Civic Intelligence

Betty E Margulis and Harry L Margulis Trust

EIN 52-7325569 • Ashville, OH

PO Box 5Ashville, OH 43103
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

78th percentile

28%

Higher net margin than 78% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

19th percentile

-9.7%

Faster asset growth than 19% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

104%

Faster revenue growth than 88% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$747,189

Down $79,903 (-9.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$747,189

Down $79,903 (-9.7%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin78th percentile

Revenue

Up

$28,321

Up $14,463 (+104%) from 2023

Expenses

Down

$20,493

Down $9,837 (-32%) from 2023

Net Income

Up

$7,828

Up $24,300 (+148%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

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

$1.0M$500K$0Assets 2011: $974,963Liabilities 2011: $02011Assets 2012: $895,465Liabilities 2012: $02012Assets 2013: $760,172Liabilities 2013: $02013Assets 2014: $966,830Liabilities 2014: $02014Assets 2015: $890,230Liabilities 2015: $02015Assets 2019: $886,163Liabilities 2019: $02019Assets 2020: $867,332Liabilities 2020: $0Net Assets 2020: $867,3322020Assets 2021: $868,198Liabilities 2021: $0Net Assets 2021: $868,1982021Assets 2022: $807,534Liabilities 2022: $0Net Assets 2022: $807,5342022Assets 2023: $827,092Liabilities 2023: $0Net Assets 2023: $827,0922023Assets 2024: $747,189Liabilities 2024: $0Net Assets 2024: $747,1892024

Highlighted filing

2024

Assets$747,189
Liabilities$0
Net Assets$747,189
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2011: $27,116Expenses 2011: $47,121Net Income 2011: -$20,0052011Revenue 2012: $22,459Expenses 2012: $43,272Net Income 2012: -$20,8132012Revenue 2013: $14,276Expenses 2013: $45,470Net Income 2013: -$31,1942013Revenue 2014: $17,609Expenses 2014: $44,634Net Income 2014: -$27,0252014Revenue 2015: $13,390Expenses 2015: $72,870Net Income 2015: -$59,4802015Revenue 2019: $27,918Expenses 2019: $48,337Net Income 2019: -$20,4192019Revenue 2020: $24,894Expenses 2020: $54,576Net Income 2020: -$29,6822020Revenue 2021: $12,135Expenses 2021: $35,988Net Income 2021: -$23,8532021Revenue 2022: $17,646Expenses 2022: $46,817Net Income 2022: -$29,1712022Revenue 2023: $13,858Expenses 2023: $30,330Net Income 2023: -$16,4722023Revenue 2024: $28,321Expenses 2024: $20,493Net Income 2024: $7,8282024

Highlighted filing

2024

Revenue$28,321
Expenses$20,493
Net Income$7,828
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$747,189
Liabilities
$0
Net assets
$747,189
Revenue
$28,321
Expenses
$20,493
Net income
$7,828
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.47$0.00$7.47$0.28$0.20$0.08
2023Detailed filing. Detailed filing data is available for this year.$8.27$0.00$8.27$0.14$0.30$0.16
2022Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$0.18$0.47$0.29
2021Detailed filing. Detailed filing data is available for this year.$8.68$0.00$8.68$0.12$0.36$0.24
2020Detailed filing. Detailed filing data is available for this year.$8.67$0.00$8.67$0.25$0.55$0.30
2019Summary only. Only limited summary data is available for this year.$8.86$0.00$0.28$0.48$0.20
2015Summary only. Only limited summary data is available for this year.$8.90$0.00$0.13$0.73$0.59
2014Summary only. Only limited summary data is available for this year.$9.67$0.00$0.18$0.45$0.27
2013Summary only. Only limited summary data is available for this year.$7.60$0.00$0.14$0.45$0.31
2012Summary only. Only limited summary data is available for this year.$8.95$0.00$0.22$0.43$0.21
2011Summary only. Only limited summary data is available for this year.$9.75$0.00$0.27$0.47$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOE BLOWGardnerPT$0--
Filing and Contact Details

Filer

Filer Name
Betty E Margulis and Harry L Margulis Trust
EIN
52-7325569
Phone
7409832557
Address
PO BOX 5, ASHVILLE, OH 43103

Signing Officer

Name
Leo J Hall
Title
Trustee
Phone
7409832557
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Margulis Gussler & Hall
Address
50 BORTZ ST, ASHVILLE, OH 43103
Preparer
Leo J Hall
Phone
7409832557
Raw XML Appendix240 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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OtherDecreasesSchedule/OtherDecreasesDetail/Desc2a SIGNIFICANT SALE OF THE STOCK AT AUCTION IN LATE 2023 BROUGHT ONLY 60.18 PER SHARE
OtherDecreasesSchedule/OtherDecreasesDetail/Desc3LOSS OF VALUE
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARGULIS GUSSLER & HALL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 BORTZ ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ASHVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043103
ReturnHeader/PreparerPersonGrp/PhoneNum07409832557
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEO J HALL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-16T10:56:18-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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