Civic Intelligence

Marion B Herrschaft Trust Ua Nect

990PF • Fiscal year 2023 • EIN 01-6041087

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 07, 2024

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

(518) 257-9662

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

3rd percentile

-348%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

61st percentile

$5,469

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 76.3% of source-year revenue.

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

Asset Growth

26th percentile

-4.7%

Faster asset growth than 26% of similar nonprofits.

2023 filings • $500k-$1M 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 / Assets40th percentile

Assets

Down

$507,030

Down $24,956 (-4.7%) from 2022

Net Assets

Down

$507,030

Down $24,956 (-4.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin3rd percentile

Revenue

Up

$7,172

Up $13,670 (+210%) from 2022

Expenses

Up

$32,129

Up $2,530 (+8.5%) from 2022

Net Income

Up

-$24,957

Up $11,140 (+31%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$600K$400K$200K$0Assets 2011: $507,863Liabilities 2011: $02011Assets 2012: $502,010Liabilities 2012: $02012Assets 2013: $499,649Liabilities 2013: $02013Assets 2014: $521,346Liabilities 2014: $02014Assets 2015: $528,384Liabilities 2015: $02015Assets 2019: $471,498Liabilities 2019: $0Net Assets 2019: $471,4982019Assets 2020: $448,985Liabilities 2020: $0Net Assets 2020: $448,9852020Assets 2021: $568,082Liabilities 2021: $0Net Assets 2021: $568,0822021Assets 2022: $531,986Liabilities 2022: $0Net Assets 2022: $531,9862022Assets 2023: $507,030Liabilities 2023: $0Net Assets 2023: $507,0302023Assets 2024: $503,064Liabilities 2024: $0Net Assets 2024: $503,0642024

Highlighted filing

2023

Assets$507,030
Liabilities$0
Net Assets$507,030
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $61,928Expenses 2011: $30,950Net Income 2011: $30,9782011Revenue 2012: $9,839Expenses 2012: $15,692Net Income 2012: -$5,8532012Revenue 2013: $44,979Expenses 2013: $47,357Net Income 2013: -$2,3782013Revenue 2014: $32,197Expenses 2014: $10,500Net Income 2014: $21,6972014Revenue 2015: $24,150Expenses 2015: $17,104Net Income 2015: $7,0462015Revenue 2019: $24,122Expenses 2019: $35,220Net Income 2019: -$11,0982019Revenue 2020: $12,883Expenses 2020: $35,399Net Income 2020: -$22,5162020Revenue 2021: $150,113Expenses 2021: $31,014Net Income 2021: $119,0992021Revenue 2022: -$6,498Expenses 2022: $29,599Net Income 2022: -$36,0972022Revenue 2023: $7,172Expenses 2023: $32,129Net Income 2023: -$24,9572023Revenue 2024: $34,214Expenses 2024: $38,181Net Income 2024: -$3,9672024

Highlighted filing

2023

Revenue$7,172
Expenses$32,129
Net Income-$24,957
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 7, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEYBANK NATrustee-$5,469-$5,469
Filing and Contact Details

Filer

Filer Name
Herrschaft Marion B Trust
EIN
01-6041087
Phone
5182579662
Address
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144

Signing Officer

Name
Keybank Byp S Chmura
Title
Vice President
Phone
5182579662
Signed
2024-04-07
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 Appendix309 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/BookValueAmt4161093
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2998142411 CHARITABLE ALTERNATI
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-24957
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt012980
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04767
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-06-23
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt011020
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-325
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-24957
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0507030
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1621 GOODWILL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BROOKLYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ASHTABULA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1440043232
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025610
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt022511
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022511
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0695
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06560
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06215
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03128
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03128
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt018986
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05516
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0695
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06560
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06215
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028027
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05516
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt022114
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt016598
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02329
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEYBANK BYP S CHMURA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05182579662
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERRSCHAFT MARION B TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HERR
ReturnHeader/Filer/EIN0016041087
ReturnHeader/Filer/PhoneNum05182579662
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/PreparationDt02024-04-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-05T14:01:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$507,030
Liabilities
$0
Net assets
$507,030
Revenue
$7,172
Expenses
$32,129
Net income
-$24,957
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.34$0.38$0.04
2023Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$0.07$0.32$0.25
2022Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.06$0.30$0.36
2021Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$1.50$0.31$1.19
2020Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.13$0.35$0.23
2019Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.24$0.35$0.11
2015Summary only. Only limited summary data is available for this year.$5.28$0.00$0.24$0.17$0.07
2014Summary only. Only limited summary data is available for this year.$5.21$0.00$0.32$0.11$0.22
2013Summary only. Only limited summary data is available for this year.$5.00$0.00$0.45$0.47$0.02
2012Summary only. Only limited summary data is available for this year.$5.02$0.00$0.10$0.16$0.06
2011Summary only. Only limited summary data is available for this year.$5.08$0.00$0.62$0.31$0.31