Civic Intelligence

Marjorie E Conrad MD Reserve Charitable Trust

990PF • Fiscal year 2017 • EIN 47-5416550

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profile
204 Farnsworth RoadWaterville, OH 43566

(419) 878-2931

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$5,011,758

Up $214,910 (+4.5%) from 2016

Net Assets

Up

$5,011,758

Up $214,910 (+4.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses

Revenue

Up

$246,042

Up $141,216 (+135%) from 2016

Expenses

Down

$336,073

Down $40,936 (-11%) from 2016

Net Income

Up

-$90,031

Up $182,152 (+67%) from 2016

Historical Trend

Balance Sheet Trend

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 2017: $5,011,758Liabilities 2017: $0Net Assets 2017: $5,011,7582017Assets 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

2017

Assets$5,011,758
Liabilities$0
Net Assets$5,011,758
Open 2017 Filing

Operations Trend

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 2017: $246,042Expenses 2017: $336,073Net Income 2017: -$90,0312017Revenue 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

2017

Revenue$246,042
Expenses$336,073
Net Income-$90,031
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul E CroyTrusteePT$39,321-$39,321
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
2018-11-15
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 Appendix371 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/RecipientRelationshipTxt4Beneficiary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5Beneficiary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6Beneficiary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7Beneficiary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8Beneficiary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9Beneficiary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10Beneficiary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11Beneficiary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12Beneficiary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt13Beneficiary
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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd143604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd243614
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd343402
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd543402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd643604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd743402
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1043571
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1143571
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1243402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1343623
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0239843
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0235195
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0235195
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04648
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04648
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0239843
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04648
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04648
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0RCO Law - legal fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt014280
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt09089
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Wells Fargo - Exp. Delivery Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt028
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt041586
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Wells Fargo - Advisory Fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt026469
TaxesSchedule/TaxesDetail/Amt01015
TaxesSchedule/TaxesDetail/CategoryTxt0Wells Fargo - Foreign Tax Withheld
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01015
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul E Croy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
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/PreparerFirmEIN0344437581
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/ReturnTs02018-11-15T10:01:24-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,011,758
Liabilities
$0
Net assets
$5,011,758
Revenue
$246,042
Expenses
$336,073
Net income
-$90,031
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
2017Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.25$0.34$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.80$0.00$4.80$0.10$0.38$0.27