Civic Intelligence

Zora B Pohl Tr 160008605289

990 • Fiscal year 2023 • EIN 38-6225302

Nov 01, 2022 to Oct 31, 2023 • Filed on Feb 19, 2024

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

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

14th percentile

-24%

Higher net margin than 14% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

56th percentile

$9,497

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 26.1% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

35th percentile

-1.5%

Faster asset growth than 35% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

55th percentile

12%

Faster revenue growth than 55% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$573,772

Down $8,563 (-1.5%) from 2022

Net Assets

Down

$573,772

Down $8,563 (-1.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin14th percentile

Revenue

Up

$36,340

Up $3,900 (+12%) from 2022

Expenses

Down

$44,902

Down $3,273 (-6.8%) from 2022

Net Income

Up

-$8,562

Up $7,173 (+46%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$800K$600K$400K$200K$0Assets 2016: $587,996Liabilities 2016: $0Net Assets 2016: $587,9962016Assets 2019: $597,492Liabilities 2019: $0Net Assets 2019: $597,4922019Assets 2020: $584,862Liabilities 2020: $0Net Assets 2020: $584,8622020Assets 2021: $598,069Liabilities 2021: $0Net Assets 2021: $598,0692021Assets 2022: $582,335Liabilities 2022: $0Net Assets 2022: $582,3352022Assets 2023: $573,772Liabilities 2023: $0Net Assets 2023: $573,7722023Assets 2024: $565,070Liabilities 2024: $0Net Assets 2024: $565,0702024Assets 2025: $641,708Liabilities 2025: $0Net Assets 2025: $641,7082025

Highlighted filing

2023

Assets$573,772
Liabilities$0
Net Assets$573,772
Open 2023 Filing

Operations Trend

Revenue Growth55th percentile

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

$150K$100K$50K$0-$50KRevenue 2016: $61,363Expenses 2016: $41,742Net Income 2016: $19,6212016Revenue 2019: $84,468Expenses 2019: $43,419Net Income 2019: $41,0492019Revenue 2020: $29,391Expenses 2020: $42,022Net Income 2020: -$12,6312020Revenue 2021: $56,975Expenses 2021: $43,766Net Income 2021: $13,2092021Revenue 2022: $32,440Expenses 2022: $48,175Net Income 2022: -$15,7352022Revenue 2023: $36,340Expenses 2023: $44,902Net Income 2023: -$8,5622023Revenue 2024: $35,944Expenses 2024: $44,648Net Income 2024: -$8,7042024Revenue 2025: $124,708Expenses 2025: $48,068Net Income 2025: $76,6402025

Highlighted filing

2023

Revenue$36,340
Expenses$44,902
Net Income-$8,562
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2022 to Oct 31, 2023
Signed
Feb 19, 2024
Return Version
2022v5.0
Gross Receipts
$371,869
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$582,335$573,772▼ $8,563
Investments in Publicly Traded Securities$566,826$549,851▼ $16,975
Savings and Temporary Cash Investments$15,508$23,920▲ $8,412
Cash and Non-Interest-Bearing Accounts$1$1→ $0
Total Assets$582,335$573,772▼ $8,563
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$582,335$573,772▼ $8,563
Total Liabilities and Net Assets / Fund Balance$582,335$573,772▼ $8,563
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleBaseTotal
Fifth Third Bank N aTrustee$9,497$9,497
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$36,340
Other Revenue
$0
Change in Net Assets
$-8,562
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$35,404
Salaries, Compensation, and Employee Benefits$9,498
Other Expenses$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$35,404--$35,404
Current Officers, Directors, Trustees, and Key Employees$1,425$8,073-$9,498
Total Functional Expenses$36,829$8,073$0$44,902
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

PART VI 8A AND 8B

“The foundation oversight council conducts meetings for all foundations where fifth third is the sole trustee. Each foundation holds at least one annual meeting and the minutes of the meeting are documented and saved”

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. At this time no member has a conflict of interest with the grantees of the pohl zora b trust”

Form 990, Page 6, Part VI, Line 19

“Forms are available upon written request to the organization.”

Filing and Contact Details

Filer

Filer Name
Pohl Zora B
EIN
38-6225302
Phone
5135345310
Address
PO BOX 630858, CINCINNATI, OH 45263-0858

Signing Officer

Name
Matthew Carothers
Title
Trustee
Phone
5135345310
Signed
2024-02-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dianna Coley
Formed
1972
Legal Domicile
Mi
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Doak a Pfaff
Phone
6142327288
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“ROUNDING OF ($1)”

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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE SALVATION ARMY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1MISSION OF OUR LADY OF MERCY INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2ST JOSEPH CATHOLIC CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3STARR COMMONWEALTH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4VETERANS OF FOREIGN WARS NAT'L HOME FOR CHILDREN
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt5CATHOLIC BISHOP RELIEF FD
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt6VOLUNTEERS OF AMERICA INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt7ST VINCENT DEPAUL SOCIETY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt8ST ANN'S INDIAN MISSION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt9ST JOSEPH'S INDIAN SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt10OMAHA HOME FOR BOYS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt11ST LABRE INDIAN SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt12GREAT CIRCLE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION OVERSIGHT COUNCIL CONDUCTS MEETINGS FOR ALL FOUNDATIONS WHERE FIFTH THIRD IS THE SOLE TRUSTEE. EACH FOUNDATION HOLDS AT LEAST ONE ANNUAL MEETING AND THE MINUTES OF THE MEETING ARE DOCUMENTED AND SAVED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY A TAX OFFICER OF THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT 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. AT THIS TIME NO MEMBER HAS A CONFLICT OF INTEREST WITH THE GRANTEES OF THE POHL ZORA B TRUST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORMS ARE AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROUNDING OF ($1)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI 8a AND 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt12VOLUNTEERS OF AMERICA INC
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$573,772
Liabilities
$0
Net assets
$573,772
Revenue
$36,340
Expenses
$44,902
Net income
-$8,562
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.42$0.00$6.42$1.25$0.48$0.77
2024Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$0.36$0.45$0.09
2023Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.36$0.45$0.09
2022Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$0.32$0.48$0.16
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.98$0.00$5.98$0.57$0.44$0.13
2020Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.29$0.42$0.13
2019Summary only. Only limited summary data is available for this year.$5.97$0.00$5.97$0.84$0.43$0.41
2016Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.88$0.61$0.42$0.20