Civic Intelligence

Marjorie E Conrad MD Reserve Charitable Trust

990PF • Fiscal year 2016 • EIN 47-5416550

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization Profile
204 Farnsworth RoadWaterville, OH 43566

(419) 878-2931

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

3rd percentile

-260%

Higher net margin than 3% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

52nd percentile

$34,178

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 32.6% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

$4,796,848

No earlier filing loaded for comparison.

Net Assets

$4,796,848

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin3rd percentile

Revenue

$104,826

No earlier filing loaded for comparison.

Expenses

$377,009

No earlier filing loaded for comparison.

Net Income

-$272,183

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2016: $4,796,848Liabilities 2016: $0Net Assets 2016: $4,796,8482016Assets 2018: $6,499,852Liabilities 2018: $0Net Assets 2018: $6,499,8522018Assets 2019: $7,035,161Liabilities 2019: $0Net Assets 2019: $7,035,1612019Assets 2020: $7,280,318Liabilities 2020: $0Net Assets 2020: $7,280,3182020Assets 2021: $7,494,407Liabilities 2021: $12021Assets 2022: $5,971,181Liabilities 2022: $0Net Assets 2022: $5,971,1812022Assets 2023: $6,146,610Liabilities 2023: $12023

Highlighted filing

2016

Assets$4,796,848
Liabilities$0
Net Assets$4,796,848
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $104,826Expenses 2016: $377,009Net Income 2016: -$272,1832016Revenue 2018: $2,388,785Expenses 2018: $426,263Net Income 2018: $1,962,5222018Revenue 2019: $276,432Expenses 2019: $571,157Net Income 2019: -$294,7252019Revenue 2020: $603,477Expenses 2020: $570,733Net Income 2020: $32,7442020Revenue 2021: $602,258Expenses 2021: $541,711Net Income 2021: $60,5472021Revenue 2022: $245,592Expenses 2022: $538,012Net Income 2022: -$292,4202022Revenue 2023: $243,313Expenses 2023: $442,476Net Income 2023: -$199,1632023

Highlighted filing

2016

Revenue$104,826
Expenses$377,009
Net Income-$272,183
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul E CroyTrusteePT$34,178-$34,178
Filing and Contact Details

Filer

Filer Name
Marjorie E Conrad MD Reserve Charitable
EIN
47-5416550
Phone
4198782931
Address
204 Farnsworth Road, Waterville, OH 43566

Signing Officer

Name
Paul E Croy
Title
Trustee
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Robison Curphey & OConnell LLC
Address
Four SeaGate Ninth Floor, Toledo, OH 43604
Preparer
Bradley L Blandin
Phone
4192497900
Raw XML Appendix347 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0for Pre-Medicine Scholarship, for Allied Health Profession Scholarship, for Art Song Competition, for Music Performance Fund, and for Marjorie E. Conrad, M.D. Voice Scholarship
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2for animal care, for education program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3for general purposes
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6for general purposes
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm12Wood Lane Foundation Inc
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Mileti Alumni Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12138 Madison Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 140130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 1165
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4105 17th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5251 N Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6620 N Erie Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71291 Conneaut Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8801 Van Camp Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt97223 Maumee Western Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1012701 Waterville-Swanton Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1112660 Archbold-Whitehouse Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt121921 E Gypsy Lane Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt133535 W Sylvania Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Bowling Green
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Toledo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Toledo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Bowling Green
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Toledo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Bowling Green
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Toledo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Bowling Green
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Bowling Green
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Maumee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Whitehouse
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Whitehouse
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12Bowling Green
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13Toledo
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd143604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd243614
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd343402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd443604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd543402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd643604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd743402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd843402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd943537
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1043571
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1143571
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1243402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1343623
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0232997
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0232997
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012270
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012270
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0245267
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012270
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012270
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Foreign withholdings
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0587
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt096977
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Wells Fargo - Advisory/Additional Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Marjorie Conrad Revocable Living Tr
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0204 Farnsworth Road
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Waterville
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0OH
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd043566
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul E Croy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Marjorie E Conrad MD Reserve Charitable
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Trust
ReturnHeader/Filer/BusinessNameControlTxt0MARJ
ReturnHeader/Filer/EIN0475416550
ReturnHeader/Filer/PhoneNum04198782931
ReturnHeader/Filer/USAddress/AddressLine1Txt0204 Farnsworth Road
ReturnHeader/Filer/USAddress/CityNm0Waterville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043566
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Robison Curphey & OConnell LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0Four SeaGate Ninth Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Toledo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043604
ReturnHeader/PreparerPersonGrp/PhoneNum04192497900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bradley L Blandin
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-15T12:14:55-08:00
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
$4,796,848
Liabilities
$0
Net assets
$4,796,848
Revenue
$104,826
Expenses
$377,009
Net income
-$272,183
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$6.15$0.00$0.24$0.44$0.20
2022Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$0.25$0.54$0.29
2021Summary only. Only limited summary data is available for this year.$7.49$0.00$0.60$0.54$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.28$0.00$7.28$0.60$0.57$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.04$0.00$7.04$0.28$0.57$0.29
2018Detailed filing. Detailed filing data is available for this year.$6.50$0.00$6.50$2.39$0.43$1.96
2016Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.10$0.38$0.27