Civic Intelligence

Carlos E Wakefield & Beatrice E Wakefield Scholarship Fund

990PF • Fiscal year 2023 • EIN 22-2929235

Sep 01, 2022 to Aug 31, 2023 • Filed on Dec 18, 2023

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

(518) 257-8758

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

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

100th percentile

1675%

Higher net margin than 100% of similar nonprofits.

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

Top Officer Pay

63rd percentile

$8,338

Higher top officer pay than 63% of similar nonprofits.

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

Asset Growth

21st percentile

-7.0%

Faster asset growth than 21% 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

Assets

Down

$772,721

Down $58,595 (-7.0%) from 2022

Net Assets

Down

$772,721

Down $58,595 (-7.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

-$3,499

Down $42,923 (-109%) from 2022

Expenses

Up

$55,099

Up $20,940 (+61%) from 2022

Net Income

Down

-$58,598

Down $63,863 (-1213%) from 2022

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2012: $703,524Liabilities 2012: $02012Assets 2013: $664,562Liabilities 2013: $02013Assets 2014: $653,117Liabilities 2014: $02014Assets 2015: $640,952Liabilities 2015: $02015Assets 2020: $673,260Liabilities 2020: $0Net Assets 2020: $673,2602020Assets 2021: $826,058Liabilities 2021: $0Net Assets 2021: $826,0582021Assets 2022: $831,316Liabilities 2022: $0Net Assets 2022: $831,3162022Assets 2023: $772,721Liabilities 2023: $0Net Assets 2023: $772,7212023Assets 2024: $788,759Liabilities 2024: $0Net Assets 2024: $788,7592024Assets 2025: $755,458Liabilities 2025: $0Net Assets 2025: $755,4582025

Highlighted filing

2023

Assets$772,721
Liabilities$0
Net Assets$772,721

Operations Trend

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

$200K$100K$0-$100KRevenue 2012: $36,998Expenses 2012: $9,932Net Income 2012: $27,0662012Revenue 2013: $56,389Expenses 2013: $95,351Net Income 2013: -$38,9622013Revenue 2014: $20,181Expenses 2014: $31,625Net Income 2014: -$11,4442014Revenue 2015: $34,442Expenses 2015: $46,607Net Income 2015: -$12,1652015Revenue 2020: $22,449Expenses 2020: $36,255Net Income 2020: -$13,8062020Revenue 2021: $198,997Expenses 2021: $46,198Net Income 2021: $152,7992021Revenue 2022: $39,424Expenses 2022: $34,159Net Income 2022: $5,2652022Revenue 2023: -$3,499Expenses 2023: $55,099Net Income 2023: -$58,5982023Revenue 2024: $50,401Expenses 2024: $34,365Net Income 2024: $16,0362024Revenue 2025: $20,873Expenses 2025: $56,607Net Income 2025: -$35,7342025

Highlighted filing

2023

Revenue-$3,499
Expenses$55,099
Net Income-$58,598
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Dec 18, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEYBANK NATrustee-$8,338-$8,338
Filing and Contact Details

Filer

Filer Name
Carlos E Wakefield - Beatrice E Wakefield
EIN
22-2929235
Phone
5182578758
Address
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144

Signing Officer

Name
Keybank Byp S Chmura
Title
Vice President
Phone
5182578758
Signed
2023-12-18
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 Appendix366 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42800
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF MAINE ORONO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UNIVERSITY OF MAINE AT ORONO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4EMPIRE BEAUTY SCHOOL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2168 COLLEGE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3168 COLLEGE AVE
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt034106
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08349
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt048845
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08349
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06390
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER NON-ALLOCABLE EXPENSE -
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt011
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt011
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03
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/PhoneNum05182578758
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARLOS E WAKEFIELD - BEATRICE E WAKEFIELD
ReturnHeader/Filer/BusinessNameControlTxt0WAKE
ReturnHeader/Filer/EIN0222929235
ReturnHeader/Filer/PhoneNum05182578758
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/PreparationDt02023-12-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-01-15T13:00:42-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

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