Civic Intelligence

Guernsey Foundation

990PF • Fiscal year 2016 • EIN 23-7059684

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

1224 Alton Darby Creek Rd Ste GColumbus, OH 43228

(614) 864-2409

Siviq Scores

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

Liabilities / Assets

60th percentile

0.01x

Higher debt load relative to assets than 60% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

84th percentile

0.13x

Higher debt load relative to revenue than 84% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

8th percentile

-52%

Higher net margin than 8% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

42nd percentile

-1.6%

Faster asset growth than 42% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

100th percentile

3536%

Faster revenue growth than 100% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$281,124

Down $4,588 (-1.6%) from 2015

Net Assets

Down

$279,600

Down $4,757 (-1.7%) from 2015

Liabilities

Up

$1,524

Up $169 (+12%) from 2015

Revenue

Up

$11,634

Up $11,314 (+3536%) from 2015

Expenses

Down

$17,633

Down $2,841 (-14%) from 2015

Net Income

Up

-$5,999

Up $14,155 (+70%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $340,396Liabilities 2010: $448Net Assets 2010: $339,9482010Assets 2012: $325,253Liabilities 2012: $2,875Net Assets 2012: $322,3782012Assets 2013: $349,823Liabilities 2013: $1,750Net Assets 2013: $348,0732013Assets 2014: $306,494Liabilities 2014: $1,783Net Assets 2014: $304,7112014Assets 2015: $285,712Liabilities 2015: $1,355Net Assets 2015: $284,3572015Assets 2016: $281,124Liabilities 2016: $1,524Net Assets 2016: $279,6002016Assets 2020: $191,063Liabilities 2020: $1,824Net Assets 2020: $189,2392020Assets 2021: $328,285Liabilities 2021: $0Net Assets 2021: $328,2852021

Highlighted filing

2016

Assets$281,124
Liabilities$1,524
Net Assets$279,600

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $2,273Expenses 2010: $19,310Net Income 2010: -$17,0372010Revenue 2012: $4,806Expenses 2012: $17,566Net Income 2012: -$12,7602012Revenue 2013: $41,455Expenses 2013: $15,761Net Income 2013: $25,6942013Revenue 2014: $15,861Expenses 2014: $59,223Net Income 2014: -$43,3622014Revenue 2015: $320Expenses 2015: $20,474Net Income 2015: -$20,1542015Revenue 2016: $11,634Expenses 2016: $17,633Net Income 2016: -$5,9992016Revenue 2020: $21,966Expenses 2020: $9,266Net Income 2020: $12,7002020Revenue 2021: $35,524Expenses 2021: $9,156Net Income 2021: $26,3682021

Highlighted filing

2016

Revenue$11,634
Expenses$17,633
Net Income-$5,999
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BLAINE CROSSERTrustee-$0--
CLARK VILTERTrustee-$0--
DR JOHN MOZIERTrustee-$0--
DAVID TROTTERPresident-$0--
Filing and Contact Details

Filer

Filer Name
Guernsey Foundation
EIN
23-7059684
Phone
6148642409
Address
1224 ALTON DARBY CREEK RD STE G, COLUMBUS, OH 43228

Signing Officer

Name
David Trotter
Title
President
Phone
6148642409
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Blankenbecler Advisors Inc
Address
501 MORRISON RD STE 201, GAHANNA, OH 43230-3314
Preparer
Mark Massarella CPA
Phone
6144757560
Raw XML Appendix355 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SELECT UMA ACCT-MORGAN STANLEY
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0141
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BLAINE CROSSER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CLARK VILTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DR JOHN MOZIER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DAVID TROTTER
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DAVID TROTTER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06148642409
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.USGUERNSEY.COM/FOUNDATION
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0RESEARCH PROJECT-GENOMIC
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0SCHOLARSHIP GRANTS FOR UNDERGRADUATE STUDIES
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt01405
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt01000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3285
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3RESEARCH GENOMIC-ANIMAL TESTING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GENESEEK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN GUERSNEY ASSN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ALYSSA NUTTLEMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1CARA TROTTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3AFFILIATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04131 N 48TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1N 5725 COUNTY HWY DE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2222 MARTIN SCHOOL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31224 ALTON DARBY CREEK RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LINCOLN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BANGOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ENON VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3COLUMBUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd068504
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd154614
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd216120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd343228
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02405
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0AMERICAN GUERNSEY ASSN
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc0501(C) (5)
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0AFFILIATED
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/InvolvedAmt03000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/InvolvedAmt14477
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/InvolvedAmt2285
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/LineNumberTxt01b(4)
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/LineNumberTxt11b(4)
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/LineNumberTxt21b(6)
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/NoncharitableExemptOrgName/BusinessNameLine1Txt0AMERICAN GUERNSEY ASSN
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/NoncharitableExemptOrgName/BusinessNameLine1Txt1AMERICAN GUERNSEY ASSN
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/NoncharitableExemptOrgName/BusinessNameLine1Txt2AMERICAN GUERNSEY ASSN
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/TransfersTransAndShrArrngmDesc0ADMINISTRATIVE FEE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/TransfersTransAndShrArrngmDesc1APPRAISAL FEES
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/TransfersTransAndShrArrngmDesc2GENOMIC PROJECT-TESTING ANIMALS
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt013817
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013817
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt025789
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt026756
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0967
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt025789
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014784
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0967
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt026756
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt025789
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADMINSTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ADVERTISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4APPRAISAL EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5FEDERAL INCOME TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6OHIO SEC OF STATE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12592
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt24192
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02680
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02680
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22592
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt34192
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4100
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01242
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN (LOSS)
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01355
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0FUNDS DUE AFFILIATE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1FEDERAL INCOME TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01355
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt1169
TaxesSchedule/TaxesDetail/Amt0169
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0169
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID TROTTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06148642409
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GUERNSEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GUER
ReturnHeader/Filer/EIN0237059684
ReturnHeader/Filer/PhoneNum06148642409
ReturnHeader/Filer/USAddress/AddressLine1Txt01224 ALTON DARBY CREEK RD STE G
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043228
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08EC828D59FC4C0A8C45C440F1083B706F7B0D5E6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08EC828D59FC4C0A8C45C440F1083B706F7B0D5E6
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311262945
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLANKENBECLER ADVISORS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0501 MORRISON RD STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GAHANNA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0432303314
ReturnHeader/PreparerPersonGrp/PhoneNum06144757560
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK MASSARELLA CPA
ReturnHeader/ReturnTs02017-09-18T16:15:51-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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