Civic Intelligence

Yoder Leonard R FBO Cwr Succ-Tw

990 • Fiscal year 2023 • EIN 34-6557092

Jan 01, 2023 to Dec 31, 2023 • Filed on May 08, 2024

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

(216) 563-2451

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

2nd percentile

-531%

Higher net margin than 2% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

65th percentile

$11,051

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 113.2% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

24th percentile

-5.5%

Faster asset growth than 24% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

1435%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$898,569

Down $51,836 (-5.5%) from 2022

Net Assets

Down

$898,569

Down $51,836 (-5.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin2nd percentile

Revenue

Up

$9,760

Up $9,124 (+1435%) from 2022

Expenses

Down

$61,601

Down $8,469 (-12%) from 2022

Net Income

Up

-$51,841

Up $17,593 (+25%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$1.5M$1.0M$500K$0Assets 2020: $965,189Liabilities 2020: $0Net Assets 2020: $965,1892020Assets 2021: $1,019,837Liabilities 2021: $0Net Assets 2021: $1,019,8372021Assets 2022: $950,405Liabilities 2022: $0Net Assets 2022: $950,4052022Assets 2023: $898,569Liabilities 2023: $0Net Assets 2023: $898,5692023Assets 2024: $926,204Liabilities 2024: $0Net Assets 2024: $926,2042024

Highlighted filing

2023

Assets$898,569
Liabilities$0
Net Assets$898,569
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2020: $53,923Expenses 2020: $63,670Net Income 2020: -$9,7472020Revenue 2021: $119,363Expenses 2021: $64,717Net Income 2021: $54,6462021Revenue 2022: $636Expenses 2022: $70,070Net Income 2022: -$69,4342022Revenue 2023: $9,760Expenses 2023: $61,601Net Income 2023: -$51,8412023Revenue 2024: $88,177Expenses 2024: $60,542Net Income 2024: $27,6352024

Highlighted filing

2023

Revenue$9,760
Expenses$61,601
Net Income-$51,841
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 8, 2024
Return Version
2023v5.0
Gross Receipts
$62,566
Mission and Program Overview

Mission

To award scholarships to female students or females who wish to become students of flora stone mather college of said universitywho have high scholastic standings and need financial assistance.the income shall be used to establish the mayme b. Robinson memorialscholarship fund. This is a dedicated scholarship program controlled and managed by the beneficiary case western reserve university. 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$920,282--
Cap Stk Tr Prin Current Funds$950,405$898,569▼ $51,836
Investments in Publicly Traded Securities-$874,410-
Savings and Temporary Cash Investments$30,123$24,159▼ $5,964
Total Assets$950,405$898,569▼ $51,836
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$950,405$898,569▼ $51,836
Total Liabilities and Net Assets / Fund Balance$950,405$898,569▼ $51,836
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleBaseTotal
-Trustee$11,051$11,051
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$9,760
Other Revenue
$0
Change in Net Assets
$-51,841
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$49,142
Salaries, Compensation, and Employee Benefits$11,051
Other Expenses$1,408
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$49,142--$49,142
Current Officers, Directors, Trustees, and Key Employees-$11,051-$11,051
Fees for Services Accounting-$1,050-$1,050
All Other Expenses-$358-$358
Total Functional Expenses$49,142$12,459$0$61,601
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Case Western Reserve UniversityCleveland, OH170 (b) (1) (A)(ii)-$49,142
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

Part VI Line 12A

“No conflict of interest policy exists for this trust. Keybank n a has a corporate conflict of interest policy.”

Part VI Line 14

“The trust has no written document retention or destruction policy keybank n a has a corporate document retention and destruction policy.”

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's 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's 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.”

