Civic Intelligence

Philadelphia Ethical Society Endowment Fund Td 1519030529 150

990EZ • Fiscal year 2017 • EIN 23-6217023

Jun 01, 2016 to May 31, 2017 • Filed on Oct 20, 2017

1906 S Rittenhouse SquarePhiladelphia, PA 19103

(215) 735-3456

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

12th percentile

-37%

Higher net margin than 12% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

79th percentile

$2,458

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 22.8% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

43rd percentile

-0.8%

Faster asset growth than 43% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

46th percentile

-0.5%

Faster revenue growth than 46% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$487,639

Down $3,963 (-0.8%) from 2016

Net Assets

Down

$487,639

Down $3,963 (-0.8%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$10,788

Down $49 (-0.5%) from 2016

Expenses

Up

$14,751

Up $2,336 (+19%) from 2016

Net Income

Down

-$3,963

Down $2,385 (-151%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$487,639
Liabilities-
Net Assets$487,639

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$10,788
Expenses$14,751
Net Income-$3,963
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Oct 20, 2017
Return Version
2016v3.0
Gross Receipts
$94,009
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
INVEST AND DISBURSE THE ENDOWMENT FUND FOR THE PHILADELPHIA ETHICAL SOCIETY, A 501(C)3) ORGANIZATION$10,927-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARGENT TRUST COMPANYTrustee-$2,458-$2,458
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
2017-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Heckman & Laudeman LLC
Address
PO BOX 347 400 PINEBROOK PLACE SUIT, ORWIGSBURG, PA 17961-0347
Preparer
David C Laudeman CPA
Phone
5703668509
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: GENERAL OBLIGATIONS | Donee's Name: PHILADLPHIA ETHICAL SOCIETY | Donee's Address: 1906 S. RITTENHOUSE SQUARE PHILADELPHIA PA 19103 | Cash Amount Given: $10927

Other Expenses.1

Difference tax & income cash $127

Other Expenses.2

FOREIGN TAXES $39

Raw XML Appendix189 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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ReturnHeader/ReturnTs02017-10-20T06:07:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings