Civic Intelligence

Paul M Kauffman Trust

990PF • Fiscal year 2012 • EIN 23-6731235

Jan 01, 2012 to Dec 31, 2012 • Filed on Mar 29, 2013

C/O Pnc Bank Na 620 Liberty AvenueNo 10thfl15222-2705
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

89th percentile

$1,914

Higher top officer pay than 89% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

44th percentile

-1.5%

Faster asset growth than 44% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$168,899

Down $2,542 (-1.5%) from 2011

Net Assets

Down

$168,899

Down $2,542 (-1.5%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$10,982

Up $342 (+3.2%) from 2011

Net Income

-

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.

$300K$200K$100K$0Assets 2010: $174,939Liabilities 2010: $0Net Assets 2010: $174,9392010Assets 2011: $171,441Liabilities 2011: $0Net Assets 2011: $171,4412011Assets 2012: $168,899Liabilities 2012: $0Net Assets 2012: $168,8992012Assets 2013: $174,154Liabilities 2013: $0Net Assets 2013: $174,1542013Assets 2014: $169,916Liabilities 2014: $0Net Assets 2014: $169,9162014Assets 2015: $169,576Liabilities 2015: $0Net Assets 2015: $169,5762015Assets 2016: $164,170Liabilities 2016: $0Net Assets 2016: $164,1702016Assets 2017: $167,821Liabilities 2017: $0Net Assets 2017: $167,8212017Assets 2019: $219,336Liabilities 2019: $0Net Assets 2019: $219,3362019Assets 2020: $212,466Liabilities 2020: $0Net Assets 2020: $212,4662020Assets 2021: $219,573Liabilities 2021: $0Net Assets 2021: $219,5732021

Highlighted filing

2012

Assets$168,899
Liabilities$0
Net Assets$168,899

Operations Trend

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

$30K$20K$10K$0-$10KExpenses 2010: $10,2032010Expenses 2011: $10,6402011Expenses 2012: $10,9822012Revenue 2013: $16,007Expenses 2013: $10,752Net Income 2013: $5,2552013Revenue 2014: $8,311Expenses 2014: $12,443Net Income 2014: -$4,1322014Revenue 2015: $12,815Expenses 2015: $13,155Net Income 2015: -$3402015Revenue 2016: $8,489Expenses 2016: $13,896Net Income 2016: -$5,4072016Revenue 2017: $16,995Expenses 2017: $13,345Net Income 2017: $3,6502017Revenue 2019: $13,612Expenses 2019: $14,708Net Income 2019: -$1,0962019Revenue 2020: $7,846Expenses 2020: $14,299Net Income 2020: -$6,4532020Revenue 2021: $21,776Expenses 2021: $14,693Net Income 2021: $7,0832021

Highlighted filing

2012

Revenue-
Expenses$10,982
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Mar 29, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$1,914-$1,914
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCLEARFIELD CEMETERY ASSOCIATION (CO CARL BEHM)UNRESTRICTED USE FOR CHARITYPUBLIC CHARITYQUARRYVILLE, PA, US$2,758
Paid GrantCRESWELL CEMETERY ASSOCIATION (CO JAY C BRENEMAN)UNRESTRICTED USE FOR CHARITYPUBLIC CHARITYCONESTOGA, PA, US$2,758
Paid GrantMUSCULAR DYSTROPHY ASSOCIATION INC (ATTN DEBORAH K PARSONS)UNRESTRICTED USE FOR CHARITYPUBLIC CHARITYTUCSON, AZ, US$690
Paid GrantSALVATION ARMYUNRESTRICTED USE FOR CHARITYPUBLIC CHARITYWEST NYACK, NY, US$690
Paid GrantSUSQUEHANNA ASSOCIATION FOR THE BLIND & VISION IMPAIREDUNRESTRICTED USE FOR CHARITYPUBLIC CHARITYLANCASTER, PA, US$689
Paid GrantWATER STREET RESCUE MISSIONUNRESTRICTED USE FOR CHARITYPUBLIC CHARITYLANCASTER, PA, US$689
Filing and Contact Details

Filer

EIN
23-6731235
Raw XML Appendix340 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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InvestmentsOtherSchedule2/InvestmentsOther/BookValue055545
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1106035
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0MUTUAL FUNDS - FIXED
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0867
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IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0168899
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IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted09506
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj09506
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IRS990PF/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0194356
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0194356
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable02915
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn09572
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IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation01914
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PNC BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10620 LIBERTY AVENUE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0PA
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IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10PNC BANK NA
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3UNRESTRICTED USE FOR CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4UNRESTRICTED USE FOR CHARITY
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5LANCASTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2AZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0175669151
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1175169309
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode2857183208
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode3109941753
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode4176033512
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode5176047267
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear08274
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear0891
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear108274
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted09506
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions09165
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY08615
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear08274
TaxesSchedule/Taxes/Amount014
TaxesSchedule/Taxes/Amount180
TaxesSchedule/Taxes/Category0FEDERAL EXCISE TAX BALANCE DUE
TaxesSchedule/Taxes/Category1FEDERAL ESTIMATED EXCISE TAX PAID
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0236731235
ReturnHeader/Filer/Name/BusinessNameLine10PAUL M KAUFFMAN
ReturnHeader/Filer/NameControl0KAUF
ReturnHeader/Filer/Phone04127629161
ReturnHeader/Filer/USAddress/AddressLine10C/O PNC BANK NA 620 LIBERTY AVENUE
ReturnHeader/Filer/USAddress/AddressLine20NO 10THFL
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0152222705
ReturnHeader/Officer/DateSigned02013-03-29
ReturnHeader/Officer/Name0JOHN W ALRUTZ
ReturnHeader/Officer/Phone04127629161
ReturnHeader/Officer/Title0ASSISTANT VICE PRES
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-03-29T14:13:12-05:00

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