Civic Intelligence

The Dona Nora Charitable Trust

EIN 20-7548764

2361 Ravine Street Apt 645255
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2015

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2015

Net Margin

39th percentile

-4.2%

Higher net margin than 39% of similar nonprofits.

<$500k nonprofits • Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2011

Asset Growth

37th percentile

-12%

Faster asset growth than 37% of similar nonprofits.

<$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

23rd percentile

-37%

Faster revenue growth than 23% of similar nonprofits.

<$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$1,767

Down $251 (-12%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin39th percentile

Revenue

Down

$6,000

Down $3,500 (-37%) from 2014

Expenses

Down

$6,251

Down $3,988 (-39%) from 2014

Net Income

Up

-$251

Up $488 (+66%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$3.0K$2.0K$1.0K$0Assets 2010: $1,137Liabilities 2010: $0Net Assets 2010: $1,1372010Assets 2011: $377Liabilities 2011: $0Net Assets 2011: $3772011Assets 2012: $477Liabilities 2012: $12012Assets 2013: $2,757Liabilities 2013: $02013Assets 2014: $2,018Liabilities 2014: $02014Assets 2015: $1,767Liabilities 2015: $02015

Highlighted filing

2015

Assets$1,767
Liabilities$0
Net Assets-
Open 2015 Filing

Operations Trend

Revenue Growth23rd percentile

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

$40K$30K$20K$10K$0-$10KExpenses 2010: $31,9192010Expenses 2011: $15,1002011Revenue 2012: $7,675Expenses 2012: $7,575Net Income 2012: $1002012Revenue 2013: $7,200Expenses 2013: $4,921Net Income 2013: $2,2792013Revenue 2014: $9,500Expenses 2014: $10,239Net Income 2014: -$7392014Revenue 2015: $6,000Expenses 2015: $6,251Net Income 2015: -$2512015

Highlighted filing

2015

Revenue$6,000
Expenses$6,251
Net Income-$251
Open 2015 Filing

Filings

Most recent year

2015 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$1,767
Liabilities
$0
Net assets
-
Revenue
$6,000
Expenses
$6,251
Net income
-$251
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Summary only. Only limited summary data is available for this year.$1.77$0.00$6.00$6.25$0.25
2014Summary only. Only limited summary data is available for this year.$2.02$0.00$9.50$10.2$0.74
2013Summary only. Only limited summary data is available for this year.$2.76$0.00$7.20$4.92$2.28
2012Summary only. Only limited summary data is available for this year.$0.48$0.00$7.68$7.58$0.10
2011Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$15.1
2010Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$31.9
Latest Detailed Filing

The latest 2015 filing currently has summary financial data only. Showing the latest detailed filing from 2011 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Jul 20, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANITA DOHNTrustee-$0--
MICHAEL DOHNTrustee-$0--
REBECCA DOHNTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCLINICA ESPERANZA Y CARIDAD (MINISTRY OF LA IGLESIA EPISCOPAL DOMINICANA)HEALTH MINISTRY, HIV & AIDS PROGRAMSCHURCH CLINIMIRAMAR SAN PEDRO DE, DR$13,950
Filing and Contact Details

