Civic Intelligence

Packard W D Fund a Ochr 20-0938960

990 • Fiscal year 2022 • EIN 34-6507930

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 09, 2023

Organization ProfileN/A
4900 Tiedeman Road Oh-01-49-0381Brooklyn, OH 44144

(216) 689-7663

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

100th percentile

1009%

Higher net margin than 100% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

25th percentile

$43,131

Higher top officer pay than 25% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

25th percentile

-6.8%

Faster asset growth than 25% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$5,856,062

Down $429,076 (-6.8%) from 2021

Net Assets

Down

$5,856,062

Down $429,076 (-6.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$42,342

Down $724,679 (-106%) from 2021

Expenses

Up

$384,929

Up $187,118 (+95%) from 2021

Net Income

Down

-$427,271

Down $911,797 (-188%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth25th 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 2022: $5,856,062Liabilities 2022: $0Net Assets 2022: $5,856,0622022Assets 2023: $5,553,844Liabilities 2023: $0Net Assets 2023: $5,553,8442023Assets 2024: $5,902,257Liabilities 2024: $0Net Assets 2024: $5,902,2572024

Highlighted filing

2022

Assets$5,856,062
Liabilities$0
Net Assets$5,856,062
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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 2022: -$42,342Expenses 2022: $384,929Net Income 2022: -$427,2712022Revenue 2023: $74,163Expenses 2023: $376,380Net Income 2023: -$302,2172023Revenue 2024: $609,161Expenses 2024: $241,497Net Income 2024: $367,6642024

Highlighted filing

2022

Revenue-$42,342
Expenses$384,929
Net Income-$427,271
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 9, 2023
Return Version
2022v5.0
Gross Receipts
$1,143,737
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
Cap Stk Tr Prin Current Funds$6,285,138$5,856,062▼ $429,076
Investments Other Securities$6,213,156$5,680,634▼ $532,522
Savings and Temporary Cash Investments$71,982$175,428▲ $103,446
Total Assets$6,285,138$5,856,062▼ $429,076
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,285,138$5,856,062▼ $429,076
Total Liabilities and Net Assets / Fund Balance$6,285,138$5,856,062▼ $429,076

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$570,000--
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleBaseTotal
-Trustee$43,131$43,131
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-42,342
Other Revenue
$0
Change in Net Assets
$-427,271
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$340,000
Salaries, Compensation, and Employee Benefits$43,131
Other Expenses$1,798
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$340,000--$340,000
Current Officers, Directors, Trustees, and Key Employees-$43,131-$43,131
Fees for Services Accounting-$1,050-$1,050
All Other Expenses-$400-$400
Fees for Services Other-$348-$348
Total Functional Expenses$340,000$44,929$0$384,929
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
W D Packard BandWarren, OH170(b)(1)(A)(vi)-$340,000
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 prepared and thoroughly reviewed by our tax vendor and/or 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 ROAD OH-01-49-0381, BROOKLYN, OH 44144

Signing Officer

Name
Keybank Byp S Chmura
Title
Vice President
Phone
2166897663
Signed
2023-08-09
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Pwc US Tax 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

“COST BASIS ADJUSTMENT”

Raw XML AppendixShowing 400 of 412 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 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/ExplanationTxt3periodic 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/FormAndLineReferenceDesc1Part IV, Section D Line 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part V, Section D Line 8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Part V, Section D Line 8 (cont'd)
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1317309
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2424694
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3570000
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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 PREPARED AND THOROUGHLY REVIEWED BY OUR TAX VENDOR AND/OR 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/ExplanationTxt6COST BASIS ADJUSTMENT
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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/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEYBANK BYP S CHMURA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02166897663
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PACKARD W D FUND A OCHR
ReturnHeader/Filer/BusinessNameControlTxt0PACK
ReturnHeader/Filer/EIN0346507930
ReturnHeader/Filer/PhoneNum02166897663
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ReturnHeader/Filer/USAddress/CityNm0BROOKLYN
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01850 N CENTRAL AVE STE 700

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,856,062
Liabilities
$0
Net assets
$5,856,062
Revenue
-$42,342
Expenses
$384,929
Net income
-$427,271
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
2022Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.04$0.38$0.43
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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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