Civic Intelligence

Nellie Agnew Bechtel Trust

EIN 31-6032128 • 501(c)3 • Cincinnati, OH

Profile

Invest trust funds and distribute income to two designated 501(c)(3) charitable organizations.

810 Sycamore StreetCincinnati, OH 45202-2180

n/A

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

7th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

5th percentile

-58%

Higher net margin than 5% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

20th percentile

$88,864

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 22.6% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

57th percentile

6.5%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

19th percentile

-10%

Faster revenue growth than 19% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$9,980,618

Up $1,091,106 (+12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$9,980,618

Up $1,091,106 (+12%) from 2023

Operations
Liabilities / Revenue7th percentileNet Margin5th percentile

Revenue

Down

$437,517

Down $298,203 (-41%) from 2023

Expenses

Down

$635,668

Down $26,821 (-4.0%) from 2023

Net Income

Down

-$198,151

Down $271,382 (-371%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$15M$10M$5.0M$0Assets 2020: $8,794,571Liabilities 2020: $0Net Assets 2020: $8,794,5712020Assets 2021: $10,205,864Liabilities 2021: $0Net Assets 2021: $10,205,8642021Assets 2022: $9,100,666Liabilities 2022: $0Net Assets 2022: $9,100,6662022Assets 2023: $8,889,512Liabilities 2023: $0Net Assets 2023: $8,889,5122023Assets 2024: $9,980,618Liabilities 2024: $0Net Assets 2024: $9,980,6182024

Highlighted filing

2024

Assets$9,980,618
Liabilities$0
Net Assets$9,980,618
Open 2024 Filing

Operations Trend

Revenue Growth19th percentile

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

$1.0M$500K$0-$500KRevenue 2020: $391,457Expenses 2020: $601,364Net Income 2020: -$209,9072020Revenue 2021: $461,191Expenses 2021: $606,108Net Income 2021: -$144,9172021Revenue 2022: $487,916Expenses 2022: $599,101Net Income 2022: -$111,1852022Revenue 2023: $735,720Expenses 2023: $662,489Net Income 2023: $73,2312023Revenue 2024: $437,517Expenses 2024: $635,668Net Income 2024: -$198,1512024

Highlighted filing

2024

Revenue$437,517
Expenses$635,668
Net Income-$198,151
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,980,618
Liabilities
$0
Net assets
$9,980,618
Revenue
$437,517
Expenses
$635,668
Net income
-$198,151
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.98$0.00$9.98$0.44$0.64$0.20
2023Detailed filing. Detailed filing data is available for this year.$8.89$0.00$8.89$0.74$0.66$0.07
2022Detailed filing. Detailed filing data is available for this year.$9.10$0.00$9.10$0.49$0.60$0.11
2021Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.46$0.61$0.14
2020Detailed filing. Detailed filing data is available for this year.$8.79$0.00$8.79$0.39$0.60$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 21, 2025
Return Version
2024v5.1
Gross Receipts
$749,003
Mission and Program Overview

Mission

Invest trust funds and distribute income to two designated 501(c)(3) charitable organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$8,839,952$9,941,091▲ $1,101,139
Investments in Publicly Traded Securities$8,336,778$9,669,111▲ $1,332,333
Savings and Temporary Cash Investments$552,734$311,507▼ $241,227
Rtn Earn Endowment Incm Other Fnds$49,560$39,527▼ $10,033
Total Assets$8,889,512$9,980,618▲ $1,091,106
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,889,512$9,980,618▲ $1,091,106
Total Liabilities and Net Assets / Fund Balance$8,889,512$9,980,618▲ $1,091,106
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleBaseTotal
Steven F GayTrustee$81,227$81,227
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$437,517
Other Revenue
$0
Change in Net Assets
$-198,151
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$480,033
Salaries, Compensation, and Employee Benefits$81,227
Other Expenses$74,408
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$480,033--$480,033
Current Officers, Directors, Trustees, and Key Employees$0$81,227$0$81,227
Fees for Service Investment Mgmnt Fees$0$63,075$0$63,075
Fees for Services Legal$0$8,808$0$8,808
Other Expenses$0$1,500$0$1,500
Fees for Services Accounting$0$1,025$0$1,025
Total Functional Expenses$480,033$155,635$0$635,668
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Beechwood HomeCincinnati, OH170(b)(1)(A)(iii)Financial support$240,017
Episcopal DioceseHarrisburgh, PA170(b)(1)(A)(i)Financial support$240,017
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Steven F GayTrusteeLegal fees paid to related law firm.No$8,808
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Nellie Agnew Bechtel Trust
EIN
31-6032128
Phone
5132876900
Address
810 Sycamore Street, Cincinnati, OH 45202-2180

Signing Officer

Name
Steven F Gay
Title
Trustee
Phone
5132876900
Signed
2025-04-21
Discuss with paid preparer
Yes

Organization Details

Formed
1974
Legal Domicile
Oh
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Marlow & Gay Co L P a
Address
810 SYCAMORE ST 3RD FL, CINCINNATI, OH 45202
Preparer
Steven F Gay
Phone
5132876900
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The Trustee reviews and signs the Form 990.”

Pt VI, Line 19

“The documents are available upon request.”

Raw XML AppendixShowing 400 of 408 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/Form990ScheduleAPartVIGrp/ExplanationTxt0The Trustee of the Bechtel Trust communicates regularly throughout the year with the supported organizations.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt IV Sec D Ln 2
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt08749216
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0333718
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0301629
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0231381037
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1310537069
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd13
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0240017
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1240017
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Episcopal Diocese
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1Beechwood Home Cincinnati OH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0480034
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0240017
IRS990ScheduleI/RecipientTable/CashGrantAmt1240017
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170(b)(1)(A)(i)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1170(b)(1)(A)(iii)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc1N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Financial support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Financial support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Episcopal Diocese
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Beechwood Home
IRS990ScheduleI/RecipientTable/RecipientEIN0231381037
IRS990ScheduleI/RecipientTable/RecipientEIN1310537069
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 11937
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12140 Pogue Avenue
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Harrisburgh
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Cincinnati
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd017108
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd145208
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0N/A
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1N/A
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Funds are distributed directly to two 501(c)(3) charitable organizations.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Steven F Gay
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Trustee
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt08808
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Legal fees paid to related law firm.
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Trustee reviews and signs the Form 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt08889512
IRS990/TotalAssetsEOYAmt09980618
IRS990/TotalAssetsGrp/BOYAmt08889512
IRS990/TotalAssetsGrp/EOYAmt09980618
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0155635
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0480033
IRS990/TotalFunctionalExpensesGrp/TotalAmt0635668
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08889512
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09980618
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0480033
IRS990/TotalReportableCompFromOrgAmt081227
IRS990/TotalRevenueGrp/ExclusionAmt0437517
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0437517
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08889512
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09980618
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0810 Sycamore Street 3rd Floor
IRS990/USAddress/CityNm0Cincinnati
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd0452022180
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Steven F Gay
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05132876900
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NELLIE AGNEW BECHTEL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NELL
ReturnHeader/Filer/EIN0316032128
ReturnHeader/Filer/PhoneNum05132876900
ReturnHeader/Filer/USAddress/AddressLine1Txt0810 Sycamore Street
ReturnHeader/Filer/USAddress/CityNm0Cincinnati
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0452022180
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311442502
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARLOW & GAY CO L P A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0810 SYCAMORE ST 3RD FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045202

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