Herman J Albrecht Library Ima

EIN 30-0377654 • Cleveland, OH

600 Superior Ave E 1701Cleveland, OH 44114-2614

Siviq Scores

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

0.00x

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

$10M-$25M nonprofits • Source year 2024

0.00x

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

$10M-$25M nonprofits • Source year 2024

72%

Higher net margin than 93% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

$15,000

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

2.9%

Faster asset growth than 46% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

223%

Faster revenue growth than 94% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets19th percentile

Assets

$14,892,457

Up $412,700 (+2.9%) from 2023

Liabilities

Flat

Flat from 2023

Net Assets

$14,892,457

Up $412,700 (+2.9%) from 2023

Operations

Liabilities / Revenue20th percentile Net Margin93rd percentile

Revenue

$554,333

Up $382,723 (+223%) from 2023

Expenses

Down

$155,795

Down $377,366 (-71%) from 2023

Net Income

$398,538

Up $760,089 (+210%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

Highlighted filing

2024

Assets$14,892,457

Liabilities$0

Net Assets$14,892,457

Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

Highlighted filing

2024

Revenue$554,333

Expenses$155,795

Net Income$398,538

Open 2024 Filing

Filings

Most recent year

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

Open filing

Assets: $14,892,457
Liabilities: $0
Net assets: $14,892,457
Revenue: $554,333
Expenses: $155,795
Net income: $398,538

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$14.9	$0.00	$14.9	$0.55	$0.16	$0.40
2023Detailed filing. Detailed filing data is available for this year.	$14.5	$0.00	$14.5	$0.17	$0.53	$0.36
2022Detailed filing. Detailed filing data is available for this year.	$14.5	$0.00	$14.5	$0.23	$0.61	$0.38
2021Detailed filing. Detailed filing data is available for this year.	$14.5	$0.00	$14.5	$0.77	$0.56	$0.22
2020Detailed filing. Detailed filing data is available for this year.	$14.0	$0.00	$14.0	$2.22	$0.64	$1.58

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: May 14, 2025
Return Version: 2024v5.1

Compensation and Service Providers

Top Officer Pay27th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ROGER SHUMAKER	Director	-	$15,000	-	$15,000
DARWIN STAPLETON	Vice President	-	$15,000	-	$15,000
CHRISTOPHER GEISS	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Herman J Albrecht Library Ima
EIN: 30-0377654
Phone: 2163822000
Address: 600 SUPERIOR AVE E 1701, CLEVELAND, OH 44114-2614

Signing Officer

Name: Christopher J Geiss
Title: President
Phone: 2163822000
Signed: 2025-05-14
Discuss with paid preparer: Yes

Preparer

Firm: Western Reserve Trust Company
Address: 600 SUPERIOR AVE E STE 1701, CLEVELAND, OH 44114-2614
Preparer: Dominic M Fragapane
Phone: 2163822000

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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/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	0
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	WESTERN RESERVE TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	600 SUPERIOR AVE E STE 1701
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	CLEVELAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	441142614
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2163822000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	ACQUISITION OF HISTORICAL ARCHITECTURE BOOKS WHICH ARE HELD BY THE OHIO STATE UNIVERSITY FOR THE ALBRECHT LIBRARY
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	468239
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	38758
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	LIBRARY BOOKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	HERMAN J ALBRECHT LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	600 SUPERIOR AVE E STE 1701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	441142614
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	38758
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	276390
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	202218
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	528207
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	478608
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	251817
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	202218
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	4605007
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	LIBRARY BOOKS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	5034488
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	5034488
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	OHIO FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	ADMINISTRATIVE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	IT - WEBSITE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	200
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	1200
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	8969
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	1200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	8969
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	5768
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	FEDERAL TAX OVERPAYMENT
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	5768
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	14162
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	BOOK TO TAX ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	30000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	40000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	WESTERN RESERVE TRUST COMPANY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	30000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	40000
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	0
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	1	0
TaxesSchedule/TaxesDetail/Amt	0	900
TaxesSchedule/TaxesDetail/Amt	1	5768
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	900
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	CHRISTOPHER J GEISS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2163822000
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	HERMAN J ALBRECHT LIBRARY IMA
ReturnHeader/Filer/BusinessNameControlTxt	0	HERM
ReturnHeader/Filer/EIN	0	300377654
ReturnHeader/Filer/PhoneNum	0	2163822000
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	600 SUPERIOR AVE E 1701
ReturnHeader/Filer/USAddress/CityNm	0	CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OH
ReturnHeader/Filer/USAddress/ZIPCd	0	441142614
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	1
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	824393325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	WESTERN RESERVE TRUST COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	600 SUPERIOR AVE E STE 1701
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	441142614
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2163822000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DOMINIC M FRAGAPANE
ReturnHeader/ReturnTs	0	2025-05-14T13:16:14-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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