Civic Intelligence

Margaret R Griffiths Trust

990 • Fiscal year 2019 • EIN 34-6690586

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 17, 2020

Organization ProfileN/A
20006 Detroit Road No 200Rocky River, OH 44116

(216) 241-0140

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

7th percentile

0.00x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

92nd percentile

55%

Higher net margin than 92% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

26th percentile

$55,071

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

76th percentile

15%

Faster asset growth than 76% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

93rd percentile

78%

Faster revenue growth than 93% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$7,798,081

Up $992,180 (+15%) from 2018

Net Assets

Up

$7,798,081

Up $992,180 (+15%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin92nd percentile

Revenue

Up

$2,029,069

Up $886,683 (+78%) from 2018

Expenses

Down

$913,964

Down $9,811 (-1.1%) from 2018

Net Income

Up

$1,115,105

Up $896,494 (+410%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$10M$5.0M$0Assets 2014: $7,140,628Liabilities 2014: $0Net Assets 2014: $7,140,6282014Assets 2015: $6,941,770Liabilities 2015: $0Net Assets 2015: $6,941,7702015Assets 2016: $6,563,163Liabilities 2016: $0Net Assets 2016: $6,563,1632016Assets 2017: $6,554,223Liabilities 2017: $0Net Assets 2017: $6,554,2232017Assets 2018: $6,805,901Liabilities 2018: $0Net Assets 2018: $6,805,9012018Assets 2019: $7,798,081Liabilities 2019: $0Net Assets 2019: $7,798,0812019Assets 2020: $7,767,338Liabilities 2020: $0Net Assets 2020: $7,767,3382020Assets 2021: $7,324,413Liabilities 2021: $0Net Assets 2021: $7,324,4132021Assets 2022: $6,952,244Liabilities 2022: $0Net Assets 2022: $6,952,2442022Assets 2023: $6,895,851Liabilities 2023: $0Net Assets 2023: $6,895,8512023Assets 2024: $8,174,759Liabilities 2024: $0Net Assets 2024: $8,174,7592024

Highlighted filing

2019

Assets$7,798,081
Liabilities$0
Net Assets$7,798,081
Open 2019 Filing

Operations Trend

Revenue Growth93rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $1,139,820Expenses 2014: $819,265Net Income 2014: $320,5552014Revenue 2015: $685,448Expenses 2015: $884,306Net Income 2015: -$198,8582015Revenue 2016: $463,207Expenses 2016: $810,560Net Income 2016: -$347,3532016Revenue 2017: $868,529Expenses 2017: $878,033Net Income 2017: -$9,5042017Revenue 2018: $1,142,386Expenses 2018: $923,775Net Income 2018: $218,6112018Revenue 2019: $2,029,069Expenses 2019: $913,964Net Income 2019: $1,115,1052019Revenue 2020: $781,576Expenses 2020: $898,012Net Income 2020: -$116,4362020Revenue 2021: $530,530Expenses 2021: $966,174Net Income 2021: -$435,6442021Revenue 2022: $735,130Expenses 2022: $1,106,518Net Income 2022: -$371,3882022Revenue 2023: $921,748Expenses 2023: $977,431Net Income 2023: -$55,6832023Revenue 2024: $2,340,863Expenses 2024: $1,061,955Net Income 2024: $1,278,9082024

Highlighted filing

2019

Revenue$2,029,069
Expenses$913,964
Net Income$1,115,105
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 17, 2020
Return Version
2018v3.1
Gross Receipts
$2,811,765
Mission and Program Overview

Mission

SUPPORTING ORGANIZATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,250,630$6,214,031▼ $36,599
Savings and Temporary Cash Investments$547,442$1,348,871▲ $801,429
Cash and Non-Interest-Bearing Accounts$7,829$235,179▲ $227,350
Total Assets$6,805,901$7,798,081▲ $992,180
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$6,805,901$7,798,081▲ $992,180
Total Net Assets Fund Balance$6,805,901$7,798,081▲ $992,180
Total Liabilities and Net Assets / Fund Balance$6,805,901$7,798,081▲ $992,180
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleBaseTotal
Thomas M StickneyCo-trustee$55,071$55,071
Andrea S MintonCo-trustee$36,714$36,714
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,029,069
Other Revenue
$0
Change in Net Assets
$1,115,105
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$809,016
Salaries, Compensation, and Employee Benefits$91,785
Other Expenses$13,163
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$809,016--$809,016
Current Officers, Directors, Trustees, and Key Employees$91,785--$91,785
Fees for Services Accounting-$6,390-$6,390
Other Expenses-$514-$514
Fees for Services Other-$200-$200
Total Functional Expenses$900,801$13,163$0$913,964
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cleveland Institute of MusicCleveland, OH501(c)3General Support$202,254
Grace HospitalCleveland, OH501(c)3General Support$202,254
Musical Arts AssociationCleveland, OH501(c)3General Support$202,254
The Cleveland Music School SettlementCleveland, OH501)c)3General Support$202,254
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 A, Line 8B

