Civic Intelligence

C Lloyd Yohe and Winona Rynott Yohe Charitable Remainder Unitrust

990PF • Fiscal year 2023 • EIN 65-6085500

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 22, 2024

Organization Profile
PO Box 630858Cincinnati, OH 45263-0858

(513) 534-5310

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

7th percentile

-107%

Higher net margin than 7% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

67th percentile

$14,728

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 50.0% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

29th percentile

-3.8%

Faster asset growth than 29% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

90th percentile

114%

Faster revenue growth than 90% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Flat

$801,865

Flat from 2023

Net Assets

$801,865

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin7th percentile

Revenue

Flat

$29,465

Flat from 2023

Expenses

Flat

$61,138

Flat from 2023

Net Income

Flat

-$31,673

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$1.0M$500K$0Assets 2011: $777,667Liabilities 2011: $02011Assets 2012: $763,266Liabilities 2012: $02012Assets 2013: $754,603Liabilities 2013: $02013Assets 2014: $785,037Liabilities 2014: $02014Assets 2015: $862,784Liabilities 2015: $02015Assets 2019: $937,330Liabilities 2019: $0Net Assets 2019: $937,3302019Assets 2020: $905,820Liabilities 2020: $0Net Assets 2020: $905,8202020Assets 2021: $899,694Liabilities 2021: $0Net Assets 2021: $899,6942021Assets 2022: $833,550Liabilities 2022: $0Net Assets 2022: $833,5502022Assets 2023: $801,865Liabilities 2023: $0Net Assets 2023: $801,8652023Assets 2023: $801,865Liabilities 2023: $12023

Highlighted filing

2023

Assets$801,865
Liabilities$0
Net Assets$801,865
Open 2023 Filing

Operations Trend

Revenue Growth90th percentile

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

$200K$100K$0-$100KRevenue 2011: $42,384Expenses 2011: $61,269Net Income 2011: -$18,8852011Revenue 2012: $38,328Expenses 2012: $52,729Net Income 2012: -$14,4012012Revenue 2013: $48,616Expenses 2013: $54,156Net Income 2013: -$5,5402013Revenue 2014: $80,781Expenses 2014: $50,355Net Income 2014: $30,4262014Revenue 2015: $136,469Expenses 2015: $58,721Net Income 2015: $77,7482015Revenue 2019: $37,496Expenses 2019: $61,314Net Income 2019: -$23,8182019Revenue 2020: $37,982Expenses 2020: $69,401Net Income 2020: -$31,4192020Revenue 2021: $89,885Expenses 2021: $96,017Net Income 2021: -$6,1322021Revenue 2022: $13,756Expenses 2022: $79,788Net Income 2022: -$66,0322022Revenue 2023: $29,465Expenses 2023: $61,138Net Income 2023: -$31,6732023Revenue 2023: $29,465Expenses 2023: $61,138Net Income 2023: -$31,6732023

Highlighted filing

2023

Revenue$29,465
Expenses$61,138
Net Income-$31,673
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 22, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIFTH THIRD BANKCo-Trustee-$14,728-$14,728
JENNIFER YOHECo-Trustee-$0--
DAVID YOHECo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Cl & Wr Yohe Charitable Iua Fifth Third
EIN
65-6085500
Phone
5135345310
Address
PO BOX 630858, CINCINNATI, OH 45263-0858

Signing Officer

Name
Matthew Carothers
Title
Trustee
Phone
5135345310
Signed
2024-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Doak a Pfaff
Phone
6142327288
Raw XML Appendix334 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/ExcessDistriCyovToNextYrAmt012355
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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OtherDecreasesSchedule/OtherDecreasesDetail/Desc02023 TRANSACTION POSTED IN 2024
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OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0845
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0139
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02022 TRANSACTION POSTED IN 2023
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW CAROTHERS
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-22
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRANDVIEW HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
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ReturnHeader/PreparerPersonGrp/PhoneNum06142327288
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOAK A PFAFF
ReturnHeader/ReturnTs02024-04-23T15:01:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$801,865
Liabilities
$0
Net assets
$801,865
Revenue
$29,465
Expenses
$61,138
Net income
-$31,673
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$8.02$0.00$8.02$0.29$0.61$0.32
2023Summary only. Only limited summary data is available for this year.$8.02$0.00$0.29$0.61$0.32
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.34$0.00$8.34$0.14$0.80$0.66
2021Detailed filing. Detailed filing data is available for this year.$9.00$0.00$9.00$0.90$0.96$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.06$0.00$9.06$0.38$0.69$0.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.37$0.00$9.37$0.37$0.61$0.24
2015Summary only. Only limited summary data is available for this year.$8.63$0.00$1.36$0.59$0.78
2014Summary only. Only limited summary data is available for this year.$7.85$0.00$0.81$0.50$0.30
2013Summary only. Only limited summary data is available for this year.$7.55$0.00$0.49$0.54$0.06
2012Summary only. Only limited summary data is available for this year.$7.63$0.00$0.38$0.53$0.14
2011Summary only. Only limited summary data is available for this year.$7.78$0.00$0.42$0.61$0.19