Civic Intelligence

Grace I Kleinpell Trust

990PF • Fiscal year 2017 • EIN 38-6122631

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 11, 2017

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

(810) 342-7089

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

50th percentile

$25,334

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 55.7% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

45th percentile

1.3%

Faster asset growth than 45% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

13th percentile

-21%

Faster revenue growth than 13% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,430,353

Up $18,825 (+1.3%) from 2016

Net Assets

$1,430,353

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin86th percentile

Revenue

Down

$45,446

Down $12,446 (-21%) from 2016

Expenses

Down

$26,995

Down $84,761 (-76%) from 2016

Net Income

Up

$18,451

Up $72,315 (+134%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,599,116Liabilities 2012: $02012Assets 2013: $1,564,094Liabilities 2013: $02013Assets 2014: $1,601,540Liabilities 2014: $02014Assets 2015: $1,464,963Liabilities 2015: $02015Assets 2016: $1,411,528Liabilities 2016: $02016Assets 2017: $1,430,353Liabilities 2017: $0Net Assets 2017: $1,430,3532017Assets 2018: $1,334,145Liabilities 2018: $0Net Assets 2018: $1,334,1452018Assets 2019: $1,262,755Liabilities 2019: $0Net Assets 2019: $1,262,7552019Assets 2020: $1,224,790Liabilities 2020: $1Net Assets 2020: $1,224,7902020Assets 2021: $1,286,635Liabilities 2021: $1Net Assets 2021: $1,286,6352021Assets 2022: $1,289,546Liabilities 2022: $1Net Assets 2022: $1,289,5462022Assets 2023: $1,294,602Liabilities 2023: $1Net Assets 2023: $1,294,6022023Assets 2024: $1,325,146Liabilities 2024: $1Net Assets 2024: $1,325,1462024Assets 2025: $1,303,355Liabilities 2025: $0Net Assets 2025: $1,303,3552025

Highlighted filing

2017

Assets$1,430,353
Liabilities$0
Net Assets$1,430,353
Open 2017 Filing

Operations Trend

Revenue Growth13th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2012: $110,222Expenses 2012: $128,071Net Income 2012: -$17,8492012Revenue 2013: $87,430Expenses 2013: $123,625Net Income 2013: -$36,1952013Revenue 2014: $62,076Expenses 2014: $26,515Net Income 2014: $35,5612014Revenue 2015: $94,170Expenses 2015: $231,354Net Income 2015: -$137,1842015Revenue 2016: $57,892Expenses 2016: $111,756Net Income 2016: -$53,8642016Revenue 2017: $45,446Expenses 2017: $26,995Net Income 2017: $18,4512017Revenue 2018: $115,819Expenses 2018: $212,362Net Income 2018: -$96,5432018Revenue 2019: $48,772Expenses 2019: $120,517Net Income 2019: -$71,7452019Revenue 2020: $61,047Expenses 2020: $107,248Net Income 2020: -$46,2012020Revenue 2021: $187,123Expenses 2021: $124,397Net Income 2021: $62,7262021Revenue 2022: $141,440Expenses 2022: $134,481Net Income 2022: $6,9592022Revenue 2023: $122,134Expenses 2023: $116,976Net Income 2023: $5,1582023Revenue 2024: $151,140Expenses 2024: $121,049Net Income 2024: $30,0912024Revenue 2025: $110,056Expenses 2025: $129,686Net Income 2025: -$19,6302025

Highlighted filing

2017

Revenue$45,446
Expenses$26,995
Net Income$18,451
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 11, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$25,334-$25,334
Filing and Contact Details

Filer

Filer Name
Grace I Kleinpell Trust
EIN
38-6122631
Phone
8103427089
Address
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216-1558

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
8103427089
Signed
2017-10-11
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 Appendix349 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/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/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
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/AppliedToCurrentYearAmt02533
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt093173
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01054
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01054
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01054
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02533
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01054
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt089586
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt11
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MINERAL RIGHTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1ROYALTY INTERESTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt17856
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Rent and Royalty Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0391
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02499
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Royalty Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02499
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02499
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0375
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0DEPLETION ON OIL/GAS INCOME
TaxesSchedule/TaxesDetail/Amt017
TaxesSchedule/TaxesDetail/Amt1728
TaxesSchedule/TaxesDetail/Amt2105
TaxesSchedule/TaxesDetail/Amt345
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/NetInvestmentIncomeAmt2105
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt345
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HUNTINGTON NATIONAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08103427089
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GRACE I KLEINPELL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0KLEI
ReturnHeader/Filer/EIN0386122631
ReturnHeader/Filer/PhoneNum08103427089
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1558 DEPT EA5W86
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0432161558
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07F0D298A0E3AF061EF67938DF996C648A49ED6EB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A9869017DA64AC2954DD23F8952F54ABA0CDD056
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.103.109.70
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/PreparationDt02017-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH B HULL
ReturnHeader/ReturnTs02017-10-27T11:00:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,430,353
Liabilities
$0
Net assets
$1,430,353
Revenue
$45,446
Expenses
$26,995
Net income
$18,451
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.11$0.13$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.15$0.12$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.12$0.12$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.14$0.13$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.19$0.12$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.06$0.11$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.05$0.12$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.12$0.21$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.05$0.03$0.02
2016Summary only. Only limited summary data is available for this year.$1.41$0.00$0.06$0.11$0.05
2015Summary only. Only limited summary data is available for this year.$1.46$0.00$0.09$0.23$0.14
2014Summary only. Only limited summary data is available for this year.$1.60$0.00$0.06$0.03$0.04
2013Summary only. Only limited summary data is available for this year.$1.56$0.00$0.09$0.12$0.04
2012Summary only. Only limited summary data is available for this year.$1.60$0.00$0.11$0.13$0.02