Civic Intelligence

Will C Atkins Trust UW

990PF • Fiscal year 2024 • EIN 01-6007090

May 01, 2023 to Apr 30, 2024 • Filed on May 28, 2024

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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

9th percentile

-79%

Higher net margin than 9% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$4,015

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 31.5% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

42nd percentile

-2.7%

Faster asset growth than 42% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

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

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$356,917

Down $10,058 (-2.7%) from 2023

Net Assets

Down

$356,917

Down $10,058 (-2.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin9th percentile

Revenue

Up

$12,736

Up $18,390 (+325%) from 2023

Expenses

Up

$22,791

Up $587 (+2.6%) from 2023

Net Income

Up

-$10,055

Up $17,803 (+64%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2024

Assets$356,917
Liabilities$0
Net Assets$356,917
Open 2024 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

2024

Revenue$12,736
Expenses$22,791
Net Income-$10,055
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
May 28, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEYBANK NATIONAL ASSOCIATIONTrustee-$4,015-$4,015
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
2024-05-28
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Raw XML Appendix324 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/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0KEYBANK NATIONAL ASSOCIATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum02168134548
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt017404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MAINE GENERAL MEDICAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 828
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WATERVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0049030828
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt017404
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt015860
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015860
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03495
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01549
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04965
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08094
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010093
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010093
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt021701
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03598
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03495
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01549
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04965
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08094
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019458
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03598
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt031794
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt028196
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
TaxesSchedule/TaxesDetail/Amt0282
TaxesSchedule/TaxesDetail/Amt140
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEYBANK BYP S CHMURA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08662388650
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILL C ATKINS TRUST UW
ReturnHeader/Filer/BusinessNameControlTxt0ATKI
ReturnHeader/Filer/EIN0016007090
ReturnHeader/Filer/PhoneNum08662388650
ReturnHeader/Filer/USAddress/AddressLine1Txt04900 TIEDEMAN ROAD OH-01-49-0381
ReturnHeader/Filer/USAddress/CityNm0BROOKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044144
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04300 E CAMELBACK ROAD STE 475
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085018
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-09-09T12:01:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-05-01
ReturnHeader/TaxPeriodEndDt02024-04-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$356,917
Liabilities
$0
Net assets
$356,917
Revenue
$12,736
Expenses
$22,791
Net income
-$10,055
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