Civic Intelligence

Trust U a Vivian H Schulze

EIN 34-6967733 • Rocky River, OH

20006 Detroit Road Suite 200Rocky River, OH 44116
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

13th percentile

-32%

Higher net margin than 13% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

57th percentile

$35,595

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 20.3% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

67th percentile

8.7%

Faster asset growth than 67% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

22%

Faster revenue growth than 66% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$4,259,695

Up $340,455 (+8.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,259,695

Up $340,455 (+8.7%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin13th percentile

Revenue

Up

$174,981

Up $31,858 (+22%) from 2023

Expenses

Up

$230,276

Up $26,255 (+13%) from 2023

Net Income

Up

-$55,295

Up $5,603 (+9.2%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

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

$6.0M$4.0M$2.0M$0Assets 2013: $1,656,671Liabilities 2013: $0Net Assets 2013: $1,656,6712013Assets 2014: $1,590,928Liabilities 2014: $0Net Assets 2014: $1,590,9282014Assets 2015: $1,489,089Liabilities 2015: $0Net Assets 2015: $1,489,0892015Assets 2016: $1,460,693Liabilities 2016: $0Net Assets 2016: $1,460,6932016Assets 2017: $1,429,188Liabilities 2017: $6,935Net Assets 2017: $1,422,2532017Assets 2018: $1,336,789Liabilities 2018: $0Net Assets 2018: $1,336,7892018Assets 2019: $1,540,736Liabilities 2019: $0Net Assets 2019: $1,540,7362019Assets 2020: $1,381,255Liabilities 2020: $0Net Assets 2020: $1,381,2552020Assets 2021: $1,357,456Liabilities 2021: $0Net Assets 2021: $1,357,4562021Assets 2022: $1,403,632Liabilities 2022: $0Net Assets 2022: $1,403,6322022Assets 2023: $3,919,240Liabilities 2023: $0Net Assets 2023: $3,919,2402023Assets 2024: $4,259,695Liabilities 2024: $0Net Assets 2024: $4,259,6952024

Highlighted filing

2024

Assets$4,259,695
Liabilities$0
Net Assets$4,259,695
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

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

$400K$200K$0-$200KRevenue 2013: $253,112Expenses 2013: $172,583Net Income 2013: $80,5292013Revenue 2014: $125,165Expenses 2014: $190,071Net Income 2014: -$64,9062014Revenue 2015: $85,257Expenses 2015: $186,295Net Income 2015: -$101,0382015Revenue 2016: $133,908Expenses 2016: $160,573Net Income 2016: -$26,6652016Revenue 2017: $138,474Expenses 2017: $175,489Net Income 2017: -$37,0152017Revenue 2018: $104,488Expenses 2018: $186,297Net Income 2018: -$81,8092018Revenue 2019: $363,186Expenses 2019: $162,187Net Income 2019: $200,9992019Revenue 2020: $30,153Expenses 2020: $189,634Net Income 2020: -$159,4812020Revenue 2021: $183,288Expenses 2021: $207,087Net Income 2021: -$23,7992021Revenue 2022: $198,316Expenses 2022: $156,011Net Income 2022: $42,3052022Revenue 2023: $143,123Expenses 2023: $204,021Net Income 2023: -$60,8982023Revenue 2024: $174,981Expenses 2024: $230,276Net Income 2024: -$55,2952024

Highlighted filing

2024

Revenue$174,981
Expenses$230,276
Net Income-$55,295
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$4,259,695
Liabilities
$0
Net assets
$4,259,695
Revenue
$174,981
Expenses
$230,276
Net income
-$55,295
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.17$0.23$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.14$0.20$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.20$0.16$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.18$0.21$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.03$0.19$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.36$0.16$0.20
2018Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.10$0.19$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.43$0.01$1.42$0.14$0.18$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.13$0.16$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.09$0.19$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.13$0.19$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.25$0.17$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 21, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS STICKNEYTrustee-$35,595-$35,595
Filing and Contact Details

Filer

Filer Name
Trust U a Vivian H Schulze
EIN
34-6967733
Phone
2162410140
Address
20006 DETROIT ROAD SUITE 200, ROCKY RIVER, OH 44116

Signing Officer

Name
Thomas M Stickney
Title
Trustee
Phone
2162410140
Signed
2025-08-21
Discuss with paid preparer
Yes

Preparer

Firm
Rea & Associates Inc
Address
6300 ROCKSIDE RD, CLEVELAND, OH 44131
Preparer
Melissa a Orenich CPA
Phone
2165732330
Raw XML Appendix322 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/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt017801 DETROIT AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt110900 EUCLID AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23900 WILDLIFE WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt328728 WOLF ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt45 MASONIC DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt520006 DETROIT RD STE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAKEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BAY VILLAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SPRINGFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5ROCKY RIVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044107
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd144106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd244109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd344140
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd445504
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd544116
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0185508
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0198835
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt06684
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0206738
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0205519
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt07903
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06684
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADR FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CHARITABLE REGISTRATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ELECTRONIC FUNDS TRANSFERS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1200
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt279
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt39
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt055
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt055
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt279
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt39
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0395750
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
TaxesSchedule/TaxesDetail/Amt02628
TaxesSchedule/TaxesDetail/Amt12352
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02628
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS M STICKNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02162410140
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUST U A VIVIAN H SCHULZE
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0346967733
ReturnHeader/Filer/PhoneNum02162410140
ReturnHeader/Filer/USAddress/AddressLine1Txt020006 DETROIT ROAD SUITE 200
ReturnHeader/Filer/USAddress/CityNm0ROCKY RIVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044116
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341310124
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REA & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06300 ROCKSIDE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044131
ReturnHeader/PreparerPersonGrp/PhoneNum02165732330
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELISSA A ORENICH CPA
ReturnHeader/ReturnTs02025-09-09T10:04:01-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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