Filer

EIN
20-7548764
Raw XML Appendix230 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/AccountingFees/Category0ACCOUNTING FEES
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CompensationExplanation/Compensation/PersonName1MICHAEL DOHN
CompensationExplanation/Compensation/PersonName2REBECCA DOHN
IRS990PF/AddressChange0X
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss014340
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-760
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
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IRS990PF/BalanceSheets/CashBOY01137
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IRS990PF/BalanceSheets/CashEOYFMV0377
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/BalanceSheets/TotalNetAssetsBOY01137
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IRS990PF/BalanceSheets/UnrestrictedBOY01137
IRS990PF/BalanceSheets/UnrestrictedEOY0377
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IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0377
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IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0377
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IRS990PF/DistributableAmount/DistributableAmountBeforeDed0189
IRS990PF/DistributableAmount/MinimumInvestmentReturn0189
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0377
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets03831
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances03831
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable057
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0189
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets03774
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets03831
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ANITA DOHN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1MICHAEL DOHN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2REBECCA DOHN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10141 WALNUT RIDGE LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11141 WALNUT RIDGE LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine122361 RAVINE STREET APT 6
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0WESTERVILLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1WESTERVILLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2CINCINNATI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode043081
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode143081
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode245255
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct051344
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets051344
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio013.604708
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear1018.200119
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear2010.784314
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear3011.829690
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
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IRS990PF/QualifyingDistributions/AdjQualifyingDistributions013950
IRS990PF/QualifyingDistributions/ExpensesAndContributions013950
IRS990PF/QualifyingDistributions/QualifyingDistributions013950
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfForeignAddress/AddressLine10CALLE ENRIQUE RIJO 7 APT 102
IRS990PF/StatementsRegardingActivities/BooksInCareOfForeignAddress/AddressLine20SECTOR MIRAMAR
IRS990PF/StatementsRegardingActivities/BooksInCareOfForeignAddress/City0SAN PEDRO DE MACORIS
IRS990PF/StatementsRegardingActivities/BooksInCareOfForeignAddress/Country0DR
IRS990PF/StatementsRegardingActivities/BooksInCareOfForeignAddress/PostalCode021000
IRS990PF/StatementsRegardingActivities/BooksInCareOfForeignAddress/ProvinceOrState0DONIMICAN REPUBLIC
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0MICHAEL DOHN
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08093575155
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0true
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0false
IRS990PF/StatementsRegardingActivities/StatesFiledWith0OH
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0DONA-NORA-TRUST.GIVING.OFFICELIVE.COM
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0PRESENTLY NO UNSOLICITED GRANT REQUESTS ARE BEING ACCEPTED. THE TRUSTEES MAKE CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS WHO HAVE DEMONSTRATED THEY SATISFY THE CHARITABLE EFFORTS CONDUCTED BY THE FOUNDATION.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount013950
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0HEALTH MINISTRY, HIV & AIDS PROGRAMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CLINICA ESPERANZA Y CARIDAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20(MINISTRY OF LA IGLESIA EPISCOPAL DOMINICANA)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/AddressLine10C/SANCHEZ 9 BO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/City0MIRAMAR SAN PEDRO DE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/Country0DR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/ProvinceOrState0DOMINICAN REPUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0CHURCH CLINI
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear013950
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
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IRS990PF/UndistributedIncome/AppliedToCurrentYear0189
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IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2024635
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3025868
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear094913
IRS990PF/UndistributedIncome/ExcessFromCurrentYear013761
IRS990PF/UndistributedIncome/ExcessFromYear1030649
IRS990PF/UndistributedIncome/ExcessFromYear2024635
IRS990PF/UndistributedIncome/ExcessFromYear3025868
IRS990PF/UndistributedIncome/QualifyingDistributions013950
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus013761
IRS990PF/UndistributedIncome/TotalCorpus094913
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover081152
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990ScheduleB/ContributorInfo/AggregateContributions09000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine105788 BROOKSTONE DRIVE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0CINCINNATI
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0OH
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode045230
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0CAROLYN AND KEVIN MARTIN
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
SubstantialContributorsSch/SubstantialContributor/PersonName0CAROLYN AND KEVIN MARTIN
SubstantialContributorsSch/SubstantialContributor/PersonName1ANITA AND MICHAEL DOHN
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine105788 BROOKSTONE DRIVE
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine11141 WALNUT RIDGE LANE
SubstantialContributorsSch/SubstantialContributor/USAddress/City0CINCINNATI
SubstantialContributorsSch/SubstantialContributor/USAddress/City1WESTERVILLE
SubstantialContributorsSch/SubstantialContributor/USAddress/State0OH
SubstantialContributorsSch/SubstantialContributor/USAddress/State1OH
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode045230
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode143081
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0207548764
ReturnHeader/Filer/Name/BusinessNameLine10THE DONA NORA CHARITABLE TRUST
ReturnHeader/Filer/NameControl0DONA
ReturnHeader/Filer/USAddress/AddressLine102361 RAVINE STREET APT 6
ReturnHeader/Filer/USAddress/City0CINCINNATI
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode045255
ReturnHeader/Officer/DateSigned02012-07-20
ReturnHeader/Officer/Name0MICHAEL DOHN
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-08-07
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HIRTH NORRIS & GARRISON LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102425 OLD STRINGTOWN ROAD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0GROVE CITY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0431232919
ReturnHeader/Preparer/Name0TIMOTHY R HARRIS
ReturnHeader/Preparer/Phone06148750803
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-08-10T10:58:36-05:00

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