Paul B Evers Trust

990PF • Fiscal year 2024 • EIN 31-6120701

Jan 01, 2024 to Dec 31, 2024 • Filed on May 10, 2025

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.

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

-15%

Higher net margin than 24% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

$6,563

Higher top officer pay than 84% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

-0.6%

Faster asset growth than 47% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

474%

Faster revenue growth than 97% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets61st percentile

Assets

Down

$225,148

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

Net Assets

Down

$225,148

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

Liabilities

Flat

Flat from 2023

Revenue And Expenses

Liabilities / Revenue62nd percentile Net Margin24th percentile

Revenue

$8,418

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

Expenses

$9,681

Up $345 (+3.7%) from 2023

Net Income

-$1,263

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

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

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 across loaded years, with this filing highlighted.

Highlighted filing

2024

Revenue$8,418

Expenses$9,681

Net Income-$1,263

Open 2024 Filing

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 Pay84th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
SHEILA R HOAG	Administrator	-	$6,563	-	$6,563
DAVID L PENDRY	Trustee	-	$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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AccountingFeesSchedule/AccountingFeesDetail/Amt	0	750
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	990 PF TAX PREP
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	750
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	0
CompensationExplanation/CompensationExplanationGrp/PersonNm	0	SHEILA R HOAG
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt	0	ADMINISTRATOR
ExplnOfNonFilingWithAGStmt/ExplanationTxt	0	THE OH ATTORNEY GENERAL DOES NOT ACCEPT 990PF FILING. THERE IS A SEPARATE CHARITABLE FILING THAT IS SUBMITTED.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	COMMONWEALTH STOCK
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	8418
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	2509
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	9681
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2023-06-21
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	27096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	39903
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	2610
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	711
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	COMMONWEALTH STOCK 18874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	COMMONWEALTH STOCK GAINS
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	SHEILA R HOAG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	ADMINISTRATOR
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	DAVID L PENDRY
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	NEW EDUCATIONAL LOANS TO INDIVIDUALS
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt	0	11000
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	11000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	APPLICATIONS ARE AVAILABLE ON REQUEST FROM SCHOOL ADDRESS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	AMY BIGGS
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	MUST BE A GRADUATE OF XENIA HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	MARCH 15TH OF EACH YEAR
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	5666
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	5666
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	10226
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	9150
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	7034
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	38916
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	12506
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	10226
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	9150
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	7034
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	18172
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	12506
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	38916
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	26410
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	3	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK FEES 6 3
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	GREENE COUNTY PROBATE COURT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	REPORT FEE STATE OF OHIO
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	25
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	3	82
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	18
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	3	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	18
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	25
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	82
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt	0	112179
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/PersonNm	0	VARIOUS
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/ConsiderationFMVAmt	0	112179
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InsiderRelationshipTxt	0	LOAN RECEPIENTS
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt	0	0
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LenderConsiderationDesc	0	STUDENT
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanMaturityDt	0	2032-12
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt	0	112179
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanPurposeTxt	0	EDUCATION
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt	0	1982-08
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/RepaymentTermsTxt	0	50 YEARS
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/SecurityProvidedBorrowerTxt	0	NONE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	912
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	912
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	0
TaxesSchedule/TaxesDetail/Amt	0	38
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	38
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DAVID L PENDRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9373724919
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	PAUL B EVERS TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	PAUL
ReturnHeader/Filer/EIN	0	316120701
ReturnHeader/Filer/InCareOfNm	0	% DAVID L PENDRY
ReturnHeader/Filer/PhoneNum	0	9373724919
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	133 EAST MARKET STREET
ReturnHeader/Filer/USAddress/CityNm	0	XENIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OH
ReturnHeader/Filer/USAddress/ZIPCd	0	45385
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	814814628
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Nicholls Tax & Accounting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	3140 Dayton-Xenia Road Ste B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Dayton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	45434
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9374268024
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	TODD R NICHOLLS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2025-11-07T14:09:32-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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 Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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