Civic Intelligence

Kenneth and Elisabeth Taylor Charitable Trust

EIN 31-6608554 • Lancaster, OH

3040 West Point RoadLancaster, OH 43130
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2016

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2016

Net Margin

3rd percentile

-2236%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2016

Top Officer Pay

89th percentile

$5,725

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 11.6% of source-year revenue.

<$500k nonprofits • Source year 2016

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-48%

Faster revenue growth than 18% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,256,914 (-100%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Down

$0

Down $1,256,914 (-100%) from 2015

Operations
Liabilities / Revenue62nd percentileNet Margin3rd percentile

Revenue

Down

$49,256

Down $45,257 (-48%) from 2015

Expenses

Up

$1,150,570

Up $1,094,629 (+1957%) from 2015

Net Income

Down

-$1,101,314

Down $1,139,886 (-2955%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$1.5M$1.0M$500K$0Assets 2013: $1,148,875Liabilities 2013: $0Net Assets 2013: $1,148,8752013Assets 2014: $1,219,701Liabilities 2014: $1,359Net Assets 2014: $1,218,3422014Assets 2015: $1,256,914Liabilities 2015: $0Net Assets 2015: $1,256,9142015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2016

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

Operations Trend

Revenue Growth18th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2013: $63,7872013Revenue 2014: $128,904Expenses 2014: $59,437Net Income 2014: $69,4672014Revenue 2015: $94,513Expenses 2015: $55,941Net Income 2015: $38,5722015Revenue 2016: $49,256Expenses 2016: $1,150,570Net Income 2016: -$1,101,3142016

Highlighted filing

2016

Revenue$49,256
Expenses$1,150,570
Net Income-$1,101,314
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
$49,256
Expenses
$1,150,570
Net income
-$1,101,314
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.05$1.15$1.10
2015Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.09$0.06$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.13$0.06$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
May 2, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM J SITTERLEYTrusteePT$5,725-$5,725
Filing and Contact Details

Filer

Filer Name
Kenneth and Elisabeth Taylor
EIN
31-6608554
Phone
7405693040
Address
3040 WEST POINT ROAD, LANCASTER, OH 43130

Signing Officer

Name
William J Sitterley
Title
Trustee
Phone
7405693040
Signed
2016-05-02
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 Appendix264 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FIRST TRUST GLOBAL - 2,675 SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1GOLDMAN SACHS - 35,000 SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2HEALTH CARE REIT - 413 SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3IVY FDS INC - 429.553 SH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM J SITTERLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt038086
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt059715
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt038086
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01050942
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01050942
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01148743
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01050942
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01050942
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt059715
LiquidationExplanationStmt/ExplanationTxt0ALL ASSETS WERE GIFTED TO THE OHIO STATE UNIVERSITY FOUNDATION, PRIOR TO THE FISCAL YEAR END. THE OHIO STATE UNIVERSITY FOUNDATION 1480 WEST LANE AVE COLUMBUS, OHIO 43221 SEE ATTACHED STATEMENT OF GIFTED ASSETS TOTALING 1,083,384.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0155600
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFFERENCE BETWEEN COST & FMV ON GIFTING TO OSU
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0173
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0173
TaxesSchedule/TaxesDetail/Amt0968
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM J SITTERLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07405693040
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KENNETH AND ELISABETH TAYLOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0KENN
ReturnHeader/Filer/EIN0316608554
ReturnHeader/Filer/PhoneNum07405693040
ReturnHeader/Filer/USAddress/AddressLine1Txt03040 WEST POINT ROAD
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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