Civic Intelligence

Arnold D Stambaugh & Helen R Stambaugh Charitable Foundation

990PF • Fiscal year 2017 • EIN 34-1327065

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 24, 2018

Organization Profile
PO Box 1558 Dept Ea5w86Columbus, OH 43216

(330) 742-7021

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

86th percentile

39%

Higher net margin than 86% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

53rd percentile

$35,344

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 11.7% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

55th percentile

3.9%

Faster asset growth than 55% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

61st percentile

11%

Faster revenue growth than 61% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,831,508

Up $203,291 (+7.7%) from 2015

Net Assets

Up

$2,831,508

Up $203,291 (+7.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin86th percentile

Revenue

Up

$302,692

Up $86,813 (+40%) from 2015

Expenses

Up

$185,456

Up $3,665 (+2.0%) from 2015

Net Income

Up

$117,236

Up $83,148 (+244%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$6.0M$4.0M$2.0M$0Assets 2015: $2,628,217Liabilities 2015: $0Net Assets 2015: $2,628,2172015Assets 2017: $2,831,508Liabilities 2017: $0Net Assets 2017: $2,831,5082017Assets 2019: $3,132,581Liabilities 2019: $0Net Assets 2019: $3,132,5812019Assets 2020: $3,221,779Liabilities 2020: $0Net Assets 2020: $3,221,7792020Assets 2021: $3,494,821Liabilities 2021: $0Net Assets 2021: $3,494,8212021Assets 2024: $4,017,895Liabilities 2024: $0Net Assets 2024: $4,017,8952024

Highlighted filing

2017

Assets$2,831,508
Liabilities$0
Net Assets$2,831,508
Open 2017 Filing

Operations Trend

Revenue Growth61st percentile

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

$800K$600K$400K$200K$0Revenue 2015: $215,879Expenses 2015: $181,791Net Income 2015: $34,0882015Revenue 2017: $302,692Expenses 2017: $185,456Net Income 2017: $117,2362017Revenue 2019: $341,647Expenses 2019: $198,160Net Income 2019: $143,4872019Revenue 2020: $282,452Expenses 2020: $195,606Net Income 2020: $86,8462020Revenue 2021: $472,191Expenses 2021: $196,741Net Income 2021: $275,4502021Revenue 2024: $607,448Expenses 2024: $263,704Net Income 2024: $343,7442024

Highlighted filing

2017

Revenue$302,692
Expenses$185,456
Net Income$117,236
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 24, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKCo-TrusteeFT$35,344-$35,344
HELEN STAMBAUGHCo-TrusteePT$0--
LEONARD OLSONCo-TrusteePT$0--
FRANK HIERRODirector-$0--
Filing and Contact Details

Filer

Filer Name
A D & H R Stambaugh Char Fdn
EIN
34-1327065
Phone
3307427021
Address
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
3307427021
Signed
2018-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Doak a Pfaff
Phone
6142327288
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0201699
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0302692
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0468
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0468
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0935
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0201699
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt017672
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt017672
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt035344
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0144000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0100993
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0100993
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0117236
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0742385
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0201699
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0284552
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0162340
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt018140
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0185456
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0302692

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,831,508
Liabilities
$0
Net assets
$2,831,508
Revenue
$302,692
Expenses
$185,456
Net income
$117,236
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.61$0.26$0.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.49$0.00$3.49$0.47$0.20$0.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$0.00$3.22$0.28$0.20$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.13$0.00$3.13$0.34$0.20$0.14
2017Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.30$0.19$0.12
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.00$2.63$0.22$0.18$0.03