Civic Intelligence

O W Davis Tr UW Char

990PF • Fiscal year 2017 • EIN 31-6019413

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 13, 2018

C/O Pnc Bank Na PO Box 94651Cleveland, OH 44101-4651

(216) 257-4714

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

13th percentile

-34%

Higher net margin than 13% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

80th percentile

$3,473

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 32.1% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

41st percentile

-1.7%

Faster asset growth than 41% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

16th percentile

-31%

Faster revenue growth than 16% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$210,141

Down $3,658 (-1.7%) from 2016

Net Assets

Down

$210,141

Down $3,658 (-1.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$10,813

Down $4,754 (-31%) from 2016

Expenses

Up

$14,472

Up $312 (+2.2%) from 2016

Net Income

Down

-$3,659

Down $5,066 (-360%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $217,523Liabilities 2010: $0Net Assets 2010: $217,5232010Assets 2011: $209,108Liabilities 2011: $0Net Assets 2011: $209,1082011Assets 2012: $222,025Liabilities 2012: $0Net Assets 2012: $222,0252012Assets 2013: $218,478Liabilities 2013: $0Net Assets 2013: $218,4782013Assets 2014: $218,145Liabilities 2014: $0Net Assets 2014: $218,1452014Assets 2015: $212,394Liabilities 2015: $0Net Assets 2015: $212,3942015Assets 2016: $213,799Liabilities 2016: $0Net Assets 2016: $213,7992016Assets 2017: $210,141Liabilities 2017: $0Net Assets 2017: $210,1412017Assets 2018: $213,766Liabilities 2018: $0Net Assets 2018: $213,7662018Assets 2019: $218,833Liabilities 2019: $0Net Assets 2019: $218,8332019Assets 2020: $209,916Liabilities 2020: $0Net Assets 2020: $209,9162020Assets 2021: $215,783Liabilities 2021: $0Net Assets 2021: $215,7832021Assets 2022: $202,545Liabilities 2022: $0Net Assets 2022: $202,5452022Assets 2023: $193,957Liabilities 2023: $0Net Assets 2023: $193,9572023Assets 2024: $190,895Liabilities 2024: $0Net Assets 2024: $190,8952024

Highlighted filing

2017

Assets$210,141
Liabilities$0
Net Assets$210,141

Operations Trend

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

$30K$20K$10K$0-$10K-$20KExpenses 2010: $14,8212010Expenses 2011: $15,0022011Expenses 2012: $14,9432012Revenue 2013: $11,927Expenses 2013: $15,474Net Income 2013: -$3,5472013Revenue 2014: $15,763Expenses 2014: $16,099Net Income 2014: -$3362014Revenue 2015: $10,047Expenses 2015: $15,796Net Income 2015: -$5,7492015Revenue 2016: $15,567Expenses 2016: $14,160Net Income 2016: $1,4072016Revenue 2017: $10,813Expenses 2017: $14,472Net Income 2017: -$3,6592017Revenue 2018: $19,399Expenses 2018: $15,773Net Income 2018: $3,6262018Revenue 2019: $21,922Expenses 2019: $16,857Net Income 2019: $5,0652019Revenue 2020: $6,522Expenses 2020: $15,027Net Income 2020: -$8,5052020Revenue 2021: $18,627Expenses 2021: $12,784Net Income 2021: $5,8432021Revenue 2022: $868Expenses 2022: $14,196Net Income 2022: -$13,3282022Revenue 2023: $5,101Expenses 2023: $13,822Net Income 2023: -$8,7212023Revenue 2024: $10,391Expenses 2024: $13,437Net Income 2024: -$3,0462024

Highlighted filing

2017

Revenue$10,813
Expenses$14,472
Net Income-$3,659
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 13, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$3,473-$3,473
Filing and Contact Details

Filer

Filer Name
O W Davis Tr Uw Char
EIN
31-6019413
Phone
2162574714
Address
C/O PNC BANK NA PO BOX 94651, CLEVELAND, OH 44101-4651

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
2162574714
Signed
2018-03-13
Raw XML Appendix306 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/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010507
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE OHIO MASONIC HOME INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SPRINGFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045504
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010507
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/AppliedToCurrentYearAmt011342
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011342
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01400
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02213
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02022
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0805
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01981
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01981
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07441
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01001
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01400
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02213
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02022
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0805
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012343
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01001
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09422
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08421
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt0392
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02162574714
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0O W DAVIS TR UW CHAR
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0316019413
ReturnHeader/Filer/PhoneNum02162574714
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O PNC BANK NA PO BOX 94651
ReturnHeader/Filer/USAddress/CityNm0CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0441014651
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01CC7BA5074E8AB1797D9DE59A1DFA746CF600023
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03BB8C0E9FEC78F69228AD1801D614A994052CE46
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0161.150.176.1
ReturnHeader/ReturnTs02018-03-13T09:01:01-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.10$0.13$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.05$0.14$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.01$0.14$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.19$0.13$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.07$0.15$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.22$0.17$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.19$0.16$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.11$0.14$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.16$0.14$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.10$0.16$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.16$0.16$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.12$0.15$0.04
2012Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.15
2011Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.15
2010Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.15