Civic Intelligence

Georgia E Laurie Charitable Trust

EIN 61-6640886 • Cleveland, OH

600 Superior Ave E 1701Cleveland, OH 44114
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

6th percentile

-82%

Higher net margin than 6% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

39th percentile

$41,974

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

17th percentile

-5.6%

Faster asset growth than 17% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

76%

Faster revenue growth than 84% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$6,614,866

Down $393,678 (-5.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$6,614,866

Down $393,677 (-5.6%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin6th percentile

Revenue

Up

$480,283

Up $206,972 (+76%) from 2023

Expenses

Up

$874,446

Up $8,030 (+0.9%) from 2023

Net Income

Up

-$394,163

Up $198,942 (+34%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2020: $9,056,945Liabilities 2020: $0Net Assets 2020: $9,056,9452020Assets 2021: $8,282,977Liabilities 2021: $0Net Assets 2021: $8,282,9772021Assets 2022: $7,588,164Liabilities 2022: $0Net Assets 2022: $7,588,1642022Assets 2023: $7,008,544Liabilities 2023: $0Net Assets 2023: $7,008,5432023Assets 2024: $6,614,866Liabilities 2024: $0Net Assets 2024: $6,614,8662024

Highlighted filing

2024

Assets$6,614,866
Liabilities$0
Net Assets$6,614,866
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2020: $4,666,445Expenses 2020: $1,148,708Net Income 2020: $3,517,7372020Revenue 2021: $478,872Expenses 2021: $1,251,951Net Income 2021: -$773,0792021Revenue 2022: $442,006Expenses 2022: $1,123,272Net Income 2022: -$681,2662022Revenue 2023: $273,311Expenses 2023: $866,416Net Income 2023: -$593,1052023Revenue 2024: $480,283Expenses 2024: $874,446Net Income 2024: -$394,1632024

Highlighted filing

2024

Revenue$480,283
Expenses$874,446
Net Income-$394,163
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,614,866
Liabilities
$0
Net assets
$6,614,866
Revenue
$480,283
Expenses
$874,446
Net income
-$394,163
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.61$0.00$6.61$0.48$0.87$0.39
2023Detailed filing. Detailed filing data is available for this year.$7.01$0.00$7.01$0.27$0.87$0.59
2022Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$0.44$1.12$0.68
2021Detailed filing. Detailed filing data is available for this year.$8.28$0.00$8.28$0.48$1.25$0.77
2020Detailed filing. Detailed filing data is available for this year.$9.06$0.00$9.06$4.67$1.15$3.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WESTERN RESERVE TRUST COMPANYTrustee-$41,974-$41,974
Filing and Contact Details

Filer

Filer Name
Georgia E Laurie Charitable Trust
EIN
61-6640886
Phone
2163822000
Address
600 SUPERIOR AVE E 1701, CLEVELAND, OH 44114

Signing Officer

Name
Western Reserve Trust Company
Title
Trustee
Phone
2163822000
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Western Reserve Trust Company
Address
600 SUPERIOR AVE E STE 1701, CLEVELAND, OH 44114-2614
Preparer
Dominic M Fragapane
Phone
2163822000
Raw XML Appendix298 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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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02813263
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0462488
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0446853
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0686913
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0570411
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0646598
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0833374
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0462488
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02813263
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02350775
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02038
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX OVERPAYMENT
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02038
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0486
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK/TAX ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt032287
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt13350
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TAX PREPARATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt13350
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt032287
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/Amt15585
TaxesSchedule/TaxesDetail/Amt23200
TaxesSchedule/TaxesDetail/CategoryTxt0OHIO ANNUAL FEES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0200
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt15585
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WESTERN RESERVE TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02163822000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GEORGIA E LAURIE CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GEOR
ReturnHeader/Filer/EIN0616640886
ReturnHeader/Filer/PhoneNum02163822000
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 SUPERIOR AVE E 1701
ReturnHeader/Filer/USAddress/CityNm0CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044114
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0824393325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WESTERN RESERVE TRUST COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 SUPERIOR AVE E STE 1701
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441142614
ReturnHeader/PreparerPersonGrp/PhoneNum02163822000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOMINIC M FRAGAPANE
ReturnHeader/ReturnTs02025-05-14T13:11:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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