Civic Intelligence

Georgia E Laurie Charitable Trust

990PF • Fiscal year 2022 • EIN 61-6640886

Jan 01, 2022 to Dec 31, 2022 • Filed on May 12, 2023

Organization Profile
600 SUPERIOR AVE E Suite 1701Cleveland, OH 44114

(216) 382-2000

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

6th percentile

-154%

Higher net margin than 6% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$46,454

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

22nd percentile

-8.4%

Faster asset growth than 22% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

35th percentile

-7.7%

Faster revenue growth than 35% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$7,588,164

Down $694,813 (-8.4%) from 2021

Net Assets

Down

$7,588,164

Down $694,813 (-8.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin6th percentile

Revenue

Down

$442,006

Down $36,866 (-7.7%) from 2021

Expenses

Down

$1,123,272

Down $128,679 (-10%) from 2021

Net Income

Up

-$681,266

Up $91,813 (+12%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

2022

Assets$7,588,164
Liabilities$0
Net Assets$7,588,164
Open 2022 Filing

Operations Trend

Revenue Growth35th percentile

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

2022

Revenue$442,006
Expenses$1,123,272
Net Income-$681,266
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 12, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WESTERN RESERVE TRUST COMPANYTrustee-$46,454-$46,454
Filing and Contact Details

Filer

Filer Name
Georgia E Laurie Charitable Trust
EIN
61-6640886
In Care Of
% WESTERN RESERVE TRUST COMPAN
Phone
2163822000
Address
600 SUPERIOR AVE E Suite 1701, CLEVELAND, OH 44114

Signing Officer

Name
Western Reserve Trust Company
Title
Trustee
Phone
2163822000
Signed
2023-05-12
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 Appendix273 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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TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/Amt14355
TaxesSchedule/TaxesDetail/CategoryTxt0OHIO ANNUAL FEES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0200
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04355
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WESTERN RESERVE TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02163822000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GEORGIA E LAURIE CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GEOR
ReturnHeader/Filer/EIN0616640886
ReturnHeader/Filer/InCareOfNm0% WESTERN RESERVE TRUST COMPAN
ReturnHeader/Filer/PhoneNum02163822000
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 SUPERIOR AVE E Suite 1701
ReturnHeader/Filer/USAddress/CityNm0CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044114
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/PreparationDt02023-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOMINIC M FRAGAPANE
ReturnHeader/ReturnTs02023-05-15T09:45:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WESTERN RESERVE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TRUST COMPANY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,588,164
Liabilities
$0
Net assets
$7,588,164
Revenue
$442,006
Expenses
$1,123,272
Net income
-$681,266
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