Civic Intelligence

Tr UW Corale Workum Decd

EIN 31-6019902 • 501(c)3 • Cincinnati, OH

Profile

Trust assets are invested to provide income to be distributed to the charities 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

19th percentile

0.00x

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

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

Liabilities / Revenue

20th percentile

0.00x

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

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

Net Margin

26th percentile

-6.3%

Higher net margin than 26% of similar nonprofits.

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

Top Officer Pay

51st percentile

$60,721

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 20.2% of source-year revenue.

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

Asset Growth

37th percentile

-0.6%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

88th percentile

73%

Faster revenue growth than 88% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$3,029,893

Down $18,862 (-0.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$3,029,893

Down $18,862 (-0.6%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin26th percentile

Revenue

Up

$300,827

Up $127,262 (+73%) from 2024

Expenses

Up

$319,900

Up $15,140 (+5.0%) from 2024

Net Income

Up

-$19,073

Up $112,122 (+85%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2020: $3,260,562Liabilities 2020: $0Net Assets 2020: $3,260,5622020Assets 2021: $3,122,478Liabilities 2021: $0Net Assets 2021: $3,122,4782021Assets 2022: $3,336,882Liabilities 2022: $0Net Assets 2022: $3,336,8822022Assets 2023: $3,179,862Liabilities 2023: $0Net Assets 2023: $3,179,8622023Assets 2024: $3,048,755Liabilities 2024: $0Net Assets 2024: $3,048,7552024Assets 2025: $3,029,893Liabilities 2025: $0Net Assets 2025: $3,029,8932025

Highlighted filing

2025

Assets$3,029,893
Liabilities$0
Net Assets$3,029,893
Open 2025 Filing

Operations Trend

Revenue Growth88th percentile

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

$600K$400K$200K$0-$200KRevenue 2020: $254,646Expenses 2020: $291,178Net Income 2020: -$36,5322020Revenue 2021: $157,022Expenses 2021: $295,105Net Income 2021: -$138,0832021Revenue 2022: $538,981Expenses 2022: $324,681Net Income 2022: $214,3002022Revenue 2023: $193,551Expenses 2023: $350,528Net Income 2023: -$156,9772023Revenue 2024: $173,565Expenses 2024: $304,760Net Income 2024: -$131,1952024Revenue 2025: $300,827Expenses 2025: $319,900Net Income 2025: -$19,0732025

Highlighted filing

2025

Revenue$300,827
Expenses$319,900
Net Income-$19,073
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,029,893
Liabilities
$0
Net assets
$3,029,893
Revenue
$300,827
Expenses
$319,900
Net income
-$19,073
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.30$0.32$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.05$0.00$3.05$0.17$0.30$0.13
2023Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.19$0.35$0.16
2022Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.54$0.32$0.21
2021Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.16$0.30$0.14
2020Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.25$0.29$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Aug 7, 2025
Return Version
2024v5.2
Gross Receipts
$548,163
Mission and Program Overview

Mission

Trust assets are invested to provide income to be distributed to the charities named in the governing document

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,048,755$3,029,893▼ $18,862
Investments in Publicly Traded Securities$2,829,382$2,695,431▼ $133,951
Savings and Temporary Cash Investments$219,320$334,461▲ $115,141
Cash and Non-Interest-Bearing Accounts$53$1▼ $52
Total Assets$3,048,755$3,029,893▼ $18,862
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,048,755$3,029,893▼ $18,862
Total Liabilities and Net Assets / Fund Balance$3,048,755$3,029,893▼ $18,862
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleBaseTotal
-Trustee$60,721$60,721
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$300,827
Other Revenue
$0
Change in Net Assets
$-19,073
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$251,808
Salaries, Compensation, and Employee Benefits$60,721
Other Expenses$7,371
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$251,808--$251,808
Current Officers, Directors, Trustees, and Key Employees$9,108$51,613-$60,721
Fees for Services Legal-$1,900-$1,900
Fees for Services Accounting$1,470--$1,470
Other Expenses$200$460-$460
Total Functional Expenses$262,586$57,314$0$319,900
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Univ of Cincinnati FoundationCincinnati, OH501 (c) (3)Scholarship$167,605
Hebrew Union CollegeCincinnati, OH501 (c) (3)Scholarship$83,803
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
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Tr Uw Corale Workum Decd
EIN
31-6019902
Phone
5135345310
Address
PO BOX 630858, CINCINNATI, OH 45263-0858

Signing Officer

Name
Matthew Carothers
Title
Trustee
Phone
5135345310
Signed
2025-08-07
Discuss with paid preparer
Yes

Organization Details

Formed
1957
Legal Domicile
Oh
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Supplemental Narrative

Additional Explanations

EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4D

“The temple and bnai brith lodge #4”

Explanation for Form 990, Part XI, Line 9

“Mutual fund earnings $45 ; proceeds from mandatory stock exchange $168 ; rounding $(2)”

Raw XML AppendixShowing 400 of 448 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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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1BNAI BRITH LODGE #4
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2HEBREW UNION COLLEGE
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4THE TEMPLE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TEMPLE AND BNAI BRITH LODGE #4
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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MUTUAL FUND EARNINGS $45 ; PROCEEDS FROM MANDATORY STOCK EXCHANGE $168 ; ROUNDING $(2)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4d
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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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt4NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0HEBREW UNION COLLEGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1UNIVERSITY OF CINCINNATI FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2JEWISH HOME OF CINCINNATI INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3THE TEMPLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4BNAI BRITH INTERNATIONAL FOR CINCINNATI LODGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0JEWISH INSTITUTE OF RELIGION
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1310866555
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3KY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0COLLEGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1UNIVERSITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2HOSPITAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4COMMUNITY TRUST
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt3501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt4501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03101 CLIFTON AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO BOX 19970
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt28485 RIDGE RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt35101 US HIGHWAY 42
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt45447 FIRETHORN CT
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3KY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd4OH
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
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IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0100
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt183803
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt2167605
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt3200
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt4100
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt3CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt4CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0BNAI BRITH INTERNATIONAL FOR CINCINNATI LODGE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1HEBREW UNION COLLEGE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2UNIVERSITY OF CINCINNATI FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3JEWISH HOME OF CINCINNATI INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt4THE TEMPLE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine2Txt0JEWISH INSTITUTE OF RELIGION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
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IRS990/StatesWhereCopyOfReturnIsFldCd0OH
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03048755
IRS990/TotalAssetsEOYAmt03029893
IRS990/TotalAssetsGrp/BOYAmt03048755
IRS990/TotalAssetsGrp/EOYAmt03029893
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt057314
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0262586
IRS990/TotalFunctionalExpensesGrp/TotalAmt0319900
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03048755
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03029893
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0208
IRS990/TotalOtherProgSrvcGrantAmt0200
IRS990/TotalProgramServiceExpensesAmt0262586

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