Civic Intelligence

Suzanne Graves Trust Under Will

990 • Fiscal year 2018 • EIN 61-6495269

Jan 01, 2018 to Dec 31, 2018 • Filed on May 03, 2019

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

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

22nd percentile

-9.0%

Higher net margin than 22% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

37th percentile

$12,538

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 10.9% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

44th percentile

-0.4%

Faster asset growth than 44% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

62nd percentile

9.2%

Faster revenue growth than 62% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$2,325,095

Down $10,372 (-0.4%) from 2017

Net Assets

Down

$2,325,095

Down $10,372 (-0.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin22nd percentile

Revenue

Up

$115,008

Up $9,674 (+9.2%) from 2017

Expenses

Down

$125,352

Down $14,331 (-10%) from 2017

Net Income

Up

-$10,344

Up $24,005 (+70%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2018

Assets$2,325,095
Liabilities$0
Net Assets$2,325,095
Open 2018 Filing

Operations Trend

Revenue Growth62nd 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

2018

Revenue$115,008
Expenses$125,352
Net Income-$10,344
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 3, 2019
Return Version
2018v3.0
Gross Receipts
$115,008
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$2,335,467$2,325,095▼ $10,372
Investments in Publicly Traded Securities$2,275,510$2,275,510→ $0
Savings and Temporary Cash Investments$59,957$49,585▼ $10,372
Total Assets$2,335,467$2,325,095▼ $10,372
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,335,467$2,325,095▼ $10,372
Total Liabilities and Net Assets / Fund Balance$2,335,467$2,325,095▼ $10,372
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleBaseTotal
-Trustee$12,538$12,538
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$115,008
Other Revenue
$0
Change in Net Assets
$-10,344
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$108,754
Salaries, Compensation, and Employee Benefits$12,538
Other Expenses$4,060
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$108,754--$108,754
Current Officers, Directors, Trustees, and Key Employees-$12,538-$12,538
All Other Expenses-$3,417-$3,417
Fees for Services Accounting-$643-$643
Total Functional Expenses$108,754$16,598$0$125,352
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 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 Pattellos Jr
Title
Trust Officer
Phone
7403493772
Signed
2019-05-03
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

“2018 income tax effective in 2017 $68.49 ; 2019 income tax effective in 2018 ($96.57)”

Raw XML Appendix275 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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IRS990/GrantsToIndividualsInd0false
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02275510
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-28
IRS990/PartialLiquidationInd0false
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IRS990/ProfessionalFundraisingInd0false
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IRS990/PYGrantsAndSimilarPaidAmt0122949
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IRS990/PYRevenuesLessExpensesAmt0-34349
IRS990/PYSalariesCompEmpBnftPaidAmt012696
IRS990/PYTotalExpensesAmt0139683
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IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-10344
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
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IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02335467
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt059957
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IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
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IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
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IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0108754
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/ExplanationTxt32018 INCOME TAX EFFECTIVE IN 2017 $68.49 ; 2019 INCOME TAX EFFECTIVE IN 2018 ($96.57)
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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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD J PATTELLOS JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trust Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum07403493772
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUZANNE GRAVES TRUST UNDER WILL
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ReturnHeader/Filer/EIN0616495269
ReturnHeader/Filer/PhoneNum07403493772
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ReturnHeader/Filer/USAddress/CityNm0NEWARK
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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/PreparationDt02019-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOAK A PFAFF
ReturnHeader/ReturnTs02019-05-09T17:01:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,325,095
Liabilities
$0
Net assets
$2,325,095
Revenue
$115,008
Expenses
$125,352
Net income
-$10,344
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