Civic Intelligence

Clonrock Foundation

990PF • Fiscal year 2020 • EIN 81-4554129

Dec 01, 2019 to Nov 30, 2020 • Filed on Oct 14, 2021

PO Box 67127Cuyahoga Falls, OH 44222

(440) 395-1877

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

95th percentile

86%

Higher net margin than 95% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

86th percentile

36%

Faster asset growth than 86% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

76th percentile

21%

Faster revenue growth than 76% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,984,280

Up $523,625 (+36%) from 2019

Net Assets

Up

$1,984,280

Up $523,625 (+36%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue

Up

$608,739

Up $106,408 (+21%) from 2019

Expenses

Up

$85,114

Up $36,407 (+75%) from 2019

Net Income

Up

$523,625

Up $70,001 (+15%) from 2019

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2017: $437,892Liabilities 2017: $0Net Assets 2017: $437,8922017Assets 2018: $1,007,031Liabilities 2018: $0Net Assets 2018: $1,007,0312018Assets 2019: $1,460,655Liabilities 2019: $1Net Assets 2019: $1,460,6552019Assets 2020: $1,984,280Liabilities 2020: $1Net Assets 2020: $1,984,2802020Assets 2021: $2,754,020Liabilities 2021: $1Net Assets 2021: $2,754,0202021Assets 2022: $3,122,725Liabilities 2022: $1Net Assets 2022: $3,122,7252022Assets 2023: $3,464,462Liabilities 2023: $1Net Assets 2023: $3,464,4622023Assets 2024: $4,013,381Liabilities 2024: $0Net Assets 2024: $4,013,3812024

Highlighted filing

2020

Assets$1,984,280
Liabilities$1
Net Assets$1,984,280

Operations Trend

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

$1.0M$500K$0Revenue 2017: $450,000Expenses 2017: $12,108Net Income 2017: $437,8922017Revenue 2018: $580,000Expenses 2018: $10,861Net Income 2018: $569,1392018Revenue 2019: $502,331Expenses 2019: $48,707Net Income 2019: $453,6242019Revenue 2020: $608,739Expenses 2020: $85,114Net Income 2020: $523,6252020Revenue 2021: $875,163Expenses 2021: $105,423Net Income 2021: $769,7402021Revenue 2022: $518,211Expenses 2022: $149,506Net Income 2022: $368,7052022Revenue 2023: $510,270Expenses 2023: $168,533Net Income 2023: $341,7372023Revenue 2024: $736,893Expenses 2024: $187,974Net Income 2024: $548,9192024

Highlighted filing

2020

Revenue$608,739
Expenses$85,114
Net Income$523,625
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Oct 14, 2021
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Declan SmithCo-Trustee-$0--
Olivia McCarthyCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Clonrock Foundation
EIN
81-4554129
Phone
4403951877
Address
PO Box 67127, Cuyahoga Falls, OH 44222

Signing Officer

Name
Declan Smith
Title
Trustee
Signed
2021-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Select Fiduciary LLC
Address
PO Box 420, Rootstown, OH 44272
Preparer
Robin L Riemenschneider
Phone
3307770600
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0139402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publically Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-5005
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0523625
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01984280
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01460655
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01984280
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0100698
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0100698
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0100698
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0100810
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0112
IRS990PF/DistributableAmountGrp/TotalTaxAmt0112
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0112
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0112
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0112
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0112
IRS990PF/FMVAssetsEOYAmt02075809
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01460655
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01984280
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0959210
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01476651
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01476651
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0155000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0155000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0159761
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0307205
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0343257
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0430025
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt039240
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt09372
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt09372
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01460655
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01984280
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02075809
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01460655
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01984280
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01460655
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01984280
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02046909
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01522189
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0524720
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt030704
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0100810
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02016205
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02046909
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Declan Smith
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Olivia McCarthy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Co-Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Co-Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 67127
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 67127
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Cuyahoga Falls
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Cuyahoga Falls
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd044222
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd144222
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt027945
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt028057
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt047497
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt010861
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt012078
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt0000000.013860
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt0000000.029307
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt0000000.011120
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt0000000.028875
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0112
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02016205
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01620680
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0976682
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0418281
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt082527
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt0000000.069302
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt082415
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt082527
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0112
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt082527
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO Box 420
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Rootstown
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd044272
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Robin Riemenschneider Select Fiduciary LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum03307770600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Declan Smith
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Olivia McCarthy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt147179

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