Civic Intelligence

Paul B Evers Trust

EIN 31-6120701 • Xenia, OH

133 East Market StreetXenia, OH 45385
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

28th percentile

-15%

Higher net margin than 28% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

86th percentile

$6,563

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 78.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

53rd percentile

-0.6%

Faster asset growth than 53% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

474%

Faster revenue growth than 97% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$225,148

Down $1,263 (-0.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$225,148

Down $1,263 (-0.6%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin28th percentile

Revenue

Up

$8,418

Up $6,951 (+474%) from 2023

Expenses

Up

$9,681

Up $345 (+3.7%) from 2023

Net Income

Up

-$1,263

Up $6,606 (+84%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2020: $235,217Liabilities 2020: $0Net Assets 2020: $235,2172020Assets 2021: $246,982Liabilities 2021: $0Net Assets 2021: $246,9822021Assets 2022: $234,277Liabilities 2022: $0Net Assets 2022: $234,2772022Assets 2023: $226,411Liabilities 2023: $0Net Assets 2023: $226,4112023Assets 2024: $225,148Liabilities 2024: $0Net Assets 2024: $225,1482024

Highlighted filing

2024

Assets$225,148
Liabilities$0
Net Assets$225,148
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$10K$0-$10K-$20KRevenue 2020: $6,553Expenses 2020: $7,422Net Income 2020: -$8692020Revenue 2021: $10,783Expenses 2021: $8,004Net Income 2021: $2,7792021Revenue 2022: -$3,444Expenses 2022: $9,261Net Income 2022: -$12,7052022Revenue 2023: $1,467Expenses 2023: $9,336Net Income 2023: -$7,8692023Revenue 2024: $8,418Expenses 2024: $9,681Net Income 2024: -$1,2632024

Highlighted filing

2024

Revenue$8,418
Expenses$9,681
Net Income-$1,263
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$225,148
Liabilities
$0
Net assets
$225,148
Revenue
$8,418
Expenses
$9,681
Net income
-$1,263
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.08$0.10$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.01$0.09$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.03$0.09$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.11$0.08$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.07$0.07$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHEILA R HOAGAdministrator-$6,563-$6,563
DAVID L PENDRYTrustee-$1,140-$1,140
Filing and Contact Details

Filer

Filer Name
Paul B Evers Trust
EIN
31-6120701
In Care Of
% DAVID L PENDRY
Phone
9373724919
Address
133 EAST MARKET STREET, XENIA, OH 45385

Signing Officer

Name
David L Pendry
Title
Trustee
Phone
9373724919
Signed
2025-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Nicholls Tax & Accounting
Address
3140 Dayton-Xenia Road Ste B, Dayton, OH 45434
Preparer
Todd R Nicholls
Phone
9374268024
Raw XML Appendix316 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/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05666
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05666
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010226
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09150
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07034
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt038916
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012506
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010226
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09150
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07034
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018172
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012506
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt038916
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt026410
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES 6 3
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1GREENE COUNTY PROBATE COURT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2REPORT FEE STATE OF OHIO
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt382
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt018
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt018
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt382
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt0112179
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/PersonNm0VARIOUS
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/ConsiderationFMVAmt0112179
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InsiderRelationshipTxt0LOAN RECEPIENTS
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt00
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LenderConsiderationDesc0STUDENT
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanMaturityDt02032-12
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt0112179
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanPurposeTxt0EDUCATION
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt01982-08
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/RepaymentTermsTxt050 YEARS
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/SecurityProvidedBorrowerTxt0NONE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0912
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0912
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt038
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt038
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID L PENDRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09373724919
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAUL B EVERS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0316120701
ReturnHeader/Filer/InCareOfNm0% DAVID L PENDRY
ReturnHeader/Filer/PhoneNum09373724919
ReturnHeader/Filer/USAddress/AddressLine1Txt0133 EAST MARKET STREET
ReturnHeader/Filer/USAddress/CityNm0XENIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045385
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814814628
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nicholls Tax & Accounting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03140 Dayton-Xenia Road Ste B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dayton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045434
ReturnHeader/PreparerPersonGrp/PhoneNum09374268024
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TODD R NICHOLLS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-07T14:09:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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