Civic Intelligence

Georgia E Laurie Charitable Trust

990PF • Fiscal year 2023 • EIN 61-6640886

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

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.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

4th percentile

-217%

Higher net margin than 4% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

38th percentile

$40,694

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 14.9% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

12th percentile

-7.6%

Faster asset growth than 12% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

12th percentile

-38%

Faster revenue growth than 12% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$7,008,544

Down $579,620 (-7.6%) from 2022

Net Assets

Down

$7,008,543

Down $579,621 (-7.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin4th percentile

Revenue

Down

$273,311

Down $168,695 (-38%) from 2022

Expenses

Down

$866,416

Down $256,856 (-23%) from 2022

Net Income

Up

-$593,105

Up $88,161 (+13%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2023

Assets$7,008,544
Liabilities$0
Net Assets$7,008,543
Open 2023 Filing

Operations Trend

Revenue Growth12th 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

2023

Revenue$273,311
Expenses$866,416
Net Income-$593,105
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WESTERN RESERVE TRUST COMPANYTrustee-$40,694-$40,694
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
2024-05-15
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 Appendix264 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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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOMINIC M FRAGAPANE
ReturnHeader/ReturnTs02024-05-15T12:53:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WESTERN RESERVE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TRUST COMPANY
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$7,008,544
Liabilities
$0
Net assets
$7,008,543
Revenue
$273,311
Expenses
$866,416
Net income
-$593,105
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