Civic Intelligence

Otto B Schoepfle Charitable Trust 4749

990 • Fiscal year 2019 • EIN 34-1781601

Jan 01, 2019 to Dec 31, 2019 • Filed on May 08, 2020

Organization ProfileN/A
PO Box 1558 Dept Ea5w86Columbus, OH 43216

(330) 384-7300

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

4th percentile

-66%

Higher net margin than 4% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

30th percentile

-2.2%

Faster asset growth than 30% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-62%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$4,361,009

Down $96,759 (-2.2%) from 2018

Net Assets

Down

$4,361,009

Down $96,759 (-2.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin4th percentile

Revenue

Down

$189,468

Down $305,887 (-62%) from 2018

Expenses

Down

$314,933

Down $24,002 (-7.1%) from 2018

Net Income

Down

-$125,465

Down $281,885 (-180%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2019

Assets$4,361,009
Liabilities$0
Net Assets$4,361,009
Open 2019 Filing

Operations Trend

Revenue Growth3rd 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

2019

Revenue$189,468
Expenses$314,933
Net Income-$125,465
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 8, 2020
Return Version
2019v5.0
Gross Receipts
$543,466
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$4,457,768$4,361,009▼ $96,759
Investments in Publicly Traded Securities$4,334,298$4,240,901▼ $93,397
Savings and Temporary Cash Investments$123,470$120,108▼ $3,362
Total Assets$4,457,768$4,361,009▼ $96,759
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,457,768$4,361,009▼ $96,759
Total Liabilities and Net Assets / Fund Balance$4,457,768$4,361,009▼ $96,759
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$189,468
Other Revenue
$0
Change in Net Assets
$-125,465
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$271,120
Salaries, Compensation, and Employee Benefits$43,208
Other Expenses$605
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$271,120--$271,120
Current Officers, Directors, Trustees, and Key Employees-$43,208-$43,208
All Other Expenses-$405-$405
Fees for Services Other-$200-$200
Total Functional Expenses$271,120$43,813$0$314,933
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
2020-05-08
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Doak a Pfaff
Phone
6142327288
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Pre/Post income adjustment ($1892.22); accretion adj $673.47; prior yr amort & accretion adj $631.67; Linde basis bump up during 2019 = $28497.76: Market discount USGI = $1482.42: Rounding = 12”

Raw XML Appendix361 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 DIRECTLY FURTHER THE EXEMPT PURPOSES OF ITS SUPPORTED ORGANIZATIONS. CORPORATE TRUSTEE MANAGES FUNDS TO PROVIDE SUPPORT AS REQUIRED BY THE DOCUMENT.
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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/ExplanationTxt3Pre/Post income adjustment ($1892.22); accretion adj $673.47; prior yr amort & accretion adj $631.67; Linde basis bump up during 2019 = $28497.76: Market discount USGI = $1482.42: Rounding = 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0251378
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt144361
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0LORIAN COUNTY PARK DISTRICT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1BIRMINGHAM UNITED METHODIAST CHURCH
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04457768
IRS990/TotalAssetsEOYAmt04361009
IRS990/TotalAssetsGrp/BOYAmt04457768
IRS990/TotalAssetsGrp/EOYAmt04361009
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt043813
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0271120
IRS990/TotalFunctionalExpensesGrp/TotalAmt0314933
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04457768
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04361009
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0140543
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0189468
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04457768
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04361009
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1558 DEPT EA4E86
IRS990/USAddress/CityNm0COLUMBUS
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043216
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HUNTINGTON NATIONAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03303847300
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OTTO SCHOEPFLE CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SCHO
ReturnHeader/Filer/EIN0341781601
ReturnHeader/Filer/PhoneNum03303847300
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1558 DEPT EA5W86
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043216
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00D7120B53BCAC1EBC0182B87C5C1FD28B5B59987
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DF2AAC82CB716142A103C98EBF1F733759182F84
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.150.114.60
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 YARD STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRANDVIEW HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043212
ReturnHeader/PreparerPersonGrp/PhoneNum06142327288
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOAK A PFAFF
ReturnHeader/ReturnTs02020-05-26T07:00:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,361,009
Liabilities
$0
Net assets
$4,361,009
Revenue
$189,468
Expenses
$314,933
Net income
-$125,465
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