Civic Intelligence

Girl Scout Trust Fund

EIN 23-7015221 • 501(c)3 • Orlando, FL

Profile

To provide support to the kentuckiana girl scout council for general purposes.

PO Box 919798Orlando, FL 32891-9798

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

83rd percentile

$3,815

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 16.9% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

57th percentile

1.3%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

21st percentile

-43%

Faster revenue growth than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$379,295

Up $24,137 (+6.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$379,295

Up $24,137 (+6.8%) from 2023

Revenue

Up

$39,405

Up $40,837 (+2852%) from 2023

Expenses

Down

$15,251

Down $10,665 (-41%) from 2023

Net Income

Up

$24,154

Up $51,502 (+188%) from 2023

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $336,137Liabilities 2012: $0Net Assets 2012: $336,1372012Assets 2014: $351,711Liabilities 2014: $0Net Assets 2014: $351,7112014Assets 2015: $319,659Liabilities 2015: $0Net Assets 2015: $319,6592015Assets 2016: $314,562Liabilities 2016: $0Net Assets 2016: $314,5622016Assets 2017: $319,256Liabilities 2017: $0Net Assets 2017: $319,2562017Assets 2018: $339,563Liabilities 2018: $0Net Assets 2018: $339,5632018Assets 2019: $334,739Liabilities 2019: $0Net Assets 2019: $334,7392019Assets 2020: $356,945Liabilities 2020: $0Net Assets 2020: $356,9452020Assets 2021: $393,109Liabilities 2021: $0Net Assets 2021: $393,1092021Assets 2022: $387,188Liabilities 2022: $0Net Assets 2022: $387,1882022Assets 2023: $355,158Liabilities 2023: $0Net Assets 2023: $355,1582023Assets 2024: $379,295Liabilities 2024: $0Net Assets 2024: $379,2952024

Highlighted filing

2024

Assets$379,295
Liabilities$0
Net Assets$379,295

Operations Trend

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

$100K$50K$0-$50KExpenses 2012: $68,6282012Revenue 2014: $32,763Expenses 2014: $28,459Net Income 2014: $4,3042014Revenue 2015: $12,542Expenses 2015: $44,468Net Income 2015: -$31,9262015Revenue 2016: $10,357Expenses 2016: $16,203Net Income 2016: -$5,8462016Revenue 2017: $20,968Expenses 2017: $16,364Net Income 2017: $4,6042017Revenue 2018: $24,537Expenses 2018: $4,660Net Income 2018: $19,8772018Revenue 2019: $12,203Expenses 2019: $16,906Net Income 2019: -$4,7032019Revenue 2020: $38,218Expenses 2020: $15,833Net Income 2020: $22,3852020Revenue 2021: $53,889Expenses 2021: $17,459Net Income 2021: $36,4302021Revenue 2022: -$537Expenses 2022: $5,054Net Income 2022: -$5,5912022Revenue 2023: -$1,432Expenses 2023: $25,916Net Income 2023: -$27,3482023Revenue 2024: $39,405Expenses 2024: $15,251Net Income 2024: $24,1542024

Highlighted filing

2024

Revenue$39,405
Expenses$15,251
Net Income$24,154

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 9, 2025
Return Version
2024v5.1
Gross Receipts
$161,321
Mission and Program Overview

Mission

To provide support to the kentuckiana girl scout council for general purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$355,158$379,295▲ $24,137
Investments in Publicly Traded Securities$334,662$377,167▲ $42,505
Savings and Temporary Cash Investments$20,496$2,128▼ $18,368
Total Assets$355,158$379,295▲ $24,137
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$355,158$379,295▲ $24,137
Total Liabilities and Net Assets / Fund Balance$355,158$379,295▲ $24,137
Compensation and Service Providers

Employees

NameTitleBaseTotal
Truist BankTrustee$4,181$4,181
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$39,405
Other Revenue
$0
Change in Net Assets
$24,154
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,000
Salaries, Compensation, and Employee Benefits$4,181
Other Expenses$1,070
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,000--$10,000
Current Officers, Directors, Trustees, and Key Employees$2,091$2,090-$4,181
Fees for Services Accounting-$1,000-$1,000
Other Expenses-$70-$70
Total Functional Expenses$12,091$3,160$0$15,251
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Girl Scouts ofLouisville, KY501(c)(3)Scholarships$10,000
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

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

The institutional trustee does not hold meetings

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

The institutional trustee does not hold meetings

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

990 provided upon request and completion

Form 990, Page 6, Part VI, Line 19

These documents are not made available to the public.

Filing and Contact Details

Filer

Filer Name
Girl Scout Trust Fund
EIN
23-7015221
Phone
3043487271
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
3043487271
Signed
2025-04-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristin Coggins
Formed
1970
Legal Domicile
Ky
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

Wash sale cost basis adjustment of ($110), 2023 sales posted in 2024 of ($9), 2023 transactions posted in 2024 of $165, 2024 transaction posted in 2025 of ($34), cost basis adjustment of ($24) and rounding of ($5).

Raw XML Appendix390 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Trust was established before 11/20/1970 and did not receive any additional contributions, grants, requests, or other transfers on or after that date. The governing instrument requires the trust to distribute all of the net income to a designated public charity and the trustee has no discretion to vary the beneficiaries or the amounts payable to the beneficiaries.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The trustees, none of which would be disqualified persons to this trust, makes annual written reports to the supported organization with respect to such trust setting forth a description of the assets of the trust including a detailed list of the income produced.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2As trustee, Truist Bank sends the supported organization trust statements regularly. Truist process transfer requests and keep the supported organization abreast of any service team changes. As trustee, Truist manages the trust investments and make distributions to the sole designated beneficiary, Kentuckiana Girl Scout Council, Inc.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3While the supported organization relies on the experience and expertise of the Institutional Trustee to invest and manage the investments in the Trust, due to the close and continuous relationship, the supported organization has a significant voice in investment decisions.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SECTION D, LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SECTION D, LINE 1, CONT'D
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Sch A Part VI Sec D Line 3
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0KENTUCKIANA INC
IRS990ScheduleI/RecipientTable/RecipientEIN0610444698
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0211 LEXINGTON ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LOUISVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0KY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd040206
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MAKES DISTRIBUTIONS TO ITS SUPPORTING ORGANIZATION IN ACCORDANCE WITH ITS TRUST DOCUMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE INSTITUTIONAL TRUSTEE DOES NOT HOLD MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE INSTITUTIONAL TRUSTEE DOES NOT HOLD MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2990 PROVIDED UPON REQUEST AND COMPLETION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WASH SALE COST BASIS ADJUSTMENT OF ($110), 2023 SALES POSTED IN 2024 OF ($9), 2023 TRANSACTIONS POSTED IN 2024 OF $165, 2024 TRANSACTION POSTED IN 2025 OF ($34), COST BASIS ADJUSTMENT OF ($24) AND ROUNDING OF ($5).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-09
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD RALEIGH
ReturnHeader/ReturnTs02025-04-18T10:01:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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