Civic Intelligence

Joan C Edwards Charitable Foundation

990PF • Fiscal year 2024 • EIN 20-8374445

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 23, 2025

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.

2024 filings • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

15th percentile

0.00x

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Net Margin

53rd percentile

7.1%

Higher net margin than 53% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

30th percentile

$130,000

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2024 filings • $25M-$50M nonprofits • Source year 2024

Asset Growth

31st percentile

0.6%

Faster asset growth than 31% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$29,060,061

Up $170,069 (+0.6%) from 2023

Net Assets

$29,060,061

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin53rd percentile

Revenue

Up

$2,860,722

Up $2,977,361 (+2553%) from 2023

Expenses

Up

$2,657,496

Up $325,866 (+14%) from 2023

Net Income

Up

$203,226

Up $2,651,495 (+108%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2024

Assets$29,060,061
Liabilities$0
Net Assets$29,060,061
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2024

Revenue$2,860,722
Expenses$2,657,496
Net Income$203,226
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 23, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN MCDONALDExec Director / DFT$125,000$5,000$130,000
STATE BANK TRUST COTrusteePT$87,179-$87,179
MARSHALL T REYNOLDSDistribution-$0--
ELIZABETH HAMMERSDistribution-$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
2025-10-23
Discuss with paid preparer
Yes

Preparer

Firm
Trustax LLC
Address
571 LONGBOW DR SUITE A, MAUMEE, OH 43537
Preparer
Grant M Keune
Phone
4198685555
Raw XML Appendix390 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/AccountingFeesDetail/NetInvestmentIncomeAmt04400
AmortizationSchedule/AmortizationScheduleDetail/AmortizedExpensesDesc0BOND PREMIUM
AmortizationSchedule/AmortizationScheduleDetail/CurrentYearAmortizationAmt03823
AmortizationSchedule/AmortizationScheduleDetail/DeductionForPriorYearsAmt020918
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt03823
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt024741
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1MP 127 - NON TAXABLE INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2PARTNERSHIP INCOME
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0561329
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0203226
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt017823682
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt09153
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt013694
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02182440
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02153156
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt04210
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt04410
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt02749
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt037413
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt02079
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0504995
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0507075
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt010223
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt04382
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt014605
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt07180
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07180
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02064133
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0593362
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02657496
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02746518
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02860722
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0174580
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-01-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt010178567
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LAS VEGAS RV RESORTS PH LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ERMSLA - SIM WORTHLESS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4GWG WIND DOWN TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-31
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02182440
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt01337408
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0203226
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt033157
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt029093218
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt028889992
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt029060061
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02110617
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02110617
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02110617
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02140546
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt029929
IRS990PF/DistributableAmountGrp/TotalTaxAmt029929
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt049757
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt039686
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt040000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt029929
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt049757
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt029929
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt079686
IRS990PF/FMVAssetsEOYAmt048768326
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IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt06646
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt028889992
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt028889992
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt017850552
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0170069
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01180672
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0255432
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt028889992
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt028889992
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt029060061
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt043462870
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0608083
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt022230895
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0651943
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt020623892
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02140546
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt042810927
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt043462870
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/CompensationAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt25000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARSHALL T REYNOLDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELIZABETH HAMMERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BRIAN MCDONALD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3STATE BANK TRUST CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DISTRIBUTION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DISTRIBUTION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2EXEC DIR / D
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22075 STOKES BLVD 315
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HUNTINGTON
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IRS990ScheduleB/GeneralRuleInd0X
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LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt013076
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt1618
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt03923
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt1618
OtherDecreasesSchedule/OtherDecreasesDetail/Amt025889
OtherDecreasesSchedule/OtherDecreasesDetail/Amt17268
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OtherDecreasesSchedule/OtherDecreasesDetail/Desc1OTHER ADJUSTMENTS TO COST
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CHARITABLE REGISTRATION FEE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0387
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1387
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ADVISORY FEE REBATES
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MP 127 - NON TAXABLE INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc2PARTNERSHIP INCOME
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02749
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02749
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt113922
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt288001
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-67259
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1285
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CUSTODIAN EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2PAYROLL MANAGEMENT
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0503819
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1285
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt2891
TaxesSchedule/TaxesDetail/Amt07180
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX DEPOSITS
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt07180
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STATE BANK TRUST CO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04197838950
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-23
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/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341959490
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRUSTAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0571 LONGBOW DR SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAUMEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043537
ReturnHeader/PreparerPersonGrp/PhoneNum04198685555
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GRANT M KEUNE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-07T14:48:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,060,061
Liabilities
$0
Net assets
$29,060,061
Revenue
$2,860,722
Expenses
$2,657,496
Net income
$203,226
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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