Civic Intelligence

Goering Center for Family &

EIN 31-1788609 • 501(c)3 • Cincinnati, OH

Profile

To nurture and educate family and private businesses to drive a vibrant economy.

Refreshing map…

225 Calhoun St 360Cincinnati, OH 45219-2192

www.goering.uc.edu

Siviq Scores

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

Liabilities / Assets

47th percentile

0.05x

Higher debt load relative to assets than 47% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

48th percentile

0.07x

Higher debt load relative to revenue than 48% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

63rd percentile

12%

Higher net margin than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

84th percentile

$160,397

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

73rd percentile

14%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

68th percentile

21%

Faster revenue growth than 68% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$2,061,837

Up $183,059 (+9.7%) from 2022

Liabilities

Down

$102,560

Down $10,662 (-9.4%) from 2022

Net Assets

Up

$1,959,277

Up $193,721 (+11%) from 2022

Revenue

Down

$1,554,738

Down $365,713 (-19%) from 2022

Expenses

Up

$1,370,687

Up $2,212 (+0.2%) from 2022

Net Income

Down

$184,051

Down $367,925 (-67%) from 2022

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $240,878Liabilities 2011: $0Net Assets 2011: $240,8782011Assets 2013: $635,411Liabilities 2013: $31,107Net Assets 2013: $604,3042013Assets 2014: $879,561Liabilities 2014: $47,908Net Assets 2014: $831,6532014Assets 2016: $1,105,390Liabilities 2016: $53,089Net Assets 2016: $1,052,3012016Assets 2017: $1,328,403Liabilities 2017: $58,625Net Assets 2017: $1,269,7782017Assets 2018: $1,413,532Liabilities 2018: $68,575Net Assets 2018: $1,344,9572018Assets 2020: $1,742,806Liabilities 2020: $244,442Net Assets 2020: $1,498,3642020Assets 2021: $1,952,501Liabilities 2021: $261,853Net Assets 2021: $1,690,6482021Assets 2022: $1,878,778Liabilities 2022: $113,222Net Assets 2022: $1,765,5562022Assets 2025: $2,061,837Liabilities 2025: $102,560Net Assets 2025: $1,959,2772025

Highlighted filing

2025

Assets$2,061,837
Liabilities$102,560
Net Assets$1,959,277

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0Expenses 2011: $343,5082011Expenses 2013: $576,8682013Revenue 2014: $953,746Expenses 2014: $744,093Net Income 2014: $209,6532014Revenue 2016: $1,135,207Expenses 2016: $1,015,974Net Income 2016: $119,2332016Revenue 2017: $1,276,210Expenses 2017: $1,091,986Net Income 2017: $184,2242017Revenue 2018: $1,400,829Expenses 2018: $1,260,100Net Income 2018: $140,7292018Revenue 2020: $1,389,649Expenses 2020: $1,248,525Net Income 2020: $141,1242020Revenue 2021: $1,214,022Expenses 2021: $1,177,722Net Income 2021: $36,3002021Revenue 2022: $1,920,451Expenses 2022: $1,368,475Net Income 2022: $551,9762022Revenue 2025: $1,554,738Expenses 2025: $1,370,687Net Income 2025: $184,0512025

Highlighted filing

2025

Revenue$1,554,738
Expenses$1,370,687
Net Income$184,051

Filings

Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 9, 2022
Return Version
2021v4.2
Gross Receipts
$1,920,451
Mission and Program Overview

Mission

To nurture and educate family and private businesses to drive a vibrant economy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,690,648$1,765,556▲ $74,908
Investments Other Securities$1,163,322$1,198,768▲ $35,446
Cash and Non-Interest-Bearing Accounts$525,883$338,656▼ $187,227
Savings and Temporary Cash Investments$167,711$209,782▲ $42,071
Accounts Receivable$95,585$131,572▲ $35,987
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,952,501$1,878,778▼ $73,723
Liabilities
Other Liabilities$261,853$113,222▼ $148,631
Total Liabilities$261,853$113,222▼ $148,631
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,690,648$1,765,556▲ $74,908
Total Liabilities and Net Assets / Fund Balance$1,952,501$1,878,778▼ $73,723

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$685,027--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Carol ButlerPresident, DirectorFT$146,239$146,239

Board Members and Trustees

NameTitle
Jonathan ThedersChairman, Director
Aaron HansenVice Chairman, Director
Dan BarnettDirector
Jonathan AdamsDirector
Kelly BonnellDirector
Laurence JonesDirector
Marianne LewisDirector
Pam BeighDirector
Ryan RyboltDirector
Sarah Grace MohrDirector
Susan Goering HillDirector
Sidney L Barton PhdTreasurer, Director
Revenue and Support

