Civic Intelligence

Gerald L Ford Irrevocable Trust

990PF • Fiscal year 2021 • EIN 45-6504239

Sep 01, 2020 to Aug 31, 2021 • Filed on Nov 09, 2021

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

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

67th percentile

26%

Higher net margin than 67% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

63rd percentile

$10,311

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 15.9% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

39th percentile

2.5%

Faster asset growth than 39% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

86th percentile

127%

Faster revenue growth than 86% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$678,590

Up $16,560 (+2.5%) from 2020

Net Assets

Up

$678,590

Up $16,560 (+2.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin67th percentile

Revenue

Up

$64,676

Up $36,233 (+127%) from 2020

Expenses

Up

$48,119

Up $1,240 (+2.6%) from 2020

Net Income

Up

$16,557

Up $34,993 (+190%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2021

Assets$678,590
Liabilities$0
Net Assets$678,590
Open 2021 Filing

Operations Trend

Revenue Growth86th 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

2021

Revenue$64,676
Expenses$48,119
Net Income$16,557
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Nov 9, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$10,311-$10,311
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-DONATION-INDIANAPOLIS, IN, US$9,249
Paid Grant-DONATION-KANSAS CITY, MO, US$9,249
Paid Grant-DONATION-CINCINNATI, OH, US$9,249
Paid Grant-DONATION-WILMINGTON, OH, US$4,625
Paid Grant-DONATION-WILMINGTON, OH, US$4,624
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
2021-11-09

Preparer

Firm
Wagenseller Foley Hollingsworth & Co
Address
101 N SOUTH ST, WILMINGTON, OH 45177-1646
Preparer
Patricia a Herron CPA
Phone
9373825549
Raw XML Appendix257 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt048 N SOUTH STREET
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0GERALD L. FORD ESTABLISHED A REVOCABLE LIVING TRUST DATED 06/22/2009. UPON HIS DEATH, THE TRUST BECAME IRREVOCABLE AND THE DOCUMENT APPOINTED PEOPLES BANK AS SUCCESSOR TRUSTEE. THE DOCUMENT STATES THAT ALL NET INCOME (ANNUAL ACCUMULATION OF INTEREST, LESS EXPENSES AND TAXES) SHOULD BE PAID OUT ANNUALLY TO THE FOLLOWING: 10% AMERICAN LEGION POST 49, WILMINGTON, OH 10% VETERANS OF FOREIGN WARS, POST 6710, WIL, OH 20% AMERICAN LEGION NATIONAL HEADQUARTERS, INDIANAPOLIS, IN 20% VETERANS OF FOREIGN WARS OF THE UNITED STATES HEADQUARTERS (VFW FOUNDATION), KANSAS CITY, MO 20% DISABLED AMERICAN VETERANS NATIONAL HEADQUARTERS, CINCINNATI, OH 20% TO BE REINVESTED BACK INTO PRINCIPAL OF THE TRUST CORPUS
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0400
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt036996
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt040228
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt07220
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt07220
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt037396
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt07220
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt039828
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt036996
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0WASH SALE ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/Amt1187
TaxesSchedule/TaxesDetail/CategoryTxt0FILING FEES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0200
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PEOPLES BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09373821441
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
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/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/PreparationDt02021-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA A HERRON CPA
ReturnHeader/ReturnTs02021-11-19T16:32:30-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAURA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MEADOWS
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$678,590
Liabilities
$0
Net assets
$678,590
Revenue
$64,676
Expenses
$48,119
Net income
$16,557
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