Civic Intelligence

Virginia Gorman Trust

990PF • Fiscal year 2023 • EIN 55-6091154

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 25, 2024

Organization Profile
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

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

42nd percentile

0.6%

Higher net margin than 42% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

44th percentile

$33,748

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 12.3% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

37th percentile

0.2%

Faster asset growth than 37% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

90th percentile

86%

Faster revenue growth than 90% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$3,469,068

Up $5,967 (+0.2%) from 2022

Net Assets

Up

$3,469,068

Up $5,967 (+0.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin42nd percentile

Revenue

Up

$274,104

Up $126,944 (+86%) from 2022

Expenses

Down

$272,357

Down $16,404 (-5.7%) from 2022

Net Income

Up

$1,747

Up $143,348 (+101%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

2023

Assets$3,469,068
Liabilities$0
Net Assets$3,469,068
Open 2023 Filing

Operations Trend

Revenue Growth90th percentile

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

2023

Revenue$274,104
Expenses$272,357
Net Income$1,747
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 25, 2024
Return Version
2023v5.0
Mission and Program Overview

Mission

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

Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKTrustee-$33,748-$33,748
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
2024-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT ST 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura Strobel
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36580135101 MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37713448108 PEPSICO INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39824348106 SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40871829107 SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4291324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4392826C839 VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44149123101 CATERPILLAR INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45235851102 DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46253868103 DIGITAL RLTY TR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48438516106 HONEYWELL INTL INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5174340W103 PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5278464A359 SPDR SER TR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56H1467J104 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5711135F101 BROADCOM INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67464287804 ISHARES TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6800206R102 AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6946120E602 INTUITIVE SURGICAL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70936793744 WASATCH FDS TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71723787107 PIONEER NAT RES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72053484101 AVALONBAY CMNTYS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm767591EP100 REGIONS FINL CORP NE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7988160R101 TESLA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8075513E101 RTX CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84260557103 DOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8535671D857 FREEPORT-MCMORAN INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9130231G102 EXXON MOBIL CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95922907878 VANGUARD MUN BD FDS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10902209S103 ALTRIA GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111001055102 AFLAC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11200206R409 AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113036752103 ANTHEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114049560105 ATMOS ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11509857L108 BOOKING HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116101137107 BOSTON SCIENTIFIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11725243Q205 DIAGEO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11826441C402 DUKE ENERGY CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11930303M102 FACEBOOK INC CL-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120316188309 FIDELITY MERRIMACK S
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123461202103 INTUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12464110L106 NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125666807102 NORTHROP GRUMMAN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12668389X105 ORACLE CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131922031737 VANGUARD FIXED INCOM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13292532F100 VERTEX PHARMACEUTICA
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0161290
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt07041
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0274104
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0274104
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0161290
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt016874
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt016806
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt033748
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0234738
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0234738
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0104571
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0105773
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01747
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01211764
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0161290
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0247590
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01656
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt07041
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0965
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0965
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0252862
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt018271
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0272357
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0265861
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0274104
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt018124
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt018271
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt037619
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22010-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-07-22

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Filings

Displayed year

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

Open filing
Assets
$3,469,068
Liabilities
$0
Net assets
$3,469,068
Revenue
$274,104
Expenses
$272,357
Net income
$1,747
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