Civic Intelligence

Florence W Erdman Trust UW

990PF • Fiscal year 2018 • EIN 23-6225822

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 25, 2019

PO Box 185Pittsburgh, PA 15230-0185

(215) 553-1152

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

79th percentile

27%

Higher net margin than 79% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

72nd percentile

$167,559

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 18.5% of source-year revenue.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

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

Source year 2018

Revenue Growth

Score unavailable

No value available

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

Source year 2018

Assets

$7,551,798

No earlier filing loaded for comparison.

Net Assets

$7,551,798

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$907,954

No earlier filing loaded for comparison.

Expenses

$663,098

No earlier filing loaded for comparison.

Net Income

$244,856

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2018: $7,551,798Liabilities 2018: $0Net Assets 2018: $7,551,7982018Assets 2019: $7,121,175Liabilities 2019: $0Net Assets 2019: $7,121,1752019Assets 2020: $6,942,397Liabilities 2020: $0Net Assets 2020: $6,942,3972020Assets 2021: $7,426,817Liabilities 2021: $0Net Assets 2021: $7,426,8172021Assets 2022: $7,360,599Liabilities 2022: $0Net Assets 2022: $7,360,5992022Assets 2023: $7,556,337Liabilities 2023: $0Net Assets 2023: $7,556,3372023Assets 2024: $7,975,221Liabilities 2024: $0Net Assets 2024: $7,975,2212024

Highlighted filing

2018

Assets$7,551,798
Liabilities$0
Net Assets$7,551,798

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2018: $907,954Expenses 2018: $663,098Net Income 2018: $244,8562018Revenue 2019: $350,117Expenses 2019: $1,199,414Net Income 2019: -$849,2972019Revenue 2020: $338,608Expenses 2020: $551,008Net Income 2020: -$212,4002020Revenue 2021: $1,034,693Expenses 2021: $550,260Net Income 2021: $484,4332021Revenue 2022: $510,749Expenses 2022: $576,448Net Income 2022: -$65,6992022Revenue 2023: $837,393Expenses 2023: $640,573Net Income 2023: $196,8202023Revenue 2024: $1,030,158Expenses 2024: $611,212Net Income 2024: $418,9462024

Highlighted filing

2018

Revenue$907,954
Expenses$663,098
Net Income$244,856
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 25, 2019
Return Version
2018v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Co-Trustee-$167,559-$167,559
HANNAH L HENDERSONCo-Trustee-$73,204-$73,204
Filing and Contact Details

Filer

Filer Name
Erdman Florence W Uw
EIN
23-6225822
Phone
2155531152
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
2155531152
Signed
2019-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0Attachment to Form 990PF Part VIII, Column (b) Title and Average
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0The compensation reported in column (b) paid to BNY Mellon, N.A. as Corporate Trustee is calculated based on market value and current fee schedule. It is not determined on an hourly basis. Corporate Trustee services include administrativeresponsibilities, grant requirements, recordkeeping, investment management, income collection, statement and accounting services, and regulatory reporting.
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