Civic Intelligence

Walter & Audrey Deardoff Memorial Trust Fund

990PF • Fiscal year 2017 • EIN 31-1118082

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 14, 2017

Organization Profile
605 S River StreetFranklin, OH 45005

(937) 743-8100

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

20th percentile

-17%

Higher net margin than 20% of similar nonprofits.

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

Top Officer Pay

93rd percentile

$47,675

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 47.0% of source-year revenue.

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

Asset Growth

29th percentile

-8.7%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

36th percentile

-7.4%

Faster revenue growth than 36% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$191,732

Down $18,215 (-8.7%) from 2016

Net Assets

Down

$191,732

Down $17,069 (-8.2%) from 2016

Liabilities

Down

$0

Down $1,146 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin20th percentile

Revenue

Down

$101,532

Down $8,069 (-7.4%) from 2016

Expenses

Down

$118,601

Down $1,472 (-1.2%) from 2016

Net Income

Down

-$17,069

Down $6,597 (-63%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$1.5M$1.0M$500K$0Assets 2013: $243,344Liabilities 2013: $0Net Assets 2013: $243,3442013Assets 2014: $236,001Liabilities 2014: $6,310Net Assets 2014: $229,6912014Assets 2015: $222,958Liabilities 2015: $3,685Net Assets 2015: $219,2732015Assets 2016: $209,947Liabilities 2016: $1,146Net Assets 2016: $208,8012016Assets 2017: $191,732Liabilities 2017: $0Net Assets 2017: $191,7322017Assets 2018: $181,965Liabilities 2018: $0Net Assets 2018: $181,9652018Assets 2019: $178,107Liabilities 2019: $0Net Assets 2019: $178,1072019Assets 2020: $184,804Liabilities 2020: $0Net Assets 2020: $184,8042020Assets 2021: $200,321Liabilities 2021: $0Net Assets 2021: $200,3212021Assets 2023: $173,061Liabilities 2023: $1,071Net Assets 2023: $171,9902023Assets 2024: $972,986Liabilities 2024: $176Net Assets 2024: $972,8102024Assets 2025: $1,033,663Liabilities 2025: $4,345Net Assets 2025: $1,029,3182025

Highlighted filing

2017

Assets$191,732
Liabilities$0
Net Assets$191,732
Open 2017 Filing

Operations Trend

Revenue Growth36th percentile

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

$1.0M$500K$0-$500KExpenses 2013: $105,5542013Revenue 2014: $91,309Expenses 2014: $100,318Net Income 2014: -$9,0092014Revenue 2015: $89,530Expenses 2015: $99,948Net Income 2015: -$10,4182015Revenue 2016: $109,601Expenses 2016: $120,073Net Income 2016: -$10,4722016Revenue 2017: $101,532Expenses 2017: $118,601Net Income 2017: -$17,0692017Revenue 2018: $101,114Expenses 2018: $110,881Net Income 2018: -$9,7672018Revenue 2019: $104,244Expenses 2019: $108,102Net Income 2019: -$3,8582019Revenue 2020: $106,262Expenses 2020: $99,565Net Income 2020: $6,6972020Revenue 2021: $100,285Expenses 2021: $84,768Net Income 2021: $15,5172021Revenue 2023: $105,629Expenses 2023: $122,350Net Income 2023: -$16,7212023Revenue 2024: $936,499Expenses 2024: $135,959Net Income 2024: $800,5402024Revenue 2025: $196,993Expenses 2025: $140,618Net Income 2025: $56,3752025

Highlighted filing

2017

Revenue$101,532
Expenses$118,601
Net Income-$17,069
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 14, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER LEMONSExec DirectoFT$47,675-$47,675
ELIZABETH BUCHANANTrusteePT$0--
PEGGY DARRAGH JEROMOSTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Walter & Audrey Deardoff Memorial
EIN
31-1118082
Phone
9377438100
Address
605 S RIVER STREET, FRANKLIN, OH 45005

Signing Officer

Name
Elizabeth Buchanan
Title
Trustee
Phone
9377438100
Signed
2017-12-14
Discuss with paid preparer
Yes

Preparer

Firm
Gross & Co Licensed Bus Professionals
Address
1208 SUNSET ST, MIDDLETOWN, OH 45042-2890
Preparer
Nancy L Gross CPA
Phone
5134246035
Raw XML Appendix332 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/UndistributedIncomeGrp/TotalCorpusAmt0210111
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0105539
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0323463
LandEtcSchedule2/LandEtcGrp/BookValueAmt0122501
LandEtcSchedule2/LandEtcGrp/BookValueAmt113306
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0BUILDINGS & EQUIPMENT
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1LAND
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0445964
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt113306
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0136530
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt113306
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ACTIVITIES SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CHORUS SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ADVERTISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5CONFERENCE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6DUES AND SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7KITCHEN SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10CONTRACT LABOR
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11DONATIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc13LEVY PROMOTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc14UNREALIZED LOSS ON EQUITY SEC
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01462
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1685
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2212
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt336
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt425
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5185
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt61902
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt7896
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt8774
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt9222
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10163
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt114
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt126000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt139050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01462
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1685
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2212
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt336
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt425
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5185
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt61902
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7896
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt8774
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt9222
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt10163
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt114
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt126000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt139050
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt05702
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt13289
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2325
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt3708
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt410
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ACTIVITIES
OtherIncomeSchedule2/OtherIncomeDetail/Desc1DUES AND MEMBERSHIPS
OtherIncomeSchedule2/OtherIncomeDetail/Desc2DONATIONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc3ROOM RENTAL
OtherIncomeSchedule2/OtherIncomeDetail/Desc4OTHER
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05702
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt13289
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2325
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3708
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt410
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01146
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0941 TAX LIABILITY
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1SUTA & FUTA LIABILITIES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0210
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INDIRECT OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0210
TaxesSchedule/TaxesDetail/Amt0186
TaxesSchedule/TaxesDetail/Amt1316
TaxesSchedule/TaxesDetail/CategoryTxt0WARREN COUNTY TREASURER
TaxesSchedule/TaxesDetail/CategoryTxt1PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0186
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1316
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH BUCHANAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09377438100
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTER & AUDREY DEARDOFF MEMORIAL
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0311118082
ReturnHeader/Filer/PhoneNum09377438100
ReturnHeader/Filer/USAddress/AddressLine1Txt0605 S RIVER STREET
ReturnHeader/Filer/USAddress/CityNm0FRANKLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045005
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F5EF24B7F2211AA246C33F38F4C4B3B6AC7537AE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F5EF24B7F2211AA246C33F38F4C4B3B6AC7537AE
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311302040
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GROSS & CO LICENSED BUS PROFESSIONALS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01208 SUNSET ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLETOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0450422890
ReturnHeader/PreparerPersonGrp/PhoneNum05134246035
ReturnHeader/PreparerPersonGrp/PreparationDt02017-12-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NANCY L GROSS CPA
ReturnHeader/ReturnTs02018-01-10T08:14:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$191,732
Liabilities
$0
Net assets
$191,732
Revenue
$101,532
Expenses
$118,601
Net income
-$17,069
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.20$0.14$0.06
2024Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.94$0.14$0.80
2023Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.11$0.12$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.10$0.08$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.11$0.10$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.10$0.11$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.10$0.11$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.10$0.12$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.11$0.12$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.09$0.10$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.24$0.01$0.23$0.09$0.10$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.11