Civic Intelligence

H E Rathfon Charitable Trust 001016

990PF • Fiscal year 2018 • EIN 35-6218859

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 07, 2019

Organization Profile
200 East Jackson StreetMuncie, IN 47305

(765) 747-1500

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

10th percentile

-49%

Higher net margin than 10% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

78th percentile

$1,538

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 26.3% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

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

Source year 2018

Revenue Growth

Score unavailable

No value available

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

Source year 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

$109,680

No earlier filing loaded for comparison.

Net Assets

$109,680

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin10th percentile

Revenue

$5,848

No earlier filing loaded for comparison.

Expenses

$8,697

No earlier filing loaded for comparison.

Net Income

-$2,849

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2018: $109,680Liabilities 2018: $0Net Assets 2018: $109,6802018Assets 2021: $132,481Liabilities 2021: $0Net Assets 2021: $132,4812021Assets 2022: $116,575Liabilities 2022: $0Net Assets 2022: $116,5752022Assets 2023: $120,071Liabilities 2023: $0Net Assets 2023: $120,0712023Assets 2024: $121,270Liabilities 2024: $0Net Assets 2024: $121,2702024

Highlighted filing

2018

Assets$109,680
Liabilities$0
Net Assets$109,680
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2018: $5,848Expenses 2018: $8,697Net Income 2018: -$2,8492018Revenue 2021: $40,435Expenses 2021: $8,350Net Income 2021: $32,0852021Revenue 2022: -$1,234Expenses 2022: $14,672Net Income 2022: -$15,9062022Revenue 2023: $9,977Expenses 2023: $6,470Net Income 2023: $3,5072023Revenue 2024: $7,541Expenses 2024: $6,342Net Income 2024: $1,1992024

Highlighted filing

2018

Revenue$5,848
Expenses$8,697
Net Income-$2,849
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 7, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST MERCHANTS PRIVATE WLTH ADVISOTrustee-$1,538-$1,538
Filing and Contact Details

Filer

Filer Name
H E Rathfon Charitable Trust 001016
EIN
35-6218859
Phone
7657471500
Address
200 EAST JACKSON STREET, MUNCIE, IN 47305

Signing Officer

Name
Summer L Gibson
Title
Trust Officer
Phone
7657471500
Signed
2019-03-07
Discuss with paid preparer
Yes

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, INDIANAPOLIS, IN 46240-0857
Preparer
Casse Tate
Phone
3175802000
Raw XML Appendix313 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/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01602
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04371
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07460
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05973
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05858
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04371
TaxesSchedule/TaxesDetail/Amt013
TaxesSchedule/TaxesDetail/Amt1150
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1PRIOR YEAR FEDERAL EXCISE TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt013
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUMMER L GIBSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07657471500
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0H E RATHFON CHARITABLE TRUST 001016
ReturnHeader/Filer/BusinessNameControlTxt0HERA
ReturnHeader/Filer/EIN0356218859
ReturnHeader/Filer/PhoneNum07657471500
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 EAST JACKSON STREET
ReturnHeader/Filer/USAddress/CityNm0MUNCIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047305
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F9710F2386B53040722AA524657A9E111FF5A196
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F9710F2386B53040722AA524657A9E111FF5A196
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.132.79.19
ReturnHeader/FilingSecurityInformation/IPDt02019-03-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:24:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352123203
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KSM BUSINESS SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 40857
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0462400857
ReturnHeader/PreparerPersonGrp/PhoneNum03175802000
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CASSE TATE
ReturnHeader/ReturnTs02019-03-07T14:35:14-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$109,680
Liabilities
$0
Net assets
$109,680
Revenue
$5,848
Expenses
$8,697
Net income
-$2,849
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.08$0.06$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.10$0.06$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.01$0.15$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.40$0.08$0.32
2018Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.06$0.09$0.03