Civic Intelligence

Tr U-W Lawrence Archer Wachs

EIN 31-6067552 • 501(c)3 • Cincinnati, OH

Pub. 78 Eligible

Profile

Trust assets are invested to provide income to be distributed to the charitable organization named in the governing document

PO Box 630858Cincinnati, OH 45263-0858

n/A

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

3rd percentile

-107%

Higher net margin than 3% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

36th percentile

-0.6%

Faster asset growth than 36% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2022

Revenue Growth

39th percentile

1.6%

Faster revenue growth than 39% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2022

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$2,389,709

Up $114,140 (+5.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,389,709

Up $114,140 (+5.0%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin3rd percentile

Revenue

Up

$276,202

Up $134,737 (+95%) from 2023

Expenses

Down

$162,248

Down $2,186 (-1.3%) from 2023

Net Income

Up

$113,954

Up $136,923 (+596%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$3.0M$2.0M$1.0M$0Assets 2020: $2,324,427Liabilities 2020: $0Net Assets 2020: $2,324,4272020Assets 2021: $2,393,454Liabilities 2021: $0Net Assets 2021: $2,393,4542021Assets 2022: $2,298,904Liabilities 2022: $0Net Assets 2022: $2,298,9042022Assets 2023: $2,275,569Liabilities 2023: $0Net Assets 2023: $2,275,5692023Assets 2024: $2,389,709Liabilities 2024: $0Net Assets 2024: $2,389,7092024

Highlighted filing

2024

Assets$2,389,709
Liabilities$0
Net Assets$2,389,709
Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

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

$300K$200K$100K$0-$100KRevenue 2020: $85,440Expenses 2020: $160,795Net Income 2020: -$75,3552020Revenue 2021: $233,684Expenses 2021: $165,089Net Income 2021: $68,5952021Revenue 2022: $88,207Expenses 2022: $182,439Net Income 2022: -$94,2322022Revenue 2023: $141,465Expenses 2023: $164,434Net Income 2023: -$22,9692023Revenue 2024: $276,202Expenses 2024: $162,248Net Income 2024: $113,9542024

Highlighted filing

2024

Revenue$276,202
Expenses$162,248
Net Income$113,954
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,389,709
Liabilities
$0
Net assets
$2,389,709
Revenue
$276,202
Expenses
$162,248
Net income
$113,954
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.28$0.16$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.14$0.16$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.09$0.18$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.23$0.17$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.09$0.16$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 22, 2025
Return Version
2024v5.1
Gross Receipts
$1,741,390
Mission and Program Overview

Mission

Trust assets are invested to provide income to be distributed to the charitable organization named in the governing document

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,275,569$2,389,709▲ $114,140
Investments in Publicly Traded Securities$2,160,578$2,297,198▲ $136,620
Savings and Temporary Cash Investments$114,991$92,511▼ $22,480
Total Assets$2,275,569$2,389,709▲ $114,140
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,275,569$2,389,709▲ $114,140
Total Liabilities and Net Assets / Fund Balance$2,275,569$2,389,709▲ $114,140
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
Fifth Third Bank N aTrustee$33,581$33,581
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$275,202
Other Revenue
$1,000
Change in Net Assets
$113,954
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$126,055
Salaries, Compensation, and Employee Benefits$33,581
Other Expenses$2,612
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$126,055--$126,055
Current Officers, Directors, Trustees, and Key Employees$5,037$28,544-$33,581
Fees for Services Accounting-$1,470-$1,470
Other Expenses-$200-$200
Total Functional Expenses$131,092$31,156$0$162,248
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cincinnati Museum AssociationCincinnati, OH501(c)(3)General Funding$126,055
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“The foundation oversight council conducts meetings for all foundations where fifth third is the sole trustee. Each foundation holds at least one annual meeting and the minutes of the meeting are documented and saved.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Form 990 is reviewed by a tax officer of the trustee”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“At the annual meeting, members of the trustee oversight council prepared and disclosed annual conflicts of interest. As grantee organizations were discussed, a trustee member would recuse themselves from voting if a conflict was present and the conflict would be noted in the minutes.”

Form 990, Page 6, Part VI, Line 19

“Forms are available upon written request to the organization”

Filing and Contact Details

Filer

Filer Name
Tr Uw Lawrence Archer Wachs
EIN
31-6067552
Phone
5135345310
Address
PO BOX 630858, CINCINNATI, OH 45263-0858

Signing Officer

Name
Matthew Carothers
Title
Trustee
Phone
5135345310
Signed
2025-04-22
Discuss with paid preparer
Yes

Organization Details

Formed
1964
Legal Domicile
Oh
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Derek Mastic
Phone
4126447407
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“2024 transactions posted in 2025 of ($869), 2023 transactions posted in 2024 of $1,099, return of capital adjustment of ($36), mutual fund earnings of ($10) and rounding of $2.”

Raw XML Appendix332 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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