Civic Intelligence

Marjorie E Hart Trust

990PF • Fiscal year 2023 • EIN 31-1428420

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2023

Organization Profile
PO Box 284Wellston, OH 45692

(740) 286-1063

Siviq Scores

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

Liabilities / Assets

65th percentile

0.00x

Higher debt load relative to assets than 65% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

86th percentile

0.15x

Higher debt load relative to revenue than 86% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

96th percentile

89%

Higher net margin than 96% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

55th percentile

1.9%

Faster asset growth than 55% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

55th percentile

8.1%

Faster revenue growth than 55% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$399,444

Up $7,630 (+1.9%) from 2022

Net Assets

Up

$398,288

Up $7,424 (+1.9%) from 2022

Liabilities

Up

$1,156

Up $206 (+22%) from 2022

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin96th percentile

Revenue

Up

$7,635

Up $573 (+8.1%) from 2022

Expenses

Down

$861

Down $789 (-48%) from 2022

Net Income

Up

$6,774

Up $1,362 (+25%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$600K$400K$200K$0Assets 2020: $383,843Liabilities 2020: $54Net Assets 2020: $383,7892020Assets 2021: $386,415Liabilities 2021: $850Net Assets 2021: $385,5652021Assets 2022: $391,814Liabilities 2022: $950Net Assets 2022: $390,8642022Assets 2023: $399,444Liabilities 2023: $1,156Net Assets 2023: $398,2882023Assets 2024: $406,718Liabilities 2024: $1,184Net Assets 2024: $405,5342024

Highlighted filing

2023

Assets$399,444
Liabilities$1,156
Net Assets$398,288
Open 2023 Filing

Operations Trend

Revenue Growth55th percentile

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

$10K$5.0K$0Revenue 2020: $2,768Expenses 2020: $500Net Income 2020: $2,2682020Revenue 2021: $3,110Expenses 2021: $1,350Net Income 2021: $1,7602021Revenue 2022: $7,062Expenses 2022: $1,650Net Income 2022: $5,4122022Revenue 2023: $7,635Expenses 2023: $861Net Income 2023: $6,7742023Revenue 2024: $9,634Expenses 2024: $2,255Net Income 2024: $7,3792024

Highlighted filing

2023

Revenue$7,635
Expenses$861
Net Income$6,774
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2023
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kyle R GillilandTrustee-$0--
Douglas R JonesTrustee-$0--
Wendy R HenryTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Marjorie Hart Trust
EIN
31-1428420
Address
PO Box 284, Wellston, OH 45692

Signing Officer

Name
Kyle Gilliland
Title
Trustee
Phone
7403845440
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Adams Moore and Adams LLC
Address
210 PEARL ST, JACKSON, OH 45640
Preparer
Randall R Adams
Phone
7402861063
Raw XML Appendix227 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0306967
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Kyle R Gilliland
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Kyle R Gilliland
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt023 E Broadway Street
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Kyle R Gilliland
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07403845440
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Any senior who is attending Wellston High School
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0500
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Professional Fee
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0761
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OtherIncreasesSchedule/OtherIncreasesDetail/Amt0650
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OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Federal Tax Payable
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0106
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/CategoryTxt0Ohio Charitable Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kyle Gilliland
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07403845440
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Marjorie Hart Trust
ReturnHeader/Filer/BusinessNameControlTxt0MARJ
ReturnHeader/Filer/EIN0311428420
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 284
ReturnHeader/Filer/USAddress/CityNm0Wellston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045692
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0843452336
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Adams Moore and Adams LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0210 PEARL ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045640
ReturnHeader/PreparerPersonGrp/PhoneNum07402861063
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Randall R Adams
ReturnHeader/ReturnTs02024-11-15T16:28:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$399,444
Liabilities
$1,156
Net assets
$398,288
Revenue
$7,635
Expenses
$861
Net income
$6,774
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.07$0.01$4.06$0.10$0.02$0.07
2023Detailed filing. Detailed filing data is available for this year.$3.99$0.01$3.98$0.08$0.01$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.92$0.01$3.91$0.07$0.02$0.05
2021Detailed filing. Detailed filing data is available for this year.$3.86$0.01$3.86$0.03$0.01$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.03$0.01$0.02