Civic Intelligence

The Waldo Trust

990PF • Fiscal year 2020 • EIN 13-7102854

Nov 01, 2019 to Oct 31, 2020 • Filed on Feb 25, 2021

Organization Profile
PO Box 185Pittsburgh, PA 15230-0185

(914) 289-3020

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

1st percentile

-13883%

Higher net margin than 1% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

15th percentile

-63%

Faster revenue growth than 15% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $197,688 (-100%) from 2019

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin1st percentile

Revenue

Down

$1,424

Down $2,477 (-63%) from 2019

Expenses

Up

$199,112

Up $194,090 (+3865%) from 2019

Net Income

Down

-$197,688

Down $196,567 (-17535%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,206,995Liabilities 2011: $02011Assets 2012: $1,081,233Liabilities 2012: $02012Assets 2013: $986,646Liabilities 2013: $02013Assets 2014: $2,769,090Liabilities 2014: $02014Assets 2015: $1,073,983Liabilities 2015: $02015Assets 2019: $197,688Liabilities 2019: $02019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth15th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $74,759Expenses 2011: $154,291Net Income 2011: -$79,5322011Revenue 2012: $61,018Expenses 2012: $186,780Net Income 2012: -$125,7622012Revenue 2013: $82,356Expenses 2013: $174,207Net Income 2013: -$91,8512013Revenue 2014: $2,024,903Expenses 2014: $242,369Net Income 2014: $1,782,5342014Revenue 2015: $104,109Expenses 2015: $5,103,108Net Income 2015: -$4,998,9992015Revenue 2019: $3,901Expenses 2019: $5,022Net Income 2019: -$1,1212019Revenue 2020: $1,424Expenses 2020: $199,112Net Income 2020: -$197,6882020

Highlighted filing

2020

Revenue$1,424
Expenses$199,112
Net Income-$197,688
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2019 to Oct 31, 2020
Signed
Feb 25, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
The Waldo Trust
EIN
13-7102854
Phone
9142893020
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
9142893020
Signed
2021-02-25
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Raw XML Appendix291 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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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0Attachment to Form 990PF Part VIII, Column (b) Title and Average
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0The compensation reported in column (b) paid to BNY Mellon, N.A. as Corporate Trustee is calculated based on market value and current fee schedule. It is not determined on an hourly basis. Corporate Trustee services include administrativeresponsibilities, grant requirements, recordkeeping, investment management, income collection, statement and accounting services, and regulatory reporting.
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IRS990PF/FinalReturnInd0X
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0199002
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0190326
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05847774
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05657448
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0NON-ALLOCABLE LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt04050
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04050
LiquidationExplanationStmt/ExplanationTxt0DURING THE CURRENT YEAR THE FOUNDATION MADE DISTRIBUTIONS IN TERMINATION AS SHOWN IN PART XV. THESE DISTRIBUTIONS DO CONSTITUTE A FINAL DISTRIBUTION OF THE FOUNDATIONS ASSETS.
TaxesSchedule/TaxesDetail/Amt031
TaxesSchedule/TaxesDetail/Amt179
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STAGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09142893020
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WALDO TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WALD
ReturnHeader/Filer/EIN0137102854
ReturnHeader/Filer/PhoneNum09142893020
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 185
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152300185
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWN P HANLON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-02-25T17:00:09-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-11-01
ReturnHeader/TaxPeriodEndDt02020-10-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$1,424
Expenses
$199,112
Net income
-$197,688
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.20$0.20
2019Summary only. Only limited summary data is available for this year.$0.20$0.00$0.00$0.01$0.00
2015Summary only. Only limited summary data is available for this year.$1.07$0.00$0.10$5.10$5.00
2014Summary only. Only limited summary data is available for this year.$2.77$0.00$2.02$0.24$1.78
2013Summary only. Only limited summary data is available for this year.$0.99$0.00$0.08$0.17$0.09
2012Summary only. Only limited summary data is available for this year.$1.08$0.00$0.06$0.19$0.13
2011Summary only. Only limited summary data is available for this year.$1.21$0.00$0.07$0.15$0.08