Civic Intelligence

Marjorie E Conrad MD Reserve Charitable Trust

990PF • Fiscal year 2019 • EIN 47-5416550

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

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

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

5th percentile

-107%

Higher net margin than 5% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

37th percentile

$50,433

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 18.2% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

66th percentile

8.2%

Faster asset growth than 66% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-88%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Assets

Up

$7,035,161

Up $535,309 (+8.2%) from 2018

Net Assets

Up

$7,035,161

Up $535,309 (+8.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$276,432

Down $2,112,353 (-88%) from 2018

Expenses

Up

$571,157

Up $144,894 (+34%) from 2018

Net Income

Down

-$294,725

Down $2,257,247 (-115%) from 2018

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 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

2019

Assets$7,035,161
Liabilities$0
Net Assets$7,035,161

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 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

2019

Revenue$276,432
Expenses$571,157
Net Income-$294,725
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul E CroyTrusteePT$50,433-$50,433
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
2020-11-16
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 Appendix368 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/GrantOrContributionPurposeTxt6for general purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7for general purposes
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Toledo Zoological Society Foundatio
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Wood County Public Library Foundati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6The Salvation Army of Northwest Ohi
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8Wood County Humane Society Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9Sunshine Foundation Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10Camp Courageous the Arc of NW OH In
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11Bittersweet Autism Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm12Wood Lane Foundation Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm13Notre Dame Academy
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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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd13OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd043402
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
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
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0325590
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt0325590
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0331043
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05453
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04648
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt012270
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05453
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011465
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04648
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06817
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0325590
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011465
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt016918
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt09720
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt07700
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0165462
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0131076
TaxesSchedule/TaxesDetail/Amt04759
TaxesSchedule/TaxesDetail/Amt115000
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax
TaxesSchedule/TaxesDetail/CategoryTxt1U.S. Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04759
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt115000
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul E Croy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
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/ReturnTs02020-11-16T12:35:18-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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