Civic Intelligence

Frances Paul Charitable Trust Irr

990 • Fiscal year 2023 • EIN 61-6306882

May 01, 2022 to Apr 30, 2023 • Filed on Aug 07, 2023

Organization ProfileN/A
PO Box 630858Cincinnati, OH 45263-0858

(513) 867-5217

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

91st percentile

54%

Higher net margin than 91% of similar nonprofits.

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

Top Officer Pay

42nd percentile

$18,737

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 40.8% of source-year revenue.

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

Asset Growth

41st percentile

1.2%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

1st percentile

-85%

Faster revenue growth than 1% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,982,283

Up $23,772 (+1.2%) from 2022

Net Assets

Up

$1,982,283

Up $23,772 (+1.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin91st percentile

Revenue

Down

$45,870

Down $265,254 (-85%) from 2022

Expenses

Down

$20,992

Down $110,491 (-84%) from 2022

Net Income

Down

$24,878

Down $154,763 (-86%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,108,013Liabilities 2012: $0Net Assets 2012: $1,108,0132012Assets 2013: $1,138,648Liabilities 2013: $0Net Assets 2013: $1,138,6482013Assets 2014: $1,184,291Liabilities 2014: $0Net Assets 2014: $1,184,2912014Assets 2015: $1,431,543Liabilities 2015: $0Net Assets 2015: $1,431,5432015Assets 2016: $1,381,740Liabilities 2016: $0Net Assets 2016: $1,381,7402016Assets 2017: $1,423,118Liabilities 2017: $0Net Assets 2017: $1,423,1182017Assets 2018: $1,513,900Liabilities 2018: $0Net Assets 2018: $1,513,9002018Assets 2019: $1,581,416Liabilities 2019: $0Net Assets 2019: $1,581,4162019Assets 2020: $1,598,265Liabilities 2020: $0Net Assets 2020: $1,598,2652020Assets 2021: $1,776,273Liabilities 2021: $0Net Assets 2021: $1,776,2732021Assets 2022: $1,958,511Liabilities 2022: $0Net Assets 2022: $1,958,5112022Assets 2023: $1,982,283Liabilities 2023: $0Net Assets 2023: $1,982,2832023Assets 2024: $2,120,621Liabilities 2024: $0Net Assets 2024: $2,120,6212024Assets 2025: $2,096,736Liabilities 2025: $0Net Assets 2025: $2,096,7362025

Highlighted filing

2023

Assets$1,982,283
Liabilities$0
Net Assets$1,982,283
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2012: $44,464Expenses 2012: $12,965Net Income 2012: $31,4992012Revenue 2013: $45,442Expenses 2013: $14,808Net Income 2013: $30,6342013Revenue 2014: $60,642Expenses 2014: $15,000Net Income 2014: $45,6422014Revenue 2015: $255,012Expenses 2015: $7,760Net Income 2015: $247,2522015Revenue 2016: -$31,902Expenses 2016: $17,901Net Income 2016: -$49,8032016Revenue 2017: $58,499Expenses 2017: $17,121Net Income 2017: $41,3782017Revenue 2018: $109,505Expenses 2018: $18,999Net Income 2018: $90,5062018Revenue 2019: $88,478Expenses 2019: $19,465Net Income 2019: $69,0132019Revenue 2020: $37,088Expenses 2020: $20,242Net Income 2020: $16,8462020Revenue 2021: $203,364Expenses 2021: $23,487Net Income 2021: $179,8772021Revenue 2022: $311,124Expenses 2022: $131,483Net Income 2022: $179,6412022Revenue 2023: $45,870Expenses 2023: $20,992Net Income 2023: $24,8782023Revenue 2024: $157,788Expenses 2024: $20,249Net Income 2024: $137,5392024Revenue 2025: $75,371Expenses 2025: $99,413Net Income 2025: -$24,0422025

Highlighted filing

2023

Revenue$45,870
Expenses$20,992
Net Income$24,878
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2022 to Apr 30, 2023
Signed
Aug 7, 2023
Return Version
2022v5.0
Gross Receipts
$530,122
Mission and Program Overview

Mission

To provide support for our lady of sorrows rc church in monroe, oh for purposes related to the debts or expenses whether related to existing buildings or otherwise, and conducting charitable and missionary work of the parish.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,958,511$1,982,283▲ $23,772
Investments in Publicly Traded Securities$1,803,527$1,845,195▲ $41,668
Savings and Temporary Cash Investments$154,982$137,086▼ $17,896
Cash and Non-Interest-Bearing Accounts$2$2→ $0
Total Assets$1,958,511$1,982,283▲ $23,772
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,958,511$1,982,283▲ $23,772
Total Liabilities and Net Assets / Fund Balance$1,958,511$1,982,283▲ $23,772
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleBaseTotal
Fifth Third Bank NaTrustee$18,737$18,737

Board Members and Trustees

NameTitle
Archbishop of CincinnatiTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$45,870
Other Revenue
$0
Change in Net Assets
$24,878
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$18,737
Other Expenses$2,255
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$18,737-$18,737
Fees for Services Accounting-$1,175-$1,175
Other Expenses-$242-$242
Total Functional Expenses$0$20,992$0$20,992
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
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
No
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

“The 990 is reviewed by a tax officer of the trustee prior to filing”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Frances Paul Charitable Trust Irr
EIN
61-6306882
Phone
5138675217
Address
PO BOX 630858, CINCINNATI, OH 45263-0858

Signing Officer

Name
Matthew Carothers
Title
Trustee
Phone
5138675217
Signed
2023-08-07
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Oh
Voting Board Members
2
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

“2021 sales posted in 2022 $15.23; 2022 sales posted in 2023 ($648.36); accrued income pushed to following year ($536.13); adjustment on income $115.32; return of capital ($65.44); unrecap sec 1250 $12.34; rounding $1.04”

Raw XML Appendix311 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW CAROTHERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05138675217
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRANCES PAUL CHARITABLE TRUST IRR
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ReturnHeader/ReturnTs02023-08-14T09:00:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-05-01
ReturnHeader/TaxPeriodEndDt02023-04-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,982,283
Liabilities
$0
Net assets
$1,982,283
Revenue
$45,870
Expenses
$20,992
Net income
$24,878
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$0.00$2.10$0.08$0.10$0.02
2024Summary only. Only limited summary data is available for this year.$2.12$0.00$2.12$0.16$0.02$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.05$0.02$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.00$1.96$0.31$0.13$0.18
2021Summary only. Only limited summary data is available for this year.$1.78$0.00$1.78$0.20$0.02$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.04$0.02$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.09$0.02$0.07
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.00$1.51$0.11$0.02$0.09
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.00$1.42$0.06$0.02$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.03$0.02$0.05
2015Summary only. Only limited summary data is available for this year.$1.43$0.00$1.43$0.26$0.01$0.25
2014Summary only. Only limited summary data is available for this year.$1.18$0.00$1.18$0.06$0.02$0.05
2013Summary only. Only limited summary data is available for this year.$1.14$0.00$1.14$0.05$0.01$0.03
2012Summary only. Only limited summary data is available for this year.$1.11$0.00$1.11$0.04$0.01$0.03