Civic Intelligence

Will C Atkins Trust UW

990PF • Fiscal year 2023 • EIN 01-6007090

May 01, 2022 to Apr 30, 2023 • Filed on May 29, 2023

Organization Profile
4900 Tiedeman Road Oh-01-49-0381Brooklyn, OH 44144

(866) 238-8650

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

100th percentile

493%

Higher net margin than 100% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

82nd percentile

$4,020

Higher top officer pay than 82% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

34th percentile

-7.1%

Faster asset growth than 34% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$366,975

Down $27,858 (-7.1%) from 2022

Net Assets

Down

$366,975

Down $27,858 (-7.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$5,654

Down $96,657 (-106%) from 2022

Expenses

Down

$22,204

Down $851 (-3.7%) from 2022

Net Income

Down

-$27,858

Down $95,806 (-141%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$400K$300K$200K$100K$0Assets 2012: $354,978Liabilities 2012: $02012Assets 2013: $347,705Liabilities 2013: $02013Assets 2014: $352,004Liabilities 2014: $02014Assets 2015: $366,368Liabilities 2015: $02015Assets 2020: $326,818Liabilities 2020: $02020Assets 2021: $327,034Liabilities 2021: $0Net Assets 2021: $327,0342021Assets 2022: $394,833Liabilities 2022: $0Net Assets 2022: $394,8332022Assets 2023: $366,975Liabilities 2023: $0Net Assets 2023: $366,9752023Assets 2024: $356,917Liabilities 2024: $0Net Assets 2024: $356,9172024Assets 2025: $346,834Liabilities 2025: $0Net Assets 2025: $346,8342025

Highlighted filing

2023

Assets$366,975
Liabilities$0
Net Assets$366,975
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2012: $9,622Expenses 2012: $22,382Net Income 2012: -$12,7602012Revenue 2013: $13,257Expenses 2013: $20,530Net Income 2013: -$7,2732013Revenue 2014: $15,971Expenses 2014: $11,672Net Income 2014: $4,2992014Revenue 2015: $26,298Expenses 2015: $11,933Net Income 2015: $14,3652015Revenue 2020: $22,073Expenses 2020: $28,095Net Income 2020: -$6,0222020Revenue 2021: $26,199Expenses 2021: $25,983Net Income 2021: $2162021Revenue 2022: $91,003Expenses 2022: $23,055Net Income 2022: $67,9482022Revenue 2023: -$5,654Expenses 2023: $22,204Net Income 2023: -$27,8582023Revenue 2024: $12,736Expenses 2024: $22,791Net Income 2024: -$10,0552024Revenue 2025: $14,566Expenses 2025: $24,645Net Income 2025: -$10,0792025

Highlighted filing

2023

Revenue-$5,654
Expenses$22,204
Net Income-$27,858
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2022 to Apr 30, 2023
Signed
May 29, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEYBANK N ATrustee-$4,020-$4,020
Filing and Contact Details

Filer

Filer Name
Will C Atkins Trust Uw
EIN
01-6007090
Phone
8662388650
Address
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144

Signing Officer

Name
Keybank Byp S Chmura
Title
Vice President
Phone
8662388650
Signed
2023-05-29
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
1850 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Raw XML Appendix326 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt414701
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0998154223 CHARITABLE INTL EQUI
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2998152330 CHARITABLE REAL ASSE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-27858
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02853
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc284.46 CHARITABLE CORE FIXED INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3358.3 CHARITABLE REAL ASSETS FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4135.4 CHARITABLE REAL ASSETS FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5395.65 CHARITABLE INTL EQUITY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6175.39 CHARITABLE INTL EQUITY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-11-07
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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ReturnHeader/ReturnTs02023-09-07T13:00:57-05:00
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ReturnHeader/TaxPeriodBeginDt02022-05-01
ReturnHeader/TaxPeriodEndDt02023-04-30
ReturnHeader/TaxYr02022

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
$366,975
Liabilities
$0
Net assets
$366,975
Revenue
-$5,654
Expenses
$22,204
Net income
-$27,858
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.15$0.25$0.10
2024Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.13$0.23$0.10
2023Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.06$0.22$0.28
2022Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.91$0.23$0.68
2021Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.26$0.26$0.00
2020Summary only. Only limited summary data is available for this year.$3.27$0.00$0.22$0.28$0.06
2015Summary only. Only limited summary data is available for this year.$3.66$0.00$0.26$0.12$0.14
2014Summary only. Only limited summary data is available for this year.$3.52$0.00$0.16$0.12$0.04
2013Summary only. Only limited summary data is available for this year.$3.48$0.00$0.13$0.21$0.07
2012Summary only. Only limited summary data is available for this year.$3.55$0.00$0.10$0.22$0.13