Civic Intelligence

Fifth Third Union Trust Co Foundation

990PF • Fiscal year 2022 • EIN 31-6024135

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

Organization Profile
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

15th percentile

0.00x

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

14th percentile

0.00x

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Net Margin

15th percentile

-24%

Higher net margin than 15% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

73rd percentile

$328,789

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2022 filings • $25M-$50M nonprofits • Source year 2022

Asset Growth

16th percentile

-12%

Faster asset growth than 16% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

17th percentile

-34%

Faster revenue growth than 17% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$28,852,332

Down $3,940,506 (-12%) from 2021

Net Assets

Down

$28,852,332

Down $3,940,506 (-12%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin15th percentile

Revenue

Down

$17,459,816

Down $8,848,232 (-34%) from 2021

Expenses

Down

$21,648,171

Down $4,156,384 (-16%) from 2021

Net Income

Down

-$4,188,355

Down $4,691,848 (-932%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$40M$30M$20M$10M$0Assets 2020: $32,431,229Liabilities 2020: $0Net Assets 2020: $32,431,2292020Assets 2021: $32,792,838Liabilities 2021: $0Net Assets 2021: $32,792,8382021Assets 2022: $28,852,332Liabilities 2022: $0Net Assets 2022: $28,852,3322022Assets 2023: $20,184,367Liabilities 2023: $0Net Assets 2023: $20,184,3672023Assets 2024: $13,276,477Liabilities 2024: $0Net Assets 2024: $13,276,4772024Assets 2025: $17,033,617Liabilities 2025: $0Net Assets 2025: $17,033,6172025

Highlighted filing

2022

Assets$28,852,332
Liabilities$0
Net Assets$28,852,332
Open 2022 Filing

Operations Trend

Revenue Growth17th percentile

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

$30M$20M$10M$0-$10MRevenue 2020: $20,447,252Expenses 2020: $13,290,573Net Income 2020: $7,156,6792020Revenue 2021: $26,308,048Expenses 2021: $25,804,555Net Income 2021: $503,4932021Revenue 2022: $17,459,816Expenses 2022: $21,648,171Net Income 2022: -$4,188,3552022Revenue 2023: $8,921,924Expenses 2023: $17,791,080Net Income 2023: -$8,869,1562023Revenue 2024: $15,843,641Expenses 2024: $22,751,914Net Income 2024: -$6,908,2732024Revenue 2025: $15,671,304Expenses 2025: $12,022,589Net Income 2025: $3,648,7152025

Highlighted filing

2022

Revenue$17,459,816
Expenses$21,648,171
Net Income-$4,188,355
Open 2022 Filing
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
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIFTH THIRD BANK N ATrustee-$328,789-$328,789
Filing and Contact Details

Filer

Filer Name
Tr Ua Fifth Third Foundation
EIN
31-6024135
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109PFIZER INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114PROGRESSIVE CORP OHIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115PROLOGIS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129SHIONOGI & CO LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm130SIMON PPTY GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133SPIRIT RLTY CAP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm137SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm138SYSMEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm139TJX COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm140TAIWAN SEMICONDUCTOR MANUFACTU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141TENCENT HOLDINGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm142TEXAS INSTRS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm143TRUIST FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm144UDR INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm147UNILEVER PLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm152VEREIT INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm155VORNADO REALTY TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm156WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm157WELLTOWER INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm158WEYERHAEUSER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm159XCEL ENERGY INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm164APARTMENT INCOME REIT CORP-037
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm167CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm168CORNING INC
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01175
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01175
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02350
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01940583
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0328789
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt015000000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt05391
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt050078
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt011070
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt020582
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0347535
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt021648171
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02446220
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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,852,332
Liabilities
$0
Net assets
$28,852,332
Revenue
$17,459,816
Expenses
$21,648,171
Net income
-$4,188,355
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$15.7$12.0$3.65
2024Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$15.8$22.8$6.91
2023Detailed filing. Detailed filing data is available for this year.$20.2$0.00$20.2$8.92$17.8$8.87
2022Detailed filing. Detailed filing data is available for this year.$28.9$0.00$28.9$17.5$21.6$4.19
2021Detailed filing. Detailed filing data is available for this year.$32.8$0.00$32.8$26.3$25.8$0.50
2020Detailed filing. Detailed filing data is available for this year.$32.4$0.00$32.4$20.4$13.3$7.16