Mildred L Herzberger Charitable Trust

990PF • Fiscal year 2015 • EIN 31-1435269

Jun 01, 2014 to May 31, 2015 • Filed on Jul 14, 2015

Organization Profile

3040 West Point RoadLancaster, OH 43130

(740) 569-3040

Siviq Scores

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

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

48%

Higher net margin than 91% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

$2,194

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

5.0%

Faster asset growth than 60% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

5.6%

Faster revenue growth than 59% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets60th percentile

Assets

$449,860

Up $21,246 (+5.0%) from 2014

Net Assets

$449,814

Up $21,647 (+5.1%) from 2014

Liabilities

Down

$46

Down $401 (-90%) from 2014

Revenue And Expenses

Liabilities / Revenue60th percentile Net Margin91st percentile

Revenue

$45,112

Up $2,394 (+5.6%) from 2014

Expenses

Down

$23,465

Down $30 (-0.1%) from 2014

Net Income

$21,647

Up $2,424 (+13%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

Highlighted filing

2015

Assets$449,860

Liabilities$46

Net Assets$449,814

Open 2015 Filing

Operations Trend

Revenue Growth59th percentile

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

Highlighted filing

2015

Revenue$45,112

Expenses$23,465

Net Income$21,647

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Jun 1, 2014 to May 31, 2015
Signed: Jul 14, 2015
Return Version: 2014v5.0

Compensation and Service Providers

Top Officer Pay78th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
WILLIAM J SITTERLEY	Trustee	PT	$2,194	-	$2,194

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 Sitterley
Title: Trustee
Phone: 7405693040
Signed: 2015-07-14
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 Appendix288 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	448834
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	2235
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	16130
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	28982
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	3	P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	MCDONALDS 159 SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	WELLS FARGO 1,000 SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	FIRST TRUST GLOBAL EQUITY 2,250 SHS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	3	2015-01-21
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt	0	447
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt	0	46
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	WILLIAM J SITTERLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	TO PROVIDE COLLEGE SCHOLARSHIPS TO RESIDENTS OF FAIRFIELD COUNTY, OHIO, WHO QUALIFY ON THE BASIS OF FINANCIAL NEED AND ABILITY.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	22240
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	WILLIAM J SITTERLEY TRUSTEE
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	43130
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	43130
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	18000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	21583
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	21583
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	566
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	583
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	1031
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	1020
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	3857
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	657
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	566
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	583
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	1031
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	1020
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	22240
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	657
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	3857
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	3200
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	140
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	0	447
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	46
TaxesSchedule/TaxesDetail/Amt	0	896
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE INVESTMENT TAX
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	WILLIAM SITTERLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7405693040
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	MILDRED L HERZBERGER CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	MILD
ReturnHeader/Filer/EIN	0	311435269
ReturnHeader/Filer/PhoneNum	0	7405693040
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	3040 WEST POINT ROAD
ReturnHeader/Filer/USAddress/CityNm	0	LANCASTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OH
ReturnHeader/Filer/USAddress/ZIPCd	0	43130
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	311739424
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	JOHN M LESTER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	408 NORTH COLUMBUS STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	LANCASTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	431303033
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7406547761
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2015-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JON M LESTER CPA
ReturnHeader/ReturnTs	0	2015-09-11T11:22:19-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2014-06-01
ReturnHeader/TaxPeriodEndDt	0	2015-05-31
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $449,860
Liabilities: $46
Net assets: $449,814
Revenue: $45,112
Expenses: $23,465
Net income: $21,647

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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