Civic Intelligence

Grace M Harvie Trust

990PF • Fiscal year 2012 • EIN 31-6301759

Jan 01, 2012 to Dec 31, 2012 • Filed on May 15, 2013

600 Vine StreetRoom/Suite 265045202
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

91st percentile

$2,500

Higher top officer pay than 91% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

36th percentile

-4.5%

Faster asset growth than 36% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$52,839

Down $2,494 (-4.5%) from 2011

Net Assets

Down

$52,839

Down $2,494 (-4.5%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$15,038

Up $682 (+4.8%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $55,333Liabilities 2011: $0Net Assets 2011: $55,3332011Assets 2012: $52,839Liabilities 2012: $0Net Assets 2012: $52,8392012Assets 2013: $52,619Liabilities 2013: $0Net Assets 2013: $52,6192013Assets 2014: $54,123Liabilities 2014: $0Net Assets 2014: $54,1232014Assets 2015: $49,052Liabilities 2015: $0Net Assets 2015: $49,0522015Assets 2016: $48,796Liabilities 2016: $0Net Assets 2016: $48,7962016Assets 2017: $43,393Liabilities 2017: $0Net Assets 2017: $43,3932017Assets 2018: $287,519Liabilities 2018: $0Net Assets 2018: $287,5192018Assets 2019: $271,378Liabilities 2019: $0Net Assets 2019: $271,3782019Assets 2020: $252,043Liabilities 2020: $0Net Assets 2020: $252,0432020Assets 2021: $277,043Liabilities 2021: $0Net Assets 2021: $277,0432021Assets 2022: $265,647Liabilities 2022: $0Net Assets 2022: $265,6472022Assets 2023: $243,838Liabilities 2023: $0Net Assets 2023: $243,8382023Assets 2024: $240,912Liabilities 2024: $0Net Assets 2024: $240,9122024

Highlighted filing

2012

Assets$52,839
Liabilities$0
Net Assets$52,839

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2011: $14,3562011Expenses 2012: $15,0382012Revenue 2013: $13,956Expenses 2013: $14,176Net Income 2013: -$2202013Revenue 2014: $25,121Expenses 2014: $23,619Net Income 2014: $1,5022014Revenue 2015: $9,241Expenses 2015: $14,311Net Income 2015: -$5,0702015Revenue 2016: $18,496Expenses 2016: $18,752Net Income 2016: -$2562016Revenue 2017: $23,215Expenses 2017: $28,619Net Income 2017: -$5,4042017Revenue 2018: $263,018Expenses 2018: $18,517Net Income 2018: $244,5012018Revenue 2019: $6,461Expenses 2019: $22,750Net Income 2019: -$16,2892019Revenue 2020: -$1,120Expenses 2020: $18,404Net Income 2020: -$19,5242020Revenue 2021: $48,052Expenses 2021: $23,029Net Income 2021: $25,0232021Revenue 2022: $4,911Expenses 2022: $16,940Net Income 2022: -$12,0292022Revenue 2023: -$3,106Expenses 2023: $18,297Net Income 2023: -$21,4032023Revenue 2024: $20,408Expenses 2024: $23,151Net Income 2024: -$2,7432024

Highlighted filing

2012

Revenue-
Expenses$15,038
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 15, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
W ROGER FRY ESQTrustee-$2,500-$2,500
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAMERICANS FOR OXFORD INCSUPPORT CHARITABLE PURPOSE-NEW YORK, NY, US$4,000
Paid GrantAVIAN RESEARCH & EDU INSTITUTESUPPORT CHARITABLE PURPOSE-W COLLEGE CORNER, IN, US$2,000
Paid GrantEAST END ADULT EDUCATION CENTERSUPPORT CHARITABLE PURPOSE-CINCINNATI, OH, US$1,000
Paid GrantYWCASUPPORT CHARITABLE PURPOSE-CINCINNATI, OH, US$1,000
Paid GrantFEATHERLINKSUPPORT CHARITABLE PURPOSE-CINCINNATI, OH, US$1,000
Paid GrantUNUVERSITY OF CINCINNATI FOUNDATIONSUPPORT CHARITABLE PURPOSE-CINCINNATI, OH, US$500
Filing and Contact Details

Filer

EIN
31-6301759
Raw XML Appendix308 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.

