Civic Intelligence

Shinnick William M Trust

990PF • Fiscal year 2018 • EIN 31-6024875

Jan 01, 2018 to Dec 31, 2018 • Filed on May 02, 2019

Organization Profile
14 S 5th StZanesville, OH 43701

(740) 455-7252

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

93rd percentile

66%

Higher net margin than 93% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

30th percentile

$4,777

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

64th percentile

5.0%

Faster asset growth than 64% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

81st percentile

31%

Faster revenue growth than 81% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$9,826,327

Up $471,682 (+5.0%) from 2017

Net Assets

Up

$9,826,327

Up $471,682 (+5.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin93rd percentile

Revenue

Up

$716,253

Up $168,500 (+31%) from 2017

Expenses

Down

$245,254

Down $293,182 (-54%) from 2017

Net Income

Up

$470,999

Up $461,682 (+4955%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$15M$10M$5.0M$0Assets 2010: $9,997,274Liabilities 2010: $0Net Assets 2010: $9,997,2742010Assets 2011: $9,911,551Liabilities 2011: $0Net Assets 2011: $9,911,5512011Assets 2017: $9,354,645Liabilities 2017: $0Net Assets 2017: $9,354,6452017Assets 2018: $9,826,327Liabilities 2018: $0Net Assets 2018: $9,826,3272018Assets 2019: $10,524,501Liabilities 2019: $0Net Assets 2019: $10,524,5012019Assets 2020: $11,103,893Liabilities 2020: $0Net Assets 2020: $11,103,8932020Assets 2021: $11,850,427Liabilities 2021: $0Net Assets 2021: $11,850,4272021Assets 2022: $11,183,853Liabilities 2022: $0Net Assets 2022: $11,183,8532022Assets 2023: $11,300,359Liabilities 2023: $0Net Assets 2023: $11,300,3592023Assets 2024: $12,091,917Liabilities 2024: $0Net Assets 2024: $12,091,9172024

Highlighted filing

2018

Assets$9,826,327
Liabilities$0
Net Assets$9,826,327
Open 2018 Filing

Operations Trend

Revenue Growth81st percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $479,6562010Expenses 2011: $530,4402011Revenue 2017: $547,753Expenses 2017: $538,436Net Income 2017: $9,3172017Revenue 2018: $716,253Expenses 2018: $245,254Net Income 2018: $470,9992018Revenue 2019: $1,297,252Expenses 2019: $599,134Net Income 2019: $698,1182019Revenue 2020: $1,187,753Expenses 2020: $607,846Net Income 2020: $579,9072020Revenue 2021: $1,397,641Expenses 2021: $649,883Net Income 2021: $747,7582021Revenue 2022: $105,766Expenses 2022: $772,503Net Income 2022: -$666,7372022Revenue 2023: $822,913Expenses 2023: $706,610Net Income 2023: $116,3032023Revenue 2024: $1,514,606Expenses 2024: $722,590Net Income 2024: $792,0162024

Highlighted filing

2018

Revenue$716,253
Expenses$245,254
Net Income$470,999
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 2, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$4,777-$4,777
Filing and Contact Details

Filer

Filer Name
Shinnick William M Trust
EIN
31-6024875
Phone
7404557252
Address
14 S 5TH ST, ZANESVILLE, OH 43701

Signing Officer

Name
Jp Morgan Chase Bank Na
Title
Trustee
Phone
7404557252
Signed
2019-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Hamilton Waltman Obenour & Melsheimer
Address
PO BOX 8200, ZANESVILLE, OH 43702-8200
Preparer
Douglas a Waltman CPA
Phone
7404548852
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MEDTRONIC PLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51MONDELEZ INTERNATIONAL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53NETFLIX INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60PEPSICO INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62PAYPAL HOLDINGS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64PEPSICO INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69SALESFORCE.COM INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71STANLEY BLACK & DECKER
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79WORLDPAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80YUM BRANDS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88BIOGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89BLACKROCK INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93COMCAST CORP CLASS A
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98EQT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99FACEBOOK INC A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100FIDELITY NATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102INGERSOLL-RAND PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103ISHARES INC MSCI JAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107MOLSON COORS BREWING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108NEUBERGER BER MU/C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110NISOURCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111O'REILLY AUTOMOTIVE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113SPDR S&P 500 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114SVB FINANCIAL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115TWENTY-FIRST CENTURY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116UNITEDHEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117VERTEX PHARMACEUTICAL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119WASTE CONNECTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120WEX INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122ALLEGION PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123ALLERGAN PLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126BROADCOM LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0224000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1112000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0217654
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt199310
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0237552
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0474882
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0DEFERRED INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt03819
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0716253
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0716253
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0241371
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0474882
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01911
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt02866
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt04777
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0224483
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0224483
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0237552
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0237552
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0470999
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt07020027
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0474882
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0709196
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0200
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03819
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03238
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0245254
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0712434
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0716253
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02111
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03238
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt020771
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22008-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02565047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13810437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2169661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-35256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1329828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt293655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-35256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1329828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt293655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02529791

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,826,327
Liabilities
$0
Net assets
$9,826,327
Revenue
$716,253
Expenses
$245,254
Net income
$470,999
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$1.51$0.72$0.79
2023Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.82$0.71$0.12
2022Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.11$0.77$0.67
2021Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$1.40$0.65$0.75
2020Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$1.19$0.61$0.58
2019Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$1.30$0.60$0.70
2018Detailed filing. Detailed filing data is available for this year.$9.83$0.00$9.83$0.72$0.25$0.47
2017Detailed filing. Detailed filing data is available for this year.$9.35$0.00$9.35$0.55$0.54$0.01
2011Detailed filing. Detailed filing data is available for this year.$9.91$0.00$9.91$0.53
2010Detailed filing. Detailed filing data is available for this year.$10.00$0.00$10.00$0.48