Civic Intelligence

Clonrock Foundation

990PF • Fiscal year 2021 • EIN 81-4554129

Dec 01, 2020 to Nov 30, 2021 • Filed on Oct 17, 2022

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

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

96th percentile

88%

Higher net margin than 96% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

86th percentile

39%

Faster asset growth than 86% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

70th percentile

44%

Faster revenue growth than 70% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$2,754,020

Up $769,740 (+39%) from 2020

Net Assets

Up

$2,754,020

Up $769,740 (+39%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue

Up

$875,163

Up $266,424 (+44%) from 2020

Expenses

Up

$105,423

Up $20,309 (+24%) from 2020

Net Income

Up

$769,740

Up $246,115 (+47%) from 2020

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

2021

Assets$2,754,020
Liabilities$1
Net Assets$2,754,020

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

2021

Revenue$875,163
Expenses$105,423
Net Income$769,740
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Oct 17, 2022
Return Version
2020v4.2
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
2022-10-17
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/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt018767
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt025163
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt025163
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0613
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01225
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt06396
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt098500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt098500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0850000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt018767
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt018767
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0769740
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0250454
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt06396
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt019165
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt05386
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt05386
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0112
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt099313
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05998
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0105423
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt025163
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0875163
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0813
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0244058
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt04079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt04079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0248137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt06396
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0769740
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02754020
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01984280
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02754020
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0141647
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0141647
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0141647
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0141913
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0266
IRS990PF/DistributableAmountGrp/TotalTaxAmt0266
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0266
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0266
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0266
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0266
IRS990PF/FMVAssetsEOYAmt02997924
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01984280
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02754020
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01476651
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01226819
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01226819
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0155000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0398857
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0396017
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0343257
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01011079
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01257494
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt09372
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt035463
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt035463
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01984280
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02754020
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02997924
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01984280
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02754020
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01984280
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02754020
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt081802
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt082131
IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01637031
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01244452
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt043222
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0141913
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02838261
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
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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
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt099313
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt099313
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt099313
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/ComplyWithPublicInspRqrInd0true
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

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