Civic Intelligence

W S Ballenger Tr UW 1427 FBO Piney Woods County Life School

990PF • Fiscal year 2017 • EIN 38-6041198

Aug 01, 2016 to Jul 31, 2017 • Filed on Dec 11, 2017

Organization Profile
PO Box 1558 Dept Ea5w86Columbus, OH 43216-1558

(248) 430-1262

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.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

11th percentile

-41%

Higher net margin than 11% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

80th percentile

$3,060

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 63.5% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

36th percentile

-3.9%

Faster asset growth than 36% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

48%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$48,258

Down $1,963 (-3.9%) from 2016

Net Assets

Down

$48,258

Down $1,963 (-3.9%) from 2016

Liabilities

Down

$0

Down $1 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin11th percentile

Revenue

Up

$4,821

Up $1,573 (+48%) from 2016

Expenses

Up

$6,784

Up $124 (+1.9%) from 2016

Net Income

Up

-$1,963

Up $1,449 (+42%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$60K$40K$20K$0Assets 2012: $57,067Liabilities 2012: $02012Assets 2013: $54,727Liabilities 2013: $02013Assets 2014: $55,579Liabilities 2014: $02014Assets 2015: $53,633Liabilities 2015: $02015Assets 2016: $50,221Liabilities 2016: $1Net Assets 2016: $50,2212016Assets 2017: $48,258Liabilities 2017: $0Net Assets 2017: $48,2582017Assets 2018: $47,118Liabilities 2018: $0Net Assets 2018: $47,1182018Assets 2020: $41,118Liabilities 2020: $1Net Assets 2020: $41,1182020Assets 2021: $37,727Liabilities 2021: $12021Assets 2022: $38,477Liabilities 2022: $1Net Assets 2022: $38,4772022Assets 2023: $36,721Liabilities 2023: $12023

Highlighted filing

2017

Assets$48,258
Liabilities$0
Net Assets$48,258
Open 2017 Filing

Operations Trend

Revenue Growth85th percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2012: $2,567Expenses 2012: $6,049Net Income 2012: -$3,4822012Revenue 2013: $3,127Expenses 2013: $5,476Net Income 2013: -$2,3492013Revenue 2014: $5,829Expenses 2014: $5,030Net Income 2014: $7992014Revenue 2015: $3,855Expenses 2015: $5,799Net Income 2015: -$1,9442015Revenue 2016: $3,248Expenses 2016: $6,660Net Income 2016: -$3,4122016Revenue 2017: $4,821Expenses 2017: $6,784Net Income 2017: -$1,9632017Revenue 2018: $4,699Expenses 2018: $5,840Net Income 2018: -$1,1412018Revenue 2020: $5,184Expenses 2020: $5,022Net Income 2020: $1622020Revenue 2021: $8,893Expenses 2021: $12,283Net Income 2021: -$3,3902021Revenue 2022: $6,179Expenses 2022: $5,393Net Income 2022: $7862022Revenue 2023: $3,507Expenses 2023: $5,261Net Income 2023: -$1,7542023

Highlighted filing

2017

Revenue$4,821
Expenses$6,784
Net Income-$1,963
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Dec 11, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,060-$3,060
Filing and Contact Details

Filer

Filer Name
W S Ballenger Trust
EIN
38-6041198
Phone
2484301262
Address
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216-1558

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
2484301262
Signed
2017-12-11
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Joseph B Hull
Phone
6142327290
Raw XML Appendix339 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/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 1558 DEPT EA4E86
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0COLUMBUS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd043216
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0HUNTINGTON NATIONAL BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum02484301262
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03717
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT OF PINEY WOODS PER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PINEY WOODS COUNTRY LIFE SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ATTN JOHN MAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PINEY WOODS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd039148
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03717
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/AppliedToCurrentYearAmt03880
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03880
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0532
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt036
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt026
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt026
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0711
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0143
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0532
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt036
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04023
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0143
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0737
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0594
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt05
TaxesSchedule/TaxesDetail/Amt12
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HUNTINGTON NATIONAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02484301262
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0W S BALLENGER TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BALL
ReturnHeader/Filer/EIN0386041198
ReturnHeader/Filer/PhoneNum02484301262
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1558 DEPT EA5W86
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0432161558
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E185E29291EDAE52AF8F50C8CB83E1907A9E72B0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00E13C900825142D400F30979C1AEAB3D7E3F6429
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.168.85.1
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 YARD STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRANDVIEW HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043212
ReturnHeader/PreparerPersonGrp/PhoneNum06142327290
ReturnHeader/PreparerPersonGrp/PreparationDt02017-12-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH B HULL
ReturnHeader/ReturnTs02017-12-11T09:00:19-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,258
Liabilities
$0
Net assets
$48,258
Revenue
$4,821
Expenses
$6,784
Net income
-$1,963
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.7$0.00$3.51$5.26$1.75
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.5$0.00$38.5$6.18$5.39$0.79
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.7$0.00$8.89$12.3$3.39
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.1$0.00$41.1$5.18$5.02$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.1$0.00$47.1$4.70$5.84$1.14
2017Detailed filing. Detailed filing data is available for this year.$48.3$0.00$48.3$4.82$6.78$1.96
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.2$0.00$50.2$3.25$6.66$3.41
2015Summary only. Only limited summary data is available for this year.$53.6$0.00$3.86$5.80$1.94
2014Summary only. Only limited summary data is available for this year.$55.6$0.00$5.83$5.03$0.80
2013Summary only. Only limited summary data is available for this year.$54.7$0.00$3.13$5.48$2.35
2012Summary only. Only limited summary data is available for this year.$57.1$0.00$2.57$6.05$3.48
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • <$500k nonprofits