Civic Intelligence

Barbara Merrick Hawkins Charitable Trust

990PF • Fiscal year 2020 • EIN 20-0482010

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 01, 2021

PO Box 970Lafayette, IN 47902-0970

(765) 428-5045

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

22nd percentile

-16%

Higher net margin than 22% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

19th percentile

-3.5%

Faster asset growth than 19% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

87th percentile

56%

Faster revenue growth than 87% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Down

$6,902,976

Down $251,042 (-3.5%) from 2019

Net Assets

Down

$6,902,976

Down $251,042 (-3.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$414,939

Up $148,488 (+56%) from 2019

Expenses

Down

$479,644

Down $2,783 (-0.6%) from 2019

Net Income

Up

-$64,705

Up $151,271 (+70%) from 2019

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,805,751Liabilities 2011: $02011Assets 2012: $4,051,854Liabilities 2012: $0Net Assets 2012: $4,051,8542012Assets 2013: $4,109,300Liabilities 2013: $0Net Assets 2013: $4,109,3002013Assets 2014: $4,116,597Liabilities 2014: $0Net Assets 2014: $4,116,5972014Assets 2015: $4,022,007Liabilities 2015: $0Net Assets 2015: $4,022,0072015Assets 2016: $4,003,508Liabilities 2016: $0Net Assets 2016: $4,003,5082016Assets 2017: $3,988,072Liabilities 2017: $0Net Assets 2017: $3,988,0722017Assets 2018: $3,797,922Liabilities 2018: $0Net Assets 2018: $3,797,9222018Assets 2019: $7,154,018Liabilities 2019: $0Net Assets 2019: $7,154,0182019Assets 2020: $6,902,976Liabilities 2020: $0Net Assets 2020: $6,902,9762020Assets 2021: $6,973,673Liabilities 2021: $0Net Assets 2021: $6,973,6732021Assets 2022: $6,084,610Liabilities 2022: $0Net Assets 2022: $6,084,6102022Assets 2023: $6,562,615Liabilities 2023: $0Net Assets 2023: $6,562,6152023Assets 2024: $6,375,291Liabilities 2024: $0Net Assets 2024: $6,375,2912024

Highlighted filing

2020

Assets$6,902,976
Liabilities$0
Net Assets$6,902,976

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $410,302Expenses 2011: $381,684Net Income 2011: $28,6182011Expenses 2012: $353,0812012Revenue 2013: $372,276Expenses 2013: $396,128Net Income 2013: -$23,8522013Revenue 2014: $366,095Expenses 2014: $357,038Net Income 2014: $9,0572014Revenue 2015: $381,560Expenses 2015: $369,136Net Income 2015: $12,4242015Revenue 2016: $489,801Expenses 2016: $302,542Net Income 2016: $187,2592016Revenue 2017: $423,033Expenses 2017: $622,651Net Income 2017: -$199,6182017Revenue 2018: $396,026Expenses 2018: $350,450Net Income 2018: $45,5762018Revenue 2019: $266,451Expenses 2019: $482,427Net Income 2019: -$215,9762019Revenue 2020: $414,939Expenses 2020: $479,644Net Income 2020: -$64,7052020Revenue 2021: $468,211Expenses 2021: $489,124Net Income 2021: -$20,9132021Revenue 2022: $399,199Expenses 2022: $452,665Net Income 2022: -$53,4662022Revenue 2023: $376,328Expenses 2023: $425,695Net Income 2023: -$49,3672023Revenue 2024: $423,629Expenses 2024: $434,716Net Income 2024: -$11,0872024

Highlighted filing

2020

Revenue$414,939
Expenses$479,644
Net Income-$64,705
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 1, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TAMMY WOLFTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Barbara Merrick Hawkins Charitable
EIN
20-0482010
Phone
7654285045
Address
PO BOX 970, LAFAYETTE, IN 47902-0970

Signing Officer

Name
Tammy Wolf
Title
Trustee
Phone
7654285045
Signed
2021-11-01

Preparer

Firm
Huth Thompson Llp
Address
PO BOX 970, LAFAYETTE, IN 47902-0970
Preparer
Kimberley R Morisette
Phone
7654285000
Raw XML Appendix387 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0YWCA OF GREATER LAFAYETTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1FRANCISCAN ST ELIZABETH HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2SMITH COLLEGE OF NORTHHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3NCHS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0605 N 6TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11701 CREASY LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt233 ELM STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32900 NORTH RIVER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAFAYETTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LAFAYETTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NORTHHAMPTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WEST LAFAYETTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd047901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd147905
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd201063
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd347906
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0342410
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0342409
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0334611
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0342410
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0334610
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0342409
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0236250
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt12777
LandEtcSchedule2/LandEtcGrp/BookValueAmt0115283
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0TILE
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1FURNACE
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0351533
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt12777
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0186337
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CHANGE IN UNREALIZED GAIN/LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FARM AND HOUSE RENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TILE REPAIRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BUILDING REPAIRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3COMMODITY DISCOUNTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4CROP INSURANCE-HAIL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5CROP INSURANCE ADMIN FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6DRYING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7FERTILIZER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8FUEL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9FUNGICIDE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10HANDLING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11HERBICIDE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12LABOR
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc13PROPERTY INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc14STORAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc15UTILITIES-ELECTRICITY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc16SEED
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc17MACHINE HIRE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc18GRAIN TAX ASSESSMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc19CROP REV INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc20INVESTMENT DEPRECIATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc21EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc22BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0972
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11641
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2288
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt31024
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt490
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt52104
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt64499
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt7-1273
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt83308
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt973
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1021904
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11335
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt122737
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13111
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14771
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1525432
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt161815
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt17729
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt182849
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt196463
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20108
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0972
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11641
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2288
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31024
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt490
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt52104
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt64499
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7-1273
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt83308
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt973
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1021904
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11335
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt122737
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13111
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14771
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1525432
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt161815
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17729
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt182849
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt196463
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt20108
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt024133
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt121592
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ML FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1FARM AND HOUSE RENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt024133
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt121592
TaxesSchedule/TaxesDetail/Amt0209
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0209
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMMY WOLF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07654285045
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARBARA MERRICK HAWKINS CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HAWK
ReturnHeader/Filer/EIN0200482010
ReturnHeader/Filer/PhoneNum07654285045
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 970
ReturnHeader/Filer/USAddress/CityNm0LAFAYETTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0479020970
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352055043
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUTH THOMPSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 970
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAFAYETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0479020970
ReturnHeader/PreparerPersonGrp/PhoneNum07654285000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLEY R MORISETTE
ReturnHeader/ReturnTs02021-11-02T08:02:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TAMMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WOLF
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.38$0.00$6.38$0.42$0.43$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.56$0.00$6.56$0.38$0.43$0.05
2022Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$0.40$0.45$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.97$0.00$6.97$0.47$0.49$0.02
2020Detailed filing. Detailed filing data is available for this year.$6.90$0.00$6.90$0.41$0.48$0.06
2019Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.15$0.27$0.48$0.22
2018Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.40$0.35$0.05
2017Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.42$0.62$0.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.00$0.00$4.00$0.49$0.30$0.19
2015Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.38$0.37$0.01
2014Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.37$0.36$0.01
2013Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.37$0.40$0.02
2012Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.35
2011Summary only. Only limited summary data is available for this year.$3.81$0.00$0.41$0.38$0.03