Civic Intelligence

John H Wanner Trust 45785

990PF • Fiscal year 2014 • EIN 23-6201204

Oct 01, 2013 to Sep 30, 2014 • Filed on Jan 16, 2015

Organization Profile
Pnc Bank 620 Liberty Avenue No 10FL15222-2705

(412) 762-3792

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

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

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

Top Officer Pay

43rd percentile

$3,648

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

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

Asset Growth

94th percentile

56%

Faster asset growth than 94% 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

Up

$3,612,875

Up $1,299,809 (+56%) from 2013

Net Assets

Up

$3,612,875

Up $1,299,809 (+56%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin97th percentile

Revenue

$1,470,529

No earlier filing loaded for comparison.

Expenses

Up

$170,720

Up $23,898 (+16%) from 2013

Net Income

$1,299,809

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $2,324,631Liabilities 2012: $0Net Assets 2012: $2,324,6312012Assets 2013: $2,313,066Liabilities 2013: $0Net Assets 2013: $2,313,0662013Assets 2014: $3,612,875Liabilities 2014: $0Net Assets 2014: $3,612,8752014Assets 2015: $3,625,639Liabilities 2015: $0Net Assets 2015: $3,625,6392015Assets 2016: $3,546,524Liabilities 2016: $0Net Assets 2016: $3,546,5242016Assets 2017: $3,473,860Liabilities 2017: $0Net Assets 2017: $3,473,8602017Assets 2018: $3,558,854Liabilities 2018: $0Net Assets 2018: $3,558,8542018Assets 2019: $3,827,731Liabilities 2019: $0Net Assets 2019: $3,827,7312019Assets 2020: $3,712,668Liabilities 2020: $0Net Assets 2020: $3,712,6682020Assets 2021: $3,824,597Liabilities 2021: $0Net Assets 2021: $3,824,5972021Assets 2022: $3,740,715Liabilities 2022: $0Net Assets 2022: $3,740,7152022Assets 2023: $3,583,699Liabilities 2023: $0Net Assets 2023: $3,583,6992023Assets 2024: $3,543,021Liabilities 2024: $0Net Assets 2024: $3,543,0212024Assets 2025: $3,694,853Liabilities 2025: $0Net Assets 2025: $3,694,8532025

Highlighted filing

2014

Assets$3,612,875
Liabilities$0
Net Assets$3,612,875
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2012: $144,0952012Expenses 2013: $146,8222013Revenue 2014: $1,470,529Expenses 2014: $170,720Net Income 2014: $1,299,8092014Revenue 2015: $222,387Expenses 2015: $185,808Net Income 2015: $36,5792015Revenue 2016: $109,195Expenses 2016: $186,424Net Income 2016: -$77,2292016Revenue 2017: $105,848Expenses 2017: $176,852Net Income 2017: -$71,0042017Revenue 2018: $269,423Expenses 2018: $183,468Net Income 2018: $85,9552018Revenue 2019: $467,646Expenses 2019: $201,324Net Income 2019: $266,3222019Revenue 2020: $78,004Expenses 2020: $193,974Net Income 2020: -$115,9702020Revenue 2021: $308,945Expenses 2021: $195,682Net Income 2021: $113,2632021Revenue 2022: $139,819Expenses 2022: $226,922Net Income 2022: -$87,1032022Revenue 2023: $52,695Expenses 2023: $210,984Net Income 2023: -$158,2892023Revenue 2024: $171,893Expenses 2024: $210,570Net Income 2024: -$38,6772024Revenue 2025: $336,707Expenses 2025: $185,803Net Income 2025: $150,9042025

Highlighted filing

2014

Revenue$1,470,529
Expenses$170,720
Net Income$1,299,809
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Jan 16, 2015
Return Version
2013v4.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$3,648-$3,648
Filing and Contact Details

Filer

EIN
23-6201204
Phone
4127623792

Signing Officer

Name
Dale W Kohser
Title
Assistant Vice President
Phone
4127623792
Signed
2015-01-16
Raw XML Appendix308 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS-FIXED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MUTUAL FUNDS-EQUITY
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0178413
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03622605
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PNC BANK NA
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0165556
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FINANCIAL SUPPORT TO THE UNIVERSITY OF PENNSYLVANIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10UNIVERSITY OF PENNSYLVANIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine103451 WALNUT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode019104
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0165556
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/AppliedToCurrentYearAmt0182
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0165556
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0163282
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0165738
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0163100
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0165556
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt050474
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0LIMITED PARTNERSHIP
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MAINTENANCE OF ENDOWMENT OF WEST LAUREL HILL CEMETERY
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0125
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt04234
OtherIncomeSchedule2/OtherIncomeDetail/Desc0LINN ENERGY LLC - PARTNERSHIP DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04234
TaxesSchedule/TaxesDetail/Amt01156
TaxesSchedule/TaxesDetail/Amt1235
TaxesSchedule/TaxesDetail/CategoryTxt09/30/14 EXCISE TAX ESTIMATES
TaxesSchedule/TaxesDetail/CategoryTxt19/30/13 EXCISE TAX BALANCE DUE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DALE W KOHSER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04127623792
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-16
ReturnHeader/Filer/BusinessName/BusinessNameLine10JOHN H WANNER # 6
ReturnHeader/Filer/BusinessNameControlTxt0WANN
ReturnHeader/Filer/EIN0236201204
ReturnHeader/Filer/PhoneNum04127623792
ReturnHeader/Filer/USAddress/AddressLine10PNC BANK 620 LIBERTY AVENUE NO 10
ReturnHeader/Filer/USAddress/AddressLine20FL
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0152222705
ReturnHeader/ReturnTs02015-01-15T09:14:36-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
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
$3,612,875
Liabilities
$0
Net assets
$3,612,875
Revenue
$1,470,529
Expenses
$170,720
Net income
$1,299,809
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.34$0.19$0.15
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.54$0.00$3.54$0.17$0.21$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.58$0.00$3.58$0.05$0.21$0.16
2022Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.14$0.23$0.09
2021Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.31$0.20$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.71$0.00$3.71$0.08$0.19$0.12
2019Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.47$0.20$0.27
2018Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.27$0.18$0.09
2017Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.11$0.18$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.55$0.00$3.55$0.11$0.19$0.08
2015Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.22$0.19$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$1.47$0.17$1.30
2013Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.15
2012Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.14