RATIO FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
RATIO FOUNDATION INC (EIN 20-1436022)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-01
IRS object ID
201311219349100006
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-01T08:53:26-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN201717681EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1SOMERSET CPAS PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line13925 RIVER CROSSING PKWY STE 300AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46240ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN201436022EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1RATIO FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlRATINameControl
Phone3176334040Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1107 SOUTH PENNSYLVANIA STREET NOAddressLine1
Address Line2100AddressLine2
CityINDIANAPOLISCity
StateINState
ZIP Code46204ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameR TIMOTHY BARRICKName
TitleSECRETARY & TREASURERTitle
Phone3176334040Phone
Date Signed2013-04-25DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSTEPHEN M WESSEL CPAName
PTINP00099092PTIN
Phone3174722200Phone
Date Prepared2013-04-25DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY865FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss27800ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss1InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm1InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses27801TotalRevenueAndExpenses
Total Net Investment Income1TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss1175AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss120OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1295TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss25675ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps25675ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss26970TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps25675TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses831ExcessOfRevenueOverExpenses
Net Investment Income1NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY34CashBOY
Cash EOY865CashEOY
Total Assets BOY34TotalAssetsBOY
Total Assets EOY865TotalAssetsEOY
Total Assets EOYFMV865TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY34RetainedEarningsBOY
Retained Earnings EOY865RetainedEarningsEOY
Total Net Assets BOY34TotalNetAssetsBOY
Total Net Assets EOY865TotalNetAssetsEOY
Total Liabilities Net Assets BOY34TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY865TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY34TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses831ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal865Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY865TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year173393QualifyingDistributionsYear1
Noncharitable Assets Year1494NoncharitableAssetsYear1
Distribution Ratio Year1148.568826DistributionRatioYear1
Qualifying Distributions Year260926QualifyingDistributionsYear2
Noncharitable Assets Year23228NoncharitableAssetsYear2
Distribution Ratio Year218.874226DistributionRatioYear2
Qualifying Distributions Year352911QualifyingDistributionsYear3
Noncharitable Assets Year34902NoncharitableAssetsYear3
Distribution Ratio Year310.793758DistributionRatioYear3
Qualifying Distributions Year488871QualifyingDistributionsYear4
Noncharitable Assets Year414007NoncharitableAssetsYear4
Distribution Ratio Year46.344756DistributionRatioYear4
Qualifying Distributions Year567685QualifyingDistributionsYear5
Noncharitable Assets Year523480NoncharitableAssetsYear5
Distribution Ratio Year52.882666DistributionRatioYear5
Total Distribution Ratio187.464232TotalDistributionRatio
Average Distribution Ratio37.492846AverageDistributionRatio
Net Noncharitable Assets443NetNoncharitableAssets
Adjusted Noncharitable Assets16609AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One16609AdjNonchrtblAssetsAndOnePct
Qualifying Distributions25675QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e0RequirementsOfSect508e
At Least5000 In Assets0AtLeast5000InAssets
States Filed WithINStatesFiledWith
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameWILLIAM A BROWNE JRBooksInCareOfPersonName
Books In Care Of Phone Number3176334040BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1107 S PENNSYLVANIA ST STE 100AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46204ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
WILLIAM A BROWNE JR
107 S PENNSYLVANIA ST STE 100INDIANAPOLISIN46204PRESIDENT0.00000
R TIMOTHY BARRICK
107 S PENNSYLVANIA ST STE 100INDIANAPOLISIN46204SECRETARY & TREASURER0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1SUPPORT OF LOCAL COMMUNITY PROJECTSDescription1
Expenses125675Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1
Amount10Amount1
All Oth Prog Rltd Investments Total0AllOthProgRltdInvestmentsTotal