“The co-trustees meet regularly to make investment decisions”

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

“The accounting for this trust is subject to the supervision and approval of the probate court of cuyahoga county, ohio. The co-trustees review the form 990 prior to filing.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request”

Form 990, Part VI Line 9

“Andrea s. Minton c/o stickney 20006 detroit rd ste 200, rocky river, oh 44116”

Filing and Contact Details

Filer

Filer Name
Margaret R Griffiths Trust
EIN
34-6690586
Phone
2162410140
Address
20006 DETROIT ROAD NO 200, ROCKY RIVER, OH 44116

Signing Officer

Name
Thomas M Stickney
Title
Co-trustee
Phone
2162410140
Signed
2020-01-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas M Stickney
Formed
1969
Legal Domicile
Oh
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Rea & Associates Inc
Address
6300 ROCKSIDE ROAD SUITE 100, INDEPENDENCE, OH 44131
Preparer
Thomas G Scharf CPA
Phone
2165732330
Raw XML AppendixShowing 400 of 433 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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IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt016648675
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0573963
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt04
IRS990ScheduleA/SupportedOrganizationsTotalCnt04
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0340714479
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1340714600
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2340714468
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3340714339
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd31
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd210
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd32
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0202254
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1202254
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2202254
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt3202254
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0GRACE HOSPITAL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1CLEVELAND MUSIC SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2MUSICAL ARTS ASSN
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3CLEVELAND INSTITUTE OF MUSIC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0809016
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0202254
IRS990ScheduleI/RecipientTable/CashGrantAmt1202254
IRS990ScheduleI/RecipientTable/CashGrantAmt2202254
IRS990ScheduleI/RecipientTable/CashGrantAmt3202254
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501)C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0GRACE HOSPITAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1THE CLEVELAND MUSIC SCHOOL SETTLEMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2MUSICAL ARTS ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CLEVELAND INSTITUTE OF MUSIC
IRS990ScheduleI/RecipientTable/RecipientEIN0340714479
IRS990ScheduleI/RecipientTable/RecipientEIN1340714600
IRS990ScheduleI/RecipientTable/RecipientEIN2340714468
IRS990ScheduleI/RecipientTable/RecipientEIN3340714339
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02307 WEST 14TH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt111125 MAGNOLIA DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt211001 EUCLID AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt311021 EAST BLVD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CLEVELAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm1CLEVELAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm2CLEVELAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm3CLEVELAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd044109
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd144106
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd244106
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd344106
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CO-TRUSTEES MEET REGULARLY TO MAKE INVESTMENT DECISIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ACCOUNTING FOR THIS TRUST IS SUBJECT TO THE SUPERVISION AND APPROVAL OF THE PROBATE COURT OF CUYAHOGA COUNTY, OHIO. THE CO-TRUSTEES REVIEW THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANDREA S. MINTON C/O STICKNEY 20006 DETROIT RD STE 200, ROCKY RIVER, OH 44116
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI LINE 9
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06805901
IRS990/TotalAssetsEOYAmt07798081
IRS990/TotalAssetsGrp/BOYAmt06805901
IRS990/TotalAssetsGrp/EOYAmt07798081
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013163
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0900801
IRS990/TotalFunctionalExpensesGrp/TotalAmt0913964
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06805901
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07798081
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0900801
IRS990/TotalReportableCompFromOrgAmt091785
IRS990/TotalRevenueGrp/ExclusionAmt02029069
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02029069
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06805901
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07798081
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt020006 DETROIT ROAD STE 200
IRS990/USAddress/CityNm0ROCKY RIVER
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044116
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-09-22 18:59:49Z

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,798,081
Liabilities
$0
Net assets
$7,798,081
Revenue
$2,029,069
Expenses
$913,964
Net income
$1,115,105
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.17$0.00$8.17$2.34$1.06$1.28
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.90$0.00$6.90$0.92$0.98$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.95$0.00$6.95$0.74$1.11$0.37
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.32$0.00$7.32$0.53$0.97$0.44
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.77$0.00$7.77$0.78$0.90$0.12
2019Detailed filing. Detailed filing data is available for this year.$7.80$0.00$7.80$2.03$0.91$1.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.81$0.00$6.81$1.14$0.92$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.55$0.00$6.55$0.87$0.88$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.56$0.00$6.56$0.46$0.81$0.35
2015Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$0.69$0.88$0.20
2014Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$1.14$0.82$0.32