Civic Intelligence

Mary E Powell Trust

EIN 34-6532522 • Bellefontaine, OH

112 North Main StreetBellefontaine, OH 43311
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2021

Net Margin

8th percentile

-199%

Higher net margin than 8% of similar nonprofits.

<$500k nonprofits • Source year 2021

Top Officer Pay

83rd percentile

$1,200

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 36.3% of source-year revenue.

<$500k nonprofits • Source year 2021

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

71st percentile

20%

Faster revenue growth than 71% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $7,361 (-100%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$0

Down $7,361 (-100%) from 2020

Operations
Liabilities / Revenue66th percentileNet Margin8th percentile

Revenue

Up

$3,303

Up $557 (+20%) from 2020

Expenses

Up

$9,868

Up $3,324 (+51%) from 2020

Net Income

Down

-$6,565

Down $2,767 (-73%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2020: $7,361Liabilities 2020: $0Net Assets 2020: $7,3612020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0
Open 2021 Filing

Operations Trend

Revenue Growth71st percentile

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

$10K$5.0K$0-$5.0K-$10KRevenue 2020: $2,746Expenses 2020: $6,544Net Income 2020: -$3,7982020Revenue 2021: $3,303Expenses 2021: $9,868Net Income 2021: -$6,5652021

Highlighted filing

2021

Revenue$3,303
Expenses$9,868
Net Income-$6,565
Open 2021 Filing

Filings

Most recent year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$3,303
Expenses
$9,868
Net income
-$6,565
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0$0$0$3,303$9,868$6,565
2020Detailed filing. Detailed filing data is available for this year.$7,361$0$7,361$2,746$6,544$3,798
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 17, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J MacAlpine SmithSecretary-Treasurer-$1,200-$1,200
D Fred BurtonPresident-$800-$800
Barbara StewartVice President-$800-$800
Filing and Contact Details

Filer

Filer Name
Mary E Powell Trust
EIN
34-6532522
Phone
9375938510
Address
112 North Main Street, Bellefontaine, OH 43311

Signing Officer

Name
J MacAlpine Smith
Title
Trustee
Phone
9375938510
Signed
2022-06-17
Discuss with paid preparer
Yes

Preparer

Firm
Belser Accounting and Tax Service LLC
Address
1344 South Main Street PO Box 640, Bellefontaine, OH 43311
Preparer
John T Belser CPA
Phone
9375933518
Raw XML Appendix285 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Sold 260.999 Shares of Columbia Cap M/ AGGA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Sold 256.782 Shares of Columbia Cap M/AGG A
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0D Fred Burton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Barbara Stewart
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2J MacAlpine Smith
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2717 Columbus Avenue
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0J MacAlpine Smith
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The trust makes grants to maiden ladies who reside in Logan County, Ohio and are in need of financial assistance to maintain a bare minimum standard of living.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt02600
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0No Special Form is Required
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Any Officer or Trustee
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09375938510
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Barbara Metz
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1H Marie Downing
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01957
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt039
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015312
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03819
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01957
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03000
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt02280
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Smith, Smith Montgomery
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02280
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02280
LiquidationExplanationStmt/ExplanationTxt0The Mary E Powell Trust was ternminated as of 12/31/2021. The reason being that the Trust had depleted all of its assets. The assets of the Trust were investments held by American Enterpirse Investment Services Inc. and a checking account with PNC bank. After all the charitable contributions and expenses were paid in 2021, the trust was left with no assets, and therefore will no longer exist after 2021.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0796
OtherDecreasesSchedule/OtherDecreasesDetail/Amt10
OtherDecreasesSchedule/OtherDecreasesDetail/Amt20
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Cost Basis Adjustment for Investments held at American Enterprise Investment Services Inc.
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Since this is the last return, we do not know why the cost basis that we calculated is different
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2than the cost basis that the financial advisors have calculated for 2021.
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt136
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2100
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt3267
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Logan County Probate Court - Court Costs
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PNC Bank - Check Images Fee for 12 Months
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Fiduciary Bond
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Eichholtz Funeral Home - Donation
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt136
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3267
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt136
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3267
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bellefontaine
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ReturnHeader/PreparerPersonGrp/PhoneNum09375933518
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-17
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