Civic Intelligence

Norman a Schlicklin Jr Charitable Trust

990PF • Fiscal year 2014 • EIN 52-7310058

Sep 01, 2013 to Aug 31, 2014 • Filed on Apr 23, 2015

Organization Profile
6666 Locust Lane45005

(513) 604-6516

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

50th percentile

$30,000

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 15.2% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

52nd percentile

2.2%

Faster asset growth than 52% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

93rd percentile

135%

Faster revenue growth than 93% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,168,943

Up $25,034 (+2.2%) from 2013

Net Assets

Up

$1,168,943

Up $25,034 (+2.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin74th percentile

Revenue

$196,896

No earlier filing loaded for comparison.

Expenses

Up

$156,979

Up $20,632 (+15%) from 2013

Net Income

$39,917

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,091,161Liabilities 2011: $02011Assets 2012: $961,315Liabilities 2012: $02012Assets 2013: $1,143,909Liabilities 2013: $0Net Assets 2013: $1,143,9092013Assets 2014: $1,168,943Liabilities 2014: $0Net Assets 2014: $1,168,9432014Assets 2015: $915,304Liabilities 2015: $0Net Assets 2015: $915,3042015Assets 2016: $833,252Liabilities 2016: $0Net Assets 2016: $833,2522016Assets 2017: $841,294Liabilities 2017: $0Net Assets 2017: $841,2942017Assets 2019: $817,392Liabilities 2019: $0Net Assets 2019: $817,3922019Assets 2020: $894,214Liabilities 2020: $0Net Assets 2020: $894,2142020Assets 2021: $857,280Liabilities 2021: $0Net Assets 2021: $857,2802021Assets 2022: $841,049Liabilities 2022: $0Net Assets 2022: $841,0492022Assets 2023: $801,765Liabilities 2023: $0Net Assets 2023: $801,7652023Assets 2024: $1,368,996Liabilities 2024: $0Net Assets 2024: $1,368,9962024

Highlighted filing

2014

Assets$1,168,943
Liabilities$0
Net Assets$1,168,943
Open 2014 Filing

Operations Trend

Revenue Growth93rd percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: $128,538Expenses 2011: $162,801Net Income 2011: -$34,2632011Revenue 2012: $35,581Expenses 2012: $164,755Net Income 2012: -$129,1742012Expenses 2013: $136,3472013Revenue 2014: $196,896Expenses 2014: $156,979Net Income 2014: $39,9172014Revenue 2015: $62,269Expenses 2015: $136,655Net Income 2015: -$74,3862015Revenue 2016: $20Expenses 2016: $102,200Net Income 2016: -$102,1802016Revenue 2017: $20Expenses 2017: $94,169Net Income 2017: -$94,1492017Revenue 2019: $16Expenses 2019: $85,491Net Income 2019: -$85,4752019Revenue 2020: $148,220Expenses 2020: $83,064Net Income 2020: $65,1562020Revenue 2021: $52,459Expenses 2021: $89,120Net Income 2021: -$36,6612021Revenue 2022: $39,535Expenses 2022: $58,500Net Income 2022: -$18,9652022Revenue 2023: $35,696Expenses 2023: $80,700Net Income 2023: -$45,0042023Revenue 2024: $43,628Expenses 2024: $114,180Net Income 2024: -$70,5522024

Highlighted filing

2014

Revenue$196,896
Expenses$156,979
Net Income$39,917
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Apr 23, 2015
Return Version
2013v4.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER K STEWARTTrusteePT$30,000-$30,000
Filing and Contact Details

Filer

EIN
52-7310058

Signing Officer

Name
Jennifer Stewart
Title
Trustee
Signed
2015-04-23
Discuss with paid preparer
Yes

