Civic Intelligence

Norman a Schlicklin Jr Charitable Trust

990PF • Fiscal year 2013 • EIN 52-7310058

Sep 01, 2012 to Aug 31, 2013 • Filed on Jul 02, 2014

PO Box 70545066
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

56th percentile

$25,000

Higher top officer pay than 56% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

84th percentile

19%

Faster asset growth than 84% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$1,143,909

Up $182,594 (+19%) from 2012

Net Assets

$1,143,909

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$136,347

Down $28,408 (-17%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

2013

Assets$1,143,909
Liabilities$0
Net Assets$1,143,909

Operations Trend

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

2013

Revenue-
Expenses$136,347
Net Income-
Jump To
Filing Snapshot
Filing Period
Sep 1, 2012 to Aug 31, 2013
Signed
Jul 2, 2014
Return Version
2012v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER K STEWARTTrusteePT$25,000-$25,000
JULIE A KIRBYTrusteePT$5,000-$5,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJEWELL EDUCATION FOUNDATIONTO FUND NONPROFIT PURPOSE OF ORGANIZ-LEBANON, OH, US$35,000
Paid GrantFRANKLIN CITY SCHOOLSEDUCATIONAL SCHOLARSHIPS-FRANKLIN, OH, US$28,000
Paid GrantFRANKLIN ATHLETIC BOOSTERS FOUNDATITO FUND NONPROFIT PURPOSE OF ORGANIZ-FRANKLIN, OH, US$20,000
Paid GrantHIS WILL HOMES INCTO FUND NONPROFIT PURPOSE OF ORGAN.-FRANKLIN, OH, US$10,000
Paid GrantSPRINGBORO COMMUNITY SCHOOLSEDUCATIONAL SCHOLARSHIPS-SPRINGBORO, OH, US$2,750
Paid GrantHORIZON POINTE CHURCH INCTO FUND NONPROFIT PURPOSE OF ORGAN.-SPRINGBORO, OH, US$2,500
Paid GrantVINEYARD COMMUNITY CHURCHTO FUND NONPROFIT PURPOSE OF ORGAN.-FRANKLIN, OH, US$2,500
Paid GrantWAYNE LOCAL SCHOOLSEDUCATIONAL SCHOLARSHIPS-WAYNESVILLE, OH, US$2,500
Paid GrantCHILD ADVOCACY CENTER OF WARREN COUTO FUND NONPROFIT PURPOSE OF ORGAN.-FRANKLIN, OH, US$500
Filing and Contact Details

Filer

EIN
52-7310058
Raw XML Appendix391 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/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0GENERAL 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/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0JENNIFER STEWART
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber05136046516
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10PO BOX 705
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0SPRINGBORO
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode045066
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount028000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount120000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount235000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount32500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount4500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount510000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount62500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount72500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount82750
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EDUCATIONAL SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1TO FUND NONPROFIT PURPOSE OF ORGANIZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2TO FUND NONPROFIT PURPOSE OF ORGANIZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3TO FUND NONPROFIT PURPOSE OF ORGAN.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4TO FUND NONPROFIT PURPOSE OF ORGAN.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5TO FUND NONPROFIT PURPOSE OF ORGAN.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6TO FUND NONPROFIT PURPOSE OF ORGAN.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7EDUCATIONAL SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8EDUCATIONAL SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10FRANKLIN CITY SCHOOLS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11FRANKLIN ATHLETIC BOOSTERS FOUNDATI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12JEWELL EDUCATION FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13HORIZON POINTE CHURCH INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14CHILD ADVOCACY CENTER OF WARREN COU
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15HIS WILL HOMES INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16VINEYARD COMMUNITY CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17WAYNE LOCAL SCHOOLS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18SPRINGBORO COMMUNITY SCHOOLS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10750 E 4TH ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1117 HOLLY DR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12118 E MAIN ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13275 N MAIN ST E
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14100 CAMPUS LOOP RD SUITEA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine154607 AMELIA DR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine164900 STATE RT 43
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17659 DAYTON RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine181675 S MAIN ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0FRANKLIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1FRANKLIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2LEBANON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3SPRINGBORO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4FRANKLIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5FRANKLIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6FRANKLIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7WAYNESVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8SPRINGBORO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode045005
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode145005
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode245036
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode345066
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode445005
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode545005
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode645005
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode745068
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode845066
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0103750
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear049916
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted049916
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1089402
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2075343
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30110781
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4034398
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5071467
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5071467
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0391089
IRS990PF/UndistributedIncome/ExcessFromCurrentYear081165
IRS990PF/UndistributedIncome/ExcessFromYear1089402
IRS990PF/UndistributedIncome/ExcessFromYear2075343
IRS990PF/UndistributedIncome/ExcessFromYear30110781
IRS990PF/UndistributedIncome/ExcessFromYear4034398
IRS990PF/UndistributedIncome/QualifyingDistributions0131081
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus081165
IRS990PF/UndistributedIncome/TotalCorpus0462556
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0381391
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherDecreasesSchedule/OtherDecreases/Amount01958
OtherDecreasesSchedule/OtherDecreases/Description0FEDERAL TAX CARRIED FORWARD
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1BANK FEES
OtherExpensesSchedule/OtherExpenses/Description2OFFICE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0181
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1200
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0181
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1200
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0100000
OtherIncomeSchedule2/OtherIncome/Description0JACKSON NATIONAL LIFE INSURAN
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0100000
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0100000
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0266
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome0266
TaxesSchedule/Taxes/Amount0200
TaxesSchedule/Taxes/Category0STATE OF OHIO
TaxesSchedule/Taxes/DisbursementsCharitablePrps0200
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0527310058
ReturnHeader/Filer/Name/BusinessNameLine10NORMAN A SCHICKLIN JR CHARITABLE
ReturnHeader/Filer/Name/BusinessNameLine20TRUST
ReturnHeader/Filer/NameControl0NORM
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 705
ReturnHeader/Filer/USAddress/City0SPRINGBORO
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode045066
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-07-02
ReturnHeader/Officer/Name0JENNIFER STEWART
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02014-07-02
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10DUVALL & ASSOCIATES INC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10301 W 1ST ST STE 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0DAYTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode045402
ReturnHeader/Preparer/Name0TIM TIPTON
ReturnHeader/Preparer/Phone09372284272
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-09-01
ReturnHeader/TaxPeriodEndDate02013-08-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-07-08T14:19:24-05:00

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