Civic Intelligence

Henry L and Geraldine D Metzger Charitable Tr

990PF • Fiscal year 2013 • EIN 81-6127516

Jan 01, 2013 to Dec 31, 2013 • Filed on May 27, 2014

C/O Steve Sheridan 8800 Lyra Dr No450Westerville, OH 43240

(614) 340-6677

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

8th percentile

-64%

Higher net margin than 8% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

48th percentile

$2,231

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

65th percentile

6.1%

Faster asset growth than 65% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$1,597,941

Up $91,269 (+6.1%) from 2012

Net Assets

Up

$1,597,941

Up $91,269 (+6.1%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue

$58,815

No earlier filing loaded for comparison.

Expenses

Down

$96,737

Down $1,543 (-1.6%) from 2012

Net Income

-$37,922

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,548,234Liabilities 2010: $0Net Assets 2010: $1,548,2342010Assets 2011: $1,474,792Liabilities 2011: $50,000Net Assets 2011: $1,424,7922011Assets 2012: $1,506,672Liabilities 2012: $0Net Assets 2012: $1,506,6722012Assets 2013: $1,597,941Liabilities 2013: $1Net Assets 2013: $1,597,9412013Assets 2014: $1,497,333Liabilities 2014: $1Net Assets 2014: $1,497,3332014Assets 2015: $1,357,371Liabilities 2015: $1Net Assets 2015: $1,357,3712015Assets 2016: $1,367,482Liabilities 2016: $0Net Assets 2016: $1,367,4822016Assets 2017: $1,468,636Liabilities 2017: $0Net Assets 2017: $1,468,6362017Assets 2018: $1,310,093Liabilities 2018: $0Net Assets 2018: $1,310,0932018Assets 2019: $1,278,722Liabilities 2019: $1Net Assets 2019: $1,278,7222019Assets 2020: $1,245,400Liabilities 2020: $1Net Assets 2020: $1,245,4002020Assets 2021: $70,446Liabilities 2021: $1Net Assets 2021: $70,4462021Assets 2022: $1,529Liabilities 2022: $0Net Assets 2022: $1,5292022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2013

Assets$1,597,941
Liabilities$1
Net Assets$1,597,941

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $78,5412010Expenses 2011: $97,6212011Expenses 2012: $98,2802012Revenue 2013: $58,815Expenses 2013: $96,737Net Income 2013: -$37,9222013Revenue 2014: $96,438Expenses 2014: $116,103Net Income 2014: -$19,6652014Revenue 2015: $41,576Expenses 2015: $88,366Net Income 2015: -$46,7902015Revenue 2016: $23,201Expenses 2016: $105,626Net Income 2016: -$82,4252016Revenue 2017: $61,764Expenses 2017: $77,412Net Income 2017: -$15,6482017Revenue 2018: $66,489Expenses 2018: $89,820Net Income 2018: -$23,3312018Revenue 2019: $50,370Expenses 2019: $81,741Net Income 2019: -$31,3712019Revenue 2020: $57,254Expenses 2020: $90,576Net Income 2020: -$33,3222020Revenue 2021: $269,798Expenses 2021: $1,585,901Net Income 2021: -$1,316,1032021Revenue 2022: $20Expenses 2022: $68,937Net Income 2022: -$68,9172022Revenue 2023: $3,760Expenses 2023: $5,289Net Income 2023: -$1,5292023

Highlighted filing

2013

Revenue$58,815
Expenses$96,737
Net Income-$37,922
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 27, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALBERT SHERIDANTrustee-$2,112$119$2,231
PHILIP SHERIDANTrustee-$1,862-$1,862
STEPHEN SHERIDANTrustee-$1,862-$1,862
FORREST WOODALLTrustee-$1,862-$1,862
Filing and Contact Details

Filer

EIN
81-6127516
Phone
6143406677

Signing Officer

Name
Stephen Sheridan
Title
Trustee
Phone
6143406677
Signed
2014-05-27
Discuss with paid preparer
Yes

Preparer

Preparer
Nancy Kirchner
Phone
6148852583
Raw XML Appendix366 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/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0STEPHEN A SHERIDAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine108800 LYRA DRIVE SUITE 450
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0COLUMBUS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode043240
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06143406677
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt046000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNIVERSITY SUPPORT AND SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT OF ORGANIZATION'S MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT OF ORGANIZATION'S MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUPPORT OF ORGANIZATION'S MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10OHIO NORTHERN UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11SOME SO OTHERS MIGHT EAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12HOLY TRINITY CAPITAL CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13MARTHA'S TABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10525 S MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine112114 14TH STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine123513 36TH STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine132114 14TH STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0ADA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode045810
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode120009
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode220007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode320009
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt076000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01935
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt074065
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt077103
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt076000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt075168
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt074065
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISC FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2EXPENSE REIMBURSEMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt039
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1156
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2119
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0655
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt18
OtherIncomeSchedule2/OtherIncomeDetail/Desc0RHDK OIL & GAS LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MASS MUTUAL
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0655
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt18
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0655
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt18
OtherIncreasesSchedule/OtherIncreasesDetail/Amount0128727
OtherIncreasesSchedule/OtherIncreasesDetail/Amount1464
OtherIncreasesSchedule/OtherIncreasesDetail/Description0NET CHANGE IN UNREALIZED LOSS ON INVESTMENTS
OtherIncreasesSchedule/OtherIncreasesDetail/Description1FEDERAL TAX PAYMENTS
TaxesSchedule/TaxesDetail/Amt00
TaxesSchedule/TaxesDetail/Amt1200
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1OHIO
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0481
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN SHERIDAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06143406677
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-27
ReturnHeader/Filer/BusinessName/BusinessNameLine10HENRY L & GERALDINE D METZGER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0METZ
ReturnHeader/Filer/EIN0816127516
ReturnHeader/Filer/PhoneNum06143406677
ReturnHeader/Filer/USAddress/AddressLine10C/O STEVE SHERIDAN 8800 LYRA DR NO
ReturnHeader/Filer/USAddress/AddressLine20450
ReturnHeader/Filer/USAddress/City0COLUMBUS
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode043240
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351178661
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BLUE & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine108800 LYRA DRIVE SUITE 450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode043240
ReturnHeader/PreparerPersonGrp/PhoneNum06148852583
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NANCY KIRCHNER
ReturnHeader/ReturnTs02014-06-11T13:31:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.01$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.07$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.27$1.59$1.32
2020Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.06$0.09$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.05$0.08$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.07$0.09$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.06$0.08$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.02$0.11$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.04$0.09$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.10$0.12$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.06$0.10$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.47$0.05$1.42$0.10
2010Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.08