Civic Intelligence

Paul B Evers Trust

990PF • Fiscal year 2023 • EIN 31-6120701

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 24, 2024

Organization Profile
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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

3rd percentile

-536%

Higher net margin than 3% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

80th percentile

$1,110

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 75.7% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

41st percentile

-3.4%

Faster asset growth than 41% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$226,411

Down $7,866 (-3.4%) from 2022

Net Assets

Down

$226,411

Down $7,866 (-3.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin3rd percentile

Revenue

Up

$1,467

Up $4,911 (+143%) from 2022

Expenses

Up

$9,336

Up $75 (+0.8%) from 2022

Net Income

Up

-$7,869

Up $4,836 (+38%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

2023

Assets$226,411
Liabilities$0
Net Assets$226,411
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2023

Revenue$1,467
Expenses$9,336
Net Income-$7,869
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 24, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID L PENDRYTrustee-$1,110-$1,110
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
2024-06-24
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 Appendix300 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/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-114
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-7869
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt03
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0226411
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1GREENE COUNTY PROBATE COURT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2REPORT FEE STATE OF OHIO
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3POSTAGE STAMPS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt366
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt018
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt018
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt366
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt0101179
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/PersonNm0VARIOUS
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/ConsiderationFMVAmt0101179
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InsiderRelationshipTxt0LOAN RECEPIENTS
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt00
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LenderConsiderationDesc0STUDENT
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanMaturityDt02022-12
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt0101179
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanPurposeTxt0EDUCATION
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt01982-08
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/RepaymentTermsTxt040 YEARS
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/SecurityProvidedBorrowerTxt0NONE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0924
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0924
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt042
TaxesSchedule/TaxesDetail/Amt134
TaxesSchedule/TaxesDetail/CategoryTxt02022 TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt134
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID L PENDRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09373724919
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-24
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/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/PreparationDt02024-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Micah Pullins
ReturnHeader/ReturnTs02024-08-13T08:37:50-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$226,411
Liabilities
$0
Net assets
$226,411
Revenue
$1,467
Expenses
$9,336
Net income
-$7,869
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