Civic Intelligence

Ralph L Owen Trust

990PF • Fiscal year 2019 • EIN 38-6121838

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 17, 2020

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

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

11th percentile

-48%

Higher net margin than 11% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

81st percentile

$4,000

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 70.4% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

36th percentile

-4.0%

Faster asset growth than 36% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

74th percentile

21%

Faster revenue growth than 74% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$66,450

Down $2,791 (-4.0%) from 2018

Net Assets

Down

$66,450

Down $2,791 (-4.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin11th percentile

Revenue

Up

$5,679

Up $970 (+21%) from 2018

Expenses

Up

$8,423

Up $61 (+0.7%) from 2018

Net Income

Up

-$2,744

Up $909 (+25%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2019

Assets$66,450
Liabilities$0
Net Assets$66,450
Open 2019 Filing

Operations Trend

Revenue Growth74th 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

2019

Revenue$5,679
Expenses$8,423
Net Income-$2,744
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 17, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKTrustee-$4,000-$4,000
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
2020-04-17
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 Appendix355 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/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 1558 DEPT EA5W86
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/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/Amt03380
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/TotalGrantOrContriPdDurYrAmt03380
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/AppliedToCurrentYearAmt03780
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0500
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05817
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
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/QualifyingDistributionsAmt04280
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02037
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0500
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0148
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02019 INCOME POSTED IN 2020
OtherIncreasesSchedule/OtherIncreasesDetail/Amt098
OtherIncreasesSchedule/OtherIncreasesDetail/Amt13
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02018 INCOME POSTED IN 2019
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ROUNDING
TaxesSchedule/TaxesDetail/Amt022
TaxesSchedule/TaxesDetail/Amt115
TaxesSchedule/TaxesDetail/Amt26
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt115
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HUNTINGTON NATIONAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08103427089
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-17
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/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/PreparationDt02020-04-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOAK A PFAFF
ReturnHeader/ReturnTs02020-05-26T07:00:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,450
Liabilities
$0
Net assets
$66,450
Revenue
$5,679
Expenses
$8,423
Net income
-$2,744
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
2019Detailed filing. Detailed filing data is available for this year.$66.5$0.00$66.5$5.68$8.42$2.74
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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