Civic Intelligence

Walter & Audrey Deardoff Memorial Trust Fund

990PF • Fiscal year 2021 • EIN 31-1118082

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 23, 2021

65 S River StreetFranklin, OH 45005

(513) 891-6050

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

59th percentile

15%

Higher net margin than 59% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

91st percentile

$35,524

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 35.4% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

58th percentile

8.4%

Faster asset growth than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

40th percentile

-5.6%

Faster revenue growth than 40% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$200,321

Up $15,517 (+8.4%) from 2020

Net Assets

Up

$200,321

Up $15,517 (+8.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$100,285

Down $5,977 (-5.6%) from 2020

Expenses

Down

$84,768

Down $14,797 (-15%) from 2020

Net Income

Up

$15,517

Up $8,820 (+132%) from 2020

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

2021

Assets$200,321
Liabilities$0
Net Assets$200,321

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

2021

Revenue$100,285
Expenses$84,768
Net Income$15,517
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 23, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charlene NewmanExecutive DirectorFT$33,035$2,489$35,524
Elizabeth BuchananTrusteePT$0--
Peggy Darragh JeromosTrusteePT$0--
Susan HornerTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Walter & Audrey Deardoff Memorial
EIN
31-1118082
Address
65 S River Street, Franklin, OH 45005

Signing Officer

Name
Elizabeth Buchanan
Title
Trustee
Phone
9377438100
Signed
2021-10-23
Discuss with paid preparer
Yes

Preparer

Firm
Summit Financial Group Inc
Address
101 Commerce Drive, Loveland, OH 45140
Preparer
Nancy L Gross CPA
Phone
5138916050
Raw XML AppendixShowing 400 of 470 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/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt204
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt307
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt411a
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt511b
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Participants in craft activities pay for supplies used
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1Dues enable qualified elderly to socialize on the premises
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2Earnings enable the organization to maintain facilities
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt3Income provides facilities for safety of the elderly
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt4Donations provide supplies for elderly activities
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt5Rental provides facilities for member events
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Elizabeth Buchanan
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03753 Stonebarn Court
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Franklin
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd045005
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09377438100
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.deardoffseniorcenter.org
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NA
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NA
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt05034
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05034
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt064889
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt064889
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt069923
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt064889
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt064889
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0380652
LandEtcSchedule2/LandEtcGrp/BookValueAmt082568
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Land buildings and equipment bas
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0463220
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt082568
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0100
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0100
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt90
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt100
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt130
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt140
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Supplies for Activities
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Advertising
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Room Rental Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Newspapers
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Dues and Subscriptions
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Bonding - Trustees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7Food Drinks and Water
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8Kitchen Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10Office Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11Toner
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12Other Office Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc13Office Equipment
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc14Meals and Entertainment
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc15Unrealized loss on investments
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0632
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1882
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2200
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt360
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt492
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt550
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6188
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt7589
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt8173
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt9902
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10560
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11532
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12615
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13778
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14111
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt151814
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt90
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt130
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt140
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0632
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1882
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt360
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt492
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt550
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6188
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7589
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt8173
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt9902
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt10560

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