Civic Intelligence

Norman a Schlicklin Jr Charitable Trust

990PF • Fiscal year 2015 • EIN 52-7310058

Sep 01, 2014 to Aug 31, 2015 • Filed on May 15, 2016

Organization Profile
6666 Locust LaneFranklin, OH 45005

(513) 604-6516

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

6th percentile

-119%

Higher net margin than 6% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

66th percentile

$30,000

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 48.2% of source-year revenue.

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

7th percentile

-22%

Faster asset growth than 7% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

4th percentile

-68%

Faster revenue growth than 4% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$915,304

Down $253,639 (-22%) from 2014

Net Assets

Down

$915,304

Down $253,639 (-22%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin6th percentile

Revenue

Down

$62,269

Down $134,627 (-68%) from 2014

Expenses

Down

$136,655

Down $20,324 (-13%) from 2014

Net Income

Down

-$74,386

Down $114,303 (-286%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2015

Assets$915,304
Liabilities$0
Net Assets$915,304
Open 2015 Filing

Operations Trend

Revenue Growth4th 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

2015

Revenue$62,269
Expenses$136,655
Net Income-$74,386
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
May 15, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

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

Filer

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

Signing Officer

Name
Jennifer Stewart
Title
Trustee
Signed
2016-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Duvall & Associates Inc
Address
400 SUGAR CAMP CIRCLE STE 300, DAYTON, OH 45409
Preparer
Tim Tipton
Phone
9372284272
Raw XML Appendix313 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/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1FOR GRANTING CHARITABLE CONTRIBUTIONS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2OTHER INVESTMENT INCOME IS GENERATED TO INCREASE FUNDS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34607 AMELIA DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4203 E WARREN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt536 STABLETON WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FRANKLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FRANKLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LEBANON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3FRANKLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LEBANON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SPRINGBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd145005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd245036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd345005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd445036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd545066
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt091000
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/AppliedToCurrentYearAmt050521
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt050521
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt096705
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt081165
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt089402
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt075343
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0110781
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0110781
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0413749
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt071134
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt096705
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt081165
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt089402
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt075343
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0121655
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt071134
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0524530
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0453396
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0182500
OtherDecreasesSchedule/OtherDecreasesDetail/Amt154781
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0WITHDRAWALS FROM CORPUS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1FEDERAL INCOME TAX PAYMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2WIRE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0110
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt180
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt180
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt062232
OtherIncomeSchedule2/OtherIncomeDetail/Desc01099-R JACKSON NATIONAL LIFE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt062232
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt062232
OtherIncreasesSchedule/OtherIncreasesDetail/Amt058028
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCREASE IN VALUE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010000
TaxesSchedule/TaxesDetail/Amt0600
TaxesSchedule/TaxesDetail/CategoryTxt0STATE OF OHIO
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0600
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER STEWART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORMAN A SCHLICKLIN JR CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NORM
ReturnHeader/Filer/EIN0527310058
ReturnHeader/Filer/USAddress/AddressLine1Txt06666 LOCUST LANE
ReturnHeader/Filer/USAddress/CityNm0FRANKLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045005
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DUVALL & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 SUGAR CAMP CIRCLE STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAYTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045409
ReturnHeader/PreparerPersonGrp/PhoneNum09372284272
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIM TIPTON
ReturnHeader/ReturnTs02016-05-13T10:13:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$915,304
Liabilities
$0
Net assets
$915,304
Revenue
$62,269
Expenses
$136,655
Net income
-$74,386
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