Civic Intelligence

Martha B Lummis Trust

990PF • Fiscal year 2017 • EIN 22-6135742

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 29, 2018

116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

(412) 762-0861

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

78th percentile

$1,077

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

53rd percentile

2.5%

Faster asset growth than 53% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

181%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$227,757

Up $5,643 (+2.5%) from 2016

Net Assets

Up

$227,757

Up $5,643 (+2.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$23,238

Up $14,957 (+181%) from 2016

Expenses

Up

$17,596

Up $9,519 (+118%) from 2016

Net Income

Up

$5,642

Up $5,438 (+2666%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2014: $222,038Liabilities 2014: $02014Assets 2015: $221,912Liabilities 2015: $0Net Assets 2015: $221,9122015Assets 2016: $222,114Liabilities 2016: $0Net Assets 2016: $222,1142016Assets 2017: $227,757Liabilities 2017: $0Net Assets 2017: $227,7572017Assets 2018: $224,200Liabilities 2018: $0Net Assets 2018: $224,2002018Assets 2019: $327,608Liabilities 2019: $0Net Assets 2019: $327,6082019Assets 2020: $318,381Liabilities 2020: $0Net Assets 2020: $318,3812020Assets 2021: $379,832Liabilities 2021: $0Net Assets 2021: $379,8322021Assets 2022: $347,558Liabilities 2022: $0Net Assets 2022: $347,5582022Assets 2023: $324,344Liabilities 2023: $0Net Assets 2023: $324,3442023Assets 2024: $324,480Liabilities 2024: $0Net Assets 2024: $324,4802024

Highlighted filing

2017

Assets$227,757
Liabilities$0
Net Assets$227,757

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2014: $26,697Expenses 2014: $9,459Net Income 2014: $17,2382014Revenue 2015: $11,817Expenses 2015: $11,943Net Income 2015: -$1262015Revenue 2016: $8,281Expenses 2016: $8,077Net Income 2016: $2042016Revenue 2017: $23,238Expenses 2017: $17,596Net Income 2017: $5,6422017Revenue 2018: $14,480Expenses 2018: $18,038Net Income 2018: -$3,5582018Revenue 2019: $121,466Expenses 2019: $18,059Net Income 2019: $103,4072019Revenue 2020: $11,118Expenses 2020: $19,712Net Income 2020: -$8,5942020Revenue 2021: $79,452Expenses 2021: $18,023Net Income 2021: $61,4292021Revenue 2022: -$10,697Expenses 2022: $21,854Net Income 2022: -$32,5512022Revenue 2023: -$5,326Expenses 2023: $18,111Net Income 2023: -$23,4372023Revenue 2024: $18,080Expenses 2024: $17,850Net Income 2024: $2302024

Highlighted filing

2017

Revenue$23,238
Expenses$17,596
Net Income$5,642
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 29, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$1,077-$1,077
Filing and Contact Details

Filer

Filer Name
Martha B Lummis
EIN
22-6135742
Phone
4127620861
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
4127620861
Signed
2018-04-29
Raw XML Appendix290 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS - FIXED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MUTUAL FUNDS - EQUITY
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1182341
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0216
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt016444
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016538
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016660
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt016322
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt016444
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJ FOR ROUNDING TRANSACTIONS AND SALES
TaxesSchedule/TaxesDetail/Amt074
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04127620861
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARTHA B LUMMIS
ReturnHeader/Filer/BusinessNameControlTxt0LUMM
ReturnHeader/Filer/EIN0226135742
ReturnHeader/Filer/PhoneNum04127620861
ReturnHeader/Filer/USAddress/AddressLine1Txt0116 ALLEGHENY CENTER MALL P8YB3502L
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015212
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03BB8C0E9FEC78F69228AD1801D614A994052CE46
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01CC7BA5074E8AB1797D9DE59A1DFA746CF600023
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0161.150.240.2
ReturnHeader/ReturnTs02018-05-03T09:00:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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