Civic Intelligence

Georgia E Laurie Charitable Trust

990PF • Fiscal year 2020 • EIN 61-6640886

Jan 01, 2020 to Dec 31, 2020 • Filed on May 13, 2021

Organization Profile
200 Public Square No 2800Cleveland, OH 44114

(216) 382-2000

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

94th percentile

75%

Higher net margin than 94% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

$9,056,945

No earlier filing loaded for comparison.

Net Assets

$9,056,945

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin94th percentile

Revenue

$4,666,445

No earlier filing loaded for comparison.

Expenses

$1,148,708

No earlier filing loaded for comparison.

Net Income

$3,517,737

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2020

Assets$9,056,945
Liabilities$0
Net Assets$9,056,945
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$4,666,445
Expenses$1,148,708
Net Income$3,517,737
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 13, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Western Reserve Trust CompanyTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Georgia E Laurie Charitable Trust
EIN
61-6640886
Phone
2163822000
Address
200 Public Square No 2800, Cleveland, OH 44114

Signing Officer

Name
Western Reserve Trust Company
Title
Trustee
Phone
2163822000
Signed
2021-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Hahn Loeser & Parks Llp
Address
200 PUBLIC SQUARE SUITE 2800, CLEVELAND, OH 44114
Preparer
Douglas C Carlson
Phone
2166210150
Raw XML Appendix338 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/ExcessDistriCyovToNextYrAmt0646598
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IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01049790
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt018914
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt018914
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0891
OtherDecreasesSchedule/OtherDecreasesDetail/Amt119
OtherDecreasesSchedule/OtherDecreasesDetail/Amt24393640
OtherDecreasesSchedule/OtherDecreasesDetail/Amt374839
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OtherDecreasesSchedule/OtherDecreasesDetail/Desc3Georgia E. Laurie Trust - Net income/gains on return - not on books
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt012
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt13694087
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OtherIncomeSchedule2/OtherIncomeDetail/Desc1Estate of Georgia E. Laurie
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt13694087
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt012
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt13694087
OtherIncreasesSchedule/OtherIncreasesDetail/Amt010008597
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Georgia E. Laurie Trust - Distributions
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt034578
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt034578
TaxesSchedule/TaxesDetail/Amt07942
TaxesSchedule/TaxesDetail/Amt140
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Colorado income taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt07942
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt140
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Western Reserve Trust Company
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02163822000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Georgia E Laurie Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0LAUR
ReturnHeader/Filer/EIN0616640886
ReturnHeader/Filer/PhoneNum02163822000
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 Public Square No 2800
ReturnHeader/Filer/USAddress/CityNm0Cleveland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044114
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0340410308
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAHN LOESER & PARKS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 PUBLIC SQUARE SUITE 2800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044114
ReturnHeader/PreparerPersonGrp/PhoneNum02166210150
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Douglas C Carlson
ReturnHeader/ReturnTs02021-05-13T10:36:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Western
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Reserve Trust Compan
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,056,945
Liabilities
$0
Net assets
$9,056,945
Revenue
$4,666,445
Expenses
$1,148,708
Net income
$3,517,737
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