Civic Intelligence

Generation Trust - General Fund

990PF • Fiscal year 2024 • EIN 34-6850815

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 31, 2025

Organization Profile
PO 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

19th percentile

0.00x

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Net Margin

21st percentile

-8.7%

Higher net margin than 21% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

30th percentile

$60,000

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2024 filings • $10M-$25M nonprofits • Source year 2024

Asset Growth

29th percentile

-0.5%

Faster asset growth than 29% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

57%

Faster revenue growth than 81% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$19,838,130

Down $109,512 (-0.5%) from 2023

Net Assets

Down

$19,838,130

Down $109,512 (-0.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin21st percentile

Revenue

Up

$1,169,241

Up $424,726 (+57%) from 2023

Expenses

Up

$1,271,489

Up $953,530 (+300%) from 2023

Net Income

Down

-$102,248

Down $528,804 (-124%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$30M$20M$10M$0Assets 2019: $23,431,507Liabilities 2019: $0Net Assets 2019: $23,431,5072019Assets 2020: $23,421,924Liabilities 2020: $0Net Assets 2020: $23,421,9242020Assets 2021: $24,545,623Liabilities 2021: $0Net Assets 2021: $24,545,6232021Assets 2022: $19,679,122Liabilities 2022: $0Net Assets 2022: $19,679,1222022Assets 2023: $19,947,642Liabilities 2023: $0Net Assets 2023: $19,947,6422023Assets 2024: $19,838,130Liabilities 2024: $0Net Assets 2024: $19,838,1302024

Highlighted filing

2024

Assets$19,838,130
Liabilities$0
Net Assets$19,838,130
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2019: $1,327,858Expenses 2019: $2,632,083Net Income 2019: -$1,304,2252019Revenue 2020: $1,362,936Expenses 2020: $1,036,418Net Income 2020: $326,5182020Revenue 2021: $1,375,559Expenses 2021: $252,256Net Income 2021: $1,123,3032021Revenue 2022: $1,281,178Expenses 2022: $7,865,989Net Income 2022: -$6,584,8112022Revenue 2023: $744,515Expenses 2023: $317,959Net Income 2023: $426,5562023Revenue 2024: $1,169,241Expenses 2024: $1,271,489Net Income 2024: -$102,2482024

Highlighted filing

2024

Revenue$1,169,241
Expenses$1,271,489
Net Income-$102,248
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 31, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN BECKETTExecutive DirectorFT$60,000-$60,000
FIFTH THIRD BANK N ATrustee-$57,093-$57,093
JOHN D BECKETTAdvisor-$0--
WENDY BECKETTAdvisor-$0--
KEVIN BECKETTAdvisor-$0--
Filing and Contact Details

Filer

Filer Name
The Generation Trust
EIN
34-6850815
Phone
5135345310
Address
PO BOX 630858, CINCINNATI, OH 45263-0858

Signing Officer

Name
Matthew Carothers
Title
Trustee
Phone
5135345310
Signed
2025-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
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InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0591768
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt04404
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt118172
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21483834
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt366519
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4201538
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5203681
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6127778
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7478883
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8592822
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt95429
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt104873
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt114839
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt123876
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt132939
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt144599
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt152939
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16100000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt183394
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2050000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21494822
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23531886
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24500000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25192551
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26400000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2750501
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0008882789 INVESCO EQV EURPOEAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100900W647 INVESCO OPPENHEIMER
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt309251T301 BLACKROCK GLOBAL ALL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4298706110 AMERICAN FUNDS EUROP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5411511306 HARBOR INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6411511504 HARBOR CAPITAL APPRE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7464286608 ISHARES MSCI EUROZON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8464287101 ISHARES S&P 100 INDE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9464287465 ISHARES MSCI EAFE IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10464287507 ISHARES CORE S&P MID
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11464287804 ISHARES CORE S&P SMA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12464289180 ISHARES MSCI EUROPE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1346432F842 ISHARES CORE MSCI EA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1446434G103 ISHARES CORE MSCI EM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16543915839 LORD ABBETT INTL OPP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17552983694 MFS VALUE FUND CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1874440B884 PGIM TOTAL RETURN BO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1974680E101 PUTNAM INTL EQUITY C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20885215640 THORNBURG INTERNATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21921909768 VANGUARD TOTAL INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22921946810 VANGUARD WHITEHALL F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2392913X811 VOYA GLOBAL EQUITY F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24256206103 DODGE & COX INTL STO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25317609295 SEAFARER OVERSEAS GR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2787245R664 TIAA CREF INTL OPPTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2809260B382 BLACKROCK FDS II STR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2931761R393 FINANCIAL INVS TR AL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3040168W483 GUGGENHEIM LIMITED D
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3147103C480 JANUS HENDERSON OVER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3200770X675 ADVISORS SER TR PZEN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33025072604 AVANTIS EMERGING MAR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3404314H568 ARTISAN HIGH INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3504314H618 ARTISAN DEV WORLD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36115291759 BROWN CAPITAL MANAGE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37315911727 FIDELITY INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38316146265 FIDELITY MID CAP IND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3938147N293 GOLDMAN SACHS GQG PA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40779917707 T. ROWE PRICE INTEGR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4192204A702 VANGUARD INFORMATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42922908686 VANGUARD SMALL CAP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4397717W281 WISDOMTREE TRUST EMG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt04908
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt131291
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22962734
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt183049
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19104572
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2049133
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21447817
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22247581
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23446510
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24489451
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25186540
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26395558
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2746474
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0632610
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0536631
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01169241
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01169241
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01410
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01410
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0536631
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt017564
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt099529
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0117093
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01098000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01098000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0590733
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0632610
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-102248
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04381939
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0536631
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0992402
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt015140
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt012787
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt027927
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt016497
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt016497
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06149
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt010562

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Filings

Displayed year

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

Open filing
Assets
$19,838,130
Liabilities
$0
Net assets
$19,838,130
Revenue
$1,169,241
Expenses
$1,271,489
Net income
-$102,248
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$1.17$1.27$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.9$0.00$19.9$0.74$0.32$0.43
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.7$0.00$19.7$1.28$7.87$6.58
2021Detailed filing. Detailed filing data is available for this year.$24.5$0.00$24.5$1.38$0.25$1.12
2020Detailed filing. Detailed filing data is available for this year.$23.4$0.00$23.4$1.36$1.04$0.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.4$0.00$23.4$1.33$2.63$1.30