Civic Intelligence

Chas E Schell Tr UW Foundation for Education

990PF • Fiscal year 2021 • EIN 31-6019720

Oct 01, 2020 to Sep 30, 2021 • Filed on Jan 22, 2022

P O Box 630858Cincinnati, OH 45263-0858

(513) 534-5310

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

27th percentile

1.2%

Higher net margin than 27% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

49th percentile

$86,028

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Assets

$7,854,187

No earlier filing loaded for comparison.

Net Assets

$7,854,187

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$1,508,020

No earlier filing loaded for comparison.

Expenses

$1,489,847

No earlier filing loaded for comparison.

Net Income

$18,173

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2021: $7,854,187Liabilities 2021: $0Net Assets 2021: $7,854,1872021Assets 2022: $7,738,028Liabilities 2022: $0Net Assets 2022: $7,738,0282022Assets 2023: $7,521,415Liabilities 2023: $0Net Assets 2023: $7,521,4152023Assets 2024: $7,931,988Liabilities 2024: $0Net Assets 2024: $7,931,9882024Assets 2025: $8,221,565Liabilities 2025: $0Net Assets 2025: $8,221,5652025

Highlighted filing

2021

Assets$7,854,187
Liabilities$0
Net Assets$7,854,187

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2021: $1,508,020Expenses 2021: $1,489,847Net Income 2021: $18,1732021Revenue 2022: $1,610,469Expenses 2022: $1,737,273Net Income 2022: -$126,8042022Revenue 2023: $1,078,369Expenses 2023: $1,294,244Net Income 2023: -$215,8752023Revenue 2024: $1,411,966Expenses 2024: $1,001,917Net Income 2024: $410,0492024Revenue 2025: $1,627,384Expenses 2025: $1,337,062Net Income 2025: $290,3222025

Highlighted filing

2021

Revenue$1,508,020
Expenses$1,489,847
Net Income$18,173
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Jan 22, 2022
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIFTH THIRD BANK N ATrustee-$86,028-$86,028
Filing and Contact Details

Filer

Filer Name
Tr Uw Chas E Schell Education
EIN
31-6019720
Phone
5135345310
Address
P O BOX 630858, CINCINNATI, OH 45263-0858

Signing Officer

Name
Matthew Carothers
Title
Trustee
Phone
5135345310
Signed
2022-01-22
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Doak a Pfaff
Phone
6142327288
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