Civic Intelligence

Canfield Nellie H Ta

EIN 34-6506766 • 501(c)3

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

89th percentile

48%

Higher net margin than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$201

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

62nd percentile

5.2%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

647%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

$297,201

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$297,201

No earlier filing loaded for comparison.

Revenue

$16,679

No earlier filing loaded for comparison.

Expenses

$15,688

No earlier filing loaded for comparison.

Net Income

$991

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2020: $297,201Liabilities 2020: $0Net Assets 2020: $297,2012020

Highlighted filing

2020

Assets$297,201
Liabilities$0
Net Assets$297,201

Operations Trend

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

$20K$15K$10K$5.0K$0Revenue 2020: $16,679Expenses 2020: $15,688Net Income 2020: $9912020

Highlighted filing

2020

Revenue$16,679
Expenses$15,688
Net Income$991

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 19, 2021
Return Version
2020v4.0
Gross Receipts
$26,893
Mission and Program Overview

Mission

In compliance with the trust agreement dated june 8, 1921, keybank as trustee makes grants to university hospital to defray or help defray the expense of female teachers who are ill.

In compliance with the trust agreement dated june 8, 1921, keybank as trustee makes distributions to the university hospital of cleveland ,university hospital will receive the net income from this trust . Thenet income is to be used to defray or help to defray the expenses of female teachers who are ill. Under the ohio institutional trust funds act of 1999, the beneficiaries have chosen to receive the maximum of income based onthe greater of 5% of afv or traditional income. Keybank maintains a responsiveness to the needs and activities of each beneficiary organization in the attainment of its mission.

Program Services

DescriptionGrantsExpenses
GRANTS MADE TO UNIVERSITY HOSPITALS CLEVELAND-OHIO USED IN DEFRAYING OR HELPING TO DEFRAY THE EXPENSE OF FEMALE TEACHERS WHO ARE ILL$15,118$15,118
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$20-$20
Governance and Compliance

Governance Explanations

Part VI Line 12 A

No conflict of interest policy exists for the trust. Keybank n.a. Has a corporate conflict of interest policy

Part VI Line 14

The trust has no written document retention or destructive policy. Key bank 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 all decisio ns with respect to the operation and administration of the trust

Part VI Line 11-Descritpition of Procerss of Review

All returns are thoroughly prepared and reviewed by our internal professional tax department

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

Keybank is sole trustee of this trust

Form 990, Page 6, Part VI, Line 11-description of Process for Review

All returns are thoroughly prepared and reviewed by our internal professional tax department

Form 990, Page 6, Part VI, Line 19

Documents are available upon request by mail or by phone and are mailed within 2 weeks of the request

Filing and Contact Details

Filer

Filer Name
Canfield Nellie H Ta
EIN
34-6506766
Phone
2166897663
Address
KEYBANK 4900 TIEDEMAN RD OH-01-49, BROOKLYN, OH 44144

Signing Officer

Name
Keybank Byp S Chmura
Title
Vice President
Phone
2166897663
Signed
2021-04-19
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
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

UNIVERSITY HOSPITALS 11100 EUCLID AVE CLEVELAND OH 44106 15118 SUPPORT UNIV HOSPITALS none

Form 990-EZ, Part I, Line 16

Other Allocable Expense-Principal 100

Raw XML Appendix231 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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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 509(a)3 status.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1KEYBANK, AS TRUSTEE, WELCOMES THE INPUT OF THE CHARITABLE BENEFICIARIES AS TO INVESTMENTS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2KEYBANK AS TRUSTEE, MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH UNIVERSITY HOSPITAL. THE SUPPORTED ORGANIZATION MAINTAINS A SIGNIFICANT VOICE AS THEY HAVE THE RIGHT TO REMOVE THE TRUSTEE AND REPLACE WITH AOTHER CORPORATE TRSTEE. TRUSTEE HAS THE AUTHORITY TO AMEND THE DOCUMENT TO INSURE THE CONTINUATION OF 509(a) 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3STATUS. THE SUPPORTED ORGANIZATION RECEIVE PERIODIC STATEMENTS REFLECTING ALL ACTIVITY IN THE TRUST REGARDING INCOME, EXPENSES, AND INVESTMENTS. KEYBANK WELCOMES THE INPUT OF THE SUPPORTED ORGANIZATIONS AS TO INVESTMENTS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0LINE 2
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3LINE 8 CONTINUED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO CONFLICT OF INTEREST POLICY EXISTS FOR THE TRUST. KEYBANK N.A. HAS A CORPORATE CONFLICT OF INTEREST POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUST HAS NO WRITTEN DOCUMENT RETENTION OR DESTRUCTIVE POLICY. KEY BANK N.A. HAS A CORPORATE DOCUMENT RETENTION AND DESTRUCTION POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2KEYBANK IS SOLE TRUSTEE, IS COMPENSATED AS SUCH, AND MAKES ALL DECISIO NS WITH RESPECT TO THE OPERATION AND ADMINISTRATION OF THE TRUST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL RETURNS ARE THOROUGHLY PREPARED AND REVIEWED BY OUR INTERNAL PROFESSIONAL TAX DEPARTMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4KEYBANK IS SOLE TRUSTEE OF THIS TRUST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL RETURNS ARE THOROUGHLY PREPARED AND REVIEWED BY OUR INTERNAL PROFESSIONAL TAX DEPARTMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS ARE AVAILABLE UPON REQUEST BY MAIL OR BY PHONE AND ARE MAILED WITHIN 2 WEEKS OF THE REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UNIVERSITY HOSPITALS 11100 EUCLID AVE CLEVELAND OH 44106 15118 SUPPORT UNIV HOSPITALS none
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Other Allocable Expense-Principal 100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI Line 12 A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI Line 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI Line 15 A and B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VI Line 11-Descritpition of Procerss of Review
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02166897663
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CANFIELD NELLIE H TA
ReturnHeader/Filer/BusinessNameControlTxt0CANF
ReturnHeader/Filer/EIN0346506766
ReturnHeader/Filer/PhoneNum02166897663
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085004
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-03T16:00:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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