Civic Intelligence

Walter & Audrey Deardoff Memorial Trust Fund

990PF • Fiscal year 2019 • EIN 31-1118082

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 14, 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

35th percentile

-3.7%

Higher net margin than 35% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$48,041

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 46.1% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

41st percentile

-2.1%

Faster asset growth than 41% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

55th percentile

3.1%

Faster revenue growth than 55% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$178,107

Down $3,858 (-2.1%) from 2018

Net Assets

Down

$178,107

Down $3,858 (-2.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$104,244

Up $3,130 (+3.1%) from 2018

Expenses

Down

$108,102

Down $2,779 (-2.5%) from 2018

Net Income

Up

-$3,858

Up $5,909 (+60%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$178,107
Liabilities$0
Net Assets$178,107

Operations Trend

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

2019

Revenue$104,244
Expenses$108,102
Net Income-$3,858
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 14, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER LEMONSExec DirectoFT$48,041-$48,041
ELIZABETH BUCHANANTrusteePT$0--
PEGGY DARRAGH JEROMOSTrusteePT$0--
SUSAN E HORNERTrusteePT$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
2019-11-14
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
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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/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.DEARDOFFSENIORCENTER.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt096925
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0104572
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0105539
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0401227
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt094191
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt096925
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0104572
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0105539
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt094191
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt094191
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0401227
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0307036
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0351330
LandEtcSchedule2/LandEtcGrp/BookValueAmt094634
LandEtcSchedule2/LandEtcGrp/BookValueAmt113306
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0BUILDINGS & EQUIPMENT
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1LAND
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0445964
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt113306
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0397
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0397
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ACTIVITIES SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NEWSPAPERS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ADVERTISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5DUES AND SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6KITCHEN SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9FOOD, DRINKS, AND WATER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10TONER/PRINTER INK
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11OTHER OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12CHAMBER MEETINGS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc13OFFICE EQUIPMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc14MEALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc15ROOM RENTAL EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc16ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02767
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1124
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2196
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt349
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4280
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt51478
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt61025
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt7549
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt81740
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt9619
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10148
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1148
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1279
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13612
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14395
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt152
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02767
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1124
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2196
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt349
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4280
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51478
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt61025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7549
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt81740
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt9619
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt10148
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1148
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1279
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13612
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14395
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt152
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01411
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt13232
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt21346
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt35965
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt4640
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt5541
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ACTIVITIES
OtherIncomeSchedule2/OtherIncomeDetail/Desc1DUES AND MEMBERSHIPS
OtherIncomeSchedule2/OtherIncomeDetail/Desc2UNREALIZED INVESTMENT GAIN
OtherIncomeSchedule2/OtherIncomeDetail/Desc3DONATIONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc4ROOM RENTAL
OtherIncomeSchedule2/OtherIncomeDetail/Desc5OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01346
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01411
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt13232
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt21346
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt35965
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4640
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt5541
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0941 TAX LIABILITY
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1SUTA & FUTA LIABILITIES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0602
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1254
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0WEBSITE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1OTHER
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0602
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt1254
TaxesSchedule/TaxesDetail/Amt0186
TaxesSchedule/TaxesDetail/Amt13675
TaxesSchedule/TaxesDetail/Amt2137
TaxesSchedule/TaxesDetail/Amt3198
TaxesSchedule/TaxesDetail/CategoryTxt0REAL ESTATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1PAYROLL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2EMPLOYMENT COMPENSATION
TaxesSchedule/TaxesDetail/CategoryTxt3OTHER TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0186
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt13675
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt2137
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt3198
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH BUCHANAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09377438100
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
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/AtSubmissionCreationDeviceId013BFA67F000A13C3474701D71F0C7D62825167DC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId013BFA67F000A13C3474701D71F0C7D62825167DC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.60.67.178
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm008:54:25
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/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NANCY L GROSS CPA
ReturnHeader/ReturnTs02019-11-14T08:54:25-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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