Civic Intelligence

Hartzell-Norris Charitable Trust

990PF • Fiscal year 2021 • EIN 31-6024521

Nov 01, 2020 to Oct 31, 2021 • Filed on Mar 12, 2022

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

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

85th percentile

56%

Higher net margin than 85% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

38th percentile

$32,526

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

55th percentile

9.9%

Faster asset growth than 55% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

92nd percentile

234%

Faster revenue growth than 92% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,644,388

Up $508,681 (+9.9%) from 2020

Net Assets

Up

$5,644,388

Up $508,681 (+9.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin85th percentile

Revenue

Up

$1,032,453

Up $723,211 (+234%) from 2020

Expenses

Down

$452,143

Down $56,726 (-11%) from 2020

Net Income

Up

$580,310

Up $779,937 (+391%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

2021

Assets$5,644,388
Liabilities$0
Net Assets$5,644,388
Open 2021 Filing

Operations Trend

Revenue Growth92nd percentile

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

2021

Revenue$1,032,453
Expenses$452,143
Net Income$580,310
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2020 to Oct 31, 2021
Signed
Mar 12, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIFTH THIRD BANK N ATrustee-$32,526-$32,526
Filing and Contact Details

Filer

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

Signing Officer

Name
Matthew Carothers
Title
Trustee
Phone
5135345310
Signed
2022-03-12
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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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01175
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt032526
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0384800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0384800
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0385588
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt033504
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0452143
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01022776
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01032453
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt033504
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt067343
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-12-03

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,644,388
Liabilities
$0
Net assets
$5,644,388
Revenue
$1,032,453
Expenses
$452,143
Net income
$580,310
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
2021Detailed filing. Detailed filing data is available for this year.$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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.20$0.00$5.20$0.41$0.17$0.23