Civic Intelligence

Virginia Gorman Trust

990PF • Fiscal year 2017 • EIN 55-6091154

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 25, 2018

PO Box 1558 Dept Ea5w86Columbus, OH 43216

(304) 348-5035

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

40th percentile

$29,503

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

49th percentile

2.8%

Faster asset growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

87th percentile

56%

Faster revenue growth than 87% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$3,055,953

Up $82,355 (+2.8%) from 2016

Net Assets

Up

$3,055,953

Up $82,355 (+2.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$278,247

Up $99,602 (+56%) from 2016

Expenses

Up

$199,875

Up $6,144 (+3.2%) from 2016

Net Income

Up

$78,372

Up $93,458 (+620%) from 2016

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 2010: $2,835,265Liabilities 2010: $0Net Assets 2010: $2,835,2652010Assets 2011: $2,814,632Liabilities 2011: $0Net Assets 2011: $2,814,6322011Assets 2012: $2,800,143Liabilities 2012: $0Net Assets 2012: $2,800,1432012Assets 2013: $2,913,277Liabilities 2013: $0Net Assets 2013: $2,913,2772013Assets 2014: $3,035,861Liabilities 2014: $02014Assets 2015: $2,987,746Liabilities 2015: $0Net Assets 2015: $2,987,7462015Assets 2016: $2,973,598Liabilities 2016: $0Net Assets 2016: $2,973,5982016Assets 2017: $3,055,953Liabilities 2017: $0Net Assets 2017: $3,055,9532017Assets 2018: $3,127,644Liabilities 2018: $0Net Assets 2018: $3,127,6442018Assets 2019: $3,136,828Liabilities 2019: $0Net Assets 2019: $3,136,8282019Assets 2020: $3,063,024Liabilities 2020: $0Net Assets 2020: $3,063,0242020Assets 2021: $3,567,090Liabilities 2021: $0Net Assets 2021: $3,567,0902021Assets 2022: $3,463,101Liabilities 2022: $0Net Assets 2022: $3,463,1012022Assets 2023: $3,469,068Liabilities 2023: $0Net Assets 2023: $3,469,0682023Assets 2024: $4,323,754Liabilities 2024: $0Net Assets 2024: $4,323,7542024

Highlighted filing

2017

Assets$3,055,953
Liabilities$0
Net Assets$3,055,953

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $182,0682010Expenses 2011: $191,0792011Expenses 2012: $181,3412012Revenue 2013: $288,985Expenses 2013: $190,852Net Income 2013: $98,1332013Revenue 2014: $329,941Expenses 2014: $207,111Net Income 2014: $122,8302014Revenue 2015: $172,440Expenses 2015: $221,715Net Income 2015: -$49,2752015Revenue 2016: $178,645Expenses 2016: $193,731Net Income 2016: -$15,0862016Revenue 2017: $278,247Expenses 2017: $199,875Net Income 2017: $78,3722017Revenue 2018: $278,169Expenses 2018: $206,730Net Income 2018: $71,4392018Revenue 2019: $242,971Expenses 2019: $211,886Net Income 2019: $31,0852019Revenue 2020: $128,745Expenses 2020: $222,425Net Income 2020: -$93,6802020Revenue 2021: $785,549Expenses 2021: $239,609Net Income 2021: $545,9402021Revenue 2022: $147,160Expenses 2022: $288,761Net Income 2022: -$141,6012022Revenue 2023: $274,104Expenses 2023: $272,357Net Income 2023: $1,7472023Revenue 2024: $1,136,144Expenses 2024: $281,182Net Income 2024: $854,9622024

Highlighted filing

2017

Revenue$278,247
Expenses$199,875
Net Income$78,372
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 25, 2018
Return Version
2017v2.2
Mission and Program Overview

Mission

Support irc sec 170(c)(2) educational institution

Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKTrustee-$29,503-$29,503
Filing and Contact Details

Filer

Filer Name
Virginia Gorman Trust
EIN
55-6091154
Phone
3043485035
Address
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
3043485035
Signed
2018-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Doak a Pfaff
Phone
6142327288
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CAPITAL SMID-CAP-FUND - CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27EXPRESS SCRIPTS HOLDING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29FACEBOOK INC - A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30FEDERATED INTERNATIONAL LEADER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32FIDELITY REAL ESTATE INCOME FU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33FORD MOTOR CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34GATEWAY FUND - CLASS Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37GOLDMAN SACHS STRATEGIC INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40IBM CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ISHARES CORE S&P SMALL-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ISHARES S&P SMALL-CAP 600 GROW
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45KKR & CO LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47THE KROGER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48ESTEE LAUDER CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49LOCKHEED MARTIN CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50MASCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51MASTERCARD INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53MCGRAW-HILL FINANCIAL, INC W/1
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MOLSON COORS BREWING CO B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MONDELEZ INTERNATIONAL INC W/I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59AMERICAN FUNDS-NEW WORLD FUND-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61NOVARTIS AG ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62NUCOR CORP W/1 RT/SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64PEIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66PRAXAIR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67REALTY INCOME CORP W/1 RT/SH
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71SIMON PROPERTY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73SUNCOR ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76UNILEVER PLC SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79V F CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80VALERO ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81VANGUARD REIT FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82VODAFONE GROUP PLC - SP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84WHITEWAVE FOODS COMPANY CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85WILLIAMS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86WISDOMTREE MIDCAP DIVIDEND FUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87WISDOMTREE EUROPE HEDGED EQUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89AVAGO TECHNOLOGIESLTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91AFFILIATED MANAGERS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92AMERICAN INTL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93APPLIED MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94BRISTOL-MYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95CONSTELLATION BRANDS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96FIRST EAGLE OVERSEAS FUND
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99MARRIOTT INTERNATIONAL INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100MOHAWK INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102OMNICOM GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103ACCENTURE PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104BROADCOM LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105CHUBB LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106PIONEER NATURAL RESOURCE W/1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107PRUDENTIAL FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110TIME WARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111WISDOMTREE EMERGING MKTS HIGH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112WISDOMTREE SMALL CAP DVD INDEX
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114CELGENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116DFA GLOBAL REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117D.R. HORTON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118DOWDUPONT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119EASTMAN CHEMICAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120EDWARDS LIFESCIENCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121ILLINOIS TOOL WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122ISHARES GOLD TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123ISHARES S&P MID-CAP 400 GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125THE KRAFT HEINZ CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126AMERICAN EUROPACIFIC GROWTH FU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127O'REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm128PRICELINE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129T. ROWE PRICE MID-CAP GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm130SPDR S&P MIDCAP 400 ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131THERMO FISHER SCIENTIFIC INC 1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132UNITED PARCEL SERVICE CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm134VANGUARD INTERNATIONAL GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm135VANGUARD FTSE EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm136VISA INC CLASS A SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm137WEC ENERGY GROUP INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt01/10 MIN INT 264 3/4 ACRES TUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MIN-POCA FK LT SANDY
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt080026
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt014752
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt029503
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0165776
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0165776
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt080026
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt080026
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt078372
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01287701
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0262452
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IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0500
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03219
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04096
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$1.14$0.28$0.85
2023Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.27$0.27$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.15$0.29$0.14
2021Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.79$0.24$0.55
2020Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.13$0.22$0.09
2019Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.24$0.21$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.28$0.21$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.28$0.20$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.18$0.19$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.17$0.22$0.05
2014Summary only. Only limited summary data is available for this year.$3.04$0.00$0.33$0.21$0.12
2013Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.29$0.19$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.80$0.00$2.80$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.81$0.00$2.81$0.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.84$0.00$2.84$0.18