Civic Intelligence

3055 Foundation

990PF • Fiscal year 2021 • EIN 83-4588177

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 09, 2022

3055 Kettering Blvd Suite 418Dayton, OH 45439

(937) 293-0968

Siviq Scores

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

Liabilities / Assets

1st percentile

-0.00x

Higher debt load relative to assets than 1% of similar nonprofits.

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

Liabilities / Revenue

1st percentile

-0.00x

Higher debt load relative to revenue than 1% of similar nonprofits.

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

Net Margin

69th percentile

29%

Higher net margin than 69% 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

48th percentile

6.3%

Faster asset growth than 48% of similar nonprofits.

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

Revenue Growth

2nd percentile

-79%

Faster revenue growth than 2% of similar nonprofits.

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

Assets

Up

$2,053,966

Up $122,389 (+6.3%) from 2020

Net Assets

Up

$2,054,123

Up $122,442 (+6.3%) from 2020

Liabilities

Down

-$157

Down $53 (-51%) from 2020

Revenue

Down

$415,702

Down $1,576,245 (-79%) from 2020

Expenses

Up

$293,260

Up $232,994 (+387%) from 2020

Net Income

Down

$122,442

Down $1,809,239 (-94%) from 2020

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2019: $1,000Liabilities 2019: $1,000Net Assets 2019: $02019Assets 2020: $1,931,577Liabilities 2020: -$104Net Assets 2020: $1,931,6812020Assets 2021: $2,053,966Liabilities 2021: -$157Net Assets 2021: $2,054,1232021Assets 2022: $1,868,185Liabilities 2022: -$201Net Assets 2022: $1,868,3862022Assets 2023: $1,650,246Liabilities 2023: $1Net Assets 2023: $1,650,2462023Assets 2024: $1,652,213Liabilities 2024: $0Net Assets 2024: $1,652,2132024

Highlighted filing

2021

Assets$2,053,966
Liabilities-$157
Net Assets$2,054,123

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2019: $1Expenses 2019: $0Net Income 2019: $12019Revenue 2020: $1,991,947Expenses 2020: $60,266Net Income 2020: $1,931,6812020Revenue 2021: $415,702Expenses 2021: $293,260Net Income 2021: $122,4422021Revenue 2022: $80,418Expenses 2022: $266,155Net Income 2022: -$185,7372022Revenue 2023: $191,809Expenses 2023: $409,949Net Income 2023: -$218,1402023Revenue 2024: $340,076Expenses 2024: $338,109Net Income 2024: $1,9672024

Highlighted filing

2021

Revenue$415,702
Expenses$293,260
Net Income$122,442
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 9, 2022
Return Version
2021v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES D BERRYPresident/ D-$0--
JOHN W BERRY JRVice Preside-$0--
WILLIAM T LINCOLNTreasurer/ D-$0--
Filing and Contact Details

Filer

Filer Name
3055 Foundation
EIN
83-4588177
Address
3055 KETTERING BLVD SUITE 418, DAYTON, OH 45439

Signing Officer

Name
William T Lincoln
Title
Treasurer/ Director
Phone
9379494437
Signed
2022-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Pohlman Talmage Brown & Campbell CPA Inc
Address
3445 S DIXIE DR STE 200, DAYTON, OH 45439
Preparer
Doug Talmage CPA
Phone
9372973735
Raw XML Appendix397 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.

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DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt32020-06-03
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DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt62020-07-15
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt72020-07-24
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BNY MELLON
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0566640
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHARLES D BERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN W BERRY JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WILLIAM T LINCOLN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/ D
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER/ D
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOUNDATION GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt075827
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt074177
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt075827
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt020568
LandEtcSchedule2/LandEtcGrp/BookValueAmt0200883
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0221451
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04956
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11TRAVEL/MILEAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12TRUST FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0210
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt29000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt33673
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4148
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt513448
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6190
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7308
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt81972
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt92873
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11200
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CONSULTING
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PAYROLL EXP REIMBURSEMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc2RETIREMENT EXP REIMBURSEMENT
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04000
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1127032
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt21350
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0-104
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0WORKERS COMPENSATION PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0-157
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03337
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt14340
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PROFESSIONAL SERVICES
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM T LINCOLN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER/ DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09379494437
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt03055 FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt03055
ReturnHeader/Filer/EIN0834588177
ReturnHeader/Filer/USAddress/AddressLine1Txt03055 KETTERING BLVD SUITE 418
ReturnHeader/Filer/USAddress/CityNm0DAYTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045439
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311360680
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0POHLMAN TALMAGE BROWN & CAMPBELL CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03445 S DIXIE DR STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAYTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045439
ReturnHeader/PreparerPersonGrp/PhoneNum09372973735
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUG TALMAGE CPA
ReturnHeader/ReturnTs02022-11-15T09:53:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LINCOLN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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