Civic Intelligence

Lafayette L Barber Trust

EIN 34-6515316 • Maumee, OH

571 Longbow Drive Suite AMaumee, OH 43537
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

94th percentile

75%

Higher net margin than 94% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$19,504

Higher top officer pay than 53% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

89th percentile

38%

Faster asset growth than 89% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

320%

Faster revenue growth than 95% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,296,441

Up $354,946 (+38%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,296,441

Up $354,946 (+38%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin94th percentile

Revenue

Up

$476,121

Up $362,838 (+320%) from 2023

Expenses

Up

$121,174

Up $15,909 (+15%) from 2023

Net Income

Up

$354,947

Up $346,929 (+4327%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth89th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $569,349Liabilities 2010: $0Net Assets 2010: $569,3492010Assets 2011: $552,368Liabilities 2011: $0Net Assets 2011: $552,3682011Assets 2012: $547,767Liabilities 2012: $0Net Assets 2012: $547,7672012Assets 2013: $726,620Liabilities 2013: $0Net Assets 2013: $726,6202013Assets 2014: $808,147Liabilities 2014: $0Net Assets 2014: $808,1472014Assets 2015: $771,338Liabilities 2015: $0Net Assets 2015: $771,3382015Assets 2016: $843,139Liabilities 2016: $0Net Assets 2016: $843,1392016Assets 2017: $907,881Liabilities 2017: $0Net Assets 2017: $907,8812017Assets 2018: $1,003,546Liabilities 2018: $0Net Assets 2018: $1,003,5462018Assets 2019: $1,118,064Liabilities 2019: $0Net Assets 2019: $1,118,0642019Assets 2020: $1,061,911Liabilities 2020: $0Net Assets 2020: $1,061,9112020Assets 2021: $1,161,055Liabilities 2021: $0Net Assets 2021: $1,161,0552021Assets 2022: $933,474Liabilities 2022: $0Net Assets 2022: $933,4742022Assets 2023: $941,495Liabilities 2023: $0Net Assets 2023: $941,4952023Assets 2024: $1,296,441Liabilities 2024: $0Net Assets 2024: $1,296,4412024

Highlighted filing

2024

Assets$1,296,441
Liabilities$0
Net Assets$1,296,441
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $44,5092010Expenses 2011: $58,2642011Expenses 2012: $64,8392012Revenue 2013: $245,367Expenses 2013: $66,514Net Income 2013: $178,8532013Revenue 2014: $157,638Expenses 2014: $76,111Net Income 2014: $81,5272014Revenue 2015: $42,204Expenses 2015: $79,015Net Income 2015: -$36,8112015Revenue 2016: $150,933Expenses 2016: $79,137Net Income 2016: $71,7962016Revenue 2017: $140,431Expenses 2017: $75,683Net Income 2017: $64,7482017Revenue 2018: $183,261Expenses 2018: $87,599Net Income 2018: $95,6622018Revenue 2019: $204,797Expenses 2019: $90,276Net Income 2019: $114,5212019Revenue 2020: $31,485Expenses 2020: $87,642Net Income 2020: -$56,1572020Revenue 2021: $201,323Expenses 2021: $102,179Net Income 2021: $99,1442021Revenue 2022: -$72,929Expenses 2022: $154,650Net Income 2022: -$227,5792022Revenue 2023: $113,283Expenses 2023: $105,265Net Income 2023: $8,0182023Revenue 2024: $476,121Expenses 2024: $121,174Net Income 2024: $354,9472024

Highlighted filing

2024

Revenue$476,121
Expenses$121,174
Net Income$354,947
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,296,441
Liabilities
$0
Net assets
$1,296,441
Revenue
$476,121
Expenses
$121,174
Net income
$354,947
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.48$0.12$0.35
2023Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.11$0.11$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.07$0.15$0.23
2021Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.20$0.10$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.03$0.09$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.20$0.09$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.18$0.09$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.14$0.08$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.15$0.08$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.04$0.08$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.16$0.08$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.25$0.07$0.18
2012Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.06
2011Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.06
2010Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 18, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
B THOMAS HANDWORKTrusteePT$24,355-$24,355
GRANT M KEUNETrustee-$1,725-$1,725
Filing and Contact Details

Filer

Filer Name
Lafayette L Barber Trust
EIN
34-6515316
Phone
4198685555
Address
571 LONGBOW DRIVE SUITE A, MAUMEE, OH 43537

Signing Officer

Name
Grant M Keune
Title
Trustee
Phone
4198685555
Signed
2025-04-18

Preparer

Firm
Trustax LLC
Address
571 LONGBOW DR SUITE A, MAUMEE, OH 43537
Preparer
Grant M Keune
Phone
4198685555
Raw XML Appendix349 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt024355
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt11725
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0B THOMAS HANDWORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GRANT M KEUNE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0571 LONGBOW DRIVE SUITE A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1571 LONGBOW DRIVE SUITE A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MAUMEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MAUMEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd043537
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd143537
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0107821
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0107821
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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/IndividualWithBooksNm0GRANT M KEUNE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0571 LONGBOW DRIVE SUITE A
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MAUMEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd043537
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04198685555
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt094572
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DENTAL DEPARTMENT RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF MICHIGAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01011 N UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ANN ARBOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd048109
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt094572
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt013249
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt094572
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0129934
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0107821
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0116685
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt094572
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OHIO ATTORNEY GENERAL FILING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PROBATE COURT COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt19
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt119
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CLASS ACTION PROCEEDS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0607
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0607
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0NVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06
TaxesSchedule/TaxesDetail/Amt056
TaxesSchedule/TaxesDetail/Amt1241
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX DEPOSITS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt056
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GRANT M KEUNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04198685555
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAFAYETTE L BARBER TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0THE L L BARBER FUND
ReturnHeader/Filer/BusinessNameControlTxt0LLBA
ReturnHeader/Filer/EIN0346515316
ReturnHeader/Filer/PhoneNum04198685555
ReturnHeader/Filer/USAddress/AddressLine1Txt0571 LONGBOW DRIVE SUITE A
ReturnHeader/Filer/USAddress/CityNm0MAUMEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043537
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341959490
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRUSTAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0571 LONGBOW DR SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAUMEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043537
ReturnHeader/PreparerPersonGrp/PhoneNum04198685555
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GRANT M KEUNE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-04-24T12:17:54-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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