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
Yoder Leonard R Fbo Cwr Succ-tw
EIN
34-6557092
Phone
2165632451
Address
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144

Signing Officer

Name
Keybank Byp S Chmura
Title
Vice President
Phone
2165632451
Signed
2024-05-08
Discuss with paid preparer
Yes

Organization Details

Formed
2003
Legal Domicile
Oh
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Supplemental Narrative

Additional Explanations

Line 15A & 15B

“Keybank is sole trustee, is compensated as such, and makes all decisions with respect to the operation and administration of the trust.”

Explanation for Form 990, Part XI, Line 9

“ROUNDING $5”

Raw XML Appendix396 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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IRS990/LocalChaptersInd0false
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Keybank representatives completed an internal review of supporting org anization account in concert with in house council and individual dete rminations were made with respect to the relationship. The beneficiary Case Western Reserve University (CWRU) controls and manages the dedic ated scholarship program "Mayme B Robinson Memorial Scholarship Fund". CWRU selects the scholarship recipients.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1Keybank, as Trustee, welcomes the input of the charitable beneficiary as to the investments.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2Keybank as Trustee, maintains a close and continuous working relations hip with Case Western Reserve University. The supported organization m aintains a significant voice as they control and manage the dedicated scholrship program in the name of Mayme B. Robinson Memorial Scholarsh ip Fund. Case Western Reserve University selects the recipients of the scholarship.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3The supported organization receives periodic statements reflecting all activity in the trust regarding income, expenses, and investments. Ke ybank welcomes the input of the supported organization as to the inves tments.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A PART IV, SECTION D LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A PART IV SECTION D LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SCHEDULE A PART V, SECTION D LINE 8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3SCHEDULE A PART V. SECTION D LINE 8 continued
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE MADE TO 501(C)3 ORGANIZATIONS THAT ARE NAMED IN THE TRUST DOCUMENT. OUR ADMINISTRATIVE REPRESENTATIVES ARE IN PERIODIC CONTACT WITH REPRESENTATIVES OF THE CHARITIES IN ORDER TO BE IN COMPLIANCE WITH THE TRUST PROVISIONS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO CONFLICT OF INTEREST POLICY EXISTS FOR THIS TRUST. KEYBANK N A HAS A CORPORATE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUST HAS NO WRITTEN DOCUMENT RETENTION OR DESTRUCTION POLICY KEYBANK N A HAS A CORPORATE DOCUMENT RETENTION AND DESTRUCTION POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2KEYBANK IS SOLE TRUSTEE, IS COMPENSATED AS SUCH, AND MAKES ALL DECISIONS WITH RESPECT TO THE OPERATION AND ADMINISTRATION OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3KEYBANK IS SOLE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4KEYBANK'S ADMINISTRATION DOCUMENTS ALL MEETINGS AND WRITTEN ACTIONS TAKEN DURING THE YEAR. ACTIONS THROUGH NPTAC ARE ALSO DOCUMENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5KEYBANK'S ADMINISTRATION DOCUMENTS ALL MEETINGS AND WRITTEN ACTIONS TAKEN DURING THE YEAR. ACTIONS THROUGH NPTAC ARE ALSO DOCUMENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL RETURNS ARE PREPARED AND THOROUGHLY REVIEWED BY OUR TAX VENDOR AND/OR INTERNAL PROFESSIONAL TAX DEPARTMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DOCUMENTS ARE AVAILABLE UPON REQUEST BY MAIL OR BY PHONE AND DELIVERED WITHIN 2 WEEKS OF THE REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ROUNDING $5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI LINE 12A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2LINE 15A & 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEYBANK BYP S CHMURA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02165632451
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YODER LEONARD R FBO CWR SUCC-TW
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ReturnHeader/Filer/PhoneNum02165632451
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04300 E CAMELBACK ROAD STE 475
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085018
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-08T15:01:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$898,569
Liabilities
$0
Net assets
$898,569
Revenue
$9,760
Expenses
$61,601
Net income
-$51,841
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.09$0.06$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.01$0.06$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.00$0.95$0.00$0.07$0.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.00$1.02$0.12$0.06$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.05$0.06$0.01