298
Revenue
$74,084
Expenses
$51,724
Net income
$22,360
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.81$0.00$6.81$5.24$0.59$4.65
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$1.82$0.03$0.09$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.74$0.52$0.22
2019Detailed filing. Detailed filing data is available for this year.$1.02$1.02$0.21$0.16$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.97$0.44$0.53$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$1.06$0.57$0.00$0.56
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits