Civic Intelligence

Suzanne Graves Trust Under Will

990 • Fiscal year 2020 • EIN 61-6495269

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 26, 2021

Organization ProfileN/A
PO Box 3500Newark, OH 43058-3500

(740) 349-3772

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

32nd percentile

-2.2%

Higher net margin than 32% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

31st percentile

-0.1%

Faster asset growth than 31% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

51st percentile

1.6%

Faster revenue growth than 51% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$2,317,500

Down $2,701 (-0.1%) from 2019

Net Assets

Down

$2,317,500

Down $2,701 (-0.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin32nd percentile

Revenue

Up

$124,230

Up $1,904 (+1.6%) from 2019

Expenses

Down

$126,991

Down $266 (-0.2%) from 2019

Net Income

Up

-$2,761

Up $2,170 (+44%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2016: $2,369,861Liabilities 2016: $0Net Assets 2016: $2,369,8612016Assets 2017: $2,335,467Liabilities 2017: $0Net Assets 2017: $2,335,4672017Assets 2018: $2,325,095Liabilities 2018: $0Net Assets 2018: $2,325,0952018Assets 2019: $2,320,201Liabilities 2019: $0Net Assets 2019: $2,320,2012019Assets 2020: $2,317,500Liabilities 2020: $0Net Assets 2020: $2,317,5002020Assets 2021: $2,396,723Liabilities 2021: $0Net Assets 2021: $2,396,7232021Assets 2022: $2,364,286Liabilities 2022: $0Net Assets 2022: $2,364,2862022Assets 2023: $2,329,045Liabilities 2023: $0Net Assets 2023: $2,329,0452023Assets 2024: $2,303,521Liabilities 2024: $0Net Assets 2024: $2,303,5212024

Highlighted filing

2020

Assets$2,317,500
Liabilities$0
Net Assets$2,317,500
Open 2020 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2016: $105,772Expenses 2016: $117,759Net Income 2016: -$11,9872016Revenue 2017: $105,334Expenses 2017: $139,683Net Income 2017: -$34,3492017Revenue 2018: $115,008Expenses 2018: $125,352Net Income 2018: -$10,3442018Revenue 2019: $122,326Expenses 2019: $127,257Net Income 2019: -$4,9312019Revenue 2020: $124,230Expenses 2020: $126,991Net Income 2020: -$2,7612020Revenue 2021: $214,184Expenses 2021: $134,955Net Income 2021: $79,2292021Revenue 2022: $133,799Expenses 2022: $165,844Net Income 2022: -$32,0452022Revenue 2023: $126,332Expenses 2023: $161,555Net Income 2023: -$35,2232023Revenue 2024: $139,518Expenses 2024: $161,646Net Income 2024: -$22,1282024

Highlighted filing

2020

Revenue$124,230
Expenses$126,991
Net Income-$2,761
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 26, 2021
Return Version
2020v4.0
Gross Receipts
$124,230
Mission and Program Overview

Mission

Maintenance and upkeep for First Baptist Church of Newark

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,320,201$2,317,500▼ $2,701
Investments in Publicly Traded Securities$2,275,510$2,275,510→ $0
Savings and Temporary Cash Investments$44,691$41,990▼ $2,701
Total Assets$2,320,201$2,317,500▼ $2,701
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,320,201$2,317,500▼ $2,701
Total Liabilities and Net Assets / Fund Balance$2,320,201$2,317,500▼ $2,701
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$124,230
Other Revenue
$0
Change in Net Assets
$-2,761
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$113,381
Salaries, Compensation, and Employee Benefits$13,334
Other Expenses$276
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$113,381--$113,381
Current Officers, Directors, Trustees, and Key Employees$13,334--$13,334
Fees for Services Other$276--$276
Total Functional Expenses$126,991$0$0$126,991
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“A copy of the return is available online for trustee to view.”

Form 990, Page 6, Part VI, Line 18

“Park National BankP O Box 3500, Newark, OH 43058”

Form 990, Page 6, Part VI, Line 19

“Contact Park National Bank”

Filing and Contact Details

Filer

Filer Name
Suzanne Graves Trust Under Will
EIN
61-6495269
Phone
7403493772
Address
PO BOX 3500, NEWARK, OH 43058-3500

Signing Officer

Name
Richard J Patellos Jr
Title
Trust Officer
Phone
7403493772
Signed
2021-04-26
Discuss with paid preparer
Yes

Organization Details

Formed
2014
Legal Domicile
Oh
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Doak a Pfaff
Phone
6142327288
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing adjustments ($59.98)”

Raw XML Appendix268 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.

Path#Value
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IRS990/BooksInCareOfDetail/PhoneNum07403493772
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IRS990/CYOtherExpensesAmt0276
IRS990/CYOtherRevenueAmt00
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IRS990/CYRevenuesLessExpensesAmt0-2761
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IRS990/CYTotalExpensesAmt0126991
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IRS990/DescribedInSection501c3Ind0true
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IRS990/EmployeeCnt00
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd0false
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IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt04312
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt0113381
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0113381
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0113381
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04312
IRS990/GrossReceiptsAmt0124230
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0119918
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0119918
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02275510
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02275510
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Maintenance and upkeep for First Baptist Church of Newark
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02320201
IRS990/NetAssetsOrFundBalancesEOYAmt02317500
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04312
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0SUZANNE GRAVES TUW
IRS990/PriorPeriodAdjustmentsAmt060
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0112570
IRS990/PYInvestmentIncomeAmt0122326
IRS990/PYOtherExpensesAmt0252
IRS990/PYRevenuesLessExpensesAmt0-4931
IRS990/PYSalariesCompEmpBnftPaidAmt014435
IRS990/PYTotalExpensesAmt0127257
IRS990/PYTotalRevenueAmt0122326
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-2761
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02320201
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02317500
IRS990/SavingsAndTempCashInvstGrp/BOYAmt044691
IRS990/SavingsAndTempCashInvstGrp/EOYAmt041990
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0314379464
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0113381
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0First Baptist Church
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0113381
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy of the return is available online for trustee to view.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Park National BankP O Box 3500, Newark, OH 43058
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Contact Park National Bank
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MUTUAL FUND TIMING ADJUSTMENTS ($59.98)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD J PATELLOS JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trust Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum07403493772
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUZANNE GRAVES TRUST UNDER WILL
ReturnHeader/Filer/BusinessNameControlTxt0SUZA
ReturnHeader/Filer/EIN0616495269
ReturnHeader/Filer/PhoneNum07403493772
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3500
ReturnHeader/Filer/USAddress/CityNm0NEWARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0430583500
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 YARD STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRANDVIEW HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043212
ReturnHeader/PreparerPersonGrp/PhoneNum06142327288
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOAK A PFAFF
ReturnHeader/ReturnTs02021-04-27T11:00:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,317,500
Liabilities
$0
Net assets
$2,317,500
Revenue
$124,230
Expenses
$126,991
Net income
-$2,761
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.14$0.16$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.13$0.16$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.13$0.17$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.21$0.13$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.12$0.13$0.00
2019Summary only. Only limited summary data is available for this year.$2.32$0.00$2.32$0.12$0.13$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.12$0.13$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.11$0.14$0.03
2016Summary only. Only limited summary data is available for this year.$2.37$0.00$2.37$0.11$0.12$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $1M-$5M nonprofits