Civic Intelligence

Hartzell-Norris Charitable Trust

990PF • Fiscal year 2019 • EIN 31-6024521

Nov 01, 2018 to Oct 31, 2019 • Filed on Sep 04, 2020

Organization Profile
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

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

90th percentile

58%

Higher net margin than 90% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

31st percentile

$5,000

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

$5,201,384

No earlier filing loaded for comparison.

Net Assets

$5,201,384

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin90th percentile

Revenue

$405,790

No earlier filing loaded for comparison.

Expenses

$172,049

No earlier filing loaded for comparison.

Net Income

$233,741

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2019

Assets$5,201,384
Liabilities$0
Net Assets$5,201,384
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$405,790
Expenses$172,049
Net Income$233,741
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
Sep 4, 2020
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIFTH THIRD BANK OF WESTERN OHIOTrustee-$5,000-$5,000
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
2020-09-04
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD ST SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Doak a Pfaff
Phone
6142245678
Raw XML Appendix348 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2. SHORT TERM SALES
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ReturnHeader/BusinessOfficerGrp/PhoneNum05135345310
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-04
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRANDVIEW HEIGHTS
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ReturnHeader/PreparerPersonGrp/PhoneNum06142245678
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOAK A PFAFF
ReturnHeader/ReturnTs02020-09-14T17:00:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-11-01
ReturnHeader/TaxPeriodEndDt02019-10-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,201,384
Liabilities
$0
Net assets
$5,201,384
Revenue
$405,790
Expenses
$172,049
Net income
$233,741
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.47$0.00$5.47$0.12$0.29$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.64$0.00$5.64$1.03$0.45$0.58
2020Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.31$0.51$0.20
2019Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.41$0.17$0.23