Civic Intelligence

Kelso John B #3 Ta

990PF • Fiscal year 2020 • EIN 34-6506391

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 20, 2021

Organization Profile
Keybank 4900 Tiedeman Rd Oh-01-4Brooklyn, OH 44144

(216) 689-7663

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

31st percentile

-7.0%

Higher net margin than 31% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

57th percentile

$3,095

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

37th percentile

-0.4%

Faster asset growth than 37% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

19th percentile

-33%

Faster revenue growth than 19% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$835,438

Down $3,392 (-0.4%) from 2019

Net Assets

Down

$835,438

Down $3,392 (-0.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin31st percentile

Revenue

Down

$48,806

Down $24,454 (-33%) from 2019

Expenses

Down

$52,201

Down $7,164 (-12%) from 2019

Net Income

Down

-$3,395

Down $17,290 (-124%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$1.0M$500K$0Assets 2019: $838,830Liabilities 2019: $0Net Assets 2019: $838,8302019Assets 2020: $835,438Liabilities 2020: $0Net Assets 2020: $835,4382020Assets 2021: $897,165Liabilities 2021: $0Net Assets 2021: $897,1652021Assets 2022: $833,206Liabilities 2022: $0Net Assets 2022: $833,2062022Assets 2023: $797,441Liabilities 2023: $0Net Assets 2023: $797,4412023Assets 2024: $837,538Liabilities 2024: $0Net Assets 2024: $837,5382024

Highlighted filing

2020

Assets$835,438
Liabilities$0
Net Assets$835,438
Open 2020 Filing

Operations Trend

Revenue Growth19th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2019: $73,260Expenses 2019: $59,365Net Income 2019: $13,8952019Revenue 2020: $48,806Expenses 2020: $52,201Net Income 2020: -$3,3952020Revenue 2021: $116,908Expenses 2021: $66,054Net Income 2021: $50,8542021Revenue 2022: -$3,271Expenses 2022: $60,688Net Income 2022: -$63,9592022Revenue 2023: $11,657Expenses 2023: $47,422Net Income 2023: -$35,7652023Revenue 2024: $87,901Expenses 2024: $47,803Net Income 2024: $40,0982024

Highlighted filing

2020

Revenue$48,806
Expenses$52,201
Net Income-$3,395
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 20, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEYBANK NATIONAL ASSOCIATIONTrustee-$3,095-$3,095
Filing and Contact Details

Filer

Filer Name
KELSO JOHN B #3 TA
EIN
34-6506391
Phone
2166897663
Address
KEYBANK 4900 TIEDEMAN RD OH-01-4, BROOKLYN, OH 44144

Signing Officer

Name
Keybank Byp S Chmura
Title
Vice President
Phone
2166897663
Signed
2021-04-20
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
1850 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Raw XML Appendix312 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/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/AppliedToCurrentYearAmt042237
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt042237
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09980
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05301
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04145
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09035
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07214
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07214
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt035295
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06834
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09980
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05301
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04145
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09035
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt049071
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06834
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt042509
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt035675
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING/TAXES PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
TaxesSchedule/TaxesDetail/Amt0148
TaxesSchedule/TaxesDetail/Amt1661
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/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEYBANK BYP S CHMURA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02166897663
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KELSO JOHN B #3 TA
ReturnHeader/Filer/BusinessNameControlTxt0KELS
ReturnHeader/Filer/EIN0346506391
ReturnHeader/Filer/PhoneNum02166897663
ReturnHeader/Filer/USAddress/AddressLine1Txt0KEYBANK 4900 TIEDEMAN RD OH-01-4
ReturnHeader/Filer/USAddress/CityNm0BROOKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044144
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/PreparationDt02021-04-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-03T16:00:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$835,438
Liabilities
$0
Net assets
$835,438
Revenue
$48,806
Expenses
$52,201
Net income
-$3,395
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.38$0.00$8.38$0.88$0.48$0.40
2023Detailed filing. Detailed filing data is available for this year.$7.97$0.00$7.97$0.12$0.47$0.36
2022Detailed filing. Detailed filing data is available for this year.$8.33$0.00$8.33$0.03$0.61$0.64
2021Detailed filing. Detailed filing data is available for this year.$8.97$0.00$8.97$1.17$0.66$0.51
2020Detailed filing. Detailed filing data is available for this year.$8.35$0.00$8.35$0.49$0.52$0.03
2019Detailed filing. Detailed filing data is available for this year.$8.39$0.00$8.39$0.73$0.59$0.14