Civic Intelligence

Wright Dunbar Inc.

990 • Fiscal year 2013 • EIN 31-1700009

Jan 01, 2013 to Dec 31, 2013 • Filed on May 13, 2014

1105 West Third St45407

(937) 443-0249

Siviq Scores

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

Liabilities / Assets

28th percentile

0.05x

Higher debt load relative to assets than 28% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

73rd percentile

0.61x

Higher debt load relative to revenue than 73% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

28th percentile

$50,888

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

46th percentile

1.7%

Faster asset growth than 46% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$7,606,283

Up $129,504 (+1.7%) from 2012

Net Assets

Up

$7,249,236

Up $80,390 (+1.1%) from 2012

Liabilities

Up

$357,047

Up $49,114 (+16%) from 2012

Revenue

$584,479

No earlier filing loaded for comparison.

Expenses

Down

$504,089

Down $17,954 (-3.4%) from 2012

Net Income

$80,390

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $6,865,273Liabilities 2010: $231,671Net Assets 2010: $6,633,6022010Assets 2011: $7,542,208Liabilities 2011: $227,623Net Assets 2011: $7,314,5852011Assets 2012: $7,476,779Liabilities 2012: $307,933Net Assets 2012: $7,168,8462012Assets 2013: $7,606,283Liabilities 2013: $357,047Net Assets 2013: $7,249,2362013Assets 2014: $7,284,433Liabilities 2014: $167,185Net Assets 2014: $7,117,2482014Assets 2015: $7,781,118Liabilities 2015: $383,458Net Assets 2015: $7,397,6602015Assets 2016: $6,886,389Liabilities 2016: $323,979Net Assets 2016: $6,562,4102016Assets 2017: $6,757,435Liabilities 2017: $403,491Net Assets 2017: $6,353,9442017Assets 2018: $6,546,048Liabilities 2018: $391,254Net Assets 2018: $6,154,7942018Assets 2019: $5,891,132Liabilities 2019: $780,100Net Assets 2019: $5,111,0322019Assets 2020: $5,608,672Liabilities 2020: $611,185Net Assets 2020: $4,997,4872020Assets 2021: $5,637,164Liabilities 2021: $597,340Net Assets 2021: $5,039,8242021Assets 2022: $5,414,113Liabilities 2022: $598,831Net Assets 2022: $4,815,2822022Assets 2023: $5,168,610Liabilities 2023: $489,375Net Assets 2023: $4,679,2352023Assets 2024: $4,915,258Liabilities 2024: $400,939Net Assets 2024: $4,514,3192024

Highlighted filing

2013

Assets$7,606,283
Liabilities$357,047
Net Assets$7,249,236

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $781,0692010Expenses 2011: $766,5382011Expenses 2012: $522,0432012Revenue 2013: $584,479Expenses 2013: $504,089Net Income 2013: $80,3902013Revenue 2014: $313,265Expenses 2014: $445,253Net Income 2014: -$131,9882014Revenue 2015: $437,291Expenses 2015: $587,543Net Income 2015: -$150,2522015Revenue 2016: $447,350Expenses 2016: $1,608,156Net Income 2016: -$1,160,8062016Revenue 2017: $454,576Expenses 2017: $663,042Net Income 2017: -$208,4662017Revenue 2018: $445,055Expenses 2018: $426,979Net Income 2018: $18,0762018Revenue 2019: $481,236Expenses 2019: $1,316,575Net Income 2019: -$835,3392019Revenue 2020: $472,118Expenses 2020: $567,629Net Income 2020: -$95,5112020Revenue 2021: $579,146Expenses 2021: $639,375Net Income 2021: -$60,2292021Revenue 2022: $697,213Expenses 2022: $861,445Net Income 2022: -$164,2322022Revenue 2023: $613,807Expenses 2023: $742,555Net Income 2023: -$128,7482023Revenue 2024: $500,754Expenses 2024: $668,070Net Income 2024: -$167,3162024

Highlighted filing

2013

Revenue$584,479
Expenses$504,089
Net Income$80,390
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 13, 2014
Return Version
2013v3.1
Gross Receipts
$584,479
Mission and Program Overview

