Civic Intelligence

Margaret D Rowley Trust

990PF • Fiscal year 2021 • EIN 45-6560656

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 16, 2022

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

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

84th percentile

49%

Higher net margin than 84% of similar nonprofits.

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

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

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

Asset Growth

52nd percentile

7.4%

Faster asset growth than 52% of similar nonprofits.

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

Revenue Growth

76th percentile

65%

Faster revenue growth than 76% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$763,285

Up $52,522 (+7.4%) from 2020

Net Assets

Up

$763,285

Up $52,522 (+7.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin84th percentile

Revenue

Up

$34,954

Up $13,810 (+65%) from 2020

Expenses

Down

$17,855

Down $8,280 (-32%) from 2020

Net Income

Up

$17,099

Up $22,090 (+443%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2021

Assets$763,285
Liabilities$0
Net Assets$763,285
Open 2021 Filing

Operations Trend

Revenue Growth76th 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

2021

Revenue$34,954
Expenses$17,855
Net Income$17,099
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 16, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay56th 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
2022-03-16

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/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/ExcessDistributionCyovYr2Amt027400
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt024400
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt014000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt022400
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0108500
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt025500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt027400
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt024400
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt014000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017200
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt035423
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/SignatureDt02022-03-16
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ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0456560656
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LIMA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0458043210
ReturnHeader/PreparerPersonGrp/PhoneNum04192222001
ReturnHeader/PreparerPersonGrp/PreparationDt02022-03-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACEY A REGULA CPA
ReturnHeader/ReturnTs02022-03-17T07:14:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MACDONALD JR
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$763,285
Liabilities
$0
Net assets
$763,285
Revenue
$34,954
Expenses
$17,855
Net income
$17,099
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