Preparer

Preparer
Tim Tipton
Phone
9372284272
Raw XML Appendix338 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/Amt11950
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1BOOKKEEPING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01820
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt11950
CompensationExplanation/CompensationExplanationGrp/PersonNm0JENNIFER K STEWART
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01159912
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SAGE/ANNUITY INVESTMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01159912
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt014883
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt052774
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt052774
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt052774
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt054668
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01894
IRS990PF/DistributableAmountGrp/TotalTaxAmt01894
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01890
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03784
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01890
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01894
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03784
IRS990PF/FMVAssetsEOYAmt01168943
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt026010
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt09031
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt010000
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01100000
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt016650
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt054668
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01093350
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01110000
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt030000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0127969
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.153526
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0149479
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.585216
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0147585
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0149479
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt37
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INTEREST IS GENERATED TO INCREASE FUNDS AVAILABLE
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1FOR GRANTING CHARITABLE CONTRIBUTIONS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2OTHER INVESTMENT INCOME IS GENERATED TO INCREASE FUNDS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt3AVAILABLE FOR GRANTING CHARITABLE CONTRIBUTIONS
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MS LINDA MCKINNEY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode045011
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0GENERAL APPLICATION ON A BLANK SHEET IS ACCEPTABLE. PLEASE STATE CHARITABLE NAME, ADDRESS AND INFORMATION TO CONSIDER WHY THE ORGANIZATION IS IN NEED OF FUNDING AND FOR WHAT CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JENNIFER STEWART
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO FUND NONPROFIT PURPOSE OF ORGANIZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO FUND NONPROFIT PURPOSE OF ORGANIZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO FUND NONPROFIT PURPOSE OF ORGAN.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO FUND NONPROFIT PURPOSE OF ORGAN.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO FUND NONPROFIT PURPOSE OF ORGAN.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO FUND NONPROFIT PURPOSE OF ORGAN.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TO FUND NONPROFIT PURPOSE OF ORGAN.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11FRANKLIN ATHLETIC BOOSTERS FOUNDATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12JEWELL EDUCATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13HORIZON POINTE CHURCH INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14HIS WILL HOMES INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine15VINEYARD COMMUNITY CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine16INTERFAITH HOSPITALITY NETWORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine17ABUSE & RAPE CRISIS SHELTER OF WARR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10750 E 4TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1117 HOLLY DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12118 E MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine13275 N MAIN ST E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine144607 AMELIA DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine154900 STATE RT 43
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine16203 E WARREN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1727 N EAST ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0FRANKLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1FRANKLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2LEBANON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3SPRINGBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4FRANKLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City5FRANKLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City6LEBANON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City7LEBANON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State5OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State6OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State7OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode045005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode145005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode245036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode345066
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode445005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode545005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode645036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode745036
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0120500
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/AppliedToCurrentYearAmt052774
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt052774
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt081165
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt089402
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt075343
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0110781
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt034398
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt034398
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0453396
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt096705
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt081165
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt089402
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt075343
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0110781
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0149479
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt096705
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0487794
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0391089
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amount014883
OtherDecreasesSchedule/OtherDecreasesDetail/Description0DECREASE IN VALUE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POST OFFICE BOX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BALANCING ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt090
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1128
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2-9
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt090
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1128
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2-9
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0196887
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1-50000
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2-50000
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt350000
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt450000
OtherIncomeSchedule2/OtherIncomeDetail/Desc02013 1099-R JACKSON NATIONAL
OtherIncomeSchedule2/OtherIncomeDetail/Desc1LESS MARCH 2013 WITHDRAWAL
OtherIncomeSchedule2/OtherIncomeDetail/Desc2LESS JUNE 2013 WITHDRAWAL
OtherIncomeSchedule2/OtherIncomeDetail/Desc3PLUS MARCH 2014 WITHDRAWAL
OtherIncomeSchedule2/OtherIncomeDetail/Desc4PLUS JUNE 2014 WITHDRAWAL
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0196887
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-50000
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-50000
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt350000
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt450000
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0196887
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-50000
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-50000
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt350000
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt450000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02500
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER STEWART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine10NORMAN A SCHLICKLIN JR CHARITABLE
ReturnHeader/Filer/BusinessNameControlTxt0NORM
ReturnHeader/Filer/EIN0527310058
ReturnHeader/Filer/USAddress/AddressLine106666 LOCUST LANE
ReturnHeader/Filer/USAddress/City0FRANKLIN
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode045005
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311182600
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DUVALL & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10301 W 1ST ST STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0DAYTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode045402
ReturnHeader/PreparerPersonGrp/PhoneNum09372284272
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIM TIPTON
ReturnHeader/ReturnTs02015-04-23T15:46:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,168,943
Liabilities
$0
Net assets
$1,168,943
Revenue
$196,896
Expenses
$156,979
Net income
$39,917
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.04$0.11$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.04$0.08$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.04$0.06$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.05$0.09$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.15$0.08$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.00$0.09$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.00$0.09$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.00$0.10$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.06$0.14$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.20$0.16$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.14
2012Summary only. Only limited summary data is available for this year.$0.96$0.00$0.04$0.16$0.13
2011Summary only. Only limited summary data is available for this year.$1.09$0.00$0.13$0.16$0.03