Civic Intelligence

Otto B Schoepfle Charitable Trust 4749

990 • Fiscal year 2016 • EIN 34-1781601

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 27, 2017

Organization ProfileN/A
PO Box 1558 Dept Ea4e86Columbus, OH 43216

(330) 384-7300

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

9th percentile

-40%

Higher net margin than 9% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$40,373

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 17.4% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

35th percentile

-2.1%

Faster asset growth than 35% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

44th percentile

0.8%

Faster revenue growth than 44% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$4,469,251

Down $93,832 (-2.1%) from 2015

Net Assets

Down

$4,469,251

Down $93,832 (-2.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin9th percentile

Revenue

Up

$232,610

Up $1,777 (+0.8%) from 2015

Expenses

Down

$326,327

Down $8,091 (-2.4%) from 2015

Net Income

Up

-$93,717

Up $9,868 (+9.5%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$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

2016

Assets$4,469,251
Liabilities$0
Net Assets$4,469,251
Open 2016 Filing

Operations Trend

Revenue Growth44th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$232,610
Expenses$326,327
Net Income-$93,717
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 27, 2017
Return Version
2016v3.0
Gross Receipts
$1,037,668
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
Rtn Earn Endowment Incm Other Fnds$4,563,083$4,469,251▼ $93,832
Investments in Publicly Traded Securities$4,488,078$4,347,481▼ $140,597
Savings and Temporary Cash Investments$74,892$121,716▲ $46,824
Cash and Non-Interest-Bearing Accounts$113$54▼ $59
Total Assets$4,563,083$4,469,251▼ $93,832
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,563,083$4,469,251▼ $93,832
Total Liabilities and Net Assets / Fund Balance$4,563,083$4,469,251▼ $93,832
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleBaseTotal
Mark BrownTrustee$40,373$40,373

Board Members and Trustees

NameTitle
Dave BernsAdvisory Committee
Fred AlspachAdvisory Committee
Jim ZiemnikAdvisory Committee
Robert DlugoszAdvisory Committee
-Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$232,610
Other Revenue
$0
Change in Net Assets
$-93,717
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$284,635
Salaries, Compensation, and Employee Benefits$40,398
Other Expenses$1,294
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$284,635--$284,635
Current Officers, Directors, Trustees, and Key Employees-$40,398-$40,398
Fees for Services Other-$604-$604
Fees for Services Legal-$410-$410
All Other Expenses-$200-$200
Fees for Services Accounting-$80-$80
Total Functional Expenses$284,635$41,692$0$326,327
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 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

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A

“No material differences of memebers voting rights”

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 at www.guidestar.com or upon request. .”

Form 990, Page 6, Part VI, Line 19

“The organizations governing document and financial statements are available upon request.”

Form 990, Page 7, Part VII, Section A

“Mark brown 1 hour, jim ziemnik 1 hour, fred alspach 1 hour, dave berns 1 hour, first merit bank na 1 hour, robert dlugosz 1 hour”

Filing and Contact Details

Filer

Filer Name
Otto Schoepfle Charitable Trust
EIN
34-1781601
Phone
3303847300
Address
PO BOX 1558 DEPT EA4E86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
3303847300
Signed
2017-04-27
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET STE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Joseph B Hull
Phone
6142327290
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Pre/post year end transactions $135.63rounding/cost basis adjustment -$252”

Raw XML Appendix328 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/Form990ScheduleAPartVIGrp/ExplanationTxt1THE FOUNDATIONS ACTIVITIES ARE USED TO DIRECLY FURTHER THE EXEMPT PURP OSES OF ITS SUPPORTED ORGANIZATIONS. THE FUND ACTED PROMPTLY TO ANY R EQUEST(S) FROM THE SUPPORTED ORGANIZATIONS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO MATERIAL DIFFERENCES OF MEMEBERS VOTING RIGHTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE TRUST OFFICER PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE INFORMATION IS AVAILABLE AT WWW.GUIDESTAR.COM OR UPON REQUEST. .
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATIONS GOVERNING DOCUMENT AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MARK BROWN 1 HOUR, JIM ZIEMNIK 1 HOUR, FRED ALSPACH 1 HOUR, DAVE BERNS 1 HOUR, FIRST MERIT BANK NA 1 HOUR, ROBERT DLUGOSZ 1 HOUR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PRE/POST YEAR END TRANSACTIONS $135.63ROUNDING/COST BASIS ADJUSTMENT -$252
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03303847300
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OTTO SCHOEPFLE CHARITABLE TRUST
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 YARD STREET STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRANDVIEW HEIGHTS
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ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH B HULL
ReturnHeader/ReturnTs02017-05-04T09:00:27-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,469,251
Liabilities
$0
Net assets
$4,469,251
Revenue
$232,610
Expenses
$326,327
Net income
-$93,717
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