Civic Intelligence

Harriet & Fred Pomeroy Scholarship Fund 10-10-123-0016660

990PF • Fiscal year 2024 • EIN 01-6008640

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 01, 2024

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

(518) 257-8654

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

-73%

Higher net margin than 9% of similar nonprofits.

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

Top Officer Pay

83rd percentile

$4,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 34.5% of source-year revenue.

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

Asset Growth

40th percentile

-3.4%

Faster asset growth than 40% 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

$243,595

Down $8,473 (-3.4%) from 2023

Net Assets

Down

$243,595

Down $8,473 (-3.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin9th percentile

Revenue

Up

$11,598

Up $15,795 (+376%) from 2023

Expenses

Down

$20,071

Down $136 (-0.7%) from 2023

Net Income

Up

-$8,473

Up $15,931 (+65%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$300K$200K$100K$0Assets 2012: $297,890Liabilities 2012: $02012Assets 2013: $284,027Liabilities 2013: $02013Assets 2014: $270,659Liabilities 2014: $02014Assets 2015: $269,165Liabilities 2015: $02015Assets 2016: $263,061Liabilities 2016: $02016Assets 2020: $248,762Liabilities 2020: $02020Assets 2021: $286,896Liabilities 2021: $0Net Assets 2021: $286,8962021Assets 2022: $276,471Liabilities 2022: $0Net Assets 2022: $276,4712022Assets 2023: $252,068Liabilities 2023: $0Net Assets 2023: $252,0682023Assets 2024: $243,595Liabilities 2024: $0Net Assets 2024: $243,5952024Assets 2025: $242,257Liabilities 2025: $0Net Assets 2025: $242,2572025

Highlighted filing

2024

Assets$243,595
Liabilities$0
Net Assets$243,595
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: $19,877Expenses 2012: $4,378Net Income 2012: $15,4992012Revenue 2013: $16,504Expenses 2013: $30,366Net Income 2013: -$13,8622013Revenue 2014: $11,640Expenses 2014: $25,199Net Income 2014: -$13,5592014Revenue 2015: $18,584Expenses 2015: $20,077Net Income 2015: -$1,4932015Revenue 2016: $9,344Expenses 2016: $15,448Net Income 2016: -$6,1042016Revenue 2020: $30,392Expenses 2020: $46,906Net Income 2020: -$16,5142020Revenue 2021: $63,320Expenses 2021: $25,184Net Income 2021: $38,1362021Revenue 2022: $14,606Expenses 2022: $25,031Net Income 2022: -$10,4252022Revenue 2023: -$4,197Expenses 2023: $20,207Net Income 2023: -$24,4042023Revenue 2024: $11,598Expenses 2024: $20,071Net Income 2024: -$8,4732024Revenue 2025: $8,955Expenses 2025: $10,290Net Income 2025: -$1,3352025

Highlighted filing

2024

Revenue$11,598
Expenses$20,071
Net Income-$8,473
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 1, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEYBANK N ATrustee-$4,000-$4,000
Filing and Contact Details

Filer

Filer Name
Fred E Pomeroy Trust Uw
EIN
01-6008640
Phone
5182578654
Address
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144

Signing Officer

Name
Keybank by Joseph Velkos
Title
Vice President
Phone
5182578654
Signed
2024-10-01
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 Appendix331 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.

Path#Value
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SEE ATTACHED ASSET STMT
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt017548
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0BIOLOGY STUDENTS OF BATES COLLEGE WHO WISH TO CONTINUE STUDYING BIOLOGY AT THE GRADUATE LEVEL.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TUFTS UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UMASS CHAN MEDICAL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2TTUHSC EL PASO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0419 BOSTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt155 N LAKE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25001 EL PASO DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MEDFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WORCESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2EL PASO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002155
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101655
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd279905
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015000
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/AppliedToCurrentYearAmt011335
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011335
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05790
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07511
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08807
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt029841
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07417
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07417
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt057664
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05715
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05790
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07511
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08807
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt029841
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017050
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05715
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt065081
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt059366
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt021
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEYBANK BY JOSEPH VELKOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05182578654
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRED E POMEROY TRUST UW
ReturnHeader/Filer/BusinessNameControlTxt0HARR
ReturnHeader/Filer/EIN0016008640
ReturnHeader/Filer/PhoneNum05182578654
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/PreparationDt02024-10-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-05T08:01:24-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$243,595
Liabilities
$0
Net assets
$243,595
Revenue
$11,598
Expenses
$20,071
Net income
-$8,473
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.09$0.10$0.01
2024Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.12$0.20$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.04$0.20$0.24
2022Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.15$0.25$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.63$0.25$0.38
2020Summary only. Only limited summary data is available for this year.$2.49$0.00$0.30$0.47$0.17
2016Summary only. Only limited summary data is available for this year.$2.63$0.00$0.09$0.15$0.06
2015Summary only. Only limited summary data is available for this year.$2.69$0.00$0.19$0.20$0.01
2014Summary only. Only limited summary data is available for this year.$2.71$0.00$0.12$0.25$0.14
2013Summary only. Only limited summary data is available for this year.$2.84$0.00$0.17$0.30$0.14
2012Summary only. Only limited summary data is available for this year.$2.98$0.00$0.20$0.04$0.15