Civic Intelligence

Margaret D Rowley Trust

990PF • Fiscal year 2018 • EIN 45-6560656

Jan 01, 2018 to Dec 31, 2018 • Filed on May 04, 2019

Organization Profile
1111 Rush AvenueBellefontaine, OH 43311

(419) 222-2001

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$578,734

Flat from 2018

Net Assets

Flat

$578,734

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$34,006

Flat from 2018

Expenses

Flat

$24,975

Flat from 2018

Net Income

Flat

$9,031

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2013: $577,478Liabilities 2013: $02013Assets 2014: $592,154Liabilities 2014: $02014Assets 2015: $573,204Liabilities 2015: $0Net Assets 2015: $573,2042015Assets 2016: $572,931Liabilities 2016: $0Net Assets 2016: $572,9312016Assets 2017: $626,795Liabilities 2017: $0Net Assets 2017: $626,7952017Assets 2018: $578,734Liabilities 2018: $0Net Assets 2018: $578,7342018Assets 2018: $578,734Liabilities 2018: $0Net Assets 2018: $578,7342018Assets 2019: $659,008Liabilities 2019: $0Net Assets 2019: $659,0082019Assets 2020: $710,763Liabilities 2020: $0Net Assets 2020: $710,7632020Assets 2021: $763,285Liabilities 2021: $0Net Assets 2021: $763,2852021Assets 2022: $593,258Liabilities 2022: $0Net Assets 2022: $593,2582022Assets 2023: $667,766Liabilities 2023: $0Net Assets 2023: $667,7662023Assets 2024: $728,067Liabilities 2024: $0Net Assets 2024: $728,0672024

Highlighted filing

2018

Assets$578,734
Liabilities$0
Net Assets$578,734
Open 2018 Filing

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2013: $52,638Expenses 2013: $586Net Income 2013: $52,0522013Revenue 2014: $25,552Expenses 2014: $40,075Net Income 2014: -$14,5232014Revenue 2015: $27,992Expenses 2015: $23,900Net Income 2015: $4,0922015Revenue 2016: $21,105Expenses 2016: $22,925Net Income 2016: -$1,8202016Revenue 2017: $26,693Expenses 2017: $14,550Net Income 2017: $12,1432017Revenue 2018: $34,006Expenses 2018: $24,975Net Income 2018: $9,0312018Revenue 2018: $34,006Expenses 2018: $24,975Net Income 2018: $9,0312018Revenue 2019: $31,066Expenses 2019: $28,005Net Income 2019: $3,0612019Revenue 2020: $21,144Expenses 2020: $26,135Net Income 2020: -$4,9912020Revenue 2021: $34,954Expenses 2021: $17,855Net Income 2021: $17,0992021Revenue 2022: $26,021Expenses 2022: $29,700Net Income 2022: -$3,6792022Revenue 2023: $23,098Expenses 2023: $23,735Net Income 2023: -$6372023Revenue 2024: $44,374Expenses 2024: $17,275Net Income 2024: $27,0992024

Highlighted filing

2018

Revenue$34,006
Expenses$24,975
Net Income$9,031
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 4, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT B MACDONALD JRTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Margaret D Rowley Trust
EIN
45-6560656
Address
1111 RUSH AVENUE, BELLEFONTAINE, OH 43311

Signing Officer

Name
Robert B Macdonald Jr
Title
Trustee
Phone
9375936065
Signed
2019-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Sielschott Walsh Keifer Regula & Sherer
Address
711 DEAN AVE, LIMA, OH 45804-3210
Preparer
Jared T Walsh CPA
Phone
4192222001
Raw XML Appendix223 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/MethodOfAccountingCashInd0X
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PURSUANT TO THE DIRECTIVE OF THE TRUST GRANTOR, THIS CHARI P TRUST ANNUALLY MAKES EDUCATIONAL SCHOLARSHIPS TO NEEDY A H SCHOOL GRADUATES OF INDIAN LAKE HIGH SCHOOL, INDIAN LAKE OLARSHIP DOES NOT DISCRIMINATE BASED ON GENDER, RACE, ETHN CONOMIC BACKGROUND.
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MARGARET ROWLEY SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09375936065
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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ReturnHeader/Filer/EIN0456560656
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ReturnHeader/FilingSecurityInformation/IPTm007:00:01
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0711 DEAN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LIMA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0458043210
ReturnHeader/PreparerPersonGrp/PhoneNum04192222001
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JARED T WALSH CPA
ReturnHeader/ReturnTs02019-05-06T07:00:01-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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
$578,734
Liabilities
$0
Net assets
$578,734
Revenue
$34,006
Expenses
$24,975
Net income
$9,031
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.28$0.44$0.17$0.27
2023Detailed filing. Detailed filing data is available for this year.$6.68$0.00$6.68$0.23$0.24$0.01
2022Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.26$0.30$0.04
2021Detailed filing. Detailed filing data is available for this year.$7.63$0.00$7.63$0.35$0.18$0.17
2020Detailed filing. Detailed filing data is available for this year.$7.11$0.00$7.11$0.21$0.26$0.05
2019Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.31$0.28$0.03
2018Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$0.34$0.25$0.09
2018Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$0.34$0.25$0.09
2017Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$0.27$0.15$0.12
2016Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$0.21$0.23$0.02
2015Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$0.28$0.24$0.04
2014Summary only. Only limited summary data is available for this year.$5.92$0.00$0.26$0.40$0.15
2013Summary only. Only limited summary data is available for this year.$5.77$0.00$0.53$0.01$0.52
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