Civic Intelligence

Chiara Maria Levin Charitable Trust C/O Farmers National Bank Trustee

990PF • Fiscal year 2017 • EIN 26-1292964

Jan 01, 2017 to Dec 31, 2017 • Filed on May 03, 2018

Organization Profile
PO Box 28Danville, KY 40423-0028

(859) 238-0667

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

10th percentile

-49%

Higher net margin than 10% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

80th percentile

$3,879

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 19.4% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

39th percentile

-2.5%

Faster asset growth than 39% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

48th percentile

0.2%

Faster revenue growth than 48% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$378,946

Down $9,839 (-2.5%) from 2016

Net Assets

Down

$378,946

Down $9,839 (-2.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin10th percentile

Revenue

Up

$19,969

Up $30 (+0.2%) from 2016

Expenses

Up

$29,808

Up $1,235 (+4.3%) from 2016

Net Income

Down

-$9,839

Down $1,205 (-14%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$600K$400K$200K$0Assets 2010: $466,506Liabilities 2010: $195Net Assets 2010: $466,3112010Assets 2011: $453,085Liabilities 2011: $0Net Assets 2011: $453,0852011Assets 2012: $439,978Liabilities 2012: $0Net Assets 2012: $439,9782012Assets 2013: $426,438Liabilities 2013: $0Net Assets 2013: $426,4382013Assets 2014: $411,471Liabilities 2014: $0Net Assets 2014: $411,4712014Assets 2015: $397,419Liabilities 2015: $0Net Assets 2015: $397,4192015Assets 2016: $388,785Liabilities 2016: $0Net Assets 2016: $388,7852016Assets 2017: $378,946Liabilities 2017: $0Net Assets 2017: $378,9462017Assets 2018: $369,250Liabilities 2018: $0Net Assets 2018: $369,2502018Assets 2019: $364,079Liabilities 2019: $0Net Assets 2019: $364,0792019Assets 2020: $339,151Liabilities 2020: $0Net Assets 2020: $339,1512020Assets 2021: $362,042Liabilities 2021: $0Net Assets 2021: $362,0422021Assets 2022: $336,983Liabilities 2022: $0Net Assets 2022: $336,9832022Assets 2023: $326,414Liabilities 2023: $0Net Assets 2023: $326,4142023Assets 2024: $326,695Liabilities 2024: $0Net Assets 2024: $326,6952024

Highlighted filing

2017

Assets$378,946
Liabilities$0
Net Assets$378,946
Open 2017 Filing

Operations Trend

Revenue Growth48th percentile

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

$100K$50K$0-$50KExpenses 2010: $24,2502010Expenses 2011: $26,2942011Expenses 2012: $25,7262012Revenue 2013: $14,244Expenses 2013: $27,784Net Income 2013: -$13,5402013Revenue 2014: $15,527Expenses 2014: $30,494Net Income 2014: -$14,9672014Revenue 2015: $16,417Expenses 2015: $30,469Net Income 2015: -$14,0522015Revenue 2016: $19,939Expenses 2016: $28,573Net Income 2016: -$8,6342016Revenue 2017: $19,969Expenses 2017: $29,808Net Income 2017: -$9,8392017Revenue 2018: $21,502Expenses 2018: $31,198Net Income 2018: -$9,6962018Revenue 2019: $16,978Expenses 2019: $22,149Net Income 2019: -$5,1712019Revenue 2020: $12,256Expenses 2020: $37,184Net Income 2020: -$24,9282020Revenue 2021: $55,435Expenses 2021: $32,544Net Income 2021: $22,8912021Revenue 2022: $10,283Expenses 2022: $35,342Net Income 2022: -$25,0592022Revenue 2023: $21,379Expenses 2023: $31,948Net Income 2023: -$10,5692023Revenue 2024: $31,405Expenses 2024: $31,124Net Income 2024: $2812024

Highlighted filing

2017

Revenue$19,969
Expenses$29,808
Net Income-$9,839
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 3, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FARMERS NATIONAL BANKTrustee-$3,879-$3,879
Filing and Contact Details

Filer

Filer Name
Chiara Maria Levin Charitable Trust
EIN
26-1292964
Phone
8592380667
Address
PO BOX 28, DANVILLE, KY 40423-0028

Signing Officer

Name
Farmers National Bank
Title
Trustee
Phone
8592380667
Signed
2018-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Kerbaugh Rodes & Butler Pllc
Address
132 N SECOND ST, DANVILLE, KY 40422
Preparer
John B Rodes
Phone
8592363924
Raw XML Appendix333 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FARMERS NATIONAL BANK
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0FIVE PERCENT OF THE FAIR MARKET VALUE OF THE TRUST ASSETS SHALL BE PAID ANNUALLY TO THE CHARITABLE ORGANIZATIONS DESIGNATED BY THE GRANT COMMITTEE. APPROXIMATELY 50% WILL BE PAID TO THE UNIVERSITY OF MICHIGAN IN ANN ARBOR, MICHIGAN TO PROVIDE FOR UNDERGRADUATE SCHOLARSHIPS FOR STUDENTS FROM KENTUCKY ATTENDING THE UNIVERSITY OF MICHIGAN. THE REMAINDER OF THE ANNUAL PAYMENT WILL BE PAID TO CHARITABLE ORGANIZATIONS DEDICATED TO PREVENTING AND CURBING URBAN VIOLENCE.
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0TRUSTEE ADDRESS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DANVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0404230028
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0TRUSTEE
IRS990PF/StatementsRegardingActyGrp/PhoneNum08592380667
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012548
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16274
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt26274
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT THE CHIARA LEVIN SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT THE STREETSAFE PROGRAM OF THE BOSTON FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT THE GREENHOUSE17 PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF MICHIGAN CHIARA MARIA LEVIN SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE BOSTON FOUNDATION FBO THE STREETSAFE PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2GREENHOUSE17
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0524 SOUTH MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt175 ARLINGTON STREET 10TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 55190
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ANN ARBOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LEXINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0481042921
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102116
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd240555
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025096
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt025096
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025098
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0165
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01588
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0584
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02335
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0165
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01588
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0582
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025096
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02335
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02337
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt0288
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0288
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FARMERS NATIONAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08592380667
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHIARA MARIA LEVIN CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O FARMERS NATIONAL BANK TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0CHIA
ReturnHeader/Filer/EIN0261292964
ReturnHeader/Filer/PhoneNum08592380667
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 28
ReturnHeader/Filer/USAddress/CityNm0DANVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd0404230028
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId026B176D968F6C5AF7F0649EB8883C53C9DAB64C8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08D6B8871F8DFBF619502914980338880153F1563
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.43.213.82
ReturnHeader/FilingSecurityInformation/IPDt02018-05-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:44:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814719724
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KERBAUGH RODES & BUTLER PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0132 N SECOND ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DANVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040422
ReturnHeader/PreparerPersonGrp/PhoneNum08592363924
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN B RODES
ReturnHeader/ReturnTs02018-05-10T07:11:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$378,946
Liabilities
$0
Net assets
$378,946
Revenue
$19,969
Expenses
$29,808
Net income
-$9,839
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.31$0.31$0.00
2023Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.21$0.32$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.10$0.35$0.25
2021Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.55$0.33$0.23
2020Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.12$0.37$0.25
2019Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.17$0.22$0.05
2018Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.22$0.31$0.10
2017Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.20$0.30$0.10
2016Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.20$0.29$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.16$0.30$0.14
2014Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.16$0.30$0.15
2013Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.14$0.28$0.14
2012Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.26
2011Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.26
2010Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.66$0.24