Civic Intelligence

Packard W D Fund a Ochr 20-0938960

990 • Fiscal year 2020 • EIN 34-6507930

Jan 01, 2020 to Dec 31, 2020 • Filed on May 07, 2021

Organization ProfileN/A
4900 Tiedeman Oh-01-49-0150Brooklyn, OH 44144

(216) 689-7663

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

7th percentile

0.00x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

91st percentile

53%

Higher net margin than 91% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$34,566

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 11.9% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

40th percentile

2.8%

Faster asset growth than 40% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

14th percentile

-30%

Faster revenue growth than 14% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$5,800,613

Up $155,567 (+2.8%) from 2019

Net Assets

Up

$5,800,613

Up $155,567 (+2.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin91st percentile

Revenue

Down

$291,580

Down $125,743 (-30%) from 2019

Expenses

Down

$136,016

Down $175,788 (-56%) from 2019

Net Income

Up

$155,564

Up $50,045 (+47%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2019: $5,645,046Liabilities 2019: $0Net Assets 2019: $5,645,0462019Assets 2020: $5,800,613Liabilities 2020: $0Net Assets 2020: $5,800,6132020Assets 2021: $6,285,138Liabilities 2021: $0Net Assets 2021: $6,285,1382021Assets 2023: $5,553,844Liabilities 2023: $0Net Assets 2023: $5,553,8442023Assets 2024: $5,902,257Liabilities 2024: $0Net Assets 2024: $5,902,2572024

Highlighted filing

2020

Assets$5,800,613
Liabilities$0
Net Assets$5,800,613
Open 2020 Filing

Operations Trend

Revenue Growth14th percentile

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

$1.0M$500K$0-$500KRevenue 2019: $417,323Expenses 2019: $311,804Net Income 2019: $105,5192019Revenue 2020: $291,580Expenses 2020: $136,016Net Income 2020: $155,5642020Revenue 2021: $682,337Expenses 2021: $197,811Net Income 2021: $484,5262021Revenue 2023: $74,163Expenses 2023: $376,380Net Income 2023: -$302,2172023Revenue 2024: $609,161Expenses 2024: $241,497Net Income 2024: $367,6642024

Highlighted filing

2020

Revenue$291,580
Expenses$136,016
Net Income$155,564
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 7, 2021
Return Version
2020v4.0
Gross Receipts
$550,154
Mission and Program Overview

Mission

Trust created in 1933, with Keybank as Trustee, to support the Warren Ohio Packard Music Hall and Band. Net income from the trust fund shall be used to establish and perpetually maintain a park band to be known as the "Packard Band", to provide for the organization and maintenance of a band which shall be a credit to the City of Warren ,and play for the edification and entertainment of the people of Warren, OH. Said band shall play not less than one free popular concert in each month. Under the Ohio Institutional Trust Funds Act of 1999, the beneficiaries have chosen to receive the maximum of income based on the greater of 5% of AFV or traditional income.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$5,645,046$5,800,613▲ $155,567
Cap Stk Tr Prin Current Funds-$5,800,613-
Rtn Earn Endowment Incm Other Fnds$5,645,046--
Total Assets$5,645,046$5,800,613▲ $155,567
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,645,046$5,800,613▲ $155,567
Total Liabilities and Net Assets / Fund Balance$5,645,046$5,800,613▲ $155,567

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$426,500--
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleBaseTotal
-Trustee$34,566$34,566
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$291,580
Other Revenue
$0
Change in Net Assets
$155,564
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$100,000
Salaries, Compensation, and Employee Benefits$34,566
Other Expenses$1,450
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$100,000--$100,000
Current Officers, Directors, Trustees, and Key Employees-$34,566-$34,566
Fees for Services Accounting-$1,000-$1,000
Fees for Service Investment Mgmnt Fees-$250-$250
All Other Expenses-$200-$200
Total Functional Expenses$100,000$36,016$0$136,016
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Packard BandCanfield, OH170(b)(1)(A)(vi)-$100,000
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

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

“KEYBANK IS SOLE TRUSTEE”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented.”

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.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

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

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
Packard W D Fund a Ochr
EIN
34-6507930
Phone
2166897663
Address
4900 TIEDEMAN OH-01-49-0150, BROOKLYN, OH 44144

Signing Officer

Name
Keybank Byp S Chmura
Title
Vice President
Phone
2166897663
Signed
2021-05-07
Discuss with paid preparer
Yes

Organization Details

Formed
1933
Legal Domicile
Oh
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Pricewaterhousecoopers Llp
Address
1850 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“ROUNDING”

Raw XML Appendix383 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/ExplanationTxt0Packard W.D. Fund Z OCHR is filing a 990 return due to the "reasonable cause exception" allowed by IRS. This exception applies based on the following:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt11. The failure was due to reasonable cause and not to willful neglect. KeyBank administers over 1,700 charitable trust accounts. KeyBank has a legal department, a non-profit administrative area, and 4 regional trust tax departments that interact with each other to meet compliance.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt22. The failure was unforseen and not anticipated. keyBank as trustee maintains a close and continuous working relationship with the beneficiaries. The under-distribution was discovered in preparing the 990 return.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3Keybank 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/ExplanationTxt4Keybank, as trustee, welcomes the input of the charitable beneficiaries as to investments
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5Keybank, as Trustee, maintains a close and continuous working relationship with Packard Music Hall and Band. 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 authority to amend the document to insure the continuation of 509(a)3 status. The supported organization receives
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt6periodic 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 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4Part IV, Section D Line 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc5Part V, Section D Line 8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc6Part V, Section D Line 8 (cont'd)
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IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1144419
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2245506
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3426500
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Charitable Multi Asset Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Charitable Income Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc2KT Short term Fund
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE NOT AWARDED. INCOME IS USED SOLELY FOR THE SUPPORT OF THE PACKARD BAND AND BAND HALL.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KEYBANK IS SOLE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL RETURNS ARE THOROUGHLY PREPARED AND REVIEWED BY OUR INTERNAL PROFESSIONAL TAX DEPARTMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO CONFLICT OF INTEREST POLICY EXISTS FOR THE TRUST. KEYBANK N.A. HAS A CORPORATE CONFLICT OF INTEREST POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Documents are available upon request by mail or by phone and delivered within 2 weeks of the request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ROUNDING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
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/SignatureDt02021-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PACKARD W D FUND A OCHR
ReturnHeader/Filer/BusinessNameControlTxt0PACK
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ReturnHeader/Filer/PhoneNum02166897663
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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/PreparationDt02021-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-10T14:00:36-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$5,800,613
Liabilities
$0
Net assets
$5,800,613
Revenue
$291,580
Expenses
$136,016
Net income
$155,564
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.90$0.00$5.90$0.61$0.24$0.37
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.55$0.00$5.55$0.07$0.38$0.30
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.29$0.00$6.29$0.68$0.20$0.48
2020Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$0.29$0.14$0.16
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.65$0.00$5.65$0.42$0.31$0.11