Civic Intelligence

Daniel B Dixon Memorial Scholarship Trust

990PF • Fiscal year 2016 • EIN 46-7285877

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 03, 2017

Organization Profile
41366 Middle Beaver RoadLisbon, OH 44432

(330) 424-5069

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

99th percentile

113%

Higher net margin than 99% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

25th percentile

-12%

Faster asset growth than 25% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$69,335

Down $9,343 (-12%) from 2015

Net Assets

Down

$69,335

Down $9,343 (-12%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$8,307

Down $13,016 (-276%) from 2015

Expenses

Down

$1,051

Down $1,089 (-51%) from 2015

Net Income

Down

-$9,358

Down $11,927 (-464%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$80K$60K$40K$20K$0Assets 2014: $76,318Liabilities 2014: $0Net Assets 2014: $76,3182014Assets 2015: $78,678Liabilities 2015: $0Net Assets 2015: $78,6782015Assets 2016: $69,335Liabilities 2016: $0Net Assets 2016: $69,3352016Assets 2017: $78,368Liabilities 2017: $0Net Assets 2017: $78,3682017Assets 2018: $74,153Liabilities 2018: $0Net Assets 2018: $74,1532018Assets 2019: $75,467Liabilities 2019: $0Net Assets 2019: $75,4672019Assets 2020: $68,868Liabilities 2020: $0Net Assets 2020: $68,8682020Assets 2021: $68,842Liabilities 2021: $0Net Assets 2021: $68,8422021Assets 2023: $20,438Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $28,445Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2016

Assets$69,335
Liabilities$0
Net Assets$69,335
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KRevenue 2014: $2,818Expenses 2014: $182Net Income 2014: $2,6362014Revenue 2015: $4,709Expenses 2015: $2,140Net Income 2015: $2,5692015Revenue 2016: -$8,307Expenses 2016: $1,051Net Income 2016: -$9,3582016Revenue 2017: $5,646Expenses 2017: $1,688Net Income 2017: $3,9582017Revenue 2018: $1,755Expenses 2018: $1,530Net Income 2018: $2252018Revenue 2019: $2,506Expenses 2019: $1,463Net Income 2019: $1,0432019Revenue 2020: -$3,116Expenses 2020: $1,653Net Income 2020: -$4,7692020Revenue 2021: $9,913Expenses 2021: $10,098Net Income 2021: -$1852021Revenue 2023: $1,527Expenses 2023: $27,643Net Income 2023: -$26,1162023Revenue 2024: $577Expenses 2024: $26,920Net Income 2024: -$26,3432024

Highlighted filing

2016

Revenue-$8,307
Expenses$1,051
Net Income-$9,358
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 3, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA L STUBATrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Daniel B Dixon Memorial
EIN
46-7285877
Phone
3304245069
Address
41366 MIDDLE BEAVER ROAD, LISBON, OH 44432

Signing Officer

Name
Patricia L Stuba
Title
Trustee
Phone
3304245069
Signed
2017-03-03

Preparer

Firm
Jennifer L Wollet CPA LLC
Address
42288 METZ RD, COLUMBIANA, OH 44408-9471
Preparer
Jennifer L Wollet CPA
Phone
3304825010
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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/CityNm0LISBON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0444329537
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt0798
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt01904
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt0359
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt0747
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt0678
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt01618
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt0305
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt0635
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt02015-06-22
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt01000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt01000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt01000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt01000
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt02373
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt09548
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt02179
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt04996
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01058
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0964
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.014750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.014750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt08
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt071170
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt065354
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0149875
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.014750
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PATRICIA L STUBA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt043166 MIDDLE BEAVER ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LISBON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0444329537
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/PhoneNum03304245069
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0TO DISTRIBUTE SCHOLARSHIPS RANGING FROM 1,00O TO 1,500 TO INDIVIDUALS GRADUATING FROM OR COMPLETING A PROGRAM WITH A DEGREE IN DIESEL MECHANICS.
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICANTS ARE REFERED TO PATRICIA STUBA BY THE EDUCATION INSTITUTIONS IN THE LOCAL AREA.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0PATRICIA L STUBA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03304245069
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt043166 MIDDLE BEAVER ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LISBON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd044432
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SCHOLARSHIPS AWARDED ARE RESTRICTED TO INDIVIDUALS COMPLETING OR GRADUATING FROM TRADE SCHOOL WITH A DEGREE IN DIESEL MECHANICS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
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
OtherIncreasesSchedule/OtherIncreasesDetail/Amt015
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED CAPITAL GAIN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt0801
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0801
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0801
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/CategoryTxt0OHIO ATTORNEY GENERAL
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA L STUBA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03304245069
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DANIEL B DIXON MEMORIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DANI
ReturnHeader/Filer/EIN0467285877
ReturnHeader/Filer/PhoneNum03304245069
ReturnHeader/Filer/USAddress/AddressLine1Txt041366 MIDDLE BEAVER ROAD
ReturnHeader/Filer/USAddress/CityNm0LISBON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044432
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F02B5261249D776F74426BAA32083EA03257FC56
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F02B5261249D776F74426BAA32083EA03257FC56
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JENNIFER L WOLLET CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt042288 METZ RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBIANA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0444089471
ReturnHeader/PreparerPersonGrp/PhoneNum03304825010
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER L WOLLET CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-03-03T15:37:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,335
Liabilities
$0
Net assets
$69,335
Revenue
-$8,307
Expenses
$1,051
Net income
-$9,358
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.4$0.00$0.00$0.58$26.9$26.3
2023Detailed filing. Detailed filing data is available for this year.$20.4$0.00$0.00$1.53$27.6$26.1
2021Detailed filing. Detailed filing data is available for this year.$68.8$0.00$68.8$9.91$10.1$0.19
2020Detailed filing. Detailed filing data is available for this year.$68.9$0.00$68.9$3.12$1.65$4.77
2019Detailed filing. Detailed filing data is available for this year.$75.5$0.00$75.5$2.51$1.46$1.04
2018Detailed filing. Detailed filing data is available for this year.$74.2$0.00$74.2$1.76$1.53$0.23
2017Detailed filing. Detailed filing data is available for this year.$78.4$0.00$78.4$5.65$1.69$3.96
2016Detailed filing. Detailed filing data is available for this year.$69.3$0.00$69.3$8.31$1.05$9.36
2015Detailed filing. Detailed filing data is available for this year.$78.7$0.00$78.7$4.71$2.14$2.57
2014Detailed filing. Detailed filing data is available for this year.$76.3$0.00$76.3$2.82$0.18$2.64