Civic Intelligence

Educational Policy Institute Inc.

990 • Fiscal year 2017 • EIN 82-0564426

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 29, 2018

Organization Profilewww.educationalpolicy.org
PO Box 6225Virginia Beach, VA 23456

(202) 657-5207

Siviq Scores

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

Liabilities / Assets

65th percentile

0.02x

Higher debt load relative to assets than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.03x

Higher debt load relative to revenue than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

45th percentile

1.4%

Higher net margin than 45% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

99th percentile

$165,483

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 233.9% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

50th percentile

2.1%

Faster asset growth than 50% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$125,189

Up $2,611 (+2.1%) from 2016

Net Assets

Up

$123,169

Up $1,004 (+0.8%) from 2016

Liabilities

Up

$2,020

Up $1,607 (+389%) from 2016

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin45th percentile

Revenue

Up

$70,750

Up $70,750 from 2016

Expenses

Up

$69,746

Up $64,271 (+1174%) from 2016

Net Income

Up

$1,004

Up $6,479 (+118%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$200K$150K$100K$50K$0Assets 2010: $95,221Liabilities 2010: $34,139Net Assets 2010: $61,0822010Assets 2011: $175,709Liabilities 2011: $7,071Net Assets 2011: $168,6382011Assets 2012: $150,917Liabilities 2012: $13,162Net Assets 2012: $137,7552012Assets 2013: $138,005Liabilities 2013: $58Net Assets 2013: $137,9472013Assets 2014: $135,112Liabilities 2014: $249Net Assets 2014: $134,8632014Assets 2015: $127,870Liabilities 2015: $230Net Assets 2015: $127,6402015Assets 2016: $122,578Liabilities 2016: $413Net Assets 2016: $122,1652016Assets 2017: $125,189Liabilities 2017: $2,020Net Assets 2017: $123,1692017Assets 2018: $124,135Liabilities 2018: $1,799Net Assets 2018: $122,3362018

Highlighted filing

2017

Assets$125,189
Liabilities$2,020
Net Assets$123,169
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2010: $996,406Expenses 2010: $904,693Net Income 2010: $91,7132010Revenue 2011: $826,415Expenses 2011: $718,859Net Income 2011: $107,5562011Revenue 2012: $366,578Expenses 2012: $397,461Net Income 2012: -$30,8832012Revenue 2013: $78,690Expenses 2013: $78,498Net Income 2013: $1922013Revenue 2014: $28,102Expenses 2014: $31,186Net Income 2014: -$3,0842014Revenue 2015: $0Expenses 2015: $7,223Net Income 2015: -$7,2232015Revenue 2016: $0Expenses 2016: $5,475Net Income 2016: -$5,4752016Revenue 2017: $70,750Expenses 2017: $69,746Net Income 2017: $1,0042017Revenue 2018: $0Expenses 2018: $833Net Income 2018: -$8332018

Highlighted filing

2017

Revenue$70,750
Expenses$69,746
Net Income$1,004
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 29, 2018
Return Version
2017v2.3
Gross Receipts
$70,750
Mission and Program Overview

Mission

EDUCATIONAL EVALUATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$121,056$123,622▲ $2,566
Rtn Earn Endowment Incm Other Fnds$122,165$123,169▲ $1,004
Cash and Non-Interest-Bearing Accounts$1,480$1,567▲ $87
Land, Buildings, and Equipment, Net$42$0▼ $42
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$122,578$125,189▲ $2,611
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$413$2,020▲ $1,607
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$413$2,020▲ $1,607
Net Assets / Fund Balance
Total Net Assets Fund Balance$122,165$123,169▲ $1,004
Total Liabilities and Net Assets / Fund Balance$122,578$125,189▲ $2,611

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$24,468$24,468
Compensation and Service Providers
Top Officer Pay99th percentile

