Civic Intelligence

Sheeler Howard M Char Fund Pfdn

990PF • Fiscal year 2020 • EIN 34-6736607

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 17, 2021

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

(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.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

23rd percentile

-16%

Higher net margin than 23% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

61st percentile

$8,750

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 21.3% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

35th percentile

-0.9%

Faster asset growth than 35% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

19th percentile

-33%

Faster revenue growth than 19% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$713,664

Down $6,712 (-0.9%) from 2019

Net Assets

Down

$713,664

Down $6,712 (-0.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin23rd percentile

Revenue

Down

$41,014

Down $20,437 (-33%) from 2019

Expenses

Down

$47,725

Down $842 (-1.7%) from 2019

Net Income

Down

-$6,711

Down $19,595 (-152%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

2020

Assets$713,664
Liabilities$0
Net Assets$713,664
Open 2020 Filing

Operations Trend

Revenue Growth19th percentile

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

2020

Revenue$41,014
Expenses$47,725
Net Income-$6,711
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 17, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEYBANK NATIONAL ASSOCIATIONTrustee-$8,750-$8,750
Filing and Contact Details

Filer

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

Signing Officer

Name
Keybank Byp S Chmura
Title
Vice President
Phone
2166890416
Signed
2021-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
1850 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Raw XML Appendix318 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0KT SHORT TERM INVESTMENT FUND
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt036286
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt035807
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt035807
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05939
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04526
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07722
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05651
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04433
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04433
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt028383
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04545
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05939
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04526
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07722
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05651
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040352
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04545
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt032816
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt028271
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER ALLOCABLE EXPENSE-PRINCI
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER ALLOCABLE EXPENSE-INCOME
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2STATE FILING/TAXES PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt055
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt155
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt055
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt155
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2200
TaxesSchedule/TaxesDetail/Amt0279
TaxesSchedule/TaxesDetail/Amt1532
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEYBANK BYP S CHMURA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02166890416
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEELER HOWARD M CHAR FUND PFDN
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/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/PreparationDt02021-04-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-03T16:00:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$713,664
Liabilities
$0
Net assets
$713,664
Revenue
$41,014
Expenses
$47,725
Net income
-$6,711
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