Civic Intelligence

Loretta C Dalton Charitable Trust

990PF • Fiscal year 2018 • EIN 39-6803432

Jun 01, 2017 to May 31, 2018 • Filed on Oct 03, 2018

Organization Profile
106 N Market StNorth Manchester, IN 46962

(260) 982-3808

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

1st percentile

-7454%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

80th percentile

$3,323

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 53.2% of source-year revenue.

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

Asset Growth

2nd percentile

-96%

Faster asset growth than 2% of similar nonprofits.

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

Revenue Growth

5th percentile

-79%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$18,761

Down $465,199 (-96%) from 2017

Net Assets

Down

$18,761

Down $465,199 (-96%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

Down

$6,243

Down $22,932 (-79%) from 2017

Expenses

Up

$471,619

Up $403,567 (+593%) from 2017

Net Income

Down

-$465,376

Down $426,499 (-1097%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$600K$400K$200K$0Assets 2015: $565,044Liabilities 2015: $02015Assets 2016: $522,248Liabilities 2016: $02016Assets 2017: $483,960Liabilities 2017: $0Net Assets 2017: $483,9602017Assets 2018: $18,761Liabilities 2018: $0Net Assets 2018: $18,7612018

Highlighted filing

2018

Assets$18,761
Liabilities$0
Net Assets$18,761
Open 2018 Filing

Operations Trend

Revenue Growth5th percentile

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

$500K$0-$500KRevenue 2015: $19,089Expenses 2015: $44,572Net Income 2015: -$25,4832015Revenue 2016: $2,860Expenses 2016: $44,159Net Income 2016: -$41,2992016Revenue 2017: $29,175Expenses 2017: $68,052Net Income 2017: -$38,8772017Revenue 2018: $6,243Expenses 2018: $471,619Net Income 2018: -$465,3762018

Highlighted filing

2018

Revenue$6,243
Expenses$471,619
Net Income-$465,376
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Oct 3, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,323-$3,323
Filing and Contact Details

Filer

Filer Name
Loretta C Dalton Charitable Trust
EIN
39-6803432
Phone
2609823808
Address
106 N MARKET ST, NORTH MANCHESTER, IN 46962

Signing Officer

Name
First Financial Bank
Title
Trustee
Phone
2609823808
Signed
2018-10-03

Preparer

Firm
Naragon & Purdy Inc Cpas
Address
PO BOX 125, NORTH MANCHESTER, IN 46962-0125
Preparer
Daniel P Naragon CPA
Phone
2609829500
Raw XML Appendix229 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/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0467950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.267254
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0467923
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST CHARLES CATHOLIC CHURCH
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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OtherIncreasesSchedule/OtherIncreasesDetail/Amt0177
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0P/Y TRX POSTED C/Y
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/CategoryTxt0990PF TAX PAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt1990PF ESTIMATED TAX PAYMENTS
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST FINANCIAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02609823808
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LORETTA C DALTON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LORE
ReturnHeader/Filer/EIN0396803432
ReturnHeader/Filer/PhoneNum02609823808
ReturnHeader/Filer/USAddress/AddressLine1Txt0106 N MARKET ST
ReturnHeader/Filer/USAddress/CityNm0NORTH MANCHESTER
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.16.131.87
ReturnHeader/FilingSecurityInformation/IPDt02018-10-03
ReturnHeader/FilingSecurityInformation/IPTm021:22:18
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352068119
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NARAGON & PURDY INC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 125
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH MANCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0469620125
ReturnHeader/PreparerPersonGrp/PhoneNum02609829500
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL P NARAGON CPA
ReturnHeader/ReturnTs02018-10-03T20:25:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

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
$18,761
Liabilities
$0
Net assets
$18,761
Revenue
$6,243
Expenses
$471,619
Net income
-$465,376
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.06$4.72$4.65
2017Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.29$0.68$0.39
2016Summary only. Only limited summary data is available for this year.$5.22$0.00$0.03$0.44$0.41
2015Summary only. Only limited summary data is available for this year.$5.65$0.00$0.19$0.45$0.25