Civic Intelligence

The Daniel P Babb Trust

990PF • Fiscal year 2019 • EIN 47-6661709

Jan 01, 2019 to Dec 31, 2019 • Filed on May 06, 2020

Organization Profile
8145 Clearbrook DriveFindlay, OH 45840

(606) 465-1349

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

51st percentile

2.4%

Faster asset growth than 51% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

96th percentile

187%

Faster revenue growth than 96% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,073,815

Up $25,497 (+2.4%) from 2018

Net Assets

Up

$1,073,815

Up $25,497 (+2.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin79th percentile

Revenue

Up

$98,732

Up $64,298 (+187%) from 2018

Expenses

Down

$73,235

Down $1,635 (-2.2%) from 2018

Net Income

Up

$25,497

Up $65,933 (+163%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$1.5M$1.0M$500K$0Assets 2015: $1,237,404Liabilities 2015: $02015Assets 2016: $1,114,905Liabilities 2016: $0Net Assets 2016: $1,114,9052016Assets 2017: $1,088,754Liabilities 2017: $0Net Assets 2017: $1,088,7542017Assets 2018: $1,048,318Liabilities 2018: $0Net Assets 2018: $1,048,3182018Assets 2019: $1,073,815Liabilities 2019: $0Net Assets 2019: $1,073,8152019Assets 2020: $1,069,025Liabilities 2020: $0Net Assets 2020: $1,069,0252020Assets 2021: $1,132,223Liabilities 2021: $0Net Assets 2021: $1,132,2232021Assets 2022: $1,067,754Liabilities 2022: $0Net Assets 2022: $1,067,7542022Assets 2023: $1,021,838Liabilities 2023: $0Net Assets 2023: $1,021,8382023Assets 2024: $1,016,082Liabilities 2024: $0Net Assets 2024: $1,016,0822024

Highlighted filing

2019

Assets$1,073,815
Liabilities$0
Net Assets$1,073,815
Open 2019 Filing

Operations Trend

Revenue Growth96th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2015: $1,277,803Expenses 2015: $40,399Net Income 2015: $1,237,4042015Revenue 2016: -$42,062Expenses 2016: $80,437Net Income 2016: -$122,4992016Revenue 2017: $47,752Expenses 2017: $73,903Net Income 2017: -$26,1512017Revenue 2018: $34,434Expenses 2018: $74,870Net Income 2018: -$40,4362018Revenue 2019: $98,732Expenses 2019: $73,235Net Income 2019: $25,4972019Revenue 2020: $70,590Expenses 2020: $75,380Net Income 2020: -$4,7902020Revenue 2021: $137,707Expenses 2021: $74,509Net Income 2021: $63,1982021Revenue 2022: $16,971Expenses 2022: $81,440Net Income 2022: -$64,4692022Revenue 2023: $27,243Expenses 2023: $73,159Net Income 2023: -$45,9162023Revenue 2024: $69,193Expenses 2024: $74,949Net Income 2024: -$5,7562024

Highlighted filing

2019

Revenue$98,732
Expenses$73,235
Net Income$25,497
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 6, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN K WILTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Daniel P Babb Trust
EIN
47-6661709
Phone
6064651349
Address
8145 CLEARBROOK DRIVE, FINDLAY, OH 45840

Signing Officer

Name
Brian K Wilt
Title
Trustee
Signed
2020-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Jackson Kelly Pllc
Address
PO BOX 553, CHARLESTON, WV 25322-0553
Preparer
Martha M Hall
Phone
3043401000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ARAMARK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47AVERY DENNISON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48BALL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49BECTON DICKINSON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51BRIGHT HORIZONS FAMILY SOLNS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52BROADRIDGE FINANCIAL SOLNS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54CHURCH & DWIGHT CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55CINTAS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57CONAGRA BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58CONSTELLATION BRANDS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59CORNING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62DIAMONDBACK ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63DOLLAR GENERAL CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64EASTMAN CHEMICAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67GLOBAL PAYMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68GRAINGER W W INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69HASBRO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70HENRY SCHEIN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73ILLINOIS TOOL WORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74INTERCONTINENTAL EXCHANGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77KANSAS CITY SOUTHERN NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78KLA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79KROGER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80LABORATORY CORP OF AMER HLDGS NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81LAMB WESTON HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83MARATHON PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84MARSH & MCLENNAN COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85MAXIM INTEGRATED PRODUCTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86MCCORMICK & CO INC NON VOTING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87MERCK & CO INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88MICROCHIP TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89OCCIDENTAL PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91PHILIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92RAYTHEON COMPANY NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94ROYAL DUTCH SHELL PLC SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96SMUCKER JM COMPANY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97STANLEY BLACK & DECKER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99STATE STREET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101SYNOPSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102TE CONNECTIVITY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1043M COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105UNILEVER NV NEW YORK SHS NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107WASTE MANAGEMENT INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108WEST PHARMACEUTICAL SVCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109ZOETIS INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt09559
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15064
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ALPS ALERIAN MLP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1COHO RELATIVE EQUITY FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FEDERATED KAUFMANN SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3SCHWAB US DIVIDEND EQUITY ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4SPDR S&P 500 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5VANGUARD DIVIDEND APPRECIATION ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6VANGUARD HIGH DIVIDEND YIELD ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7ISHARES US REGIONAL BANKS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt09375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15454
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt023960
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt074772
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt098732
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt098732
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02055
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02055
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt074772
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt021956
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt023960
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt025497
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01418456
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt074772
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt083493
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt010942
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt010942
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0238
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0238
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt013235
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt073235
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt096728
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt098732
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt013235
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013235
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01343684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt074771
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt074771
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01418455
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt074772
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt025497
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01073815
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01048318
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01073815
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt054480
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt054480
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt054480
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt055315
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0835
IRS990PF/DistributableAmountGrp/TotalTaxAmt0835
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0240
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0835
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0835
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0835
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0595
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0240
IRS990PF/FMVAssetsEOYAmt01155480
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02937
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02894
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02894
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt028340
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0216741
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0227853
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0295094

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,073,815
Liabilities
$0
Net assets
$1,073,815
Revenue
$98,732
Expenses
$73,235
Net income
$25,497
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.07$0.07$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.03$0.07$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.02$0.08$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.14$0.07$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.07$0.08$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.10$0.07$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.03$0.07$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.05$0.07$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.04$0.08$0.12
2015Summary only. Only limited summary data is available for this year.$1.24$0.00$1.28$0.04$1.24