Civic Intelligence

Jean E Vaughan Charitable Trust

990PF • Fiscal year 2020 • EIN 25-6042578

Jan 01, 2020 to Dec 31, 2020 • Filed on May 03, 2021

Organization Profile
PO Box 1558 Dept Ea5w86Columbus, OH 43216

(330) 742-7484

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

75th percentile

25%

Higher net margin than 75% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

64th percentile

$11,689

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 15.3% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

51st percentile

3.2%

Faster asset growth than 51% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

76th percentile

21%

Faster revenue growth than 76% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$586,364

Up $18,116 (+3.2%) from 2019

Net Assets

Up

$586,364

Up $18,116 (+3.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin75th percentile

Revenue

Up

$76,280

Up $13,154 (+21%) from 2019

Expenses

Up

$57,406

Up $5,875 (+11%) from 2019

Net Income

Up

$18,874

Up $7,279 (+63%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$800K$600K$400K$200K$0Assets 2015: $562,785Liabilities 2015: $0Net Assets 2015: $562,7852015Assets 2017: $553,600Liabilities 2017: $0Net Assets 2017: $553,6002017Assets 2019: $568,248Liabilities 2019: $0Net Assets 2019: $568,2482019Assets 2020: $586,364Liabilities 2020: $0Net Assets 2020: $586,3642020Assets 2022: $594,547Liabilities 2022: $0Net Assets 2022: $594,5472022Assets 2024: $670,639Liabilities 2024: $0Net Assets 2024: $670,6392024

Highlighted filing

2020

Assets$586,364
Liabilities$0
Net Assets$586,364
Open 2020 Filing

Operations Trend

Revenue Growth76th percentile

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

$150K$100K$50K$0-$50KRevenue 2015: $33,581Expenses 2015: $49,042Net Income 2015: -$15,4612015Revenue 2017: $29,354Expenses 2017: $50,652Net Income 2017: -$21,2982017Revenue 2019: $63,126Expenses 2019: $51,531Net Income 2019: $11,5952019Revenue 2020: $76,280Expenses 2020: $57,406Net Income 2020: $18,8742020Revenue 2022: $63,529Expenses 2022: $67,637Net Income 2022: -$4,1082022Revenue 2024: $134,367Expenses 2024: $64,752Net Income 2024: $69,6152024

Highlighted filing

2020

Revenue$76,280
Expenses$57,406
Net Income$18,874
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 3, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKTrusteeFT$11,689-$11,689
Filing and Contact Details

Filer

Filer Name
Jean E Vaughan Tua
EIN
25-6042578
Phone
3307427484
Address
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
3307427484
Signed
2021-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT ST 47TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence F Mcguire
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72WHOLE FOODS MARKET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73ALPHABET INC - CL A
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75BECTON DICKINSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77CHUBB LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78CISCO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79CROWN CASTLE INTL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81FACEBOOK INC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82LOCKHEED MARTIN CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83MASCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84OCCIDENTAL PETROLEUM CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88STRYKER CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90AMAZON.COM INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95PRICELINE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96AMERICAN EXPRESS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99DOLLAR TREE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102M &T BANK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103MICROSOFT CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106ROCKWELL AUTOMATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108VISA INC CLASS A SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109ECOLAB INC W/1 RT PER SHARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111HP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112ISHARES CORE S&P MID-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113ISHARES CORE S&P SMALL-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115THERMO FISHER SCIENTIFIC INC 1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116TRUIST FINANCIAL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118VANGUARD FTSE DEVELOPED MARKET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119023135106 AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120075887109 BECTON DICKINSON AND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12146625H100 JPMORGAN CHASE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122666807102 NORTHROP GRUMMAN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12389832Q109 TRUIST FINANCIAL COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124701094104 PARKER-HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125742718109 PROCTER GAMBLE CO/T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12791324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm128G1151C101 ACCENTURE LTD CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129H1467J104 CHUBB LIMITED
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131053015103 AUTOMATIC DATA PROCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13209247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133464287507 ISHARES CORE SP MID-
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13502079K305 ALPHABET INCORPORATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm136037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm137494368103 KIMBERLY-CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm138594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13967103H107 O'REILLY AUTOMOTIVE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141009158106 AIR PRODUCTS CHEMIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14221036P108 CONSTELLATION BRANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm143532457108 ELI LILLY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14470450Y103 PAYPAL HOLDINGS INCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm145713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm146907818108 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14714040H105 CAPITAL ONE FINANCIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14828176E108 EDWARDS LIFESCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14930231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15040168W483 GUGGENHEIM LIMITED D
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm151543916688 LORD ABBETT SHORT DU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm152693390841 PIMCO HIGH YIELD FUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm153922031760 VANGUARD HIGH-YIELD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm154437076102 HOME DEPOT INC/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm155291011104 EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15630303M102 FACEBOOK INC CL-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm157438516106 HONEYWELL INTERNATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm158452308109 ILLINOIS TOOL WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm159579780206 MCCORMICK INC/MD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16075513E101 RAYTHEON TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16191913Y100 VALERO ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16274340W103 PROLOGIS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16731428Q887 FEDERATED SELECT TOT
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm171580135101 MCDONALD S CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm174778296103 ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17592826C839 VISA INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm177882508104 TEXAS INSTRUMENTS IN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm181025816109 AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm182032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm183071813109 BAXTER INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm184171340102 CHURCH & DWIGHT CO I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18522822V101 CROWN CASTLE INTERNA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm186539830109 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm187693506107 PPG INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm188863667101 STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm189550021109 LULULEMON ATHLETICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19031428Q739 FEDERATED TOTAL RETU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19172201F490 PIMCO INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19274440B405 PGIM TOTAL RETURN BO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm193922031737 VANGUARD INFLATION-P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19489155T649 TOUCHSTONE MID CAP F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19546138E511 INVESCO PREFERRED ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm196031162100 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19711135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm198172062101 CINCINNATI FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19922160K105 COSTCO WHOLESALE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm200254687106 WALT DISNEY CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm201337738108 FISERV INC

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$586,364
Liabilities
$0
Net assets
$586,364
Revenue
$76,280
Expenses
$57,406
Net income
$18,874
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.71$0.00$6.71$1.34$0.65$0.70
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.95$0.00$5.95$0.64$0.68$0.04
2020Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.76$0.57$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.68$0.00$5.68$0.63$0.52$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.54$0.00$5.54$0.29$0.51$0.21
2015Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.34$0.49$0.15