Revenue Composition

Contributions and Grants
$839,451
Program Service Revenue
$802,273
Investment Income
$278,727
Other Revenue
$0
All Other Contributions
$342,764
Change in Net Assets
$551,976
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$806,470
Other Expenses$561,005
Total Fundraising Expense$17,842
Grants and Similar Amounts Paid$1,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$531,514--$531,514
Current Officers, Directors, Trustees, and Key Employees$109,679$36,560-$146,239
Other Employee Benefits$128,717--$128,717
Fees for Services Other$48,700$18,005-$66,705
Advertising$48,335-$6,502$54,837
All Other Expenses$27,063$25,404-$52,467
Other Expenses$23,973$12,758$9,765$23,973
Information Technology$19,287--$19,287
Fees for Services Accounting-$7,019-$7,019
Conferences and Meetings-$5,839-$5,839
Office Expenses$5,573--$5,573
Insurance$2,745--$2,745
Grants to Domestic Individuals$1,000--$1,000
Fees for Services Legal$840--$840
Total Functional Expenses$1,245,048$105,585$17,842$1,368,475
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Account - Fifth Third Round Table$113,222
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
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, Section B, Line 11B

Form 990 is reviewed by the board of directors of the organization prior to the return being filed.

Form 990, Part VI, Section B, Line 12C

A copy of the conflict of interest policy is provided to each new board member. Compliance and monitoring of the policy has occured during regularly scheduled meetings.

Form 990, Part VI, Section B, Line 15

Compensation is determined based on a recommednation from the hr/compensation committee that is subject to board approval. Local non-profit information along with individual executive performance is also taken into account.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Goering Center for Family &
EIN
31-1788609
Phone
5135567185
Address
225 CALHOUN ST 360, CINCINNATI, OH 45219-2192

Signing Officer

Name
Carol Butler
Title
President
Phone
5135567185
Signed
2022-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carol Butler
Formed
2001
Legal Domicile
Oh
Voting Board Members
13
Independent Board Members
12
Employees
13
Volunteers
12

Preparer

Firm
Mellott & Mellott Pll
Address
312 WALNUT STREET - SUITE 2500, CINCINNATI, OH 45202-4025
Preparer
Richard J Rumpler
Phone
5132412940
Raw XML AppendixShowing 400 of 489 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/PrincipalOfficerNm0CAROL BUTLER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0802273
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0802273
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE MONTHLY EDUCATIONAL SEMINARS THAT DEAL WITH THE UNIQUE ISSUES FACING FAMILY AND CLOSELY HELD BUSINESSES. PROVIDE SPEAKERS AND MENTORING PROGRAMS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt069381
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt048106
IRS990/ProgSrvcAccomActy3Grp/Desc0OPERATE THE NEXT GENERATION INSTITUTE WHICH IS A TEN MONTH PROGRAM PREPARING THE NEXT GENERATION OF FAMILY BUSINESS TO MANAGE THEIR FAMILY'S FIRM.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt068688
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt074000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0MISCELLANEOUS SUPPORTING ACTIVITIES
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01041326
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt01000
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0476692
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0669360
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04000
IRS990/PYInvestmentIncomeAmt063342
IRS990/PYOtherExpensesAmt0442271
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0481320
IRS990/PYRevenuesLessExpensesAmt036300
IRS990/PYSalariesCompEmpBnftPaidAmt0731451
IRS990/PYTotalExpensesAmt01177722
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01214022
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0551976
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0203475
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01690648
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01765556
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0167711
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0209782
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0316000989
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNIVERSITY OF CINCINNATI
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0113222
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AGENCY ACCOUNT - FIFTH THIRD ROUND TABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0513741
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1685027
IRS990ScheduleD/OtherSecuritiesGrp/Desc0JOHNSON INSTITUTIONAL CORE BOND FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1JOHNSON ENHANCED RETURN FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01198768
IRS990ScheduleD/TotalLiabilityAmt0113222
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS OF THE ORGANIZATION PRIOR TO THE RETURN BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE CONFLICT OF INTEREST POLICY IS PROVIDED TO EACH NEW BOARD MEMBER. COMPLIANCE AND MONITORING OF THE POLICY HAS OCCURED DURING REGULARLY SCHEDULED MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION IS DETERMINED BASED ON A RECOMMEDNATION FROM THE HR/COMPENSATION COMMITTEE THAT IS SUBJECT TO BOARD APPROVAL. LOCAL NON-PROFIT INFORMATION ALONG WITH INDIVIDUAL EXECUTIVE PERFORMANCE IS ALSO TAKEN INTO ACCOUNT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNIVERSITY OF CINCINNATI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0316000989
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0115
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02600 CLIFTON AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CINCINNATI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd045221
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00

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