Civic Intelligence

Chas E Schell Tr UW Foundation for Education

990PF • Fiscal year 2022 • EIN 31-6019720

Oct 01, 2021 to Sep 30, 2022 • Filed on Feb 02, 2023

PO 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.

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

26th percentile

-7.9%

Higher net margin than 26% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

51st percentile

$96,423

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

45th percentile

-1.5%

Faster asset growth than 45% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

57th percentile

6.8%

Faster revenue growth than 57% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Assets

Down

$7,738,028

Down $116,159 (-1.5%) from 2021

Net Assets

Down

$7,738,028

Down $116,159 (-1.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$1,610,469

Up $102,449 (+6.8%) from 2021

Expenses

Up

$1,737,273

Up $247,426 (+17%) from 2021

Net Income

Down

-$126,804

Down $144,977 (-798%) from 2021

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

2022

Assets$7,738,028
Liabilities$0
Net Assets$7,738,028

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

2022

Revenue$1,610,469
Expenses$1,737,273
Net Income-$126,804
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Feb 2, 2023
Return Version
2021v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIFTH THIRD BANK N ATrustee-$96,423-$96,423
Filing and Contact Details

Filer

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

Signing Officer

Name
Matthew Carothers
Title
Trustee
Phone
5135345310
Signed
2023-02-02
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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