Civic Intelligence

Bud H Babcock Trust

990PF • Fiscal year 2021 • EIN 30-6081202

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 10, 2022

Organization Profile
4077 Clark AveWilloughby, OH 44094-6141

(440) 946-2040

Siviq Scores

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

Liabilities / Assets

89th percentile

0.56x

Higher debt load relative to assets than 89% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

99th percentile

22.88x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

5th percentile

-86%

Higher net margin than 5% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

48th percentile

$5,807

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 17.4% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

67th percentile

15%

Faster asset growth than 67% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

11th percentile

-29%

Faster revenue growth than 11% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$1,359,395

Up $180,181 (+15%) from 2020

Net Assets

Down

$597,334

Down $42,990 (-6.7%) from 2020

Liabilities

Up

$762,061

Up $223,171 (+41%) from 2020

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin5th percentile

Revenue

Down

$33,307

Down $13,425 (-29%) from 2020

Expenses

Up

$61,793

Up $23,065 (+60%) from 2020

Net Income

Down

-$28,486

Down $36,490 (-456%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2021

Assets$1,359,395
Liabilities$762,061
Net Assets$597,334
Open 2021 Filing

Operations Trend

Revenue Growth11th 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

2021

Revenue$33,307
Expenses$61,793
Net Income-$28,486
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 10, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gerald MerharTrusteePT$5,807-$5,807
Deanna ElsingTrusteePT$2,903-$2,903
Vicki MorleyTrusteePT$2,903-$2,903
Filing and Contact Details

Filer

Filer Name
Bud H Babcock Trust
EIN
30-6081202
Phone
4409462040
Address
4077 Clark Ave, Willoughby, OH 44094-6141

Signing Officer

Name
Gerald Merhar
Title
Trustee
Phone
4409462040
Signed
2022-08-10
Discuss with paid preparer
Yes

Preparer

Firm
Kolita & Company
Address
8039 BROADMOOR RD SUITE 15, MENTOR, OH 44060
Preparer
Tyler S Sandoval
Phone
4402058299
Raw XML Appendix391 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/RecipientPersonNm3Tennessee State University
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gerald Merhar
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04409462040
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bud H Babcock Trust
ReturnHeader/Filer/BusinessNameControlTxt0BUDH
ReturnHeader/Filer/EIN0306081202
ReturnHeader/Filer/PhoneNum04409462040
ReturnHeader/Filer/USAddress/AddressLine1Txt04077 Clark Ave
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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/PreparationDt02022-08-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TYLER S SANDOVAL
ReturnHeader/ReturnTs02022-08-10T12:43:05-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Gerald
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Merhar
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,359,395
Liabilities
$762,061
Net assets
$597,334
Revenue
$33,307
Expenses
$61,793
Net income
-$28,486
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