Civic Intelligence

Jerome M Wolff Memorial Trust

990 • Fiscal year 2014 • EIN 22-6331318

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 19, 2015

Organization ProfileN/A
1600 Market St - Tax DeptPhiladelphia, PA 19103-7240

(412) 768-9969

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

96th percentile

71%

Higher net margin than 96% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

37th percentile

$13,547

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

79th percentile

16%

Faster asset growth than 79% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

97th percentile

280%

Faster revenue growth than 97% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,639,274

Up $230,488 (+16%) from 2013

Net Assets

Up

$1,639,274

Up $230,488 (+16%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin96th percentile

Revenue

Up

$346,247

Up $255,222 (+280%) from 2013

Expenses

Up

$100,070

Up $11,113 (+12%) from 2013

Net Income

Up

$246,177

Up $244,109 (+11804%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,393,749Liabilities 2010: $0Net Assets 2010: $1,393,7492010Assets 2011: $1,389,801Liabilities 2011: $0Net Assets 2011: $1,389,8012011Assets 2012: $1,406,308Liabilities 2012: $0Net Assets 2012: $1,406,3082012Assets 2013: $1,408,786Liabilities 2013: $0Net Assets 2013: $1,408,7862013Assets 2014: $1,639,274Liabilities 2014: $0Net Assets 2014: $1,639,2742014Assets 2015: $1,710,531Liabilities 2015: $0Net Assets 2015: $1,710,5312015Assets 2016: $1,719,286Liabilities 2016: $0Net Assets 2016: $1,719,2862016Assets 2017: $1,792,306Liabilities 2017: $0Net Assets 2017: $1,792,3062017Assets 2018: $1,899,995Liabilities 2018: $0Net Assets 2018: $1,899,9952018Assets 2019: $2,068,645Liabilities 2019: $0Net Assets 2019: $2,068,6452019Assets 2020: $2,194,354Liabilities 2020: $0Net Assets 2020: $2,194,3542020Assets 2021: $2,323,834Liabilities 2021: $0Net Assets 2021: $2,323,8342021Assets 2022: $2,240,819Liabilities 2022: $0Net Assets 2022: $2,240,8192022Assets 2023: $2,190,964Liabilities 2023: $0Net Assets 2023: $2,190,9642023Assets 2024: $2,183,920Liabilities 2024: $0Net Assets 2024: $2,183,9202024

Highlighted filing

2014

Assets$1,639,274
Liabilities$0
Net Assets$1,639,274
Open 2014 Filing

Operations Trend

Revenue Growth97th percentile

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

$400K$200K$0-$200KRevenue 2010: $89,249Expenses 2010: $70,383Net Income 2010: $18,8662010Revenue 2011: $90,957Expenses 2011: $97,771Net Income 2011: -$6,8142011Revenue 2012: $96,616Expenses 2012: $83,202Net Income 2012: $13,4142012Revenue 2013: $91,025Expenses 2013: $88,957Net Income 2013: $2,0682013Revenue 2014: $346,247Expenses 2014: $100,070Net Income 2014: $246,1772014Revenue 2015: $178,543Expenses 2015: $107,288Net Income 2015: $71,2552015Revenue 2016: $111,456Expenses 2016: $102,702Net Income 2016: $8,7542016Revenue 2017: $179,176Expenses 2017: $106,150Net Income 2017: $73,0262017Revenue 2018: $213,652Expenses 2018: $105,968Net Income 2018: $107,6842018Revenue 2019: $265,660Expenses 2019: $97,010Net Income 2019: $168,6502019Revenue 2020: $250,894Expenses 2020: $121,952Net Income 2020: $128,9422020Revenue 2021: $264,460Expenses 2021: $134,802Net Income 2021: $129,6582021Revenue 2022: $66,492Expenses 2022: $149,682Net Income 2022: -$83,1902022Revenue 2023: $66,472Expenses 2023: $117,194Net Income 2023: -$50,7222023Revenue 2024: $120,127Expenses 2024: $127,814Net Income 2024: -$7,6872024

Highlighted filing

2014

Revenue$346,247
Expenses$100,070
Net Income$246,177
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 19, 2015
Return Version
2014v5.0
Gross Receipts
$1,367,188
Mission and Program Overview

Mission

Provide support for the frost valley ymca in claryville, ny

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,408,786$1,639,267▲ $230,481
Investments in Publicly Traded Securities$1,408,786$1,619,325▲ $210,539
Savings and Temporary Cash Investments-$19,949-
Rtn Earn Endowment Incm Other Fnds-$7-
Total Assets$1,408,786$1,639,274▲ $230,488
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,408,786$1,639,274▲ $230,488
Total Liabilities and Net Assets / Fund Balance$1,408,786$1,639,274▲ $230,488
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleBaseTotal
-Co-trustee$13,547$13,547
Robert B Haines EsqCo-trustee$3,728$3,728
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$346,247
Other Revenue
$0
Change in Net Assets
$246,177
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$79,294
Salaries, Compensation, and Employee Benefits$20,662
Other Expenses$114
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$79,294--$79,294
Current Officers, Directors, Trustees, and Key Employees-$20,662-$20,662
All Other Expenses-$114-$114
Total Functional Expenses$79,294$20,776$0$100,070
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Frost Valley YmcaClaryville, NY501(c)(3)General Use of the Organization$79,294
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
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
No
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

“Pnc bank, n. A. As corporate trustee maintaines all necessary data concerning the operation of this public charity [trust] including all financial information. Pnc bank, n. A. As a corporate fiduciary holds all the assets of this public charity. This organization does not have a checking account as all transactions are processed through the trust system of pnc bank, n.a.”

