Civic Intelligence

Kelly John H Ochr

990PF • Fiscal year 2023 • EIN 52-7156077

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 19, 2024

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

(216) 689-0416

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

4th percentile

-455%

Higher net margin than 4% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

83rd percentile

$5,632

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 143.9% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

41st percentile

-3.5%

Faster asset growth than 41% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$487,389

Down $17,797 (-3.5%) from 2022

Net Assets

Down

$487,389

Down $17,797 (-3.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin4th percentile

Revenue

Up

$3,913

Up $7,534 (+208%) from 2022

Expenses

Down

$21,709

Down $5,935 (-21%) from 2022

Net Income

Up

-$17,796

Up $13,469 (+43%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$600K$400K$200K$0Assets 2011: $467,720Liabilities 2011: $02011Assets 2012: $471,634Liabilities 2012: $02012Assets 2013: $463,680Liabilities 2013: $02013Assets 2014: $457,862Liabilities 2014: $02014Assets 2015: $445,828Liabilities 2015: $02015Assets 2019: $420,802Liabilities 2019: $02019Assets 2020: $416,841Liabilities 2020: $0Net Assets 2020: $416,8412020Assets 2021: $536,449Liabilities 2021: $0Net Assets 2021: $536,4492021Assets 2022: $505,186Liabilities 2022: $0Net Assets 2022: $505,1862022Assets 2023: $487,389Liabilities 2023: $0Net Assets 2023: $487,3892023Assets 2024: $512,200Liabilities 2024: $0Net Assets 2024: $512,2002024

Highlighted filing

2023

Assets$487,389
Liabilities$0
Net Assets$487,389
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2011: $58,481Expenses 2011: $31,991Net Income 2011: $26,4902011Revenue 2012: $25,369Expenses 2012: $31,158Net Income 2012: -$5,7892012Revenue 2013: $23,659Expenses 2013: $31,613Net Income 2013: -$7,9542013Revenue 2014: $26,798Expenses 2014: $31,688Net Income 2014: -$4,8902014Revenue 2015: $19,847Expenses 2015: $31,927Net Income 2015: -$12,0802015Revenue 2019: $28,724Expenses 2019: $25,604Net Income 2019: $3,1202019Revenue 2020: $22,274Expenses 2020: $26,237Net Income 2020: -$3,9632020Revenue 2021: $145,269Expenses 2021: $25,658Net Income 2021: $119,6112021Revenue 2022: -$3,621Expenses 2022: $27,644Net Income 2022: -$31,2652022Revenue 2023: $3,913Expenses 2023: $21,709Net Income 2023: -$17,7962023Revenue 2024: $34,362Expenses 2024: $9,550Net Income 2024: $24,8122024

Highlighted filing

2023

Revenue$3,913
Expenses$21,709
Net Income-$17,796
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 19, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEYBANK N A TRUSTEETrustee-$5,632-$5,632
Filing and Contact Details

Filer

Filer Name
Kelly John H Ochr
EIN
52-7156077
Phone
2166890416
Address
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144

Signing Officer

Name
Keybank Byp S Chmura
Title
Vice President
Phone
2166890416
Signed
2024-03-19
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Raw XML Appendix300 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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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt017458
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021433
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017458
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03975
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
TaxesSchedule/TaxesDetail/Amt027
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEYBANK BYP S CHMURA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02166890416
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KELLY JOHN H OCHR
ReturnHeader/Filer/BusinessNameControlTxt0KELL
ReturnHeader/Filer/EIN0527156077
ReturnHeader/Filer/PhoneNum02166890416
ReturnHeader/Filer/USAddress/AddressLine1Txt04900 TIEDEMAN ROAD OH-01-49-0381
ReturnHeader/Filer/USAddress/CityNm0BROOKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044144
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
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/PreparationDt02024-03-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-05T14:01:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$487,389
Liabilities
$0
Net assets
$487,389
Revenue
$3,913
Expenses
$21,709
Net income
-$17,796
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.34$0.10$0.25
2023Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.04$0.22$0.18
2022Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.04$0.28$0.31
2021Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$1.45$0.26$1.20
2020Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.22$0.26$0.04
2019Summary only. Only limited summary data is available for this year.$4.21$0.00$0.29$0.26$0.03
2015Summary only. Only limited summary data is available for this year.$4.46$0.00$0.20$0.32$0.12
2014Summary only. Only limited summary data is available for this year.$4.58$0.00$0.27$0.32$0.05
2013Summary only. Only limited summary data is available for this year.$4.64$0.00$0.24$0.32$0.08
2012Summary only. Only limited summary data is available for this year.$4.72$0.00$0.25$0.31$0.06
2011Summary only. Only limited summary data is available for this year.$4.68$0.00$0.58$0.32$0.26