The Albert Trust

990PF • Fiscal year 2017 • EIN 23-7709316

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profile

C/O BDO USA 1801 MARKET STREET SuiPhiladelphia, PA 19103

(215) 564-1900

Siviq Scores

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

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

-375%

Higher net margin than 2% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

-17%

Faster asset growth than 8% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

-87%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets35th percentile

Assets

Down

$666,270

Down $140,374 (-17%) from 2016

Net Assets

Down

$662,546

Down $143,536 (-18%) from 2016

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue35th percentile Net Margin2nd percentile

Revenue

Down

$38,294

Down $247,310 (-87%) from 2016

Expenses

Down

$181,830

Down $38,042 (-17%) from 2016

Net Income

Down

-$143,536

Down $209,268 (-318%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

Highlighted filing

2017

Assets$666,270

Liabilities$0

Net Assets$662,546

Open 2017 Filing

Operations Trend

Revenue Growth1st percentile

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

Highlighted filing

2017

Revenue$38,294

Expenses$181,830

Net Income-$143,536

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2017 to Dec 31, 2017
Signed: Nov 15, 2018
Return Version: 2017v2.3

Compensation and Service Providers

Top Officer Pay54th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
RICHARD GREENAWALT	Trustee	-	$0	-	-
MARGARET GREENAWALT	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Albert Trust
EIN: 23-7709316
In Care Of: % SOPHIA KEISOGLOU
Address: C/O BDO USA 1801 MARKET STREET Sui, PHILADELPHIA, PA 19103

Signing Officer

Name: Richard Greenawalt
Title: member
Phone: 2155641900
Signed: 2018-11-15
Discuss with paid preparer: Yes

Preparer

Firm: Bdo USA Llp
Address: 1801 MARKET STREET SUITE 1700, PHILADELPHIA, PA 19103
Preparer: Sophia Keisoglou
Phone: 2155641900

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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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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	BDO USA LLP 1801 MARKET ST STE 1
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	PHILADELPHIA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	19103
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	SOPHIA KEISOGLOU
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2155641900
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	THE FOUNDATION RECEIVES CONTRIBUTIONS AND DISTRIBUTES FUNDS TO SUPPORT THE SERVICES AND PROGRAMS OF ORGANIZATIONS OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC,
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt	0	LITERARY, AND EDUCATIONAL PURPOSES.
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	RICHARD MARGARET GREENAWALT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	179045
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	SEE ATTACHED STATEMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	UNRELATED 501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	Address is provided on the attachme
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	19103
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	179045
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	52707
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	52707
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	166301
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	124972
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	38536
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	9145
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	16416
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	16416
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	465292
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	126338
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	166301
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	124972
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	38536
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	9145
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	179045
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	126338
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	481708
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	355370
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	2588
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	MANAGEMENT FEES-INVESTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	2588
TaxesSchedule/TaxesDetail/Amt	0	197
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES ON DIVIDEND INC
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	197
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	RICHARD GREENAWALT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	member
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2155641900
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE ALBERT TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	ALBE
ReturnHeader/Filer/EIN	0	237709316
ReturnHeader/Filer/InCareOfNm	0	% SOPHIA KEISOGLOU
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	C/O BDO USA 1801 MARKET STREET Sui
ReturnHeader/Filer/USAddress/CityNm	0	PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	PA
ReturnHeader/Filer/USAddress/ZIPCd	0	19103
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	3099A08E39ADFDFF65AE89A31B67D80A03178C5E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	A172AD36210E79E081C2C8685E1A1D01528D638C
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	24174920183195000017
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2018-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	38.104.111.26
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1801 MARKET STREET SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	19103
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2155641900
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2018-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	SOPHIA KEISOGLOU
ReturnHeader/ReturnTs	0	2018-11-15T17:38:03-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2017-01-01
ReturnHeader/TaxPeriodEndDt	0	2017-12-31
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $666,270
Liabilities: $0
Net assets: $662,546
Revenue: $38,294
Expenses: $181,830
Net income: -$143,536

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$3.13	$0.00	$3.13	$0.51	$0.42	$0.09
2022Detailed filing. Detailed filing data is available for this year.	$3.79	$0.00	$3.79	$0.76	$1.18	$0.42
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.96	$0.00	$4.96	$0.45	$1.54	$1.08
2019Detailed filing. Detailed filing data is available for this year.	$6.05	$0.00	$6.05	$0.87	$0.61	$0.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$5.79	$0.00	$5.74	$0.74	$1.62	$0.88
2017Detailed filing. Detailed filing data is available for this year.	$6.66	$0.00	$6.63	$0.38	$1.82	$1.44
2016Detailed filing. Detailed filing data is available for this year.	$8.07	$0.00	$8.06	$2.86	$2.20	$0.66
2015Detailed filing. Detailed filing data is available for this year.	$7.40	$0.00	$7.40	$0.75	$1.87	$1.12
2014Detailed filing. Detailed filing data is available for this year.	$8.52	$0.00	$8.52	$0.87	$1.04	$0.18
2013Detailed filing. Detailed filing data is available for this year.	$8.70	$0.00	$8.70	$0.33	$0.73	$0.40