Civic Intelligence

The Sandra L Gross Family Foundation

EIN 20-8419458 • Cincinnati, OH

Pub. 78 Eligible
9435 Waterstone Blvd 390Cincinnati, OH 45249
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

41st percentile

-2.9%

Higher net margin than 41% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

41st percentile

-8.0%

Faster asset growth than 41% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$40,534

Down $3,504 (-8.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$40,534

Down $3,504 (-8.0%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin41st percentile

Revenue

Up

$121,503

Up $16,839 (+16%) from 2023

Expenses

Up

$125,007

Up $25,007 (+25%) from 2023

Net Income

Down

-$3,504

Down $8,168 (-175%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$800K$600K$400K$200K$0Assets 2010: $753,628Liabilities 2010: $0Net Assets 2010: $753,6282010Assets 2011: $566,305Liabilities 2011: $12011Assets 2012: $350,428Liabilities 2012: $12012Assets 2013: $247,015Liabilities 2013: $0Net Assets 2013: $247,0152013Assets 2014: $294,212Liabilities 2014: $0Net Assets 2014: $294,2122014Assets 2015: $271,774Liabilities 2015: $0Net Assets 2015: $271,7742015Assets 2016: $270,933Liabilities 2016: $0Net Assets 2016: $270,9332016Assets 2017: $244,246Liabilities 2017: $0Net Assets 2017: $244,2462017Assets 2018: $181,995Liabilities 2018: $0Net Assets 2018: $181,9952018Assets 2019: $100,362Liabilities 2019: $0Net Assets 2019: $100,3622019Assets 2020: $84,750Liabilities 2020: $0Net Assets 2020: $84,7502020Assets 2021: $111,335Liabilities 2021: $0Net Assets 2021: $111,3352021Assets 2022: $39,374Liabilities 2022: $0Net Assets 2022: $39,3742022Assets 2023: $44,038Liabilities 2023: $0Net Assets 2023: $44,0382023Assets 2024: $40,534Liabilities 2024: $0Net Assets 2024: $40,5342024

Highlighted filing

2024

Assets$40,534
Liabilities$0
Net Assets$40,534
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $41,4322010Revenue 2011: $90,747Expenses 2011: $213,933Net Income 2011: -$123,1862011Revenue 2012: $159,384Expenses 2012: $439,396Net Income 2012: -$280,0122012Revenue 2013: $82,198Expenses 2013: $189,395Net Income 2013: -$107,1972013Revenue 2014: $492,173Expenses 2014: $128,911Net Income 2014: $363,2622014Revenue 2015: $54,121Expenses 2015: $76,559Net Income 2015: -$22,4382015Revenue 2016: $588,185Expenses 2016: $109,143Net Income 2016: $479,0422016Revenue 2017: $178,197Expenses 2017: $204,884Net Income 2017: -$26,6872017Revenue 2018: $428,557Expenses 2018: $235,221Net Income 2018: $193,3362018Revenue 2019: $221,614Expenses 2019: $303,247Net Income 2019: -$81,6332019Revenue 2020: $103,823Expenses 2020: $119,435Net Income 2020: -$15,6122020Revenue 2021: $260,968Expenses 2021: $286,311Net Income 2021: -$25,3432021Revenue 2022: $141,473Expenses 2022: $1,116,112Net Income 2022: -$974,6392022Revenue 2023: $104,664Expenses 2023: $100,000Net Income 2023: $4,6642023Revenue 2024: $121,503Expenses 2024: $125,007Net Income 2024: -$3,5042024

Highlighted filing

2024

Revenue$121,503
Expenses$125,007
Net Income-$3,504
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$40,534
Liabilities
$0
Net assets
$40,534
Revenue
$121,503
Expenses
$125,007
Net income
-$3,504
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.12$0.13$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.10$0.10$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.14$1.12$0.97
2021Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.26$0.29$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.10$0.12$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.22$0.30$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.43$0.24$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.18$0.20$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.59$0.11$0.48
2015Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.05$0.08$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.49$0.13$0.36
2013Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.08$0.19$0.11
2012Summary only. Only limited summary data is available for this year.$0.35$0.00$0.16$0.44$0.28
2011Summary only. Only limited summary data is available for this year.$0.57$0.00$0.09$0.21$0.12
2010Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDRA L GROSSPresident-$0--
ANTHONY SCHWEIERTreasurer-$0--
CAMDEN MCCLUNGSecretary-$0--
BLYTHE A R GROSS HUTTONDirector-$0--
MATILDA CLO GROSS HUTTONDirector-$0--
ASTRID S GROSS HUTTONDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Sandra L Gross Family Foundation
EIN
20-8419458
Phone
5137856060
Address
9435 WATERSTONE BLVD 390, CINCINNATI, OH 45249

Signing Officer

Name
Sandra Gross
Title
President
Phone
5137856060
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Clark Schaefer Hackett & Co
Address
1 EAST 4TH STREET, CINCINNATI, OH 45202
Preparer
Mark H Gaudet CPA
Phone
5132413111
Raw XML Appendix325 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/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0122750
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0122750
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SANDRA GROSS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04985 WALNUT WOODS LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CINCINNATI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd045243
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05137856060
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/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THE TRUST ACCEPTS WRITTEN APPLICATIONS FROM ORGANIZATIONS EXEMPT FROM TAX UNDER I.R.C. 509(A)(1), (2) OR (3). APPLICATIONS RECEIVED FROM OTHER ORGANIZATIONS OR FROM ANY INDIVIDUAL(S) WILL NOT BE CONSIDERED. THE APPLICATION MUST BE ACCOMPANIED BY A COPY OF THE EXEMPTED ORGANIZATION'S INTERNAL REVENUE SERVICE DETERMINATION LETTER REGARDING ITS CLASSIFICATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SANDRA GROSS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05132413111
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt04985 WALNUT WOODS LANE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd045243
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0IN AWARDING GRANTS, THE TRUST GIVES PREFERENCES TO THE ORGANIZATIONS WITH ACTIVITIES IN THE GREATER CINCINNATI AREA. GRANTS ARE GENERALLY RESTRICTED TO THE FIELDS OF RELIGION, EDUCATION, MEDICAL AND COMMUNITY PROJECTS. HOWEVER, TO THE EXTENT FUNDS ARE AVAILABLE, GRANTS MAY BE MADE FOR OTHER PROJECTS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APPLICATIONS ACCEPTED AT ANY TIME.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0121000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE NEW SCHOOL MONTESSORI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03 BURTON WOODS LN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045229
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0121000
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/AppliedToCurrentYearAmt038536
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt038536
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt057622
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01024992
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0187512
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt031754
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0210409
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0210409
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01386094
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt084214
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt057622
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01024992
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0187512
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt031754
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0122750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt084214
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01596503
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01512289
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt0507
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDRA GROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05137856060
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SANDRA L GROSS FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FKA THE GROSS/HUTTON FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GROS
ReturnHeader/Filer/EIN0208419458
ReturnHeader/Filer/PhoneNum05137856060
ReturnHeader/Filer/USAddress/AddressLine1Txt09435 WATERSTONE BLVD 390
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045249
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310800053
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLARK SCHAEFER HACKETT & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 EAST 4TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045202
ReturnHeader/PreparerPersonGrp/PhoneNum05132413111
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK H GAUDET CPA
ReturnHeader/ReturnTs02025-05-14T09:36:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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