Civic Intelligence

Philadelphia Ethical Society Endowment

EIN 23-6217023 • 4947(a)1 • Philadelphia, PA

Profile

Invest and disburse the endowment fund for the philadelphia ethical society, a 501(c)3) organization

1906 S Rittenhouse SquarePhiladelphia, PA 19103

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

11th percentile

-42%

Higher net margin than 11% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

35th percentile

-1.9%

Faster asset growth than 35% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

-1.6%

Faster revenue growth than 34% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$503,205

Down $9,560 (-1.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$503,205

Down $9,560 (-1.9%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin11th percentile

Revenue

Down

$22,857

Down $381 (-1.6%) from 2023

Expenses

Up

$32,468

Up $11,503 (+55%) from 2023

Net Income

Down

-$9,611

Down $11,884 (-523%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2013: $377,010Net Assets 2013: $377,0102013Assets 2014: $375,375Net Assets 2014: $375,3752014Assets 2015: $493,180Liabilities 2015: $0Net Assets 2015: $493,1802015Assets 2016: $491,602Net Assets 2016: $491,6022016Assets 2017: $487,639Net Assets 2017: $487,6392017Assets 2018: $488,682Liabilities 2018: $0Net Assets 2018: $488,6822018Assets 2019: $487,957Net Assets 2019: $487,9572019Assets 2020: $485,383Net Assets 2020: $485,3832020Assets 2021: $499,948Net Assets 2021: $499,9482021Assets 2022: $510,920Liabilities 2022: $0Net Assets 2022: $510,9202022Assets 2023: $512,765Liabilities 2023: $0Net Assets 2023: $512,7652023Assets 2024: $503,205Liabilities 2024: $0Net Assets 2024: $503,2052024

Highlighted filing

2024

Assets$503,205
Liabilities$0
Net Assets$503,205
Open 2024 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2013: $13,157Expenses 2013: $15,198Net Income 2013: -$2,0412013Revenue 2014: $14,422Expenses 2014: $16,057Net Income 2014: -$1,6352014Revenue 2015: $136,112Expenses 2015: $18,307Net Income 2015: $117,8052015Revenue 2016: $10,837Expenses 2016: $12,415Net Income 2016: -$1,5782016Revenue 2017: $10,788Expenses 2017: $14,751Net Income 2017: -$3,9632017Revenue 2018: $14,959Expenses 2018: $13,916Net Income 2018: $1,0432018Revenue 2019: $12,480Expenses 2019: $13,480Net Income 2019: -$1,0002019Revenue 2020: $15,578Expenses 2020: $18,231Net Income 2020: -$2,6532020Revenue 2021: $44,648Expenses 2021: $30,093Net Income 2021: $14,5552021Revenue 2022: $37,502Expenses 2022: $26,222Net Income 2022: $11,2802022Revenue 2023: $23,238Expenses 2023: $20,965Net Income 2023: $2,2732023Revenue 2024: $22,857Expenses 2024: $32,468Net Income 2024: -$9,6112024

Highlighted filing

2024

Revenue$22,857
Expenses$32,468
Net Income-$9,611
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$503,205
Liabilities
$0
Net assets
$503,205
Revenue
$22,857
Expenses
$32,468
Net income
-$9,611
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.23$0.32$0.10
2023Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.23$0.21$0.02
2022Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.38$0.26$0.11
2021Detailed filing. Detailed filing data is available for this year.$5.00$5.00$0.45$0.30$0.15
2020Detailed filing. Detailed filing data is available for this year.$4.85$4.85$0.16$0.18$0.03
2019Detailed filing. Detailed filing data is available for this year.$4.88$4.88$0.12$0.13$0.01
2018Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.15$0.14$0.01
2017Detailed filing. Detailed filing data is available for this year.$4.88$4.88$0.11$0.15$0.04
2016Detailed filing. Detailed filing data is available for this year.$4.92$4.92$0.11$0.12$0.02
2015Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$1.36$0.18$1.18
2014Detailed filing. Detailed filing data is available for this year.$3.75$3.75$0.14$0.16$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.77$3.77$0.13$0.15$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Sep 11, 2024
Return Version
2023v5.1
Gross Receipts
$53,124
Mission and Program Overview

Mission

Invest and disburse the endowment fund for the philadelphia ethical society, a 501(c)3) organization

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$512,765$503,205▼ $9,560
Investments in Publicly Traded Securities$480,343$468,965▼ $11,378
Cash and Non-Interest-Bearing Accounts$32,422$34,240▲ $1,818
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$512,765$503,205▼ $9,560
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$512,765$503,205▼ $9,560
Total Liabilities and Net Assets / Fund Balance$512,765$503,205▼ $9,560
Compensation and Service Providers
Top Officer Pay58th percentile

Board Members and Trustees

NameTitle
Argent Trust CompanyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$22,857
Other Revenue
$0
Change in Net Assets
$-9,611
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$24,891
Other Expenses$7,577
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$24,891--$24,891
Fees for Service Investment Mgmnt Fees-$6,776-$6,776
Fees for Services Accounting-$725-$725
Other Expenses-$76-$76
Total Functional Expenses$24,891$7,577$0$32,468
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Philadelphia Ethical SocietyPhiladelphia, PA-Charitable$24,891
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 9

“Chelsea klepzig, argent trust company, na 500 e. Reynolds, ruston, la 71270 (318) 251-5818”

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Philadelphia Ethical Society Endowment
EIN
23-6217023
Phone
2157353456
Address
1906 S RITTENHOUSE SQUARE, PHILADELPHIA, PA 19103

Signing Officer

Name
Charlene Hoffman
Title
Trustee
Signed
2024-09-11
Discuss with paid preparer
Yes

Organization Details

Formed
1927
Legal Domicile
Pa
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Heckman & Laudeman LLC
Address
PO BOX 347 400 PINEBROOK PLACE SUIT, ORWIGSBURG, PA 17961
Preparer
David C Laudeman CPA
Phone
5703668509
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Difference betwen posting date and tax date = $51”

Raw XML AppendixShowing 400 of 412 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DIFFERENCE BETWEN POSTING DATE AND TAX DATE = $51
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ReturnHeader/BuildTS02024-08-08 14:25:15Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLENE HOFFMAN
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