Civic Intelligence

Herman Brown Testamentary Trust Premier Bank and Trust Trustee 10/31/12

990 • Fiscal year 2017 • EIN 34-6554601

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 26, 2018

Organization ProfileN/A
6141 Whipple Avenue NWNorth Canton, OH 44720

(330) 244-2978

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

43rd percentile

-0.8%

Faster asset growth than 43% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

19th percentile

-26%

Faster revenue growth than 19% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$165,385

Down $2,526 (-1.5%) from 2015

Net Assets

Down

$165,385

Down $2,526 (-1.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin21st percentile

Revenue

Down

$5,226

Down $4,293 (-45%) from 2015

Expenses

Down

$5,847

Down $2,622 (-31%) from 2015

Net Income

Down

-$621

Down $1,671 (-159%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$200K$150K$100K$50K$0Assets 2010: $155,489Liabilities 2010: $0Net Assets 2010: $155,4892010Assets 2011: $161,425Liabilities 2011: $0Net Assets 2011: $161,4252011Assets 2013: $165,002Liabilities 2013: $0Net Assets 2013: $165,0022013Assets 2014: $166,861Liabilities 2014: $0Net Assets 2014: $166,8612014Assets 2015: $167,911Liabilities 2015: $0Net Assets 2015: $167,9112015Assets 2017: $165,385Liabilities 2017: $0Net Assets 2017: $165,3852017Assets 2018: $173,532Liabilities 2018: $0Net Assets 2018: $173,5322018Assets 2019: $176,827Liabilities 2019: $0Net Assets 2019: $176,8272019Assets 2020: $176,782Liabilities 2020: $0Net Assets 2020: $176,7822020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2017

Assets$165,385
Liabilities$0
Net Assets$165,385
Open 2017 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KExpenses 2010: $6,7452010Expenses 2011: $6,1172011Revenue 2013: $6,554Expenses 2013: $16,241Net Income 2013: -$9,6872013Revenue 2014: $9,259Expenses 2014: $7,400Net Income 2014: $1,8592014Revenue 2015: $9,519Expenses 2015: $8,469Net Income 2015: $1,0502015Revenue 2017: $5,226Expenses 2017: $5,847Net Income 2017: -$6212017Revenue 2018: $13,864Expenses 2018: $5,717Net Income 2018: $8,1472018Revenue 2019: $9,545Expenses 2019: $6,250Net Income 2019: $3,2952019Revenue 2020: $6,328Expenses 2020: $6,373Net Income 2020: -$452020Revenue 2021: $58,813Expenses 2021: $235,595Net Income 2021: -$176,7822021

Highlighted filing

2017

Revenue$5,226
Expenses$5,847
Net Income-$621
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 26, 2018
Return Version
2017v2.2
Gross Receipts
$49,743
Mission and Program Overview

Mission

To support rabbinical services to jewish residents of canton, ohio.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$166,006$166,006→ $0
Investments in Publicly Traded Securities$159,924$156,484▼ $3,440
Cash and Non-Interest-Bearing Accounts$6,082$8,901▲ $2,819
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$-621▼ $621
Total Assets$166,006$165,385▼ $621
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$166,006$165,385▼ $621
Total Liabilities and Net Assets / Fund Balance$166,006$165,385▼ $621
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$5,226
Other Revenue
$0
Change in Net Assets
$-621
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,641
Salaries, Compensation, and Employee Benefits$1,806
Other Expenses$1,400
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,641--$2,641
Current Officers, Directors, Trustees, and Key Employees-$1,806-$1,806
Fees for Services Accounting-$1,250-$1,250
Other Expenses-$50-$50
Total Functional Expenses$2,641$3,206$0$5,847
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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 B, Line 11B

“Trustee reviews all underlying monetary and factual information before the irs form 990 is filed.”

Form 990, Part VI, Section C, Line 18

“Copies of the tax returns are available to the public through several internet websites.”

