Civic Intelligence

White Sherman & Virginia Pfdn

EIN 20-3970395 • Brooklyn, OH

Key Bank 4900 Tiedeman Rd Oh-01-49Brooklyn, OH 44144
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

$10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

$10M-$25M nonprofits • Source year 2023

Net Margin

62nd percentile

13%

Higher net margin than 62% of similar nonprofits.

$10M-$25M nonprofits • Source year 2023

Top Officer Pay

81st percentile

$91,852

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

$10M-$25M nonprofits • Source year 2021

Asset Growth

38th percentile

1.1%

Faster asset growth than 38% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

23rd percentile

-6.5%

Faster revenue growth than 23% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2023

Assets

Up

$12,511,315

Up $133,538 (+1.1%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Down

$1,022,594

Down $71,050 (-6.5%) from 2022

Expenses

Down

$888,400

Down $120,214 (-12%) from 2022

Net Income

Up

$134,194

Up $49,164 (+58%) from 2022

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $10,173,542Liabilities 2011: $02011Assets 2012: $9,956,691Liabilities 2012: $02012Assets 2013: $10,109,783Liabilities 2013: $02013Assets 2014: $10,407,523Liabilities 2014: $02014Assets 2015: $10,661,108Liabilities 2015: $02015Assets 2019: $11,456,221Liabilities 2019: $0Net Assets 2019: $11,456,2212019Assets 2020: $11,597,760Liabilities 2020: $0Net Assets 2020: $11,597,7602020Assets 2021: $12,292,755Liabilities 2021: $0Net Assets 2021: $12,292,7552021Assets 2022: $12,377,777Liabilities 2022: $0Net Assets 2022: $12,377,7772022Assets 2023: $12,511,315Liabilities 2023: $12023

Highlighted filing

2023

Assets$12,511,315
Liabilities$1
Net Assets-

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $736,311Expenses 2011: $658,380Net Income 2011: $77,9312011Revenue 2012: $486,245Expenses 2012: $704,038Net Income 2012: -$217,7932012Revenue 2013: $823,714Expenses 2013: $670,327Net Income 2013: $153,3872013Revenue 2014: $1,032,685Expenses 2014: $734,959Net Income 2014: $297,7262014Revenue 2015: $1,079,076Expenses 2015: $824,505Net Income 2015: $254,5712015Revenue 2019: $810,273Expenses 2019: $798,289Net Income 2019: $11,9842019Revenue 2020: $949,358Expenses 2020: $807,819Net Income 2020: $141,5392020Revenue 2021: $1,551,007Expenses 2021: $856,299Net Income 2021: $694,7082021Revenue 2022: $1,093,644Expenses 2022: $1,008,614Net Income 2022: $85,0302022Revenue 2023: $1,022,594Expenses 2023: $888,400Net Income 2023: $134,1942023

Highlighted filing

2023

Revenue$1,022,594
Expenses$888,400
Net Income$134,194

Filings

Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 7, 2022
Return Version
2021v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEYBANK N ATrustee-$91,852-$91,852
Filing and Contact Details

Filer

Filer Name
White Sherman & Virginia Pfdn
EIN
20-3970395
Phone
4192594736
Address
KEY BANK 4900 TIEDEMAN RD OH-01-49, BROOKLYN, OH 44144

Signing Officer

Name
Keybank Byp S Chmura
Title
Vice President
Phone
4192594736
Signed
2022-04-07
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
1850 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Jeffrey E Kuhlin
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13333368
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14714287
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd67AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd68AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd69AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd70AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd71AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd72AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd73AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd74AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd76AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd77AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd78AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd79AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd80AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd81AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd82AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0245388
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01305619
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01551007
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01551007
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000

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