Civic Intelligence

Billie Teel Tappan Trust FBO Indianapolis Fd

EIN 35-6062676 • 4947(a)1 • Cleveland, OH

Profile

Supporting the indianapolis foundation

PO Box 94651Cleveland, OH 44101

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

94th percentile

0.00x

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

4947(a)1 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2014

Net Margin

97th percentile

87%

Higher net margin than 97% of similar nonprofits.

4947(a)1 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

21st percentile

$6,993

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

4947(a)1 • $1M-$5M nonprofits • Source year 2014

Asset Growth

85th percentile

8.5%

Faster asset growth than 85% of similar nonprofits.

4947(a)1 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

55th percentile

12%

Faster revenue growth than 55% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$1,411,076

Up $109,986 (+8.5%) from 2013

Liabilities

Flat

$0

Flat from 2013

Net Assets

Up

$1,411,076

Up $109,986 (+8.5%) from 2013

Operations
Liabilities / Revenue33rd percentileNet Margin97th percentile

Revenue

Up

$126,847

Up $13,846 (+12%) from 2013

Expenses

Up

$16,813

Up $5,650 (+51%) from 2013

Net Income

Up

$110,034

Up $8,196 (+8.0%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2013: $1,301,090Liabilities 2013: $0Net Assets 2013: $1,301,0902013Assets 2014: $1,411,076Liabilities 2014: $0Net Assets 2014: $1,411,0762014

Highlighted filing

2014

Assets$1,411,076
Liabilities$0
Net Assets$1,411,076
Open 2014 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0Revenue 2013: $113,001Expenses 2013: $11,163Net Income 2013: $101,8382013Revenue 2014: $126,847Expenses 2014: $16,813Net Income 2014: $110,0342014

Highlighted filing

2014

Revenue$126,847
Expenses$16,813
Net Income$110,034
Open 2014 Filing

Filings

Most recent year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,411,076
Liabilities
$0
Net assets
$1,411,076
Revenue
$126,847
Expenses
$16,813
Net income
$110,034
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.13$0.02$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.11$0.01$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 23, 2015
Return Version
2014v5.0
Gross Receipts
$538,669
Mission and Program Overview

Mission

Supporting the indianapolis foundation

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,136,176$1,224,433▲ $88,257
Savings and Temporary Cash Investments$164,914$186,643▲ $21,729
Total Assets$1,301,090$1,411,076▲ $109,986
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,301,090$1,411,076▲ $109,986
Total Net Assets Fund Balance$1,301,090$1,411,076▲ $109,986
Total Liabilities and Net Assets / Fund Balance$1,301,090$1,411,076▲ $109,986
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleBaseTotal
-Trustee$6,993$6,993
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$126,847
Other Revenue
$0
Change in Net Assets
$110,034
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,390
Other Expenses$5,423
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$11,390$0-$11,390
Fees for Services Legal$5,327--$5,327
All Other Expenses-$96-$96
Total Functional Expenses$16,717$96$0$16,813
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Billie Teel Tappan Trust Fbo Indianapolis Fd
EIN
35-6062676
Phone
2162574701
Address
PO BOX 94651, CLEVELAND, OH 44101

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
2162574701
Signed
2015-10-23

Organization Details

Principal Officer
R a Bumblis
Formed
1966
Legal Domicile
In
Voting Board Members
1
Independent Board Members
1
Employees
0
Supplemental Narrative

Additional Explanations

Estimate of Average Hours Per Week Devoted to Related Organizations

“3”

Raw XML Appendix254 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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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01136176
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01224433
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0411822
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01301090
IRS990/NetAssetsOrFundBalancesEOYAmt01411076
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt095867
IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/OrgFiledInLieuOfForm1041Ind0true
IRS990/OtherChangesInNetAssetsAmt0-48
IRS990/OtherInd0X
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0R A BUMBLIS
IRS990/ProfessionalFundraisingInd0false
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IRS990/PYInvestmentIncomeAmt0112976
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IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0110034
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0164914
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0186643
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
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IRS990ScheduleA/SupportedOrgInformationGrp/EIN0350868115
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0509
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
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ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02162574701
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BILLIE TEEL TAPPAN TRUST FBO INDIANAPOLIS FD
ReturnHeader/Filer/BusinessNameControlTxt0TAPP
ReturnHeader/Filer/EIN0356062676
ReturnHeader/Filer/PhoneNum02162574701
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ReturnHeader/Filer/USAddress/CityNm0CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044101
ReturnHeader/ReturnTs02015-10-23T09:00:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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