Civic Intelligence

First Lady'S Charitable Foundation

990 • Fiscal year 2021 • EIN 87-1678867

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 26, 2022

PO Box 340734Columbus, OH 43234

(614) 565-9715

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

97th percentile

88%

Higher net margin than 97% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Assets

$167,447

No earlier filing loaded for comparison.

Net Assets

$167,447

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$190,010

No earlier filing loaded for comparison.

Expenses

$22,563

No earlier filing loaded for comparison.

Net Income

$167,447

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2021: $167,447Liabilities 2021: $0Net Assets 2021: $167,4472021Assets 2022: $29,631Liabilities 2022: $10,001Net Assets 2022: $19,6302022Assets 2023: $241,117Liabilities 2023: $242Net Assets 2023: $240,8752023Assets 2024: $212,635Liabilities 2024: $0Net Assets 2024: $212,6352024

Highlighted filing

2021

Assets$167,447
Liabilities$0
Net Assets$167,447

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2021: $190,010Expenses 2021: $22,563Net Income 2021: $167,4472021Revenue 2022: $594,850Expenses 2022: $742,667Net Income 2022: -$147,8172022Revenue 2023: $693,598Expenses 2023: $472,354Net Income 2023: $221,2442023Revenue 2024: $2,098Expenses 2024: $30,338Net Income 2024: -$28,2402024

Highlighted filing

2021

Revenue$190,010
Expenses$22,563
Net Income$167,447
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 26, 2022
Return Version
2021v4.0
Gross Receipts
$190,010
Mission and Program Overview

Mission

To raise awareness and financial support for the first lady (or first spouse) of ohio's philantrhopic endeavors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$144,726-
Prepaid Expenses and Deferred Charges-$22,721-
Total Assets$0$167,447▲ $167,447
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$167,447-
Total Net Assets Fund Balance$0$167,447▲ $167,447
Total Liabilities and Net Assets / Fund Balance$0$167,447▲ $167,447
Compensation and Service Providers

Board Members and Trustees

NameTitle
Majida MouradPresident-di
Barbara MillsDirector
Lee Ann JohnsonSecretary-di
Revenue and Support

Revenue Composition

Contributions and Grants
$190,000
Program Service Revenue
$0
Investment Income
$10
Other Revenue
$0
All Other Contributions
$190,000
Change in Net Assets
$167,447
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,563
Total Fundraising Expense$20,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses-$1,288$20,000$1,288
Fees for Services Legal-$1,275-$1,275
Total Functional Expenses$0$2,563$20,000$22,563
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

A copy of form 990 is provided to directors for review prior to its filing.

Form 990, Page 6, Part VI, Line 12C

An interested person must disclose the existence of the interest and is given the opportunity to do so annually at the governing board or committee meeting. The minutes of the governing board and all committees with board delegated powers are kept on file.

Form 990, Page 6, Part VI, Line 19

UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
FIRST LADY'S CHARITABLE FOUNDATION
EIN
87-1678867
Phone
6145659715
Address
PO BOX 340734, COLUMBUS, OH 43234

Signing Officer

Name
Majida Mourad
Title
President-director
Phone
6145659715
Signed
2022-04-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Majida Mourad
Formed
2021
Legal Domicile
Oh
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Whalen & Company Cpas
Address
250 WEST OLD WILSON BRIDGE ROAD STE, WORTHINGTON, OH 43085
Preparer
Grant M Billings CPA
Phone
6143964200
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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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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MAJIDA MOURAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT-DIRECTOR
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-26
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ReturnHeader/ReturnTs02022-06-13T12:20:59-05:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MOURAD
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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