Civic Intelligence

Stone Ridge Library Inc Tr

990PF • Fiscal year 2020 • EIN 14-6104702

Oct 01, 2019 to Sep 30, 2020 • Filed on Feb 02, 2021

Organization Profile
Keybank 4900 Tiedeman Oh-01-49-0150Brooklyn, OH 44144

(518) 257-8654

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

39th percentile

-1.5%

Higher net margin than 39% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

79th percentile

$1,750

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 16.0% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

44th percentile

-0.2%

Faster asset growth than 44% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

65%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$103,969

Down $177 (-0.2%) from 2019

Net Assets

$103,969

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin39th percentile

Revenue

Up

$10,943

Up $4,314 (+65%) from 2019

Expenses

Up

$11,111

Up $1,887 (+20%) from 2019

Net Income

Up

-$168

Up $2,427 (+94%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$150K$100K$50K$0Assets 2011: $119,657Liabilities 2011: $02011Assets 2012: $123,479Liabilities 2012: $02012Assets 2013: $120,602Liabilities 2013: $02013Assets 2014: $110,982Liabilities 2014: $02014Assets 2015: $112,627Liabilities 2015: $02015Assets 2016: $109,580Liabilities 2016: $02016Assets 2019: $104,146Liabilities 2019: $02019Assets 2020: $103,969Liabilities 2020: $0Net Assets 2020: $103,9692020Assets 2021: $130,914Liabilities 2021: $0Net Assets 2021: $130,9142021Assets 2022: $131,278Liabilities 2022: $0Net Assets 2022: $131,2782022Assets 2023: $131,065Liabilities 2023: $0Net Assets 2023: $131,0652023Assets 2024: $132,702Liabilities 2024: $0Net Assets 2024: $132,7022024Assets 2025: $132,331Liabilities 2025: $0Net Assets 2025: $132,3312025

Highlighted filing

2020

Assets$103,969
Liabilities$0
Net Assets$103,969
Open 2020 Filing

Operations Trend

Revenue Growth90th percentile

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

$40K$20K$0-$20KRevenue 2011: $4,014Expenses 2011: $7,758Net Income 2011: -$3,7442011Revenue 2012: $7,028Expenses 2012: $3,207Net Income 2012: $3,8212012Revenue 2013: $4,512Expenses 2013: $7,389Net Income 2013: -$2,8772013Revenue 2014: $5,539Expenses 2014: $15,159Net Income 2014: -$9,6202014Revenue 2015: $6,854Expenses 2015: $5,209Net Income 2015: $1,6452015Revenue 2016: $512Expenses 2016: $3,559Net Income 2016: -$3,0472016Revenue 2019: $6,629Expenses 2019: $9,224Net Income 2019: -$2,5952019Revenue 2020: $10,943Expenses 2020: $11,111Net Income 2020: -$1682020Revenue 2021: $37,965Expenses 2021: $11,014Net Income 2021: $26,9512021Revenue 2022: $3,688Expenses 2022: $3,325Net Income 2022: $3632022Revenue 2023: $4,400Expenses 2023: $4,612Net Income 2023: -$2122023Revenue 2024: $5,666Expenses 2024: $3,968Net Income 2024: $1,6982024Revenue 2025: $7,212Expenses 2025: $7,553Net Income 2025: -$3412025

Highlighted filing

2020

Revenue$10,943
Expenses$11,111
Net Income-$168
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Feb 2, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEYBANK N A TRUSTEETrustee-$1,750-$1,750
Filing and Contact Details

Filer

Filer Name
Stone Ridge Library Inc Tr 10-0164620
EIN
14-6104702
Phone
5182578654
Address
KEYBANK 4900 TIEDEMAN OH-01-49-0150, BROOKLYN, OH 44144

Signing Officer

Name
Keybank Byp S Chmura
Title
Vice President
Phone
5182578654
Signed
2021-02-02

Preparer

Firm
Pricewaterhousecoopers Llp
Address
1850 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Raw XML Appendix347 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/CategoryOrItemTxt0SEE ATTACHED HOLDINGS REPORT
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0121.946 GUGGENHEIM TOTAL RETURN BOND FUND $0.757
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc122. ISHARES CORE S&P 500 ETF $5.90800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc252. ISHARES CORE US AGGREGATE BOND ETF $2.89100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3192. ISHARES CORE MSCI EAFE ETF $1.58000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAIN DIVIDENDS
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04900 TIEDEMAN ROADOH-01-49-0150
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BROOKLYN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0441442302
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0KEYBANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum02168134556
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08185
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0STONE RIDGE LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 188
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0STONE RIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd012484
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08185
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/AppliedToCurrentYearAmt06263
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06263
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01308
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04718
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03410
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01308
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09673
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03410
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04718
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01308
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt09
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE/TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt076
TaxesSchedule/TaxesDetail/Amt054
TaxesSchedule/TaxesDetail/Amt156
TaxesSchedule/TaxesDetail/Amt210
TaxesSchedule/TaxesDetail/Amt36
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt210
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt36
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KEYBANK BYP S CHMURA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05182578654
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STONE RIDGE LIBRARY INC TR 10-0164620
ReturnHeader/Filer/BusinessNameControlTxt0STON
ReturnHeader/Filer/EIN0146104702
ReturnHeader/Filer/PhoneNum05182578654
ReturnHeader/Filer/USAddress/AddressLine1Txt0KEYBANK 4900 TIEDEMAN OH-01-49-0150
ReturnHeader/Filer/USAddress/CityNm0BROOKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044144
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01850 N CENTRAL AVE STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085004
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-02-02T09:00:12-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$103,969
Liabilities
$0
Net assets
$103,969
Revenue
$10,943
Expenses
$11,111
Net income
-$168
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.07$0.08$0.00
2024Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.06$0.04$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.04$0.05$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.04$0.03$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.38$0.11$0.27
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.11$0.11$0.00
2019Summary only. Only limited summary data is available for this year.$1.04$0.00$0.07$0.09$0.03
2016Summary only. Only limited summary data is available for this year.$1.10$0.00$0.01$0.04$0.03
2015Summary only. Only limited summary data is available for this year.$1.13$0.00$0.07$0.05$0.02
2014Summary only. Only limited summary data is available for this year.$1.11$0.00$0.06$0.15$0.10
2013Summary only. Only limited summary data is available for this year.$1.21$0.00$0.05$0.07$0.03
2012Summary only. Only limited summary data is available for this year.$1.23$0.00$0.07$0.03$0.04
2011Summary only. Only limited summary data is available for this year.$1.20$0.00$0.04$0.08$0.04