Civic Intelligence

Bertlyn Bosley Irrv Trust

990 • Fiscal year 2014 • EIN 31-6382164

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 11, 2015

Organization ProfileN/A
138 Putnam StreetMarietta, OH 45750

(740) 374-7113

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

94th percentile

60%

Higher net margin than 94% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

36th percentile

$10,919

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

66th percentile

7.9%

Faster asset growth than 66% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

79th percentile

25%

Faster revenue growth than 79% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,394,800

Up $101,540 (+7.9%) from 2013

Net Assets

Up

$1,394,800

Up $101,540 (+7.9%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin94th percentile

Revenue

Up

$170,029

Up $33,716 (+25%) from 2013

Expenses

Up

$68,489

Up $3,315 (+5.1%) from 2013

Net Income

Up

$101,540

Up $30,401 (+43%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

2014

Assets$1,394,800
Liabilities$0
Net Assets$1,394,800
Open 2014 Filing

Operations Trend

Revenue Growth79th percentile

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

2014

Revenue$170,029
Expenses$68,489
Net Income$101,540
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 11, 2015
Return Version
2014v5.0
Gross Receipts
$803,681
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

To 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,245,127$1,337,831▲ $92,704
Cap Stk Tr Prin Current Funds$1,243,929$1,243,929→ $0
Rtn Earn Endowment Incm Other Fnds$49,331$150,871▲ $101,540
Cash and Non-Interest-Bearing Accounts$48,133$56,969▲ $8,836
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$1,293,260$1,394,800▲ $101,540
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,293,260$1,394,800▲ $101,540
Total Liabilities and Net Assets / Fund Balance$1,293,260$1,394,800▲ $101,540
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleBaseTotal
-Trustee$10,919$10,919
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$170,029
Other Revenue
$0
Change in Net Assets
$101,540
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$56,600
Salaries, Compensation, and Employee Benefits$10,919
Other Expenses$970
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$56,600--$56,600
Comp Disqual Persons-$10,919-$10,919
Fees for Services Accounting-$770-$770
Other Expenses-$200-$200
Total Functional Expenses$56,600$11,889$0$68,489
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Betsey Mills CorporationMarietta, OH501(c)(3)SUPPORT OPERATION AND MAINTENANCE OF "THE CASTLE", AN HISTORIC BUILDING IN MARIETTA, OH OWNED BY THE BETSEY.$56,600
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

“The 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.”

Form 990, Part VI, Section A, Line 8B

“The 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.”

Form 990, Part VI, Section B, Line 11

“The 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.”

Form 990, Part VI, Section C, Line 19

“All 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.”

Filing and Contact Details

Filer

Filer Name
Bertlyn Bosley Irrv Trust
EIN
31-6382164
Phone
7403747113
Address
138 PUTNAM STREET, MARIETTA, OH 45750

Signing Officer

Name
Kelly a Sheppard
Title
Tax Manager
Phone
7403747113
Signed
2015-03-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelly a Sheppard
Formed
1991
Legal Domicile
Oh
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Rea & Associates Inc
Address
132 SOUTH FOURTH STREET, MARIETTA, OH 45750-3208
Preparer
Inez G Bowie CPA
Phone
7403737423
Raw XML Appendix359 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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IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt046335
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt043359
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0314379428
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0LINE 9
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt056600
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BETSEY MILLS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt056600
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt056600
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT OPERATION AND MAINTENANCE OF "THE CASTLE", AN HISTORIC BUILDING IN MARIETTA, OH OWNED BY THE BETSEY.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BETSEY MILLS CORPORATION
IRS990ScheduleI/RecipientTable/RecipientEIN0314379428
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0300 FOURTH STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MARIETTA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd045750
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE 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/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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/SupplementalInformationDetail/ExplanationTxt1THE 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/SupplementalInformationDetail/ExplanationTxt2THE 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/SupplementalInformationDetail/ExplanationTxt3ALL 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/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01293260
IRS990/TotalAssetsEOYAmt01394800
IRS990/TotalAssetsGrp/BOYAmt01293260
IRS990/TotalAssetsGrp/EOYAmt01394800
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011889
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt056600
IRS990/TotalFunctionalExpensesGrp/TotalAmt068489
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01293260
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01394800
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt056600
IRS990/TotalReportableCompFromOrgAmt010919
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0170029
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0170029
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01293260
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01394800
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0138 PUTNAM STREET
IRS990/USAddress/CityNm0MARIETTA
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045750
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY A SHEPPARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum07403747113
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERTLYN BOSLEY IRRV TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BOSL
ReturnHeader/Filer/EIN0316382164
ReturnHeader/Filer/PhoneNum07403747113
ReturnHeader/Filer/USAddress/AddressLine1Txt0138 PUTNAM STREET
ReturnHeader/Filer/USAddress/CityNm0MARIETTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045750
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341310124
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REA & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0132 SOUTH FOURTH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARIETTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0457503208
ReturnHeader/PreparerPersonGrp/PhoneNum07403737423
ReturnHeader/PreparerPersonGrp/PreparationDt02015-03-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0INEZ G BOWIE CPA
ReturnHeader/ReturnTs02015-03-26T17:19:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,394,800
Liabilities
$0
Net assets
$1,394,800
Revenue
$170,029
Expenses
$68,489
Net income
$101,540
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