Civic Intelligence

Bertlyn Bosley Irrv Trust

990 • Fiscal year 2012 • EIN 31-6382164

Jan 01, 2012 to Dec 31, 2012 • Filed on Mar 02, 2013

138 Putnam Street45750
Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

51st percentile

1.2%

Faster asset growth than 51% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$1,222,121

Up $14,192 (+1.2%) from 2011

Net Assets

Up

$1,222,121

Up $14,192 (+1.2%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$68,723

Down $6,689 (-8.9%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,207,929Liabilities 2011: $0Net Assets 2011: $1,207,9292011Assets 2012: $1,222,121Liabilities 2012: $0Net Assets 2012: $1,222,1212012Assets 2013: $1,293,260Liabilities 2013: $0Net Assets 2013: $1,293,2602013Assets 2014: $1,394,800Liabilities 2014: $0Net Assets 2014: $1,394,8002014Assets 2015: $1,432,081Liabilities 2015: $0Net Assets 2015: $1,432,0812015Assets 2016: $1,540,514Liabilities 2016: $0Net Assets 2016: $1,540,5142016Assets 2017: $1,592,073Liabilities 2017: $0Net Assets 2017: $1,592,0732017Assets 2018: $1,602,584Liabilities 2018: $0Net Assets 2018: $1,602,5842018Assets 2019: $1,623,141Liabilities 2019: $0Net Assets 2019: $1,623,1412019Assets 2020: $1,617,457Liabilities 2020: $0Net Assets 2020: $1,617,4572020Assets 2021: $1,831,453Liabilities 2021: $0Net Assets 2021: $1,831,4532021Assets 2022: $1,823,174Liabilities 2022: $0Net Assets 2022: $1,823,1742022Assets 2023: $1,810,135Liabilities 2023: $0Net Assets 2023: $1,810,1352023Assets 2024: $1,865,754Liabilities 2024: $0Net Assets 2024: $1,865,7542024

Highlighted filing

2012

Assets$1,222,121
Liabilities$0
Net Assets$1,222,121

Operations Trend

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

$400K$300K$200K$100K$0-$100KExpenses 2011: $75,4122011Expenses 2012: $68,7232012Revenue 2013: $136,313Expenses 2013: $65,174Net Income 2013: $71,1392013Revenue 2014: $170,029Expenses 2014: $68,489Net Income 2014: $101,5402014Revenue 2015: $95,671Expenses 2015: $73,824Net Income 2015: $21,8472015Revenue 2016: $163,859Expenses 2016: $55,726Net Income 2016: $108,1332016Revenue 2017: $102,765Expenses 2017: $50,739Net Income 2017: $52,0262017Revenue 2018: $95,473Expenses 2018: $84,911Net Income 2018: $10,5622018Revenue 2019: $102,214Expenses 2019: $82,040Net Income 2019: $20,1742019Revenue 2020: $78,421Expenses 2020: $84,614Net Income 2020: -$6,1932020Revenue 2021: $311,281Expenses 2021: $97,052Net Income 2021: $214,2292021Revenue 2022: $92,595Expenses 2022: $100,624Net Income 2022: -$8,0292022Revenue 2023: $77,593Expenses 2023: $83,732Net Income 2023: -$6,1392023Revenue 2024: $149,418Expenses 2024: $93,354Net Income 2024: $56,0642024

Highlighted filing

2012

Revenue-
Expenses$68,723
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Mar 2, 2013
Return Version
2012v2.1
Gross Receipts
$333,156
Mission and Program Overview

Mission

To provide support for the operation and maintenance of "the castle", an historic building owned by the betsey mills and operated as a civic and historical enterprise for the public in general

