Civic Intelligence

Otto C Epp Fund B Charitable Trust

990PF • Fiscal year 2010 • EIN 31-6365704

Jun 01, 2009 to May 31, 2010 • Filed on Aug 24, 2010

Organization Profile
C/O PNC BANK 620 LIBERTY AVENUE No10thfl15222-2705
Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2010 filings • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

91st percentile

$24,998

Higher top officer pay than 91% of similar nonprofits.

2010 filings • $1M-$5M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets21st percentile

Assets

$2,645,727

No earlier filing loaded for comparison.

Net Assets

$2,645,727

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$159,440

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,645,727Liabilities 2010: $0Net Assets 2010: $2,645,7272010Assets 2011: $2,667,958Liabilities 2011: $0Net Assets 2011: $2,667,9582011Assets 2012: $2,672,601Liabilities 2012: $0Net Assets 2012: $2,672,6012012Assets 2013: $2,829,847Liabilities 2013: $0Net Assets 2013: $2,829,8472013Assets 2014: $3,231,462Liabilities 2014: $0Net Assets 2014: $3,231,4622014Assets 2015: $3,253,134Liabilities 2015: $0Net Assets 2015: $3,253,1342015Assets 2016: $3,219,668Liabilities 2016: $0Net Assets 2016: $3,219,6682016Assets 2017: $3,268,793Liabilities 2017: $0Net Assets 2017: $3,268,7932017Assets 2018: $3,253,979Liabilities 2018: $0Net Assets 2018: $3,253,9792018Assets 2019: $3,548,421Liabilities 2019: $0Net Assets 2019: $3,548,4212019Assets 2020: $3,316,977Liabilities 2020: $0Net Assets 2020: $3,316,9772020Assets 2021: $3,309,949Liabilities 2021: $0Net Assets 2021: $3,309,9492021Assets 2022: $3,448,177Liabilities 2022: $0Net Assets 2022: $3,448,1772022Assets 2023: $3,168,170Liabilities 2023: $0Net Assets 2023: $3,168,1702023Assets 2024: $3,097,598Liabilities 2024: $0Net Assets 2024: $3,097,5982024Assets 2025: $3,101,836Liabilities 2025: $0Net Assets 2025: $3,101,8362025

Highlighted filing

2010

Assets$2,645,727
Liabilities$0
Net Assets$2,645,727
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $159,4402010Expenses 2011: $148,1392011Expenses 2012: $172,0022012Expenses 2013: $175,1702013Revenue 2014: $498,410Expenses 2014: $96,349Net Income 2014: $402,0612014Revenue 2015: $287,053Expenses 2015: $198,930Net Income 2015: $88,1232015Revenue 2016: $172,766Expenses 2016: $205,790Net Income 2016: -$33,0242016Revenue 2017: $254,347Expenses 2017: $204,546Net Income 2017: $49,8012017Revenue 2018: $193,585Expenses 2018: $208,373Net Income 2018: -$14,7882018Revenue 2019: $511,725Expenses 2019: $217,296Net Income 2019: $294,4292019Revenue 2020: -$14,672Expenses 2020: $217,971Net Income 2020: -$232,6432020Revenue 2021: $213,152Expenses 2021: $215,177Net Income 2021: -$2,0252021Revenue 2022: $365,307Expenses 2022: $226,745Net Income 2022: $138,5622022Revenue 2023: -$46,625Expenses 2023: $233,948Net Income 2023: -$280,5732023Revenue 2024: $130,209Expenses 2024: $199,564Net Income 2024: -$69,3552024Revenue 2025: $215,009Expenses 2025: $208,487Net Income 2025: $6,5222025

Highlighted filing

2010

Revenue-
Expenses$159,440
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2009 to May 31, 2010
Signed
Aug 24, 2010
Return Version
2009v1.4
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrusteePT$24,998-$24,998
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantYMCA OF GREATER CINCINNATIUNRESTRICTED GRANTPUBLIC CHARITYCINCINNATI, OH, US$26,632
Paid GrantYWCA-CINCINNATI CHAPTERUNRESTRICTED GRANTPUBLIC CHARITYCINCINNATI, OH, US$26,632
Paid GrantBEECH ACRES-GPOHUNRESTRICTED GRANTPUBLIC CHARITYCINCINNATI, OH, US$26,631
Paid GrantBOYS & GIRLS CLUB NO EASTERN PAUNRESTRICTED GRANTPUBLIC CHARITYSCRANTON, PA, US$26,631
Paid GrantCINCINNATI SALVATION ARMYUNRESTRICTED GRANTPUBLIC CHARITYCINCINNATI, OH, US$26,631
Filing and Contact Details

Filer

EIN
31-6365704
Raw XML Appendix395 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.

