Civic Intelligence

Batten Disease Support and Research Association

990 • Fiscal year 2013 • EIN 91-1397792

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

1175 Dublin Road43215

(800) 448-4570

Siviq Scores

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

Liabilities / Assets

39th percentile

0.02x

Higher debt load relative to assets than 39% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

40th percentile

0.02x

Higher debt load relative to revenue than 40% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

7th percentile

-45%

Higher net margin than 7% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

84th percentile

$80,000

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 12.3% of source-year revenue.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

6th percentile

-29%

Faster asset growth than 6% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

39th percentile

0.0%

Faster revenue growth than 39% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2011 to 2013

Assets

Down

$692,878

Down $276,410 (-29%) from 2012

Net Assets

Down

$681,472

Down $274,842 (-29%) from 2012

Liabilities

Down

$11,406

Down $1,568 (-12%) from 2012

Revenue

$647,880

No earlier filing loaded for comparison.

Expenses

Up

$936,637

Up $167,345 (+22%) from 2012

Net Income

-$288,757

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.

$1.5M$1.0M$500K$0Assets 2011: $1,173,122Liabilities 2011: $6,942Net Assets 2011: $1,166,1802011Assets 2012: $969,288Liabilities 2012: $12,974Net Assets 2012: $956,3142012Assets 2013: $692,878Liabilities 2013: $11,406Net Assets 2013: $681,4722013Assets 2014: $728,236Liabilities 2014: $251,368Net Assets 2014: $476,8682014Assets 2015: $657,635Liabilities 2015: $90,954Net Assets 2015: $566,6812015Assets 2016: $664,508Liabilities 2016: $324,716Net Assets 2016: $339,7922016Assets 2017: $462,370Liabilities 2017: $209,036Net Assets 2017: $253,3342017Assets 2019: $815,440Liabilities 2019: $356,783Net Assets 2019: $458,6572019Assets 2020: $1,028,529Liabilities 2020: $79,405Net Assets 2020: $949,1242020Assets 2021: $1,208,507Liabilities 2021: $53,246Net Assets 2021: $1,155,2612021Assets 2022: $1,291,125Liabilities 2022: $17,543Net Assets 2022: $1,273,5822022Assets 2023: $1,203,251Liabilities 2023: $82,983Net Assets 2023: $1,120,2682023Assets 2024: $965,863Liabilities 2024: $197,874Net Assets 2024: $767,9892024

Highlighted filing

2013

Assets$692,878
Liabilities$11,406
Net Assets$681,472

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $647,251Expenses 2011: $562,992Net Income 2011: $84,2592011Expenses 2012: $769,2922012Revenue 2013: $647,880Expenses 2013: $936,637Net Income 2013: -$288,7572013Revenue 2014: $631,459Expenses 2014: $836,483Net Income 2014: -$205,0242014Revenue 2015: $994,203Expenses 2015: $880,137Net Income 2015: $114,0662015Revenue 2016: $812,976Expenses 2016: $1,054,316Net Income 2016: -$241,3402016Revenue 2017: $834,187Expenses 2017: $948,857Net Income 2017: -$114,6702017Revenue 2019: $953,611Expenses 2019: $749,007Net Income 2019: $204,6042019Revenue 2020: $1,228,607Expenses 2020: $718,019Net Income 2020: $510,5882020Revenue 2021: $875,074Expenses 2021: $668,937Net Income 2021: $206,1372021Revenue 2022: $1,099,485Expenses 2022: $858,302Net Income 2022: $241,1832022Revenue 2023: $746,147Expenses 2023: $952,036Net Income 2023: -$205,8892023Revenue 2024: $601,964Expenses 2024: $967,326Net Income 2024: -$365,3622024

Highlighted filing

2013

Revenue$647,880
Expenses$936,637
Net Income-$288,757
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.1
Gross Receipts
$737,903
Mission and Program Overview

Mission

Our long-term vision is a world without batten disease. Our mission is to support batten families, fund and facilitate research and advocate for treatments and a cure.

Batten disease support & research association's mission is to be an international support and research networking organization for families of children and young adults with an inherited neurological degenerative disorder known as batten disease.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$728,589$422,555▼ $306,034
Investments in Publicly Traded Securities$240,237$267,211▲ $26,974
Land, Buildings, and Equipment, Net$112$403▲ $291
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$969,288$692,878▼ $276,410
Other Assets Total$350$2,709▲ $2,359
Liabilities
Other Liabilities$1,023$11,239▲ $10,216
Accounts Payable and Accrued Expenses$11,951$167▼ $11,784
Total Liabilities$12,974$11,406▼ $1,568
Net Assets / Fund Balance
Temporarily Rstr Net Assets$652,625$356,975▼ $295,650
Unrestricted Net Assets$217,703$238,511▲ $20,808
Permanently Rstr Net Assets$85,986$85,986→ $0
Total Net Assets Fund Balance$956,314$681,472▼ $274,842
Total Liabilities and Net Assets / Fund Balance$969,288$692,878▼ $276,410

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$403$12,370$12,773
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Marjorie FrazierExecutive DirectorFT$80,000$80,000

