Civic Intelligence

Elizabeth Boyer Irrev Trust 1135020456

990PF • Fiscal year 2016 • EIN 34-7158529

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 25, 2017

Organization Profile
519 Madison AvenueToledo, OH 43604

(419) 262-3717

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

5th percentile

-165%

Higher net margin than 5% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

80th percentile

$4,050

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 37.7% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

37th percentile

-4.3%

Faster asset growth than 37% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

23rd percentile

-21%

Faster revenue growth than 23% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$344,883

Down $15,405 (-4.3%) from 2015

Net Assets

Down

$344,883

Down $15,405 (-4.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin5th percentile

Revenue

Down

$10,752

Down $2,892 (-21%) from 2015

Expenses

Down

$28,474

Down $2,569 (-8.3%) from 2015

Net Income

Down

-$17,722

Down $323 (-1.9%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$400K$300K$200K$100K$0Assets 2015: $360,288Liabilities 2015: $0Net Assets 2015: $360,2882015Assets 2016: $344,883Liabilities 2016: $0Net Assets 2016: $344,8832016Assets 2017: $348,930Liabilities 2017: $0Net Assets 2017: $348,9302017Assets 2018: $315,308Liabilities 2018: $0Net Assets 2018: $315,3082018Assets 2019: $311,751Liabilities 2019: $0Net Assets 2019: $311,7512019Assets 2020: $307,615Liabilities 2020: $7,212Net Assets 2020: $300,4032020Assets 2021: $309,375Liabilities 2021: $15,465Net Assets 2021: $293,9102021Assets 2022: $296,440Liabilities 2022: $15,239Net Assets 2022: $281,2012022Assets 2023: $321,085Liabilities 2023: $0Net Assets 2023: $321,0852023Assets 2024: $374,119Liabilities 2024: $0Net Assets 2024: $374,1192024

Highlighted filing

2016

Assets$344,883
Liabilities$0
Net Assets$344,883
Open 2016 Filing

Operations Trend

Revenue Growth23rd percentile

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

$150K$100K$50K$0-$50KRevenue 2015: $13,644Expenses 2015: $31,043Net Income 2015: -$17,3992015Revenue 2016: $10,752Expenses 2016: $28,474Net Income 2016: -$17,7222016Revenue 2017: $14,108Expenses 2017: $10,063Net Income 2017: $4,0452017Revenue 2018: $12,208Expenses 2018: $45,829Net Income 2018: -$33,6212018Revenue 2019: $10,879Expenses 2019: $14,435Net Income 2019: -$3,5562019Revenue 2020: $12,583Expenses 2020: $23,933Net Income 2020: -$11,3502020Revenue 2021: $23,249Expenses 2021: $29,742Net Income 2021: -$6,4932021Revenue 2022: $42,160Expenses 2022: $54,871Net Income 2022: -$12,7112022Revenue 2023: $31,072Expenses 2023: $7,701Net Income 2023: $23,3712023Revenue 2024: $104,892Expenses 2024: $51,858Net Income 2024: $53,0342024

Highlighted filing

2016

Revenue$10,752
Expenses$28,474
Net Income-$17,722
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 25, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALISON FALLSTrustee-$4,050-$4,050
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFRIENDS OF GATES MILLS PUBLIC LIBGENERALN/AGATES MILLS, OH, US$3,960
Paid GrantAMERICAN ASSN OF UNIV WOMENGENERALN/AWASHINGTON, DC, US$3,960
Paid GrantCLEVELAND MUSEUM OF ARTGENERALN/ACLEVELAND, OH, US$3,960
Paid GrantDELTA GAMMA FOUNDATIONGENERALN/ACOLUMBUS, OH, US$3,960
Filing and Contact Details

Filer

Filer Name
Elizabeth Boyer Irrev Trust
EIN
34-7158529
Phone
4192623717
Address
519 MADISON AVENUE, TOLEDO, OH 43604

Signing Officer

Name
Alison Falls
Title
Trustee
Phone
4192623717
Signed
2017-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Trustax LLC
Address
6455 WHEATSTONE CT, MAUMEE, OH 43537-9403
Preparer
Grant M Keune
Phone
4198685555
Raw XML Appendix341 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/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13960
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23960
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33960
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FRIENDS OF GATES MILLS PUBLIC LIB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN ASSN OF UNIV WOMEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CLEVELAND MUSEUM OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3DELTA GAMMA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01491 CHAGRIN RIVER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11111 16TH STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt211150 EAST BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33250 RIVERSIDE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GATES MILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3COLUMBUS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd244106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd343221
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015840
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/AppliedToCurrentYearAmt04227
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt015839
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019068
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020066
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014841
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt015839
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt093
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0187
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt094
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1AG FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0700
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0700
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01852
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1298
OtherIncreasesSchedule/OtherIncreasesDetail/Amt2167
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TAX REFUND
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1NON-DIV DISTRIBUTIONS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2PRIOR PERIOD ADJ
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04686
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04686
TaxesSchedule/TaxesDetail/Amt099
TaxesSchedule/TaxesDetail/Amt197
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX DEPOSIT
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt099
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALISON FALLS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04192623717
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELIZABETH BOYER IRREV TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt01135020456
ReturnHeader/Filer/BusinessNameControlTxt0ELIZ
ReturnHeader/Filer/EIN0347158529
ReturnHeader/Filer/PhoneNum04192623717
ReturnHeader/Filer/USAddress/AddressLine1Txt0519 MADISON AVENUE
ReturnHeader/Filer/USAddress/CityNm0TOLEDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043604
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F50F7A1ED36F00C9212574166666AC8CB0928FDA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A0F34A85AACB565C181F972AD8E132460C257EAB
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341959490
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRUSTAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06455 WHEATSTONE CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAUMEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0435379403
ReturnHeader/PreparerPersonGrp/PhoneNum04198685555
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GRANT M KEUNE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-10T11:12:09-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$344,883
Liabilities
$0
Net assets
$344,883
Revenue
$10,752
Expenses
$28,474
Net income
-$17,722
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$1.05$0.52$0.53
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.21$0.00$3.21$0.31$0.08$0.23
2022Detailed filing. Detailed filing data is available for this year.$2.96$0.15$2.81$0.42$0.55$0.13
2021Detailed filing. Detailed filing data is available for this year.$3.09$0.15$2.94$0.23$0.30$0.06
2020Detailed filing. Detailed filing data is available for this year.$3.08$0.07$3.00$0.13$0.24$0.11
2019Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.11$0.14$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.12$0.46$0.34
2017Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.14$0.10$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.11$0.28$0.18
2015Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.14$0.31$0.17