Filing and Contact Details

Filer

EIN
31-6382164
Raw XML Appendix274 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
IRS990/AccountantCompileOrReview00
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0TO PROVIDE SUPPORT FOR THE OPERATION AND MAINTENANCE OF "THE CASTLE", A HISTORIC BUILDING OWNED BY THE BETSEY MILLS AND OPERATED AS A CIVIC AND HISTORICAL ENTERPRISE FOR THE PUBLIC IN GENERAL.
IRS990/AddressPrincipalOfficerUS/AddressLine10138 PUTNAM STREET
IRS990/AddressPrincipalOfficerUS/City0MARIETTA
IRS990/AddressPrincipalOfficerUS/State0OH
IRS990/AddressPrincipalOfficerUS/ZIPCode045750
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
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IRS990/CapStckTrstPrinCurrentFunds/EOY01243929
IRS990/CashNonInterestBearing/BOY059274
IRS990/CashNonInterestBearing/EOY051430
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
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IRS990/CompDisqualPersons/Total07466
IRS990/CompensationFromOtherSources00
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IRS990/CompensationProcessOther00
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IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
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IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C301
IRS990/Description0TO PROVIDE SUPPORT FOR THE OPERATION AND MAINTENANCE OF "THE CASTLE", AN HISTORIC BUILDING OWNED BY THE BETSEY MILLS AND OPERATED AS A CIVIC AND HISTORICAL ENTERPRISE FOR THE PUBLIC IN GENERAL. TO SUPPORTED ORGANIZATION, BETSEY MILLS 300 FOURTH STREET, MARIETTA, OH 45750.
IRS990/DisregardedEntity00
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IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990ProvidedToGoverningBody00
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IRS990/GrantsAndSimilarAmntsCY060327
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IRS990/GrantsToDomesticOrgs/ProgramServices060327
IRS990/GrantsToDomesticOrgs/Total060327
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations01
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IRS990/GrossAmountSalesAssets/Securities0292094
IRS990/GrossReceipts0333156
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
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IRS990/InfoInScheduleOPartVI0X
IRS990/InvestmentIncomeCurrentYear082915
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IRS990/InvestmentIncome/RelatedOrExemptFunctionIncome041062
IRS990/InvestmentIncome/TotalRevenueColumn041062
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsPubTradedSecurities/BOY01148655
IRS990/InvestmentsPubTradedSecurities/EOY01170691
IRS990/LessCostOthBasisSalesExpenses/Securities0250241
IRS990/LoanToOfficerOrDQP00
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IRS990/MissionDescription0TO PROVIDE SUPPORT FOR THE OPERATION AND MAINTENANCE OF "THE CASTLE", AN HISTORIC BUILDING OWNED BY THE BETSEY MILLS AND OPERATED AS A CIVIC AND HISTORICAL ENTERPRISE FOR THE PUBLIC IN GENERAL.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0KELLY A SHEPPARD
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers00
IRS990/NbrVotingMembersGoverningBody00
IRS990/NetAssetsOrFundBalancesBOY01207929
IRS990/NetAssetsOrFundBalancesEOY01222121
IRS990/NetGainOrLossInvestments/RelatedOrExemptFunctionIncome041853
IRS990/NetGainOrLossInvestments/TotalRevenueColumn041853
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
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IRS990/OtherExpensesCurrentYear0930
IRS990/OtherExpenses/Description0OHIO FILING FEES
IRS990/OtherExpenses/ManagementAndGeneral0200
IRS990/OtherExpenses/Total0200
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear00
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
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IRS990/PartialLiquidation00
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IRS990/ProfessionalFundraising00
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IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses014192
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
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IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY0-36000
IRS990/RetainedEarningsEndowmentEtc/EOY0-21808
IRS990/RevenuesLessExpensesCY014192
IRS990/RevenuesLessExpensesPriorYear0-13588
IRS990/SalariesEtcCurrentYear07466
IRS990/SalariesEtcPriorYear06617
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts060327
IRS990ScheduleA/SupportedOrgInformation/Amount060327
IRS990ScheduleA/SupportedOrgInformation/EIN0314379428
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc00
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10BETSEY MILLS
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization0LINE 9
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IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990/ScheduleBRequired00
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: THE SOLE PURPOSES IS TO PROVIDE SUPPORT FOR THE OPERATION AND MAINTENANCE OF "THE CASTLE", AN HISTORIC BUILDING IN MARIETTA, OHIO OWNED BY THE BETSEY MILLS CORPORATION.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine10300 FOURTH STREET
IRS990ScheduleI/RecipientTable/AddressUS/City0MARIETTA
IRS990ScheduleI/RecipientTable/AddressUS/State0OH
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode045750
IRS990ScheduleI/RecipientTable/AmountOfCashGrant060327
