Civic Intelligence

Emily H Taylor

990 • Fiscal year 2021 • EIN 23-6200981

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 11, 2022

Organization ProfileN/A
116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

(412) 762-7089

Siviq Scores

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

Liabilities / Assets

89th percentile

0.00x

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

2021 filings • 4947(a)1 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

90th percentile

0.00x

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

2021 filings • 4947(a)1 • <$500k nonprofits • Source year 2021

Net Margin

91st percentile

82%

Higher net margin than 91% of similar nonprofits.

2021 filings • 4947(a)1 • <$500k nonprofits • Source year 2021

Top Officer Pay

35th percentile

$261

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2021 filings • 4947(a)1 • <$500k nonprofits • Source year 2021

Asset Growth

98th percentile

19%

Faster asset growth than 98% of similar nonprofits.

2021 filings • 4947(a)1 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

592%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • 4947(a)1 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$496,712

Up $78,707 (+19%) from 2020

Net Assets

Up

$496,712

Up $78,707 (+19%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin91st percentile

Revenue

Up

$96,535

Up $82,577 (+592%) from 2020

Expenses

Down

$17,600

Down $5,204 (-23%) from 2020

Net Income

Up

$78,935

Up $87,781 (+992%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$600K$400K$200K$0Assets 2011: $321,363Liabilities 2011: $0Net Assets 2011: $321,3632011Assets 2012: $312,301Liabilities 2012: $0Net Assets 2012: $312,3012012Assets 2013: $306,657Liabilities 2013: $0Net Assets 2013: $306,6572013Assets 2014: $299,398Liabilities 2014: $0Net Assets 2014: $299,3982014Assets 2016: $282,143Liabilities 2016: $0Net Assets 2016: $282,1432016Assets 2017: $274,563Liabilities 2017: $0Net Assets 2017: $274,5632017Assets 2018: $425,503Liabilities 2018: $0Net Assets 2018: $425,5032018Assets 2019: $426,853Liabilities 2019: $0Net Assets 2019: $426,8532019Assets 2020: $418,005Liabilities 2020: $0Net Assets 2020: $418,0052020Assets 2021: $496,712Liabilities 2021: $0Net Assets 2021: $496,7122021Assets 2022: $518,576Liabilities 2022: $0Net Assets 2022: $518,5762022Assets 2023: $509,997Liabilities 2023: $0Net Assets 2023: $509,9972023Assets 2024: $503,793Liabilities 2024: $0Net Assets 2024: $503,7932024Assets 2025: $512,860Liabilities 2025: $0Net Assets 2025: $512,8602025

Highlighted filing

2021

Assets$496,712
Liabilities$0
Net Assets$496,712
Open 2021 Filing

Operations Trend

Revenue Growth97th percentile

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

$200K$150K$100K$50K$0-$50KExpenses 2011: $17,3032011Expenses 2012: $17,4812012Expenses 2013: $18,7142013Revenue 2014: $10,511Expenses 2014: $17,770Net Income 2014: -$7,2592014Revenue 2016: $7,380Expenses 2016: $20,880Net Income 2016: -$13,5002016Revenue 2017: $13,824Expenses 2017: $21,403Net Income 2017: -$7,5792017Revenue 2018: $172,224Expenses 2018: $21,284Net Income 2018: $150,9402018Revenue 2019: $22,198Expenses 2019: $20,848Net Income 2019: $1,3502019Revenue 2020: $13,958Expenses 2020: $22,804Net Income 2020: -$8,8462020Revenue 2021: $96,535Expenses 2021: $17,600Net Income 2021: $78,9352021Revenue 2022: $41,393Expenses 2022: $19,963Net Income 2022: $21,4302022Revenue 2023: $13,541Expenses 2023: $22,064Net Income 2023: -$8,5232023Revenue 2024: $16,469Expenses 2024: $22,613Net Income 2024: -$6,1442024Revenue 2025: $31,486Expenses 2025: $22,423Net Income 2025: $9,0632025

Highlighted filing

2021

Revenue$96,535
Expenses$17,600
Net Income$78,935
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 11, 2022
Return Version
2020v4.1
Gross Receipts
$312,682
Mission and Program Overview

Mission

Financial support to the philadelphia yearly meeting.

