Civic Intelligence

David Meade Massie Trust

990PF • Fiscal year 2013 • EIN 31-6022292

Jan 01, 2013 to Dec 31, 2013 • Filed on May 07, 2014

Organization Profile
PO Box 4145601

(740) 772-5070

Siviq Scores

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

Liabilities / Assets

56th percentile

0.08x

Higher debt load relative to assets than 56% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

89th percentile

1.40x

Higher debt load relative to revenue than 89% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

51st percentile

3.5%

Higher net margin than 51% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

51st percentile

$10,000

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

43rd percentile

0.2%

Faster asset growth than 43% of similar nonprofits.

2013 filings • $1M-$5M 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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$3,902,906

Up $7,892 (+0.2%) from 2012

Net Assets

Up

$3,582,200

Up $51,048 (+1.4%) from 2012

Liabilities

Down

$320,706

Down $43,156 (-12%) from 2012

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin51st percentile

Revenue

$228,636

No earlier filing loaded for comparison.

Expenses

Up

$220,745

Up $59,553 (+37%) from 2012

Net Income

$7,891

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,884,950Liabilities 2011: $441,612Net Assets 2011: $3,443,3382011Assets 2012: $3,895,014Liabilities 2012: $363,862Net Assets 2012: $3,531,1522012Assets 2013: $3,902,906Liabilities 2013: $320,706Net Assets 2013: $3,582,2002013Assets 2014: $3,614,789Liabilities 2014: $15,444Net Assets 2014: $3,599,3452014Assets 2015: $3,656,767Liabilities 2015: $18,925Net Assets 2015: $3,637,8422015Assets 2016: $3,641,427Liabilities 2016: $13,388Net Assets 2016: $3,628,0392016Assets 2017: $4,080,171Liabilities 2017: $45,667Net Assets 2017: $4,034,5042017Assets 2018: $4,054,654Liabilities 2018: $72,154Net Assets 2018: $3,982,5002018Assets 2019: $4,143,740Liabilities 2019: $227,788Net Assets 2019: $3,915,9522019Assets 2020: $4,630,028Liabilities 2020: $45,280Net Assets 2020: $4,584,7482020Assets 2021: $4,492,350Liabilities 2021: $424Net Assets 2021: $4,491,9262021Assets 2022: $4,715,973Liabilities 2022: $424Net Assets 2022: $4,715,5492022

Highlighted filing

2013

Assets$3,902,906
Liabilities$320,706
Net Assets$3,582,200
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2011: $343,6422011Expenses 2012: $161,1922012Revenue 2013: $228,636Expenses 2013: $220,745Net Income 2013: $7,8912013Revenue 2014: $188,127Expenses 2014: $476,336Net Income 2014: -$288,2092014Revenue 2015: $250,252Expenses 2015: $208,255Net Income 2015: $41,9972015Revenue 2016: $243,092Expenses 2016: $258,395Net Income 2016: -$15,3032016Revenue 2017: $589,723Expenses 2017: $150,683Net Income 2017: $439,0402017Revenue 2018: $193,399Expenses 2018: $173,516Net Income 2018: $19,8832018Revenue 2019: $306,812Expenses 2019: $218,142Net Income 2019: $88,6702019Revenue 2020: $944,125Expenses 2020: $462,580Net Income 2020: $481,5452020Revenue 2021: $221,774Expenses 2021: $359,452Net Income 2021: -$137,6782021Revenue 2022: $473,637Expenses 2022: $250,014Net Income 2022: $223,6232022

Highlighted filing

2013

Revenue$228,636
Expenses$220,745
Net Income$7,891
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 7, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH P SULZERTrusteePT$10,000-$10,000
THOMAS M SPETNAGELTrusteePT$10,000-$10,000
JAMES M CALDWELLTrusteePT$10,000-$10,000
Filing and Contact Details

Filer

EIN
31-6022292
Phone
7407725070

Signing Officer

Name
Joseph P Sulzer
Title
Trustee
Phone
7407725070
Signed
2014-05-07
Discuss with paid preparer
Yes

