Civic Intelligence

Grace M Harvie Trust

990PF • Fiscal year 2016 • EIN 31-6301759

Jan 01, 2016 to Dec 31, 2016 • Filed on May 01, 2017

Organization Profile
600 Vine Street Rm/Ste 2650Cincinnati, OH 45202

(513) 381-9200

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

39th percentile

-1.4%

Higher net margin than 39% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

79th percentile

$3,320

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 17.9% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

46th percentile

-0.5%

Faster asset growth than 46% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

100%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$48,796

Down $256 (-0.5%) from 2015

Net Assets

Down

$48,796

Down $256 (-0.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin39th percentile

Revenue

Up

$18,496

Up $9,255 (+100%) from 2015

Expenses

Up

$18,752

Up $4,441 (+31%) from 2015

Net Income

Up

-$256

Up $4,814 (+95%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

2016

Assets$48,796
Liabilities$0
Net Assets$48,796
Open 2016 Filing

Operations Trend

Revenue Growth93rd percentile

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

2016

Revenue$18,496
Expenses$18,752
Net Income-$256
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 1, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
W ROGER FRY ESQTrustee-$3,320-$3,320
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCINCINNATI ZOOSUPPORT CHARITABLE PURPOSE-CINCINNATI, OH, US$4,000
Paid GrantYWCASUPPORT CHARITABLE PURPOSE-CINCINNATI, OH, US$2,500
Paid GrantDRESS FOR SUCCESSSUPPORT CHARITABLE PURPOSE-CINCINNATI, OH, US$1,000
Paid GrantEAST END ADULT EDUCATION CENTERSUPPORT CHARITABLE PURPOSE-CINCINNATI, OH, US$1,000
Paid GrantFREESTORE FOODBANKSUPPORT CHARITABLE PURPOSE-CINCINNATI, OH, US$1,000
Paid GrantSALVATION ARMYSUPPORT CHARITABLE PURPOSE-CINCINNATI, OH, US$1,000
Paid GrantMAPLE KNOLL COMMUNITIES INCSUPPORT CHARITABLE PURPOSE-CINCINNATI, OH, US$1,000
Paid GrantCORRYVILLE CATHOLIC ELEMENTARYSUPPORT CHARITABLE PURPOSE-CINCINNATI, OH, US$500
Filing and Contact Details

Filer

Filer Name
Grace M Harvie Trust
EIN
31-6301759
Phone
5133819200
Address
600 VINE STREET RM/STE 2650, CINCINNATI, OH 45202

Signing Officer

Name
W Roger Fry Esq
Title
Trustee
Phone
5133819200
Signed
2017-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Midwest CPA LLC
Address
4555 LAKE FOREST DR STE 410, BLUE ASH, OH 45242-3760
Preparer
Jeffrey Tate
Phone
5135882830
Raw XML Appendix317 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SUPPORT CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SUPPORT CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SUPPORT CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7SUPPORT CHARITABLE PURPOSE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FREESTORE FOODBANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CINCINNATI ZOO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5MAPLE KNOLL COMMUNITIES INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6CORRYVILLE CATHOLIC ELEMENTARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7YWCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0205 W 4TH ST STE 900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14015 EASTERN AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21250 TENNESSEE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33400 VINE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4114 E CENTRAL PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt511285 SPRINGFIELD PIKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6108 CALHOUN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7898 WALNUT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CINCINNATI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd145226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2452692216
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd345220
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd445202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd545246
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd645219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd745202
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09693
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04775
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015915
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014468
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06222
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04775
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0RENDIGS, FRY, KILEY AND DENNIS
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0595
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02379
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01784
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TREASURY OF STATE OF OHIO
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
TaxesSchedule/TaxesDetail/Amt0103
TaxesSchedule/TaxesDetail/CategoryTxt0US TREASURY
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0W ROGER FRY ESQ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05133819200
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GRACE M HARVIE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GRAC
ReturnHeader/Filer/EIN0316301759
ReturnHeader/Filer/PhoneNum05133819200
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 VINE STREET RM/STE 2650
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045202
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B3378FDA7FD6FCE78EA220F1EB933BEC585536A3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BD55BCBAF3C68CDF1F389F5BA574DD8D29DEB7E8
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270890231
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MIDWEST CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04555 LAKE FOREST DR STE 410
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLUE ASH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0452423760
ReturnHeader/PreparerPersonGrp/PhoneNum05135882830
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY TATE
ReturnHeader/ReturnTs02017-05-08T15:38:58-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,796
Liabilities
$0
Net assets
$48,796
Revenue
$18,496
Expenses
$18,752
Net income
-$256
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