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

“This public charity does not have any committees of its own.”

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

“The form 990 is prepared by pnc bank, n.a. - trustee. A copy is also sent to the co-trustee for review.”

Filing and Contact Details

Filer

Filer Name
Jerome M Wolff Memorial Trust
EIN
22-6331318
Phone
4127689969
Address
1600 MARKET ST - TAX DEPT, PHILADELPHIA, PA 19103-7240

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
4127689969
Signed
2015-11-19

Organization Details

Principal Officer
Lauren Giglione
Formed
1990
Legal Domicile
Nj
Voting Board Members
2
Independent Board Members
2
Employees
0
Supplemental Narrative

Additional Explanations

Description for Making Documents Public

“Copies of form 990 and other documents are available from pnc bank, n .a. - trustee, upon request. Also, form 990 is available through "guidestar".”

Explanation for Form 990, Part XI, Line 9

“Diff between carrying value and tax cost = $-15,690; rounding adjustment = $1”

Raw XML Appendix353 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 JEROME M WOLFF MEMORIAL TRUST MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATION BY HOLDING MEETINGS TO DISCUSS INVESTMENTS AND THE GENERAL OPERATION OF THE TRUST, INCLUDING THE DISBURSEMENT OF FUNDS, TIMING OF GRANTS AND NEEDS OF THE SUPPORTED ORGANIZATION WITHIN THE TERMS OF THE TRUST AGREEMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1IN ADDITION THE JEROME M WOLFF MEMORIAL TRUST PROVIDES MONTHLY STATEMENTS THAT OUTLINE THE HOLDINGS AND ACTIVITIES OF THE TRUST AND THE INFORMATION REQUIRED AS PART OF THE ANNUAL NOTIFICATION REQUIREMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV SECTION D
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV SECTION D
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt079294
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt079294
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL USE OF THE ORGANIZATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FROST VALLEY YMCA
IRS990ScheduleI/RecipientTable/RecipientEIN0221625176
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02000 FROST VALLEY ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CLARYVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd012725
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0IT SHOULD BE NOTED THAT ROBERT B. HAINES, ESQUIRE IS AN OFFICER AND TRUSTEE OF THE FROST VALLEY YMCA.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PNC BANK, N. A. AS CORPORATE TRUSTEE MAINTAINES ALL NECESSARY DATA CONCERNING THE OPERATION OF THIS PUBLIC CHARITY [TRUST] INCLUDING ALL FINANCIAL INFORMATION. PNC BANK, N. A. AS A CORPORATE FIDUCIARY HOLDS ALL THE ASSETS OF THIS PUBLIC CHARITY. THIS ORGANIZATION DOES NOT HAVE A CHECKING ACCOUNT AS ALL TRANSACTIONS ARE PROCESSED THROUGH THE TRUST SYSTEM OF PNC BANK, N.A.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS PUBLIC CHARITY DOES NOT HAVE ANY COMMITTEES OF ITS OWN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PREPARED BY PNC BANK, N.A. - TRUSTEE. A COPY IS ALSO SENT TO THE CO-TRUSTEE FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COPIES OF FORM 990 AND OTHER DOCUMENTS ARE AVAILABLE FROM PNC BANK, N .A. - TRUSTEE, UPON REQUEST. ALSO, FORM 990 IS AVAILABLE THROUGH "GUIDESTAR".
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DIFF BETWEEN CARRYING VALUE AND TAX COST = $-15,690; ROUNDING ADJUSTMENT = $1
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/FormAndLineReferenceDesc3DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0FROST VALLEY YMCA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0221625176
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02000 FROST VALLEY ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CLARYVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd012725
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt079294
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0FROST VALLEY YMCA
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0r
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01408786
IRS990/TotalAssetsEOYAmt01639274
IRS990/TotalAssetsGrp/BOYAmt01408786
IRS990/TotalAssetsGrp/EOYAmt01639274
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020776
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt079294
IRS990/TotalFunctionalExpensesGrp/TotalAmt0100070
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01408786
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01639274
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt079294
IRS990/TotalReportableCompFromOrgAmt017275
IRS990/TotalRevenueGrp/ExclusionAmt0346247
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0346247
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01408786
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01639274
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0620 LIBERTY AVE
IRS990/USAddress/CityNm0PITTSBURGH
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd015222
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04127689969
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEROME M WOLFF MEMORIAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JERO
ReturnHeader/Filer/EIN0226331318
ReturnHeader/Filer/PhoneNum04127689969
ReturnHeader/Filer/USAddress/AddressLine1Txt01600 MARKET ST - TAX DEPT
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0191037240
ReturnHeader/ReturnTs02015-11-19T09:00:45-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,639,274
Liabilities
$0
Net assets
$1,639,274
Revenue
$346,247
Expenses
$100,070
Net income
$246,177
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.12$0.13$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.00$2.19$0.07$0.12$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.00$2.24$0.07$0.15$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.00$2.32$0.26$0.13$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.25$0.12$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$0.27$0.10$0.17
2018Summary only. Only limited summary data is available for this year.$1.90$0.00$1.90$0.21$0.11$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.00$1.79$0.18$0.11$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$0.11$0.10$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.18$0.11$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.35$0.10$0.25
2013Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.09$0.09$0.00
2012Summary only. Only limited summary data is available for this year.$1.41$0.00$1.41$0.10$0.08$0.01
2011Summary only. Only limited summary data is available for this year.$1.39$0.00$1.39$0.09$0.10$0.01
2010Summary only. Only limited summary data is available for this year.$1.39$0.00$1.39$0.09$0.07$0.02