Path#Value
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue05255
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue14725
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue223877
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue356
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4154
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue58700
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue64339
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV06742
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV138847
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV228337
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV31380
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV41607
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5108624
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV665477
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1CINCINNATI FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2GENERAL ELECTRIC COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3J M SMUCKER CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4PIPER JAFFRAY COS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6US BANCORP
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IRS990PF/BalanceSheets/CapitalStockBOY055333
IRS990PF/BalanceSheets/CapitalStockEOY052839
IRS990PF/BalanceSheets/CashBOY07909
IRS990PF/BalanceSheets/CashEOY05733
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IRS990PF/BalanceSheets/InvestmentsCorpStockBOY047424
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IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome04539
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0317
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired01988-09-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-11-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0US BANCORP
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IRS990PF/ChangesInNetAssetsFundBalances/Subtotal052839
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IRS990PF/DistributableAmount/DistributableAmountBeforeAdj012372
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IRS990PF/DistributableAmount/MinimumInvestmentReturn012555
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0183
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IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0256747
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0254919
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances05922
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0248997
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable03824
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn012555
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation02500
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10600 VINE STREET SUITE 2650
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0CINCINNATI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0OH
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IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.060021
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.046470
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.044967
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.057800
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.072287
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IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
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IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode045202
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SUPPORT CHARITABLE PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SUPPORT CHARITABLE PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2SUPPORT CHARITABLE PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3SUPPORT CHARITABLE PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4SUPPORT CHARITABLE PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5SUPPORT CHARITABLE PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10EAST END ADULT EDUCATION CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11YWCA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12AVIAN RESEARCH & EDU INSTITUTE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14500 FIFTH AVE 32ND FLOOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15PO BOX 210033
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2IN
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode045226
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode145202
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode247003
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode410010
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IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear09500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear011456
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted012372
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear301242
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus0916
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY0916
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0326
IRS990PF/UndistributedIncome/ExcessFromYear30326
IRS990PF/UndistributedIncome/QualifyingDistributions011456
IRS990PF/UndistributedIncome/TotalCorpus0326
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover01242
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LegalFeesSchedule/LegalFees/Amount01826
LegalFeesSchedule/LegalFees/Category0RENDIGS, FRY, KILEY AND DENNIS
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps0456
LegalFeesSchedule/LegalFees/NetInvestmentIncome01370
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1TREASURY OF STATE OF OHIO
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0100
TaxesSchedule/Taxes/Amount0112
TaxesSchedule/Taxes/Category0US TREASURY
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0316301759
ReturnHeader/Filer/Name/BusinessNameLine10GRACE M HARVIE TRUST
ReturnHeader/Filer/NameControl0GRAC
ReturnHeader/Filer/Phone05133819200
ReturnHeader/Filer/USAddress/AddressLine10600 VINE STREET
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 2650
ReturnHeader/Filer/USAddress/City0CINCINNATI
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode045202
ReturnHeader/Officer/DateSigned02013-05-15
ReturnHeader/Officer/Name0W ROGER FRY ESQ
ReturnHeader/Officer/Phone05133819200
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-04-29
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MIDWEST CPA LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine104555 LAKE FOREST DR STE 410
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0CINCINNATI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0452423760
ReturnHeader/Preparer/Name0JEFFREY TATE
ReturnHeader/Preparer/Phone05135882830
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-02T15:30:01-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.20$0.23$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.03$0.18$0.21
2022Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.05$0.17$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.48$0.23$0.25
2020Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.01$0.18$0.20
2019Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.06$0.23$0.16
2018Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$2.63$0.19$2.45
2017Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.23$0.29$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.18$0.19$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.09$0.14$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.25$0.24$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.14$0.14$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.15
2011Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.14