Civic Intelligence

Roemer Elrod Trust Fund For

EIN 31-1105985 • Bowling Green, KY

398 Lovers Lane ABowling Green, KY 42103
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

63rd percentile

9.0%

Higher net margin than 63% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2025

Asset Growth

54th percentile

-0.1%

Faster asset growth than 54% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

72nd percentile

21%

Faster revenue growth than 72% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$218,031

Down $266 (-0.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$218,031

Down $266 (-0.1%) from 2024

Revenue

Up

$12,277

Up $2,133 (+21%) from 2024

Expenses

Down

$11,171

Down $2,887 (-21%) from 2024

Net Income

Up

$1,106

Up $5,020 (+128%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $183,687Liabilities 2011: $0Net Assets 2011: $183,6872011Assets 2012: $181,690Liabilities 2012: $0Net Assets 2012: $181,6902012Assets 2013: $184,572Liabilities 2013: $0Net Assets 2013: $184,5722013Assets 2014: $186,445Liabilities 2014: $0Net Assets 2014: $186,4452014Assets 2015: $171,998Liabilities 2015: $0Net Assets 2015: $171,9982015Assets 2016: $167,617Liabilities 2016: $0Net Assets 2016: $167,6172016Assets 2017: $159,307Liabilities 2017: $0Net Assets 2017: $159,3072017Assets 2018: $151,468Liabilities 2018: $0Net Assets 2018: $151,4682018Assets 2019: $142,816Liabilities 2019: $0Net Assets 2019: $142,8162019Assets 2020: $134,357Liabilities 2020: $0Net Assets 2020: $134,3572020Assets 2021: $237,621Liabilities 2021: $0Net Assets 2021: $237,6212021Assets 2022: $235,910Liabilities 2022: $0Net Assets 2022: $235,9102022Assets 2023: $222,211Liabilities 2023: $0Net Assets 2023: $222,2112023Assets 2024: $218,297Liabilities 2024: $0Net Assets 2024: $218,2972024Assets 2025: $218,031Liabilities 2025: $0Net Assets 2025: $218,0312025

Highlighted filing

2025

Assets$218,031
Liabilities$0
Net Assets$218,031

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KExpenses 2011: $8,5442011Expenses 2012: $6,8492012Expenses 2013: $3,7762013Revenue 2014: $5,325Expenses 2014: $3,452Net Income 2014: $1,8732014Revenue 2015: $6,781Expenses 2015: $21,228Net Income 2015: -$14,4472015Revenue 2016: $5,109Expenses 2016: $9,490Net Income 2016: -$4,3812016Revenue 2017: $4,791Expenses 2017: $13,101Net Income 2017: -$8,3102017Revenue 2018: $5,211Expenses 2018: $13,050Net Income 2018: -$7,8392018Revenue 2019: $5,122Expenses 2019: $13,774Net Income 2019: -$8,6522019Revenue 2020: $5,803Expenses 2020: $14,262Net Income 2020: -$8,4592020Revenue 2021: $117,467Expenses 2021: $14,203Net Income 2021: $103,2642021Revenue 2022: $13,192Expenses 2022: $13,750Net Income 2022: -$5582022Revenue 2023: $351Expenses 2023: $14,050Net Income 2023: -$13,6992023Revenue 2024: $10,144Expenses 2024: $14,058Net Income 2024: -$3,9142024Revenue 2025: $12,277Expenses 2025: $11,171Net Income 2025: $1,1062025

Highlighted filing

2025

Revenue$12,277
Expenses$11,171
Net Income$1,106

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.12$0.11$0.01
2024Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.10$0.14$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.00$0.14$0.14
2022Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.13$0.14$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$1.17$0.14$1.03
2020Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.06$0.14$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.05$0.14$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.05$0.13$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.05$0.13$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.05$0.09$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.07$0.21$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.05$0.03$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Aug 4, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANKLIN BANK TRUST COMPANYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Roemer Elrod Trust Fund for
EIN
31-1105985
Phone
2709014384
Address
398 LOVERS LANE A, BOWLING GREEN, KY 42103

Signing Officer

Name
Guy Waggoner
Title
Sr Trust Officer
Phone
2709014398
Signed
2025-08-04
Discuss with paid preparer
Yes

Preparer

Firm
Cri Advisors LLC
Address
922 STATE STREET SUITE 100, BOWLING GREEN, KY 42101
Preparer
Shelly G Compton
Phone
2707820700
Raw XML Appendix293 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/AddressLine1Txt0600 BILL FERGUSON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 1611
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21818 US 31 W BYPASS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOWLING GREEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOWLING GREEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BOWLING GREEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd042101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd142102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd242101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07020
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt08933
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012445
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08933
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt01087
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012445
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt010020
OtherDecreasesSchedule/OtherDecreasesDetail/Amt082
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11290
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAX EXPENSE
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1CHANGE IN COST BASIS DUE TO PREMIUMS AND OID
TaxesSchedule/TaxesDetail/Amt0228
TaxesSchedule/TaxesDetail/Amt198
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0228
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt198
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GUY WAGGONER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SR TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02709014398
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROEMER ELROD TRUST FUND FOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0THE HANDICAPPED
ReturnHeader/Filer/BusinessNameControlTxt0ROEM
ReturnHeader/Filer/EIN0311105985
ReturnHeader/Filer/PhoneNum02709014384
ReturnHeader/Filer/USAddress/AddressLine1Txt0398 LOVERS LANE A
ReturnHeader/Filer/USAddress/CityNm0BOWLING GREEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd042103
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0994625061
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CRI ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0922 STATE STREET SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOWLING GREEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd042101
ReturnHeader/PreparerPersonGrp/PhoneNum02707820700
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHELLY G COMPTON
ReturnHeader/ReturnTs02025-08-14T10:40:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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