Civic Intelligence

Lucille M Potter Charitable Fund

990PF • Fiscal year 2020 • EIN 31-6630121

Feb 01, 2019 to Jan 31, 2020 • Filed on Jun 18, 2020

Organization Profile
Keybank 4900 Tiedeman Rd Oh-01-49Brooklyn, OH 44144-2302

(866) 238-8650

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

17th percentile

-43%

Higher net margin than 17% of similar nonprofits.

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

Top Officer Pay

81st percentile

$4,396

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 24.7% of source-year revenue.

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

$328,840

No earlier filing loaded for comparison.

Net Assets

$328,840

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin17th percentile

Revenue

$17,817

No earlier filing loaded for comparison.

Expenses

$25,439

No earlier filing loaded for comparison.

Net Income

-$7,622

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2020: $328,840Liabilities 2020: $0Net Assets 2020: $328,8402020Assets 2021: $321,303Liabilities 2021: $0Net Assets 2021: $321,3032021Assets 2022: $320,615Liabilities 2022: $0Net Assets 2022: $320,6152022Assets 2023: $308,380Liabilities 2023: $0Net Assets 2023: $308,3802023Assets 2024: $299,769Liabilities 2024: $0Net Assets 2024: $299,7692024Assets 2025: $294,243Liabilities 2025: $0Net Assets 2025: $294,2432025

Highlighted filing

2020

Assets$328,840
Liabilities$0
Net Assets$328,840
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30K$20K$10K$0-$10K-$20KRevenue 2020: $17,817Expenses 2020: $25,439Net Income 2020: -$7,6222020Revenue 2021: $17,276Expenses 2021: $24,813Net Income 2021: -$7,5372021Revenue 2022: $24,584Expenses 2022: $25,272Net Income 2022: -$6882022Revenue 2023: $12,761Expenses 2023: $24,997Net Income 2023: -$12,2362023Revenue 2024: $15,892Expenses 2024: $24,503Net Income 2024: -$8,6112024Revenue 2025: $20,459Expenses 2025: $25,973Net Income 2025: -$5,5142025

Highlighted filing

2020

Revenue$17,817
Expenses$25,439
Net Income-$7,622
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2019 to Jan 31, 2020
Signed
Jun 18, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEYBANK NATIONAL ASSOCIATIONTrustee-$4,396-$4,396
Filing and Contact Details

Filer

Filer Name
Potter Lucille M Pfdn 10-0481160
EIN
31-6630121
Phone
8662388650
Address
KEYBANK 4900 TIEDEMAN RD OH-01-49, BROOKLYN, OH 44144-2302

Signing Officer

Name
Keybank Byp S Chmura
Title
SVP
Phone
8662388650
Signed
2020-06-18
Raw XML Appendix294 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/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017880
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06011
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010453
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010707
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010642
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt09476
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt09476
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt041432
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03619
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06011
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010453
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt010707
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010642
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021499
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03619
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt050908
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt047289
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
TaxesSchedule/TaxesDetail/Amt0323
TaxesSchedule/TaxesDetail/Amt1320
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KEYBANK BYP S CHMURA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP
ReturnHeader/BusinessOfficerGrp/PhoneNum08662388650
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POTTER LUCILLE M PFDN 10-0481160
ReturnHeader/Filer/BusinessNameControlTxt0POTT
ReturnHeader/Filer/EIN0316630121
ReturnHeader/Filer/PhoneNum08662388650
ReturnHeader/Filer/USAddress/AddressLine1Txt0KEYBANK 4900 TIEDEMAN RD OH-01-49
ReturnHeader/Filer/USAddress/CityNm0BROOKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0441442302
ReturnHeader/ReturnTs02020-06-23T11:16:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-02-01
ReturnHeader/TaxPeriodEndDt02020-01-31
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
$328,840
Liabilities
$0
Net assets
$328,840
Revenue
$17,817
Expenses
$25,439
Net income
-$7,622
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.20$0.26$0.06
2024Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.16$0.25$0.09
2023Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.13$0.25$0.12
2022Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.25$0.25$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.17$0.25$0.08
2020Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.18$0.25$0.08