Form 990, Part VI, Section C, Line 19

“As trustee, home savings bank maintains a close and continuous working relationship with the officers of the supported organizations. The governing documents are not available to the general public, but have been given and are available to all interested parties such as beneficiaries, trustees, executors, etc. Home savings bank does not have a public conflict of interest policy, however, the governing documents and state law impose limitations of trustee powers that home savings bank strictly follows. Financial statements are sent to each charitable beneficiary for review and comment.”

FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC:

“Home savings bank, 6141 whipple avenue nw, north canton, oh 44720”

Filing and Contact Details

Filer

Filer Name
Herman Brown Testamentary Trust
EIN
34-6554601
Phone
3302442978
Address
6141 WHIPPLE AVENUE NW, NORTH CANTON, OH 44720

Signing Officer

Name
John Prelac
Title
Authorized Officer
Phone
3302442978
Signed
2018-04-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Prelac
Formed
1963
Legal Domicile
Oh
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
4505 STEPHEN CIRCLE NW STE 200, CANTON, OH 44718
Preparer
David L Groves
Phone
3304972000
Raw XML Appendix310 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT RABBINICAL SERVICES TO JEWISH RESIDENTS OF CANTON, OHIO.
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0HOME SAVINGS BANK
IRS990/BooksInCareOfDetail/PhoneNum03302442978
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06141 WHIPPLE AVENUE NW
IRS990/BooksInCareOfDetail/USAddress/CityNm0NORTH CANTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd044720
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0166006
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0166006
IRS990/CashNonInterestBearingGrp/BOYAmt06082
IRS990/CashNonInterestBearingGrp/EOYAmt08901
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt01806
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt01806
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt02641
IRS990/CYInvestmentIncomeAmt05226
IRS990/CYOtherExpensesAmt01400
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-621
IRS990/CYSalariesCompEmpBnftPaidAmt01806
IRS990/CYTotalExpensesAmt05847
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05226
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO SUPPORT RABBINICAL SERVICES OF AGUDAS ACHIM CONGREGATION OF CANTON, OHIO
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0880
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01250
IRS990/FeesForServicesAccountingGrp/TotalAmt01250
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0HOME SAVINGS BANK
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01963
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
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IRS990/GainOrLossGrp/SecuritiesAmt01826
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt0880
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02641
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02641
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt046343
IRS990/GrossReceiptsAmt049743
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt03400
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03400
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0159924
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0156484
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt044517
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT RABBINICAL SERVICES TO JEWISH RESIDENTS OF CANTON, OHIO.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0166006
IRS990/NetAssetsOrFundBalancesEOYAmt0165385
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01826
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01826
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OHIO AG FILING FEES
IRS990/OtherExpensesGrp/Desc1PROBATE COURT COSTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0100
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt150
IRS990/OtherExpensesGrp/TotalAmt0100
IRS990/OtherExpensesGrp/TotalAmt150
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOHN PRELAC
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0TO SUPPORT RABBINICAL SERVICES OF TEMPLE ISRAEL OF CANTON, OHIO
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0880
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0880
IRS990/ProgSrvcAccomActy3Grp/Desc0TO SUPPORT RABBINICAL SERVICES OF SHAARAY TORAH SYNAGOGUE OF CANTON, OHIO
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0881
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0881
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03702
IRS990/PYInvestmentIncomeAmt04775
IRS990/PYOtherExpensesAmt01319
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1905
IRS990/PYSalariesCompEmpBnftPaidAmt01659
IRS990/PYTotalExpensesAmt06680
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04775
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-621
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-621
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0341251698
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1340733128
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2340753558
