Civic Intelligence

Robert N Carson 1

990 • Fiscal year 2020 • EIN 23-6205871

Jan 01, 2020 to Dec 31, 2020 • Filed on May 05, 2021

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

(412) 807-3902

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

15th percentile

-37%

Higher net margin than 15% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

38th percentile

$39,347

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

78th percentile

19%

Faster asset growth than 78% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2017 to 2020

Revenue Growth

14th percentile

-36%

Faster revenue growth than 14% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2017 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$7,905,155

Up $3,270,518 (+71%) from 2017

Net Assets

Up

$7,905,155

Up $3,270,518 (+71%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin15th percentile

Revenue

Down

$873,102

Down $2,507,360 (-74%) from 2017

Expenses

Down

$1,195,007

Down $2,269,642 (-66%) from 2017

Net Income

Down

-$321,905

Down $237,718 (-282%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$10M$5.0M$0Assets 2010: $5,130,839Liabilities 2010: $0Net Assets 2010: $5,130,8392010Assets 2011: $5,038,226Liabilities 2011: $0Net Assets 2011: $5,038,2262011Assets 2012: $4,912,924Liabilities 2012: $0Net Assets 2012: $4,912,9242012Assets 2013: $4,979,670Liabilities 2013: $0Net Assets 2013: $4,979,6702013Assets 2014: $4,482,353Liabilities 2014: $0Net Assets 2014: $4,482,3532014Assets 2015: $4,733,255Liabilities 2015: $0Net Assets 2015: $4,733,2552015Assets 2016: $4,718,824Liabilities 2016: $0Net Assets 2016: $4,718,8242016Assets 2017: $4,634,637Liabilities 2017: $0Net Assets 2017: $4,634,6372017Assets 2020: $7,905,155Liabilities 2020: $0Net Assets 2020: $7,905,1552020Assets 2021: $8,125,030Liabilities 2021: $0Net Assets 2021: $8,125,0302021Assets 2022: $8,284,991Liabilities 2022: $0Net Assets 2022: $8,284,9912022Assets 2023: $8,226,283Liabilities 2023: $0Net Assets 2023: $8,226,2832023Assets 2024: $8,202,422Liabilities 2024: $0Net Assets 2024: $8,202,4222024

Highlighted filing

2020

Assets$7,905,155
Liabilities$0
Net Assets$7,905,155
Open 2020 Filing

Operations Trend

Revenue Growth14th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $642,2152010Expenses 2011: $280,8322011Expenses 2012: $279,9732012Revenue 2013: $299,953Expenses 2013: $233,207Net Income 2013: $66,7462013Revenue 2014: $661,268Expenses 2014: $1,056,565Net Income 2014: -$395,2972014Revenue 2015: $517,834Expenses 2015: $267,169Net Income 2015: $250,6652015Revenue 2016: $224,053Expenses 2016: $238,244Net Income 2016: -$14,1912016Revenue 2017: $3,380,462Expenses 2017: $3,464,649Net Income 2017: -$84,1872017Revenue 2020: $873,102Expenses 2020: $1,195,007Net Income 2020: -$321,9052020Revenue 2021: $612,286Expenses 2021: $390,072Net Income 2021: $222,2142021Revenue 2022: $393,755Expenses 2022: $236,860Net Income 2022: $156,8952022Revenue 2023: $151,303Expenses 2023: $216,340Net Income 2023: -$65,0372023Revenue 2024: $280,366Expenses 2024: $289,711Net Income 2024: -$9,3452024

Highlighted filing

2020

Revenue$873,102
Expenses$1,195,007
Net Income-$321,905
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 5, 2021
Return Version
2020v4.0
Gross Receipts
$2,683,809
Mission and Program Overview

Mission

Financial support of the carson valley school

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$30,055$7,905,155▲ $7,875,100
Investments Other Securities-$7,904,383-
Cap Stk Tr Prin Current Funds$7,249,179--
Investments in Publicly Traded Securities$6,293,164--
Land, Buildings, and Equipment, Net$955,904--
Savings and Temporary Cash Investments$30,163$1,083▼ $29,080
Cash and Non-Interest-Bearing Accounts-$-311-
Total Assets$7,279,234$7,905,155▲ $625,921
Other Assets Total$3--
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,279,234$7,905,155▲ $625,921
Total Liabilities and Net Assets / Fund Balance$7,279,234$7,905,155▲ $625,921

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$84,933--
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$39,347$39,347
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$873,102
Other Revenue
$0
Change in Net Assets
$-321,905
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$975,000
Other Expenses$180,660
Salaries, Compensation, and Employee Benefits$39,347
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$975,000--$975,000
Fees for Services Legal-$124,415-$124,415
All Other Expenses-$56,245-$56,245
Current Officers, Directors, Trustees, and Key Employees-$39,347-$39,347
Total Functional Expenses$975,000$220,007$0$1,195,007
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Carson Valley SchoolFlourtown, PA501(c)(3)General Financial Support$975,000
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

“Robert n carson 1 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

“Robert n carson 1 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 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 charitiable 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 and from guidestar.org. The governing documents and conflict of interest policy are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Robert N Carson 1
EIN
23-6205871
Phone
4128073902
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
4128073902
Signed
2021-05-05
Discuss with paid preparer
Yes

Organization Details

Formed
1907
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DR, CHICAGO, IL 60606
Preparer
Jacob J Zehnder
Phone
8445222059
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“This difference are the funds the beneficiary did not actually receive. They were to paid off loans for the school.”

