Civic Intelligence

John & Minnie Oshea Fdn Iua

EIN 35-6311797 • 501(c)3 • Cincinnati, OH

Profile

Trust assets are invested to provide income to be distributed to the charities named in the governing document

PO Box 630858Cincinnati, OH 45263-0858

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

75th percentile

23%

Higher net margin than 75% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

44th percentile

$27,930

Higher top officer pay than 44% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

47th percentile

2.3%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

86th percentile

62%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,566,173

Up $35,795 (+2.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,566,173

Up $35,795 (+2.3%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin75th percentile

Revenue

Up

$155,650

Up $59,282 (+62%) from 2024

Expenses

Up

$119,847

Up $5,729 (+5.0%) from 2024

Net Income

Up

$35,803

Up $53,553 (+302%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2020: $1,568,877Liabilities 2020: $0Net Assets 2020: $1,568,8772020Assets 2021: $1,595,907Liabilities 2021: $0Net Assets 2021: $1,595,9072021Assets 2022: $1,558,115Liabilities 2022: $0Net Assets 2022: $1,558,1152022Assets 2023: $1,548,128Liabilities 2023: $0Net Assets 2023: $1,548,1282023Assets 2024: $1,530,378Liabilities 2024: $0Net Assets 2024: $1,530,3782024Assets 2025: $1,566,173Liabilities 2025: $0Net Assets 2025: $1,566,1732025

Highlighted filing

2025

Assets$1,566,173
Liabilities$0
Net Assets$1,566,173
Open 2025 Filing

Operations Trend

Revenue Growth86th percentile

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

$200K$100K$0-$100KRevenue 2020: $65,277Expenses 2020: $109,860Net Income 2020: -$44,5832020Revenue 2021: $138,284Expenses 2021: $111,246Net Income 2021: $27,0382021Revenue 2022: $83,630Expenses 2022: $121,410Net Income 2022: -$37,7802022Revenue 2023: $116,628Expenses 2023: $126,610Net Income 2023: -$9,9822023Revenue 2024: $96,368Expenses 2024: $114,118Net Income 2024: -$17,7502024Revenue 2025: $155,650Expenses 2025: $119,847Net Income 2025: $35,8032025

Highlighted filing

2025

Revenue$155,650
Expenses$119,847
Net Income$35,803
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,566,173
Liabilities
$0
Net assets
$1,566,173
Revenue
$155,650
Expenses
$119,847
Net income
$35,803
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.00$1.57$0.16$0.12$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.10$0.11$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.12$0.13$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.08$0.12$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.14$0.11$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.07$0.11$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Oct 2, 2025
Return Version
2024v5.2
Gross Receipts
$628,262
Mission and Program Overview

Mission

Trust assets are invested to provide income to be distributed to the charities named in the governing document

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,530,378$1,566,173▲ $35,795
Investments in Publicly Traded Securities$1,464,797$1,498,493▲ $33,696
Savings and Temporary Cash Investments$65,581$67,680▲ $2,099
Total Assets$1,530,378$1,566,173▲ $35,795
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,530,378$1,566,173▲ $35,795
Total Liabilities and Net Assets / Fund Balance$1,530,378$1,566,173▲ $35,795
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleBaseTotal
Fifth Third Bank N aTrustee$27,930$27,930
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$155,650
Other Revenue
$0
Change in Net Assets
$35,803
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$89,810
Salaries, Compensation, and Employee Benefits$27,930
Other Expenses$2,107
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$89,810--$89,810
Current Officers, Directors, Trustees, and Key Employees$4,190$23,740-$27,930
Fees for Services Accounting-$1,470-$1,470
Other Expenses-$637-$637
Total Functional Expenses$94,000$25,847$0$119,847
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of EvansvilleEvansville, IN501(c)3General Operating Assistance$89,810
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Form 990 is reviewed by a tax officer of the trustee”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“At the annual meeting, members of the trustee oversight council prepared and disclosed annual conflict of interests. As grantee organizations were discussed, a trustee member would recuse themselves from voting if a conflict was present and the conflict would be noted in the minutes.”

Form 990, Page 6, Part VI, Line 19

“Forms are available upon written request to the organization”

Filing and Contact Details

Filer

Filer Name
John & Minnie Oshea Fdn Iua
EIN
35-6311797
Phone
5135345310
Address
PO BOX 630858, CINCINNATI, OH 45263-0858

Signing Officer

Name
Matthew Carothers
Title
Trustee
Phone
5135345310
Signed
2025-10-02
Discuss with paid preparer
Yes

Organization Details

Formed
1976
Legal Domicile
In
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Mutual fund earnings ($7) ; rounding ($1)”

Raw XML Appendix394 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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL OPERATING ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF EVANSVILLE
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE MADE TO ORGANIZATIONS NAMED IN THE GOVERNING DOCUMENT TO BE USED FOR THE PURPOSES AND PROGRAMS ESTABLISHED BY THE TRUST INSTRUMENT. NO UNSOLICITED REQUESTS FOR FUNDS ARE ACCEPTED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY A TAX OFFICER OF THE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT THE ANNUAL MEETING, MEMBERS OF THE TRUSTEE OVERSIGHT COUNCIL PREPARED AND DISCLOSED ANNUAL CONFLICT OF INTERESTS. AS GRANTEE ORGANIZATIONS WERE DISCUSSED, A TRUSTEE MEMBER WOULD RECUSE THEMSELVES FROM VOTING IF A CONFLICT WAS PRESENT AND THE CONFLICT WOULD BE NOTED IN THE MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORMS ARE AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MUTUAL FUND EARNINGS ($7) ; ROUNDING ($1)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0119847
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01566173
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IRS990/TotalRevenueGrp/ExclusionAmt0155650
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0155650
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01566173
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IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW CAROTHERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05135345310
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN & MINNIE OSHEA FDN IUA
ReturnHeader/Filer/BusinessNameControlTxt0OSHE
ReturnHeader/Filer/EIN0356311797
ReturnHeader/Filer/PhoneNum05135345310
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 630858
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON J VALENTY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-08T14:01:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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