Civic Intelligence

Margaret D Rowley Trust

990PF • Fiscal year 2020 • EIN 45-6560656

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 14, 2021

Organization Profile
1111 Rush AvenueBellefontaine, OH 43311

(419) 222-2001

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

20th percentile

-24%

Higher net margin than 20% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

61st percentile

7.9%

Faster asset growth than 61% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

20th percentile

-32%

Faster revenue growth than 20% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$710,763

Up $51,755 (+7.9%) from 2019

Net Assets

Up

$710,763

Up $51,755 (+7.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin20th percentile

Revenue

Down

$21,144

Down $9,922 (-32%) from 2019

Expenses

Down

$26,135

Down $1,870 (-6.7%) from 2019

Net Income

Down

-$4,991

Down $8,052 (-263%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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 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

2020

Assets$710,763
Liabilities$0
Net Assets$710,763
Open 2020 Filing

Operations Trend

Revenue Growth20th percentile

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 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

2020

Revenue$21,144
Expenses$26,135
Net Income-$4,991
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 14, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay55th percentile

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
2021-04-14

Preparer

Firm
Sielschott Walsh Keifer Regula & Sherer
Address
711 DEAN AVE, LIMA, OH 45804-3210
Preparer
Tracey a Regula CPA
Phone
4192222001
Raw XML Appendix208 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/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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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/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt022400
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt023400
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt023400
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0113700
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt027400
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt024400
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt022400
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt025500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0137100
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt056746
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENTS
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT B MACDONALD JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09375936065
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-14
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ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0456560656
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ReturnHeader/Filer/USAddress/CityNm0BELLEFONTAINE
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ReturnHeader/Filer/USAddress/ZIPCd043311
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LIMA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0458043210
ReturnHeader/PreparerPersonGrp/PhoneNum04192222001
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACEY A REGULA CPA
ReturnHeader/ReturnTs02021-04-15T08:59:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MACDONALD JR
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$710,763
Liabilities
$0
Net assets
$710,763
Revenue
$21,144
Expenses
$26,135
Net income
-$4,991
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
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