Mission

To promote the protection, use & historic preservation of Third Street's traditional commercial area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,896,043$7,171,189▲ $275,146
Savings and Temporary Cash Investments$292,645$335,440▲ $42,795
Accounts Receivable$249,999$60,723▼ $189,276
Cash and Non-Interest-Bearing Accounts$36,692$38,931▲ $2,239
Prepaid Expenses and Deferred Charges$1,400--
Total Assets$7,476,779$7,606,283▲ $129,504
Liabilities
Accounts Payable and Accrued Expenses$307,933$357,047▲ $49,114
Total Liabilities$307,933$357,047▲ $49,114
Net Assets / Fund Balance
Unrestricted Net Assets$7,168,846$7,249,236▲ $80,390
Total Net Assets Fund Balance$7,168,846$7,249,236▲ $80,390
Total Liabilities and Net Assets / Fund Balance$7,476,779$7,606,283▲ $129,504

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,203,876-$4,203,876
Buildings$2,967,313$239,463$3,206,776
Equipment-$58,828$58,828
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Idotha NealExecutive DirectorFT$50,888$50,888

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$450,572
Program Service Revenue
$0
Investment Income
$697
Other Revenue
$133,210
All Other Contributions
$18,165
Change in Net Assets
$80,390
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$388,188
Salaries, Compensation, and Employee Benefits$115,901
Total Fundraising Expense$6,602
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$106,893$0$0$106,893
All Other Expenses$88,656$14,238$0$102,894
Other Salaries and Wages$41,911$33,360$5,808$81,079
Fees for Services Other$65,025$1,585$0$66,610
Insurance$35,920$2,996$0$38,916
Other Employee Benefits$28,620$0$0$28,620
Fees for Services Accounting$0$7,169$0$7,169
Payroll Taxes$3,206$2,552$444$6,202
Office Expenses$0$4,184$350$4,534
Other Expenses$0$468$0$468
Conferences and Meetings$0$436$0$436
Travel$0$41$0$41
Total Functional Expenses$427,875$69,612$6,602$504,089
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$22,403
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

EIN
31-1700009
Phone
9374430249

Signing Officer

Name
Harry Seifert
Title
Chair
Phone
9374430249
Signed
2014-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Harry Seifert
Formed
2001
Legal Domicile
Oh
Voting Board Members
12
Independent Board Members
12
Employees
4
Volunteers
35

Preparer

Preparer
Matthew J Scarr CPA
Phone
9372321200
Supplemental Narrative

Additional Explanations

Pt VI, Line 19

Wright Dunbar, Inc. makes its govering documents, conflict of interest policy, and financial statements available to the public upon receipt of a written request for such information.

Pt VI, Line 15A

The Board of Trustees of Wright Dunbar reviews relevant economic indicators and salary surveys to determine compensation packages.

Pt VI, Line 12C

The Organization regularly and consistantly monitors and enforces compliance with the conflict of interest policy by requiring the Board of Trustees to fill out an annual Board of Trustees conflict of interest questionnaire.

Pt VI, Line 11B

The Form 990 is provided to the Organization's Executive Director and the Board of Trustees for an in-depth review of the return prior to the time of filing Form 990 with the IRS>

Form 990, Part IX, Line 24F

Subscriptions 0. 0. 0. 0. Electric 24582. 22698. 1884. 0. Natural gas 1029. 0. 1029. 0. Water 3939. 0. 3939. 0. Telephone 6305. 0. 6305. 0. Property taxes 10624. 10624. 0. 0. Events 17002. 17002. 0. 0. Service fees 793. 793. 0. 0. Contingencies 52923. 52923. 0. 0. Cam charges collected -15384. -15384. 0. 0. Trash pick-up charges 1081. 0. 1081. 0.

