Civic Intelligence

Trust UW Edwin Swift Balch

990 • Fiscal year 2013 • EIN 23-6217024

Jan 01, 2013 to Dec 31, 2013 • Filed on May 14, 2014

Organization ProfileN/A
1525 W Wt Harris Blvd D1114-04428262

(800) 352-3705

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

7th percentile

0.00x

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

5th percentile

-59%

Higher net margin than 5% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

39th percentile

$87,100

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 29.1% of source-year revenue.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

26th percentile

-2.6%

Faster asset growth than 26% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets6th percentile

Assets

Down

$6,428,832

Down $170,447 (-2.6%) from 2012

Net Assets

Down

$6,428,832

Down $170,447 (-2.6%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin5th percentile

Revenue

$298,898

No earlier filing loaded for comparison.

Expenses

Up

$474,024

Up $25,953 (+5.8%) from 2012

Net Income

-$175,126

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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 2013: $6,428,832Liabilities 2013: $0Net Assets 2013: $6,428,8322013Assets 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

2013

Assets$6,428,832
Liabilities$0
Net Assets$6,428,832
Open 2013 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 2013: $298,898Expenses 2013: $474,024Net Income 2013: -$175,1262013Revenue 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

2013

Revenue$298,898
Expenses$474,024
Net Income-$175,126
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 14, 2014
Return Version
2013v3.1
Gross Receipts
$937,552
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$6,316,241$5,865,784▼ $450,457
Cash and Non-Interest-Bearing Accounts$283,038$563,048▲ $280,010
Total Assets$6,599,279$6,428,832▼ $170,447
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$6,599,279$6,428,832▼ $170,447
Total Net Assets Fund Balance$6,599,279$6,428,832▼ $170,447
Total Liabilities and Net Assets / Fund Balance$6,599,279$6,428,832▼ $170,447
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteeFT$87,100$87,100
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$298,898
Other Revenue
$0
Change in Net Assets
$-175,126
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$382,471
Salaries, Compensation, and Employee Benefits$87,100
Other Expenses$4,453
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$382,471--$382,471
Current Officers, Directors, Trustees, and Key Employees-$87,100-$87,100
Other Expenses-$3,453-$3,453
Fees for Services Accounting-$1,000-$1,000
Total Functional Expenses$382,471$91,553$0$474,024
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
23-1352322---$382,471
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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

“Wells fargo bank requires documentation of all meetings and actions taken.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Wells fargo bank, as sole trustee, is responsible for the preparation and review of the return prior to filing.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Wells fargo has a code of ethics policy, which includes provisions relating to a conflict of interest. Each employee of wells fargo is required to review the policy annually and to comply with its provisions.”

Filing and Contact Details

Filer

EIN
23-6217024
Phone
8003523705

Signing Officer

Name
-
Title
Trustee
Phone
8003523705
Signed
2014-05-14

Organization Details

Formed
1927
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Description for Making Documents Public

“Via Guidestar.”

Description for Making Documents Public

“No documents are made available to the public.”

Explanation for Form 990, Part XI, Line 9

“Adjustment for Mutual Fund Tax Effective Date Before TYE $19846.86 - Mutual Fund Tax Effective Date After TYE -$15166.71 - Rounding $-2.09”

Raw XML Appendix256 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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IRS990/GoverningBodyVotingMembersCnt01
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IRS990/GrantsToIndividualsInd0false
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt06316241
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05865784
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0638654
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0For the general operation and the continued support of all Balch Institute related activities within the Historical Society of PA.
IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
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IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt04679
IRS990/OtherExpensesGrp/Desc0FOREIGNT TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03453
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IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/PrincipalOfcrBusinessAddress/BusinessNameLine10WELLS FARGO BANK NA
IRS990/ProfessionalFundraisingInd0false
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IRS990/PYGrantsAndSimilarPaidAmt0369371
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IRS990/PYSalariesCompEmpBnftPaidAmt065905
IRS990/PYTotalExpensesAmt0448071
IRS990/PYTotalRevenueAmt0569265
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-175126
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0true
IRS990ScheduleA/ContributionControllerInd0true
IRS990ScheduleA/ContributionFamilyInd0true
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0Public Charity
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0382471
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
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IRS990ScheduleI/RecipientTable/RecipientEIN0231352322
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IRS990ScheduleI/RecipientTable/USAddress/State0PA
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THIS PARTICULAR TRUST SUPPORTS THE HISTORICAL SOCIETY OF PA. ALL GRANTS ARE MONITORED BY WELLS FARGO'S ADMINISTRATION TEAM.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WELLS FARGO BANK, AS SOLE TRUSTEE, IS RESPONSIBLE FOR THE PREPARATION AND REVIEW OF THE RETURN PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WELLS FARGO HAS A CODE OF ETHICS POLICY, WHICH INCLUDES PROVISIONS RELATING TO A CONFLICT OF INTEREST. EACH EMPLOYEE OF WELLS FARGO IS REQUIRED TO REVIEW THE POLICY ANNUALLY AND TO COMPLY WITH ITS PROVISIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Via Guidestar.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4No documents are made available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Adjustment for Mutual Fund Tax Effective Date Before TYE $19846.86 - Mutual Fund Tax Effective Date After TYE -$15166.71 - Rounding $-2.09
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10BALCH EDWIN SWIFT DECD TW
ReturnHeader/Filer/BusinessNameControlTxt0BALC
ReturnHeader/Filer/EIN0236217024
ReturnHeader/Filer/PhoneNum08003523705
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ReturnHeader/Filer/USAddress/ZIPCode028262
ReturnHeader/ReturnTs02014-05-14T10:36:26-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,428,832
Liabilities
$0
Net assets
$6,428,832
Revenue
$298,898
Expenses
$474,024
Net income
-$175,126
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
2013Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$0.30$0.47$0.18
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