Civic Intelligence

Captain John Winand Tr Fund

990PF • Fiscal year 2020 • EIN 23-2703032

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 26, 2021

Organization Profile
116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

(412) 807-3335

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

48th percentile

2.8%

Higher net margin than 48% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$353

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 16.7% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

48th percentile

0.3%

Faster asset growth than 48% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

124%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$20,393

Up $60 (+0.3%) from 2019

Net Assets

Up

$20,393

Up $60 (+0.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin48th percentile

Revenue

Up

$2,114

Up $1,172 (+124%) from 2019

Expenses

Up

$2,055

Up $186 (+10.0%) from 2019

Net Income

Up

$59

Up $986 (+106%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$40K$30K$20K$10K$0Assets 2018: $21,260Liabilities 2018: $0Net Assets 2018: $21,2602018Assets 2019: $20,333Liabilities 2019: $0Net Assets 2019: $20,3332019Assets 2020: $20,393Liabilities 2020: $0Net Assets 2020: $20,3932020Assets 2021: $24,009Liabilities 2021: $0Net Assets 2021: $24,0092021Assets 2022: $22,103Liabilities 2022: $0Net Assets 2022: $22,1032022Assets 2023: $21,494Liabilities 2023: $0Net Assets 2023: $21,4942023Assets 2024: $33,557Liabilities 2024: $0Net Assets 2024: $33,5572024

Highlighted filing

2020

Assets$20,393
Liabilities$0
Net Assets$20,393
Open 2020 Filing

Operations Trend

Revenue Growth94th percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2018: $2,284Expenses 2018: $1,560Net Income 2018: $7242018Revenue 2019: $942Expenses 2019: $1,869Net Income 2019: -$9272019Revenue 2020: $2,114Expenses 2020: $2,055Net Income 2020: $592020Revenue 2021: $4,009Expenses 2021: $2,065Net Income 2021: $1,9442021Revenue 2022: $1,984Expenses 2022: $3,920Net Income 2022: -$1,9362022Revenue 2023: $1,433Expenses 2023: $2,038Net Income 2023: -$6052023Revenue 2024: $14,197Expenses 2024: $2,157Net Income 2024: $12,0402024

Highlighted filing

2020

Revenue$2,114
Expenses$2,055
Net Income$59
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 26, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$353-$353
Filing and Contact Details

Filer

Filer Name
Captain John Winand Tr Fund
EIN
23-2703032
Phone
4128073335
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
4128073335
Signed
2021-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DR, CHICAGO, IL 60606
Preparer
Jacob J Zehnder
Phone
8445222059
Raw XML Appendix306 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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IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01647
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/QualifyingDistributionsAmt01771
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01531
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01655
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt049
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING ADJ FOR SALES AND TRANS.
TaxesSchedule/TaxesDetail/Amt02
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04128073335
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAPTAIN JOHN WINAND TR FUND
ReturnHeader/Filer/BusinessNameControlTxt0WINA
ReturnHeader/Filer/EIN0232703032
ReturnHeader/Filer/PhoneNum04128073335
ReturnHeader/Filer/USAddress/AddressLine1Txt0116 ALLEGHENY CENTER MALL P8YB3502L
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015212
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 N WACKER DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum08445222059
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACOB J ZEHNDER
ReturnHeader/ReturnTs02021-04-29T22:00:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,393
Liabilities
$0
Net assets
$20,393
Revenue
$2,114
Expenses
$2,055
Net income
$59
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$33.6$0.00$33.6$14.2$2.16$12.0
2023Detailed filing. Detailed filing data is available for this year.$21.5$0.00$21.5$1.43$2.04$0.61
2022Detailed filing. Detailed filing data is available for this year.$22.1$0.00$22.1$1.98$3.92$1.94
2021Detailed filing. Detailed filing data is available for this year.$24.0$0.00$24.0$4.01$2.07$1.94
2020Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$2.11$2.06$0.06
2019Detailed filing. Detailed filing data is available for this year.$20.3$0.00$20.3$0.94$1.87$0.93
2018Detailed filing. Detailed filing data is available for this year.$21.3$0.00$21.3$2.28$1.56$0.72