Civic Intelligence

Ralph L Owen Trust

990PF • Fiscal year 2018 • EIN 38-6121838

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 28, 2019

Organization Profile
PO Box 1558 Dept Ea5w86Columbus, OH 43216

(810) 342-7089

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

7th percentile

-78%

Higher net margin than 7% of similar nonprofits.

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

Top Officer Pay

80th percentile

$3,167

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 67.3% of source-year revenue.

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

Asset Growth

35th percentile

-5.0%

Faster asset growth than 35% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

19th percentile

-27%

Faster revenue growth than 19% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$69,241

Down $3,664 (-5.0%) from 2017

Net Assets

Down

$69,241

Down $3,664 (-5.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin7th percentile

Revenue

Down

$4,709

Down $1,706 (-27%) from 2017

Expenses

Down

$8,362

Down $1,046 (-11%) from 2017

Net Income

Down

-$3,653

Down $660 (-22%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$100K$50K$0Assets 2011: $91,278Liabilities 2011: $02011Assets 2012: $86,169Liabilities 2012: $02012Assets 2013: $86,735Liabilities 2013: $02013Assets 2014: $83,150Liabilities 2014: $02014Assets 2015: $78,994Liabilities 2015: $02015Assets 2016: $75,959Liabilities 2016: $0Net Assets 2016: $75,9592016Assets 2017: $72,905Liabilities 2017: $0Net Assets 2017: $72,9052017Assets 2018: $69,241Liabilities 2018: $0Net Assets 2018: $69,2412018Assets 2019: $66,450Liabilities 2019: $0Net Assets 2019: $66,4502019Assets 2020: $63,008Liabilities 2020: $0Net Assets 2020: $63,0082020Assets 2021: $62,555Liabilities 2021: $0Net Assets 2021: $62,5552021Assets 2022: $60,377Liabilities 2022: $0Net Assets 2022: $60,3772022Assets 2023: $55,853Liabilities 2023: $0Net Assets 2023: $55,8532023Assets 2024: $60,332Liabilities 2024: $0Net Assets 2024: $60,3322024

Highlighted filing

2018

Assets$69,241
Liabilities$0
Net Assets$69,241
Open 2018 Filing

Operations Trend

Revenue Growth19th percentile

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

$15K$10K$5.0K$0-$5.0K-$10KRevenue 2011: $4,208Expenses 2011: $8,974Net Income 2011: -$4,7662011Revenue 2012: $4,264Expenses 2012: $9,416Net Income 2012: -$5,1522012Revenue 2013: $4,704Expenses 2013: $4,129Net Income 2013: $5752013Revenue 2014: $9,108Expenses 2014: $12,693Net Income 2014: -$3,5852014Revenue 2015: $5,812Expenses 2015: $9,972Net Income 2015: -$4,1602015Revenue 2016: $6,040Expenses 2016: $9,136Net Income 2016: -$3,0962016Revenue 2017: $6,415Expenses 2017: $9,408Net Income 2017: -$2,9932017Revenue 2018: $4,709Expenses 2018: $8,362Net Income 2018: -$3,6532018Revenue 2019: $5,679Expenses 2019: $8,423Net Income 2019: -$2,7442019Revenue 2020: $6,407Expenses 2020: $9,910Net Income 2020: -$3,5032020Revenue 2021: $9,757Expenses 2021: $10,176Net Income 2021: -$4192021Revenue 2022: $7,266Expenses 2022: $9,478Net Income 2022: -$2,2122022Revenue 2023: $4,553Expenses 2023: $9,057Net Income 2023: -$4,5042023Revenue 2024: $14,044Expenses 2024: $9,551Net Income 2024: $4,4932024

Highlighted filing

2018

Revenue$4,709
Expenses$8,362
Net Income-$3,653
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 28, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKTrustee-$3,167-$3,167
Filing and Contact Details

Filer

Filer Name
Ralph L Owen Trust
EIN
38-6121838
Phone
8103427089
Address
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
8103427089
Signed
2019-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Doak a Pfaff
Phone
6142327288
Raw XML Appendix342 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/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0HUNTINGTON NATIONAL BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum08103427089
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/Amt04070
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT OF HILLSDALE PER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CITY OF HILLSDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ATTN CITY MANAGER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HILLSDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049242
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04070
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/AppliedToCurrentYearAmt04912
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06037
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0625
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt058
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt044
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0460
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt063
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0625
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04912
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0625
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt098
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02018 INCOME POSTED IN 2019
OtherIncreasesSchedule/OtherIncreasesDetail/Amt087
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02017 INCOME POSTED IN 2018
TaxesSchedule/TaxesDetail/Amt04
TaxesSchedule/TaxesDetail/Amt132
TaxesSchedule/TaxesDetail/Amt228
TaxesSchedule/TaxesDetail/Amt311
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt228
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt311
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HUNTINGTON NATIONAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08103427089
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RALPH L OWEN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0OWEN
ReturnHeader/Filer/EIN0386121838
ReturnHeader/Filer/PhoneNum08103427089
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1558 DEPT EA5W86
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043216
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A484E61EA0B8BEB8A95289A8C1A2EDB51EBCD35A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId076FA02723459728514F03AC8FB471EF59C421283
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.191.122.67
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/PhoneNum06142327288
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOAK A PFAFF
ReturnHeader/ReturnTs02019-05-06T23:00:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$69,241
Liabilities
$0
Net assets
$69,241
Revenue
$4,709
Expenses
$8,362
Net income
-$3,653
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$60.3$0.00$60.3$14.0$9.55$4.49
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.9$0.00$55.9$4.55$9.06$4.50
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.4$0.00$60.4$7.27$9.48$2.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.6$0.00$62.6$9.76$10.2$0.42
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.0$0.00$63.0$6.41$9.91$3.50
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$66.5$0.00$66.5$5.68$8.42$2.74
2018Detailed filing. Detailed filing data is available for this year.$69.2$0.00$69.2$4.71$8.36$3.65
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$72.9$0.00$72.9$6.42$9.41$2.99
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$76.0$0.00$76.0$6.04$9.14$3.10
2015Summary only. Only limited summary data is available for this year.$79.0$0.00$5.81$9.97$4.16
2014Summary only. Only limited summary data is available for this year.$83.2$0.00$9.11$12.7$3.59
2013Summary only. Only limited summary data is available for this year.$86.7$0.00$4.70$4.13$0.58
2012Summary only. Only limited summary data is available for this year.$86.2$0.00$4.26$9.42$5.15
2011Summary only. Only limited summary data is available for this year.$91.3$0.00$4.21$8.97$4.77