Civic Intelligence

Pennsylvania Trust

990 • Fiscal year 2013 • EIN 23-2254420

Jul 01, 2012 to Jun 30, 2013 • Filed on Jan 25, 2014

Organization ProfileN/A

View Organization Page

90 Lawton Lane17847
Siviq Scores

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

Liabilities / Assets

84th percentile

0.49x

Higher debt load relative to assets than 84% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

85th percentile

21%

Faster asset growth than 85% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$10,085,686

Up $1,742,339 (+21%) from 2012

Net Assets

Up

$5,178,633

Up $248,917 (+5.0%) from 2012

Liabilities

Up

$4,907,053

Up $1,493,422 (+44%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$10,992,570

Up $530,975 (+5.1%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$60M$40M$20M$0Assets 2010: $8,672,232Liabilities 2010: $3,744,853Net Assets 2010: $4,927,3792010Assets 2011: $10,004,205Liabilities 2011: $5,037,764Net Assets 2011: $4,966,4412011Assets 2012: $8,343,347Liabilities 2012: $3,413,631Net Assets 2012: $4,929,7162012Assets 2013: $10,085,686Liabilities 2013: $4,907,053Net Assets 2013: $5,178,6332013Assets 2014: $6,698,400Liabilities 2014: $1,977,822Net Assets 2014: $4,720,5782014Assets 2015: $13,060,242Liabilities 2015: $7,928,628Net Assets 2015: $5,131,6142015Assets 2016: $12,377,327Liabilities 2016: $7,133,924Net Assets 2016: $5,243,4032016Assets 2017: $13,085,431Liabilities 2017: $7,705,949Net Assets 2017: $5,379,4822017Assets 2018: $15,324,875Liabilities 2018: $9,672,502Net Assets 2018: $5,652,3732018Assets 2019: $19,693,501Liabilities 2019: $13,681,068Net Assets 2019: $6,012,4332019Assets 2020: $27,129,965Liabilities 2020: $20,816,079Net Assets 2020: $6,313,8862020Assets 2021: $29,251,635Liabilities 2021: $22,751,422Net Assets 2021: $6,500,2132021Assets 2022: $29,915,680Liabilities 2022: $23,225,219Net Assets 2022: $6,690,4612022Assets 2023: $33,391,159Liabilities 2023: $26,051,886Net Assets 2023: $7,339,2732023Assets 2024: $43,344,532Liabilities 2024: $35,001,320Net Assets 2024: $8,343,2122024

Highlighted filing

2013

Assets$10,085,686
Liabilities$4,907,053
Net Assets$5,178,633
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80M$60M$40M$20M$0-$20MExpenses 2010: $9,231,2312010Revenue 2011: $13,325,569Expenses 2011: $13,286,507Net Income 2011: $39,0622011Expenses 2012: $10,461,5952012Expenses 2013: $10,992,5702013Revenue 2014: $12,450,796Expenses 2014: $12,908,851Net Income 2014: -$458,0552014Revenue 2015: $14,486,125Expenses 2015: $14,075,089Net Income 2015: $411,0362015Revenue 2016: $18,182,587Expenses 2016: $18,070,798Net Income 2016: $111,7892016Revenue 2017: $18,520,223Expenses 2017: $18,384,144Net Income 2017: $136,0792017Revenue 2018: $24,204,658Expenses 2018: $23,931,767Net Income 2018: $272,8912018Revenue 2019: $31,981,909Expenses 2019: $31,621,849Net Income 2019: $360,0602019Revenue 2020: $45,106,875Expenses 2020: $44,805,422Net Income 2020: $301,4532020Revenue 2021: $43,991,823Expenses 2021: $43,805,496Net Income 2021: $186,3272021Revenue 2022: $47,993,677Expenses 2022: $47,803,429Net Income 2022: $190,2482022Revenue 2023: $57,075,284Expenses 2023: $56,426,472Net Income 2023: $648,8122023Revenue 2024: $72,759,397Expenses 2024: $71,755,458Net Income 2024: $1,003,9392024

Highlighted filing

2013

Revenue-
Expenses$10,992,570
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Jan 25, 2014
Return Version
2012v2.1
Gross Receipts
$11,241,487
Mission and Program Overview

Mission

The trust was formed by certain pa public school employee health and welfare trusts for the purpose of facilitating the provision and payment of accident or sickness benefits to employees and/or their dependents.

