Civic Intelligence

Western Reserve Association No 1 Trust

EIN 34-0733135 • 4947(a)1 • Brooklyn, OH

Profile

The trust distributes net income in support of the purpose of the organization now known as the Western Reserve Association, successor of the Congregational Union of Cleveland, formerly known as the Congregational City Missionary Society of Cleveland, to comply with the Last Will and Testament of H. Clark Ford dated March 12, 1912.

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

90th percentile

0.00x

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

4947(a)1 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

0.00x

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

4947(a)1 • <$500k nonprofits • Source year 2024

Net Margin

26th percentile

-35%

Higher net margin than 26% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Source year 2024

Top Officer Pay

76th percentile

$3,986

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 25.4% of source-year revenue.

4947(a)1 • <$500k nonprofits • Source year 2024

Asset Growth

41st percentile

-1.4%

Faster asset growth than 41% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

114%

Faster revenue growth than 83% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$382,967

Down $5,490 (-1.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$382,967

Down $5,490 (-1.4%) from 2023

Operations
Liabilities / Revenue92nd percentileNet Margin26th percentile

Revenue

Up

$15,680

Up $8,343 (+114%) from 2023

Expenses

Down

$21,170

Down $667 (-3.1%) from 2023

Net Income

Up

-$5,490

Up $9,010 (+62%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$600K$400K$200K$0Assets 2021: $417,762Liabilities 2021: $0Net Assets 2021: $417,7622021Assets 2022: $402,959Liabilities 2022: $0Net Assets 2022: $402,9592022Assets 2023: $388,457Liabilities 2023: $0Net Assets 2023: $388,4572023Assets 2024: $382,967Liabilities 2024: $0Net Assets 2024: $382,9672024

Highlighted filing

2024

Assets$382,967
Liabilities$0
Net Assets$382,967
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

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

$150K$100K$50K$0-$50KRevenue 2021: $138,669Expenses 2021: $22,507Net Income 2021: $116,1622021Revenue 2022: $10,688Expenses 2022: $25,491Net Income 2022: -$14,8032022Revenue 2023: $7,337Expenses 2023: $21,837Net Income 2023: -$14,5002023Revenue 2024: $15,680Expenses 2024: $21,170Net Income 2024: -$5,4902024

Highlighted filing

2024

Revenue$15,680
Expenses$21,170
Net Income-$5,490
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$382,967
Liabilities
$0
Net assets
$382,967
Revenue
$15,680
Expenses
$21,170
Net income
-$5,490
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.16$0.21$0.05
2023Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.07$0.22$0.15
2022Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.11$0.25$0.15
2021Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$1.39$0.23$1.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 18, 2025
Return Version
2024v5.1
Gross Receipts
$15,680
Mission and Program Overview

Mission

The trust distributes net income in support of the purpose of the organization now known as the Western Reserve Association, successor of the Congregational Union of Cleveland, formerly known as the Congregational City Missionary Society of Cleveland, to comply with the Last Will and Testament of H. Clark Ford dated March 12, 1912.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$388,457$382,967▼ $5,490
Investments in Publicly Traded Securities$370,591$370,591→ $0
Savings and Temporary Cash Investments$17,866$12,376▼ $5,490
Total Assets$388,457$382,967▼ $5,490
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$388,457$382,967▼ $5,490
Total Liabilities and Net Assets / Fund Balance$388,457$382,967▼ $5,490
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleBaseTotal
-Trustee$3,986$3,986
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$15,680
Other Revenue
$0
Change in Net Assets
$-5,490
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$16,832
Salaries, Compensation, and Employee Benefits$3,986
Other Expenses$352
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$16,832--$16,832
Current Officers, Directors, Trustees, and Key Employees-$3,986-$3,986
All Other Expenses-$352-$352
Total Functional Expenses$16,832$4,338$0$21,170
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Western Reserve AssociationCuyahoga Falls, OH170(b)(1)(A)(i)Coordinate services of the local churches in connection with the national organization.$16,832
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
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

Part VI, Line 14

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

Part VI, Line 15 A and B

“Keybank is sole Trustee, is compensated as such, and makes al ldecisions with respect to the operation and administration of the trust.”

Part VI,Line 12A

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

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

“KeyBank is Sole Trustee.”

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.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request by mail or by phone and delivered within 2 weeks of the request.”

Filing and Contact Details

Filer

Filer Name
Western Reserve Association No 1 Trust
EIN
34-0733135
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
2025-04-18
Discuss with paid preparer
Yes

Organization Details

Formed
1915
Legal Domicile
Oh
Voting Board Members
1
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
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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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0KeyBank representatives have completed an extensive internal review of supporting organization accounts. This was done in concert with in house counsel and individual determinations were made with respect to the relationships. The beneficiaries have the right to remove the trustee and the trustee has the right to amend the trust to insure continuation of 509a3 status.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1KeyBank, as, Trustee, welcomes the input of Western Reserve Association as to investments.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2KeyBank, as, Trustee, maintains a close and continous working relationship with the Western Reserve Association. The supported organization maintains a significant voice as they have the right to remove the trustee and replace with another corporate trustee. The trustee has the authorty to amend the document to insure the continuation of 509a3 status.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3The supported organization receives periodic statements reflecting all activity in the trust regarding income, expenses,and investments. KeyBank welcomes the input of the supported organization as to investments.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART IV, Section D, Line 8, continued
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IRS990ScheduleI/RecipientTable/CashGrantAmt016832
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170(b)(1)(A)(i)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Coordinate services of the local churches in connection with the national organization.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WESTERN RESERVE ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientEIN0340929850
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0960 PORTAGE TRL
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CUYAHOGA FALLS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0442213048
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Grants are made to 501(c)3 organization that are named in the trust document. Our administrative representatives are in periodic contact with representatives of the charities in order to be in compliance with the trust provisions.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The trust has no written document retention or destruction policy.Keybank N A has a corporate document retention and destruction policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Keybank is sole Trustee, is compensated as such, and makes al ldecisions with respect to the operation and administration of the trust.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No conflict of interest policy exists for the trust. KeyBank N A has a corporate conflict of interest policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3KeyBank is Sole Trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL RETURNS ARE PREPARED AND THOROUGHLY REVIEWED BY OUR TAX VENDOR AND/OR INTERNAL PROFESSIONAL TAX DEPARTMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Documents are available upon request by mail or by phone and delivered within 2 weeks of the request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI, Line 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI, Line 15 a and b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI,Line 12a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Western Reserve Association
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0340929850
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Religious
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(b)(1)(A)(i)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0960 Portage Trail
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Cuyahoga Falls
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd044221
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0388457
IRS990/TotalAssetsEOYAmt0382967
IRS990/TotalAssetsGrp/BOYAmt0388457
IRS990/TotalAssetsGrp/EOYAmt0382967
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04338
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt016832
IRS990/TotalFunctionalExpensesGrp/TotalAmt021170
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0388457
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0382967
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt016832
IRS990/TotalReportableCompFromOrgAmt03986
IRS990/TotalRevenueGrp/ExclusionAmt015680
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt015680
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0388457
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0382967
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
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/SignatureDt02025-04-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTERN RESERVE ASSOCIATION NO 1 TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0340733135
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/PreparationDt02025-04-18
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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