Civic Intelligence

Augusta W & J Belle Bowman Fund

990PF • Fiscal year 2013 • EIN 34-7012477

Jul 01, 2012 to Jun 30, 2013 • Filed on Oct 14, 2013

Organization Profile
2080 Stockbridge Road44313
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

65th percentile

$14,016

Higher top officer pay than 65% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

38th percentile

-1.1%

Faster asset growth than 38% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$558,646

Down $6,325 (-1.1%) from 2012

Net Assets

Down

$558,646

Down $6,325 (-1.1%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$85,019

Down $21,586 (-20%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$800K$600K$400K$200K$0Assets 2012: $564,971Liabilities 2012: $0Net Assets 2012: $564,9712012Assets 2013: $558,646Liabilities 2013: $0Net Assets 2013: $558,6462013Assets 2014: $616,137Liabilities 2014: $0Net Assets 2014: $616,1372014Assets 2015: $592,609Liabilities 2015: $0Net Assets 2015: $592,6092015Assets 2016: $563,096Liabilities 2016: $0Net Assets 2016: $563,0962016Assets 2017: $577,294Liabilities 2017: $0Net Assets 2017: $577,2942017Assets 2018: $535,944Liabilities 2018: $0Net Assets 2018: $535,9442018Assets 2019: $537,832Liabilities 2019: $0Net Assets 2019: $537,8322019Assets 2020: $505,253Liabilities 2020: $0Net Assets 2020: $505,2532020Assets 2021: $474,778Liabilities 2021: $0Net Assets 2021: $474,7782021Assets 2022: $511,989Liabilities 2022: $0Net Assets 2022: $511,9892022Assets 2023: $441,118Liabilities 2023: $0Net Assets 2023: $441,1182023Assets 2024: $407,245Liabilities 2024: $0Net Assets 2024: $407,2452024Assets 2025: $388,836Liabilities 2025: $0Net Assets 2025: $388,8362025

Highlighted filing

2013

Assets$558,646
Liabilities$0
Net Assets$558,646
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50K-$100KExpenses 2012: $106,6052012Expenses 2013: $85,0192013Revenue 2014: $104,307Expenses 2014: $46,816Net Income 2014: $57,4912014Revenue 2015: $70,242Expenses 2015: $93,770Net Income 2015: -$23,5282015Revenue 2016: -$766Expenses 2016: $28,747Net Income 2016: -$29,5132016Revenue 2017: $43,826Expenses 2017: $29,628Net Income 2017: $14,1982017Revenue 2018: $20,558Expenses 2018: $61,908Net Income 2018: -$41,3502018Revenue 2019: $23,718Expenses 2019: $21,830Net Income 2019: $1,8882019Revenue 2020: $37,198Expenses 2020: $69,777Net Income 2020: -$32,5792020Revenue 2021: $53,752Expenses 2021: $84,227Net Income 2021: -$30,4752021Revenue 2022: $90,796Expenses 2022: $53,585Net Income 2022: $37,2112022Revenue 2023: $7,209Expenses 2023: $78,080Net Income 2023: -$70,8712023Revenue 2024: $44,288Expenses 2024: $78,161Net Income 2024: -$33,8732024Revenue 2025: $83,656Expenses 2025: $102,065Net Income 2025: -$18,4092025

Highlighted filing

2013

Revenue-
Expenses$85,019
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Oct 14, 2013
Return Version
2012v2.2
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John V FrankCo-Trustee-$14,016-$14,016
Michael L StarkCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAkron Zoological ParkStark Grizzly Ridge509a1Akron, OH, US$35,000
Paid GrantGreater Worcester Community FoundationFrank Pomfret Fund509a1Worcester, MA, US$35,000
Filing and Contact Details

Filer

EIN
34-7012477
Raw XML Appendix327 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock01500 shares of Apache
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11500 shares of Conocophillips
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21000 shares of Deere Co
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32000 shares of EMC Corp
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41000 shares of FMC Corp
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock540 shares of Google Inc
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock61000 shares of Eaton Corp
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock74500 shares of Kodiak Oil Gas
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock81687 shares of Paccar
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9985 shares of Pfizer
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock101400 shares of Procter Gamble
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock112000 shares of SM Energy Co
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock121000 shares of Western Digital
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13500 shares of Beam Inc
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock141000 shares of Phillips 66
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15600 shares of Tiffany and Company
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IRS990PF/NECT0X
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0John V Frank
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Michael L Stark
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Co-Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Co-Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine102080 Stockbridge
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine113475 Ridgewood Rd
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Akron
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0John V Frank
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03308673020
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OH
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IRS990PF/SummaryOfDirectCharitableActy/Description10NONE
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0Written Request Describing Project or Need
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0John V Frank Co-Trustee
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber03308673020
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine102080 Stockbridge Rd
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0Akron
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode044313
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0Preference given to charitable organizations in Barberton, Ohio
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0None
IRS990PF/SupplementaryInformation/ContributingManager0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount035000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount135000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Stark Grizzly Ridge
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1Frank Pomfret Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10Akron Zoological Park
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11Greater Worcester Community Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0509a1
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1509a1
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10500 Edgewood Ave
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11370 N Main Street Ste 650
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Akron
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Worcester
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode044307
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode101608
IRS990PF/SupplementaryInformation/ShareholderManager0None
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear070000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear050999
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted050999
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1020151
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear046671
IRS990PF/UndistributedIncome/ExcessFromCurrentYear026520
IRS990PF/UndistributedIncome/ExcessFromYear1020151
IRS990PF/UndistributedIncome/QualifyingDistributions077519
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus026520
IRS990PF/UndistributedIncome/TotalCorpus046671
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover020151
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0State filing fee
OtherExpensesSchedule/OtherExpenses/Description1Grant recordkeeping
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0200
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1147
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0200
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1147
OtherIncreasesSchedule/OtherIncreases/Amount01657
OtherIncreasesSchedule/OtherIncreases/Description0Excise Tax Refund
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0347012477
ReturnHeader/Filer/Name/BusinessNameLine10August W & J Belle Bowman Fund
ReturnHeader/Filer/NameControl0AUGU
ReturnHeader/Filer/Phone03308673020
ReturnHeader/Filer/USAddress/AddressLine102080 Stockbridge Road
ReturnHeader/Filer/USAddress/City0Akron
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode044313
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-10-14
ReturnHeader/Officer/Name0John V Frank
ReturnHeader/Officer/Title0CoTrustee
ReturnHeader/Preparer/DatePrepared02013-10-02
ReturnHeader/PreparerFirm/EIN0352390688
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Select Fiduciary LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO Box 420
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Rootstown
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode044272
ReturnHeader/Preparer/Name0Robin Riemenschneider
ReturnHeader/Preparer/Phone03307770600
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-10-14T04:02:33-00:00

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$558,646
Liabilities
$0
Net assets
$558,646
Revenue
-
Expenses
$85,019
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.84$1.02$0.18
2024Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.44$0.78$0.34
2023Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.07$0.78$0.71
2022Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.91$0.54$0.37
2021Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.54$0.84$0.30
2020Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.37$0.70$0.33
2019Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.24$0.22$0.02
2018Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.21$0.62$0.41
2017Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.44$0.30$0.14
2016Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.01$0.29$0.30
2015Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.70$0.94$0.24
2014Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$1.04$0.47$0.57
2013Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$0.85
2012Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$1.07