Civic Intelligence

Ida Marie Dowling Trust XVII

EIN 34-6525580 • 501(c)3 • Toledo, OH

Profile

In accordance with the provisions of Item XVII of the Last Will and Testament ("Will") of Ida Marie Dowling, the Trustees created the Coghlin Memorial Institute, a charitable non-profit corporation, whose purpose is to support and promote health care related programs, projects, and activities and comprehensive rehabilitation. The distribution by the Trustees to the Coghlin Memorial Institute is in furtherance of the stated purpose set forth in Ms. Dowling's Will.

PO Box 10032Toledo, OH 43699

n/A

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

93rd percentile

64%

Higher net margin than 93% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

76th percentile

15%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

24%

Faster revenue growth than 74% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$10,316,513

Up $1,343,646 (+15%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$10,316,513

Up $1,343,646 (+15%) from 2023

Operations
Liabilities / Revenue7th percentileNet Margin93rd percentile

Revenue

Up

$699,325

Up $136,780 (+24%) from 2023

Expenses

Down

$253,815

Down $19,009 (-7.0%) from 2023

Net Income

Up

$445,510

Up $155,789 (+54%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

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

$15M$10M$5.0M$0Assets 2011: $6,159,600Liabilities 2011: $0Net Assets 2011: $6,159,6002011Assets 2012: $6,569,893Liabilities 2012: $0Net Assets 2012: $6,569,8932012Assets 2013: $7,183,281Liabilities 2013: $0Net Assets 2013: $7,183,2812013Assets 2014: $7,304,847Liabilities 2014: $0Net Assets 2014: $7,304,8472014Assets 2015: $6,826,106Liabilities 2015: $0Net Assets 2015: $6,826,1062015Assets 2016: $6,920,289Liabilities 2016: $0Net Assets 2016: $6,920,2892016Assets 2017: $7,831,656Liabilities 2017: $1Net Assets 2017: $7,831,6552017Assets 2018: $7,017,574Liabilities 2018: $0Net Assets 2018: $7,017,5742018Assets 2019: $8,276,698Liabilities 2019: $0Net Assets 2019: $8,276,6982019Assets 2020: $9,227,424Liabilities 2020: $0Net Assets 2020: $9,227,4242020Assets 2021: $9,926,806Liabilities 2021: $0Net Assets 2021: $9,926,8062021Assets 2022: $7,999,190Liabilities 2022: $0Net Assets 2022: $7,999,1902022Assets 2023: $8,972,867Liabilities 2023: $0Net Assets 2023: $8,972,8672023Assets 2024: $10,316,513Liabilities 2024: $0Net Assets 2024: $10,316,5132024

Highlighted filing

2024

Assets$10,316,513
Liabilities$0
Net Assets$10,316,513
Open 2024 Filing

Operations Trend

Revenue Growth74th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $125,8202011Expenses 2012: $311,1632012Revenue 2013: $326,178Expenses 2013: $262,182Net Income 2013: $63,9962013Revenue 2014: $626,627Expenses 2014: $287,347Net Income 2014: $339,2802014Revenue 2015: $281,835Expenses 2015: $276,824Net Income 2015: $5,0112015Revenue 2016: $261,816Expenses 2016: $293,146Net Income 2016: -$31,3302016Revenue 2017: $470,614Expenses 2017: $289,436Net Income 2017: $181,1782017Revenue 2018: $339,507Expenses 2018: $311,766Net Income 2018: $27,7412018Revenue 2019: $461,270Expenses 2019: $316,813Net Income 2019: $144,4572019Revenue 2020: $337,665Expenses 2020: $257,915Net Income 2020: $79,7502020Revenue 2021: $1,242,126Expenses 2021: $318,161Net Income 2021: $923,9652021Revenue 2022: -$80,779Expenses 2022: $329,435Net Income 2022: -$410,2142022Revenue 2023: $562,545Expenses 2023: $272,824Net Income 2023: $289,7212023Revenue 2024: $699,325Expenses 2024: $253,815Net Income 2024: $445,5102024

Highlighted filing

2024

Revenue$699,325
Expenses$253,815
Net Income$445,510
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$10,316,513
Liabilities
$0
Net assets
$10,316,513
Revenue
$699,325
Expenses
$253,815
Net income
$445,510
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.70$0.25$0.45
2023Detailed filing. Detailed filing data is available for this year.$8.97$0.00$8.97$0.56$0.27$0.29
2022Detailed filing. Detailed filing data is available for this year.$8.00$0.00$8.00$0.08$0.33$0.41
2021Detailed filing. Detailed filing data is available for this year.$9.93$0.00$9.93$1.24$0.32$0.92
2020Detailed filing. Detailed filing data is available for this year.$9.23$0.00$9.23$0.34$0.26$0.08
2019Detailed filing. Detailed filing data is available for this year.$8.28$0.00$8.28$0.46$0.32$0.14
2018Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$0.34$0.31$0.03
2017Detailed filing. Detailed filing data is available for this year.$7.83$0.00$7.83$0.47$0.29$0.18
2016Detailed filing. Detailed filing data is available for this year.$6.92$0.00$6.92$0.26$0.29$0.03
2015Detailed filing. Detailed filing data is available for this year.$6.83$0.00$6.83$0.28$0.28$0.01
2014Detailed filing. Detailed filing data is available for this year.$7.30$0.00$7.30$0.63$0.29$0.34
2013Detailed filing. Detailed filing data is available for this year.$7.18$0.00$7.18$0.33$0.26$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.57$0.00$6.57$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.16$0.00$6.16$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 24, 2025
Return Version
2024v5.2
Gross Receipts
$5,071,991
Mission and Program Overview

