Civic Intelligence

Associated Charities of Findlay Ohio

990PF • Fiscal year 2018 • EIN 34-6400067

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

Organization Profile
1800 N Blanchard Suite 104Findlay, OH 45840

(419) 423-2021

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

35th percentile

0.01x

Higher debt load relative to revenue than 35% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

83rd percentile

34%

Higher net margin than 83% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

17th percentile

-7.2%

Faster asset growth than 17% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

39th percentile

-0.1%

Faster revenue growth than 39% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$4,308,122

Down $336,044 (-7.2%) from 2017

Net Assets

Down

$4,304,716

Down $335,720 (-7.2%) from 2017

Liabilities

Down

$3,406

Down $324 (-8.7%) from 2017

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin83rd percentile

Revenue

Down

$270,750

Down $280 (-0.1%) from 2017

Expenses

Up

$179,525

Up $1,550 (+0.9%) from 2017

Net Income

Down

$91,225

Down $1,830 (-2.0%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,786,789Liabilities 2010: $1,134Net Assets 2010: $3,785,6552010Assets 2011: $3,782,230Liabilities 2011: $796Net Assets 2011: $3,781,4342011Assets 2012: $3,961,446Liabilities 2012: $1,672Net Assets 2012: $3,959,7742012Assets 2013: $4,420,265Liabilities 2013: $4,188Net Assets 2013: $4,416,0772013Assets 2014: $4,402,483Liabilities 2014: $2,995Net Assets 2014: $4,399,4882014Assets 2015: $4,111,722Liabilities 2015: $1,217Net Assets 2015: $4,110,5052015Assets 2016: $4,281,164Liabilities 2016: $2,198Net Assets 2016: $4,278,9662016Assets 2017: $4,644,166Liabilities 2017: $3,730Net Assets 2017: $4,640,4362017Assets 2018: $4,308,122Liabilities 2018: $3,406Net Assets 2018: $4,304,7162018Assets 2019: $4,908,274Liabilities 2019: $2,441Net Assets 2019: $4,905,8332019Assets 2020: $5,091,446Liabilities 2020: $4,051Net Assets 2020: $5,087,3952020Assets 2021: $5,420,277Liabilities 2021: $10,222Net Assets 2021: $5,410,0552021Assets 2022: $4,417,733Liabilities 2022: $14,042Net Assets 2022: $4,403,6912022Assets 2023: $4,651,721Liabilities 2023: $11,131Net Assets 2023: $4,640,5902023Assets 2024: $4,840,280Liabilities 2024: $7,854Net Assets 2024: $4,832,4262024

Highlighted filing

2018

Assets$4,308,122
Liabilities$3,406
Net Assets$4,304,716
Open 2018 Filing

Operations Trend

Revenue Growth39th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $190,3792010Expenses 2011: $192,9712011Expenses 2012: $197,0352012Revenue 2013: $297,402Expenses 2013: $191,899Net Income 2013: $105,5032013Revenue 2014: $315,789Expenses 2014: $208,512Net Income 2014: $107,2772014Revenue 2015: $267,223Expenses 2015: $184,552Net Income 2015: $82,6712015Revenue 2016: $81,256Expenses 2016: $155,630Net Income 2016: -$74,3742016Revenue 2017: $271,030Expenses 2017: $177,975Net Income 2017: $93,0552017Revenue 2018: $270,750Expenses 2018: $179,525Net Income 2018: $91,2252018Revenue 2019: $157,610Expenses 2019: $217,674Net Income 2019: -$60,0642019Revenue 2020: $337,830Expenses 2020: $224,286Net Income 2020: $113,5442020Revenue 2021: $1,038,245Expenses 2021: $272,532Net Income 2021: $765,7132021Revenue 2022: $212,035Expenses 2022: $262,904Net Income 2022: -$50,8692022Revenue 2023: $131,799Expenses 2023: $240,519Net Income 2023: -$108,7202023Revenue 2024: $302,620Expenses 2024: $276,406Net Income 2024: $26,2142024

Highlighted filing

2018

Revenue$270,750
Expenses$179,525
Net Income$91,225
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTI BRYANTTrustee-$0--
KURT EBERSOLEVice Preside-$0--
ROBERT HOLLISTERTrustee-$0--
RALPH MULLINGERTrustee-$0--
KELLY STERLINGTrustee-$0--
DAN YATESTreasurer-$0--
CHUCK STUMPTrustee-$0--
RICHARD DEERHAKEPresident-$0--
BOB SCHRINERTrustee-$0--
PAUL WHITSONTrustee-$0--
PAULA DETERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Associated Charities
EIN
34-6400067
Phone
4194232021
Address
1800 N BLANCHARD SUITE 104, FINDLAY, OH 45840

