Civic Intelligence

Lawrence Academy Trust

EIN 04-6080408 • 4947(a)1 • Pittsburgh, PA

Profile

Provide financial assistance to lawrence academy.

500 First Ave P7-pfsc-03-zPittsburgh, PA 15219

n/A

Siviq Scores

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

Liabilities / Assets

90th percentile

0.00x

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

4947(a)1 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

0.00x

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

4947(a)1 • <$500k nonprofits • Source year 2024

Net Margin

70th percentile

29%

Higher net margin than 70% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Source year 2024

Top Officer Pay

87th percentile

$5,735

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 29.7% of source-year revenue.

4947(a)1 • <$500k nonprofits • Source year 2024

Asset Growth

73rd percentile

1.6%

Faster asset growth than 73% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

140%

Faster revenue growth than 86% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$360,052

Up $5,541 (+1.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$360,052

Up $5,541 (+1.6%) from 2023

Operations
Liabilities / Revenue92nd percentileNet Margin70th percentile

Revenue

Up

$19,298

Up $11,264 (+140%) from 2023

Expenses

Up

$13,638

Up $1,451 (+12%) from 2023

Net Income

Up

$5,660

Up $9,813 (+236%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

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

$400K$300K$200K$100K$0Assets 2013: $269,107Liabilities 2013: $0Net Assets 2013: $269,1072013Assets 2014: $280,581Liabilities 2014: $0Net Assets 2014: $280,5812014Assets 2015: $290,103Liabilities 2015: $0Net Assets 2015: $290,1032015Assets 2016: $291,846Liabilities 2016: $0Net Assets 2016: $291,8462016Assets 2017: $301,957Liabilities 2017: $0Net Assets 2017: $301,9572017Assets 2018: $317,263Liabilities 2018: $0Net Assets 2018: $317,2632018Assets 2019: $352,914Liabilities 2019: $0Net Assets 2019: $352,9142019Assets 2020: $351,215Liabilities 2020: $0Net Assets 2020: $351,2152020Assets 2021: $369,662Liabilities 2021: $0Net Assets 2021: $369,6622021Assets 2022: $358,356Liabilities 2022: $0Net Assets 2022: $358,3562022Assets 2023: $354,511Liabilities 2023: $0Net Assets 2023: $354,5112023Assets 2024: $360,052Liabilities 2024: $0Net Assets 2024: $360,0522024

Highlighted filing

2024

Assets$360,052
Liabilities$0
Net Assets$360,052
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

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

$60K$40K$20K$0-$20KRevenue 2013: $26,528Expenses 2013: $7,641Net Income 2013: $18,8872013Revenue 2014: $21,198Expenses 2014: $8,548Net Income 2014: $12,6502014Revenue 2015: $18,326Expenses 2015: $8,807Net Income 2015: $9,5192015Revenue 2016: $9,409Expenses 2016: $7,668Net Income 2016: $1,7412016Revenue 2017: $19,224Expenses 2017: $9,112Net Income 2017: $10,1122017Revenue 2018: $25,405Expenses 2018: $10,099Net Income 2018: $15,3062018Revenue 2019: $47,124Expenses 2019: $11,472Net Income 2019: $35,6522019Revenue 2020: $10,878Expenses 2020: $11,897Net Income 2020: -$1,0192020Revenue 2021: $30,222Expenses 2021: $11,817Net Income 2021: $18,4052021Revenue 2022: $1,779Expenses 2022: $13,236Net Income 2022: -$11,4572022Revenue 2023: $8,034Expenses 2023: $12,187Net Income 2023: -$4,1532023Revenue 2024: $19,298Expenses 2024: $13,638Net Income 2024: $5,6602024

Highlighted filing

2024

Revenue$19,298
Expenses$13,638
Net Income$5,660
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$360,052
Liabilities
$0
Net assets
$360,052
Revenue
$19,298
Expenses
$13,638
Net income
$5,660
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.19$0.14$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.08$0.12$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.02$0.13$0.11
2021Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.30$0.12$0.18
2020Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.11$0.12$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.47$0.11$0.36
2018Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.25$0.10$0.15
2017Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.19$0.09$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.09$0.08$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.18$0.09$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.21$0.09$0.13
2013Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.27$0.08$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 12, 2025
Return Version
2024v5.1
Gross Receipts
$106,545
Mission and Program Overview

Mission

Provide financial assistance to lawrence academy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds-$360,052-
Rtn Earn Endowment Incm Other Fnds$354,511--
Investments in Publicly Traded Securities$344,224$345,806▲ $1,582
Savings and Temporary Cash Investments$10,287$14,246▲ $3,959
Total Assets$354,511$360,052▲ $5,541
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$354,511$360,052▲ $5,541
Total Liabilities and Net Assets / Fund Balance$354,511$360,052▲ $5,541
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleBaseTotal
-Trustee$5,735$5,735
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$19,298
Other Revenue
$0
Change in Net Assets
$5,660
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$7,696
Salaries, Compensation, and Employee Benefits$5,735
Other Expenses$207
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$7,696--$7,696
Current Officers, Directors, Trustees, and Key Employees$1,147$4,588-$5,735
Other Expenses$70$30-$70
Total Functional Expenses$8,913$4,725$0$13,638
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Lawrence Academy at GrotonGroton, MA501(c)(3)Education Purposes$7,696
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“Lawrence academy trust has no written policy regarding documentation of meetings and written actions of its governing body.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“Lawrence academy trust has no written policy regarding documentation of meetings and written actions of its governing body nor committees with authority to act on its behalf.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Pnc bank, n. A. As sole trustee of the trust arranges for the preparation of the trust's tax returns and engages a third party for this preparation.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“The confict of interest policy of pnc charitable trust requires an annual affirmation that it has been received, read, understood, and agreed to be complied with. In addition, the policy requires an annual disclosure of the existence and nature of any affiliation in which a party would be considered an interested person under the policy.”

