Civic Intelligence

Washburn E Williams Trust UW

990PF • Fiscal year 2024 • EIN 01-6035962

May 01, 2023 to Apr 30, 2024 • Filed on Aug 23, 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

7th percentile

-116%

Higher net margin than 7% of similar nonprofits.

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

Top Officer Pay

84th percentile

$5,629

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 34.7% of source-year revenue.

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

Asset Growth

39th percentile

-4.1%

Faster asset growth than 39% 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

$439,877

Down $18,719 (-4.1%) from 2023

Net Assets

Down

$439,877

Down $18,719 (-4.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin7th percentile

Revenue

Up

$16,206

Up $24,429 (+297%) from 2023

Expenses

Down

$34,927

Down $67 (-0.2%) from 2023

Net Income

Up

-$18,721

Up $24,496 (+57%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$600K$400K$200K$0Assets 2011: $443,379Liabilities 2011: $02011Assets 2012: $447,813Liabilities 2012: $02012Assets 2013: $445,157Liabilities 2013: $02013Assets 2014: $434,788Liabilities 2014: $02014Assets 2015: $415,491Liabilities 2015: $02015Assets 2016: $415,787Liabilities 2016: $02016Assets 2021: $400,305Liabilities 2021: $0Net Assets 2021: $400,3052021Assets 2022: $501,813Liabilities 2022: $0Net Assets 2022: $501,8132022Assets 2023: $458,596Liabilities 2023: $0Net Assets 2023: $458,5962023Assets 2024: $439,877Liabilities 2024: $0Net Assets 2024: $439,8772024Assets 2025: $423,068Liabilities 2025: $0Net Assets 2025: $423,0682025

Highlighted filing

2024

Assets$439,877
Liabilities$0
Net Assets$439,877
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2011: $17,307Expenses 2011: $28,514Net Income 2011: -$11,2072011Revenue 2012: $36,151Expenses 2012: $31,718Net Income 2012: $4,4332012Revenue 2013: $23,950Expenses 2013: $26,605Net Income 2013: -$2,6552013Revenue 2014: $16,271Expenses 2014: $26,639Net Income 2014: -$10,3682014Revenue 2015: $17,860Expenses 2015: $37,157Net Income 2015: -$19,2972015Revenue 2016: $20,158Expenses 2016: $22,842Net Income 2016: -$2,6842016Revenue 2021: $27,583Expenses 2021: $40,062Net Income 2021: -$12,4792021Revenue 2022: $134,762Expenses 2022: $33,062Net Income 2022: $101,7002022Revenue 2023: -$8,223Expenses 2023: $34,994Net Income 2023: -$43,2172023Revenue 2024: $16,206Expenses 2024: $34,927Net Income 2024: -$18,7212024Revenue 2025: $18,000Expenses 2025: $34,802Net Income 2025: -$16,8022025

Highlighted filing

2024

Revenue$16,206
Expenses$34,927
Net Income-$18,721
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
Aug 23, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEYBANK NATIONAL ASSOCIATIONTrustee-$5,629-$5,629
Filing and Contact Details

Filer

Filer Name
Washburn E Williams Trust Uw
EIN
01-6035962
Phone
8662388650
Address
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144

Signing Officer

Name
Keybank by Joseph Velkos
Title
Vice President
Phone
8662388650
Signed
2024-08-23
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 Appendix339 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/CategoryOrItemTxt0998154223 CHARITABLE INTL EQUI
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-18721
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01220
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEYBANK BY JOSEPH VELKOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08662388650
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WASHBURN E WILLIAMS TRUST UW
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ReturnHeader/Filer/PhoneNum08662388650
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ReturnHeader/Filer/USAddress/CityNm0BROOKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044144
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
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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/PreparationDt02024-08-23
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
$439,877
Liabilities
$0
Net assets
$439,877
Revenue
$16,206
Expenses
$34,927
Net income
-$18,721
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.18$0.35$0.17
2024Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.16$0.35$0.19
2023Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.08$0.35$0.43
2022Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$1.35$0.33$1.02
2021Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.28$0.40$0.12
2016Summary only. Only limited summary data is available for this year.$4.16$0.00$0.20$0.23$0.03
2015Summary only. Only limited summary data is available for this year.$4.15$0.00$0.18$0.37$0.19
2014Summary only. Only limited summary data is available for this year.$4.35$0.00$0.16$0.27$0.10
2013Summary only. Only limited summary data is available for this year.$4.45$0.00$0.24$0.27$0.03
2012Summary only. Only limited summary data is available for this year.$4.48$0.00$0.36$0.32$0.04
2011Summary only. Only limited summary data is available for this year.$4.43$0.00$0.17$0.29$0.11