Civic Intelligence

Otto B Schoepfle Charitable Trust 4749

990 • Fiscal year 2023 • EIN 34-1781601

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 26, 2024

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

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

15th percentile

-21%

Higher net margin than 15% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$43,949

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 15.1% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

31st percentile

-1.5%

Faster asset growth than 31% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

51st percentile

7.6%

Faster revenue growth than 51% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$4,059,171

Down $60,507 (-1.5%) from 2022

Net Assets

Down

$4,059,171

Down $60,507 (-1.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin15th percentile

Revenue

Up

$290,559

Up $20,398 (+7.6%) from 2022

Expenses

Down

$351,156

Down $62,155 (-15%) from 2022

Net Income

Up

-$60,597

Up $82,553 (+58%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2023

Assets$4,059,171
Liabilities$0
Net Assets$4,059,171
Open 2023 Filing

Operations Trend

Revenue Growth51st 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

2023

Revenue$290,559
Expenses$351,156
Net Income-$60,597
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 26, 2024
Return Version
2023v5.0
Gross Receipts
$1,030,386
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$4,119,678$4,059,171▼ $60,507
Investments in Publicly Traded Securities$3,749,108$4,002,114▲ $253,006
Savings and Temporary Cash Investments$370,570$57,057▼ $313,513
Total Assets$4,119,678$4,059,171▼ $60,507
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,119,678$4,059,171▼ $60,507
Total Liabilities and Net Assets / Fund Balance$4,119,678$4,059,171▼ $60,507
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleBaseTotal
Mark BrownTrustee$43,949$43,949

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
$290,559
Other Revenue
$0
Change in Net Assets
$-60,597
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$302,007
Salaries, Compensation, and Employee Benefits$43,949
Other Expenses$5,200
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$302,007--$302,007
Current Officers, Directors, Trustees, and Key Employees$21,974$21,975-$43,949
Fees for Services Accounting$5,000--$5,000
Other Expenses$200--$200
Total Functional Expenses$329,181$21,975$0$351,156
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lorain County ParkLagrange, OH170(b)(1)(a)(v)As Provided in Settlement Agreement$256,706
Birmingham UnitedBirmingham, OH170(b)(1)(a)(i)As Provided in Settlement Agreement$45,301
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
2024-04-26
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: 1,948 cy poai: (1,858)”

Raw XML Appendix393 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/ExplanationTxt0FOUNDATION IS RESPONSIVE TO THE NEEDS AND DEMANDS OF UNITED METHODIST CHURCH & LORAIN COUNTY METROPOLITAN PARK DISTRICT. THE ADVISORY COMMITTEE MEETS ANNUALLY TO REVIEW INVESTMENTS OF THE FUND AND DISTRIBUTIONS AND USE OF FUNDS. DISTRIBUTIONS ARE REQUIRED BY THE DOCUMENT, NO DISCRETION AS TO AMOUNT OR PURPOSE. BENEFICIARIES AND COMMITTEE MEMBERS ARE SET UP TO RECEIVE ACCOUNT STATEMENTS.
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/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: 1,948 CY POAI: (1,858)
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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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-26
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA STROBEL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-06T18:01:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,059,171
Liabilities
$0
Net assets
$4,059,171
Revenue
$290,559
Expenses
$351,156
Net income
-$60,597
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