Form 990, Page 6, Part VI, Line 18

“Form 990 and related financial statements are made available through requests”

Form 990, Page 6, Part VI, Line 19

“Form 990 and related financial statements are made available through request. The governing documents and conflict of interest policy are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Lawrence Academy Trust
EIN
04-6080408
Phone
4122094730
Address
500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219

Signing Officer

Name
Pnc Bank N a
Title
Tax Manager
Phone
4122094730
Signed
2025-04-12
Discuss with paid preparer
Yes

Organization Details

Formed
1949
Legal Domicile
Ma
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Jason Belot
Phone
3302555814
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“2024 transactions posted in 2024: $403; 2024 transactions posted in 2025: ($382); return of capital adjustment: ($58); PY return of capital adjustment: ($79); adjustment to income: ($3)”

Raw XML Appendix346 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.

Path#Value
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IRS990/DisregardedEntityInd0false
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01949
IRS990/FormerOfcrEmployeesListedInd0false
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IRS990/GainOrLossGrp/SecuritiesAmt08997
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt07696
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt07696
IRS990/GrantsToDomesticOrgsGrp/TotalAmt07696
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt096244
IRS990/GrossReceiptsAmt0106545
IRS990/GroupReturnForAffiliatesInd0false
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IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt010301
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010301
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0344224
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0345806
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt087247
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0PROVIDE FINANCIAL ASSISTANCE TO LAWRENCE ACADEMY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0354511
IRS990/NetAssetsOrFundBalancesEOYAmt0360052
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt08997
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08997
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization4947a1NotPFInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0true
IRS990/OtherChangesInNetAssetsAmt0-119
IRS990/OtherExpensesGrp/Desc0Foreign Taxes on Qualified Dividend
IRS990/OtherExpensesGrp/Desc1Foreign Taxes on Non Qualified Divi
IRS990/OtherExpensesGrp/Desc2State Filing Fees
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0107
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt130
IRS990/OtherExpensesGrp/ProgramServicesAmt070
IRS990/OtherExpensesGrp/TotalAmt0107
IRS990/OtherExpensesGrp/TotalAmt130
IRS990/OtherExpensesGrp/TotalAmt270
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0A LAUGHLIN CO PNC BANK NA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt07060
IRS990/PYInvestmentIncomeAmt08034
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IRS990/PYRevenuesLessExpensesAmt0-4153
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IRS990/PYTotalExpensesAmt012187
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IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt05660
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
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IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PROVIDED SUPPORT TO LAWRENCE ACADEMY AT GROTON WHO IF NOT FOR OUR SUPPORT, AS AN ORGANIZATION THAT WOULD NORMALLY BE ENGAGED IN THE ACTIVITIES OF AN ACADEMY FOR LEARNING.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE LAWRENCE ACADEMY TRUST MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATION BY HAVING MEETINGS TO ABOUT THE INVESTMENTS AND THE GENERAL OPERATIONS OF THE TRUST, DISBURSING FUNDS ONLY TO THE NAMED ORGANIZATION AS DIRECTED BY THE TRUST INSTRUMENT, AND PROVIDING STATEMENTS OF HOLDINGS AND TRANSACTIONS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2WHILE THE SUPPORTED ORGANIZATION RELIES ON THE EXPERIENCE AND EXPERTISE OF THE INSTITUTIONAL TRUSTEE TO INVEST AND MANAGE THE INVESTMENTS IN THE TRUST, DUE TO THE CLOSE AND CONTINUOUS RELATIONSHIP, THE SUPPORTED ORGANIZATION HAS A SIGNIFICANT VOICE IN THE INVESTMENT DECISIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SECTION E, LINES 2A, 2B
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SECTION D, LINE 3
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LAWRENCE ACADEMY AT GROTON
IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATION PURPOSES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE LAWRENCE ACADEMY AT GROTON
IRS990ScheduleI/RecipientTable/RecipientEIN0042105775
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt026 POWDERHOUSE ROAD
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0LAWRENCE ACADEMY TRUST IS A TRUST FUND THAT DISBURSES FUNDS ONLY TO QUALIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUST'S GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LAWRENCE ACADEMY TRUST HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LAWRENCE ACADEMY TRUST HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY NOR COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PNC BANK, N. A. AS SOLE TRUSTEE OF THE TRUST ARRANGES FOR THE PREPARATION OF THE TRUST'S TAX RETURNS AND ENGAGES A THIRD PARTY FOR THIS PREPARATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFICT OF INTEREST POLICY OF PNC CHARITABLE TRUST REQUIRES AN ANNUAL AFFIRMATION THAT IT HAS BEEN RECEIVED, READ, UNDERSTOOD, AND AGREED TO BE COMPLIED WITH. IN ADDITION, THE POLICY REQUIRES AN ANNUAL DISCLOSURE OF THE EXISTENCE AND NATURE OF ANY AFFILIATION IN WHICH A PARTY WOULD BE CONSIDERED AN INTERESTED PERSON UNDER THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUESTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt62024 transactions posted in 2024: $403; 2024 transactions posted in 2025: ($382); return of capital adjustment: ($58); PY return of capital adjustment: ($79); adjustment to income: ($3)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/ReturnTs02025-04-21T15:01:31-04:00
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ReturnHeader/TaxPeriodEndDt02024-12-31
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