Civic Intelligence

Barbara Merrick Hawkins Charitable Trust

990PF • Fiscal year 2023 • EIN 20-0482010

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 28, 2024

Organization Profile
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

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

25th percentile

-13%

Higher net margin than 25% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

62nd percentile

7.9%

Faster asset growth than 62% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

31st percentile

-5.7%

Faster revenue growth than 31% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,562,615

Up $478,005 (+7.9%) from 2022

Net Assets

Up

$6,562,615

Up $478,005 (+7.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin25th percentile

Revenue

Down

$376,328

Down $22,871 (-5.7%) from 2022

Expenses

Down

$425,695

Down $26,970 (-6.0%) from 2022

Net Income

Up

-$49,367

Up $4,099 (+7.7%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

2023

Assets$6,562,615
Liabilities$0
Net Assets$6,562,615
Open 2023 Filing

Operations Trend

Revenue Growth31st percentile

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

2023

Revenue$376,328
Expenses$425,695
Net Income-$49,367
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 28, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay32nd percentile

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
2024-10-28

Preparer

Firm
Huth Thompson Llp
Address
PO BOX 970, LAFAYETTE, IN 47902-0970
Preparer
Kimberley R Morisette
Phone
7654285000
Raw XML Appendix364 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01319
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt11288
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02017-11-17
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12017-11-17
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22023-01-01
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt139794
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt211783
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt364136
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0INVESTMENTS CORP BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt045188
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0959942
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0INVESTMENT CORP STOCK
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt0178149
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt01561134
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0FARMHOUSE
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1LAND-BENTON COUNTY
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt2LAND - WHITE COUNTY
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt3FMV LAND INCREASE
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt01739283
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt04625000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0475715
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1348
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0INVESTMENTS MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ACCRUED INTERST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2INVESTMENT FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0475715
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1348
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02607
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt046
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0324395
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0324395
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt033591
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt033591
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-49367
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0223406
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0223406
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0827787
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03328
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03328
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0116003
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IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0144910
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt016014
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt016014
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0324395
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0527372
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0328481
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0330692
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02211
IRS990PF/DistributableAmountGrp/TotalTaxAmt02211
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0130
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02211
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02341
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
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IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0FRANCISCAN ST ELIZABETH HEALTH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3YWCA OF GREATER LAFAYETTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01701 CREASY LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12900 NORTH RIVER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt233 ELM STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3605 N 6TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAFAYETTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WEST LAFAYETTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NORTHHAMPTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LAFAYETTE
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0328481
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0324395
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0328481
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0324395
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0239027
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9FERTILIZER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10INVESTMENT DEPRECIATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0660
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1858
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt21218
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt31458
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt44000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt55303
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt65389
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt79443
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt815930
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt96463
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0660
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1858
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21218
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31458
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt44000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt55303
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt65389
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt79443
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt815930
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt96463
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0527372
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt019078
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt111760
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ML FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1FARM AND HOUSE RENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt019078
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt111760
TaxesSchedule/TaxesDetail/Amt01119
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01119
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMMY WOLF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07654285045
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-28
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLEY R MORISETTE
ReturnHeader/ReturnTs02024-11-11T15:02:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,562,615
Liabilities
$0
Net assets
$6,562,615
Revenue
$376,328
Expenses
$425,695
Net income
-$49,367
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
2023Detailed filing. Detailed filing data is available for this year.$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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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