Signing Officer

Name
Richard Deerhake
Title
President
Phone
4194232021
Signed
2019-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Ridge & Company CPA Inc
Address
314 W HARDIN ST, FINDLAY, OH 45840
Preparer
Robin L Ridge CPA
Phone
4194241835
Raw XML AppendixShowing 400 of 515 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PAYROLL, FORM 990-PF, CONSULTING
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1AUDIT FEES
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt2QUICKBOOKS ASSISTANCE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02284
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0254
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt01997-09-14
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DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22001-12-03
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DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0S/L
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DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt31403
DepreciationSchedule/DepreciationPropertyGrp/LifeRt010.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt110.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt26.0000
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DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt0537
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1169
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt21772
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt31403
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0FILING CABINETS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1COMPUTER DESK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2DELL COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3DELL COMPUER, SCREEN, KEYBOARD AND MOUSE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt110831
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCKS, CDS, MUTUAL FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1COMMUNITY FOUNDATION
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InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0158996
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0144570
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0144570
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt091225
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0805614
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt070316
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0203503
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt02934
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt0326
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt03260
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt045126
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt05014
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt050140
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0685
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt03562
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04960
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08522
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0144570
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0168142
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt011383
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0179525
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0214886
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0270750
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt061371
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt011383
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt072754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22005-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt31977-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt075007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1180367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt299288
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3150008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt49911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt522365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt61479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7110000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt886873
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-2684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-13056
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-4482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt425049
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt526661
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt75136
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-2684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-13056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-3717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-4482
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt434960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt549026
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt650122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7115136
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc06709 SHRS PGIM SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc119165.108 SHRS MAINSTAY MACKAY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc212460.4110 SHRS BLACKROCK HIGH YLD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc312810.4160 SHRS WESTERN ASSET COR PL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4250 SHRS AUTOMATIC DATA PROC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5350 SHRS JOHNSON & JOHNSON COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6560 SHRS PROCTOR & GAMBLE CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc73040.301 SHRS OPPEN INTL. GROWTH FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81990 SHRS ISHARES MSCI EUROZONE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-11-02
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IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-11234
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt091225
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0426945
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04731661
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04640436
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04304716
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0216407
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0216407
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0216407
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0220477
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04070
IRS990PF/DistributableAmountGrp/TotalTaxAmt04070
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IRS990PF/FMVAssetsEOYAmt04308132
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt010727
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04465964
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03958579
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03958579
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt03881
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt03881
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt03730
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt02871
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt02520
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0474
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt02520
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt02520
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt02260
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt01286
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt01286
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0160447
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0176024
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0176024
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04644166
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04308122
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04308132
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt03730
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt03406
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04644166
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3OH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5OH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd9OH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd845840
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd945840
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0180537
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0172076
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0178584
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.040481
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.037756
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.035636
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.041033
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044711
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.043269
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02035
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04409530
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04394819
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04134523
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04193577
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04345125
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04127278
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0168142
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.202405
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0168142
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0168142
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0168142
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MRS PEGGY LOMAX
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01800 N BLANCHARD ST SUITE 104
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FINDLAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd045840
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04194232021
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THE MAJORITY OF AID IS GIVEN AS THE RESULT OF PERSONAL INTERVIEWS AND IN EXTREME CASES, BY TELEPHONE. WRITTEN APPLICATIONS ARE NOT REQUIRED OR NECESSARY.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MRS PEGGY LOMAX

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,308,122
Liabilities
$3,406
Net assets
$4,304,716
Revenue
$270,750
Expenses
$179,525
Net income
$91,225
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.84$0.01$4.83$0.30$0.28$0.03
2023Detailed filing. Detailed filing data is available for this year.$4.65$0.01$4.64$0.13$0.24$0.11
2022Detailed filing. Detailed filing data is available for this year.$4.42$0.01$4.40$0.21$0.26$0.05
2021Detailed filing. Detailed filing data is available for this year.$5.42$0.01$5.41$1.04$0.27$0.77
2020Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.34$0.22$0.11
2019Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.16$0.22$0.06
2018Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.30$0.27$0.18$0.09
2017Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.27$0.18$0.09
2016Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.08$0.16$0.07
2015Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.27$0.18$0.08
2014Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.32$0.21$0.11
2013Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.30$0.19$0.11
2012Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.20
2011Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.19
2010Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.19