Path#Value
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AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Amount00
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Description0n/a
ExplnOfNonFilingWithAGStmt/Statement0THIS TRUST IS NOT REQUIRED TO PROVIDE A COPY OF THIS RETURN TO THE OHIO ATTORNEY GENERAL BECAUSE, IN LIEU THERE OF, IT IS DIRECTED TO ANNUALLY COMPLETE AN OHIO CHARITABLE TRUST REGISTRATION FORM.
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue00
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue25421
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2limited partnerships
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis125
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0LONG TERM CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1SHORT TERM CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2SALE OF PUBLICLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3CLASS ACTION SETTLEMENTS
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IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SummaryOfDirectCharitableActy/Description10n/a
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/AllOthProgRltdInvestmentsTotal00
IRS990PF/SumOfProgramRelatedInvestments/Amount100
IRS990PF/SumOfProgramRelatedInvestments/Description10n/a
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount026631
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount126631
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount226631
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount326632
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount426632
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0UNRESTRICTED GRANT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1UNRESTRICTED GRANT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2UNRESTRICTED GRANT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3UNRESTRICTED GRANT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4UNRESTRICTED GRANT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10BEECH ACRES-GPOH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11BOYS & GIRLS CLUB NO EASTERN PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12CINCINNATI SALVATION ARMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13YMCA OF GREATER CINCINNATI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14YWCA-CINCINNATI CHAPTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine106881 BEECHMONT AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11609 ASH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12114 EAST CENTRAL PARKWAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131105 ELM STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14898 WALNUT STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0CINCINNATI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1SCRANTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2CINCINNATI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3CINCINNATI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4CINCINNATI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode045230
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1185101047
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode2452027234
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode3452027513
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode4452022000
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0133157
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear081596
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1058711
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0132295
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0140307
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY050699
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear058711
OtherDecreasesSchedule/OtherDecreases/Amount051
OtherDecreasesSchedule/OtherDecreases/Description0NOBEL CORP. CARRYING VALUE ADJUSTMENT
OtherExpensesSchedule/OtherExpenses/Description0OHIO ATTORNEY GENERAL FILING FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0200
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0200
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome024
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome1281
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome288
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome33481
OtherIncomeSchedule2/OtherIncome/Description0LAZARD PTP
OtherIncomeSchedule2/OtherIncome/Description1CLASS ACTION SETTLEMENT
OtherIncomeSchedule2/OtherIncome/Description2RETURN OF CAPITAL
OtherIncomeSchedule2/OtherIncome/Description3EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome024
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks024
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks1281
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks288
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks33481
TaxesSchedule/Taxes/Amount025
TaxesSchedule/Taxes/Amount1360
TaxesSchedule/Taxes/Category0FOREIGN TAXES
TaxesSchedule/Taxes/Category12008 EXCISE TAX ESTIMATES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome025
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0316365704
ReturnHeader/Filer/Name/BusinessNameLine10OTTO C EPP FUND B CHARITABLE TR
ReturnHeader/Filer/NameControl0EPP
ReturnHeader/Filer/Phone04127622383
ReturnHeader/Filer/USAddress/AddressLine10C/O PNC BANK 620 LIBERTY AVENUE No
ReturnHeader/Filer/USAddress/AddressLine2010THFL
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0152222705
ReturnHeader/Officer/DateSigned02010-08-24
ReturnHeader/Officer/Name0DALE KOHSER
ReturnHeader/Officer/Phone04127622383
ReturnHeader/Officer/Title0ASSISTANT VICE PRESIDENT
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02009-06-01
ReturnHeader/TaxPeriodEndDate02010-05-31
ReturnHeader/TaxYear02009
ReturnHeader/Timestamp02010-08-24T11:43:12-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,645,727
Liabilities
$0
Net assets
$2,645,727
Revenue
-
Expenses
$159,440
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.22$0.21$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.10$0.00$3.10$0.13$0.20$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.00$3.17$0.05$0.23$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.45$0.00$3.45$0.37$0.23$0.14
2021Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.21$0.22$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.32$0.00$3.32$0.01$0.22$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.55$0.00$3.55$0.51$0.22$0.29
2018Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.19$0.21$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.27$0.00$3.27$0.25$0.20$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.17$0.21$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.29$0.20$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.50$0.10$0.40
2013Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.18
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.67$0.00$2.67$0.17
2011Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.15
2010Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.16