Civic Intelligence

Carl V S Patterson 19 Un of Pa

990 • Fiscal year 2013 • EIN 23-6415355

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 05, 2014

Organization ProfileN/A
C/O Pnc Bank 620 Liberty Avenue No10 FL15222-2705

(412) 762-3792

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

84th percentile

41%

Higher net margin than 84% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

55th percentile

$20,121

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 13.1% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

59th percentile

4.1%

Faster asset growth than 59% of similar nonprofits.

2013 filings • $1M-$5M 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 / Assets27th percentile

Assets

Up

$1,591,753

Up $63,116 (+4.1%) from 2012

Net Assets

Up

$1,591,753

Up $63,116 (+4.1%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin84th percentile

Revenue

$153,690

No earlier filing loaded for comparison.

Expenses

Up

$90,574

Up $2,929 (+3.3%) from 2012

Net Income

$63,116

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,456,447Liabilities 2010: $0Net Assets 2010: $1,456,4472010Assets 2011: $1,439,573Liabilities 2011: $0Net Assets 2011: $1,439,5732011Assets 2012: $1,528,637Liabilities 2012: $0Net Assets 2012: $1,528,6372012Assets 2013: $1,591,753Liabilities 2013: $0Net Assets 2013: $1,591,7532013Assets 2014: $1,622,360Liabilities 2014: $0Net Assets 2014: $1,622,3602014Assets 2015: $1,646,977Liabilities 2015: $0Net Assets 2015: $1,646,9772015Assets 2016: $1,620,115Liabilities 2016: $0Net Assets 2016: $1,620,1152016Assets 2017: $1,642,925Liabilities 2017: $0Net Assets 2017: $1,642,9252017Assets 2018: $1,689,445Liabilities 2018: $0Net Assets 2018: $1,689,4452018Assets 2019: $1,841,548Liabilities 2019: $0Net Assets 2019: $1,841,5482019Assets 2020: $1,796,249Liabilities 2020: $0Net Assets 2020: $1,796,2492020Assets 2021: $1,870,611Liabilities 2021: $0Net Assets 2021: $1,870,6112021Assets 2022: $1,797,390Liabilities 2022: $0Net Assets 2022: $1,797,3902022Assets 2023: $1,738,026Liabilities 2023: $0Net Assets 2023: $1,738,0262023Assets 2024: $1,706,544Liabilities 2024: $0Net Assets 2024: $1,706,5442024

Highlighted filing

2013

Assets$1,591,753
Liabilities$0
Net Assets$1,591,753
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KExpenses 2010: $82,7752010Expenses 2011: $83,3362011Expenses 2012: $87,6452012Revenue 2013: $153,690Expenses 2013: $90,574Net Income 2013: $63,1162013Revenue 2014: $129,313Expenses 2014: $95,050Net Income 2014: $34,2632014Revenue 2015: $123,722Expenses 2015: $99,106Net Income 2015: $24,6162015Revenue 2016: $73,744Expenses 2016: $100,606Net Income 2016: -$26,8622016Revenue 2017: $125,424Expenses 2017: $102,598Net Income 2017: $22,8262017Revenue 2018: $141,478Expenses 2018: $94,958Net Income 2018: $46,5202018Revenue 2019: $247,526Expenses 2019: $95,423Net Income 2019: $152,1032019Revenue 2020: $58,390Expenses 2020: $100,124Net Income 2020: -$41,7342020Revenue 2021: $180,530Expenses 2021: $106,321Net Income 2021: $74,2092021Revenue 2022: $39,515Expenses 2022: $113,878Net Income 2022: -$74,3632022Revenue 2023: $48,493Expenses 2023: $108,852Net Income 2023: -$60,3592023Revenue 2024: $77,413Expenses 2024: $108,744Net Income 2024: -$31,3312024

Highlighted filing

2013

Revenue$153,690
Expenses$90,574
Net Income$63,116
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 5, 2014
Return Version
2013v3.0
Gross Receipts
$726,854
Mission and Program Overview

Mission

Financial support for the university of pennsylvania

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,517,370$1,583,361▲ $65,991
Investments in Publicly Traded Securities$1,468,273$1,516,093▲ $47,820
Savings and Temporary Cash Investments$60,364$75,660▲ $15,296
Rtn Earn Endowment Incm Other Fnds$11,267$8,392▼ $2,875
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$1,528,637$1,591,753▲ $63,116
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,528,637$1,591,753▲ $63,116
Total Liabilities and Net Assets / Fund Balance$1,528,637$1,591,753▲ $63,116
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleBaseTotal
Pnc BankTrustee$20,121$20,121
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$153,653
Other Revenue
$37
Change in Net Assets
$63,116
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$70,428
Salaries, Compensation, and Employee Benefits$20,121
Other Expenses$25
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$70,428--$70,428
Current Officers, Directors, Trustees, and Key Employees-$20,121-$20,121
Other Expenses-$25-$25
Total Functional Expenses$70,428$20,146$0$90,574
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
23-1352685-501(c)(3)To Provide Support to University of Pennsylvania$70,428
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

Form 990, Part VI, Section A, Line 8A

“Carl v s patterson 19 un of pa trust is a trust fund and has no written policy regarding documentaion of meetings and written actions of its governing body and committees with authority to act on its behalf.”