Board Members and Trustees

NameTitle
Kim ZellmerPresident
Rob GeerVice President
Tracy VanhoutanVice President
Chris DainiakDirector
Christopher HawkinsDirector
Craig BensonDirector
Mike CollinsDirector
Tony FerrandinoDirector
Christopher LowdenSecretary
Joel KargTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$621,576
Program Service Revenue
$0
Investment Income
$26,304
Other Revenue
$0
All Other Contributions
$612,376
Change in Net Assets
$-288,757
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$665,492
Salaries, Compensation, and Employee Benefits$271,145
Total Fundraising Expense$5,209
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$162,459-$162,459
Current Officers, Directors, Trustees, and Key Employees-$80,000-$80,000
Conferences and Meetings$79,632--$79,632
Occupancy$28,693$14,781-$43,474
Fees for Services Other$10,440$31,315-$41,755
Payroll Taxes-$28,686-$28,686
Insurance-$20,585-$20,585
All Other Expenses$11,789$8,697-$20,486
Travel$5,147$2,651-$7,798
Other Expenses$6,151$3,169$5,209$5,209
Office Expenses$3,077$1,586-$4,663
Advertising$2,949--$2,949
Depreciation Depletion-$213-$213
Total Functional Expenses$572,721$358,707$5,209$936,637
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll W/h$7,021
Credit Card Payable$4,218
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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, Part VI, Line 11B: Form 990 Review Process

The governing body will receive and review return prior to filing

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Officers, directors and key employees are required to annually sign a letter of agreement with conflict of interest policies and guidelines.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Records are available to the public upon request.

Filing and Contact Details

Filer

EIN
91-1397792
Phone
8004484570

Signing Officer

Name
Margie Frazier
Title
Executive Director
Signed
2014-11-17
Discuss with paid preparer
Yes

Organization Details

Formed
1987
Legal Domicile
Oh
Voting Board Members
12
Independent Board Members
0
Employees
7

Preparer

Preparer
Fred W Laubie
Phone
6144810700
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IRS990/OccupancyGrp/TotalAmt043474
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01586
IRS990/OfficeExpensesGrp/ProgramServicesAmt03077
IRS990/OfficeExpensesGrp/TotalAmt04663
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0350
IRS990/OtherAssetsTotalGrp/EOYAmt02709
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0RESEARCH AWARDS
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2FEES/DUES
IRS990/OtherExpensesGrp/Desc3FUNDRAISING EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt05209
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04565
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13169
IRS990/OtherExpensesGrp/ProgramServicesAmt0415982
IRS990/OtherExpensesGrp/ProgramServicesAmt18861
IRS990/OtherExpensesGrp/ProgramServicesAmt26151
IRS990/OtherExpensesGrp/TotalAmt0415982
IRS990/OtherExpensesGrp/TotalAmt113426
IRS990/OtherExpensesGrp/TotalAmt29320
IRS990/OtherExpensesGrp/TotalAmt35209
IRS990/OtherLiabilitiesGrp/BOYAmt01023
IRS990/OtherLiabilitiesGrp/EOYAmt011239
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0162459
IRS990/OtherSalariesAndWagesGrp/TotalAmt0162459
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt028686
IRS990/PayrollTaxesGrp/TotalAmt028686
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt085986
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt085986
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0CONFERENCES & CONVENTIONS HELD FOR RESEARCH, DISCUSSIONS AND SUPPORT FOR A CURE FOR BATTEN DISEASE
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt079632
IRS990/ProgSrvcAccomActy3Grp/Desc0PROGRAMS SUCH AS THE SIBLING PROGRAM, PARENT/MENTORS AND THE GENERAL BEREAVEMENT PROGRAM ALL WILL HELP TO ALLEVIATE STRESS AND HARDSHIP ON FAMILIES WHOSE LOVED ONES ARE VICTIMS OF BATTEN DISEASE
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt077107
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0528776
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt04727
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0573329
IRS990/PYRevenuesLessExpensesAmt0-235789
IRS990/PYSalariesCompEmpBnftPaidAmt0195963
IRS990/PYTotalExpensesAmt0769292
IRS990/PYTotalRevenueAmt0533503
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-288757
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0621576
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0528777
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0479812
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0639053
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0674411
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02943629
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt09182
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03880
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06556
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05628
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06143
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt031389
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt09182
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03880
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06556
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05628
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06143
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt031389
IRS990ScheduleA/InvestmentIncomeCYPct00.01060
IRS990ScheduleA/InvestmentIncomePYPct00.00950
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98940
IRS990ScheduleA/PublicSupportPY509Pct00.99050
IRS990ScheduleA/PublicSupportTotal509Amt02943629
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0621576
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0528777
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0479812
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0639053
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0674411
IRS990ScheduleA/Total509Grp/TotalAmt02943629
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0630758
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0532657
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0486368
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0644681
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0680554
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02975018
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0403
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012370
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt012773
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04218
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt17021
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL W/H
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0403
IRS990ScheduleD/TotalLiabilityAmt011239
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY WILL RECEIVE AND REVIEW RETURN PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY SIGN A LETTER OF AGREEMENT WITH CONFLICT OF INTEREST POLICIES AND GUIDELINES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RECORDS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.20$0.77$0.60$0.97$0.37
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.08$1.12$0.75$0.95$0.21
2022Detailed filing. Detailed filing data is available for this year.$1.29$0.02$1.27$1.10$0.86$0.24
2021Detailed filing. Detailed filing data is available for this year.$1.21$0.05$1.16$0.88$0.67$0.21
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.08$0.95$1.23$0.72$0.51
2019Summary only. Only limited summary data is available for this year.$0.82$0.36$0.46$0.95$0.75$0.20
2017Detailed filing. Detailed filing data is available for this year.$0.46$0.21$0.25$0.83$0.95$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.66$0.32$0.34$0.81$1.05$0.24
2015Detailed filing. Detailed filing data is available for this year.$0.66$0.09$0.57$0.99$0.88$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.73$0.25$0.48$0.63$0.84$0.21
2013Detailed filing. Detailed filing data is available for this year.$0.69$0.01$0.68$0.65$0.94$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.01$0.96$0.77
2011Summary only. Only limited summary data is available for this year.$1.17$0.01$1.17$0.65$0.56$0.08