Civic Intelligence

Ralph R Mcveen Charitable Trust

990PF • Fiscal year 2016 • EIN 91-2061487

Jan 01, 2016 to Dec 31, 2016 • Filed on May 03, 2017

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

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

96th percentile

82%

Higher net margin than 96% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

61st percentile

$10,538

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

89th percentile

40%

Faster asset growth than 89% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

95th percentile

141%

Faster revenue growth than 95% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$952,847

Up $269,902 (+40%) from 2015

Net Assets

Up

$952,847

Up $269,949 (+40%) from 2015

Liabilities

Down

$0

Down $47 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin96th percentile

Revenue

Up

$328,827

Up $192,122 (+141%) from 2015

Expenses

Up

$57,926

Up $18,028 (+45%) from 2015

Net Income

Up

$270,901

Up $174,094 (+180%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2016

Assets$952,847
Liabilities$0
Net Assets$952,847
Open 2016 Filing

Operations Trend

Revenue Growth95th 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

2016

Revenue$328,827
Expenses$57,926
Net Income$270,901
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 3, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN D KEDZIORTrustee-$10,538-$10,538
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
2017-05-03
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 Appendix332 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CORPUS CHRISTI CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ST CHARLES BORROMEO CHURCH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03229 BURNET AVENUE
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/AddressLine1Txt45891 RIDGE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PARMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045229
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd138105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd245202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd345231
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd444129
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt035577
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt011175
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt035577
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt043577
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt046752
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt032402
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt035577
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0AUDREY J O'DONNELL TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt06055 ROCKSIDE WOODS BLVD SUITE 200
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CLEVELAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd044131
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0222430
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0762
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01524
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0762
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PREPAID FEDERAL EXCISE TAX
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0952
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0INVESTMENT INCOME-EXCISE TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OHIO FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FOREIGN TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3K-1: LENDER GROWTH INVESTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4K-1: MEADOWS LENDING, LLC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5K-1: COBBLESTONE LENDING, LLC
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt165
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21515
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3566
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4378
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt165
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt21515
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3565
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4378
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31131
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4756
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt047
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0FEDERAL EXCISE TAX DUE
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN D KEDZIOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02166423342
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-03
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0A0523A5A1F6E1593B07ACD76839964A39D72FA1D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E0D5549DADD4B01361EE20AC617CE31A82C393A5
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/PreparationDt02017-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY L MIKOLAY CPA
ReturnHeader/ReturnTs02017-05-09T13:30:44-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$952,847
Liabilities
$0
Net assets
$952,847
Revenue
$328,827
Expenses
$57,926
Net income
$270,901
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
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.33$0.06$0.27
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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