Form 990, Part VI, Section A, Line 8B

“Carl v s patterson 19 un of pa trust is a trust fund and has no written policy regarding documentaion of meetings and written actions of its governing body and committees with authority to act on its behalf.”

Form 990, Part VI, Section B, Line 11

“Pnc bank as sole trustee of the carl v s patterson 19 un of pa trust prepares the tax returns for this trust, thus form 990 is prepared by the governing body.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy of pnc charitable trust requires an annual affirmation that it has been received, read, understood and agreed to be complied with. In addition the policy requires an annual disclosure of the existence and nature of any affiliation in which a party would be considered an interested person under the policy.”

Form 990, Part VI, Section C, Line 18

“Form 990 and related financial statements are made available through request and from guidestar.org.”

Form 990, Part VI, Section C, Line 19

“Form 990 and related financial statements are made available through request and from guidestar.org. The governing documents and conflicts of interest policy are made available to the public upon request.”

Filing and Contact Details

Filer

EIN
23-6415355
Phone
4127623792

Signing Officer

Name
Dale Kohser
Title
Assistant Vice President
Phone
4127687716
Signed
2014-11-05

Organization Details

Principal Officer
Kathleen Papania
Formed
1965
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0
Raw XML Appendix312 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
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IRS990/NetAssetsOrFundBalancesBOYAmt01528637
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc02
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt070428
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10THE UNIVERSITY OF PENNSYLVANIA
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IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE SUPPORT TO UNIVERSITY OF PENNSYLVANIA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10UNIVERSITY OF PENNSYLVANIA
IRS990ScheduleI/RecipientTable/RecipientEIN0231352685
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IRS990ScheduleI/RecipientTable/USAddress/City0PHILADELPHIA
IRS990ScheduleI/RecipientTable/USAddress/State0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode0191046285
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0CARL V S PATTERSON IS A TRUST FUND THAT DISBURSES FUNDS ONLY TO QUALIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUST'S GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERING INSTRUMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CARL V S PATTERSON 19 UN OF PA TRUST IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTAION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CARL V S PATTERSON 19 UN OF PA TRUST IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTAION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PNC BANK AS SOLE TRUSTEE OF THE CARL V S PATTERSON 19 UN OF PA TRUST PREPARES THE TAX RETURNS FOR THIS TRUST, THUS FORM 990 IS PREPARED BY THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY OF PNC CHARITABLE TRUST REQUIRES AN ANNUAL AFFIRMATION THAT IT HAS BEEN RECEIVED, READ, UNDERSTOOD AND AGREED TO BE COMPLIED WITH. IN ADDITION THE POLICY REQUIRES AN ANNUAL DISCLOSURE OF THE EXISTENCE AND NATURE OF ANY AFFILIATION IN WHICH A PARTY WOULD BE CONSIDERED AN INTERESTED PERSON UNDER THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST AND FROM GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST AND FROM GUIDESTAR.ORG. THE GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalFunctionalExpensesGrp/TotalAmt090574
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IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01528637
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01591753
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PNC BANK NA 620 LIBERTY AVENUE
IRS990/USAddress/City0PITTSBURGH
IRS990/USAddress/State0PA
IRS990/USAddress/ZIPCode015222
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DALE KOHSER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04127687716
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine10CARL V S PATTERSON 19 UN OF PA
ReturnHeader/Filer/BusinessNameControlTxt0PATT
ReturnHeader/Filer/EIN0236415355
ReturnHeader/Filer/PhoneNum04127623792
ReturnHeader/Filer/USAddress/AddressLine10C/O PNC BANK 620 LIBERTY AVENUE NO
ReturnHeader/Filer/USAddress/AddressLine2010 FL
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0152222705
ReturnHeader/ReturnTs02014-11-06T06:48:14-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,591,753
Liabilities
$0
Net assets
$1,591,753
Revenue
$153,690
Expenses
$90,574
Net income
$63,116
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.00$1.71$0.08$0.11$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.00$1.74$0.05$0.11$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$0.04$0.11$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.00$1.87$0.18$0.11$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$0.06$0.10$0.04
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$0.00$1.84$0.25$0.10$0.15
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$0.00$1.69$0.14$0.09$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.00$1.64$0.13$0.10$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.00$1.62$0.07$0.10$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$0.12$0.10$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.13$0.10$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.15$0.09$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.00$1.53$0.09
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.00$1.46$0.08