Board Members and Trustees

NameTitle
Dr Watson S SwailPresident
Kimberly A LandisVice President
Jay GoffDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$70,750
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$1,004
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$65,537
Other Expenses$4,209
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$60,682--$60,682
Payroll Taxes$4,855--$4,855
Insurance-$3,182-$3,182
Office Expenses$308--$308
Interest$87--$87
Depreciation Depletion$42--$42
Other Expenses$415$25$0$25
Total Functional Expenses$66,414$3,332$0$69,746
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Educational Policy Inst IncPresident is CEONote ReceivableNo$123,622
Educational Policy Inst IncPresident is CEOResearch/ Consulting RevenueNo$70,750

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B

“Organization's Process to review form 990: the organization has Board Meeting Prior to filing return to discuss.”

Form 990, Part VI, Line 19

“Governing Documents Disclosure Explanation: The organization documents meetings held by keeping minutes.”

Filing and Contact Details

Filer

Filer Name
Educational Policy Institute Foundation
EIN
82-0564426
In Care Of
% DR WATSON S SWAIL
Phone
2026575207
Address
PO Box 6225, Virginia Beach, VA 23456

Signing Officer

Name
Watson S Swail
Title
President
Phone
7575138266
Signed
2018-06-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Watson S Swail
Formed
2002
Legal Domicile
Va
Voting Board Members
3
Independent Board Members
2
Employees
0

Preparer

Firm
Bdo USA Llp
Address
150 Boush Street Suite 1100, Norfolk, VA 23510
Preparer
Jerome D Crain CPA
Phone
7576407190
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt070750
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt028102
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt078690
IRS990ScheduleA/Total509Grp/TotalAmt0177542
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt070750
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt028102
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt078690
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0177542
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt024468
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt024468
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0165483
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Dr Watson S Swail
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0165483
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Educational Policy Inst Inc
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1Educational Policy Inst Inc
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0President is CEO
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1President is CEO
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0123622
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt170750
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Note Receivable
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1Research/ Consulting Revenue
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Organization's Process to review form 990: the organization has Board Meeting Prior to filing return to discuss.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Governing Documents Disclosure Explanation: The organization documents meetings held by keeping minutes.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0122578
IRS990/TotalAssetsEOYAmt0125189
IRS990/TotalAssetsGrp/BOYAmt0122578
IRS990/TotalAssetsGrp/EOYAmt0125189
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03332
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt066414
IRS990/TotalFunctionalExpensesGrp/TotalAmt069746
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0413
IRS990/TotalLiabilitiesEOYAmt02020
IRS990/TotalLiabilitiesGrp/BOYAmt0413
IRS990/TotalLiabilitiesGrp/EOYAmt02020
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0122165
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0123169
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt066414
IRS990/TotalProgramServiceRevenueAmt070750
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt070750
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt070750
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0122578
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0125189
IRS990/TotReportableCompRltdOrgAmt0165483
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/USAddress/AddressLine1Txt0PO Box 6225
IRS990/USAddress/CityNm0Virginia Beach
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd023456
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0www.educationalpolicy.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WATSON S SWAIL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07575138266
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Educational Policy Institute Foundation
ReturnHeader/Filer/BusinessNameControlTxt0EDUC
ReturnHeader/Filer/EIN0820564426
ReturnHeader/Filer/InCareOfNm0% DR WATSON S SWAIL

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$125,189
Liabilities
$2,020
Net assets
$123,169
Revenue
$70,750
Expenses
$69,746
Net income
$1,004
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.02$1.22$0.00$0.01$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.25$0.02$1.23$0.71$0.70$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.22$0.00$0.05$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.00$0.07$0.07
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.00$1.35$0.28$0.31$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.79$0.78$0.00
2012Summary only. Only limited summary data is available for this year.$1.51$0.13$1.38$3.67$3.97$0.31
2011Summary only. Only limited summary data is available for this year.$1.76$0.07$1.69$8.26$7.19$1.08
2010Summary only. Only limited summary data is available for this year.$0.95$0.34$0.61$9.96$9.05$0.92