Civic Intelligence

Joan C Edwards Charitable Foundation

990PF • Fiscal year 2018 • EIN 20-8374445

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 27, 2019

401 Clinton StreetDefiance, OH 43512

(419) 783-8950

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

10th percentile

0.00x

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Net Margin

14th percentile

-12%

Higher net margin than 14% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

26th percentile

$119,231

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2018 filings • $25M-$50M nonprofits • Source year 2018

Asset Growth

79th percentile

12%

Faster asset growth than 79% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2015 to 2018

Revenue Growth

51st percentile

5.3%

Faster revenue growth than 51% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2015 to 2018

Assets

Up

$35,516,500

Up $10,050,706 (+39%) from 2015

Net Assets

$35,516,500

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$2,208,681

Up $314,456 (+17%) from 2015

Expenses

Up

$2,470,141

Up $74,043 (+3.1%) from 2015

Net Income

Up

-$261,460

Up $240,413 (+48%) from 2015

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $29,155,326Liabilities 2011: $02011Assets 2012: $31,613,986Liabilities 2012: $02012Assets 2013: $29,575,222Liabilities 2013: $02013Assets 2014: $29,765,291Liabilities 2014: $02014Assets 2015: $25,465,794Liabilities 2015: $02015Assets 2018: $35,516,500Liabilities 2018: $0Net Assets 2018: $35,516,5002018Assets 2019: $32,174,291Liabilities 2019: $0Net Assets 2019: $32,174,2912019Assets 2020: $29,391,529Liabilities 2020: $12020Assets 2021: $32,941,919Liabilities 2021: $0Net Assets 2021: $32,941,9192021Assets 2022: $31,353,099Liabilities 2022: $0Net Assets 2022: $31,353,0992022Assets 2023: $28,889,992Liabilities 2023: $12023Assets 2024: $29,060,061Liabilities 2024: $0Net Assets 2024: $29,060,0612024

Highlighted filing

2018

Assets$35,516,500
Liabilities$0
Net Assets$35,516,500

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $2,172,480Expenses 2011: $2,044,737Net Income 2011: $127,7432011Revenue 2012: $4,025,077Expenses 2012: $1,967,757Net Income 2012: $2,057,3202012Revenue 2013: $1,966,765Expenses 2013: $2,275,602Net Income 2013: -$308,8372013Revenue 2014: $4,933,519Expenses 2014: $2,341,938Net Income 2014: $2,591,5812014Revenue 2015: $1,894,225Expenses 2015: $2,396,098Net Income 2015: -$501,8732015Revenue 2018: $2,208,681Expenses 2018: $2,470,141Net Income 2018: -$261,4602018Revenue 2019: $1,617,606Expenses 2019: $2,527,591Net Income 2019: -$909,9852019Revenue 2020: $1,322,140Expenses 2020: $2,189,797Net Income 2020: -$867,6572020Revenue 2021: $3,610,753Expenses 2021: $2,112,750Net Income 2021: $1,498,0032021Revenue 2022: $710,963Expenses 2022: $2,288,636Net Income 2022: -$1,577,6732022Revenue 2023: -$116,639Expenses 2023: $2,331,630Net Income 2023: -$2,448,2692023Revenue 2024: $2,860,722Expenses 2024: $2,657,496Net Income 2024: $203,2262024

Highlighted filing

2018

Revenue$2,208,681
Expenses$2,470,141
Net Income-$261,460
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 27, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN MCDONALDExecutive DiFT$119,231-$119,231
-TrusteePT$81,318-$81,318
THOMAS M MCDONALDDistribution-$0--
MARSHALL T REYNOLDSDistribution-$0--
DR CHARLES H MCKOWN JRDistribution-$0--
STATE BANK TRUST COTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Joan C Edwards Charitable
EIN
20-8374445
Phone
4197838950
Address
401 CLINTON STREET, DEFIANCE, OH 43512

Signing Officer

Name
State Bank Trust Co
Title
Trustee
Phone
4197838950
Signed
2019-08-27
Discuss with paid preparer
Yes

Preparer

Firm
Trustax LLC
Address
6455 WHEATSTONE CT, MAUMEE, OH 43537
Preparer
Grant M Keune
Phone
4198685555
Raw XML Appendix346 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARSHALL T REYNOLDS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3BRIAN MCDONALD
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt036017822
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt035925136
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt036531441
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt036220560
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt035338511
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01796809
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.238791
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01796809
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01796809
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01796809
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
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/PayCompDisqualifiedPrsnInd0true
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
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0STATE BANK TRUST CO
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0401 CLINTON STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DEFIANCE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd043512
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04197838950
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0412025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11236076
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDWARDS SCHOLARS ENDOWMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOOL OF MEDICINE ENDOWMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CASE WESTERN RESERVE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MARSHALL UNIVERSITY SCHOOL OF MED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt010900 EUCLID AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11600 MEDICAL CENTER DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HUNTINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd125701
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01648101
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/AppliedToCurrentYearAmt0148708
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01648101
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01892587
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01796809
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01743879
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01648101
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PARTNERSHIP INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PARTNERSHIP INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-138077
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-14579
OtherIncreasesSchedule/OtherIncreasesDetail/Amt023128
OtherIncreasesSchedule/OtherIncreasesDetail/Amt138512
OtherIncreasesSchedule/OtherIncreasesDetail/Amt24000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TAX REFUND - 2015
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1TAX REFUND - 2017
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2TAX REFUND - 2017
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0464389
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt144268
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PARTNERSHIP EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0464389
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt144268
TaxesSchedule/TaxesDetail/Amt088553
TaxesSchedule/TaxesDetail/Amt17000
TaxesSchedule/TaxesDetail/Amt25502
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX DEPOSITS
TaxesSchedule/TaxesDetail/CategoryTxt1UBIT DEPOSITS
TaxesSchedule/TaxesDetail/CategoryTxt2PARTNERSHIP FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05502
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STATE BANK TRUST CO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04197838950
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOAN C EDWARDS CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
ReturnHeader/Filer/EIN0208374445
ReturnHeader/Filer/PhoneNum04197838950
ReturnHeader/Filer/USAddress/AddressLine1Txt0401 CLINTON STREET
ReturnHeader/Filer/USAddress/CityNm0DEFIANCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043512
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09B6B893188596A008B8780D4515E63FC63F8A1E9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09B6B893188596A008B8780D4515E63FC63F8A1E9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.240.25.170
ReturnHeader/FilingSecurityInformation/IPDt02019-08-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:14:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341959490
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRUSTAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06455 WHEATSTONE CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAUMEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043537
ReturnHeader/PreparerPersonGrp/PhoneNum04198685555
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GRANT M KEUNE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-08-28T16:14:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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