Civic Intelligence

Mabel S Epler Scholarship Fund Tr UW

990PF • Fiscal year 2020 • EIN 35-6326717

Jan 01, 2020 to Dec 31, 2020 • Filed on May 04, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

16th percentile

-46%

Higher net margin than 16% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

78th percentile

$1,500

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 36.9% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

38th percentile

-2.8%

Faster asset growth than 38% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

55th percentile

-8.8%

Faster revenue growth than 55% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$64,843

Down $1,850 (-2.8%) from 2019

Net Assets

Down

$64,843

Down $1,850 (-2.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin16th percentile

Revenue

Down

$4,060

Down $393 (-8.8%) from 2019

Expenses

Down

$5,910

Down $2,350 (-28%) from 2019

Net Income

Up

-$1,850

Up $1,957 (+51%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$100K$50K$0Assets 2011: $83,850Liabilities 2011: $0Net Assets 2011: $83,8502011Assets 2012: $84,168Liabilities 2012: $0Net Assets 2012: $84,1682012Assets 2017: $73,238Liabilities 2017: $0Net Assets 2017: $73,2382017Assets 2018: $70,500Liabilities 2018: $0Net Assets 2018: $70,5002018Assets 2019: $66,693Liabilities 2019: $0Net Assets 2019: $66,6932019Assets 2020: $64,843Liabilities 2020: $0Net Assets 2020: $64,8432020Assets 2021: $62,654Liabilities 2021: $0Net Assets 2021: $62,6542021Assets 2022: $49,844Liabilities 2022: $0Net Assets 2022: $49,8442022Assets 2023: $40,223Liabilities 2023: $0Net Assets 2023: $40,2232023Assets 2024: $49,837Liabilities 2024: $0Net Assets 2024: $49,8372024

Highlighted filing

2020

Assets$64,843
Liabilities$0
Net Assets$64,843
Open 2020 Filing

Operations Trend

Revenue Growth55th percentile

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

$30K$20K$10K$0-$10K-$20KExpenses 2011: $6,2322011Expenses 2012: $5,4042012Revenue 2017: $5,930Expenses 2017: $7,779Net Income 2017: -$1,8492017Revenue 2018: $8,580Expenses 2018: $11,318Net Income 2018: -$2,7382018Revenue 2019: $4,453Expenses 2019: $8,260Net Income 2019: -$3,8072019Revenue 2020: $4,060Expenses 2020: $5,910Net Income 2020: -$1,8502020Revenue 2021: $6,711Expenses 2021: $8,900Net Income 2021: -$2,1892021Revenue 2022: $1,621Expenses 2022: $14,431Net Income 2022: -$12,8102022Revenue 2023: $11,232Expenses 2023: $20,850Net Income 2023: -$9,6182023Revenue 2024: $20,627Expenses 2024: $11,014Net Income 2024: $9,6132024

Highlighted filing

2020

Revenue$4,060
Expenses$5,910
Net Income-$1,850
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 4, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST MERCHANTS PRIVATE WEALTH ADVTrustee-$1,500-$1,500
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIPSIYORKTOWN, IN, US$543
Paid Grant-SCHOLARSHIPSIMUNCIE, IN, US$543
Paid Grant-SCHOLARSHIPSIYORKTOWN, IN, US$542
Paid Grant-SCHOLARSHIPSIANDERSON, IN, US$542
Filing and Contact Details

Filer

Filer Name
Mabel S Epler Scholarship Fund Tr Uw
EIN
35-6326717
Phone
7657471500
Address
200 EAST JACKSON STREET, MUNCIE, IN 47305

Signing Officer

Name
Kathleen Elliott
Title
Officer-tax Mgr
Phone
7657471500
Signed
2021-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, INDIANAPOLIS, IN 46240
Preparer
Casse Tate
Phone
3175802000
Raw XML Appendix320 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12306 S SACKS DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21015 N BUCKEYE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31335 E 500 N
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1YORKTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MUNCIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ANDERSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd047395
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd147396
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd247304
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd346012
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02170
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03660
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04381
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0721
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0953
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0473
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0721
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0705
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0705
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03660
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0705
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01426
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt040
TaxesSchedule/TaxesDetail/CategoryTxt0PRIOR YEAR FEDERAL EXCISE TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN ELLIOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER-TAX MGR
ReturnHeader/BusinessOfficerGrp/PhoneNum07657471500
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MABEL S EPLER SCHOLARSHIP FUND TR UW
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0001875
ReturnHeader/Filer/BusinessNameControlTxt0MABE
ReturnHeader/Filer/EIN0356326717
ReturnHeader/Filer/PhoneNum07657471500
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 EAST JACKSON STREET
ReturnHeader/Filer/USAddress/CityNm0MUNCIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047305
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/ZIPCd046240
ReturnHeader/PreparerPersonGrp/PhoneNum03175802000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CASSE TATE
ReturnHeader/ReturnTs02021-05-13T14:09:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHLEEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ELLIOTT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,843
Liabilities
$0
Net assets
$64,843
Revenue
$4,060
Expenses
$5,910
Net income
-$1,850
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$49.8$0.00$49.8$20.6$11.0$9.61
2023Detailed filing. Detailed filing data is available for this year.$40.2$0.00$40.2$11.2$20.9$9.62
2022Detailed filing. Detailed filing data is available for this year.$49.8$0.00$49.8$1.62$14.4$12.8
2021Detailed filing. Detailed filing data is available for this year.$62.7$0.00$62.7$6.71$8.90$2.19
2020Detailed filing. Detailed filing data is available for this year.$64.8$0.00$64.8$4.06$5.91$1.85
2019Detailed filing. Detailed filing data is available for this year.$66.7$0.00$66.7$4.45$8.26$3.81
2018Detailed filing. Detailed filing data is available for this year.$70.5$0.00$70.5$8.58$11.3$2.74
2017Detailed filing. Detailed filing data is available for this year.$73.2$0.00$73.2$5.93$7.78$1.85
2012Detailed filing. Detailed filing data is available for this year.$84.2$0.00$84.2$5.40
2011Detailed filing. Detailed filing data is available for this year.$83.9$0.00$83.9$6.23