Civic Intelligence

Norman a Schlicklin Jr Charitable Trust

990PF • Fiscal year 2020 • EIN 52-7310058

Sep 01, 2019 to Aug 31, 2020 • Filed on Jan 27, 2021

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

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

86th percentile

44%

Higher net margin than 86% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

70th percentile

$30,000

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 20.2% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

64th percentile

9.4%

Faster asset growth than 64% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

100th percentile

926275%

Faster revenue growth than 100% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$894,214

Up $76,822 (+9.4%) from 2019

Net Assets

Up

$894,214

Up $76,822 (+9.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin86th percentile

Revenue

Up

$148,220

Up $148,204 (+926275%) from 2019

Expenses

Down

$83,064

Down $2,427 (-2.8%) from 2019

Net Income

Up

$65,156

Up $150,631 (+176%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2020

Assets$894,214
Liabilities$0
Net Assets$894,214
Open 2020 Filing

Operations Trend

Revenue Growth100th 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

2020

Revenue$148,220
Expenses$83,064
Net Income$65,156
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jan 27, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER STEWARTTrustee-$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
Phone
9377489771
Signed
2021-01-27

Preparer

Firm
Tri State Cpas Inc
Address
4 SYCAMORE CREEK DRIVE SUITE B, SPRINGBORO, OH 45066
Preparer
Timothy a Tipton
Phone
9377489771
Raw XML Appendix280 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/UndistributedIncomeGrp/AppliedToCurrentYearAmt039439
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt039439
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt030427
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt043136
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt045420
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt048445
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt071134
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt071134
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0198279
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt030851
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt030427
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt043136
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt045420
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt048445
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt070290
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt030851
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0269413
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0238562
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WIRE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt145
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07774
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt145
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt27774
OtherIncomeSchedule2/OtherIncomeDetail/Desc0JACKSON NAT'L FORM 1099-R
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0148213
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0148213
OtherIncreasesSchedule/OtherIncreasesDetail/Amt011666
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INVESTMENTS INCREASE IN VALUE
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/CategoryTxt0STATE OF OHIO
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0200
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER STEWART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09377489771
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORMAN A SCHLICKLIN JR CHARITABLE
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/PreparerFirmEIN0843555082
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRI STATE CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 SYCAMORE CREEK DRIVE SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRINGBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045066
ReturnHeader/PreparerPersonGrp/PhoneNum09377489771
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY A TIPTON
ReturnHeader/ReturnTs02021-02-13T10:33:27-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$894,214
Liabilities
$0
Net assets
$894,214
Revenue
$148,220
Expenses
$83,064
Net income
$65,156
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