Civic Intelligence

Lafayette L Barber Trust the L L Barber Fund

990PF • Fiscal year 2016 • EIN 34-6515316

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 25, 2017

1090 W South Boundary Suite 150Perrysburg, OH 43551

(419) 872-6600

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

90th percentile

48%

Higher net margin than 90% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

60th percentile

$9,544

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

72nd percentile

9.3%

Faster asset growth than 72% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

97th percentile

258%

Faster revenue growth than 97% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$843,139

Up $71,801 (+9.3%) from 2015

Net Assets

Up

$843,139

Up $71,801 (+9.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$150,933

Up $108,729 (+258%) from 2015

Expenses

Up

$79,137

Up $122 (+0.2%) from 2015

Net Income

Up

$71,796

Up $108,607 (+295%) from 2015

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$843,139
Liabilities$0
Net Assets$843,139

Operations Trend

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

2016

Revenue$150,933
Expenses$79,137
Net Income$71,796
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 25, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
B THOMAS HANDWORKTrustee-$9,544-$9,544
Filing and Contact Details

Filer

Filer Name
Lafayette L Barber Trust
EIN
34-6515316
Phone
4198726600
Address
1090 W SOUTH BOUNDARY SUITE 150, PERRYSBURG, OH 43551

Signing Officer

Name
B Thomas Handwork
Title
Trustee
Phone
4198726600
Signed
2017-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Trustax LLC
Address
6455 WHEATSTONE CT, MAUMEE, OH 43537-9403
Preparer
Grant M Keune
Phone
4198685555
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PERRYSBURG
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt063213
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt067563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt064066
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt057525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt057685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt050759
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045344
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.046702
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.044449
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.043898
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.047718
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.043953
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01362409
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01446685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01441330
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01310422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01208867
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01154858
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt071798
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.226720
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt070362
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt071798
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01436
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt071798
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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/IndividualWithBooksNm0B THOMAS HANDWORK JR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01090 W SOUTH BOUNDARY SUITE 150
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PERRYSBURG
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd043551
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04198726600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt065468
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DENTAL DEPARTMENT RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF MICHIGAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
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/TotalGrantOrContriPdDurYrAmt065468
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/AppliedToCurrentYearAmt06330
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt065468
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt066684
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt071798
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt060354
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt065468
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0HANDWORK & KERSCHER
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0539
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01078
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0539
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OHIO ATTORNEY GENERAL FILING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SURETY BOND PREMIUM
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PROBATE COURT COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt257
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt156
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2113
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PNC BANK
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01200
TaxesSchedule/TaxesDetail/Amt09
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX ON DIVIDENDS
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES DEPOSIT
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt09
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0B THOMAS HANDWORK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04198726600
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAFAYETTE L BARBER TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0THE L L BARBER FUND
ReturnHeader/Filer/BusinessNameControlTxt0LLBA
ReturnHeader/Filer/EIN0346515316
ReturnHeader/Filer/PhoneNum04198726600
ReturnHeader/Filer/USAddress/AddressLine1Txt01090 W SOUTH BOUNDARY SUITE 150
ReturnHeader/Filer/USAddress/CityNm0PERRYSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043551
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F50F7A1ED36F00C9212574166666AC8CB0928FDA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A0F34A85AACB565C181F972AD8E132460C257EAB
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341959490
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRUSTAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06455 WHEATSTONE CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAUMEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0435379403
ReturnHeader/PreparerPersonGrp/PhoneNum04198685555
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GRANT M KEUNE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-02T10:59:42-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

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