Civic Intelligence

Joan C Edwards Charitable Foundation

990PF • Fiscal year 2021 • EIN 20-8374445

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 02, 2022

Organization Profile

View Organization Page

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

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

78th percentile

41%

Higher net margin than 78% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

33rd percentile

$130,000

Higher top officer pay than 33% of similar nonprofits.

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

59th percentile

12%

Faster asset growth than 59% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

90th percentile

173%

Faster revenue growth than 90% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$32,941,919

Up $3,550,390 (+12%) from 2020

Net Assets

$32,941,919

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin78th percentile

Revenue

Up

$3,610,753

Up $2,288,613 (+173%) from 2020

Expenses

Down

$2,112,750

Down $77,047 (-3.5%) from 2020

Net Income

Up

$1,498,003

Up $2,365,660 (+273%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

2021

Assets$32,941,919
Liabilities$0
Net Assets$32,941,919
Open 2021 Filing

Operations Trend

Revenue Growth90th percentile

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

2021

Revenue$3,610,753
Expenses$2,112,750
Net Income$1,498,003
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 2, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN MCDONALDExecutive DiFT$125,000$5,000$130,000
STATE BANK TRUST COTrusteePT$73,410-$73,410
THOMAS M MCDONALDDistribution-$0--
MARSHALL T REYNOLDSDistribution-$0--
DR CHARLES H MCKOWN JRDistribution-$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
2022-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Trustax LLC
Address
6455 WHEATSTONE CT, MAUMEE, OH 43537
Preparer
Grant M Keune
Phone
4198685555
Raw XML Appendix360 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt09966969
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0OTHER INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt011083360
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0MUTUAL FUND 12B1 FEE REBATE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1PARTNERSHIP INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2PARTNERSHIP UBTI INCOME
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0616804
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0616804
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01498003
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt016285860
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02965749
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt04590
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt028200
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt014605
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0576
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0586
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01625636
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0487104
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02112750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03587143
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03610753
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0158576
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0487104
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0645690
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-01-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3300000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01002283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11910799
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-9707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3236999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-300000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0RBC SHORT A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1RBC LONG D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PARTNERSHIP SHORT GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PARTNERSHIP LONG GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SIMPSON ENERGY (WORTHLESS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02965749
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0992576
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01498003
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02052387
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt032941919
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt029391529
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt032941919
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01742476
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01742476
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01742476
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01785567
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt043091
IRS990PF/DistributableAmountGrp/TotalTaxAmt043091
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt038340
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt043091
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt043091
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt04751
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt038340
IRS990PF/FMVAssetsEOYAmt036283398
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt029391529
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt031443916
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt018586594
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt021907276
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt024132364
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt09889194
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt09966969
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt011083360
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01498003
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0915741
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01250929
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt023232636
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt011771592
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01785567
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt035711330
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt036255157
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0MCDONALD GROUP WEALTH MANAGEMENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MGT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt01301 E 9TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine2Txt0SUITE 3700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0CLEVELAND
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt35000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THOMAS M MCDONALD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARSHALL T REYNOLDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DR CHARLES H MCKOWN JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3BRIAN MCDONALD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4STATE BANK TRUST CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DISTRIBUTION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DISTRIBUTION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DISTRIBUTION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3EXECUTIVE DI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt059 WEST ST CLAIR AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11130 THIRTEENTH AVE
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11242623
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01461910
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01742476
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01625636
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01578750
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01461910
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CHARITABLE REGISTRATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER ADMINISTRATION EXPENSES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01286
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14286
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OtherIncomeSchedule2/OtherIncomeDetail/Desc1PARTNERSHIP INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc2PARTNERSHIP UBTI INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt04590
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04590
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-322
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt223932
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01475433
OtherIncreasesSchedule/OtherIncreasesDetail/Amt117379
OtherIncreasesSchedule/OtherIncreasesDetail/Amt2541535
OtherIncreasesSchedule/OtherIncreasesDetail/Amt318040
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CAPITAL ACCOUNT ADJUST
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1TAX REFUND - 2012
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2METHOD ADVISORS ESCROW RECEIPTS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc3PARTNERSHIP NON-TAXABLE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0417656
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1997
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CUSTODIAN EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0417656
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1997
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt1576
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX DEPOSITS
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0576
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STATE BANK TRUST CO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04197838950
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-02
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/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/PreparationDt02022-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GRANT M KEUNE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-11T08:10:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JAKYMA
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,941,919
Liabilities
$0
Net assets
$32,941,919
Revenue
$3,610,753
Expenses
$2,112,750
Net income
$1,498,003
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.1$0.00$29.1$2.86$2.66$0.20
2023Summary only. Only limited summary data is available for this year.$28.9$0.00$0.12$2.33$2.45
2022Detailed filing. Detailed filing data is available for this year.$31.4$0.00$31.4$0.71$2.29$1.58
2021Detailed filing. Detailed filing data is available for this year.$32.9$0.00$32.9$3.61$2.11$1.50
2020Summary only. Only limited summary data is available for this year.$29.4$0.00$1.32$2.19$0.87
2019Detailed filing. Detailed filing data is available for this year.$32.2$0.00$32.2$1.62$2.53$0.91
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.5$0.00$35.5$2.21$2.47$0.26
2015Summary only. Only limited summary data is available for this year.$25.5$0.00$1.89$2.40$0.50
2014Summary only. Only limited summary data is available for this year.$29.8$0.00$4.93$2.34$2.59
2013Summary only. Only limited summary data is available for this year.$29.6$0.00$1.97$2.28$0.31
2012Summary only. Only limited summary data is available for this year.$31.6$0.00$4.03$1.97$2.06
2011Summary only. Only limited summary data is available for this year.$29.2$0.00$2.17$2.04$0.13
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • $25M-$50M nonprofits