Financial support for philadelphia yearly meeting of friends

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$457$496,712▲ $496,255
Investments Other Securities-$492,719-
Cap Stk Tr Prin Current Funds$417,548--
Investments in Publicly Traded Securities$417,259--
Savings and Temporary Cash Investments$746$3,993▲ $3,247
Total Assets$418,005$496,712▲ $78,707
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$418,005$496,712▲ $78,707
Total Liabilities and Net Assets / Fund Balance$418,005$496,712▲ $78,707

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$10,075--
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleBaseTotal
-Trustee$261$261
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$26,185
Other Revenue
$70,350
Change in Net Assets
$78,935
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$17,215
Salaries, Compensation, and Employee Benefits$261
Other Expenses$124
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$17,215--$17,215
Current Officers, Directors, Trustees, and Key Employees-$261-$261
All Other Expenses-$124-$124
Total Functional Expenses$17,215$385$0$17,600
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Philadelphia Yearly Meeting of FriendsPhiladelphia, PA501(c)(3)Financial Support to the Philadelphia Meeting of Friends$17,215
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
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
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
Yes
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

“The emily taylor charitable trust is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on its behalf.”

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

“The emily taylor charitable trust is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on its behalf.”

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

“Pnc bank as sole trustee of the emily taylor charitable trust prepares the tax returns for this trust, thus form 990 is prepared by the governing body.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“The conflict of interest policy of pnc charitable trust requires an annual affirmation that it has been received, read, understood, and agreed to be complied with. In addition, the policy requires an annual disclosure of the existence and nature of any affiliation in which a party would be considered an interested person under the policy.”

Form 990, Page 6, Part VI, Line 18

“Form 990 and related financial statements are made available through request.”

Form 990, Page 6, Part VI, Line 19

“Form 990 and related financial statements are made available through request. The governing documents and conflict of interest policy are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Emily H Taylor
EIN
23-6200981
Phone
4127627089
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
4127627089
Signed
2022-03-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erika Eggler
Formed
1929
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Eric W Coursey
Phone
8445222059
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Return of capital adjustment ($75.92), 2019 transactions posted in 2020 $160.73, 2020 transactions posted in 2021 ($311.04), rounding adj for sales and transactions ($ -2.00)”

Raw XML AppendixShowing 400 of 446 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 EMILY H TAYLOR TRUST MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATIONS BY DISCUSSING INVESTMENTS AND GENERAL OPERATIONS OF THE TRUST, IN ADDITION TO PROVIDING STATEMENTS THAT OUTLINE THE HOLDINGS AND ACTIVITIES OF THE TRUST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The Trust was established before 11/20/1970 and did not receive any additional contributions, grants, requests, or other transfers on or after that date. The governing instrument requires the trust to distribute all of the net income to a designated public charity and the trustee has not discretion to vary the beneficiaries or the amounts payable to the beneficiaries.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2The trustees, none of which would be disqualified persons to this trust, makes annual written reports to the supported organization with respect to such trust setting forth a description of the assets of the trust including a detailed list of the income produced.
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IRS990ScheduleI/RecipientTable/CashGrantAmt017215
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FINANCIAL SUPPORT TO THE PHILADELPHIA MEETING OF FRIENDS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PHILADELPHIA YEARLY MEETING OF FRIENDS
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE EMILY H TAYLOR TRUST IS A TRUST FUND THAT DISBURSES FUNDS ONLY TO QUALIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUST'S GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EMILY TAYLOR CHARITABLE TRUST IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EMILY TAYLOR CHARITABLE TRUST IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PNC BANK AS SOLE TRUSTEE OF THE EMILY TAYLOR CHARITABLE TRUST PREPARES THE TAX RETURNS FOR THIS TRUST, THUS FORM 990 IS PREPARED BY THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY OF PNC CHARITABLE TRUST REQUIRES AN ANNUAL AFFIRMATION THAT IT HAS BEEN RECEIVED, READ, UNDERSTOOD, AND AGREED TO BE COMPLIED WITH. IN ADDITION, THE POLICY REQUIRES AN ANNUAL DISCLOSURE OF THE EXISTENCE AND NATURE OF ANY AFFILIATION IN WHICH A PARTY WOULD BE CONSIDERED AN INTERESTED PERSON UNDER THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6RETURN OF CAPITAL ADJUSTMENT ($75.92), 2019 TRANSACTIONS POSTED IN 2020 $160.73, 2020 TRANSACTIONS POSTED IN 2021 ($311.04), ROUNDING ADJ FOR SALES AND TRANSACTIONS ($ -2.00)
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/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORT OF THE QUAKER FAITH
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IRS990ScheduleR/SharingOfFacilitiesInd0false
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$496,712
Liabilities
$0
Net assets
$496,712
Revenue
$96,535
Expenses
$17,600
Net income
$78,935
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.31$0.22$0.09
2024Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.16$0.23$0.06
2023Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.14$0.22$0.09
2022Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.41$0.20$0.21
2021Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.97$0.18$0.79
2020Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.14$0.23$0.09
2019Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.22$0.21$0.01
2018Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$1.72$0.21$1.51
2017Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.14$0.21$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.07$0.21$0.14
2014Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.11$0.18$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.07$0.00$3.07$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.12$0.00$3.12$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.21$0.00$3.21$0.17