Civic Intelligence

Barton Charlotte R Trust UW

990PF • Fiscal year 2018 • EIN 23-6272160

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

Organization Profile
PO Box 185Pittsburgh, PA 15230-0185

(888) 805-5689

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

20th percentile

-17%

Higher net margin than 20% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

83rd percentile

$7,201

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 29.5% of source-year revenue.

2018 filings • <$500k 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

Balance Sheet
Liabilities / Assets59th percentile

Assets

$397,403

No earlier filing loaded for comparison.

Net Assets

$397,403

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin20th percentile

Revenue

$24,408

No earlier filing loaded for comparison.

Expenses

$28,460

No earlier filing loaded for comparison.

Net Income

-$4,052

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.

$600K$400K$200K$0Assets 2018: $397,403Liabilities 2018: $0Net Assets 2018: $397,4032018Assets 2019: $402,995Liabilities 2019: $0Net Assets 2019: $402,9952019Assets 2020: $392,026Liabilities 2020: $0Net Assets 2020: $392,0262020Assets 2021: $397,389Liabilities 2021: $0Net Assets 2021: $397,3892021Assets 2022: $404,408Liabilities 2022: $0Net Assets 2022: $404,4082022Assets 2023: $385,133Liabilities 2023: $0Net Assets 2023: $385,1332023Assets 2024: $384,335Liabilities 2024: $0Net Assets 2024: $384,3352024

Highlighted filing

2018

Assets$397,403
Liabilities$0
Net Assets$397,403
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20KRevenue 2018: $24,408Expenses 2018: $28,460Net Income 2018: -$4,0522018Revenue 2019: $30,230Expenses 2019: $24,638Net Income 2019: $5,5922019Revenue 2020: $16,413Expenses 2020: $27,383Net Income 2020: -$10,9702020Revenue 2021: $35,243Expenses 2021: $29,880Net Income 2021: $5,3632021Revenue 2022: $39,052Expenses 2022: $32,009Net Income 2022: $7,0432022Revenue 2023: $6,512Expenses 2023: $25,771Net Income 2023: -$19,2592023Revenue 2024: $24,774Expenses 2024: $25,576Net Income 2024: -$8022024

Highlighted filing

2018

Revenue$24,408
Expenses$28,460
Net Income-$4,052
Open 2018 Filing
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
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$7,201-$7,201
Filing and Contact Details

Filer

Filer Name
Barton Charlotte R Trust Uw
EIN
23-6272160
Phone
8888055689
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
8888055689
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
Raw XML Appendix329 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.

Path#Value
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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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NOT APPLICABLE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt020842
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020842
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01232
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01680
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01699
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0455
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0455
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07717
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03106
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01232
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01680
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01699
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt023948
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03106
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08172
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05066
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt043
TaxesSchedule/TaxesDetail/Amt1148
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STAGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08888055689
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARTON CHARLOTTE R TRUST UW
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0236272160
ReturnHeader/Filer/PhoneNum08888055689
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 185
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152300185
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06D133DEBD65941103ECD6F99DC0D927293EA37C2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06D133DEBD65941103ECD6F99DC0D927293EA37C2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.188.7
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWN P HANLON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-09T11:01:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$397,403
Liabilities
$0
Net assets
$397,403
Revenue
$24,408
Expenses
$28,460
Net income
-$4,052
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.25$0.26$0.01
2023Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.07$0.26$0.19
2022Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.39$0.32$0.07
2021Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.35$0.30$0.05
2020Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.16$0.27$0.11
2019Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.30$0.25$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.24$0.28$0.04