Civic Intelligence

William a Patten Trust

990PF • Fiscal year 2023 • EIN 54-2141348

Jan 01, 2023 to Dec 31, 2023 • Filed on May 07, 2024

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

(866) 238-8650

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

9th percentile

-96%

Higher net margin than 9% of similar nonprofits.

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

Top Officer Pay

80th percentile

$1,550

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 165.4% of source-year revenue.

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

Asset Growth

46th percentile

-1.5%

Faster asset growth than 46% 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

$59,227

Down $902 (-1.5%) from 2022

Net Assets

Down

$59,227

Down $902 (-1.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin9th percentile

Revenue

Up

$937

Up $1,400 (+302%) from 2022

Expenses

Down

$1,839

Down $509 (-22%) from 2022

Net Income

Up

-$902

Up $1,909 (+68%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$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

2023

Assets$59,227
Liabilities$0
Net Assets$59,227
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$937
Expenses$1,839
Net Income-$902
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 7, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay80th 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 Byp S Chmura
Title
Vice President
Phone
8662388650
Signed
2024-05-07
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 Appendix278 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/QualifyingDistributionsAmt0677
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03691
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05553
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0322
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEYBANK BYP S CHMURA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08662388650
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-07
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/PreparationDt02024-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-07T17:01:17-05:00
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
$59,227
Liabilities
$0
Net assets
$59,227
Revenue
$937
Expenses
$1,839
Net income
-$902
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