Civic Intelligence

Florence W Erdman Trust UW

990PF • Fiscal year 2019 • EIN 23-6225822

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 03, 2020

Organization Profile
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

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

2nd percentile

-243%

Higher net margin than 2% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

71st percentile

$164,701

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 47.0% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

14th percentile

-5.7%

Faster asset growth than 14% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-61%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$7,121,175

Down $430,623 (-5.7%) from 2018

Net Assets

Down

$7,121,175

Down $430,623 (-5.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin2nd percentile

Revenue

Down

$350,117

Down $557,837 (-61%) from 2018

Expenses

Up

$1,199,414

Up $536,316 (+81%) from 2018

Net Income

Down

-$849,297

Down $1,094,153 (-447%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

2019

Assets$7,121,175
Liabilities$0
Net Assets$7,121,175
Open 2019 Filing

Operations Trend

Revenue Growth5th percentile

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

2019

Revenue$350,117
Expenses$1,199,414
Net Income-$849,297
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 3, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ACo-Trustee-$164,701-$164,701
HANNAH L HENDERSONCo-Trustee-$71,510-$71,510
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
2020-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Raw XML AppendixShowing 400 of 2,083 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Hours Per Week Devoted To Position
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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13812572Q105 CME GROUP INC
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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,121,175
Liabilities
$0
Net assets
$7,121,175
Revenue
$350,117
Expenses
$1,199,414
Net income
-$849,297
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.98$0.00$7.98$1.03$0.61$0.42
2023Detailed filing. Detailed filing data is available for this year.$7.56$0.00$7.56$0.84$0.64$0.20
2022Detailed filing. Detailed filing data is available for this year.$7.36$0.00$7.36$0.51$0.58$0.07
2021Detailed filing. Detailed filing data is available for this year.$7.43$0.00$7.43$1.03$0.55$0.48
2020Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$0.34$0.55$0.21
2019Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$0.35$1.20$0.85
2018Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$0.91$0.66$0.24