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances450AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets450TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets450AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable7CashDeemedCharitable
Net Noncharitable Assets443NetNoncharitableAssets
Minimum Investment Return22MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return22MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj22DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded22DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted22DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions25675ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions25675QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions25675AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted22DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year566515ExcessDistriCarryoverYear5
Excess Distri Carryover Year488173ExcessDistriCarryoverYear4
Excess Distri Carryover Year352666ExcessDistriCarryoverYear3
Excess Distri Carryover Year260765ExcessDistriCarryoverYear2
Excess Distri Carryover Year173368ExcessDistriCarryoverYear1
Total Excess Distri Carryover341487TotalExcessDistriCarryover
Qualifying Distributions25675QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year22AppliedToCurrentYear
Remaining Distri From Corpus25653RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus367140TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year566515ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year300625ExcessDistriCyovToNextYear
Excess From Year488173ExcessFromYear4
Excess From Year352666ExcessFromYear3
Excess From Year260765ExcessFromYear2
Excess From Year173368ExcessFromYear1
Excess From Current Year25653ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (23 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line2RecipientUSAddress/AddressLine2
EIU PANTHER CLUB
600 LINCOLN AVENUECHARLESTONIL61920NONEOTHERGENERAL$300
MURAT SHRINE CIRCUS
510 N NEW JERSEY STINDIANAPOLISIN46204NONEOTHERGENERAL$750
CHAMPAIGN COUNTY YMCA
2501 FIELDS S DRIVECHAMPAIGNIL61822NONEOTHERGENERAL$1,000
AIA INDIANAPOLIS
50 S MERIDIAN STREET STE 302INDIANAPOLISIN46204NONEOTHERGENERAL$250
AIA NORTH CAROLINA
115 WEST MORGAN STREETRALEIGHNC27601NONEOTHERGENERAL$3,000
NORTH CAROLINA MUSEUM OF ART
4630 MAIL SERVICE CENTERRALEIGHNC27699NONEOTHERGENERAL$3,000
OUTRUN THE SUN
2815 EAST 62ND STREET STE 220INDIANAPOLISIN46220NONEOTHERGENERAL$250
BENJAMIN HARRISON PRESIDENTIAL SITE
1230 NORTH DELAWAREINDIANAPOLISIN46202NONEOTHERGENERAL$400
LEW WALLACE STUDY PRESERVATION SOCIETY
200 WALLACE AVENUECRAWFORDSVILLEIN47933NONEOTHERGENERAL$250
INDIANA LANDMARKS
1201 CENTRAL AVENUEINDIANAPOLISIN46202NONEOTHERGENERAL$1,500
INDIANA STATE UNIVERSITY FOUNDATION
30 NORTH FIFTH STREETTERRE HAUTEIN47809NONEOTHERGENERAL$1,500
LIVESTRONG FOUNDATION
2201 E SIXTH STREETAUSTINTX78702NONEOTHERGENERAL$150
CENTRAL INDIANA LAND TRUST INSTITUTE
1500 N DELAWARE STREETINDIANAPOLISIN46202NONEOTHERGENERAL$500
BALL STATE UNIVERSITY FOUNDATION
2800 WEST BETHEL AVENUEMUNCIEIN47304NONEOTHERGENERAL$1,000
LOCAL INITIATIVES SUPPORT CORP
333 N PENNSYLVANIA ST STE 600INDIANAPOLISIN46204NONEOTHERGENERAL$500
JUSTIN CRAWFORD - JULIAN JAM
11401 RINGER ROADFORTVILLEIN46040NONEOTHERGENERAL$700
JULIAN CENTER
2011 NORTH MERIDIAN STREETINDIANAPOLISIN46202NONEOTHERGENERAL$2,300
INSIGHT DEVELOPMENT CORP
1919 NORTH MERIDIAN STINDIANAPOLISIN46202NONEOTHERGENERAL$500
PLANNED PARENTHOOD OF CENTRAL INDIANA
200 SOUTH MERIDIAN STREET PO BOXINDIANAPOLISIN46205NONEOTHERGENERAL$5,000397
WAKE EDUCATION PARTNERSHIP
706 HILLSBOROUGH STREET STE ARALEIGHNC27603NONEOTHERGENERAL$500
SHELBYVILLE ROTARY CLUB
819 SOUTH HARRISON STREETSHELBYVILLEIN46176NONEOTHERGENERAL$325
WAKE TECH FOUNDATION
9101 FAYETTEVILLE ROADRALEIGHNC27603NONEOTHERGENERAL$1,000
ANNUAL GIVING FOR NCSU
2211 HILLSBOROUGH STREETRALEIGHNC27607NONEOTHERGENERAL$1,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year25675TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$1ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$1ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA1TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualRATIO ARCHITECTS INCContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1107 S PENNSYLVANIA ST STE 100AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46204ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions27800AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategorySOMERSET CPASCategory
Amount$1,175Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Oth Prog Rltd Investments AllOthProgRltdInvestments

FieldValueIRS element (for citing)
DescriptionN/ADescription
Amount$0Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionBANK SERVICE CHARGEDescription
Revenue And Expenses Per Books120RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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