Civic Intelligence

Trust UW Edwin Swift Balch

990PF • Fiscal year 2010 • EIN 23-6217024

Jan 01, 2010 to Dec 31, 2010 • Filed on May 13, 2011

Organization ProfileN/A
1525 W Wt Harris Blvd D1114-04428288
Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

2010 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

78th percentile

$38,374

Higher top officer pay than 78% of similar nonprofits.

2010 filings • $5M-$10M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets5th percentile

Assets

$6,560,888

No earlier filing loaded for comparison.

Net Assets

$6,560,888

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$402,888

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $6,560,888Liabilities 2010: $0Net Assets 2010: $6,560,8882010Assets 2012: $6,599,279Liabilities 2012: $0Net Assets 2012: $6,599,2792012Assets 2014: $6,327,171Liabilities 2014: $0Net Assets 2014: $6,327,1712014Assets 2015: $6,034,853Liabilities 2015: $0Net Assets 2015: $6,034,8532015Assets 2016: $7,991,590Liabilities 2016: $0Net Assets 2016: $7,991,5902016Assets 2020: $7,728,611Liabilities 2020: $0Net Assets 2020: $7,728,6112020Assets 2021: $7,706,983Liabilities 2021: $0Net Assets 2021: $7,706,9832021Assets 2022: $7,350,862Liabilities 2022: $0Net Assets 2022: $7,350,8622022

Highlighted filing

2010

Assets$6,560,888
Liabilities$0
Net Assets$6,560,888
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $402,8882010Expenses 2012: $448,0712012Revenue 2014: $362,871Expenses 2014: $450,746Net Income 2014: -$87,8752014Revenue 2015: $150,199Expenses 2015: $466,485Net Income 2015: -$316,2862015Revenue 2016: $2,377,706Expenses 2016: $422,630Net Income 2016: $1,955,0762016Revenue 2020: $586,555Expenses 2020: $526,192Net Income 2020: $60,3632020Revenue 2021: $547,497Expenses 2021: $568,615Net Income 2021: -$21,1182021Revenue 2022: $199,791Expenses 2022: $554,257Net Income 2022: -$354,4662022

Highlighted filing

2010

Revenue-
Expenses$402,888
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
May 13, 2011
Return Version
2010v3.2
Mission and Program Overview

Mission

For the general operation and the continued support of all Balch Institute related activities within the Historical Society of PA.

Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrusteeFT$38,374-$38,374
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHISTORICAL SOCIETY OF PAGENERAL SUPPORTPUBLIC CHARITYPHILADELPHIA, PA, US$357,554
Filing and Contact Details

Filer

EIN
23-6217024
Raw XML Appendix352 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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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10CHUCK SEKERKE CONTROLLER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0PHILADELPHIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0191075699
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0357554
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0346412
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0346412
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10103006
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2077980
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0206941
IRS990PF/UndistributedIncome/ExcessFromCurrentYear025955
IRS990PF/UndistributedIncome/ExcessFromYear10103006
IRS990PF/UndistributedIncome/ExcessFromYear2077980
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102008
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0372367
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus025955
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0206941
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0180986
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherDecreasesSchedule/OtherDecreases/Amount084903
OtherDecreasesSchedule/OtherDecreases/Description0ADJUST FOR CHANGE OF RECORD KEEPING FROM BOOK TO COST
OtherIncomeSchedule2/OtherIncome/Description0US REFUND
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome00
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0791
TaxesSchedule/Taxes/Amount01239
TaxesSchedule/Taxes/Amount1501
TaxesSchedule/Taxes/Category0FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/Taxes/Category1FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome01239
TaxesSchedule/Taxes/NetInvestmentIncome1501
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0236217024
ReturnHeader/Filer/Name/BusinessNameLine10BALCH EDWIN SWIFT DECD TW
ReturnHeader/Filer/NameControl0BALC
ReturnHeader/Filer/Phone03367478186
ReturnHeader/Filer/USAddress/AddressLine101525 W WT HARRIS BLVD D1114-044
ReturnHeader/Filer/USAddress/City0CHARLOTTE
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028288
ReturnHeader/Officer/DateSigned02011-05-13
ReturnHeader/Officer/Name0WELLS FARGO BANK NA
ReturnHeader/Officer/Phone03367478186
ReturnHeader/Officer/Title0Trustee
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02009-10-15T15:15:33+05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,560,888
Liabilities
$0
Net assets
$6,560,888
Revenue
-
Expenses
$402,888
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$7.35$0.00$7.35$0.20$0.55$0.35
2021Detailed filing. Detailed filing data is available for this year.$7.71$0.00$7.71$0.55$0.57$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.73$0.00$7.73$0.59$0.53$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.99$0.00$7.99$2.38$0.42$1.96
2015Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$0.15$0.47$0.32
2014Detailed filing. Detailed filing data is available for this year.$6.33$0.00$6.33$0.36$0.45$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.60$0.00$6.60$0.45
2010Detailed filing. Detailed filing data is available for this year.$6.56$0.00$6.56$0.40
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2010 filings • 501(c)3 • $5M-$10M nonprofits