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd21
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0880
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1880
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2881
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0AGUDAS ACHIM CONGREGATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1TEMPLE ISRAEL OF CANTON
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2SHAARAY TORAH SYNAGOGUE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt02641
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0TRUST ACCOUNTING RECORDS ARE MAINTAINED IN A DEDICATED TRUST ACCOUNTING SYSTEM. REPORTS ARE REGULARLY OBTAINED FROM THIS SYSTEM. HOME SAVINGS BANK HAS A DEDICATED ADMINISTRATIVE SERVICES GROUP DESIGNATED AS THE NATIONAL CHARITABLE ACCOUNT ADMINISTRATION GROUP (NCAA). ADMINISTRATORS IN THIS GROUP FOLLOW THE RULES AND REGULATIONS GOVERNING CONTINUITY AND MAINTENANCE OF EXEMPT STATUS WHILE ALSO CARRYING OUT INDIVIDUAL TRUSTOR INTENT. NCAA DUTIES INCLUDE ANNUAL TRUST REVIEW, ISSUING REPORTS, IDENTIFYING CHARITABLE RECIPIENTS, RESEARCHING TAX STATUS OF POTENTIAL CHARITABLE RECIPIENTS, PROVIDING EXPENDITURE RESPONSIBILITY REPORTS AS NEEDED AND MAKING NECESSARY INCOME DISTRIBUTIONS FROM EACH TRUST. THIS TRUST IS SUPPORTED BY NCAA AS WELL AS AN INDIVIDUAL TRUST ADMINISTRATOR. JOHN PRELAC, TRUSTEE
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEE REVIEWS ALL UNDERLYING MONETARY AND FACTUAL INFORMATION BEFORE THE IRS FORM 990 IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPIES OF THE TAX RETURNS ARE AVAILABLE TO THE PUBLIC THROUGH SEVERAL INTERNET WEBSITES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AS TRUSTEE, HOME SAVINGS BANK MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE OFFICERS OF THE SUPPORTED ORGANIZATIONS. THE GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC, BUT HAVE BEEN GIVEN AND ARE AVAILABLE TO ALL INTERESTED PARTIES SUCH AS BENEFICIARIES, TRUSTEES, EXECUTORS, ETC. HOME SAVINGS BANK DOES NOT HAVE A PUBLIC CONFLICT OF INTEREST POLICY, HOWEVER, THE GOVERNING DOCUMENTS AND STATE LAW IMPOSE LIMITATIONS OF TRUSTEE POWERS THAT HOME SAVINGS BANK STRICTLY FOLLOWS. FINANCIAL STATEMENTS ARE SENT TO EACH CHARITABLE BENEFICIARY FOR REVIEW AND COMMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HOME SAVINGS BANK, 6141 WHIPPLE AVENUE NW, NORTH CANTON, OH 44720
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0166006
IRS990/TotalAssetsEOYAmt0165385
IRS990/TotalAssetsGrp/BOYAmt0166006
IRS990/TotalAssetsGrp/EOYAmt0165385
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03206
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02641
IRS990/TotalFunctionalExpensesGrp/TotalAmt05847
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0166006
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0165385
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02641
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt05226
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05226
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0166006
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0165385
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06141 WHIPPLE AVENUE NW
IRS990/USAddress/CityNm0NORTH CANTON
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044720
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN PRELAC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0AUTHORIZED OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03302442978
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERMAN BROWN TESTAMENTARY TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HOME SAVINGS BANK TRUSTEE 10/31/12
ReturnHeader/Filer/BusinessNameControlTxt0HERM
ReturnHeader/Filer/EIN0346554601
ReturnHeader/Filer/PhoneNum03302442978
ReturnHeader/Filer/USAddress/AddressLine1Txt06141 WHIPPLE AVENUE NW
ReturnHeader/Filer/USAddress/CityNm0NORTH CANTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044720
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02018-04-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:03:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04505 STEPHEN CIRCLE NW STE 200
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
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ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID L GROVES
ReturnHeader/ReturnTs02018-05-03T16:13:01-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$165,385
Liabilities
$0
Net assets
$165,385
Revenue
$5,226
Expenses
$5,847
Net income
-$621
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.59$2.36$1.77
2020Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.06$0.06$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.10$0.06$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.14$0.06$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.05$0.06$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.10$0.08$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.09$0.07$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.07$0.16$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.00$1.61$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.00$1.55$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits