Civic Intelligence

Georgia Huffman Trust

990PF • Fiscal year 2021 • EIN 20-7176652

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 14, 2022

301 South Main Street Suite 3Findlay, OH 45840

(419) 423-0242

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

30th percentile

0.0%

Higher net margin than 30% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

57th percentile

$1,009

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

30th percentile

0.0%

Faster asset growth than 30% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

60th percentile

27%

Faster revenue growth than 60% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Flat

$605,485

Flat from 2020

Net Assets

Flat

$605,485

Flat from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$27,800

Up $5,845 (+27%) from 2020

Expenses

Up

$27,800

Up $5,845 (+27%) from 2020

Net Income

Flat

$0

Flat from 2020

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2015: $778,852Liabilities 2015: $02015Assets 2017: $778,852Liabilities 2017: $0Net Assets 2017: $778,8522017Assets 2018: $778,852Liabilities 2018: $0Net Assets 2018: $778,8522018Assets 2019: $605,485Liabilities 2019: $0Net Assets 2019: $605,4852019Assets 2020: $605,485Liabilities 2020: $0Net Assets 2020: $605,4852020Assets 2021: $605,485Liabilities 2021: $0Net Assets 2021: $605,4852021Assets 2022: $605,485Liabilities 2022: $0Net Assets 2022: $605,4852022Assets 2023: $605,485Liabilities 2023: $0Net Assets 2023: $605,4852023Assets 2024: $613,590Liabilities 2024: $0Net Assets 2024: $613,5902024

Highlighted filing

2021

Assets$605,485
Liabilities$0
Net Assets$605,485

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2015: $145,915Expenses 2015: $145,915Net Income 2015: $02015Revenue 2017: $24,975Expenses 2017: $24,975Net Income 2017: $02017Revenue 2018: $24,763Expenses 2018: $24,763Net Income 2018: $02018Revenue 2019: $102,238Expenses 2019: $238,463Net Income 2019: -$136,2252019Revenue 2020: $21,955Expenses 2020: $21,955Net Income 2020: $02020Revenue 2021: $27,800Expenses 2021: $27,800Net Income 2021: $02021Revenue 2022: $27,746Expenses 2022: $27,746Net Income 2022: $02022Revenue 2023: $32,682Expenses 2023: $32,682Net Income 2023: $02023Revenue 2024: $33,792Expenses 2024: $33,792Net Income 2024: $02024

Highlighted filing

2021

Revenue$27,800
Expenses$27,800
Net Income$0
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 14, 2022
Return Version
2021v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID KUENZLITrustee-$1,009-$1,009
THOMAS DRAKETrustee-$1,008-$1,008
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF FINDLAYEDUCATIONAL501 (C)(3)FINDLAY, OH, US$23,532
Filing and Contact Details

Filer

Filer Name
Georgia Huffman Trust
EIN
20-7176652
Phone
4194230242
Address
301 SOUTH MAIN STREET SUITE 3, FINDLAY, OH 45840

Signing Officer

Name
David Kuenzli
Title
Trustee
Phone
4194230242
Signed
2022-04-14

Preparer

Firm
Knueven Schroeder & Co
Address
1035 NORTH MAIN STREET, FINDLAY, OH 45840
Preparer
Jerome B Schroeder CPA
Phone
4194228111
Raw XML Appendix228 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/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04194230242
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/Amt1243
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TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0200
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1243
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID KUENZLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04194230242
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GEORGIA HUFFMAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GEOR
ReturnHeader/Filer/EIN0207176652
ReturnHeader/Filer/PhoneNum04194230242
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FINDLAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045840
ReturnHeader/PreparerPersonGrp/PhoneNum04194228111
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEROME B SCHROEDER CPA
ReturnHeader/ReturnTs02022-04-17T10:09:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KUENZLI
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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