Civic Intelligence

Philip E Guthery Tr 200327

990PF • Fiscal year 2019 • EIN 31-6234594

Sep 01, 2018 to Aug 31, 2019 • Filed on Sep 16, 2019

Organization Profile
PO Box 1558 Dept Ea5w86Columbus, OH 43216

(614) 331-9547

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

88th percentile

43%

Higher net margin than 88% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

56th percentile

$2,500

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

50th percentile

2.0%

Faster asset growth than 50% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

75th percentile

22%

Faster revenue growth than 75% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$534,664

Up $10,590 (+2.0%) from 2018

Net Assets

Up

$534,664

Up $10,590 (+2.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin88th percentile

Revenue

Up

$24,578

Up $4,480 (+22%) from 2018

Expenses

Down

$13,986

Down $15,143 (-52%) from 2018

Net Income

Up

$10,592

Up $19,623 (+217%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$600K$400K$200K$0Assets 2016: $532,276Liabilities 2016: $0Net Assets 2016: $532,2762016Assets 2018: $524,074Liabilities 2018: $0Net Assets 2018: $524,0742018Assets 2019: $534,664Liabilities 2019: $0Net Assets 2019: $534,6642019Assets 2020: $471,660Liabilities 2020: $0Net Assets 2020: $471,6602020Assets 2021: $564,229Liabilities 2021: $0Net Assets 2021: $564,2292021Assets 2022: $574,807Liabilities 2022: $0Net Assets 2022: $574,8072022Assets 2023: $574,556Liabilities 2023: $0Net Assets 2023: $574,5562023Assets 2024: $544,754Liabilities 2024: $0Net Assets 2024: $544,7542024Assets 2025: $530,760Liabilities 2025: $0Net Assets 2025: $530,7602025

Highlighted filing

2019

Assets$534,664
Liabilities$0
Net Assets$534,664
Open 2019 Filing

Operations Trend

Revenue Growth75th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2016: $24,682Expenses 2016: $52,594Net Income 2016: -$27,9122016Revenue 2018: $20,098Expenses 2018: $29,129Net Income 2018: -$9,0312018Revenue 2019: $24,578Expenses 2019: $13,986Net Income 2019: $10,5922019Revenue 2020: $203Expenses 2020: $63,207Net Income 2020: -$63,0042020Revenue 2021: $103,784Expenses 2021: $11,002Net Income 2021: $92,7822021Revenue 2022: $47,526Expenses 2022: $36,907Net Income 2022: $10,6192022Revenue 2023: $16,934Expenses 2023: $17,128Net Income 2023: -$1942023Revenue 2024: $21,182Expenses 2024: $50,980Net Income 2024: -$29,7982024Revenue 2025: $38,227Expenses 2025: $51,871Net Income 2025: -$13,6442025

Highlighted filing

2019

Revenue$24,578
Expenses$13,986
Net Income$10,592
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Sep 16, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKTrustee-$2,500-$2,500
Filing and Contact Details

Filer

Filer Name
Philip E Guthery Tr 200327
EIN
31-6234594
Phone
6143319547
Address
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
6143319547
Signed
2019-09-16
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Doak a Pfaff
Phone
6142327288
Raw XML Appendix376 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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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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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0522937
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0520010
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0562428
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0566241
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt012116
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.255809
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt012116
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt012116
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt012116
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 1558 DEPT EA5W86
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0COLUMBUS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd043216
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0HUNTINGTON NATIONAL BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum06144804962
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010766
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNITED WAY OF MARION COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0EXECUTIVE DIRECTOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MARION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0433010473
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010766
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt012116
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025461
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012116
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt010289
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt025461
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt022405
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE ATTORNEY GENERAL FILING
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
TaxesSchedule/TaxesDetail/Amt0489
TaxesSchedule/TaxesDetail/Amt131
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt131
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HUNTINGTON NATIONAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06143319547
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHILIP E GUTHERY TR 200327
ReturnHeader/Filer/BusinessNameControlTxt0GUTH
ReturnHeader/Filer/EIN0316234594
ReturnHeader/Filer/PhoneNum06143319547
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1558 DEPT EA5W86
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043216
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C067791168084C2AD5E260742FA0C8FBC45B0339
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId003DCB3A75424B561FF01D6E3FDB2CD15D9704D08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.168.85.1
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 YARD STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRANDVIEW HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043212
ReturnHeader/PreparerPersonGrp/PhoneNum06142327288
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOAK A PFAFF
ReturnHeader/ReturnTs02019-11-13T13:00:21-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$534,664
Liabilities
$0
Net assets
$534,664
Revenue
$24,578
Expenses
$13,986
Net income
$10,592
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.38$0.52$0.14
2024Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.21$0.51$0.30
2023Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.17$0.17$0.00
2022Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.48$0.37$0.11
2021Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$1.04$0.11$0.93
2020Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.00$0.63$0.63
2019Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$0.25$0.14$0.11
2018Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.20$0.29$0.09
2016Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.25$0.53$0.28
Peer Organizations

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