Mission

In accordance with the provisions of Item XVII of the Last Will and Testament ("Will") of Ida Marie Dowling, the Trustees created the Coghlin Memorial Institute, a charitable non-profit corporation, whose purpose is to support and promote health care related programs, projects, and activities and comprehensive rehabilitation. The distribution by the Trustees to the Coghlin Memorial Institute is in furtherance of the stated purpose set forth in Ms. Dowling's Will.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$8,972,867$10,316,513▲ $1,343,646
Investments in Publicly Traded Securities$6,666,130$7,763,566▲ $1,097,436
Cash and Non-Interest-Bearing Accounts$551,385$57,532▼ $493,853
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$8,972,867$10,316,513▲ $1,343,646
Other Assets Total$1,755,352$2,495,415▲ $740,063
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,972,867$10,316,513▲ $1,343,646
Total Liabilities and Net Assets / Fund Balance$8,972,867$10,316,513▲ $1,343,646

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$2,495,415--
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

NameTitle
David L KuhlCo-Trustee
David W CarterCo-Trustee
Kevin D DevaneyCo-Trustee
Eastman Smith LtdTrustees' Firm
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$699,325
Other Revenue
$0
Change in Net Assets
$445,510
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$139,284
Other Expenses$83,399
Salaries, Compensation, and Employee Benefits$31,132
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$139,284--$139,284
Fees for Service Investment Mgmnt Fees-$74,662-$74,662
Current Officers, Directors, Trustees, and Key Employees-$31,132-$31,132
Fees for Services Legal-$6,794-$6,794
Other Expenses-$572-$572
Fees for Services Accounting-$560-$560
Fees for Services Other-$26-$26
Total Functional Expenses$139,284$114,531$0$253,815
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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, Part VI, Section A, Line 2

“Trustees David L. Kuhl, Kevin D. Devaney and David W. Carter are all members of the law firm Eastman & Smith Ltd.”

Form 990, Part VI, Section B, Line 11B

“Each trustee is provided a copy of the Form 990 for review.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Ida Marie Dowling Trust XVII
EIN
34-6525580
Phone
4192416000
Address
PO Box 10032, Toledo, OH 43699

Signing Officer

Name
David W Carter
Title
Co-Trustee
Signed
2025-07-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David W Carter
Formed
1994
Legal Domicile
Oh
Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Firm
Eastman & Smith Ltd
Address
PO Box 10032, Toledo, OH 43699
Preparer
David W Carter
Phone
4192416000
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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/AppointElectMajorityOfficerInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ExerciseDirectionPoliciesInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ParentSupportedOrgInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The governing document grants the Trustees the right to determine and appoint all successor trustees of this organization and the trustees and successor trustees of the supported organization.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The trustees of this organization have a majority vote to require the supported organization to comply with the terms of the charitable parameters of the governing documents, as well as compliance with the laws of the taxing and regulatory organizations.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section E, Line 3a: Organization Has Power to Appoint Or Elect Governing Persons
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section E, Line 3b: Role Played in Management of Policies, Programs, & Activities
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0341365394
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd05
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Coghlin Memorial Institute
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02495415
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Alternative Strategies
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Fixed Income Funds
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02495415
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Trustees David L. Kuhl, Kevin D. Devaney and David W. Carter are all members of the law firm Eastman & Smith Ltd.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Each trustee is provided a copy of the Form 990 for review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt08972867
IRS990/TotalAssetsEOYAmt010316513
IRS990/TotalAssetsGrp/BOYAmt08972867
IRS990/TotalAssetsGrp/EOYAmt010316513
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0114531
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0139284
IRS990/TotalFunctionalExpensesGrp/TotalAmt0253815
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08972867
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010316513
IRS990/TotalProgramServiceExpensesAmt0139284
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0699325
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0699325
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08972867
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010316513
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 10032
IRS990/USAddress/CityNm0Toledo
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd0436990032
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David W Carter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ida Marie Dowling Trust XVII
ReturnHeader/Filer/BusinessNameControlTxt0IDAM
ReturnHeader/Filer/EIN0346525580
ReturnHeader/Filer/PhoneNum04192416000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 10032
ReturnHeader/Filer/USAddress/CityNm0Toledo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043699
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0344404967
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Eastman & Smith Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 10032
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Toledo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043699
ReturnHeader/PreparerPersonGrp/PhoneNum04192416000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David W Carter
ReturnHeader/ReturnTs02025-07-24T08:28:08-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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