Civic Intelligence

George a Ohl Jr Trust

990PF • Fiscal year 2016 • EIN 22-6024900

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 19, 2017

Organization Profile
1525 W Wt Harris Blvd D1114-044Charlotte, NC 28262

(855) 739-2921

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

12th percentile

-50%

Higher net margin than 12% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

57th percentile

$53,721

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 29.5% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

34th percentile

-2.3%

Faster asset growth than 34% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-30%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$3,739,597

Down $89,736 (-2.3%) from 2015

Net Assets

Down

$3,739,597

Down $89,736 (-2.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin12th percentile

Revenue

Down

$182,275

Down $78,497 (-30%) from 2015

Expenses

Down

$274,094

Down $79,794 (-23%) from 2015

Net Income

Up

-$91,819

Up $1,297 (+1.4%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,190,785Liabilities 2011: $02011Assets 2012: $3,983,696Liabilities 2012: $0Net Assets 2012: $3,983,6962012Assets 2013: $3,871,076Liabilities 2013: $0Net Assets 2013: $3,871,0762013Assets 2014: $3,916,077Liabilities 2014: $0Net Assets 2014: $3,916,0772014Assets 2015: $3,829,333Liabilities 2015: $0Net Assets 2015: $3,829,3332015Assets 2016: $3,739,597Liabilities 2016: $0Net Assets 2016: $3,739,5972016Assets 2018: $3,766,853Liabilities 2018: $0Net Assets 2018: $3,766,8532018Assets 2019: $3,644,099Liabilities 2019: $0Net Assets 2019: $3,644,0992019Assets 2020: $3,574,246Liabilities 2020: $0Net Assets 2020: $3,574,2462020Assets 2021: $3,599,424Liabilities 2021: $0Net Assets 2021: $3,599,4242021Assets 2022: $3,730,493Liabilities 2022: $0Net Assets 2022: $3,730,4932022Assets 2023: $3,731,649Liabilities 2023: $0Net Assets 2023: $3,731,6492023Assets 2024: $3,923,303Liabilities 2024: $0Net Assets 2024: $3,923,3032024

Highlighted filing

2016

Assets$3,739,597
Liabilities$0
Net Assets$3,739,597
Open 2016 Filing

Operations Trend

Revenue Growth15th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $118,942Expenses 2011: $332,317Net Income 2011: -$213,3752011Expenses 2012: $229,9242012Revenue 2013: $187,732Expenses 2013: $299,387Net Income 2013: -$111,6552013Revenue 2014: $361,324Expenses 2014: $308,360Net Income 2014: $52,9642014Revenue 2015: $260,772Expenses 2015: $353,888Net Income 2015: -$93,1162015Revenue 2016: $182,275Expenses 2016: $274,094Net Income 2016: -$91,8192016Revenue 2018: $311,738Expenses 2018: $285,186Net Income 2018: $26,5522018Revenue 2019: $231,429Expenses 2019: $284,579Net Income 2019: -$53,1502019Revenue 2020: $209,669Expenses 2020: $279,157Net Income 2020: -$69,4882020Revenue 2021: $320,636Expenses 2021: $294,277Net Income 2021: $26,3592021Revenue 2022: $407,894Expenses 2022: $275,504Net Income 2022: $132,3902022Revenue 2023: $258,802Expenses 2023: $255,169Net Income 2023: $3,6332023Revenue 2024: $459,773Expenses 2024: $268,927Net Income 2024: $190,8462024

Highlighted filing

2016

Revenue$182,275
Expenses$274,094
Net Income-$91,819
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 19, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGOCo-Trustee-$53,721-$53,721
BERNARD S BERKOWITZCo-Trustee-$10,823-$10,823
GENE R KORF ESQCo-Trustee-$10,770-$10,770
HANS DEKKERCo-Trustee-$10,769-$10,769
Filing and Contact Details

Filer

Filer Name
George a Ohl Jr Trust
EIN
22-6024900
Phone
8557392921
Address
1525 W WT HARRIS BLVD D1114-044, CHARLOTTE, NC 28262

Signing Officer

Name
-
Title
Trustee
Phone
8557392921
Signed
2017-04-19
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IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02147
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0199243
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0274094
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt094094
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72012-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82016-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92016-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102015-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112016-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122016-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132016-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142016-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152009-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162006-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172015-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182016-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192016-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202016-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212016-04-01

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,739,597
Liabilities
$0
Net assets
$3,739,597
Revenue
$182,275
Expenses
$274,094
Net income
-$91,819
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.46$0.27$0.19
2023Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.26$0.26$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.41$0.28$0.13
2021Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.32$0.29$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.21$0.28$0.07
2019Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.23$0.28$0.05
2018Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.31$0.29$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.18$0.27$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.26$0.35$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.36$0.31$0.05
2013Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.19$0.30$0.11
2012Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.23
2011Summary only. Only limited summary data is available for this year.$4.19$0.00$0.12$0.33$0.21