Civic Intelligence

Cleveland Marshall Fund Ta

EIN 34-6627805 • 4947(a)1 • Brooklyn, OH

Profile

Grants are made according to trust agreement dated july 2, 1969. Keybank, is trustee, the income of the trust shall be dedicated forever to the exclusively educational purpose of the generalenrichment of legal education at cleveland-marshall college of law of the cleveland state university, cleveland, ohio and its successors. Keybank maintains a responsiveness to the needs and activities of each beneficiary organization in the attainment of its mission.

4900 Tiedeman Road Oh-01-49-0381Brooklyn, OH 44144

n/A

Siviq Scores

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

Liabilities / Assets

94th percentile

0.00x

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

4947(a)1 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

41st percentile

-2.4%

Higher net margin than 41% of similar nonprofits.

4947(a)1 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$37,701

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

4947(a)1 • $1M-$5M nonprofits • Source year 2024

Asset Growth

37th percentile

-0.3%

Faster asset growth than 37% of similar nonprofits.

4947(a)1 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

701%

Faster revenue growth than 98% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$4,616,793

Down $12,683 (-0.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$4,616,793

Down $12,683 (-0.3%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin41st percentile

Revenue

Up

$529,178

Up $463,131 (+701%) from 2023

Expenses

Up

$541,861

Up $504,931 (+1367%) from 2023

Net Income

Down

-$12,683

Down $41,800 (-144%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$6.0M$4.0M$2.0M$0Assets 2021: $4,938,066Liabilities 2021: $0Net Assets 2021: $4,938,0662021Assets 2022: $4,600,216Liabilities 2022: $0Net Assets 2022: $4,600,2162022Assets 2023: $4,629,476Liabilities 2023: $0Net Assets 2023: $4,629,4762023Assets 2024: $4,616,793Liabilities 2024: $0Net Assets 2024: $4,616,7932024

Highlighted filing

2024

Assets$4,616,793
Liabilities$0
Net Assets$4,616,793
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

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

$1.0M$500K$0-$500KRevenue 2021: $694,196Expenses 2021: $292,870Net Income 2021: $401,3262021Revenue 2022: -$7,355Expenses 2022: $330,352Net Income 2022: -$337,7072022Revenue 2023: $66,047Expenses 2023: $36,930Net Income 2023: $29,1172023Revenue 2024: $529,178Expenses 2024: $541,861Net Income 2024: -$12,6832024

Highlighted filing

2024

Revenue$529,178
Expenses$541,861
Net Income-$12,683
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,616,793
Liabilities
$0
Net assets
$4,616,793
Revenue
$529,178
Expenses
$541,861
Net income
-$12,683
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.53$0.54$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.07$0.04$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.01$0.33$0.34
2021Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.69$0.29$0.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 21, 2025
Return Version
2024v5.0
Gross Receipts
$783,420
Mission and Program Overview

Mission

Grants are made according to trust agreement dated july 2, 1969. Keybank, is trustee, the income of the trust shall be dedicated forever to the exclusively educational purpose of the generalenrichment of legal education at cleveland-marshall college of law of the cleveland state university, cleveland, ohio and its successors. Keybank maintains a responsiveness to the needs and activities of each beneficiary organization in the attainment of its mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$4,629,476$4,616,793▼ $12,683
Investments Other Securities$4,431,024$4,598,000▲ $166,976
Savings and Temporary Cash Investments$198,452$18,793▼ $179,659
Total Assets$4,629,476$4,616,793▼ $12,683
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,629,476$4,616,793▼ $12,683
Total Liabilities and Net Assets / Fund Balance$4,629,476$4,616,793▼ $12,683

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$4,598,000--
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleBaseTotal
-Trustee$37,701$37,701

Board Members and Trustees

NameTitle
-Corporate Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$529,178
Other Revenue
$0
Change in Net Assets
$-12,683
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$502,910
Salaries, Compensation, and Employee Benefits$37,701
Other Expenses$1,250
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$502,910--$502,910
Current Officers, Directors, Trustees, and Key Employees-$37,701-$37,701
Fees for Services Accounting-$1,050-$1,050
All Other Expenses-$200-$200
Total Functional Expenses$502,910$38,951$0$541,861
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cleveland State UniversityCleveland, OH170(b)(1)(A)(ii)Support the Cleve-marshall Law School of C.s.u.$502,910
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
Backup withholding compliance
Yes
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 of this trust. Corporate officer represents cleveland state university.”

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 are mailed within 2 weeks of the request.”

Filing and Contact Details

Filer

Filer Name
Cleveland Marshall Fund Ta
EIN
34-6627805
Phone
2166897663
Address
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144

Signing Officer

Name
Keybank by Joseph Velkos
Title
Vice President
Phone
2166897663
Signed
2025-03-21
Discuss with paid preparer
Yes

Organization Details

Formed
1969
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
Raw XML Appendix307 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/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
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IRS990/GrantsToOrganizationsInd0true
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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0721218
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IRS990/IRPDocumentCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0254242
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IRS990/LocalChaptersInd0false
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetUnrelatedBusTxblIncmAmt00
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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 hasve 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 Cleveland-Marshall College of Law. The supported organization maintains a significant voice as they have the right to remove the trustee and replace with another corporate trustee. 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 supprted organizations as to investments.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4KEYBANK IS TRUSTEE OF THE SUPPORTING ORGANIZATION UNDER A TRUST AGREEMENT BETWEEN CLEVELAND-MARSHALL LAW SCHOOL A NON-PROFIT CORPORATION. KEYBANK AS TRUSTEE PER THE TRUST AGREEMENT DISTRIBUTES INCOME TO CLEVELAND MARSHALL-COLLEGE OF LAW OF THE CLEVELAND STATE UNIVERSITY AS THE TRUSTEE OR OTHER GOVERNING BODY OF CLEVELAND STATE UNIVERSTY SHALL DETERMINE
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0CHARITABLE MULTI ASSET FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1XXX-XX-XXXX ITFA TOTAL $121,442.91
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IRS990ScheduleI/RecipientTable/RecipientEIN0340966056
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02121 EUCLID AVE
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd044115
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE MADE TO 501(c)3 ORGANIZATION 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
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KEYBANK IS SOLE TRUSTEE OF THIS TRUST. CORPORATE OFFICER REPRESENTS CLEVELAND STATE UNIVERSITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL RETURNS ARE PREPARED AND THOROUGHLY REVIEWED BY OUR TAX VENDOR AND/OR INTERNAL PROFESSIONAL TAX DEPARTMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No conflict of interest policy exists for the trust. Keybank N.A. has a corporate conflict of interest policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST BY MAIL OR BY PHONE AND ARE MAILED WITHIN 2 WEEKS OF THE REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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