Civic Intelligence

Paul & Ruth Bader Charitable Trust

EIN 31-6603402 • Lancaster, OH

3040 West Point Road SELancaster, OH 43130
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

65th percentile

0.00x

Higher debt load relative to assets than 65% of similar nonprofits.

<$500k nonprofits • Source year 2015

Liabilities / Revenue

75th percentile

0.02x

Higher debt load relative to revenue than 75% of similar nonprofits.

<$500k nonprofits • Source year 2015

Net Margin

63rd percentile

9.2%

Higher net margin than 63% of similar nonprofits.

<$500k nonprofits • Source year 2015

Top Officer Pay

86th percentile

$1,654

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 9.8% of source-year revenue.

<$500k nonprofits • Source year 2015

Asset Growth

57th percentile

0.5%

Faster asset growth than 57% of similar nonprofits.

<$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

83rd percentile

46%

Faster revenue growth than 83% of similar nonprofits.

<$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$0

Down $339,890 (-100%) from 2015

Liabilities

Down

$0

Down $370 (-100%) from 2015

Net Assets

Down

$0

Down $339,520 (-100%) from 2015

Operations
Liabilities / Revenue75th percentileNet Margin63rd percentile

Revenue

Down

$8,995

Down $7,920 (-47%) from 2015

Expenses

Up

$288,658

Up $273,294 (+1779%) from 2015

Net Income

Down

-$279,663

Down $281,214 (-18131%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $0Liabilities 2011: $0Net Assets 2011: $02011Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012Assets 2014: $338,342Liabilities 2014: $373Net Assets 2014: $337,9692014Assets 2015: $339,890Liabilities 2015: $370Net Assets 2015: $339,5202015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2016

Assets$0
Liabilities$0
Net Assets$0
Open 2016 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200K-$400KExpenses 2011: $02011Expenses 2012: $02012Revenue 2014: $11,554Expenses 2014: $2,113Net Income 2014: $9,4412014Revenue 2015: $16,915Expenses 2015: $15,364Net Income 2015: $1,5512015Revenue 2016: $8,995Expenses 2016: $288,658Net Income 2016: -$279,6632016

Highlighted filing

2016

Revenue$8,995
Expenses$288,658
Net Income-$279,663
Open 2016 Filing

Filings

Most recent year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$8,995
Expenses
$288,658
Net income
-$279,663
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.09$2.89$2.80
2015Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.17$0.15$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.12$0.02$0.09
2012Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
May 9, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM J SITTERLEYTrusteePT$1,431-$1,431
Filing and Contact Details

Filer

Filer Name
Paul & Ruth Bader Charitable Trust
EIN
31-6603402
Phone
7405693040
Address
3040 WEST POINT ROAD SE, LANCASTER, OH 43130

Signing Officer

Name
William J Sitterley
Title
Trustee
Phone
7405693040
Signed
2016-05-09
Discuss with paid preparer
Yes

Preparer

Firm
John M Lester CPA
Address
408 NORTH COLUMBUS STREET, LANCASTER, OH 43130-3033
Preparer
Jon M Lester CPA
Phone
7406547761
Raw XML Appendix267 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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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt016557
LiquidationExplanationStmt/ExplanationTxt0ALL ASSETS WERE GIFTED TO THE OHIO UNIVERSITY FOUNDATION, PRIOR TO THE FISCAL YEAR END. OHIO UNIVERSITY FOUNDATION P O BOX 869 ATHENS, OHIO 45701 SEE ATTACHED STATEMENT OF GIFTED ASSETS TOTALING 271,850.96.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt059856
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFFERENCE BETWEEN COST & FMV ON GIFTING TO OU
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt044
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt044
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt033
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt1337
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0FEDERAL EXCISE TAXES PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1FORM 4720 TAXES PAYABLE
TaxesSchedule/TaxesDetail/Amt0250
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM J SITTERLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07405693040
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAUL & RUTH BADER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0316603402
ReturnHeader/Filer/PhoneNum07405693040
ReturnHeader/Filer/USAddress/AddressLine1Txt03040 WEST POINT ROAD SE
ReturnHeader/Filer/USAddress/CityNm0LANCASTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043130
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311739424
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN M LESTER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0408 NORTH COLUMBUS STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANCASTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0431303033
ReturnHeader/PreparerPersonGrp/PhoneNum07406547761
ReturnHeader/PreparerPersonGrp/PreparationDt02016-06-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JON M LESTER CPA
ReturnHeader/ReturnTs02016-06-02T17:53:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

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