Civic Intelligence

Trust UW William Gilbert

990 • Fiscal year 2024 • EIN 38-6051720

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 23, 2025

Organization ProfileN/A
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

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

84th percentile

33%

Higher net margin than 84% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

80th percentile

$3,863

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 14.6% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

55th percentile

4.0%

Faster asset growth than 55% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

94%

Faster revenue growth than 91% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$228,662

Up $8,768 (+4.0%) from 2023

Net Assets

Up

$228,662

Up $8,768 (+4.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin84th percentile

Revenue

Up

$26,391

Up $12,769 (+94%) from 2023

Expenses

Down

$17,649

Down $199 (-1.1%) from 2023

Net Income

Up

$8,742

Up $12,968 (+307%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$300K$200K$100K$0Assets 2010: $253,039Liabilities 2010: $0Net Assets 2010: $253,0392010Assets 2011: $250,666Liabilities 2011: $0Net Assets 2011: $250,6662011Assets 2014: $249,893Liabilities 2014: $0Net Assets 2014: $249,8932014Assets 2015: $241,246Liabilities 2015: $0Net Assets 2015: $241,2462015Assets 2016: $246,489Liabilities 2016: $0Net Assets 2016: $246,4892016Assets 2018: $237,111Liabilities 2018: $0Net Assets 2018: $237,1112018Assets 2019: $236,499Liabilities 2019: $0Net Assets 2019: $236,4992019Assets 2020: $229,166Liabilities 2020: $0Net Assets 2020: $229,1662020Assets 2021: $235,220Liabilities 2021: $0Net Assets 2021: $235,2202021Assets 2022: $224,156Liabilities 2022: $0Net Assets 2022: $224,1562022Assets 2023: $219,894Liabilities 2023: $0Net Assets 2023: $219,8942023Assets 2024: $228,662Liabilities 2024: $0Net Assets 2024: $228,6622024

Highlighted filing

2024

Assets$228,662
Liabilities$0
Net Assets$228,662
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$40K$20K$0-$20K-$40KExpenses 2010: $17,4602010Expenses 2011: $18,2302011Revenue 2014: $21,179Expenses 2014: $18,202Net Income 2014: $2,9772014Revenue 2015: $11,627Expenses 2015: $20,274Net Income 2015: -$8,6472015Revenue 2016: $23,263Expenses 2016: $18,025Net Income 2016: $5,2382016Revenue 2018: $16,174Expenses 2018: $33,244Net Income 2018: -$17,0702018Revenue 2019: $6,534Expenses 2019: $33,863Net Income 2019: -$27,3292019Revenue 2020: $11,216Expenses 2020: $18,447Net Income 2020: -$7,2312020Revenue 2021: $24,303Expenses 2021: $18,300Net Income 2021: $6,0032021Revenue 2022: $8,551Expenses 2022: $19,581Net Income 2022: -$11,0302022Revenue 2023: $13,622Expenses 2023: $17,848Net Income 2023: -$4,2262023Revenue 2024: $26,391Expenses 2024: $17,649Net Income 2024: $8,7422024

Highlighted filing

2024

Revenue$26,391
Expenses$17,649
Net Income$8,742
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 23, 2025
Return Version
2024v5.1
Gross Receipts
$165,127
Mission and Program Overview

Mission

Trust assets are invested to provide income to be distributed to the named beneficiary pursuant to the governing instrument.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$219,894$228,662▲ $8,768
Investments in Publicly Traded Securities$208,995$219,817▲ $10,822
Savings and Temporary Cash Investments$10,898$8,844▼ $2,054
Cash and Non-Interest-Bearing Accounts$1$1→ $0
Total Assets$219,894$228,662▲ $8,768
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$219,894$228,662▲ $8,768
Total Liabilities and Net Assets / Fund Balance$219,894$228,662▲ $8,768
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleBaseTotal
Fifth Third Bank N aTrustee$3,863$3,863
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$26,391
Other Revenue
$0
Change in Net Assets
$8,742
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$12,226
Salaries, Compensation, and Employee Benefits$3,862
Other Expenses$1,561
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$12,226--$12,226
Current Officers, Directors, Trustees, and Key Employees$579$3,283-$3,862
Fees for Services Accounting-$1,470-$1,470
Other Expenses-$91-$91
Total Functional Expenses$12,805$4,844$0$17,649
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Spectrum Health FoundationGrand Rapids, MI509(a)(1)Annual Fund$12,226
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
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 each annual meeting the 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
Tr Uw William Gilbert
EIN
38-6051720
Phone
5135345310
Address
PO BOX 630858, CINCINNATI, OH 45263-0858

Signing Officer

Name
Matthew Carothers
Title
Trustee
Phone
5135345310
Signed
2025-04-23
Discuss with paid preparer
Yes

Organization Details

Formed
1947
Legal Domicile
Mi
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Derek Mastic
Phone
4126447407
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“2023 transactions posted in 2024 of $107, 2024 transactions posted in 2023 of ($83), mutual fund earnings of ($1) and rounding of $3.”

Raw XML Appendix324 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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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0228662
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IRS990/VotingMembersIndependentCnt00
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW CAROTHERS
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ReturnHeader/ReturnTs02025-04-24T09:01:21-04:00
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$228,662
Liabilities
$0
Net assets
$228,662
Revenue
$26,391
Expenses
$17,649
Net income
$8,742
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.26$0.18$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$0.00$2.20$0.14$0.18$0.04
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.24$0.00$2.24$0.09$0.20$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$0.24$0.18$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.00$2.29$0.11$0.18$0.07
2019Summary only. Only limited summary data is available for this year.$2.36$0.00$2.36$0.07$0.34$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.00$2.37$0.16$0.33$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$0.00$2.46$0.23$0.18$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$0.00$2.41$0.12$0.20$0.09
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.00$2.50$0.21$0.18$0.03
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.51$0.00$2.51$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.53$0.00$2.53$0.17