Preparer

Preparer
Jerry B Whited
Phone
7407022600
Raw XML AppendixShowing 400 of 936 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/EOYFMVAmt2864011
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMERICAN ELECTRIC POWER (804 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AT&T INC (3946 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2BRISTOL MYERS (3350 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3CHEMED NEW (1340 SHS)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CITIGROUP (4979 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6COMCAST CORP NEW (730 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7INGREDION INC (500 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8DUKE ENERGY (1750 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9E.I. DUPONT (1340 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10EXXON-MOBIL CP (2814 SHS)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12NEXTERA ENERGY INC (1470 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13GENERAL ELECTRIC (6000 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14HUNTINGTON BANCSHARES (4045 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15INTEGRYS ENERGY (1100 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16LILLY ELI & COMPANY (1100 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17NORFOLK SOUTHERN (2000 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18PFIZER INC (817 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19PROCTER & GAMBLE (3200 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20SOUTHERN COMPANY (1675 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21SPECTRA ENERGY (875 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22VERIZON (427 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23WISCONSIN ENERGY (1350 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24ZIMMER HOLDINGS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27HENDERSON GLOBAL FDS (3120 SHS)
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IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt016547
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt016547
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt033094
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01503
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03003
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt05427
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt05427
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt01315
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01316
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06980
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0180216
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt036079
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0220745
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0228636
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0228636
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt036074
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt036079
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt076603
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt01988-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt11995-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22005-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32005-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42003-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt07303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11568
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2103203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt377402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4123920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt017542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt135267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-2805
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-2104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-55645
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt58048
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt017542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt135267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-2805
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-2104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-55645
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt58048
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt024845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt136835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2100398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt375298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt468275
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt58048
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0497 SHARES - CITIGROUP INC NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14045 SHARES - HUNTINGTON BANCSHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24000 SHARES - JPM CHASE CAP XVI 6.35%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc33000 SHARES - JPM CHASE CAP XVI 6.35%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc48200 SHARES - NUVEEN PFD INCM OPPTY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0303
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt07891
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt043157
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03582200
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03531152
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03582200
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0250138
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0250138
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0250138
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0253989
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03851
IRS990PF/DistributableAmountGrp/TotalTaxAmt03851
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt087
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03851
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03851
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03851
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03938
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt05264444
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0352
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0352
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02061290
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02081284
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02024052
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01163981
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01156295
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02569039
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0363510
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0320354
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt019341
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt020048
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0808
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0707
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0707
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt08423
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt06197
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt06197
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0580349
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0456429
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0461816
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt035153
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0156984
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0156984
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedBOYAmt03531152
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedEOYAmt03582200
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03895014
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03902906
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05264444
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0363862
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0320706
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03895014
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03902906
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03531152
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03582200
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt045010
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt045010
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt045649
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05157141
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt027503
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05129638
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt077357
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0253989
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05079784
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05157141
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt010000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt210000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOSEPH P SULZER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1THOMAS M SPETNAGEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JAMES M CALDWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1014 S PAINT STREET SUITE 15
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1142 EAST FIFTH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12PO BOX 1460
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0CHILLICOTHE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1CHILLICOTHE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2CHILLICOTHE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode045601

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,902,906
Liabilities
$320,706
Net assets
$3,582,200
Revenue
$228,636
Expenses
$220,745
Net income
$7,891
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.72$0.00$4.72$0.47$0.25$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.49$0.00$4.49$0.22$0.36$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.63$0.05$4.58$0.94$0.46$0.48
2019Detailed filing. Detailed filing data is available for this year.$4.14$0.23$3.92$0.31$0.22$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.05$0.07$3.98$0.19$0.17$0.02
2017Detailed filing. Detailed filing data is available for this year.$4.08$0.05$4.03$0.59$0.15$0.44
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$0.01$3.63$0.24$0.26$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.66$0.02$3.64$0.25$0.21$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.61$0.02$3.60$0.19$0.48$0.29
2013Detailed filing. Detailed filing data is available for this year.$3.90$0.32$3.58$0.23$0.22$0.01
2012Detailed filing. Detailed filing data is available for this year.$3.90$0.36$3.53$0.16
2011Detailed filing. Detailed filing data is available for this year.$3.88$0.44$3.44$0.34