Civic Intelligence

Trust UW Edwin Swift Balch

990 • Fiscal year 2014 • EIN 23-6217024

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 12, 2015

Organization ProfileN/A
1525 W Wt Harris Blvd D1114-044Charlotte, NC 28262

(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.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

6th percentile

0.00x

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

10th percentile

-24%

Higher net margin than 10% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

36th percentile

$90,573

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 25.0% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

31st percentile

-1.6%

Faster asset growth than 31% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

78th percentile

21%

Faster revenue growth than 78% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets6th percentile

Assets

Down

$6,327,171

Down $272,108 (-4.1%) from 2012

Net Assets

Down

$6,327,171

Down $272,108 (-4.1%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin10th percentile

Revenue

$362,871

No earlier filing loaded for comparison.

Expenses

Up

$450,746

Up $2,675 (+0.6%) from 2012

Net Income

-$87,875

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth31st 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 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

2014

Assets$6,327,171
Liabilities$0
Net Assets$6,327,171
Open 2014 Filing

Operations Trend

Revenue Growth78th percentile

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

2014

Revenue$362,871
Expenses$450,746
Net Income-$87,875
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 12, 2015
Return Version
2014v5.0
Gross Receipts
$512,569
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
Rtn Earn Endowment Incm Other Fnds$6,428,832$6,327,171▼ $101,661
Investments Other Securities$5,865,784--
Investments in Publicly Traded Securities-$5,857,524-
Cash and Non-Interest-Bearing Accounts$563,048$469,647▼ $93,401
Total Assets$6,428,832$6,327,171▼ $101,661
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,428,832$6,327,171▼ $101,661
Total Liabilities and Net Assets / Fund Balance$6,428,832$6,327,171▼ $101,661
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteeFT$90,573$90,573
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$362,871
Other Revenue
$0
Change in Net Assets
$-87,875
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$355,231
Salaries, Compensation, and Employee Benefits$90,573
Other Expenses$4,942
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$355,231--$355,231
Current Officers, Directors, Trustees, and Key Employees-$90,573-$90,573
All Other Expenses-$3,942-$3,942
Fees for Services Accounting-$1,000-$1,000
Total Functional Expenses$355,231$95,515$0$450,746
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Historical Society of PaPhiladelphia, PA--$355,231
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 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

Filer Name
Balch Edwin Swift Decd Tw
EIN
23-6217024
Phone
8003523705
Address
1525 W WT HARRIS BLVD D1114-044, CHARLOTTE, NC 28262

Signing Officer

Name
-
Title
Trustee
Phone
8003523705
Signed
2015-11-12

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 $15,166.74, Mutual Fund Tax Effective Date After TYE ($28,275.27, Return of Capital ($678.20).”

Raw XML Appendix292 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The trust is devoted to charitable purpose pursuant to Section 170(c)(1) or (c)(2)(B).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The trust did not receive any grantm contribution, bequest or other transfer on or after that date.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2Income is transferred to the charitable beneficiary.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3Do not have discretion to vary either the charitable beneficiary or the amounts payable to the charitable beneficiary.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4There are no disqualified persons with respect to the trust if the trust was treated as a private foundation.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5There is a dedicated relationship manager and investment officer assigned to this account who meet quarterly with the Historical Society of Pennsylvania. We review the investments in the trust and determine how much income is needed. The RM has been extensively involved with the Society. We mail monthly statements and provide periodic performance reports.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt6There is a dedicated relationship manager and investment officer assigned to this account who meet quarterly with the Historical Society of Pennsylvania. We ewview the investments in the Trust, and determine how much is needed. The RM has been extensively involved with the Society. We mail monthly statements and provide periodic performance reports.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part V
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part V
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Part V
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4Part V
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc5Section D
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc6Section D
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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.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WELLS FARGO BANK REQUIRES DOCUMENTATION OF ALL MEETINGS AND ACTIONS TAKEN.
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 $15,166.74, Mutual Fund Tax Effective Date After TYE ($28,275.27, Return of Capital ($678.20).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
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/BuildTS02016-04-25 22:37:26Z
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ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028262
ReturnHeader/ReturnTs02015-11-12T09:00:14-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,327,171
Liabilities
$0
Net assets
$6,327,171
Revenue
$362,871
Expenses
$450,746
Net income
-$87,875
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. 2014 filings • 501(c)3 • $5M-$10M nonprofits