Civic Intelligence

Norton-White-Gale Trust

EIN 34-6521422 • Willoughby, OH

2778 Som Center Road Suite 100Willoughby, OH 44094
Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

40th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2022

Net Margin

4th percentile

-201%

Higher net margin than 4% of similar nonprofits.

$500k-$1M nonprofits • Source year 2022

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2022

Asset Growth

24th percentile

-5.4%

Faster asset growth than 24% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-68%

Faster revenue growth than 4% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$0

Down $791,835 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $791,835 (-100%) from 2022

Operations
Liabilities / Revenue40th percentileNet Margin4th percentile

Revenue

Up

$25,287

Up $2,655 (+12%) from 2022

Expenses

Up

$817,122

Up $749,009 (+1100%) from 2022

Net Income

Down

-$791,835

Down $746,354 (-1641%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

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

$1.0M$500K$0Assets 2013: $842,057Liabilities 2013: $0Net Assets 2013: $842,0572013Assets 2016: $848,461Liabilities 2016: $0Net Assets 2016: $848,4612016Assets 2020: $844,717Liabilities 2020: $0Net Assets 2020: $844,7172020Assets 2021: $837,264Liabilities 2021: $0Net Assets 2021: $837,2642021Assets 2022: $791,835Liabilities 2022: $0Net Assets 2022: $791,8352022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2013: $49,720Expenses 2013: $56,568Net Income 2013: -$6,8482013Revenue 2016: $44,572Expenses 2016: $62,675Net Income 2016: -$18,1032016Revenue 2020: $42,960Expenses 2020: $65,607Net Income 2020: -$22,6472020Revenue 2021: $70,210Expenses 2021: $77,561Net Income 2021: -$7,3512021Revenue 2022: $22,632Expenses 2022: $68,113Net Income 2022: -$45,4812022Revenue 2023: $25,287Expenses 2023: $817,122Net Income 2023: -$791,8352023

Highlighted filing

2023

Revenue$25,287
Expenses$817,122
Net Income-$791,835
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$25,287
Expenses
$817,122
Net income
-$791,835
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.25$8.17$7.92
2022Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.92$0.23$0.68$0.45
2021Detailed filing. Detailed filing data is available for this year.$8.37$0.00$8.37$0.70$0.78$0.07
2020Detailed filing. Detailed filing data is available for this year.$8.45$0.00$8.45$0.43$0.66$0.23
2016Detailed filing. Detailed filing data is available for this year.$8.48$0.00$8.48$0.45$0.63$0.18
2013Detailed filing. Detailed filing data is available for this year.$8.42$0.00$8.42$0.50$0.57$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 4, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT I GALE IIITrustee-$0--
ROBERT T GALETrustee-$0--
KATHERINE B HOLLINGSWORTHTrustee-$0--
CAROLYN W BARRTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL-CLEVELAND, OH, US$707,884
Paid Grant-GENERAL-PORT CLINTON, OH, US$665,000
Filing and Contact Details

Filer

Filer Name
Norton-white-gale Trust
EIN
34-6521422
Address
2778 SOM CENTER ROAD SUITE 100, WILLOUGHBY, OH 44094

Signing Officer

Name
Robert Gale Iii
Title
Trustee
Phone
4405851818
Signed
2024-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Sable Group LLC
Address
3785 GREEN ROAD, BEACHWOOD, OH 44122
Preparer
Amy Green Havelka
Phone
2162923550
Raw XML Appendix279 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT I GALE III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT T GALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KATHERINE B HOLLINGSWORTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CAROLYN W BARR
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt030089
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030089
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0830
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0204
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0204
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0683099
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0682269
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0830
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0712358
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0682269
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0683303
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01034
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc02023 OHIO REGISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04758
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0KEYBANK INVESTMENT MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04758
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt06
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT GALE III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04405851818
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTON-WHITE-GALE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0346521422
ReturnHeader/Filer/USAddress/AddressLine1Txt02778 SOM CENTER ROAD SUITE 100
ReturnHeader/Filer/USAddress/CityNm0WILLOUGHBY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044094
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0824116366
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SABLE GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03785 GREEN ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEACHWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044122
ReturnHeader/PreparerPersonGrp/PhoneNum02162923550
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY GREEN HAVELKA
ReturnHeader/ReturnTs02024-11-11T10:58:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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