Civic Intelligence

John & Marsha Brestle Scholarship Fund Trust

EIN 20-6887884 • 501(c)3 • Athens, OH

Athens, OH
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

90th percentile

53%

Higher net margin than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

60th percentile

3.1%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

68%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$254,707

Up $7,681 (+3.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$254,707

Up $7,681 (+3.1%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin90th percentile

Revenue

Up

$14,990

Up $6,083 (+68%) from 2023

Expenses

Up

$7,075

Up $1,235 (+21%) from 2023

Net Income

Up

$7,915

Up $4,848 (+158%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2020: $232,417Liabilities 2020: $02020Assets 2022: $243,959Liabilities 2022: $0Net Assets 2022: $243,9592022Assets 2023: $247,026Liabilities 2023: $0Net Assets 2023: $247,0262023Assets 2024: $254,707Liabilities 2024: $0Net Assets 2024: $254,7072024

Highlighted filing

2024

Assets$254,707
Liabilities$0
Net Assets$254,707
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$15K$10K$5.0K$0Revenue 2020: $15,227Expenses 2020: $6,253Net Income 2020: $8,9742020Revenue 2022: $9,132Expenses 2022: $5,591Net Income 2022: $3,5412022Revenue 2023: $8,907Expenses 2023: $5,840Net Income 2023: $3,0672023Revenue 2024: $14,990Expenses 2024: $7,075Net Income 2024: $7,9152024

Highlighted filing

2024

Revenue$14,990
Expenses$7,075
Net Income$7,915
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$254,707
Liabilities
$0
Net assets
$254,707
Revenue
$14,990
Expenses
$7,075
Net income
$7,915
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$0.00$2.55$0.15$0.07$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.47$0.00$2.47$0.09$0.06$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$0.09$0.06$0.04
2020Summary only. Only limited summary data is available for this year.$2.32$0.00$0.15$0.06$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 30, 2025
Return Version
2024v5.2
Gross Receipts
$52,849
Mission and Program Overview

Mission

The trust provides direct support of bridgeport high school and buckeye local high school and provides scholarships to students graduating from bridgeport high school and buckeye local high school who attend ohio university eastern in accordance with the trust agreement dated september 10, 2002 and associated amendments. The ohio university foundation conducts the activity from its campus offices.

Program Services

DescriptionGrantsExpenses
Provide scholarships to students graduating from Bridgeport High School and Buckeye Local High School who attend Ohio University Eastern$3,694$3,694
Support for Bridgeport High School, Bridgeport, OH$616$616
Support for Buckeye Local High School, Dillonvale, OH$615$615
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
John & Marsha Brestle Scholarship Fund Trust
EIN
20-6887884
Phone
7405971819
Address
PO BOX 869, ATHENS, OH 45701

Signing Officer

Name
Candice Casto Ohio University
Title
Trustee
Phone
7405971819
Signed
2025-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Tiaa Kaspick LLC
Address
203 REDWOOD SHORES PARKWAY STE 420, Redwood Shores, CA 94065
Preparer
Kimberly G Palmer
Phone
6505854100
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Other Allocable Expense-Principal 338 Other Allocable Expense-Income 338 Investmnt Mngmnt Fees (non-deductib 1412 Foreign Taxes on Qualified Foreign 60 Foreign Taxes on Nonqualified Forei 2”

Form 990-EZ, Part I, Line 20

“Prior Period adjustment 234”

Raw XML Appendix159 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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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TIAA Kaspick LLC
IRS990EZ/BooksInCareOfDetail/PhoneNum06505854100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0203 Redwood Shores Parkway S420
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Redwood Shores
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094065
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0247026
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0254707
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt037859
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07915
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0247026
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0254707
IRS990EZ/GainOrLossFromSaleOfAssetsAmt06167
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04925
IRS990EZ/GrossReceiptsAmt052849
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt08823
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0247026
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0254707
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0247026
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0254707
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0The Ohio University Fdn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-234
IRS990EZ/OtherExpensesTotalAmt02150
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE TRUST PROVIDES DIRECT SUPPORT OF BRIDGEPORT HIGH SCHOOL AND BUCKEYE LOCAL HIGH SCHOOL AND PROVIDES SCHOLARSHIPS TO STUDENTS GRADUATING FROM BRIDGEPORT HIGH SCHOOL AND BUCKEYE LOCAL HIGH SCHOOL WHO ATTEND OHIO UNIVERSITY EASTERN IN ACCORDANCE WITH THE TRUST AGREEMENT DATED SEPTEMBER 10, 2002 AND ASSOCIATED AMENDMENTS. THE OHIO UNIVERSITY FOUNDATION CONDUCTS THE ACTIVITY FROM ITS CAMPUS OFFICES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide scholarships to students graduating from Bridgeport High School and Buckeye Local High School who attend Ohio University Eastern
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Support for Bridgeport High School, Bridgeport, OH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Support for Buckeye Local High School, Dillonvale, OH
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03694
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1616
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2615
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03694
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1616
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2615
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt044026
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt07075
IRS990EZ/TotalProgramServiceExpensesAmt04925
IRS990EZ/TotalRevenueAmt014990
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0316402269
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1346000327
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2340970762
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd22
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt03694
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1616
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2615
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0The Ohio University Foundation
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1Bridgeport High School
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2Buckeye Local High School
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt04925
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other Allocable Expense-Principal 338 Other Allocable Expense-Income 338 Investmnt Mngmnt Fees (non-deductib 1412 Foreign Taxes on Qualified Foreign 60 Foreign Taxes on Nonqualified Forei 2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Prior Period adjustment 234
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CANDICE CASTO OHIO UNIVERSITY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07405971819
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN & MARSHA BRESTLE SCHOLARSHIP FUND TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BRES
ReturnHeader/Filer/EIN0206887884
ReturnHeader/Filer/PhoneNum07405971819
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 869
ReturnHeader/Filer/USAddress/CityNm0ATHENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045701
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205631854
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TIAA KASPICK LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0203 REDWOOD SHORES PARKWAY STE 420
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Redwood Shores
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094065
ReturnHeader/PreparerPersonGrp/PhoneNum06505854100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY G PALMER
ReturnHeader/ReturnTs02025-11-14T16:01:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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