Civic Intelligence

Sheeler Howard M Char Fund Pfdn

990PF • Fiscal year 2019 • EIN 34-6736607

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 28, 2020

Organization Profile
Keybank 4900 Tiedeman Rd Oh-01-49Brooklyn, OH 44144-2302

(216) 689-0416

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

76th percentile

21%

Higher net margin than 76% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

61st percentile

$9,139

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 14.9% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

$720,376

No earlier filing loaded for comparison.

Net Assets

$720,376

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin76th percentile

Revenue

$61,451

No earlier filing loaded for comparison.

Expenses

$48,567

No earlier filing loaded for comparison.

Net Income

$12,884

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$800K$600K$400K$200K$0Assets 2019: $720,376Liabilities 2019: $0Net Assets 2019: $720,3762019Assets 2020: $713,664Liabilities 2020: $0Net Assets 2020: $713,6642020Assets 2021: $762,915Liabilities 2021: $0Net Assets 2021: $762,9152021Assets 2022: $703,474Liabilities 2022: $0Net Assets 2022: $703,4742022Assets 2023: $668,766Liabilities 2023: $0Net Assets 2023: $668,7662023Assets 2024: $693,233Liabilities 2024: $0Net Assets 2024: $693,2332024

Highlighted filing

2019

Assets$720,376
Liabilities$0
Net Assets$720,376
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KRevenue 2019: $61,451Expenses 2019: $48,567Net Income 2019: $12,8842019Revenue 2020: $41,014Expenses 2020: $47,725Net Income 2020: -$6,7112020Revenue 2021: $98,569Expenses 2021: $49,319Net Income 2021: $49,2502021Revenue 2022: -$3,706Expenses 2022: $55,739Net Income 2022: -$59,4452022Revenue 2023: $11,560Expenses 2023: $46,267Net Income 2023: -$34,7072023Revenue 2024: $69,926Expenses 2024: $45,462Net Income 2024: $24,4642024

Highlighted filing

2019

Revenue$61,451
Expenses$48,567
Net Income$12,884
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 28, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEYBANK NATIONAL ASSOCIATIONTrustee-$9,139-$9,139
Filing and Contact Details

Filer

Filer Name
Sheeler Howard M Char Fund Pfdn 20-0947760
EIN
34-6736607
Phone
2166890416
Address
KEYBANK 4900 TIEDEMAN RD OH-01-49, BROOKLYN, OH 44144-2302

Signing Officer

Name
Keybank Byp S Chmura
Title
SVP
Phone
2166890416
Signed
2020-04-28
Raw XML Appendix327 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt012472
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1707904
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0KT SHORT TERM INVESTMENT FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1CHARITABLE MULTI ASSET FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2US DOLLARS CURRENCY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt012472
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1737351
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt041713
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06855
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt048567
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt059977
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt061451
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03485
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06855
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010339
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-7636
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2218
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAIN DIVIDENDS
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0720376
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt035774
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt036305
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KEYBANK NATIONAL ASSOCIATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04900 TIEDEMAN RD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BROOKLYN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd044144
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0KEYBANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum02168134556
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0ATTN TIMOTHY B STRAWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1C/O DINGUS & DAGA INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt035774
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04526
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07722
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05651
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04433
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02074
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02074
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt028271
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05939
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04526
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07722
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05651
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04433
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt041713
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05939
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt030345
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt024406
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER ALLOCABLE EXPENSE-PRINCI
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER REVENUE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01474
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KEYBANK BYP S CHMURA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP
ReturnHeader/BusinessOfficerGrp/PhoneNum02166890416
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEELER HOWARD M CHAR FUND PFDN 20-0947760
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0346736607
ReturnHeader/Filer/PhoneNum02166890416
ReturnHeader/Filer/USAddress/AddressLine1Txt0KEYBANK 4900 TIEDEMAN RD OH-01-49
ReturnHeader/Filer/USAddress/CityNm0BROOKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0441442302
ReturnHeader/ReturnTs02020-05-21T15:00:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$720,376
Liabilities
$0
Net assets
$720,376
Revenue
$61,451
Expenses
$48,567
Net income
$12,884
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.93$0.00$6.93$0.70$0.45$0.24
2023Detailed filing. Detailed filing data is available for this year.$6.69$0.00$6.69$0.12$0.46$0.35
2022Detailed filing. Detailed filing data is available for this year.$7.03$0.00$7.03$0.04$0.56$0.59
2021Detailed filing. Detailed filing data is available for this year.$7.63$0.00$7.63$0.99$0.49$0.49
2020Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$0.41$0.48$0.07
2019Detailed filing. Detailed filing data is available for this year.$7.20$0.00$7.20$0.61$0.49$0.13