Civic Intelligence

The Erwin & Katherine Geis Charitable Foundation

990PF • Fiscal year 2016 • EIN 91-2127296

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

10020 Aurora Hudson RoadStreetsboro, OH 44241-1621

(330) 528-3500

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

2nd percentile

-781%

Higher net margin than 2% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

23rd percentile

-15%

Faster asset growth than 23% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-95%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$30,648

Down $5,273 (-15%) from 2015

Net Assets

Down

$30,648

Down $5,273 (-15%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue

Down

$675

Down $11,829 (-95%) from 2015

Expenses

Down

$5,948

Down $3,008 (-34%) from 2015

Net Income

Down

-$5,273

Down $8,821 (-249%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $282,233Liabilities 2010: $0Net Assets 2010: $282,2332010Assets 2011: $264,386Liabilities 2011: $0Net Assets 2011: $264,3862011Assets 2012: $283,784Liabilities 2012: $0Net Assets 2012: $283,7842012Assets 2013: $31,655Liabilities 2013: $02013Assets 2014: $32,373Liabilities 2014: $1Net Assets 2014: $32,3732014Assets 2015: $35,921Liabilities 2015: $1Net Assets 2015: $35,9212015Assets 2016: $30,648Liabilities 2016: $0Net Assets 2016: $30,6482016Assets 2017: $33,159Liabilities 2017: $0Net Assets 2017: $33,1592017Assets 2018: $33,354Liabilities 2018: $0Net Assets 2018: $33,3542018Assets 2019: $32,124Liabilities 2019: $1Net Assets 2019: $32,1242019Assets 2020: $33,449Liabilities 2020: $1Net Assets 2020: $33,4492020Assets 2021: $31,798Liabilities 2021: $1Net Assets 2021: $31,7982021Assets 2022: $252,004Liabilities 2022: $1Net Assets 2022: $252,0042022

Highlighted filing

2016

Assets$30,648
Liabilities$0
Net Assets$30,648

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $93,1982010Expenses 2011: $35,5782011Expenses 2012: $11,4512012Revenue 2013: $1,507,682Expenses 2013: $1,759,811Net Income 2013: -$252,1292013Revenue 2014: $9,904Expenses 2014: $9,186Net Income 2014: $7182014Revenue 2015: $12,504Expenses 2015: $8,956Net Income 2015: $3,5482015Revenue 2016: $675Expenses 2016: $5,948Net Income 2016: -$5,2732016Revenue 2017: $6,775Expenses 2017: $4,264Net Income 2017: $2,5112017Revenue 2018: $2,800Expenses 2018: $2,605Net Income 2018: $1952018Revenue 2019: $2,870Expenses 2019: $4,100Net Income 2019: -$1,2302019Revenue 2020: $6,900Expenses 2020: $5,575Net Income 2020: $1,3252020Revenue 2021: $2,200Expenses 2021: $3,851Net Income 2021: -$1,6512021Revenue 2022: $257,732Expenses 2022: $37,526Net Income 2022: $220,2062022

Highlighted filing

2016

Revenue$675
Expenses$5,948
Net Income-$5,273
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALFRED GEISChariman Of The Board-$0--
JENNIFER DOTSONPresident-$0--
JESSICA MILLERTrustee-$0--
MAURA MARESHTrustee-$0--
BRANDON MOORETrustee-$0--
GREG SEIFERTTrustee-$0--
BOB FRIDRICHTrustee-$0--
KRIS GEISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Erwin & Katherine Geis
EIN
91-2127296
Phone
3305283500
Address
10020 AURORA HUDSON ROAD, STREETSBORO, OH 44241-1621

Signing Officer

Name
alfred geis
Title
trustee
Phone
3305283500
Signed
2017-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Cohen & Company Ltd
Address
OFFICES LISTED AT, WWWCOHENCPACOM, OH 44115
Preparer
David Sobochan
Phone
8002291099
Raw XML Appendix354 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALFRED GEIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JENNIFER DOTSON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7KRIS GEIS
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ALFRED GEIS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt010020 AURORA HUDSON ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0STREETSBORO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd044241
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03305283500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.GEIS-COMPANIES.COM/FOUNDATION
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ALFRED GEIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0INTENDED PURPOSE OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0KENT FIREFIGHTERS ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0320 S DEPEYSTER ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0KENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044240
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0615
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0615
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07551
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05776
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01687921
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt017256
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt017256
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01706581
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05333
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07551
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05776
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01687921
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05948
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05333
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01723837
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01718504
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SOFTWARE/HARDWARE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ADVERTISING EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OTHER EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5STATE OF OHIO FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0359
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12429
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21964
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3646
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4200
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0359
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12429
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21964
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3646
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5100
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0alfred geis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum03305283500
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ERWIN & KATHERINE GEIS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ERWI
ReturnHeader/Filer/EIN0912127296
ReturnHeader/Filer/PhoneNum03305283500
ReturnHeader/Filer/USAddress/AddressLine1Txt010020 AURORA HUDSON ROAD
ReturnHeader/Filer/USAddress/CityNm0STREETSBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0442411621
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E7D2372669B67B089896D3C3683BDD91A3ED91F8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E8BFE343D4DF53C8D3833D0B9DB1241A0C4E8A78
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.60.57.114
ReturnHeader/FilingSecurityInformation/IPDt02017-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:11:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341912961
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHEN & COMPANY LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0OFFICES LISTED AT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WWWCOHENCPACOM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044115
ReturnHeader/PreparerPersonGrp/PhoneNum08002291099
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID SOBOCHAN
ReturnHeader/ReturnTs02017-11-15T07:58:59-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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