Civic Intelligence

Mildred L Herzberger Charitable

EIN 31-1435269 • Lancaster, OH

3040 West Point RoadLancaster, OH 43130
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2016

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2016

Net Margin

3rd percentile

-2469%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$1,893

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

<$500k nonprofits • Source year 2016

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-67%

Faster revenue growth than 13% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $449,860 (-100%) from 2015

Liabilities

Down

$0

Down $46 (-100%) from 2015

Net Assets

Down

$0

Down $449,814 (-100%) from 2015

Operations
Liabilities / Revenue66th percentileNet Margin3rd percentile

Revenue

Down

$14,967

Down $30,145 (-67%) from 2015

Expenses

Up

$384,438

Up $360,973 (+1538%) from 2015

Net Income

Down

-$369,471

Down $391,118 (-1807%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$600K$400K$200K$0Assets 2013: $409,109Liabilities 2013: $166Net Assets 2013: $408,9432013Assets 2014: $428,614Liabilities 2014: $447Net Assets 2014: $428,1672014Assets 2015: $449,860Liabilities 2015: $46Net Assets 2015: $449,8142015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2016

Assets$0
Liabilities$0
Net Assets$0
Open 2016 Filing

Operations Trend

Revenue Growth13th percentile

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

$400K$200K$0-$200K-$400KExpenses 2013: $22,9822013Revenue 2014: $42,718Expenses 2014: $23,495Net Income 2014: $19,2232014Revenue 2015: $45,112Expenses 2015: $23,465Net Income 2015: $21,6472015Revenue 2016: $14,967Expenses 2016: $384,438Net Income 2016: -$369,4712016

Highlighted filing

2016

Revenue$14,967
Expenses$384,438
Net Income-$369,471
Open 2016 Filing

Filings

Most recent year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$14,967
Expenses
$384,438
Net income
-$369,471
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.15$3.84$3.69
2015Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.45$0.23$0.22
2014Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.28$0.43$0.23$0.19
2013Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
May 12, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM J SITTERLEYTrusteePT$1,893-$1,893
Filing and Contact Details

Filer

Filer Name
Mildred L Herzberger Charitable
EIN
31-1435269
Phone
7405693040
Address
3040 WEST POINT ROAD, LANCASTER, OH 43130

Signing Officer

Name
William J Sitterley
Title
Trustee
Phone
7405693040
Signed
2016-05-12
Discuss with paid preparer
Yes

Preparer

Firm
John M Lester CPA
Address
408 NORTH COLUMBUS STREET, LANCASTER, OH 43130-3033
Preparer
Jon M Lester CPA
Phone
7406547761
Raw XML Appendix303 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2HEALTH CARE REIT INC - 215 SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3IVY ASSET STRATEGY - 171.821 SHARES
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM J SITTERLEY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ADD ON FILE WITH TRUSTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1P O BOX 869
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LANCASTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ATHENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd043130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd145701
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0377905
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/AppliedToCurrentYearAmt012893
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012893
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0657
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0566
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0583
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01031
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01020
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01020
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0373951
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0371114
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0657
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0566
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0583
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01031
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0384007
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0371114
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0374971
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03857
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LiquidationExplanationStmt/ExplanationTxt0ALL ASSETS WERE GIFTED TO THE OHIO UNIVERSITY FOUNDATION, PRIOR TO THE FISCAL YEAR END. OHIO UNIVERSITY FOUNDATION P O BOX 869 ATHENS, OHIO 45701 SEE ATTACHED STATEMENT OF GIFTED ASSETS TOTALING 359,905.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt080344
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFFERENCE BETWEEN COST & FMV OF GIFTING TO OU
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt058
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt058
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt046
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0EXCISE TAX PAYABLE
TaxesSchedule/TaxesDetail/Amt0147
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE INVESTMENT TAX
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM J SITTERLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07405693040
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILDRED L HERZBERGER CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MILD
ReturnHeader/Filer/EIN0311435269
ReturnHeader/Filer/PhoneNum07405693040
ReturnHeader/Filer/USAddress/AddressLine1Txt03040 WEST POINT ROAD
ReturnHeader/Filer/USAddress/CityNm0LANCASTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043130
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311739424
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN M LESTER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0408 NORTH COLUMBUS STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANCASTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0431303033
ReturnHeader/PreparerPersonGrp/PhoneNum07406547761
ReturnHeader/PreparerPersonGrp/PreparationDt02016-06-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JON M LESTER CPA
ReturnHeader/ReturnTs02016-06-02T17:53:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

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