Civic Intelligence

Kathleen a Nist

EIN 34-7069345 • 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

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

82nd percentile

32%

Higher net margin than 82% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

87th percentile

$7,872

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 17.9% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

63rd percentile

3.3%

Faster asset growth than 63% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

65%

Faster revenue growth than 86% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$456,426

Up $14,684 (+3.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$456,426

Up $14,684 (+3.3%) from 2023

Revenue

Up

$43,858

Up $17,268 (+65%) from 2023

Expenses

Up

$29,893

Up $228 (+0.8%) from 2023

Net Income

Up

$13,965

Up $17,040 (+554%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2019: $435,610Liabilities 2019: $0Net Assets 2019: $435,6102019Assets 2020: $431,706Liabilities 2020: $0Net Assets 2020: $431,7062020Assets 2021: $482,523Liabilities 2021: $0Net Assets 2021: $482,5232021Assets 2022: $445,509Liabilities 2022: $0Net Assets 2022: $445,5092022Assets 2023: $441,742Liabilities 2023: $0Net Assets 2023: $441,7422023Assets 2024: $456,426Liabilities 2024: $0Net Assets 2024: $456,4262024

Highlighted filing

2024

Assets$456,426
Liabilities$0
Net Assets$456,426

Operations Trend

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

$100K$50K$0-$50KRevenue 2019: $46,539Expenses 2019: $37,050Net Income 2019: $9,4892019Revenue 2020: $18,197Expenses 2020: $23,580Net Income 2020: -$5,3832020Revenue 2021: $68,493Expenses 2021: $15,633Net Income 2021: $52,8602021Revenue 2022: $3,765Expenses 2022: $43,904Net Income 2022: -$40,1392022Revenue 2023: $26,590Expenses 2023: $29,665Net Income 2023: -$3,0752023Revenue 2024: $43,858Expenses 2024: $29,893Net Income 2024: $13,9652024

Highlighted filing

2024

Revenue$43,858
Expenses$29,893
Net Income$13,965

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 23, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKTrustee-$7,872-$7,872
Filing and Contact Details

Filer

Filer Name
Kathleen a Nist
EIN
34-7069345
Phone
3308293219
Address
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
3308293219
Signed
2025-04-23
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/StockNm97922042858 VANGUARD INTL EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9800206R102 AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99256677105 DOLLAR GEN CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100291011104 EMERSON ELEC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10178463X749 SPDR INDEX SHS FDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10230231G102 EXXON MOBIL CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104464288513 ISHARES TR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10626875P101 EOG RES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107464287507 ISHARES TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108674599105 OCCIDENTAL PETE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10981762P102 SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110464287176 ISHARES TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11100287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11200724F101 ADOBE SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11303027X100 AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114049560105 ATMOS ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115084670702 BERKSHIRE HATHAWAY C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116101137107 BOSTON SCIENTIFIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11711135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11820030N101 COMCAST CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119369604301 GENERAL ELEC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12064110L106 NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121693475105 PNC FINL SVCS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122697435105 PALO ALTO NETWORKS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12379466L302 SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124871607107 SYNOPSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125872540109 TJX COS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126872590104 T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127902973304 US BANCORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12898978V103 ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129G54950103 LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13022788C105 CROWDSTRIKE HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131253868103 DIGITAL RLTY TR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132458140100 INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13368389X105 ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm134747525103 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13575513E101 RTX CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm137883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13892343V104 VERIZON COMMUNICATIO
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt043858
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt043858
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01750
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt023243
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt03936
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt03936
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt07872
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt019536
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt019536
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt013965
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0105489
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0200
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0172
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0535
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt025422
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04108
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt029893
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt040245
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010357
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32023-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42023-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52023-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72023-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102022-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112023-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122022-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132020-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142024-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152023-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162023-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172020-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182023-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192018-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202024-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212023-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222024-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232023-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242008-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252024-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262019-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272023-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282023-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292022-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302024-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312024-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322024-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332023-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342024-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352022-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362020-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372023-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382021-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392022-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402022-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412022-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422023-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432024-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442023-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452018-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462004-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472019-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482024-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492024-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502022-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512024-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522024-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532017-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542022-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552022-11-10

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