Civic Intelligence

Loretta C Dalton Charitable Trust

990PF • Fiscal year 2017 • EIN 39-6803432

Jun 01, 2016 to May 31, 2017 • Filed on Apr 08, 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.

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

5th percentile

-133%

Higher net margin than 5% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

30th percentile

-7.3%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

99th percentile

920%

Faster revenue growth than 99% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$483,960

Down $38,288 (-7.3%) from 2016

Net Assets

$483,960

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin5th percentile

Revenue

Up

$29,175

Up $26,315 (+920%) from 2016

Expenses

Up

$68,052

Up $23,893 (+54%) from 2016

Net Income

Up

-$38,877

Up $2,422 (+5.9%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2017

Assets$483,960
Liabilities$0
Net Assets$483,960
Open 2017 Filing

Operations Trend

Revenue Growth99th 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

2017

Revenue$29,175
Expenses$68,052
Net Income-$38,877
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Apr 8, 2018
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
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
2018-04-08
Discuss with paid preparer
Yes

Preparer

Firm
Naragon & Purdy Inc Cpas
Address
PO BOX 125, NORTH MANCHESTER, IN 46962-0125
Preparer
Daniel P Naragon CPA
Phone
2609829500
Raw XML Appendix274 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2PER WF TW (LONG)
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt026138
OtherIncreasesSchedule/OtherIncreasesDetail/Amt057
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1532
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02016 WASH SALE ADJ
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1UNIDENTIFIED
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07546
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1693
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt21241
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0WELLS FARGO FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1WEALTH MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2WEALTH MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0755
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt1277
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt2496
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06791
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1416
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt2745
TaxesSchedule/TaxesDetail/Amt07
TaxesSchedule/TaxesDetail/Amt1203
TaxesSchedule/TaxesDetail/CategoryTxt0990PF TAX PAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt1990PF ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0203
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST FINANCIAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02609823808
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-08
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
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046962
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D905699DCB52F0CAAA2190EC18C046AA8D817CBF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09468FCA2D92F97C55C45230B6E9BA66A13EA151D
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/PreparationDt02018-04-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL P NARAGON CPA
ReturnHeader/ReturnTs02018-04-08T18:01:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
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
$483,960
Liabilities
$0
Net assets
$483,960
Revenue
$29,175
Expenses
$68,052
Net income
-$38,877
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