Filing and Contact Details

Filer

EIN
23-2254420
Raw XML AppendixShowing 400 of 402 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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IRS990ScheduleO/GeneralExplanation/Explanation1THE BOARD OF TRUSTEES HAS DELEGATED THE RESPONSIBILITY OF REVIEWING AND APPROVING FORM 990 BEFORE FILING TO THE TRUST MANAGER.
IRS990ScheduleO/GeneralExplanation/Explanation2GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST TO THE TRUST MANAGER AT 90 LAWTON LANE, MILTON, PA 17847.
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IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear011241487
IRS990/TotalRevenue/ExclusionAmount00
IRS990/TotalRevenuePriorYear010424870
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome011241487
IRS990/TotalRevenue/TotalRevenueColumn011241487
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome00
IRS990/UnrestrictedNetAssets/BOY04929716
IRS990/UnrestrictedNetAssets/EOY05178633
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01983
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0232254420
ReturnHeader/Filer/Name/BusinessNameLine10PENNSYLVANIA TRUST
ReturnHeader/Filer/NameControl0PENN
ReturnHeader/Filer/Phone05705231155
ReturnHeader/Filer/USAddress/AddressLine1090 LAWTON LANE
ReturnHeader/Filer/USAddress/City0MILTON
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode017847
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02014-01-25
ReturnHeader/Officer/Name0CHARLES PETERSON JR
ReturnHeader/Officer/Phone05705231155
ReturnHeader/Officer/Title0TRUST MANAGER
ReturnHeader/Preparer/DatePrepared02014-01-25
ReturnHeader/PreparerFirm/EIN0232932984
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10PARENTEBEARD LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10400 MARKET STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WILLIAMSPORT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode017701
ReturnHeader/Preparer/Name0ANDREW NICHOLS
ReturnHeader/Preparer/Phone05703236023
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$10,085,686
Liabilities
$4,907,053
Net assets
$5,178,633
Revenue
-
Expenses
$10,992,570
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$43.3$35.0$8.34$72.8$71.8$1.00
2023Detailed filing. Detailed filing data is available for this year.$33.4$26.1$7.34$57.1$56.4$0.65
2022Detailed filing. Detailed filing data is available for this year.$29.9$23.2$6.69$48.0$47.8$0.19
2021Detailed filing. Detailed filing data is available for this year.$29.3$22.8$6.50$44.0$43.8$0.19
2020Detailed filing. Detailed filing data is available for this year.$27.1$20.8$6.31$45.1$44.8$0.30
2019Detailed filing. Detailed filing data is available for this year.$19.7$13.7$6.01$32.0$31.6$0.36
2018Detailed filing. Detailed filing data is available for this year.$15.3$9.67$5.65$24.2$23.9$0.27
2017Detailed filing. Detailed filing data is available for this year.$13.1$7.71$5.38$18.5$18.4$0.14
2016Detailed filing. Detailed filing data is available for this year.$12.4$7.13$5.24$18.2$18.1$0.11
2015Detailed filing. Detailed filing data is available for this year.$13.1$7.93$5.13$14.5$14.1$0.41
2014Detailed filing. Detailed filing data is available for this year.$6.70$1.98$4.72$12.5$12.9$0.46
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$4.91$5.18$11.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.34$3.41$4.93$10.5
2011Summary only. Only limited summary data is available for this year.$10.0$5.04$4.97$13.3$13.3$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.67$3.74$4.93$9.23