Civic Intelligence

P Schneider Welfare Fd Tr UW

EIN 34-6568931 • Columbus, OH

PO Box 1558 Dept Ea5w86Columbus, OH 43216
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

60th percentile

10%

Higher net margin than 60% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

65th percentile

$11,632

Higher top officer pay than 65% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Asset Growth

45th percentile

0.6%

Faster asset growth than 45% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

159%

Faster revenue growth than 92% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$698,495

Up $4,471 (+0.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$698,495

Up $4,471 (+0.6%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin60th percentile

Revenue

Up

$59,939

Up $36,754 (+159%) from 2023

Expenses

Down

$53,721

Down $18,450 (-26%) from 2023

Net Income

Up

$6,218

Up $55,204 (+113%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$800K$600K$400K$200K$0Assets 2010: $751,406Liabilities 2010: $0Net Assets 2010: $751,4062010Assets 2020: $739,396Liabilities 2020: $0Net Assets 2020: $739,3962020Assets 2021: $766,724Liabilities 2021: $0Net Assets 2021: $766,7242021Assets 2022: $742,357Liabilities 2022: $0Net Assets 2022: $742,3572022Assets 2023: $694,024Liabilities 2023: $0Net Assets 2023: $694,0242023Assets 2024: $698,495Liabilities 2024: $0Net Assets 2024: $698,4952024

Highlighted filing

2024

Assets$698,495
Liabilities$0
Net Assets$698,495
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $116,4272010Revenue 2020: $54,926Expenses 2020: $80,455Net Income 2020: -$25,5292020Revenue 2021: $108,368Expenses 2021: $69,588Net Income 2021: $38,7802021Revenue 2022: $35,880Expenses 2022: $70,743Net Income 2022: -$34,8632022Revenue 2023: $23,185Expenses 2023: $72,171Net Income 2023: -$48,9862023Revenue 2024: $59,939Expenses 2024: $53,721Net Income 2024: $6,2182024

Highlighted filing

2024

Revenue$59,939
Expenses$53,721
Net Income$6,218
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$698,495
Liabilities
$0
Net assets
$698,495
Revenue
$59,939
Expenses
$53,721
Net income
$6,218
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$0.60$0.54$0.06
2023Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$0.23$0.72$0.49
2022Detailed filing. Detailed filing data is available for this year.$7.42$0.00$7.42$0.36$0.71$0.35
2021Detailed filing. Detailed filing data is available for this year.$7.67$0.00$7.67$1.08$0.70$0.39
2020Detailed filing. Detailed filing data is available for this year.$7.39$0.00$7.39$0.55$0.80$0.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.51$0.00$7.51$1.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 31, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKTrustee-$11,300-$11,300
Filing and Contact Details

Filer

Filer Name
P Schneider Welfare Fd Tr Uw
EIN
34-6568931
Phone
3303847300
Address
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
3303847300
Signed
2025-03-31
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT ST 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura Strobel
Phone
4123556000
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ExplnOfNonFilingWithAGStmt/ExplanationTxt0The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6611135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6720030N101 COMCAST CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6830303M102 FACEBOOK INC CL-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69316188309 FIDELITY MERRIMACK S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70369604301 GENERAL ELEC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7141665H326 HARTFORD MUT FDS II
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7246090A887 INVESCO ULTRA SHORT
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74464287242 ISHARES TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75464288513 ISHARES TR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7746434V787 ISHARES TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7846637K281 JPMORGAN TR I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7964110L106 NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80693475105 PNC FINL SVCS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81697435105 PALO ALTO NETWORKS I
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8378464A474 SPDR SER TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8479466L302 SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85871607107 SYNOPSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86872540109 TJX COS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87872590104 T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88902973304 US BANCORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8992532F100 VERTEX PHARMACEUTICA
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91G54950103 LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9204314H568 ARTISAN PARTNERS FDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9304314H667 ARTISAN PARTNERS FDS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96230001752 CULLEN EMERGING MARK
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99285512109 ELECTRONIC ARTS INC
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04400
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt036949
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt05650
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt011300
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0467
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt016401
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32021-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42021-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52022-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62023-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72022-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82021-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92023-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102023-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112023-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122018-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132017-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142017-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152023-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162023-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172014-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182018-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192020-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202017-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212023-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222023-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232022-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242020-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252017-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262023-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272021-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282023-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292019-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302019-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312019-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322023-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332023-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342023-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352019-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362018-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372021-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382017-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392023-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402021-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412023-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422022-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432022-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442021-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452018-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462023-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472024-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482024-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492018-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502021-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512021-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522023-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532020-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542023-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552023-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562014-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572023-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582023-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592023-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602020-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612020-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622015-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632023-04-12

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