Civic Intelligence

John Edward & Ida Grove Bicknell Memorial Fund Helen G Bicknell

990PF • Fiscal year 2019 • EIN 34-1312815

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 10, 2020

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

(216) 689-7663

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.00x

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

13th percentile

0.00x

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

81st percentile

30%

Higher net margin than 81% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

53rd percentile

$226,354

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2019 filings • $25M-$50M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets14th percentile

Assets

$36,464,717

No earlier filing loaded for comparison.

Net Assets

$36,464,717

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin81st percentile

Revenue

$3,192,299

No earlier filing loaded for comparison.

Expenses

$2,226,955

No earlier filing loaded for comparison.

Net Income

$965,344

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.

$40M$30M$20M$10M$0Assets 2019: $36,464,717Liabilities 2019: $0Net Assets 2019: $36,464,7172019Assets 2020: $36,177,169Liabilities 2020: $0Net Assets 2020: $36,177,1692020Assets 2021: $39,367,125Liabilities 2021: $0Net Assets 2021: $39,367,1252021Assets 2022: $36,767,137Liabilities 2022: $0Net Assets 2022: $36,767,1372022Assets 2023: $34,998,707Liabilities 2023: $0Net Assets 2023: $34,998,7072023Assets 2024: $36,639,858Liabilities 2024: $0Net Assets 2024: $36,639,8582024

Highlighted filing

2019

Assets$36,464,717
Liabilities$0
Net Assets$36,464,717
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2019: $3,192,299Expenses 2019: $2,226,955Net Income 2019: $965,3442019Revenue 2020: $1,759,713Expenses 2020: $2,047,457Net Income 2020: -$287,7442020Revenue 2021: $5,022,232Expenses 2021: $2,192,384Net Income 2021: $2,829,8482021Revenue 2022: $220,608Expenses 2022: $2,457,879Net Income 2022: -$2,237,2712022Revenue 2023: $287,492Expenses 2023: $2,031,433Net Income 2023: -$1,743,9412023Revenue 2024: $3,846,578Expenses 2024: $2,031,321Net Income 2024: $1,815,2572024

Highlighted filing

2019

Revenue$3,192,299
Expenses$2,226,955
Net Income$965,344
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEYBANK N ATrusteePT$226,354-$226,354
Filing and Contact Details

Filer

Filer Name
Bicknell Memorial Fund Tw 20-0933500
EIN
34-1312815
Phone
2166897663
Address
KEYBANK 4900 TIEDEMAN RD OH-01-49-, BROOKLYN, OH 44144-2302

Signing Officer

Name
Keybank Byp S Chmura
Title
SVP
Phone
2166897663
Signed
2020-11-10

Preparer

Firm
Pricewaterhousecoopers Llp
Address
1850 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Raw XML Appendix341 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SEE ATTACHED HOLDINGS REPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01920199
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SURGERY RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HOSPITAL FOR SPECIAL SURGERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0535 E 70TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010021
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01920199
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01787561
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01787561
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt044785
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0155891
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01020457
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt059133
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt059133
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01411559
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0190426
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt044785
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0155891
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01020457
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01977987
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0190426
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01470692
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01280266
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03199
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1152994
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0OTHER BASIS ADJUSTMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1GLASFUNDS SPC ADJUST TAX LOT COST BASIS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PRIVATE ADVISORS COINVESTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OAG FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05245
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05245
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1200
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PRIVATE ADVISORS COINVESTMENT FUND III L
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt097784
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0160486
TaxesSchedule/TaxesDetail/Amt043797
TaxesSchedule/TaxesDetail/Amt130160
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/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KEYBANK BYP S CHMURA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP
ReturnHeader/BusinessOfficerGrp/PhoneNum02166897663
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BICKNELL MEMORIAL FUND TW 20-0933500
ReturnHeader/Filer/BusinessNameControlTxt0BICK
ReturnHeader/Filer/EIN0341312815
ReturnHeader/Filer/PhoneNum02166897663
ReturnHeader/Filer/USAddress/AddressLine1Txt0KEYBANK 4900 TIEDEMAN RD OH-01-49-
ReturnHeader/Filer/USAddress/CityNm0BROOKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0441442302
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01B901CE24A9B4EA2E379CA20352E899205594BF4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0855799C941E4DFC50B5F1D4900156296D5AC4B0B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.42.86
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01850 N CENTRAL AVE STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085004
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-12T11:00:24-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,464,717
Liabilities
$0
Net assets
$36,464,717
Revenue
$3,192,299
Expenses
$2,226,955
Net income
$965,344
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$36.6$0.00$36.6$3.85$2.03$1.82
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.0$0.00$35.0$0.29$2.03$1.74
2022Detailed filing. Detailed filing data is available for this year.$36.8$0.00$36.8$0.22$2.46$2.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.4$0.00$39.4$5.02$2.19$2.83
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.2$0.00$36.2$1.76$2.05$0.29
2019Detailed filing. Detailed filing data is available for this year.$36.5$0.00$36.5$3.19$2.23$0.97