Civic Intelligence

Ralph R Mcveen Charitable Trust

990PF • Fiscal year 2017 • EIN 91-2061487

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 16, 2018

Organization Profile
4500 Rockside Road Suite 440Independence, OH 44131

(216) 264-4393

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

49th percentile

0.02x

Higher debt load relative to revenue than 49% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

79th percentile

24%

Higher net margin than 79% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

62nd percentile

$12,630

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 16.7% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

49th percentile

1.9%

Faster asset growth than 49% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-77%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$970,877

Up $18,030 (+1.9%) from 2016

Net Assets

Up

$969,589

Up $16,742 (+1.8%) from 2016

Liabilities

Up

$1,288

Up $1,288 from 2016

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin79th percentile

Revenue

Down

$75,523

Down $253,304 (-77%) from 2016

Expenses

Down

$57,493

Down $433 (-0.7%) from 2016

Net Income

Down

$18,030

Down $252,871 (-93%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2017

Assets$970,877
Liabilities$1,288
Net Assets$969,589
Open 2017 Filing

Operations Trend

Revenue Growth2nd 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

2017

Revenue$75,523
Expenses$57,493
Net Income$18,030
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 16, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN D KEDZIORTrustee-$12,630-$12,630
Filing and Contact Details

Filer

Filer Name
Ralph R Mcveen Charitable Trust
EIN
91-2061487
Phone
2162644393
Address
4500 ROCKSIDE ROAD SUITE 440, INDEPENDENCE, OH 44131

Signing Officer

Name
John D Kedzior
Title
Trustee
Phone
2162644393
Signed
2018-07-16
Discuss with paid preparer
Yes

Preparer

Firm
Jlp Cpas LLC
Address
8952 TYLER BLVD, MENTOR, OH 44060-2185
Preparer
Thomas P Judge CPA
Phone
4409741040
Raw XML Appendix333 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/BusinessNameLine1Txt4SAVE A WARRIOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt227 W 12TH STREET
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt052899
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt044997
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01508
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0754
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3K-1: LENDER GROWTH INVESTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4K-1: MEADOWS LENDING, LLC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5K-1: COBBLESTONE LENDING, LLC
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21040
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31058
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4374
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt553
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1141
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22079
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32117
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4748
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5105
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OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01288
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN D KEDZIOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02162644393
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RALPH R MCVEEN CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JOHN D KEDZIOR
ReturnHeader/Filer/BusinessNameControlTxt0RALP
ReturnHeader/Filer/EIN0912061487
ReturnHeader/Filer/PhoneNum02162644393
ReturnHeader/Filer/USAddress/AddressLine1Txt04500 ROCKSIDE ROAD SUITE 440
ReturnHeader/Filer/USAddress/CityNm0INDEPENDENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044131
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E0D5549DADD4B01361EE20AC617CE31A82C393A5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E0D5549DADD4B01361EE20AC617CE31A82C393A5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.58.193.195
ReturnHeader/FilingSecurityInformation/IPDt02018-08-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:58:12
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/PreparationDt02018-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS P JUDGE CPA
ReturnHeader/ReturnTs02018-08-06T10:58:12-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$970,877
Liabilities
$1,288
Net assets
$969,589
Revenue
$75,523
Expenses
$57,493
Net income
$18,030
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
2017Detailed filing. Detailed filing data is available for this year.$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
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