Raw XML AppendixShowing 400 of 476 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Carson Valley School created this trust to benefit the school and appointed an outside trustee. Trustee administers the trust per the trust document and communicates with the supported organization regarding purpose of the trust and use of trust funds. Trustee further provides quarterly and yearly statements and other notices as appropriate and necessary.
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IRS990ScheduleD/OtherSecuritiesGrp/Desc068278803 BARON SMALL CAP FUND INSTI
IRS990ScheduleD/OtherSecuritiesGrp/Desc1XXX-XX-XXXX FIDELITY REAL ESTATE ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc2XXX-XX-XXXX SEAFARER OVERSEAS GROWTH
IRS990ScheduleD/OtherSecuritiesGrp/Desc3XXX-XX-XXXX OAKMARK INTL SM CAP-INST
IRS990ScheduleD/OtherSecuritiesGrp/Desc4XXX-XX-XXXX WCM FOCUSED INTL GROWTH-I
IRS990ScheduleD/OtherSecuritiesGrp/Desc5XXX-XX-XXXX ISHARES RUSSELL MID-CAP G
IRS990ScheduleD/OtherSecuritiesGrp/Desc6XXX-XX-XXXX MFS EMERGING MKTS DEBT FD
IRS990ScheduleD/OtherSecuritiesGrp/Desc7XXX-XX-XXXX T ROWE PRICE GROWTH STOCK
IRS990ScheduleD/OtherSecuritiesGrp/Desc8XXX-XX-XXXX T ROWE PRICE VALUE FD INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc9XXX-XX-XXXX WASATCH INTL OPPORTUNIT-I
IRS990ScheduleD/OtherSecuritiesGrp/Desc10XXX-XX-XXXX L.O.C. NOTE I/A/O $2,750,
IRS990ScheduleD/OtherSecuritiesGrp/Desc11XXX-XX-XXXX COLLATERAL FOR XXX-XX-XXXX
IRS990ScheduleD/OtherSecuritiesGrp/Desc12XXX-XX-XXXX PROM NOTE I/A/O $4,675,00
IRS990ScheduleD/OtherSecuritiesGrp/Desc13XXX-XX-XXXX LAUREL HILL CEM CO LOT 15
IRS990ScheduleD/OtherSecuritiesGrp/Desc14XXX-XX-XXXX LAUREL HILL CEM LOT 98 BR
IRS990ScheduleD/OtherSecuritiesGrp/Desc15XXX-XX-XXXX 75.621 ACRES 1419 BETHLEH
IRS990ScheduleD/OtherSecuritiesGrp/Desc16XXX-XX-XXXX VACANT LOT AT 19 W. WISSA
IRS990ScheduleD/OtherSecuritiesGrp/Desc17XXX-XX-XXXX 15 W WISSAHICKON AVENUE M
IRS990ScheduleD/OtherSecuritiesGrp/Desc1800769G543 CAMBIAR INTL EQUITY FUND-
IRS990ScheduleD/OtherSecuritiesGrp/Desc1909260B309 BLACKROCK CORE BOND PORTF
IRS990ScheduleD/OtherSecuritiesGrp/Desc2046090E103 INVESCO QQQ TRUST ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc2146432F842 ISHARES CORE MSCI EAFE ET
IRS990ScheduleD/OtherSecuritiesGrp/Desc2252106N459 LAZARD GLOBAL LISTED INFR
IRS990ScheduleD/OtherSecuritiesGrp/Desc2374256W584 PRINCIPAL MIDCAP FUND-R6
IRS990ScheduleD/OtherSecuritiesGrp/Desc2474440Y884 PGIM HIGH YIELD FUND CLAS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2577958B105 T ROWE PRICE INSTITUTIONA
IRS990ScheduleD/OtherSecuritiesGrp/Desc2689154Q562 TOUCHSTONE SANDS EM GR-IN
IRS990ScheduleD/OtherSecuritiesGrp/Desc2789609H704 TRIBUTARY SMALL COMPANY F
IRS990ScheduleD/OtherSecuritiesGrp/Desc2897717X669 WISDOMTREE U.S. QUALITY D
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd27C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd28C
IRS990ScheduleD/TotalBookValueSecuritiesAmt07904383
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0975000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL FINANCIAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CARSON VALLEY SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0231352623
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01419 BETHLEHEM PIKE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FLOURTOWN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd019031
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ROBERT N CARSON 1 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
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROBERT N CARSON 1 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/ExplanationTxt1ROBERT N CARSON 1 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 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 CHARITIABLE 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 AND FROM GUIDESTAR.ORG. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THIS DIFFERENCE ARE THE FUNDS THE BENEFICIARY DID NOT ACTUALLY RECEIVE. THEY WERE TO PAID OFF LOANS FOR THE SCHOOL.
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/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0231352623
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01419 BETHLEHAM PIKE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0FLOURTOWN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0975000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CARSON VALLEY SCHOOL

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$7,905,155
Liabilities
$0
Net assets
$7,905,155
Revenue
$873,102
Expenses
$1,195,007
Net income
-$321,905
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.20$0.00$8.20$0.28$0.29$0.01
2023Detailed filing. Detailed filing data is available for this year.$8.23$0.00$8.23$0.15$0.22$0.07
2022Detailed filing. Detailed filing data is available for this year.$8.28$0.00$8.28$0.39$0.24$0.16
2021Detailed filing. Detailed filing data is available for this year.$8.13$0.00$8.13$0.61$0.39$0.22
2020Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$0.87$1.20$0.32
2017Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$3.38$3.46$0.08
2016Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.22$0.24$0.01
2015Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.52$0.27$0.25
2014Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.66$1.06$0.40
2013Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.30$0.23$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.91$0.00$4.91$0.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.04$0.00$5.04$0.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.13$0.00$5.13$0.64