Civic Intelligence

Elizabeth W Ball for Benefit of the First United Presbyterian Church

990PF • Fiscal year 2023 • EIN 35-6353200

Jan 01, 2023 to Dec 31, 2023 • Filed on May 06, 2024

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

15th percentile

-29%

Higher net margin than 15% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

80th percentile

$3,000

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 14.4% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

43rd percentile

-1.9%

Faster asset growth than 43% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

92nd percentile

135%

Faster revenue growth than 92% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$309,507

Down $6,119 (-1.9%) from 2022

Net Assets

Down

$309,507

Down $6,119 (-1.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$20,863

Up $11,970 (+135%) from 2022

Expenses

Down

$26,955

Down $5,798 (-18%) from 2022

Net Income

Up

-$6,092

Up $17,768 (+74%) from 2022

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $313,820Liabilities 2012: $0Net Assets 2012: $313,8202012Assets 2017: $362,707Liabilities 2017: $0Net Assets 2017: $362,7072017Assets 2018: $374,516Liabilities 2018: $0Net Assets 2018: $374,5162018Assets 2019: $363,029Liabilities 2019: $0Net Assets 2019: $363,0292019Assets 2020: $349,490Liabilities 2020: $0Net Assets 2020: $349,4902020Assets 2021: $339,486Liabilities 2021: $0Net Assets 2021: $339,4862021Assets 2022: $315,626Liabilities 2022: $0Net Assets 2022: $315,6262022Assets 2023: $309,507Liabilities 2023: $0Net Assets 2023: $309,5072023Assets 2024: $378,481Liabilities 2024: $0Net Assets 2024: $378,4812024

Highlighted filing

2023

Assets$309,507
Liabilities$0
Net Assets$309,507

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $26,507Expenses 2012: $11,425Net Income 2012: $15,0822012Revenue 2017: $17,460Expenses 2017: $12,047Net Income 2017: $5,4132017Revenue 2018: $31,494Expenses 2018: $19,685Net Income 2018: $11,8092018Revenue 2019: $14,782Expenses 2019: $26,269Net Income 2019: -$11,4872019Revenue 2020: $17,435Expenses 2020: $30,974Net Income 2020: -$13,5392020Revenue 2021: $36,592Expenses 2021: $46,585Net Income 2021: -$9,9932021Revenue 2022: $8,893Expenses 2022: $32,753Net Income 2022: -$23,8602022Revenue 2023: $20,863Expenses 2023: $26,955Net Income 2023: -$6,0922023Revenue 2024: $98,191Expenses 2024: $29,217Net Income 2024: $68,9742024

Highlighted filing

2023

Revenue$20,863
Expenses$26,955
Net Income-$6,092
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 6, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST MERCHANTS PRIVATE WLTH ADVISOTrustee-$3,000-$3,000
Filing and Contact Details

Filer

Filer Name
Elisabeth Ball Trust for First
EIN
35-6353200
Phone
7657471500
Address
200 EAST JACKSON STREET, MUNCIE, IN 47305

Signing Officer

Name
Amy Jones
Title
Fiduciary Tax Mgr
Phone
7657471500
Signed
2024-05-06
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 Appendix309 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/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt021895
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021895
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08657
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06059
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt018756
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04040
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08657
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06059
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025935
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04040
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt018756
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014716
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt027
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TAXABLE BOND PREMIUM AMORTIZATION
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/Amt1105
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1PRIOR YEAR FEDERAL EXCISE TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt015
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FIDUCIARY TAX MGR
ReturnHeader/BusinessOfficerGrp/PhoneNum07657471500
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELISABETH BALL TRUST FOR FIRST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PRESBYTERIAN CHURCH 002021
ReturnHeader/Filer/BusinessNameControlTxt0ELIZ
ReturnHeader/Filer/EIN0356353200
ReturnHeader/Filer/PhoneNum07657471500
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 EAST JACKSON STREET
ReturnHeader/Filer/USAddress/CityNm0MUNCIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047305
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02024-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CASSE TATE
ReturnHeader/ReturnTs02024-05-09T09:36:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JONES
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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