Civic Intelligence

Hartzell Norris Charitable Trust

EIN 31-6024521 • Cincinnati, OH

P O Box 630858Cincinnati, OH 45263-0858
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

13th percentile

-26%

Higher net margin than 13% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

38th percentile

$36,510

Higher top officer pay than 38% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Asset Growth

29th percentile

-1.5%

Faster asset growth than 29% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

67%

Faster revenue growth than 83% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Down

$5,473,513

Down $170,875 (-3.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$5,473,513

Down $170,875 (-3.0%) from 2021

Revenue

Down

$119,563

Down $912,890 (-88%) from 2021

Expenses

Down

$287,888

Down $164,255 (-36%) from 2021

Net Income

Down

-$168,325

Down $748,635 (-129%) from 2021

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2019: $5,201,384Liabilities 2019: $0Net Assets 2019: $5,201,3842019Assets 2020: $5,135,707Liabilities 2020: $0Net Assets 2020: $5,135,7072020Assets 2021: $5,644,388Liabilities 2021: $0Net Assets 2021: $5,644,3882021Assets 2022: $5,473,513Liabilities 2022: $0Net Assets 2022: $5,473,5132022

Highlighted filing

2022

Assets$5,473,513
Liabilities$0
Net Assets$5,473,513

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2019: $405,790Expenses 2019: $172,049Net Income 2019: $233,7412019Revenue 2020: $309,242Expenses 2020: $508,869Net Income 2020: -$199,6272020Revenue 2021: $1,032,453Expenses 2021: $452,143Net Income 2021: $580,3102021Revenue 2022: $119,563Expenses 2022: $287,888Net Income 2022: -$168,3252022

Highlighted filing

2022

Revenue$119,563
Expenses$287,888
Net Income-$168,325

Filings

Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Nov 1, 2019 to Oct 31, 2020
Signed
Sep 13, 2021
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIFTH THIRD BANK N ATrustee-$5,000-$5,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCLEAR CREEK FARM MR DAN F FARAGLIA LCDC IIIGENERALPCPIQUA, OH, US$230,400
Paid GrantPIQUA COMMUNITY FOUNDATIONGENERALPCPIQUA, OH, US$40,000
Paid GrantJOHNSON FARM AND INDIAN AGENCYGENERALPCPIQUA, OH, US$25,000
Paid GrantWHEATON COLLEGEGENERALPCWHEATON, OH, US$15,000
Paid GrantPARKVIEW COMMUNITY CHURCHGENERALPCGLEN ELLYN, OH, US$10,000
Paid GrantTROY RECREATION ASSOCIATION INCGENERALPCTROY, OH, US$10,000
Paid GrantMERCY SHIPSGENERALPCLINDALE, OH, US$10,000
Paid GrantMIAMI COUNTY DENTAL CLINICPROGRAM SERVICESPCTROY, OH, US$10,000
Paid GrantTROY SKATING CLUBGENERALPCTROY, OH, US$10,000
Paid GrantHABITAT FOR HUMANITY MIAMI COUNTYPROGRAM SERVICESPCTROY, OH, US$6,000
Paid GrantMIAMI EAST HIGH SCHOOLGENERALGOVCASSTOWN, OH, US$5,500
Paid GrantCHAMPAIGN AVIATION MUSEUMGENERALPCURBANA, OH, US$5,000
Paid GrantWESLEY CHAPEL MISSION CENTERGENERALPCCINCINNATI, OH, US$5,000
Paid GrantFIRST UNITED CHURCH OF CHRISTGENERALPCEASTLAKE, OH, US$5,000
Paid GrantSALVATION ARMY - PIQUAPROGRAM SERVICESPCPIQUA, OH, US$5,000
Paid GrantSALVATION ARMYPROGRAM SERVICESPCBENTON, AR, US$3,600
Paid GrantREHABILITATION CENTER FOR NEUROLOGICAL DEVELOPMENTGENERALPCPIQUA, OH, US$3,600
Paid GrantSCHOLARSHIP FUNDGENERALPCNEW YORK, NY, US$2,400
Paid GrantUNIVERSITY OF THE CUMBERLANDSGENERALPCWILLIAMSBURG, KY, US$2,400
Paid GrantBEREA COLLEGEPROGRAM SERVICESPCBEREA, KY, US$2,400
Paid GrantHEALTH PARTNERS OF MIAMI COUNTYPROGRAM SERVICESPCTROY, OH, US$2,400
Paid GrantMIAMI SHELBY YOUNG LIFEPROGRAM SERVICESPCPIQUA, OH, US$2,400
Paid GrantBIG BROTHERSBIG SISTERS GREATER MIAMI VALLEYPROGRAM SERVICESPCDAYTON, OH, US$2,400
Paid GrantST BONIFACE RESERVE EDUCATION FUNDPROGRAM SERVICESPCPIQUA, OH, US$2,400
Paid GrantOUR DAILY BREADPROGRAM SERVICESPCHUNTSVILLE, OH, US$2,400
Paid GrantBRUKNER NATURE CENTERPROGRAM SERVICESPCTROY, OH, US$2,400
Paid GrantTROY CHRISTIAN SCHOOLSPROGRAM SERVICESPCTROY, OH, US$2,400
Paid GrantHILLSIDE CHAPEL OF THEGENERALPCDAYTON, OH, US$2,400
Paid GrantNEW LIFE FURNITUREGENERALPCCINCINNATI, OH, US$2,000
Paid GrantINTERFAITH HOSPITALITY NETWORKGENERALPCSPRINGFIELD, OH, US$2,000
Paid GrantFUTURE FARMERS OF AMERICAGENERALPCINDIANAPOLIS, OH, US$1,900
Paid GrantTHE NEW PATH INCGENERALPCTLPP CITY, OH, US$1,200
Paid GrantUPPER VALLEY MEDICAL CENTERGENERALPCTROY, OH, US$1,200
Paid GrantSPRINGFIELD MUSEUM OF ARTPROGRAM SERVICESPCSPRINGFIELD, OH, US$1,200
Paid GrantSTARR COMMONWEALTH FOR BOYSPROGRAM SERVICESPCVAN WERT, OH, US$1,200
Paid GrantMEALS ON WHEELSPROGAM SERVICESPCPIQUA, OH, US$1,200
Paid GrantHABITAT FOR HUMANITY LOGAN COUNTYPROGRAM SERVICESPCBELLEFONTAINE, OH, US$1,200
Filing and Contact Details

Filer

Filer Name
Hartzell Norris Charitable Trust
EIN
31-6024521
Phone
5135345310
Address
P O BOX 630858, CINCINNATI, OH 45263-0858

Signing Officer

Name
Matthew Carothers
Title
Trustee
Phone
5135345310
Signed
2021-09-13
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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