Civic Intelligence

University of Cincinnati Voluntary Tiaa

EIN 31-1072144 • 501(c)9 • Cincinnati, OH

Profile

To provide survivorship benefits to eligible employees of the university of cincinnati

Johnson Trust CO 3777 West Fork RCincinnati, OH 45247

n/A

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

52nd percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

5th percentile

-201%

Higher net margin than 5% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

35th percentile

-4.6%

Faster asset growth than 35% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-13%

Faster revenue growth than 22% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$2,910,348

Down $141,264 (-4.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$2,910,348

Down $141,264 (-4.6%) from 2023

Operations
Liabilities / Revenue52nd percentileNet Margin5th percentile

Revenue

Down

$70,084

Down $10,057 (-13%) from 2023

Expenses

Down

$210,972

Down $25,505 (-11%) from 2023

Net Income

Up

-$140,888

Up $15,448 (+9.9%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2020: $3,164,489Liabilities 2020: $0Net Assets 2020: $3,164,4892020Assets 2021: $3,203,454Liabilities 2021: $0Net Assets 2021: $3,203,4542021Assets 2022: $3,207,867Liabilities 2022: $0Net Assets 2022: $3,207,8672022Assets 2023: $3,051,612Liabilities 2023: $0Net Assets 2023: $3,051,6122023Assets 2024: $2,910,348Liabilities 2024: $0Net Assets 2024: $2,910,3482024

Highlighted filing

2024

Assets$2,910,348
Liabilities$0
Net Assets$2,910,348
Open 2024 Filing

Operations Trend

Revenue Growth22nd percentile

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

$400K$200K$0-$200KRevenue 2020: $174,120Expenses 2020: $309,414Net Income 2020: -$135,2942020Revenue 2021: $262,019Expenses 2021: $225,492Net Income 2021: $36,5272021Revenue 2022: $209,542Expenses 2022: $210,989Net Income 2022: -$1,4472022Revenue 2023: $80,141Expenses 2023: $236,477Net Income 2023: -$156,3362023Revenue 2024: $70,084Expenses 2024: $210,972Net Income 2024: -$140,8882024

Highlighted filing

2024

Revenue$70,084
Expenses$210,972
Net Income-$140,888
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,910,348
Liabilities
$0
Net assets
$2,910,348
Revenue
$70,084
Expenses
$210,972
Net income
-$140,888
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.07$0.21$0.14
2023Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.08$0.24$0.16
2022Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.21$0.21$0.00
2021Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.26$0.23$0.04
2020Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.17$0.31$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 30, 2025
Return Version
2024v5.1
Gross Receipts
$1,096,316
Mission and Program Overview

Mission

To provide survivorship benefits to eligible employees of the university of cincinnati

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,051,372$2,910,082▼ $141,290
Cash and Non-Interest-Bearing Accounts$240$266▲ $26
Total Assets$3,051,612$2,910,348▼ $141,264
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,051,612$2,910,348▼ $141,264
Total Net Assets Fund Balance$3,051,612$2,910,348▼ $141,264
Total Liabilities and Net Assets / Fund Balance$3,051,612$2,910,348▼ $141,264
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Barbara CarterBoard Member
Dan GottliebBoard Member
Jonathan KamholtzBoard Member
Julie MenchenBoard Member
Lawrence JostBoard Member
Sharon PurteeBoard Member
Timothy SaleBoard Member
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$70,084
Other Revenue
$0
Change in Net Assets
$-140,888
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$66,015
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$144,957--$144,957
Fees for Services Legal-$40,631-$40,631
Fees for Service Investment Mgmnt Fees-$13,434-$13,434
Insurance-$9,351-$9,351
Fees for Services Accounting-$2,212-$2,212
All Other Expenses-$381-$381
Interest-$6-$6
Total Functional Expenses$144,957$66,015$0$210,972
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
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 8B

“There are no committees authorized to act on behalf of the governing body.”

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

“The form 990 is reviewed by the trustee before it is filed.”

Form 990, Page 6, Part VI, Line 19

“This organization does not make its governing documents, conflict of interest policy, and financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
University of Cincinnati Voluntary Tiaa
EIN
31-1072144
Phone
5136613100
Address
JOHNSON TRUST CO 3777 WEST FORK R, CINCINNATI, OH 45247

Signing Officer

Name
Johnson Trust Company
Title
Trustee
Phone
5136613100
Signed
2025-04-30
Discuss with paid preparer
Yes

Organization Details

Formed
1983
Legal Domicile
Oh
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Fiduciary Tax Services LLC
Address
10796 GRAND PRAIRIE LANE, STRONGSVILLE, OH 44136
Preparer
Jeff Maslanich
Phone
4408298710
Supplemental Narrative

Additional Explanations

Part V, line 1A

“This trust issued 5 1099Rs to the recipients of the survivorship benefits to former UC employees. This trust also issued 2 1099NEC to a law firm for legal expenses incurred.”

Explanation for Form 990, Part XI, Line 9

“Timing differences, roc adjustments, etc. ($376)”

Raw XML Appendix285 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.

Path#Value
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
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IRS990/GamingActivitiesInd0false
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IRS990/GrantToRelatedPersonInd0false
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IRS990/IndependentVotingMemberCnt08
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/IRPDocumentCnt07
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0This trust issued 5 1099Rs to the recipients of the survivorship benefits to former UC employees. This trust also issued 2 1099NEC to a law firm for legal expenses incurred.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED BY THE TRUSTEE BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THIS ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TIMING DIFFERENCES, ROC ADJUSTMENTS, ETC. ($376)
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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/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-30
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-06T16:01:23-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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