Civic Intelligence

Paul B Evers Trust

990PF • Fiscal year 2022 • EIN 31-6120701

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 12, 2023

133 East Market StreetXenia, OH 45385

(937) 372-4919

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.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

99th percentile

369%

Higher net margin than 99% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

80th percentile

$1,235

Higher top officer pay than 80% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

38th percentile

-5.1%

Faster asset growth than 38% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Assets

Down

$234,277

Down $12,705 (-5.1%) from 2021

Net Assets

Down

$234,277

Down $12,705 (-5.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

-$3,444

Down $14,227 (-132%) from 2021

Expenses

Up

$9,261

Up $1,257 (+16%) from 2021

Net Income

Down

-$12,705

Down $15,484 (-557%) from 2021

Historical Trend

Balance Sheet Trend

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

$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

2022

Assets$234,277
Liabilities$0
Net Assets$234,277

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue-$3,444
Expenses$9,261
Net Income-$12,705
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 12, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID L PENDRYTrustee-$1,235-$1,235
Filing and Contact Details

Filer

Filer Name
Paul B Evers Trust
EIN
31-6120701
Address
133 EAST MARKET STREET, XENIA, OH 45385

Signing Officer

Name
David L Pendry
Title
Trustee
Phone
9373724919
Signed
2023-04-12
Discuss with paid preparer
Yes

Preparer

Firm
Nicholls Tax & Accounting
Address
3140 Dayton-Xenia Road Ste B, Dayton, OH 45434
Preparer
Micah Pullins
Phone
9374268024
Raw XML Appendix331 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd245385
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06687
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06687
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07034
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt016184
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt09150
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07034
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015837
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09150
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt016184
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07034
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3POSTAGE STAMPS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4TREASURERSTATE OF OH
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt012
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt012
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4100
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt094474
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/PersonNm0VARIOUS
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/ConsiderationFMVAmt00
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InsiderRelationshipTxt0LOAN RECEPIENTS
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt00
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LenderConsiderationDesc0STUDENT
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanMaturityDt02022-12
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt094474
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanPurposeTxt0EDUCATION
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt01982-08
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/RepaymentTermsTxt040 YEARS
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/SecurityProvidedBorrowerTxt0NONE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01016
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01016
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt039
TaxesSchedule/TaxesDetail/Amt138
TaxesSchedule/TaxesDetail/CategoryTxt02021 TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt138
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID L PENDRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09373724919
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAUL B EVERS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0316120701
ReturnHeader/Filer/USAddress/AddressLine1Txt0133 EAST MARKET STREET
ReturnHeader/Filer/USAddress/CityNm0XENIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045385
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/PreparationDt02023-06-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Micah Pullins
ReturnHeader/ReturnTs02023-06-23T13:56:26-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PENDRY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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