Civic Intelligence

Gerald L Ford Irrevocable Trust

990PF • Fiscal year 2018 • EIN 45-6504239

Sep 01, 2017 to Aug 31, 2018 • Filed on Oct 03, 2018

Organization Profile
48 N South StreetWilmington, OH 45177

(937) 382-1441

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

18th percentile

-16%

Higher net margin than 18% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

61st percentile

$9,766

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 20.3% of source-year revenue.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

40th percentile

-1.1%

Faster asset growth than 40% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

93rd percentile

110%

Faster revenue growth than 93% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$684,958

Down $7,857 (-1.1%) from 2017

Net Assets

Down

$684,958

Down $7,857 (-1.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin18th percentile

Revenue

Up

$48,072

Up $25,150 (+110%) from 2017

Expenses

Up

$55,929

Up $16,990 (+44%) from 2017

Net Income

Up

-$7,857

Up $8,160 (+51%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$1.0M$500K$0Assets 2013: $827,328Liabilities 2013: $02013Assets 2014: $786,105Liabilities 2014: $02014Assets 2015: $756,456Liabilities 2015: $02015Assets 2016: $708,832Liabilities 2016: $02016Assets 2017: $692,815Liabilities 2017: $0Net Assets 2017: $692,8152017Assets 2018: $684,958Liabilities 2018: $0Net Assets 2018: $684,9582018Assets 2019: $680,265Liabilities 2019: $0Net Assets 2019: $680,2652019Assets 2020: $662,030Liabilities 2020: $0Net Assets 2020: $662,0302020Assets 2021: $678,590Liabilities 2021: $0Net Assets 2021: $678,5902021Assets 2022: $661,642Liabilities 2022: $0Net Assets 2022: $661,6422022Assets 2023: $610,815Liabilities 2023: $0Net Assets 2023: $610,8152023Assets 2024: $618,870Liabilities 2024: $0Net Assets 2024: $618,8702024

Highlighted filing

2018

Assets$684,958
Liabilities$0
Net Assets$684,958
Open 2018 Filing

Operations Trend

Revenue Growth93rd percentile

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

$100K$50K$0-$50KRevenue 2013: $116Expenses 2013: $44,001Net Income 2013: -$43,8852013Revenue 2014: $7,658Expenses 2014: $48,881Net Income 2014: -$41,2232014Revenue 2015: $21,811Expenses 2015: $51,460Net Income 2015: -$29,6492015Revenue 2016: $755Expenses 2016: $48,379Net Income 2016: -$47,6242016Revenue 2017: $22,922Expenses 2017: $38,939Net Income 2017: -$16,0172017Revenue 2018: $48,072Expenses 2018: $55,929Net Income 2018: -$7,8572018Revenue 2019: $36,074Expenses 2019: $40,767Net Income 2019: -$4,6932019Revenue 2020: $28,443Expenses 2020: $46,879Net Income 2020: -$18,4362020Revenue 2021: $64,676Expenses 2021: $48,119Net Income 2021: $16,5572021Revenue 2022: $33,643Expenses 2022: $50,647Net Income 2022: -$17,0042022Revenue 2023: $25,729Expenses 2023: $58,581Net Income 2023: -$32,8522023Revenue 2024: $49,007Expenses 2024: $40,732Net Income 2024: $8,2752024

Highlighted filing

2018

Revenue$48,072
Expenses$55,929
Net Income-$7,857
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Oct 3, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$9,766-$9,766
Filing and Contact Details

Filer

Filer Name
Gerald L Ford Irrevocable Trust
EIN
45-6504239
Phone
9373821441
Address
48 N SOUTH STREET, WILMINGTON, OH 45177

Signing Officer

Name
Peoples Bank
Title
Trustee
Phone
9373821441
Signed
2018-10-03

Preparer

Firm
Wagenseller Foley Hollingsworth & Co
Address
101 N SOUTH ST, WILMINGTON, OH 45177-1646
Preparer
Patricia a Herron CPA
Phone
9373825549
Raw XML Appendix285 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3KANSAS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045177
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd145177
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd246206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd364111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd445250
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt043225
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/AppliedToCurrentYearAmt07620
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt036005
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt038272
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt07220
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt07220
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt043625
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt07220
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt030652
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt036005
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/Amt12313
TaxesSchedule/TaxesDetail/CategoryTxt0FILING FEES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0200
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PEOPLES BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09373821441
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GERALD L FORD IRREVOCABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GERA
ReturnHeader/Filer/EIN0456504239
ReturnHeader/Filer/PhoneNum09373821441
ReturnHeader/Filer/USAddress/AddressLine1Txt048 N SOUTH STREET
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045177
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DBEADA8E4E9D2995A816ADE270059363E00FB124
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03FA6B1F2686BB45C3826A88A5968E42EF562B40E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-10-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:56:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311051148
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WAGENSELLER FOLEY HOLLINGSWORTH & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 N SOUTH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0451771646
ReturnHeader/PreparerPersonGrp/PhoneNum09373825549
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA A HERRON CPA
ReturnHeader/ReturnTs02018-10-29T12:56:24-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$684,958
Liabilities
$0
Net assets
$684,958
Revenue
$48,072
Expenses
$55,929
Net income
-$7,857
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.49$0.41$0.08
2023Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$0.26$0.59$0.33
2022Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$0.34$0.51$0.17
2021Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$0.65$0.48$0.17
2020Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$0.28$0.47$0.18
2019Detailed filing. Detailed filing data is available for this year.$6.80$0.00$6.80$0.36$0.41$0.05
2018Detailed filing. Detailed filing data is available for this year.$6.85$0.00$6.85$0.48$0.56$0.08
2017Detailed filing. Detailed filing data is available for this year.$6.93$0.00$6.93$0.23$0.39$0.16
2016Summary only. Only limited summary data is available for this year.$7.09$0.00$0.01$0.48$0.48
2015Summary only. Only limited summary data is available for this year.$7.56$0.00$0.22$0.51$0.30
2014Summary only. Only limited summary data is available for this year.$7.86$0.00$0.08$0.49$0.41
2013Summary only. Only limited summary data is available for this year.$8.27$0.00$0.00$0.44$0.44