IRS990ScheduleI/RecipientTable/EINOfRecipient0314379428
IRS990ScheduleI/RecipientTable/IRCSection0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrant0SUPPORT OPERATION AND MAINTENANCE OF "THE CASTLE", AN HISTORIC BUILDING IN MARIETTA, OH OWNED BY THE BETSEY.
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10BETSEY MILLS CORPORATION
IRS990ScheduleI/RecordsMaintained01
IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants01
IRS990ScheduleI/TotalNbrOfOtherOrganizations01
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0THE TRUST IS A SUPPORTING ORGANIZATION OF THE BETSEY MILLS CORPORATION FOR THE OPERATION AND MAINTENANCE OF "THE CASTLE". THE TRUST DOES NOT HAVE A GOVERNING BODY OUTSIDE OF THE TRUSTEES. THERE ARE NO BOARD MEETINGS TO DOCUMENT.
IRS990ScheduleO/GeneralExplanation/Explanation1THE TRUST IS A SUPPORTING ORGANIZATION OF THE BETSEY MILLS CORPORATION FOR THE OPERATION AND MAINTENANCE OF "THE CASTLE". THE TRUST DOES NOT HAVE A GOVERNING BODY OUTSIDE OF THE TRUSTEES, AND THERE ARE NO SPECIAL COMMITTEES.
IRS990ScheduleO/GeneralExplanation/Explanation2THE TRUST IS A SUPPORTING ORGANIZATION OF THE BETSEY MILLS CORPORATION FOR THE OPERATION AND MAINTENANCE OF "THE CASTLE". THE TRUST DOES NOT HAVE A GOVERNING BODY OUTSIDE OF THE TRUSTEES. THE TRUSTEES REVIEW THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/GeneralExplanation/Explanation3ALL BOOKS AND RECORDS OF THIS CORPORATION MAY BE INSPECTED AT ITS PRINCIPAL PLACE OF BUSINESS BY THE PUBLIC FOR ANY PROPER PURPOSE, AT ANY REASONABLE TIME ON WRITTEN DEMAND UNDER OATH STATING THE PURPOSE OF THE INSPECTION. THE TRUSTEE OF THE TRUST SHALL BE IN ATTENDANCE FOR EACH SUCH INSPECTION.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/School00
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IRS990/SignificantNewProgramServices00
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IRS990/StatesWhereCopyOfReturnIsFiled0OH
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
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IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10138 PUTNAM STREET
IRS990/TheBooksAreInCareOf/AddressUS/City0MARIETTA
IRS990/TheBooksAreInCareOf/AddressUS/State0OH
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode045750
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10PEOPLES BANK NA
IRS990/TheBooksAreInCareOf/TelephoneNumber07403746154
IRS990/TotalAssets/BOY01207929
IRS990/TotalAssetsBOY01207929
IRS990/TotalAssets/EOY01222121
IRS990/TotalAssetsEOY01222121
IRS990/TotalCompGT150K00
IRS990/TotalExpensesCurrentYear068723
IRS990/TotalExpensesPriorYear075412
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral08396
IRS990/TotalFunctionalExpenses/ProgramServices060327
IRS990/TotalFunctionalExpenses/Total068723
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IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilitiesBOY00
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IRS990/TotalLiabilitiesEOY00
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IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
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IRS990/TotalProfFundrsngExpCY00
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IRS990/TotalReportableCompFrmRltdOrgs00
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IRS990/TotalRevenue/RelatedOrExemptFunctionIncome082915
IRS990/TotalRevenue/TotalRevenueColumn082915
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01991
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0316382164
ReturnHeader/Filer/Name/BusinessNameLine10BERTLYN BOSLEY IRRV TRUST
ReturnHeader/Filer/NameControl0BOSL
ReturnHeader/Filer/Phone07403747113
ReturnHeader/Filer/USAddress/AddressLine10138 PUTNAM STREET
ReturnHeader/Filer/USAddress/City0MARIETTA
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode045750
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-03-02
ReturnHeader/Officer/Name0KELLY A SHEPPARD
ReturnHeader/Officer/Phone07403747113
ReturnHeader/Officer/Title0TAX MANAGER
ReturnHeader/Preparer/DatePrepared02013-03-02
ReturnHeader/PreparerFirm/EIN0341310124
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10REA & ASSOCIATES INC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10132 SOUTH FOURTH STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MARIETTA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0457503208
ReturnHeader/Preparer/Name0INEZ G BOWIE CPA
ReturnHeader/Preparer/Phone07403737423
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-03-08T10:59:08-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.15$0.09$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.08$0.08$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.09$0.10$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.31$0.10$0.21
2020Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.08$0.08$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.10$0.08$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.10$0.08$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.10$0.05$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.16$0.06$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.10$0.07$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.17$0.07$0.10
2013Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.14$0.07$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.00$1.22$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.00$1.21$0.08