Civic Intelligence

Everson Museum Foundation

EIN 22-2291345 • 501(c)3 • Brooklyn, OH

Profile

Grants are made according to Trust Agreement date December 19,1979. Keybank as Trustee, distributes net income as follows: 100% to Everson Museum of Art of Syracuse and Onondaga County. Keybank maintains a responsiveness to the needs and activities of the beneficiary organization in the attainment of its mission. The charity has a right to remove the Trustee, authority to direct or approve investments, authority to appoint Co-Trustees orc ommittee members and authority to withdraw principal.

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

n/A

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

4th percentile

-96%

Higher net margin than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

27th percentile

-3.4%

Faster asset growth than 27% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-93%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$4,905,855

Down $172,074 (-3.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$4,905,855

Down $172,074 (-3.4%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin4th percentile

Revenue

Down

$179,178

Down $2,311,091 (-93%) from 2023

Expenses

Down

$350,620

Down $4,332 (-1.2%) from 2023

Net Income

Down

-$171,442

Down $2,306,759 (-108%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,614,462Liabilities 2011: $0Net Assets 2011: $3,614,4622011Assets 2012: $3,512,133Liabilities 2012: $0Net Assets 2012: $3,512,1332012Assets 2013: $3,421,075Liabilities 2013: $0Net Assets 2013: $3,421,0752013Assets 2014: $3,345,659Liabilities 2014: $0Net Assets 2014: $3,345,6592014Assets 2015: $3,299,032Liabilities 2015: $0Net Assets 2015: $3,299,0322015Assets 2016: $3,341,693Liabilities 2016: $0Net Assets 2016: $3,341,6932016Assets 2018: $3,398,927Liabilities 2018: $0Net Assets 2018: $3,398,9272018Assets 2019: $3,291,994Liabilities 2019: $0Net Assets 2019: $3,291,9942019Assets 2020: $3,261,778Liabilities 2020: $0Net Assets 2020: $3,261,7782020Assets 2021: $3,100,503Liabilities 2021: $0Net Assets 2021: $3,100,5032021Assets 2022: $2,942,611Liabilities 2022: $0Net Assets 2022: $2,942,6112022Assets 2023: $5,077,929Liabilities 2023: $0Net Assets 2023: $5,077,9292023Assets 2024: $4,905,855Liabilities 2024: $0Net Assets 2024: $4,905,8552024

Highlighted filing

2024

Assets$4,905,855
Liabilities$0
Net Assets$4,905,855
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $332,667Expenses 2011: $246,818Net Income 2011: $85,8492011Revenue 2012: $240,015Expenses 2012: $342,344Net Income 2012: -$102,3292012Revenue 2013: $253,699Expenses 2013: $344,115Net Income 2013: -$90,4162013Revenue 2014: $290,645Expenses 2014: $366,061Net Income 2014: -$75,4162014Revenue 2015: $262,659Expenses 2015: $309,286Net Income 2015: -$46,6272015Revenue 2016: $299,079Expenses 2016: $256,418Net Income 2016: $42,6612016Revenue 2018: $220,434Expenses 2018: $263,385Net Income 2018: -$42,9512018Revenue 2019: $170,756Expenses 2019: $277,689Net Income 2019: -$106,9332019Revenue 2020: $634,831Expenses 2020: $665,040Net Income 2020: -$30,2092020Revenue 2021: $163,216Expenses 2021: $324,741Net Income 2021: -$161,5252021Revenue 2022: $205,891Expenses 2022: $363,783Net Income 2022: -$157,8922022Revenue 2023: $2,490,269Expenses 2023: $354,952Net Income 2023: $2,135,3172023Revenue 2024: $179,178Expenses 2024: $350,620Net Income 2024: -$171,4422024

Highlighted filing

2024

Revenue$179,178
Expenses$350,620
Net Income-$171,442
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,905,855
Liabilities
$0
Net assets
$4,905,855
Revenue
$179,178
Expenses
$350,620
Net income
-$171,442
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.18$0.35$0.17
2023Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$2.49$0.35$2.14
2022Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.21$0.36$0.16
2021Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.16$0.32$0.16
2020Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.63$0.67$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.17$0.28$0.11
2018Summary only. Only limited summary data is available for this year.$3.40$0.00$3.40$0.22$0.26$0.04
2016Summary only. Only limited summary data is available for this year.$3.34$0.00$3.34$0.30$0.26$0.04
2015Summary only. Only limited summary data is available for this year.$3.30$0.00$3.30$0.26$0.31$0.05
2014Summary only. Only limited summary data is available for this year.$3.35$0.00$3.35$0.29$0.37$0.08
2013Summary only. Only limited summary data is available for this year.$3.42$0.00$3.42$0.25$0.34$0.09
2012Summary only. Only limited summary data is available for this year.$3.51$0.00$3.51$0.24$0.34$0.10
2011Summary only. Only limited summary data is available for this year.$3.61$0.00$3.61$0.33$0.25$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 22, 2025
Return Version
2024v5.1
Gross Receipts
$575,567
Mission and Program Overview

