Civic Intelligence

W Ralph & Ruby Ober Smith Charitable Remainder Unitrust

990PF • Fiscal year 2023 • EIN 51-6537182

Jan 01, 2023 to Dec 31, 2023

Indiana, PA
Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

62nd percentile

9.8%

Higher net margin than 62% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2023

Asset Growth

43rd percentile

0.4%

Faster asset growth than 43% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

20th percentile

-19%

Faster revenue growth than 20% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$4,422,752

Up $18,898 (+0.4%) from 2022

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2022

Revenue

Down

$351,809

Down $80,613 (-19%) from 2022

Expenses

Up

$317,394

Up $5,409 (+1.7%) from 2022

Net Income

Down

$34,415

Down $86,022 (-71%) from 2022

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2013: $3,929,519Liabilities 2013: $02013Assets 2014: $3,888,130Liabilities 2014: $02014Assets 2015: $4,079,892Liabilities 2015: $02015Assets 2018: $4,335,430Liabilities 2018: $0Net Assets 2018: $4,335,4302018Assets 2019: $4,045,057Liabilities 2019: $0Net Assets 2019: $4,045,0572019Assets 2020: $4,045,407Liabilities 2020: $0Net Assets 2020: $4,045,4072020Assets 2021: $4,271,254Liabilities 2021: $0Net Assets 2021: $4,271,2542021Assets 2022: $4,403,854Liabilities 2022: $0Net Assets 2022: $4,403,8542022Assets 2023: $4,422,752Liabilities 2023: $0Net Assets 2023: $4,422,7522023Assets 2023: $4,422,752Liabilities 2023: $12023Assets 2024: $4,244,043Liabilities 2024: $0Net Assets 2024: $4,244,0432024

Highlighted filing

2023

Assets$4,422,752
Liabilities$1
Net Assets-

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2013: $68,650Expenses 2013: $110,612Net Income 2013: -$41,9622013Revenue 2014: $150,453Expenses 2014: $206,151Net Income 2014: -$55,6982014Revenue 2015: $488,965Expenses 2015: $307,646Net Income 2015: $181,3192015Revenue 2018: $534,114Expenses 2018: $316,822Net Income 2018: $217,2922018Revenue 2019: -$36,461Expenses 2019: $252,895Net Income 2019: -$289,3562019Revenue 2020: $269,804Expenses 2020: $269,084Net Income 2020: $7202020Revenue 2021: $591,870Expenses 2021: $280,487Net Income 2021: $311,3832021Revenue 2022: $432,422Expenses 2022: $311,985Net Income 2022: $120,4372022Revenue 2023: $351,809Expenses 2023: $317,394Net Income 2023: $34,4152023Revenue 2023: $351,809Expenses 2023: $317,394Net Income 2023: $34,4152023Revenue 2024: $144,425Expenses 2024: $326,152Net Income 2024: -$181,7272024

Highlighted filing

2023

Revenue$351,809
Expenses$317,394
Net Income$34,415
Filing Detail Status

This 2023 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings