Civic Intelligence

Henry a True Trust

990PF • Fiscal year 2014 • EIN 31-0679235

Jan 01, 2014 to Dec 31, 2014 • Filed on May 13, 2015

146 East Center StreetMarion, OH 43302

(740) 387-6000

Siviq Scores

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

Liabilities / Assets

40th percentile

0.01x

Higher debt load relative to assets than 40% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

66th percentile

0.18x

Higher debt load relative to revenue than 66% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

44th percentile

1.4%

Higher net margin than 44% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

44th percentile

$7,098

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

43rd percentile

0.3%

Faster asset growth than 43% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

85th percentile

50%

Faster revenue growth than 85% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$3,498,365

Up $9,891 (+0.3%) from 2013

Net Assets

Up

$3,459,154

Up $2,966 (+0.1%) from 2013

Liabilities

Up

$39,211

Up $6,925 (+21%) from 2013

Revenue

Up

$218,729

Up $72,682 (+50%) from 2013

Expenses

Up

$215,763

Up $27,298 (+14%) from 2013

Net Income

Up

$2,966

Up $45,384 (+107%) from 2013

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,684,532Liabilities 2010: $31,529Net Assets 2010: $3,653,0032010Assets 2011: $3,585,500Liabilities 2011: $30,603Net Assets 2011: $3,554,8972011Assets 2012: $3,528,411Liabilities 2012: $29,805Net Assets 2012: $3,498,6062012Assets 2013: $3,488,474Liabilities 2013: $32,286Net Assets 2013: $3,456,1882013Assets 2014: $3,498,365Liabilities 2014: $39,211Net Assets 2014: $3,459,1542014Assets 2015: $3,649,884Liabilities 2015: $37,769Net Assets 2015: $3,612,1152015Assets 2016: $3,557,840Liabilities 2016: $37,579Net Assets 2016: $3,520,2612016Assets 2017: $3,519,945Liabilities 2017: $32,607Net Assets 2017: $3,487,3382017Assets 2018: $3,537,324Liabilities 2018: $36,530Net Assets 2018: $3,500,7942018Assets 2019: $3,591,201Liabilities 2019: $37,417Net Assets 2019: $3,553,7842019Assets 2020: $3,576,301Liabilities 2020: $36,457Net Assets 2020: $3,539,8442020Assets 2021: $3,685,625Liabilities 2021: $35,663Net Assets 2021: $3,649,9622021Assets 2022: $3,566,782Liabilities 2022: $33,669Net Assets 2022: $3,533,1132022Assets 2023: $3,563,385Liabilities 2023: $34,491Net Assets 2023: $3,528,8942023Assets 2024: $3,616,534Liabilities 2024: $43,600Net Assets 2024: $3,572,9342024

Highlighted filing

2014

Assets$3,498,365
Liabilities$39,211
Net Assets$3,459,154

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $185,3642010Expenses 2011: $194,9392011Expenses 2012: $184,9872012Revenue 2013: $146,047Expenses 2013: $188,465Net Income 2013: -$42,4182013Revenue 2014: $218,729Expenses 2014: $215,763Net Income 2014: $2,9662014Revenue 2015: $352,452Expenses 2015: $197,792Net Income 2015: $154,6602015Revenue 2016: $108,884Expenses 2016: $200,608Net Income 2016: -$91,7242016Revenue 2017: $148,528Expenses 2017: $178,862Net Income 2017: -$30,3342017Revenue 2018: $222,565Expenses 2018: $209,109Net Income 2018: $13,4562018Revenue 2019: $255,066Expenses 2019: $202,076Net Income 2019: $52,9902019Revenue 2020: $177,525Expenses 2020: $191,465Net Income 2020: -$13,9402020Revenue 2021: $313,918Expenses 2021: $203,800Net Income 2021: $110,1182021Revenue 2022: $69,511Expenses 2022: $186,360Net Income 2022: -$116,8492022Revenue 2023: $184,350Expenses 2023: $188,569Net Income 2023: -$4,2192023Revenue 2024: $240,706Expenses 2024: $196,666Net Income 2024: $44,0402024

Highlighted filing

2014

Revenue$218,729
Expenses$215,763
Net Income$2,966
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 13, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN C BARTRAMTrustee-$7,098-$7,098
JOE D DONITHENTrustee-$7,098-$7,098
JANA L BARTRAMTrustee-$7,098-$7,098
Filing and Contact Details

Filer

Filer Name
Henry a True Trust
EIN
31-0679235
Phone
7403876000
Address
146 EAST CENTER STREET, MARION, OH 43302

Signing Officer

Name
John C Bartram
Title
Trustee
Phone
7403876000
Signed
2015-05-13

Preparer

Firm
Holbrook & Manter Inc
Address
181 E CENTER ST, MARION, OH 43302-3813
Preparer
Bradley H Ridge
Phone
7403878620
Raw XML AppendixShowing 400 of 663 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6STIFEL 1306 - LT COV
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8STIFEL 8177 - LT NON
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10STIFEL 8985 - ST NON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11STIFEL 8985 - LT NON
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07403876000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt26N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CHURCH OF THE BRETHREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1EMANUEL LUTHERAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2FOREST LAWN PRESBYTERIAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3HABITAT FOR HUMANITY MARI

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.62$0.04$3.57$0.24$0.20$0.04
2023Detailed filing. Detailed filing data is available for this year.$3.56$0.03$3.53$0.18$0.19$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.57$0.03$3.53$0.07$0.19$0.12
2021Detailed filing. Detailed filing data is available for this year.$3.69$0.04$3.65$0.31$0.20$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.58$0.04$3.54$0.18$0.19$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.59$0.04$3.55$0.26$0.20$0.05
2018Detailed filing. Detailed filing data is available for this year.$3.54$0.04$3.50$0.22$0.21$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.52$0.03$3.49$0.15$0.18$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.56$0.04$3.52$0.11$0.20$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.65$0.04$3.61$0.35$0.20$0.15
2014Detailed filing. Detailed filing data is available for this year.$3.50$0.04$3.46$0.22$0.22$0.00
2013Detailed filing. Detailed filing data is available for this year.$3.49$0.03$3.46$0.15$0.19$0.04
2012Detailed filing. Detailed filing data is available for this year.$3.53$0.03$3.50$0.18
2011Detailed filing. Detailed filing data is available for this year.$3.59$0.03$3.55$0.19
2010Detailed filing. Detailed filing data is available for this year.$3.68$0.03$3.65$0.19