Civic Intelligence

Augusta W & J Belle Bowman Fund

990PF • Fiscal year 2019 • EIN 34-7012477

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 18, 2019

Organization Profile
2080 Stockbridge RoadAkron, OH 44313

(330) 867-3020

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

60th percentile

8.0%

Higher net margin than 60% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

64th percentile

$13,810

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 58.2% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

43rd percentile

0.4%

Faster asset growth than 43% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

69th percentile

15%

Faster revenue growth than 69% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$537,832

Up $1,888 (+0.4%) from 2018

Net Assets

Up

$537,832

Up $1,888 (+0.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin60th percentile

Revenue

Up

$23,718

Up $3,160 (+15%) from 2018

Expenses

Down

$21,830

Down $40,078 (-65%) from 2018

Net Income

Up

$1,888

Up $43,238 (+105%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2019

Assets$537,832
Liabilities$0
Net Assets$537,832
Open 2019 Filing

Operations Trend

Revenue Growth69th percentile

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

2019

Revenue$23,718
Expenses$21,830
Net Income$1,888
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 18, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John V FrankCo-Trustee-$13,810-$13,810
Gregory R BeanCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
August W & J Belle Bowman Fund
EIN
34-7012477
Phone
3308673020
Address
2080 Stockbridge Road, Akron, OH 44313

Signing Officer

Name
John Frank
Title
Trustee
Signed
2019-10-18
Discuss with paid preparer
Yes

Preparer

Firm
Select Fiduciary LLC
Address
PO Box 420, Rootstown, OH 44272
Preparer
Robin L Riemenschneider
Phone
3307770600
Raw XML Appendix346 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/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt0000.194992
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt010228
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt010228
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt010228
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/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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/AddressLine1Txt02080 Stockbridge Rd
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Akron
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd044313
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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/AddressLine1Txt02080 Stockbridge Rd
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Akron
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd044313
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Preference given to charitable organizations in Barberton, Ohio
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Friends of Glendale Cemetery
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0150 Glendale Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Akron
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044302
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
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/AppliedToCurrentYearAmt07809
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02419
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt052835
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010228
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt045026
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02419
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0State filing fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01554
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Bank of Millbrook
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01554
TaxesSchedule/TaxesDetail/Amt0416
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax Withheld
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0416
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John Frank
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0August W & J Belle Bowman Fund
ReturnHeader/Filer/BusinessNameControlTxt0AUGU
ReturnHeader/Filer/EIN0347012477
ReturnHeader/Filer/PhoneNum03308673020
ReturnHeader/Filer/USAddress/AddressLine1Txt02080 Stockbridge Road
ReturnHeader/Filer/USAddress/CityNm0Akron
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044313
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04772E4AD6ADE63975221CE19B6D801CF00640ADE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04772E4AD6ADE63975221CE19B6D801CF00640ADE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.62.23.86
ReturnHeader/FilingSecurityInformation/IPDt02019-10-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:08:54
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Select Fiduciary LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 420
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rootstown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044272
ReturnHeader/PreparerPersonGrp/PhoneNum03307770600
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robin L Riemenschneider
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-10-18T08:09:17-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$537,832
Liabilities
$0
Net assets
$537,832
Revenue
$23,718
Expenses
$21,830
Net income
$1,888
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