Civic Intelligence

The Trust Under the Will of Anna Derousse

EIN 21-6011253 • 501(c)3 • Pittsburgh, PA

Profile

To provide support to the camden county historical society to serve the educational and civic purposes primarily for the camden county community and secondarily for the state of new jersey

116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

3rd percentile

-115%

Higher net margin than 3% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

43rd percentile

$14,139

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 21.2% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

28th percentile

-3.4%

Faster asset growth than 28% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-78%

Faster revenue growth than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$2,176,375

Down $77,075 (-3.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$2,176,375

Down $77,075 (-3.4%) from 2023

Revenue

Down

$66,614

Down $230,194 (-78%) from 2023

Expenses

Up

$143,198

Up $10,672 (+8.1%) from 2023

Net Income

Down

-$76,584

Down $240,866 (-147%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2020: $2,183,707Liabilities 2020: $0Net Assets 2020: $2,183,7072020Assets 2021: $2,144,828Liabilities 2021: $0Net Assets 2021: $2,144,8282021Assets 2022: $2,087,227Liabilities 2022: $0Net Assets 2022: $2,087,2272022Assets 2023: $2,253,450Liabilities 2023: $0Net Assets 2023: $2,253,4502023Assets 2024: $2,176,375Liabilities 2024: $0Net Assets 2024: $2,176,3752024

Highlighted filing

2024

Assets$2,176,375
Liabilities$0
Net Assets$2,176,375

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2020: $181,984Expenses 2020: $152,461Net Income 2020: $29,5232020Revenue 2021: $121,717Expenses 2021: $159,003Net Income 2021: -$37,2862021Revenue 2022: $105,718Expenses 2022: $163,986Net Income 2022: -$58,2682022Revenue 2023: $296,808Expenses 2023: $132,526Net Income 2023: $164,2822023Revenue 2024: $66,614Expenses 2024: $143,198Net Income 2024: -$76,5842024

Highlighted filing

2024

Revenue$66,614
Expenses$143,198
Net Income-$76,584

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 19, 2023
Return Version
2022v5.0
Gross Receipts
$466,176
Mission and Program Overview

Mission

To provide support to the camden county historical society to serve the educational and civic purposes primarily for the camden county community and secondarily for the state of new jersey

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,144,828$2,087,227▼ $57,601
Investments in Publicly Traded Securities$2,089,976$1,988,040▼ $101,936
Savings and Temporary Cash Investments$54,852$99,187▲ $44,335
Total Assets$2,144,828$2,087,227▼ $57,601
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,144,828$2,087,227▼ $57,601
Total Liabilities and Net Assets / Fund Balance$2,144,828$2,087,227▼ $57,601
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Co-trustee$14,036$14,036
Pnc Bank N aCo-trustee$8,798$8,798

Board Members and Trustees

NameTitle
Chris PerksPresident, Cchs
Robert S ShinnTreasurer, Cchs
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$105,700
Other Revenue
$18
Change in Net Assets
$-58,268
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$139,626
Salaries, Compensation, and Employee Benefits$22,834
Other Expenses$1,526
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$139,626--$139,626
Current Officers, Directors, Trustees, and Key Employees$4,566$18,268-$22,834
Other Expenses-$1,071-$1,071
Fees for Services Management-$455-$455
Total Functional Expenses$144,192$19,794$0$163,986
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Camden County Historical SocietyCollingswood, NJ501(c)(3)To Provide Support to the Camden County Historical Society to Serve the Educational and Civic Purposes Primarily for the Camden County Community and Secondarily for the State of New Jersey$139,626
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
Backup withholding compliance
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

The trust under the will of anna derousse boyer is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on its behalf.

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

The trust under the will of anna derousse boyer is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on its behalf.

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

Pnc bank as co-trustee of the trust under the will of anna derousse boyer arranges for the preparation of the tax return by a third part vendor. A copy of the form 990 is provided to the camden county historical society as co-trustee.

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

The conflict 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 request.

Form 990, Page 6, Part VI, Line 19

The governing documents, the conflict of interest policy, and financial statements are made available to the public upon request,

Filing and Contact Details

Filer

Filer Name
The Trust Under the Will of Anna Derousse
EIN
21-6011253
Phone
4127525604
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a
Title
Tax Manager
Phone
4127525604
Signed
2023-06-19
Discuss with paid preparer
Yes

Organization Details

Formed
1959
Legal Domicile
Nj
Voting Board Members
4
Independent Board Members
2
Employees
0
Volunteers
2

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

2021 transactions posted in 2022 of $3,697.85, less 2022 transactions posted in 2023 of $4,207.97, less wash sale adjustment of $185.32, plus prior year adjustment of $1,767.25 less cost adjustment of $405.99.

Raw XML AppendixShowing 400 of 423 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE OFFICERS OF CAMDEN COUNTY HISTORICAL SOCIETY ARE THE CO-TRUSTEES OF THIS TRUST AND AS SUCH, THIS OVERLAP ASSURES THE ATTENTIVENESS AND RESPONSIVENESS OF THE TRUST TO ITS SUPPORTED ORGANIZATION. THERE ARE REGULAR AND FREQUENT COMMUNICATIONS BETWEEN THE TRUST OFFICER AND INVESTMENT OFFICER OF PNC BANK AND THE CAMDEN COUNTY HISTORICAL SOCIETY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The Trust was established before 11/20/1970 and did not receive any additional contributions, grants, requests, or other transfers on or after that date. The governing instrument requires the trust to distribute all of the net income to a designated public charity and the trustee has no discretion to vary the beneficiaries or the amounts payable to the beneficiaries.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2The trustees, none of which would be disqualified persons to this trust, makes annual written reports to the supported organization with respect to such trust setting forth a description of the assets of the trust including a detailed list of the income produced.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part V, Line 1 (Continued)
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IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0139626
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IRS990ScheduleI/RecipientTable/CashGrantAmt0139626
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE SUPPORT TO THE CAMDEN COUNTY HISTORICAL SOCIETY TO SERVE THE EDUCATIONAL AND CIVIC PURPOSES PRIMARILY FOR THE CAMDEN COUNTY COMMUNITY AND SECONDARILY FOR THE STATE OF NEW JERSEY
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IRS990ScheduleI/RecipientTable/RecipientEIN0216008076
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 378
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0081080378
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUST UNDER THE WILL OF ANNA DEROUSSE BOYER 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
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST UNDER THE WILL OF ANNA DEROUSSE BOYER IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUST UNDER THE WILL OF ANNA DEROUSSE BOYER IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PNC BANK AS CO-TRUSTEE OF THE TRUST UNDER THE WILL OF ANNA DEROUSSE BOYER ARRANGES FOR THE PREPARATION OF THE TAX RETURN BY A THIRD PART VENDOR. A COPY OF THE FORM 990 IS PROVIDED TO THE CAMDEN COUNTY HISTORICAL SOCIETY AS CO-TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT 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 REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt62021 transactions posted in 2022 of $3,697.85, less 2022 transactions posted in 2023 of $4,207.97, less wash sale adjustment of $185.32, plus prior year adjustment of $1,767.25 less cost adjustment of $405.99.
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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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SERVE THE EDUCATIONAL AND CIVIC PURPOSES PRIM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 278
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0COLLINGSWOOD
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IRS990/TerminateOperationsInd0false
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum04127525604
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-19

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