Civic Intelligence

Augusta W & J Belle Bowman Fund

990PF • Fiscal year 2014 • EIN 34-7012477

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 27, 2014

2080 Stockbridge Road44313

(330) 867-3020

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

91st percentile

55%

Higher net margin than 91% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

62nd percentile

$15,300

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 14.7% of source-year revenue.

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

73rd percentile

10%

Faster asset growth than 73% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$616,137

Up $57,491 (+10%) from 2013

Net Assets

Up

$616,137

Up $57,491 (+10%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

$104,307

No earlier filing loaded for comparison.

Expenses

Down

$46,816

Down $38,203 (-45%) from 2013

Net Income

$57,491

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

2014

Assets$616,137
Liabilities$0
Net Assets$616,137

Operations Trend

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

2014

Revenue$104,307
Expenses$46,816
Net Income$57,491
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 27, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John V FrankCo-Trustee-$15,300-$15,300
Michael L StarkCo-Trustee-$0--
Filing and Contact Details

Filer

EIN
34-7012477
Phone
3308673020

Signing Officer

Name
John V Frank
Title
CoTrustee
Signed
2014-10-27
Discuss with paid preparer
Yes

Preparer

Preparer
Robin Riemenschneider
Phone
3307770600
Raw XML Appendix368 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/InvestmentsCorporateStockGrp/StockNm11500 shares of Conocophillips
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21000 shares of FMC Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31000 shares of Eaton Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44500 shares of Kodiak Oil Gas
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51687 shares of Paccar
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71400 shares of Procter Gamble
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82000 shares of SM Energy Co
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101000 shares of Phillips 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11600 shares of Tiffany and Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121000 shares of Du Pont E.I.De Nemours and Company
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt0000.283315
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt038186
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt038186
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt038186
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0John V Frank
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine102080 Stockbridge Rd
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0Akron
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode044313
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03308673020
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0None
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Written Request Describing Project or Need
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0John V Frank Co-Trustee
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03308673020
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine102080 Stockbridge Rd
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0Akron
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode044313
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Preference given to charitable organizations in Barberton, Ohio
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2175th Anniversary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10Old Trail School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11Norman Rockwell Museum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12Friends of Glendale Cemetery
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine102315 Ira Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine119 Route 183
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12150 Glendale Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0Akron
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1Stockbridge
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2Akron
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode044333
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode101262
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode244302
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt038186
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt061266
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt023080
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt026520
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt020151
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt023080
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt023591
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt023591
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt038186
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt023591
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt046671
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0State filing fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Grant recordkeeping
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Stationary
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt170
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt270
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt270
TaxesSchedule/TaxesDetail/Amt0390
TaxesSchedule/TaxesDetail/CategoryTxt0Estimated tax on investment income
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John V Frank
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CoTrustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine10August W & J Belle Bowman Fund
ReturnHeader/Filer/BusinessNameControlTxt0AUGU
ReturnHeader/Filer/EIN0347012477
ReturnHeader/Filer/PhoneNum03308673020
ReturnHeader/Filer/USAddress/AddressLine102080 Stockbridge Road
ReturnHeader/Filer/USAddress/City0Akron
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode044313
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352390688
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Select Fiduciary LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO Box 420
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Rootstown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode044272
ReturnHeader/PreparerPersonGrp/PhoneNum03307770600
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robin Riemenschneider
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-10-27T03:31:48-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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