Civic Intelligence

St Paul'S Foundation Fifth Third Bank

990 • Fiscal year 2020 • EIN 34-6521007

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 26, 2021

P O 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

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

17th percentile

-18%

Higher net margin than 17% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

$2,003,394

No earlier filing loaded for comparison.

Net Assets

$2,003,394

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$102,557

No earlier filing loaded for comparison.

Expenses

$120,752

No earlier filing loaded for comparison.

Net Income

-$18,195

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.

$3.0M$2.0M$1.0M$0Assets 2020: $2,003,394Liabilities 2020: $0Net Assets 2020: $2,003,3942020Assets 2021: $2,052,492Liabilities 2021: $0Net Assets 2021: $2,052,4922021Assets 2022: $2,057,547Liabilities 2022: $0Net Assets 2022: $2,057,5472022Assets 2023: $1,803,014Liabilities 2023: $0Net Assets 2023: $1,803,0142023Assets 2024: $1,603,091Liabilities 2024: $0Net Assets 2024: $1,603,0912024

Highlighted filing

2020

Assets$2,003,394
Liabilities$0
Net Assets$2,003,394

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2020: $102,557Expenses 2020: $120,752Net Income 2020: -$18,1952020Revenue 2021: $182,148Expenses 2021: $133,331Net Income 2021: $48,8172021Revenue 2022: $208,211Expenses 2022: $202,650Net Income 2022: $5,5612022Revenue 2023: $1,011Expenses 2023: $255,451Net Income 2023: -$254,4402023Revenue 2024: $54,768Expenses 2024: $254,990Net Income 2024: -$200,2222024

Highlighted filing

2020

Revenue$102,557
Expenses$120,752
Net Income-$18,195
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 26, 2021
Return Version
2020v4.0
Gross Receipts
$940,935
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,022,605--
Cap Stk Tr Prin Current Funds-$2,003,394-
Investments in Publicly Traded Securities$1,902,727$1,866,581▼ $36,146
Savings and Temporary Cash Investments$116,492$129,775▲ $13,283
Cash and Non-Interest-Bearing Accounts$3,387$7,038▲ $3,651
Total Assets$2,022,606$2,003,394▼ $19,212
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,022,605$2,003,394▼ $19,211
Total Liabilities and Net Assets / Fund Balance$2,022,605$2,003,394▼ $19,211
Compensation and Service Providers

Board Members and Trustees

NameTitle
Isaac DemarestBoard Member
Katherine KingBoard Member
James WilliamsBoard Member - Trustee
Marilyn MeinenBoard Member - Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$550
Program Service Revenue
$0
Investment Income
$102,007
Other Revenue
$0
All Other Contributions
$550
Change in Net Assets
$-18,195
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$102,650
Other Expenses$18,102
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$102,650--$102,650
All Other Expenses-$16,752-$16,752
Fees for Services Accounting-$1,350-$1,350
Total Functional Expenses$102,650$18,102$0$120,752
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Paul Methodist ChurchToledo, OH--$102,650
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
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

Form 990 is sent to the trustee to reveiw and sign.

Form 990, Page 6, Part VI, Line 19

Documents are available upon written request to the organization

Form 990, Page 7, Part VII, Section A

Marilyn l meinen - member of board, trustee - james williams - member of board, trustee - 1 hr, isaac demarest - member of board, 1 hr, katherine king - board member

Filing and Contact Details

Filer

Filer Name
ST PAUL'S METHODIST FDTN FIFTH THIRD
EIN
34-6521007
Phone
5135345310
Address
P O BOX 630858, CINCINNATI, OH 45263-0858

Signing Officer

Name
James Williams
Title
Trustee
Phone
5135345310
Signed
2021-04-26
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Doak a Pfaff
Phone
6142327288
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

Roc adjustment: ($362.73). 2020 transactions posted in 2021:(1,127.07). Sales found updates: (303.42).rounding; $8.22

Raw XML Appendix304 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MARILYN L MEINEN - MEMBER OF BOARD, TRUSTEE - JAMES WILLIAMS - MEMBER OF BOARD, TRUSTEE - 1 HR, ISAAC DEMAREST - MEMBER OF BOARD, 1 HR, KATHERINE KING - BOARD MEMBER
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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