Civic Intelligence

O'Brion Frank Trust UW

EIN 06-6154532 • Brooklyn, OH

4900 Tiedeman Road Oh-01-49-0381Brooklyn, OH 44144
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

45th percentile

2.6%

Higher net margin than 45% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

54th percentile

$21,933

Higher top officer pay than 54% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

41st percentile

0.5%

Faster asset growth than 41% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-55%

Faster revenue growth than 5% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$1,272,365

Up $6,265 (+0.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,272,365

Up $6,265 (+0.5%) from 2023

Revenue

Down

$99,686

Down $123,777 (-55%) from 2023

Expenses

Up

$97,126

Up $16,368 (+20%) from 2023

Net Income

Down

$2,560

Down $140,145 (-98%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $1,214,645Liabilities 2011: $02011Assets 2012: $1,219,946Liabilities 2012: $02012Assets 2013: $1,187,905Liabilities 2013: $02013Assets 2014: $1,179,638Liabilities 2014: $02014Assets 2015: $1,141,113Liabilities 2015: $02015Assets 2019: $1,140,180Liabilities 2019: $02019Assets 2020: $1,173,046Liabilities 2020: $0Net Assets 2020: $1,173,0462020Assets 2021: $1,347,675Liabilities 2021: $0Net Assets 2021: $1,347,6752021Assets 2022: $1,255,030Liabilities 2022: $0Net Assets 2022: $1,255,0302022Assets 2023: $1,266,100Liabilities 2023: $0Net Assets 2023: $1,266,1002023Assets 2024: $1,272,365Liabilities 2024: $0Net Assets 2024: $1,272,3652024

Latest loaded filing

2024

Assets$1,272,365
Liabilities$0
Net Assets$1,272,365

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $84,388Expenses 2011: $83,794Net Income 2011: $5942011Revenue 2012: $111,391Expenses 2012: $84,207Net Income 2012: $27,1842012Revenue 2013: $93,048Expenses 2013: $85,923Net Income 2013: $7,1252013Revenue 2014: $51,166Expenses 2014: $81,094Net Income 2014: -$29,9282014Revenue 2015: $36,952Expenses 2015: $81,301Net Income 2015: -$44,3492015Revenue 2019: $79,748Expenses 2019: $72,073Net Income 2019: $7,6752019Revenue 2020: $104,637Expenses 2020: $72,487Net Income 2020: $32,1502020Revenue 2021: $89,662Expenses 2021: $82,312Net Income 2021: $7,3502021Revenue 2022: $237,300Expenses 2022: $100,730Net Income 2022: $136,5702022Revenue 2023: $223,463Expenses 2023: $80,758Net Income 2023: $142,7052023Revenue 2024: $99,686Expenses 2024: $97,126Net Income 2024: $2,5602024

Latest loaded filing

2024

Revenue$99,686
Expenses$97,126
Net Income$2,560

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2024 to Oct 31, 2025
Signed
Feb 26, 2026
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEYBANK NATrustee-$21,933-$21,933
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF HARTFORDSCHOLARSHIPIWEST HARTFORD, CT, US$16,000
Paid GrantQUINNIPIAC UNIVERSITYSCHOLARSHIPIHAMDEN, CT, US$9,000
Paid GrantUNIVERSITY OF MASSACHUSETTSSCHOLARSHIPIWILLIAMSBURG, MA, US$6,000
Paid GrantBROOKLYN LAW SCHOOLSCHOLARSHIPIBROOKLYN, NY, US$6,000
Paid GrantDEPAUL UNIVERSITYSCHOLARSHIPICHICAGO, IL, US$6,000
Filing and Contact Details

Filer

Filer Name
O'BRION FRANK TRUST UW
EIN
06-6154532
Phone
2166897663
Address
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144

Signing Officer

Name
Keybank by Joseph Velkos
Title
Vice President
Phone
2166897663
Signed
2026-02-26
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 AppendixShowing 400 of 426 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/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt051783
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04900 TIEDEMAN RDOH-01-49-0381
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BROOKLYN
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0KEYBANK NATIONAL ASSOCIATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum02168134548
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN APPLICATION, ESSAY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0O'BRION SCHOLARSHIP SELECTION COMMI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08602444887
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0101 EAST RIVER DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0EAST HARTFORD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd006108
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SELECTION COMMITTEE CONSIDERS SCHOLASTIC ABILITY, INTEGRITY, LEADERSHIP. SCHOLARSHPS AWARDED TO CHILDREN OF PARENTS EMPLOYED BY CBT CORP, A CONNECTICUT CORP IN HARTFORD.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0AUGUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt19000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt216000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt36000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt46000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF MASSACHUSETTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1QUINNIPIAC UNIVERSITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BROOKLYN LAW SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4DEPAUL UNIVERSITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4I
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 96
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1275 MOUNT CARMEL AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2200 BIOOMFIELD AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3250 JORALEMON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41 E JACKSON BLVD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HAMDEN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CHICAGO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0010960096
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1065181905
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2061170000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3112013700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd4606042201
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt051783
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IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt081736
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt07268
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07268
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt07268
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt051783
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07268
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt022685
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0205
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROC ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSES - PROCEEDS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt15
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RECOVERY OF GRANT PAID
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0AUDIT & ACCOUNTING FEES (ALLOC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMNT MNGMNT FEES (NON-DED
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01500
TaxesSchedule/TaxesDetail/Amt0446
TaxesSchedule/TaxesDetail/Amt11207
TaxesSchedule/TaxesDetail/Amt21165
TaxesSchedule/TaxesDetail/Amt3145
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0446
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt3145
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEYBANK BY JOSEPH VELKOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT

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