Civic Intelligence

Ralph R Mcveen Charitable Trust

990PF • Fiscal year 2015 • EIN 91-2061487

Jan 01, 2015 to Dec 31, 2015 • Filed on May 19, 2016

Organization Profile
6055 Rockside Woods Blvd Suite 200Cleveland, OH 44131

(216) 642-3342

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

Higher debt load relative to assets than 38% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

38th percentile

0.00x

Higher debt load relative to revenue than 38% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

95th percentile

71%

Higher net margin than 95% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

59th percentile

$8,260

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

80th percentile

16%

Faster asset growth than 80% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

97th percentile

316%

Faster revenue growth than 97% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$682,945

Up $96,255 (+16%) from 2014

Net Assets

$682,898

No earlier filing loaded for comparison.

Liabilities

Up

$47

Up $45 (+2250%) from 2014

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin95th percentile

Revenue

Up

$136,705

Up $103,829 (+316%) from 2014

Expenses

Up

$39,898

Up $1,995 (+5.3%) from 2014

Net Income

Up

$96,807

Up $101,834 (+2026%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $614,134Liabilities 2011: $612011Assets 2012: $596,294Liabilities 2012: $2222012Assets 2013: $592,756Liabilities 2013: $5192013Assets 2014: $586,690Liabilities 2014: $22014Assets 2015: $682,945Liabilities 2015: $47Net Assets 2015: $682,8982015Assets 2016: $952,847Liabilities 2016: $0Net Assets 2016: $952,8472016Assets 2017: $970,877Liabilities 2017: $1,288Net Assets 2017: $969,5892017Assets 2018: $989,475Liabilities 2018: $0Net Assets 2018: $989,4752018Assets 2019: $1,032,223Liabilities 2019: $0Net Assets 2019: $1,032,2232019Assets 2020: $1,118,470Liabilities 2020: $849Net Assets 2020: $1,117,6212020Assets 2021: $1,114,124Liabilities 2021: $0Net Assets 2021: $1,114,1242021Assets 2022: $1,102,937Liabilities 2022: $0Net Assets 2022: $1,102,9372022Assets 2023: $1,092,288Liabilities 2023: $0Net Assets 2023: $1,092,2882023Assets 2024: $1,135,445Liabilities 2024: $472Net Assets 2024: $1,134,9732024

Highlighted filing

2015

Assets$682,945
Liabilities$47
Net Assets$682,898
Open 2015 Filing

Operations Trend

Revenue Growth97th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $10,972Expenses 2011: $35,518Net Income 2011: -$24,5462011Revenue 2012: $17,019Expenses 2012: $34,798Net Income 2012: -$17,7792012Revenue 2013: $32,490Expenses 2013: $35,806Net Income 2013: -$3,3162013Revenue 2014: $32,876Expenses 2014: $37,903Net Income 2014: -$5,0272014Revenue 2015: $136,705Expenses 2015: $39,898Net Income 2015: $96,8072015Revenue 2016: $328,827Expenses 2016: $57,926Net Income 2016: $270,9012016Revenue 2017: $75,523Expenses 2017: $57,493Net Income 2017: $18,0302017Revenue 2018: $74,363Expenses 2018: $53,118Net Income 2018: $21,2452018Revenue 2019: $120,385Expenses 2019: $76,580Net Income 2019: $43,8052019Revenue 2020: $153,105Expenses 2020: $65,758Net Income 2020: $87,3472020Revenue 2021: $78,412Expenses 2021: $81,057Net Income 2021: -$2,6452021Revenue 2022: $72,806Expenses 2022: $66,184Net Income 2022: $6,6222022Revenue 2023: $82,362Expenses 2023: $92,116Net Income 2023: -$9,7542023Revenue 2024: $109,304Expenses 2024: $65,247Net Income 2024: $44,0572024

Highlighted filing

2015

Revenue$136,705
Expenses$39,898
Net Income$96,807
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 19, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN D KEDZIORTrustee-$8,260-$8,260
Filing and Contact Details

Filer

Filer Name
Ralph R Mcveen Charitable Trust
EIN
91-2061487
Phone
2166423342
Address
6055 ROCKSIDE WOODS BLVD SUITE 200, CLEVELAND, OH 44131

Signing Officer

Name
John D Kedzior
Title
Trustee
Phone
2166423342
Signed
2016-05-19
Discuss with paid preparer
Yes

Preparer

Firm
Jlp Cpas LLC
Address
8952 TYLER BLVD, MENTOR, OH 44060-2185
Preparer
Timothy L Mikolay CPA
Phone
4409741040
Raw XML Appendix338 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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ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE OHIO ATTORNEY GENERAL DOES NOT REQUIRE FILING OF FORM 990PF WITH THE STATE OF OHIO. THE OHIO ATTORNEY GENERAL REQUIRES ONLY FILING OF THE OHIO ANNUAL CHARITABLE REGISTRATION REPORT.
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ST JUDE CHILDREN'S RESEARCH HOSPIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2TENDER MERCIES INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CORPUS CHRISTI CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1501 ST JUDE PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt227 W 12TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32014 SPRINGDALE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MEMPHIS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CINCINNATI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd345231
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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/AppliedToCurrentYearAmt06870
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt026179
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt042447
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt033049
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt035577
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt026179
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0AUDREY J O'DONNELL TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt06055 ROCKSIDE WOODS BLVD SUITE 200
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CLEVELAND
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd044131
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100000
IRS990ScheduleB/GeneralRuleInd0X
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt0597
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0INVESTMENT INCOME-EXCISE TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OHIO FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2COURT FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4FOREIGN TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5K-1: LENDER GROWTH INVESTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt117
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt25
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt352
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4127
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt118
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt25
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt352
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4127
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt210
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3104
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4254
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt02
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0FEDERAL EXCISE TAX DUE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt047
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN D KEDZIOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02166423342
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RALPH R MCVEEN CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JOHN D KEDZIOR
ReturnHeader/Filer/BusinessNameControlTxt0RALP
ReturnHeader/Filer/EIN0912061487
ReturnHeader/Filer/PhoneNum02166423342
ReturnHeader/Filer/USAddress/AddressLine1Txt06055 ROCKSIDE WOODS BLVD SUITE 200
ReturnHeader/Filer/USAddress/CityNm0CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044131
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200766572
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JLP CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08952 TYLER BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MENTOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0440602185
ReturnHeader/PreparerPersonGrp/PhoneNum04409741040
ReturnHeader/PreparerPersonGrp/PreparationDt02016-06-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY L MIKOLAY CPA
ReturnHeader/ReturnTs02016-06-15T14:40:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$682,945
Liabilities
$47
Net assets
$682,898
Revenue
$136,705
Expenses
$39,898
Net income
$96,807
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.13$0.11$0.07$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$0.08$0.09$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.07$0.07$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.08$0.08$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.15$0.07$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.12$0.08$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.07$0.05$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.08$0.06$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.00$0.95$0.33$0.06$0.27
2015Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.14$0.04$0.10
2014Summary only. Only limited summary data is available for this year.$0.59$0.00$0.03$0.04$0.01
2013Summary only. Only limited summary data is available for this year.$0.59$0.00$0.03$0.04$0.00
2012Summary only. Only limited summary data is available for this year.$0.60$0.00$0.02$0.03$0.02
2011Summary only. Only limited summary data is available for this year.$0.61$0.00$0.01$0.04$0.02