Civic Intelligence

William a Patten Trust

EIN 54-2141348 • Brooklyn, OH

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

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

92nd percentile

65%

Higher net margin than 92% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$1,550

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 30.3% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

66th percentile

5.7%

Faster asset growth than 66% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

446%

Faster revenue growth than 97% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$62,577

Up $3,350 (+5.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$62,577

Up $3,350 (+5.7%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin92nd percentile

Revenue

Up

$5,119

Up $4,182 (+446%) from 2023

Expenses

Down

$1,769

Down $70 (-3.8%) from 2023

Net Income

Up

$3,350

Up $4,252 (+471%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$80K$60K$40K$20K$0Assets 2011: $67,558Liabilities 2011: $02011Assets 2012: $63,483Liabilities 2012: $02012Assets 2013: $60,095Liabilities 2013: $02013Assets 2014: $59,198Liabilities 2014: $02014Assets 2015: $59,935Liabilities 2015: $02015Assets 2019: $46,598Liabilities 2019: $02019Assets 2020: $43,740Liabilities 2020: $0Net Assets 2020: $43,7402020Assets 2021: $62,940Liabilities 2021: $0Net Assets 2021: $62,9402021Assets 2022: $60,129Liabilities 2022: $0Net Assets 2022: $60,1292022Assets 2023: $59,227Liabilities 2023: $0Net Assets 2023: $59,2272023Assets 2024: $62,577Liabilities 2024: $0Net Assets 2024: $62,5772024

Highlighted filing

2024

Assets$62,577
Liabilities$0
Net Assets$62,577
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $2,276Expenses 2011: $3,568Net Income 2011: -$1,2922011Revenue 2012: $1,142Expenses 2012: $5,201Net Income 2012: -$4,0592012Revenue 2013: $1,884Expenses 2013: $5,272Net Income 2013: -$3,3882013Revenue 2014: $1,968Expenses 2014: $2,868Net Income 2014: -$9002014Revenue 2015: $3,155Expenses 2015: $2,420Net Income 2015: $7352015Revenue 2019: $4,779Expenses 2019: $9,415Net Income 2019: -$4,6362019Revenue 2020: $4,413Expenses 2020: $7,272Net Income 2020: -$2,8592020Revenue 2021: $24,367Expenses 2021: $5,167Net Income 2021: $19,2002021Revenue 2022: -$463Expenses 2022: $2,348Net Income 2022: -$2,8112022Revenue 2023: $937Expenses 2023: $1,839Net Income 2023: -$9022023Revenue 2024: $5,119Expenses 2024: $1,769Net Income 2024: $3,3502024

Highlighted filing

2024

Revenue$5,119
Expenses$1,769
Net Income$3,350
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$62,577
Liabilities
$0
Net assets
$62,577
Revenue
$5,119
Expenses
$1,769
Net income
$3,350
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$62.6$0.00$62.6$5.12$1.77$3.35
2023Detailed filing. Detailed filing data is available for this year.$59.2$0.00$59.2$0.94$1.84$0.90
2022Detailed filing. Detailed filing data is available for this year.$60.1$0.00$60.1$0.46$2.35$2.81
2021Detailed filing. Detailed filing data is available for this year.$62.9$0.00$62.9$24.4$5.17$19.2
2020Detailed filing. Detailed filing data is available for this year.$43.7$0.00$43.7$4.41$7.27$2.86
2019Summary only. Only limited summary data is available for this year.$46.6$0.00$4.78$9.42$4.64
2015Summary only. Only limited summary data is available for this year.$59.9$0.00$3.16$2.42$0.74
2014Summary only. Only limited summary data is available for this year.$59.2$0.00$1.97$2.87$0.90
2013Summary only. Only limited summary data is available for this year.$60.1$0.00$1.88$5.27$3.39
2012Summary only. Only limited summary data is available for this year.$63.5$0.00$1.14$5.20$4.06
2011Summary only. Only limited summary data is available for this year.$67.6$0.00$2.28$3.57$1.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 23, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEYBANK N ATrustee-$1,550-$1,550
Filing and Contact Details

Filer

Filer Name
William a Patten Trust
EIN
54-2141348
Phone
8662388650
Address
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144

Signing Officer

Name
Keybank by Joseph Velkos
Title
Vice President
Phone
8662388650
Signed
2025-03-23
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 Appendix267 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/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01153
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0289
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0607
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01442
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03691
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEYBANK BY JOSEPH VELKOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08662388650
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM A PATTEN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PATT
ReturnHeader/Filer/EIN0542141348
ReturnHeader/Filer/PhoneNum08662388650
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/PreparationDt02025-03-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-03T11:01:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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