Civic Intelligence

Bud H Babcock Trust

990PF • Fiscal year 2017 • EIN 30-6081202

Jan 01, 2017 to Dec 31, 2017 • Filed on May 02, 2018

Organization Profile
4077 Clark AvenueWilloughby, OH 44094

(440) 946-2040

Siviq Scores

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

Liabilities / Assets

77th percentile

0.33x

Higher debt load relative to assets than 77% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

99th percentile

15.58x

Higher debt load relative to revenue than 99% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

8th percentile

-57%

Higher net margin than 8% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

49th percentile

2.1%

Faster asset growth than 49% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2014 to 2017

Revenue Growth

63rd percentile

12%

Faster revenue growth than 63% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2014 to 2017

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$1,063,123

Up $65,198 (+6.5%) from 2014

Net Assets

Down

$711,206

Down $87,647 (-11%) from 2014

Liabilities

Up

$351,917

Up $152,845 (+77%) from 2014

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin8th percentile

Revenue

Up

$22,581

Up $6,418 (+40%) from 2014

Expenses

Up

$35,390

Up $10,685 (+43%) from 2014

Net Income

Down

-$12,809

Down $4,267 (-50%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$1.5M$1.0M$500K$0Assets 2014: $997,925Liabilities 2014: $199,072Net Assets 2014: $798,8532014Assets 2017: $1,063,123Liabilities 2017: $351,917Net Assets 2017: $711,2062017Assets 2020: $1,179,214Liabilities 2020: $538,890Net Assets 2020: $640,3242020Assets 2021: $1,359,395Liabilities 2021: $762,061Net Assets 2021: $597,3342021Assets 2022: $1,205,901Liabilities 2022: $541,730Net Assets 2022: $664,1712022Assets 2023: $1,250,479Liabilities 2023: $545,436Net Assets 2023: $705,0432023

Highlighted filing

2017

Assets$1,063,123
Liabilities$351,917
Net Assets$711,206
Open 2017 Filing

Operations Trend

Revenue Growth63rd percentile

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

$150K$100K$50K$0-$50KRevenue 2014: $16,163Expenses 2014: $24,705Net Income 2014: -$8,5422014Revenue 2017: $22,581Expenses 2017: $35,390Net Income 2017: -$12,8092017Revenue 2020: $46,732Expenses 2020: $38,728Net Income 2020: $8,0042020Revenue 2021: $33,307Expenses 2021: $61,793Net Income 2021: -$28,4862021Revenue 2022: $120,323Expenses 2022: $41,944Net Income 2022: $78,3792022Revenue 2023: $94,502Expenses 2023: $53,859Net Income 2023: $40,6432023

Highlighted filing

2017

Revenue$22,581
Expenses$35,390
Net Income-$12,809
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 2, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERALD MERHARTrusteePT$0--
SUSAN ROSEUMTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Bud H Babcock Trust
EIN
30-6081202
Phone
4409462040
Address
4077 CLARK AVENUE, WILLOUGHBY, OH 44094

Signing Officer

Name
Gerald Merhar
Title
Trustee
Signed
2018-05-02
Discuss with paid preparer
No

Preparer

Firm
Kolita & Company
Address
8039 BROADMOOR RD SUITE 15, MENTOR, OH 44060
Preparer
Tyler S Sandoval
Phone
4402058299
Raw XML Appendix294 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd244094
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd344115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd445607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd544115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd692866
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd744095
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd815236
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd944094
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt023149
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0-117
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt023149
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0STATE OF OHIO FILING FEE
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0200
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt1891
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INESTMENT ACCOUNT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010276
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010276
OtherIncreasesSchedule/OtherIncreasesDetail/Amt06103
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CLOSING ENTRY
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0249259
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0UNREALIZED GAIN/LOSS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0351917
TaxesSchedule/TaxesDetail/Amt0181
TaxesSchedule/TaxesDetail/Amt1168
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0181
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1168
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0GERALD MERHAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BUD H BABCOCK TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BUDH
ReturnHeader/Filer/EIN0306081202
ReturnHeader/Filer/PhoneNum04409462040
ReturnHeader/Filer/USAddress/AddressLine1Txt04077 CLARK AVENUE
ReturnHeader/Filer/USAddress/CityNm0WILLOUGHBY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044094
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DE4ECDB22B7FE72C4A6D0A945D17E81BED28473C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DE4ECDB22B7FE72C4A6D0A945D17E81BED28473C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.219.44.42
ReturnHeader/FilingSecurityInformation/IPDt02018-05-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm018:30:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352482561
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOLITA & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08039 BROADMOOR RD SUITE 15
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MENTOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044060
ReturnHeader/PreparerPersonGrp/PhoneNum04402058299
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TYLER S SANDOVAL
ReturnHeader/ReturnTs02018-05-11T02:31:14-00:00
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
$1,063,123
Liabilities
$351,917
Net assets
$711,206
Revenue
$22,581
Expenses
$35,390
Net income
-$12,809
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.25$0.55$0.71$0.09$0.05$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.21$0.54$0.66$0.12$0.04$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.36$0.76$0.60$0.03$0.06$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.54$0.64$0.05$0.04$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.06$0.35$0.71$0.02$0.04$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.00$0.20$0.80$0.02$0.02$0.01