Civic Intelligence

The Daniel P Babb Trust

990PF • Fiscal year 2021 • EIN 47-6661709

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 14, 2022

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

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

81st percentile

46%

Higher net margin than 81% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

47th percentile

5.9%

Faster asset growth than 47% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

82nd percentile

95%

Faster revenue growth than 82% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,132,223

Up $63,198 (+5.9%) from 2020

Net Assets

Up

$1,132,223

Up $63,198 (+5.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin81st percentile

Revenue

Up

$137,707

Up $67,117 (+95%) from 2020

Expenses

Down

$74,509

Down $871 (-1.2%) from 2020

Net Income

Up

$63,198

Up $67,988 (+1419%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2021

Assets$1,132,223
Liabilities$0
Net Assets$1,132,223
Open 2021 Filing

Operations Trend

Revenue Growth82nd 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

2021

Revenue$137,707
Expenses$74,509
Net Income$63,198
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 14, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th 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
2022-04-14
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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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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BRIAN K WILT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt08145 CLEARBROOK DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FINDLAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd045840
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WV
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06064651349
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt029000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt129000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS FOR CHEMISTRY STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1STUDENT TRAVEL FUND FOR CHEM MTGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MARSHALL UNIV FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MARSHALL UNIV FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0519 JOHN MARSHALL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1519 JOHN MARSHALL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HUNTINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HUNTINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd025703
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd125703
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt058000
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
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt056907
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01093
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt063869
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt058000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06962
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01093
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC EXPENSES FOR BOOKS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0219
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012923
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012923
TaxesSchedule/TaxesDetail/Amt0738
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0738
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN K WILT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DANIEL P BABB TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BRIAN K WILT TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0DANI
ReturnHeader/Filer/EIN0476661709
ReturnHeader/Filer/PhoneNum06064651349
ReturnHeader/Filer/USAddress/AddressLine1Txt08145 CLEARBROOK DRIVE
ReturnHeader/Filer/USAddress/CityNm0FINDLAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045840
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550394215
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACKSON KELLY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 553
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLESTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0253220553
ReturnHeader/PreparerPersonGrp/PhoneNum03043401000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTHA M HALL
ReturnHeader/ReturnTs02022-04-27T08:40:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRIAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILT
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,132,223
Liabilities
$0
Net assets
$1,132,223
Revenue
$137,707
Expenses
$74,509
Net income
$63,198
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