Civic Intelligence

John R Shofnitz Charitable Tr

990PF • Fiscal year 2013 • EIN 38-3206767

Jan 01, 2013 to Dec 31, 2013 • Filed on May 01, 2014

PO Box 3636Cincinnati, OH 49501-3636

(800) 400-0439

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

87th percentile

48%

Higher net margin than 87% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

69th percentile

7.7%

Faster asset growth than 69% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

83rd percentile

50%

Faster revenue growth than 83% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2011 to 2013

Assets

Up

$1,334,490

Up $95,565 (+7.7%) from 2012

Net Assets

Up

$1,334,490

Up $95,565 (+7.7%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue

$198,520

No earlier filing loaded for comparison.

Expenses

Up

$103,032

Up $8,110 (+8.5%) from 2012

Net Income

$95,488

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,242,994Liabilities 2010: $0Net Assets 2010: $1,242,9942010Assets 2011: $1,229,448Liabilities 2011: $12011Assets 2012: $1,238,925Liabilities 2012: $0Net Assets 2012: $1,238,9252012Assets 2013: $1,334,490Liabilities 2013: $1Net Assets 2013: $1,334,4902013Assets 2014: $1,500,403Liabilities 2014: $1Net Assets 2014: $1,500,4032014Assets 2015: $1,426,594Liabilities 2015: $1Net Assets 2015: $1,426,5942015Assets 2016: $1,418,013Liabilities 2016: $0Net Assets 2016: $1,418,0132016Assets 2017: $1,403,104Liabilities 2017: $0Net Assets 2017: $1,403,1042017Assets 2018: $1,398,198Liabilities 2018: $0Net Assets 2018: $1,398,1982018Assets 2019: $1,519,949Liabilities 2019: $1Net Assets 2019: $1,519,9492019Assets 2020: $1,481,878Liabilities 2020: $1Net Assets 2020: $1,481,8782020Assets 2021: $1,522,546Liabilities 2021: $1Net Assets 2021: $1,522,5462021Assets 2022: $1,456,625Liabilities 2022: $1Net Assets 2022: $1,456,6252022Assets 2023: $1,444,784Liabilities 2023: $1Net Assets 2023: $1,444,7842023Assets 2024: $1,517,175Liabilities 2024: $0Net Assets 2024: $1,517,1752024

Highlighted filing

2013

Assets$1,334,490
Liabilities$1
Net Assets$1,334,490

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $91,6002010Revenue 2011: $88,326Expenses 2011: $101,872Net Income 2011: -$13,5462011Expenses 2012: $94,9222012Revenue 2013: $198,520Expenses 2013: $103,032Net Income 2013: $95,4882013Revenue 2014: $277,990Expenses 2014: $112,077Net Income 2014: $165,9132014Revenue 2015: $42,160Expenses 2015: $115,969Net Income 2015: -$73,8092015Revenue 2016: $78,735Expenses 2016: $87,316Net Income 2016: -$8,5812016Revenue 2017: $75,373Expenses 2017: $90,286Net Income 2017: -$14,9132017Revenue 2018: $83,974Expenses 2018: $88,877Net Income 2018: -$4,9032018Revenue 2019: $210,380Expenses 2019: $88,634Net Income 2019: $121,7462019Revenue 2020: $70,073Expenses 2020: $107,487Net Income 2020: -$37,4142020Revenue 2021: $156,910Expenses 2021: $116,530Net Income 2021: $40,3802021Revenue 2022: $52,297Expenses 2022: $127,014Net Income 2022: -$74,7172022Revenue 2023: $91,728Expenses 2023: $103,337Net Income 2023: -$11,6092023Revenue 2024: $177,909Expenses 2024: $105,636Net Income 2024: $72,2732024

Highlighted filing

2013

Revenue$198,520
Expenses$103,032
Net Income$95,488
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 1, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIFTH THIRD BANKTrustee-$0--
Filing and Contact Details

Filer

EIN
38-3206767
Phone
8004000439

Signing Officer

Name
Matthew Carothers
Title
Trustee
Phone
8004000439
Signed
2014-05-01
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61AMERISOURCEBERGEN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62BANK OF NEW YORK MELLON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63BAXTER INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64BORG WARNER AUTOMOTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65CBS CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67CUMMINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68DEERE AND CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69DOVER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70EMC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71EOG RES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72EBAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73EXPRESS SCRIPTS HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74FREEPORT MCMORAN COPPER AND GO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75GOOGLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78INTERNATIONAL PAPER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79ISHARES RUSSELL 1000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80KOHLS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82MEDTRONIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84MONSANTO CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85OCCIDENTAL PETE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87PHILIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88PROCTOR AND GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89PUBLIC SVC ENTERPRISE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90SANDISK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91STATE STREET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92TIME WARNER CABLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93UNITED TECHNOLOGIES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt097365
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt160378
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28783
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt363283
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt491969
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt520000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt638599
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt740000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt819404
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt979634
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1060000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1123460
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0PIMCO TOTAL RETURN BD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1PIMCO ALL ASSET FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2VANGUARD REIT ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3PIMCO LOW DURATION FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4EATON VANCE FLTG RATE FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5OPPENHEIMER INTL BD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6TOUCHSTONE HIGH INV TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7MAINSTAY FDS TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8SPDR INTL REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9TCW FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10JP MORGAN TR INCOME OPP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11UBS E TRACS ALERIAN MLP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0102110
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt168667
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt218078
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt362765
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt492073
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt518650
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt645207
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt747979
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt820600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt971795
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1059450
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1123658
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt036289
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0162230
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0198520
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0198520
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0435
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0435
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0870
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0162230
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt077733
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt077733
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt036289
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt036289
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt095488
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0661199
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0162230
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0175647
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt021891
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt021891
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0547
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02538
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt078168
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt022873
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0103032
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0198520
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0198520
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0435
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt022873
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt025299
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22011-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32008-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52012-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62009-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72009-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82012-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92010-03-17

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.18$0.11$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$0.09$0.10$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$0.05$0.13$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.16$0.12$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.07$0.11$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.21$0.09$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.08$0.09$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.08$0.09$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.00$1.42$0.08$0.09$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$0.04$0.12$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.28$0.11$0.17
2013Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.20$0.10$0.10
2012Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.09
2011Summary only. Only limited summary data is available for this year.$1.23$0.00$0.09$0.10$0.01
2010Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.09