Civic Intelligence

Captain John Winand Tr Fund

990PF • Fiscal year 2024 • EIN 23-2703032

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 29, 2025

Organization Profile
500 First Ave P7-pfsc-03-zPittsburgh, PA 15219

(412) 807-5594

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

96th percentile

85%

Higher net margin than 96% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

80th percentile

$526

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

88th percentile

56%

Faster asset growth than 88% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

891%

Faster revenue growth than 98% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$33,557

Up $12,063 (+56%) from 2023

Net Assets

Up

$33,557

Up $12,063 (+56%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin96th percentile

Revenue

Up

$14,197

Up $12,764 (+891%) from 2023

Expenses

Up

$2,157

Up $119 (+5.8%) from 2023

Net Income

Up

$12,040

Up $12,645 (+2090%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth88th 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

2024

Assets$33,557
Liabilities$0
Net Assets$33,557
Open 2024 Filing

Operations Trend

Revenue Growth98th 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

2024

Revenue$14,197
Expenses$2,157
Net Income$12,040
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 29, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$526-$526
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantZOE DOSIER C/O PNC BANK NASCHOLARSHIPIPITTSBURGH, PA, US$1,621
Filing and Contact Details

Filer

Filer Name
Captain John Winand Tr Fund
EIN
23-2703032
Phone
4128075594
Address
500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219

Signing Officer

Name
Pnc Bank N a
Title
Tax Manager
Phone
4128075594
Signed
2025-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Jason Belot
Phone
3302555814
Raw XML Appendix345 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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0April 15 annually
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01621
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ZOE DOSIER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0C/O PNC BANK NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0500 FIRST AVE P7-PFSC-03-Z
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PITTSBURGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd015219
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01621
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0210
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01621
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02162
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/QualifyingDistributionsAmt01831
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01952
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01621
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ANONYMOUS DONOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PNC BANK NA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0FIRST AVE PP
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd015219
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt011570
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt011420
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc02,000 shares Federated Kaufmann Fund Class R
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-07-09
IRS990ScheduleB/Organization4947a1TrtdPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt023
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02023 TRANSACTION POSTED IN 2024
OtherIncreasesSchedule/OtherIncreasesDetail/Amt046
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02024 TRANSACTION POSTED IN 2025
TaxesSchedule/TaxesDetail/Amt08
TaxesSchedule/TaxesDetail/Amt12
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum04128075594
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAPTAIN JOHN WINAND TR FUND
ReturnHeader/Filer/BusinessNameControlTxt0WINA
ReturnHeader/Filer/EIN0232703032
ReturnHeader/Filer/PhoneNum04128075594
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 FIRST AVE P7-PFSC-03-Z
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015219
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 ONE PPG PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum03302555814
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON BELOT
ReturnHeader/ReturnTs02025-05-02T09:01:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,557
Liabilities
$0
Net assets
$33,557
Revenue
$14,197
Expenses
$2,157
Net income
$12,040
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