Civic Intelligence

Ruth Baker Young Living Trust Dtd 07-11-79

990PF • Fiscal year 2020 • EIN 31-6208204

Jan 01, 2020 to Dec 31, 2020 • Filed on May 05, 2021

Organization Profile
PO Box 1558 Dept Ea5w86Columbus, OH 43216

(740) 588-6742

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

14th percentile

-44%

Higher net margin than 14% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

52nd percentile

$19,619

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 14.1% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

25th percentile

-2.6%

Faster asset growth than 25% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

87th percentile

56%

Faster revenue growth than 87% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,618,174

Down $70,399 (-2.6%) from 2019

Net Assets

Down

$2,618,174

Down $70,399 (-2.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin14th percentile

Revenue

Up

$139,108

Up $50,083 (+56%) from 2019

Expenses

Down

$199,828

Down $3,684 (-1.8%) from 2019

Net Income

Up

-$60,720

Up $53,767 (+47%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $3,061,083Liabilities 2015: $0Net Assets 2015: $3,061,0832015Assets 2016: $2,958,511Liabilities 2016: $0Net Assets 2016: $2,958,5112016Assets 2017: $2,848,013Liabilities 2017: $0Net Assets 2017: $2,848,0132017Assets 2018: $2,799,678Liabilities 2018: $0Net Assets 2018: $2,799,6782018Assets 2019: $2,688,573Liabilities 2019: $0Net Assets 2019: $2,688,5732019Assets 2020: $2,618,174Liabilities 2020: $0Net Assets 2020: $2,618,1742020Assets 2021: $2,990,083Liabilities 2021: $0Net Assets 2021: $2,990,0832021Assets 2022: $3,221,543Liabilities 2022: $0Net Assets 2022: $3,221,5432022Assets 2023: $3,125,021Liabilities 2023: $0Net Assets 2023: $3,125,0212023Assets 2024: $3,728,973Liabilities 2024: $0Net Assets 2024: $3,728,9732024

Highlighted filing

2020

Assets$2,618,174
Liabilities$0
Net Assets$2,618,174
Open 2020 Filing

Operations Trend

Revenue Growth87th percentile

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

$1.0M$500K$0-$500KRevenue 2015: $116,076Expenses 2015: $209,362Net Income 2015: -$93,2862015Revenue 2016: $85,512Expenses 2016: $195,594Net Income 2016: -$110,0822016Revenue 2017: $86,517Expenses 2017: $200,226Net Income 2017: -$113,7092017Revenue 2018: $160,178Expenses 2018: $201,720Net Income 2018: -$41,5422018Revenue 2019: $89,025Expenses 2019: $203,512Net Income 2019: -$114,4872019Revenue 2020: $139,108Expenses 2020: $199,828Net Income 2020: -$60,7202020Revenue 2021: $575,606Expenses 2021: $204,866Net Income 2021: $370,7402021Revenue 2022: $445,579Expenses 2022: $215,658Net Income 2022: $229,9212022Revenue 2023: $253,478Expenses 2023: $349,811Net Income 2023: -$96,3332023Revenue 2024: $808,433Expenses 2024: $204,249Net Income 2024: $604,1842024

Highlighted filing

2020

Revenue$139,108
Expenses$199,828
Net Income-$60,720
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 5, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKTrusteePT$19,619-$19,619
Filing and Contact Details

Filer

Filer Name
Ruth C Young Trust
EIN
31-6208204
Phone
7405886742
Address
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
7405886742
Signed
2021-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT ST 47TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence F Mcguire
Phone
4123556000
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ExplnOfNonFilingWithAGStmt/ExplanationTxt0The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74806857108 SCHLUMBERGER NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75007903107 ADVANCED MICRO DEVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76260557103 DOW INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9222052L104 CORTEVA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9322822V101 CROWN CASTLE INTERNA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94375558103 GILEAD SCIENCES INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98037833100 APPLE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100518439104 ESTEE LAUDER COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101892356106 TRACTOR SUPPLY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10289417E109 TRAVELERS COS INC/TH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10392826C839 VISA INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107084670702 BERKSHIRE HATHAWAY C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10820030N101 COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10930303M102 FACEBOOK INC CL-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110337738108 FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111580135101 MCDONALD S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112882508104 TEXAS INSTRUMENTS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11302079K305 ALPHABET INCORPORATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11467066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11528176E108 EDWARDS LIFESCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116464285105 ISHARES COMEX GOLD T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117166764100 CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11820825C104 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119291011104 EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12046625H100 JPMORGAN CHASE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121693506107 PPG INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122931142103 WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123543916688 LORD ABBETT SHORT DU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124693390700 PIMCO TOTAL RETURN F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125957663503 WESTERN ASSET CORE P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126713448108 PEPSICO INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm128883556102 THERMO FISHER SCIENT
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13388579Y101 3M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13446428Q109 ISHARES SILVER TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm135717081103 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm136025816109 AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm137071813109 BAXTER INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm138452308109 ILLINOIS TOOL WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13958933Y105 MERCK CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14092556V106 VIATRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14192343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14231420B847 FEDERATED INSTITUTIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14304314H667 ARTISAN INTERNATIONA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm144256746108 DOLLAR TREE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm145437076102 HOME DEPOT INC/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14665339F101 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm147594918104 MICROSOFT CORP
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt088449
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt050483
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0176
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0139108
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0139108
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0550
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0550
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt050483
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt09810
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt09810
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt019619
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0178514
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0178514
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt078463
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt088449
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-60720
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0999331
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt052
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt052
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt050483
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0118647
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0176
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0437
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0893
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0189074
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010299
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0199828
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0128946
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0139108
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt010560
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt010299
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt021314
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72014-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82020-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt121997-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132015-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt141990-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt050478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt149814
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt248131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt361044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4106507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt526284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt658289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt740000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt827107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1060000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12203948
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1398954

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,618,174
Liabilities
$0
Net assets
$2,618,174
Revenue
$139,108
Expenses
$199,828
Net income
-$60,720
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.81$0.20$0.60
2023Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.25$0.35$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.45$0.22$0.23
2021Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.58$0.20$0.37
2020Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.14$0.20$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.09$0.20$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.16$0.20$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.09$0.20$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.09$0.20$0.11
2015Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.12$0.21$0.09