Civic Intelligence

Mary E Roebuck Tr

990 • Fiscal year 2011 • EIN 23-6972400

Jan 01, 2011 to Dec 31, 2011 • Filed on May 09, 2012

C/O Pnc Bank Na Trustee 620 LibertyAve No 10fl15222
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.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$258,723

Up $25,215 (+11%) from 2010

Net Assets

Up

$258,723

Up $25,215 (+11%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$14,565

Up $9,321 (+178%) from 2010

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: $233,508Liabilities 2010: $0Net Assets 2010: $233,5082010Assets 2011: $258,723Liabilities 2011: $0Net Assets 2011: $258,7232011Assets 2012: $254,012Liabilities 2012: $0Net Assets 2012: $254,0122012Assets 2013: $269,729Liabilities 2013: $0Net Assets 2013: $269,7292013

Highlighted filing

2011

Assets$258,723
Liabilities$0
Net Assets$258,723

Operations Trend

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

$30K$20K$10K$0Expenses 2010: $5,2442010Expenses 2011: $14,5652011Expenses 2012: $13,4412012Revenue 2013: $29,257Expenses 2013: $13,540Net Income 2013: $15,7172013

Highlighted filing

2011

Revenue-
Expenses$14,565
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 9, 2012
Return Version
2011v1.2
Gross Receipts
$221,383
Mission and Program Overview

Mission

To provide support for the montgomery county foundation

Filing and Contact Details

Filer

EIN
23-6972400
Raw XML Appendix308 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/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0SUPPORT FOR THE MONTGOMERY COUNTY FOUNDATION
IRS990/AddressPrincipalOfficerUS/AddressLine10C/O PNC BANK 620 LIBERTY AVENUE
IRS990/AddressPrincipalOfficerUS/City0PITTSBURGH
IRS990/AddressPrincipalOfficerUS/State0PA
IRS990/AddressPrincipalOfficerUS/ZIPCode015222
IRS990/AmountOfTaxExemptInterest00
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IRS990/ConflictOfInterestPolicy01
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IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C301
IRS990/Description0SUPPORT FOR THE MONTGOMERY COUNTY FOUNDATION
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy01
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IRS990/MoreThan5000KToIndividuals00
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IRS990/NameOfPrincipalOfficerPerson0KATRINA WEHRING
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IRS990/NetGainOrLossInvestments/ExclusionAmount034080
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IRS990/NumberFormsTransmittedWith109600
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IRS990/OtherExpenses/Description0ACCOUNT MAINTENANCE FEE
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IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses025215
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
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IRS990/RetainedEarningsEndowmentEtc/BOY02067
IRS990/RetainedEarningsEndowmentEtc/EOY02720
IRS990/RevenuesLessExpensesCY025215
IRS990/RevenuesLessExpensesPriorYear02973
IRS990/SalariesEtcCurrentYear01977
IRS990/SalariesEtcPriorYear01794
IRS990/SavingsAndTempCashInvestments/BOY04224
IRS990/SavingsAndTempCashInvestments/EOY015088
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts011388
IRS990ScheduleA/SupportedOrgInformation/Amount011388
IRS990ScheduleA/SupportedOrgInformation/EIN0233070457
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10MONTGOMERY COUNTY FOUNDATION
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization07
IRS990ScheduleA/SupportingOrg509a3Type3FuncInt0X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990/ScheduleBRequired00
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: MARY ROEBUCK TRUST FBO ABRAM IS A TRUST THAT DISBURSES FUNDS ONLY TO QUALIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUST'S GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine102 WEST LAFAYETTE ST
IRS990ScheduleI/RecipientTable/AddressUS/City0NORRISTOWN
IRS990ScheduleI/RecipientTable/AddressUS/State0PA
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode0194014738
IRS990ScheduleI/RecipientTable/AmountOfCashGrant011388
IRS990ScheduleI/RecipientTable/EINOfRecipient0233070457
IRS990ScheduleI/RecipientTable/IRCSection0501(C)(3)
IRS990ScheduleI/RecipientTable/MethodOfValuation0FMV
IRS990ScheduleI/RecipientTable/PurposeOfGrant0TO PROVIDE SUPPORT TO MONTGOMERY COUNTY FOUNDATION, INC.
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10MONTGOMERY COUNTY FOUNDATION
IRS990ScheduleI/RecordsMaintained01
IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants01
IRS990ScheduleI/TotalNbrOfOtherOrganizations00
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0MARY E ROEBUCK TRUST IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/GeneralExplanation/Explanation1MARY E ROEBUCK TRUST IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/GeneralExplanation/Explanation2PNC BANK AS SOLE TRUSTEE OF THE MARY E ROEBUCK TRUST PREPARES THE TAX RETURNS FOR THIS TRUST, THUS FORM 990 IS PREPARED BY THE GOVERNING BODY.
IRS990ScheduleO/GeneralExplanation/Explanation3THE CONFLICT OF INTEREST POLICY OF PNC CHARITABLE TRUST REQUIRES AN ANNUAL AFFIRMATION THAT IS 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/GeneralExplanation/Explanation4FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQEUST AND FROM GUIDESTAR.ORG.
IRS990ScheduleO/GeneralExplanation/Explanation5FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQEUST AND FROM GUIDESTAR.ORG. THE GOVERNEING DOUCMENTS AND CONFLICT OF INTERSET POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/ExchangeOfAssets00
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IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0ASSISTS DONORS IN THE DEVELOPMENT OF THEIR PHILANTHROPIC VISION
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus0PF
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IRS990/TransactionRelatedEntity00
IRS990/TransfersToExemptNonChrtblOrg00
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IRS990/YearFormation01989
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0236972400
ReturnHeader/Filer/Name/BusinessNameLine10MARY E ROEBUCK TR
ReturnHeader/Filer/NameControl0ROEB
ReturnHeader/Filer/Phone04127629971
ReturnHeader/Filer/USAddress/AddressLine10C/O PNC BANK NA TRUSTEE 620 LIBERTY
ReturnHeader/Filer/USAddress/AddressLine20AVE NO 10FL
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode015222
ReturnHeader/Officer/DateSigned02012-05-09
ReturnHeader/Officer/Name0DALE KOHSER
ReturnHeader/Officer/Phone04127622175
ReturnHeader/Officer/Title0ASSISTANT VICE PRESIDENT
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-10T06:45:09-05:00

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