Mission

Grants are made according to Trust Agreement date December 19,1979. Keybank as Trustee, distributes net income as follows: 100% to Everson Museum of Art of Syracuse and Onondaga County. Keybank maintains a responsiveness to the needs and activities of the beneficiary organization in the attainment of its mission. The charity has a right to remove the Trustee, authority to direct or approve investments, authority to appoint Co-Trustees orc ommittee members and authority to withdraw principal.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$5,077,929$4,905,855▼ $172,074
Investments in Publicly Traded Securities$4,961,794$4,564,771▼ $397,023
Savings and Temporary Cash Investments$116,135$341,084▲ $224,949
Total Assets$5,077,929$4,905,855▼ $172,074
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,077,929$4,905,855▼ $172,074
Total Liabilities and Net Assets / Fund Balance$5,077,929$4,905,855▼ $172,074
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
-Co-Trustee$29,413$29,413

Board Members and Trustees

NameTitle
Jessica DanialCo-Trustee
S Sterling Mcmillan IiiCo-Trustee
Ryan McdermottTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$179,178
Other Revenue
$0
Change in Net Assets
$-171,442
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$316,506
Salaries, Compensation, and Employee Benefits$29,414
Other Expenses$4,700
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$316,506--$316,506
Current Officers, Directors, Trustees, and Key Employees-$29,414-$29,414
All Other Expenses-$3,650-$3,650
Fees for Services Accounting-$1,050-$1,050
Total Functional Expenses$316,506$34,114$0$350,620
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Everson Museum of ArtSyracuse, NY170(b)(1)(A)Grants made to Everson Museum Endow Fd. for operating expenses or additions to its own endowment fund.$316,506
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A

“Keybank is co trustee with jessica danial, co-trustee, and s. Sterling mcmillan ii, co-trustee”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“All returns are prepared and thoroughly reviewed by our tax vendor and/or internal professional tax department.”

Explanation for Form 990, Page 6, Part VI, Line 9

“(1)S. Sterline McMillan III,Co-Trustee can be reached at:Chardon Township 8585 Hermitage Rd, Painesville, Oh 44077. (2) Jessica Danial, Co-Trustee can be reached at: 3285 E Lake Rd, Skaneateles, NY 13152; Ryan McDermott, Treasurer can be reached at: 101 South Salina Street, 8th Floor. Syracuse, NY 13202”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request by mail or by phone and delivered within two weeks of the request.”

Filing and Contact Details

Filer

Filer Name
Everson Museum Foundation
EIN
22-2291345
Phone
2166890416
Address
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144

Signing Officer

Name
Keybank by Joseph Velkos
Title
Vice President
Phone
2166890416
Signed
2025-04-22
Discuss with paid preparer
Yes

Organization Details

Formed
1979
Legal Domicile
Ny
Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Supplemental Narrative

Additional Explanations

Part Vl, Sec. B, Line 12A

“No conflict of interest policy exists for the trust. Keybank N.A. has a corporate conflict of interest policy.”

Part Vl, Sec. B, Line 14

“The trust has no written document retention or destruction policy. Keybank N.A. has a corporate document retention and destruction policy”

Explanation for Form 990, Part XI, Line 9

“Py roc adjustment ($789), cost adjustment on uit sales $152, rounding $5”

Raw XML Appendix381 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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IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt05755899
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IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt05755899
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt097401
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt086338
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0223859
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0198435
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0223859
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0198435
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0316506
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EVERSON MUSEUM OF ART
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0316506
IRS990ScheduleA/TrustIntegralPartTestInd0X
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IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0316506
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170(b)(1)(A)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Grants made to Everson Museum Endow Fd. for operating expenses or additions to its own endowment fund.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EVERSON MUSEUM OF ART
IRS990ScheduleI/RecipientTable/RecipientEIN0150616499
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0401 HARRISON ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SYRACUSE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0132023019
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Grants are made to the 501(c)3 organization as specified in the trust document. Our administrative representatives are in periodic contact with representatives of the charity in order to be in compliancewith the trust provisions.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No conflict of interest policy exists for the trust. Keybank N.A. has a corporate conflict of interest policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The trust has no written document retention or destruction policy. Keybank N.A. has a corporate document retention and destruction policy
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2KEYBANK IS CO TRUSTEE WITH JESSICA DANIAL, CO-TRUSTEE, AND S. STERLING MCMILLAN II, CO-TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5All returns are prepared and thoroughly reviewed by our tax vendor and/or internal professional tax department.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6(1)S. Sterline McMillan III,Co-Trustee can be reached at:Chardon Township 8585 Hermitage Rd, Painesville, Oh 44077. (2) Jessica Danial, Co-Trustee can be reached at: 3285 E Lake Rd, Skaneateles, NY 13152; Ryan McDermott, Treasurer can be reached at: 101 South Salina Street, 8th Floor. Syracuse, NY 13202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Documents are available upon request by mail or by phone and delivered within two weeks of the request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PY ROC ADJUSTMENT ($789), COST ADJUSTMENT ON UIT SALES $152, ROUNDING $5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part Vl, Sec. B, Line 12a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part Vl, Sec. B, Line 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05077929
IRS990/TotalAssetsEOYAmt04905855
IRS990/TotalAssetsGrp/BOYAmt05077929
IRS990/TotalAssetsGrp/EOYAmt04905855
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt034114
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0316506
IRS990/TotalFunctionalExpensesGrp/TotalAmt0350620
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05077929
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04905855
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0316506
IRS990/TotalReportableCompFromOrgAmt029413
IRS990/TotalRevenueGrp/ExclusionAmt0179178
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0179178
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05077929
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04905855
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEYBANK BY JOSEPH VELKOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02166890416
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EVERSON MUSEUM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0222291345
ReturnHeader/Filer/PhoneNum02166890416
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/PreparationDt02025-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-08T10:01:26-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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