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IRS990/OtherExpensesGrp/TotalAmt11629
IRS990/OtherExpensesGrp/TotalAmt2810
IRS990/OtherExpensesGrp/TotalAmt3468
IRS990/OtherRevenueTotalAmt01155
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt05808
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt033360
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt041911
IRS990/OtherSalariesAndWagesGrp/TotalAmt081079
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0444
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02552
IRS990/PayrollTaxesGrp/ProgramServicesAmt03206
IRS990/PayrollTaxesGrp/TotalAmt06202
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01400
IRS990/PrincipalOfficerNm0HARRY SEIFERT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0264630
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0849
IRS990/PYOtherExpensesAmt0243618
IRS990/PYOtherRevenueAmt0110825
IRS990/PYRevenuesLessExpensesAmt0-145739
IRS990/PYSalariesCompEmpBnftPaidAmt0278425
IRS990/PYTotalExpensesAmt0522043
IRS990/PYTotalRevenueAmt0376304
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt080390
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0109652
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0109652
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0292645
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0335440
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0Description: Miscellaneous revenue
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt12009: 1770.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt22010: 0.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0Pt II Line 10
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc1Pt II Line 10
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc2Pt II Line 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0450572
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0264630
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01384633
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01293624
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0943280
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04336739
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0110349
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt070697
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt065079
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt011472
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04548
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0262145
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01770
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01770
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94260
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.96670
IRS990ScheduleA/PublicSupportTotal170Amt04336739
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0450572
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0264630
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01384633
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01293624
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0943280
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04336739
IRS990ScheduleA/TotalSupportAmt04600654
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt02967313
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0239463
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03206776
IRS990ScheduleD/EquipmentGrp/DepreciationAmt058828
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt058828
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04203876
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04203876
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07171189
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Wright Dunbar, Inc. makes its govering documents, conflict of interest policy, and financial statements available to the public upon receipt of a written request for such information.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board of Trustees of Wright Dunbar reviews relevant economic indicators and salary surveys to determine compensation packages.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Organization regularly and consistantly monitors and enforces compliance with the conflict of interest policy by requiring the Board of Trustees to fill out an annual Board of Trustees conflict of interest questionnaire.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Form 990 is provided to the Organization's Executive Director and the Board of Trustees for an in-depth review of the return prior to the time of filing Form 990 with the IRS>
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUBSCRIPTIONS 0. 0. 0. 0. ELECTRIC 24582. 22698. 1884. 0. NATURAL GAS 1029. 0. 1029. 0. WATER 3939. 0. 3939. 0. TELEPHONE 6305. 0. 6305. 0. PROPERTY TAXES 10624. 10624. 0. 0. EVENTS 17002. 17002. 0. 0. SERVICE FEES 793. 793. 0. 0. CONTINGENCIES 52923. 52923. 0. 0. CAM CHARGES COLLECTED -15384. -15384. 0. 0. TRASH PICK-UP CHARGES 1081. 0. 1081. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24f
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt07476779
IRS990/TotalAssetsEOYAmt07606283
IRS990/TotalAssetsGrp/BOYAmt07476779
IRS990/TotalAssetsGrp/EOYAmt07606283
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0450572
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt06602
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt069612
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0427875
IRS990/TotalFunctionalExpensesGrp/TotalAmt0504089
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0307933
IRS990/TotalLiabilitiesEOYAmt0357047
IRS990/TotalLiabilitiesGrp/BOYAmt0307933
IRS990/TotalLiabilitiesGrp/EOYAmt0357047
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07168846
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07249236
IRS990/TotalProgramServiceExpensesAmt0427875
IRS990/TotalReportableCompFromOrgAmt050888
IRS990/TotalRevenueGrp/ExclusionAmt024255
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0109652
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0584479
IRS990/TotalVolunteersCnt035
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07476779
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07606283
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt041
IRS990/TravelGrp/ProgramServicesAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.92$0.40$4.51$0.50$0.67$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.17$0.49$4.68$0.61$0.74$0.13
2022Detailed filing. Detailed filing data is available for this year.$5.41$0.60$4.82$0.70$0.86$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.64$0.60$5.04$0.58$0.64$0.06
2020Detailed filing. Detailed filing data is available for this year.$5.61$0.61$5.00$0.47$0.57$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.89$0.78$5.11$0.48$1.32$0.84
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.55$0.39$6.15$0.45$0.43$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.76$0.40$6.35$0.45$0.66$0.21
2016Detailed filing. Detailed filing data is available for this year.$6.89$0.32$6.56$0.45$1.61$1.16
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.78$0.38$7.40$0.44$0.59$0.15
2014Detailed filing. Detailed filing data is available for this year.$7.28$0.17$7.12$0.31$0.45$0.13
2013Detailed filing. Detailed filing data is available for this year.$7.61$0.36$7.25$0.58$0.50$0.08
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.48$0.31$7.17$0.52
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.54$0.23$7.31$0.77
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.87$0.23$6.63$0.78