Civic Intelligence

Baumeister Reichard Trust Fund

990PF • Fiscal year 2014 • EIN 23-2137301

Nov 01, 2013 to Oct 31, 2014 • Filed on Dec 02, 2014

Organization Profile
Pnc Bank Na 620 Liberty Avenue No10thfl15222

(412) 762-0861

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

3rd percentile

-170%

Higher net margin than 3% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

53rd percentile

$41,693

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 43.9% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

18th percentile

-5.2%

Faster asset growth than 18% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$2,954,641

Down $161,270 (-5.2%) from 2013

Net Assets

Down

$2,954,641

Down $161,270 (-5.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin3rd percentile

Revenue

$94,912

No earlier filing loaded for comparison.

Expenses

Up

$256,182

Up $20,937 (+8.9%) from 2013

Net Income

-$161,270

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,486,703Liabilities 2010: $0Net Assets 2010: $3,486,7032010Assets 2011: $3,455,592Liabilities 2011: $0Net Assets 2011: $3,455,5922011Assets 2012: $3,324,614Liabilities 2012: $0Net Assets 2012: $3,324,6142012Assets 2013: $3,115,911Liabilities 2013: $0Net Assets 2013: $3,115,9112013Assets 2014: $2,954,641Liabilities 2014: $0Net Assets 2014: $2,954,6412014Assets 2015: $2,927,617Liabilities 2015: $0Net Assets 2015: $2,927,6172015Assets 2016: $2,848,649Liabilities 2016: $0Net Assets 2016: $2,848,6492016Assets 2017: $2,712,209Liabilities 2017: $0Net Assets 2017: $2,712,2092017Assets 2018: $4,322,132Liabilities 2018: $0Net Assets 2018: $4,322,1322018Assets 2019: $4,179,556Liabilities 2019: $0Net Assets 2019: $4,179,5562019Assets 2020: $4,025,528Liabilities 2020: $0Net Assets 2020: $4,025,5282020Assets 2021: $4,096,158Liabilities 2021: $0Net Assets 2021: $4,096,1582021Assets 2022: $3,884,695Liabilities 2022: $0Net Assets 2022: $3,884,6952022Assets 2023: $3,754,282Liabilities 2023: $0Net Assets 2023: $3,754,2822023Assets 2024: $4,368,323Liabilities 2024: $0Net Assets 2024: $4,368,3232024

Highlighted filing

2014

Assets$2,954,641
Liabilities$0
Net Assets$2,954,641
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $296,8142010Expenses 2011: $222,6752011Expenses 2012: $248,1092012Expenses 2013: $235,2452013Revenue 2014: $94,912Expenses 2014: $256,182Net Income 2014: -$161,2702014Revenue 2015: $208,181Expenses 2015: $269,711Net Income 2015: -$61,5302015Revenue 2016: $186,748Expenses 2016: $265,957Net Income 2016: -$79,2092016Revenue 2017: $117,199Expenses 2017: $253,637Net Income 2017: -$136,4382017Revenue 2018: $1,886,042Expenses 2018: $275,370Net Income 2018: $1,610,6722018Revenue 2019: $130,409Expenses 2019: $276,353Net Income 2019: -$145,9442019Revenue 2020: $114,034Expenses 2020: $267,071Net Income 2020: -$153,0372020Revenue 2021: $354,350Expenses 2021: $282,633Net Income 2021: $71,7172021Revenue 2022: $96,006Expenses 2022: $307,410Net Income 2022: -$211,4042022Revenue 2023: $148,965Expenses 2023: $278,567Net Income 2023: -$129,6022023Revenue 2024: $873,318Expenses 2024: $258,773Net Income 2024: $614,5452024

Highlighted filing

2014

Revenue$94,912
Expenses$256,182
Net Income-$161,270
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2013 to Oct 31, 2014
Signed
Dec 2, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NACo-TrusteePT$41,693-$41,693
GLENN J MASAKOWSKICo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantARCHDIOCESE OF PHILADELPHIAFOR THE GENERAL USE OF THE ORGANIZATIONPCPHILADELPHIA, PA, US$212,757
Filing and Contact Details

Filer

EIN
23-2137301
Phone
4127620861

Signing Officer

Name
John W Alrutz
Title
Assistant Vice President
Phone
4127620861
Signed
2014-12-02
Raw XML Appendix305 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt03225469
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCKS
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt01110239
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-161270
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt043425
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-7677
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0233849
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01299
IRS990PF/DistributableAmountGrp/TotalTaxAmt01299
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PNC BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GLENN J MASAKOWSKI
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10620 LIBERTY AVENUE 10TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0PITTSBURGH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode015222
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10PNC BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04127620861
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0212757
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOR THE GENERAL USE OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10ARCHDIOCESE OF PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10222 NORTH 17TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode019103
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0212757
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04169
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0212757
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0232550
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0216926
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0228381
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0212757
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0134
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CLASS ACTION PROCEEDS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0134
TaxesSchedule/TaxesDetail/Amt01732
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED EXCISE TAX PAID FOR 10/31/14
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN W ALRUTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04127620861
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-02
ReturnHeader/Filer/BusinessName/BusinessNameLine10BAUMEISTER REICHARD TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0BAUM
ReturnHeader/Filer/EIN0232137301
ReturnHeader/Filer/PhoneNum04127620861
ReturnHeader/Filer/USAddress/AddressLine10PNC BANK NA 620 LIBERTY AVENUE NO
ReturnHeader/Filer/USAddress/AddressLine2010THFL
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode015222
ReturnHeader/ReturnTs02014-12-02T13:06:56-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-11-01
ReturnHeader/TaxPeriodEndDt02014-10-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,954,641
Liabilities
$0
Net assets
$2,954,641
Revenue
$94,912
Expenses
$256,182
Net income
-$161,270
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.87$0.26$0.61
2023Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.15$0.28$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.10$0.31$0.21
2021Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.35$0.28$0.07
2020Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.11$0.27$0.15
2019Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.13$0.28$0.15
2018Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$1.89$0.28$1.61
2017Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.12$0.25$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.19$0.27$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.21$0.27$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.09$0.26$0.16
2013Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.24
2012Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.25
2011Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.22
2010Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.30