Civic Intelligence

Ag May FBO Trinity UMC Iua

EIN 26-6251132 • 501(c)3 • Cincinnati, OH

Profile

Trust assets are invested to provide income to support organizations named in the governing document

PO Box 630858Cincinnati, OH 45263-0858

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

86th percentile

39%

Higher net margin than 86% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

59th percentile

$19,672

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 14.6% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

57th percentile

6.2%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

43%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$896,921

Up $52,584 (+6.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$896,921

Up $52,584 (+6.2%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin86th percentile

Revenue

Up

$134,893

Up $40,311 (+43%) from 2023

Expenses

Up

$81,869

Up $908 (+1.1%) from 2023

Net Income

Up

$53,024

Up $39,403 (+289%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$1.0M$500K$0Assets 2019: $846,031Liabilities 2019: $0Net Assets 2019: $846,0312019Assets 2020: $843,352Liabilities 2020: $0Net Assets 2020: $843,3522020Assets 2021: $898,070Liabilities 2021: $0Net Assets 2021: $898,0702021Assets 2022: $830,942Liabilities 2022: $0Net Assets 2022: $830,9422022Assets 2023: $844,337Liabilities 2023: $0Net Assets 2023: $844,3372023Assets 2024: $896,921Liabilities 2024: $0Net Assets 2024: $896,9212024

Highlighted filing

2024

Assets$896,921
Liabilities$0
Net Assets$896,921
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

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

$200K$100K$0-$100KRevenue 2019: $57,659Expenses 2019: $76,719Net Income 2019: -$19,0602019Revenue 2020: $81,368Expenses 2020: $82,490Net Income 2020: -$1,1222020Revenue 2021: $140,744Expenses 2021: $84,769Net Income 2021: $55,9752021Revenue 2022: $25,497Expenses 2022: $91,372Net Income 2022: -$65,8752022Revenue 2023: $94,582Expenses 2023: $80,961Net Income 2023: $13,6212023Revenue 2024: $134,893Expenses 2024: $81,869Net Income 2024: $53,0242024

Highlighted filing

2024

Revenue$134,893
Expenses$81,869
Net Income$53,024
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$896,921
Liabilities
$0
Net assets
$896,921
Revenue
$134,893
Expenses
$81,869
Net income
$53,024
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.97$0.00$8.97$1.35$0.82$0.53
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.44$0.00$8.44$0.95$0.81$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.31$0.00$8.31$0.25$0.91$0.66
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.98$0.00$8.98$1.41$0.85$0.56
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.43$0.00$8.43$0.81$0.82$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.46$0.00$8.46$0.58$0.77$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 24, 2025
Return Version
2024v5.1
Gross Receipts
$400,978
Mission and Program Overview

Mission

Trust assets are invested to provide income to support organizations named in the governing document

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds-$896,921-
Cap Stk Tr Prin Current Funds$844,337--
Investments in Publicly Traded Securities$799,790--
Investments Other Securities-$323,523-
Savings and Temporary Cash Investments$44,546$43,384▼ $1,162
Cash and Non-Interest-Bearing Accounts$1--
Total Assets$844,337$896,921▲ $52,584
Other Assets Total-$530,014-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$844,337$896,921▲ $52,584
Total Liabilities and Net Assets / Fund Balance$844,337$896,921▲ $52,584
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleBaseTotal
Fifth Third Bank N aTrustee$19,672$19,672
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$134,893
Other Revenue
$0
Change in Net Assets
$53,024
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$60,450
Salaries, Compensation, and Employee Benefits$19,672
Other Expenses$1,747
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$60,450--$60,450
Current Officers, Directors, Trustees, and Key Employees$2,951$16,721-$19,672
Fees for Services Accounting-$1,470-$1,470
Other Expenses-$7-$7
Total Functional Expenses$63,401$18,468$0$81,869
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trinity United Methodist ChurchEvansville, IN501(c)(3)Grant$60,450
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
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

FORM 990 PART VI, LINE 8A and 8B

“The foundation oversight council conducts meetings for all foundations where fifth third is the sole trustee. Each foundation holds at least one annual meeting and the minutes of the meeting are documented and saved”

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

“Form 990 is reviewed by a tax officer of the trustee”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“At each annual meeting the members of the trustee oversight council prepared and disclosed annual conflict of interests. As grantee organizations were discussed a trustee member would recuse themselves from voting if a conflict was present and the conflict would be noted in the minutes. At this time no member has a conflict of interest with the grantees of the ag may fbo trinity umc iua.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Ag May Fbo Trinity Umc Iua
EIN
26-6251132
Phone
5135345310
Address
PO BOX 630858, CINCINNATI, OH 45263-0858

Signing Officer

Name
Matthew Carothers
Title
Trustee
Phone
5135345310
Signed
2025-04-24
Discuss with paid preparer
Yes

Organization Details

Formed
2007
Legal Domicile
In
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Derek Mastic
Phone
4126447407
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“2024 transactions posted in 2025 of ($994.82). 2023 transactions posted in 2024 of $579, sales found update of ($23.12) and rounding of ($2).”

Raw XML Appendix329 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/FormationYr02007
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IRS990/GrantAmt060450
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IRS990/GrantsToOrganizationsInd0true
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0323523
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IRS990/IRPDocumentCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0266085
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IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0Trust assets are invested to provide income to support organizations named in the governing document
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0844337
IRS990/NetAssetsOrFundBalancesEOYAmt0896921
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0104007
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt0530014
IRS990/OtherChangesInNetAssetsAmt0-440
IRS990/OtherExpensesGrp/Desc0FOREIGN TAX PAID
IRS990/OtherExpensesGrp/Desc1ADR EXPENSES
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IRS990/PartialLiquidationInd0false
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IRS990/PoliticalCampaignActyInd0false
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IRS990/ProfessionalFundraisingInd0false
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IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt061900
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IRS990/PYSalariesCompEmpBnftPaidAmt017399
IRS990/PYTotalExpensesAmt080961
IRS990/PYTotalRevenueAmt094582
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt053024
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION OVERSIGHT COUNCIL CONDUCTS MEETINGS FOR ALL FOUNDATIONS WHERE FIFTH THIRD IS THE SOLE TRUSTEE. EACH FOUNDATION HOLDS AT LEAST ONE ANNUAL MEETING AND THE MINUTES OF THE MEETING ARE DOCUMENTED AND SAVED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY A TAX OFFICER OF THE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT EACH ANNUAL MEETING THE MEMBERS OF THE TRUSTEE OVERSIGHT COUNCIL PREPARED AND DISCLOSED ANNUAL CONFLICT OF INTERESTS. AS GRANTEE ORGANIZATIONS WERE DISCUSSED A TRUSTEE MEMBER WOULD RECUSE THEMSELVES FROM VOTING IF A CONFLICT WAS PRESENT AND THE CONFLICT WOULD BE NOTED IN THE MINUTES. AT THIS TIME NO MEMBER HAS A CONFLICT OF INTEREST WITH THE GRANTEES OF THE AG MAY FBO TRINITY UMC IUA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt42024 TRANSACTIONS POSTED IN 2025 OF ($994.82). 2023 TRANSACTIONS POSTED IN 2024 OF $579, SALES FOUND UPDATE OF ($23.12) AND ROUNDING OF ($2).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 PART VI, LINE 8a and 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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