Civic Intelligence

Norman a Schlicklin Jr Charitable

EIN 52-7310058 • Franklin, OH

6666 Locust LaneFranklin, OH 45005
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

4th percentile

-162%

Higher net margin than 4% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

94th percentile

71%

Faster asset growth than 94% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

22%

Faster revenue growth than 69% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,368,996

Up $567,231 (+71%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,368,996

Up $567,231 (+71%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin4th percentile

Revenue

Up

$43,628

Up $7,932 (+22%) from 2023

Expenses

Up

$114,180

Up $33,480 (+41%) from 2023

Net Income

Down

-$70,552

Down $25,548 (-57%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth94th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$1,368,996
Liabilities$0
Net Assets$1,368,996
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$43,628
Expenses$114,180
Net Income-$70,552
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,368,996
Liabilities
$0
Net assets
$1,368,996
Revenue
$43,628
Expenses
$114,180
Net income
-$70,552
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jun 30, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER STEWARTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Norman a Schlicklin Jr Charitable
EIN
52-7310058
Phone
9377489771
Address
6666 LOCUST LANE, FRANKLIN, OH 45005

Signing Officer

Name
Jenny Stewart
Title
Other
Phone
9377489771
Signed
2025-06-30
Discuss with paid preparer
Yes

Preparer

Firm
Creative Planning Tax LLC
Address
5454 W 110TH STREET, OVERLAND PARK, KS 66211
Preparer
Heather Offutt CPA
Phone
9133382727
Raw XML Appendix310 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/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/RecipientPersonNm0JENNIFER STEWART
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05138360888
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt06666 LOCUST LANE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0FRANKLIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd045005
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt135000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO FUND NONPROFIT PURPOSE OF ORGANIZANTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FRANKLIN CITY SCHOOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1JEWELL EDUCATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0150 E SIXTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1118 E MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FRANKLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LEBANON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd145036
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt047000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt056501
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt056501
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010162
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt046185
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt030581
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt030427
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt030427
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0131657
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt044729
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010162
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt046185
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt030581
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0101230
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt044729
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0162084
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0117355
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0793817
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FIDELITY
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01357344
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01530625
OtherDecreasesSchedule/OtherDecreasesDetail/Amt06989
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK TO TAX DIFFERENCES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0644772
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CONSOLIDATE TRUST
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNY STEWART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OTHER
ReturnHeader/BusinessOfficerGrp/PhoneNum09377489771
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORMAN A SCHLICKLIN JR CHARITABLE
ReturnHeader/Filer/BusinessNameControlTxt0NORM
ReturnHeader/Filer/EIN0527310058
ReturnHeader/Filer/PhoneNum09377489771
ReturnHeader/Filer/USAddress/AddressLine1Txt06666 LOCUST LANE
ReturnHeader/Filer/USAddress/CityNm0FRANKLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045005
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471019942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CREATIVE PLANNING TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05454 W 110TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OVERLAND PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066211
ReturnHeader/PreparerPersonGrp/PhoneNum09133382727
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEATHER OFFUTT CPA
ReturnHeader/ReturnTs02025-06-30T14:28:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

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