Civic Intelligence

Donald J Foss Memorial Employees Trust

EIN 34-6517801 • Wooster, OH

604 Madison AvenueWooster, OH 44691
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 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

20th percentile

-15%

Higher net margin than 20% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2025

Asset Growth

27th percentile

-2.8%

Faster asset growth than 27% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

45th percentile

5.5%

Faster revenue growth than 45% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$2,160,090

Down $63,067 (-2.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$2,160,090

Down $63,067 (-2.8%) from 2024

Revenue

Up

$419,227

Up $22,014 (+5.5%) from 2024

Expenses

Up

$482,294

Up $2,029 (+0.4%) from 2024

Net Income

Up

-$63,067

Up $19,985 (+24%) from 2024

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2013: $2,631,252Liabilities 2013: $0Net Assets 2013: $2,631,2522013Assets 2014: $2,638,877Liabilities 2014: $0Net Assets 2014: $2,638,8772014Assets 2015: $2,625,820Liabilities 2015: $0Net Assets 2015: $2,625,8202015Assets 2016: $2,662,317Liabilities 2016: $0Net Assets 2016: $2,662,3172016Assets 2017: $2,802,151Liabilities 2017: $0Net Assets 2017: $2,802,1512017Assets 2018: $2,855,341Liabilities 2018: $0Net Assets 2018: $2,855,3412018Assets 2019: $2,758,734Liabilities 2019: $0Net Assets 2019: $2,758,7342019Assets 2020: $2,667,399Liabilities 2020: $0Net Assets 2020: $2,667,3992020Assets 2021: $2,577,787Liabilities 2021: $0Net Assets 2021: $2,577,7872021Assets 2022: $2,481,158Liabilities 2022: $0Net Assets 2022: $2,481,1582022Assets 2023: $2,306,209Liabilities 2023: $0Net Assets 2023: $2,306,2092023Assets 2024: $2,223,157Liabilities 2024: $0Net Assets 2024: $2,223,1572024Assets 2025: $2,160,090Liabilities 2025: $0Net Assets 2025: $2,160,0902025

Highlighted filing

2025

Assets$2,160,090
Liabilities$0
Net Assets$2,160,090

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2013: $358,2152013Revenue 2014: $386,673Expenses 2014: $379,048Net Income 2014: $7,6252014Revenue 2015: $385,731Expenses 2015: $398,788Net Income 2015: -$13,0572015Revenue 2016: $373,617Expenses 2016: $337,120Net Income 2016: $36,4972016Revenue 2017: $636,809Expenses 2017: $496,975Net Income 2017: $139,8342017Revenue 2018: $518,985Expenses 2018: $465,795Net Income 2018: $53,1902018Revenue 2019: $361,892Expenses 2019: $458,499Net Income 2019: -$96,6072019Revenue 2020: $353,300Expenses 2020: $444,635Net Income 2020: -$91,3352020Revenue 2021: $420,863Expenses 2021: $510,475Net Income 2021: -$89,6122021Revenue 2022: $360,951Expenses 2022: $457,580Net Income 2022: -$96,6292022Revenue 2023: $360,561Expenses 2023: $535,510Net Income 2023: -$174,9492023Revenue 2024: $397,213Expenses 2024: $480,265Net Income 2024: -$83,0522024Revenue 2025: $419,227Expenses 2025: $482,294Net Income 2025: -$63,0672025

Highlighted filing

2025

Revenue$419,227
Expenses$482,294
Net Income-$63,067

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$0.00$2.16$0.42$0.48$0.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.00$2.22$0.40$0.48$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.31$0.00$2.31$0.36$0.54$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.36$0.46$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.00$2.58$0.42$0.51$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.67$0.00$2.67$0.35$0.44$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.36$0.46$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.00$2.86$0.52$0.47$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.64$0.50$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.37$0.34$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.39$0.40$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.39$0.38$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.36
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
Jun 28, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLAN K RODDTrustee-$0--
WILLIAM FAGERTTrustee-$0--
JON R ROSETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Donald J Foss Memorial Employees Trust
EIN
34-6517801
Phone
3302644440
Address
604 MADISON AVENUE, WOOSTER, OH 44691

Signing Officer

Name
Allan K Rodd
Title
Fin. Trustee
Phone
3302644440
Signed
2022-06-28
Discuss with paid preparer
Yes

Preparer

Firm
Card Palmer Sibbison & Co
Address
4545 HINCKLEY PARKWAY, CLEVELAND, OH 44109-6009
Preparer
Daniel S Gibel CPA
Phone
2166216100
Raw XML Appendix334 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.

Path#Value
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ALLAN K RODD
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0604 MADISON AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WOOSTER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd044691
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03302644440
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PROVIDING FOR THE FAMILIES OF EMPLOYEES OF THE WOOSTER BRUSH CO. (EXCLUDING OFFICERS AND DIRECTORS) IN TIMES OF SICKNESS, DEATH, ETC.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0GIFTS, CONTRIBUTIONS, AND GRANTS TO CHARITABLE ORGANIZATIONS AND EDUCATIONAL INSTITUTIONS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0322280
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt0135000
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SEE ATTACHED "REQUEST FOR PAYMENT" FORM.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ALLAN K RODD TRUSTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03302644440
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0604 MADISON AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WOOSTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd044691
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0FOR EMPLOYEES OF THE WOOSTER BRUSH CO. IN WOOSTER, OHIO (EXCLUDING OFFICERS AND DIRECTORS) OR MEMBERS OF THEIR IMMEDIATE FAMILIES IN TIMES OF SICKNESS, DEATH OR OTHER UNFORTUNATE CIRCUMSTANCES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0322380
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO PROVIDE AID TO THE EMPLOYEES OF THE WOOSTER BRUSH CO. (EXCLUDING OFFICERS AND DIRECTORS) OR MEMBERS OF THEIR IMMEDIATE FAMILIES IN TIME OF SICKNESS, DEATH OR UNFORTUNATE CIRCUMSTANCES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO PROVIDE FUNDS TO FURTHER THE INTERESTS OF THE CHARITABLE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO PROVIDE FUNDS TO FURTHER THE INTERESTS OF THE CHARITABLE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1UNITED WAY OF WAYNE AND HOLMES COUN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2HABITAT FOR HUMANITY - WAYNE COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0604 MADISON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 548
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22700 AKRON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WOOSTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WOOSTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WOOSTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044691
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd144691
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd244691
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0457380
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0457380
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0541291
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt066695
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt038475
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt028220
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt066695
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0457380
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt066695
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt017216
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/CategoryTxt0OH SECRETARY OF STATE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLAN K RODD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FIN. TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03302644440
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DONALD J FOSS MEMORIAL EMPLOYEES TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DONA
ReturnHeader/Filer/EIN0346517801
ReturnHeader/Filer/PhoneNum03302644440
ReturnHeader/Filer/USAddress/AddressLine1Txt0604 MADISON AVENUE
ReturnHeader/Filer/USAddress/CityNm0WOOSTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044691
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341599718
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARD PALMER SIBBISON & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04545 HINCKLEY PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441096009
ReturnHeader/PreparerPersonGrp/PhoneNum02166216100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL S GIBEL CPA
ReturnHeader/ReturnTs02022-09-01T13:57:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALLAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RODD
ReturnHeader/TaxPeriodBeginDt02021-05-01
ReturnHeader/TaxPeriodEndDt02022-04-30
ReturnHeader/TaxYr02021

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