Civic Intelligence

Otto Schoepfle Charitable Trust

EIN 34-1781601 • 501(c)3 • Columbus, OH

Profile

To support the lorain county metro parks (schoepfle gardens) and the birmingham united methodist church childrens' choir

PO Box 1558 Dept Ea5w86Columbus, OH 43216

n/A

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

6th percentile

-53%

Higher net margin than 6% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

27th percentile

-3.3%

Faster asset growth than 27% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

20th percentile

-11%

Faster revenue growth than 20% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$4,086,833

Up $27,662 (+0.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,086,833

Up $27,662 (+0.7%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin6th percentile

Revenue

Up

$407,401

Up $116,842 (+40%) from 2023

Expenses

Up

$381,159

Up $30,003 (+8.5%) from 2023

Net Income

Up

$26,242

Up $86,839 (+143%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $5,095,673Liabilities 2010: $0Net Assets 2010: $5,095,6732010Assets 2015: $4,563,083Liabilities 2015: $0Net Assets 2015: $4,563,0832015Assets 2016: $4,469,251Liabilities 2016: $0Net Assets 2016: $4,469,2512016Assets 2017: $4,328,274Liabilities 2017: $0Net Assets 2017: $4,328,2742017Assets 2018: $4,457,768Liabilities 2018: $0Net Assets 2018: $4,457,7682018Assets 2019: $4,361,009Liabilities 2019: $0Net Assets 2019: $4,361,0092019Assets 2020: $4,335,425Liabilities 2020: $0Net Assets 2020: $4,335,4252020Assets 2021: $4,261,232Liabilities 2021: $0Net Assets 2021: $4,261,2322021Assets 2022: $4,119,678Liabilities 2022: $0Net Assets 2022: $4,119,6782022Assets 2023: $4,059,171Liabilities 2023: $0Net Assets 2023: $4,059,1712023Assets 2024: $4,086,833Liabilities 2024: $0Net Assets 2024: $4,086,8332024

Highlighted filing

2024

Assets$4,086,833
Liabilities$0
Net Assets$4,086,833
Open 2024 Filing

Operations Trend

Revenue Growth20th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $289,1572010Revenue 2015: $230,833Expenses 2015: $334,418Net Income 2015: -$103,5852015Revenue 2016: $232,610Expenses 2016: $326,327Net Income 2016: -$93,7172016Revenue 2017: $180,264Expenses 2017: $317,649Net Income 2017: -$137,3852017Revenue 2018: $495,355Expenses 2018: $338,935Net Income 2018: $156,4202018Revenue 2019: $189,468Expenses 2019: $314,933Net Income 2019: -$125,4652019Revenue 2020: $333,013Expenses 2020: $352,296Net Income 2020: -$19,2832020Revenue 2021: $304,580Expenses 2021: $380,399Net Income 2021: -$75,8192021Revenue 2022: $270,161Expenses 2022: $413,311Net Income 2022: -$143,1502022Revenue 2023: $290,559Expenses 2023: $351,156Net Income 2023: -$60,5972023Revenue 2024: $407,401Expenses 2024: $381,159Net Income 2024: $26,2422024

Highlighted filing

2024

Revenue$407,401
Expenses$381,159
Net Income$26,242
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,086,833
Liabilities
$0
Net assets
$4,086,833
Revenue
$407,401
Expenses
$381,159
Net income
$26,242
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.41$0.38$0.03
2023Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.29$0.35$0.06
2022Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.27$0.41$0.14
2021Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.30$0.38$0.08
2020Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.33$0.35$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.19$0.31$0.13
2018Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.50$0.34$0.16
2017Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.18$0.32$0.14
2016Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.23$0.33$0.09
2015Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.23$0.33$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.10$0.00$5.10$0.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 4, 2025
Return Version
2024v5.1
Gross Receipts
$1,443,055
Mission and Program Overview

Mission

To support the lorain county metro parks (schoepfle gardens) and the birmingham united methodist church childrens' choir

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$4,059,171$4,086,833▲ $27,662
Investments in Publicly Traded Securities$4,002,114$3,947,322▼ $54,792
Savings and Temporary Cash Investments$57,057$139,511▲ $82,454
Total Assets$4,059,171$4,086,833▲ $27,662
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,059,171$4,086,833▲ $27,662
Total Liabilities and Net Assets / Fund Balance$4,059,171$4,086,833▲ $27,662
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
Mark BrownTrustee$47,844$47,844

Board Members and Trustees

NameTitle
Dave BernsAdvisory Committee
Fred AlspachAdvisory Committee
Jim ZiemnikAdvisory Committee
Nicole BornhorstAdvisory Committee
-Trust Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$407,401
Other Revenue
$0
Change in Net Assets
$26,242
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$328,115
Salaries, Compensation, and Employee Benefits$47,844
Other Expenses$5,200
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$328,115--$328,115
Current Officers, Directors, Trustees, and Key Employees$23,922$23,922-$47,844
Fees for Services Accounting$5,000--$5,000
Other Expenses$200--$200
Total Functional Expenses$357,237$23,922$0$381,159
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lorain County ParkLagrange, OH170(b)(1)(a)(v)As Provided in Settlement Agreement$278,898
Birmingham UnitedBirmingham, OH170(b)(1)(a)(i)As Provided in Settlement Agreement$49,217
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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, Page 6, Part VI, Line 11-description of Process for Review

“Form 990 is reviewed by the trust officer prior to filing”

Form 990, Page 6, Part VI, Line 18

“The information is available upon request.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing document and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Otto Schoepfle Charitable Trust
EIN
34-1781601
Phone
3303847300
Address
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
3303847300
Signed
2025-05-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Martin
Formed
1994
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
5
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT ST 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura Strobel
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing adj (2,172), cy poai (-2,042), py poai (1,858), roc on cy sales (-567), rounding (-1)”

Raw XML Appendix392 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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1AS PROVIDED IN SETTLEMENT AGREEMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LORAIN COUNTY PARK
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BIRMINGHAM UNITED
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0DISTRICT 12882
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt1METHODIST CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0311566725
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ADVISORY COMMITTEE MONITORS THE USE OF FUNDS IN ACCORDANCE WITH THE TRUST DOCUMENTS
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE TRUST OFFICER PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE INFORMATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENT AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MUTUAL FUND TIMING ADJ (2,172), CY POAI (-2,042), PY POAI (1,858), ROC ON CY SALES (-567), ROUNDING (-1)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TotalReportableCompFromOrgAmt047844
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0407401
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04086833
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1558 DEPT EA4E86
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IRS990/USAddress/ZIPCd043216
IRS990/VotingMembersGoverningBodyCnt06
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HUNTINGTON NATIONAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03303847300
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OTTO SCHOEPFLE CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SCHO
ReturnHeader/Filer/EIN0341781601
ReturnHeader/Filer/PhoneNum03303847300
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT ST 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA STROBEL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-07T22:01:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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