Civic Intelligence

The Albert Trust

990PF • Fiscal year 2018 • EIN 23-7709316

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

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.

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

4th percentile

-120%

Higher net margin than 4% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

12th percentile

-13%

Faster asset growth than 12% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

92nd percentile

92%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$578,520

Down $87,750 (-13%) from 2017

Net Assets

Down

$574,079

Down $88,467 (-13%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin4th percentile

Revenue

Up

$73,537

Up $35,243 (+92%) from 2017

Expenses

Down

$162,004

Down $19,826 (-11%) from 2017

Net Income

Up

-$88,467

Up $55,069 (+38%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$1.0M$500K$0Assets 2013: $869,882Liabilities 2013: $0Net Assets 2013: $869,8822013Assets 2014: $852,117Liabilities 2014: $0Net Assets 2014: $852,1172014Assets 2015: $740,350Liabilities 2015: $0Net Assets 2015: $740,3502015Assets 2016: $806,644Liabilities 2016: $0Net Assets 2016: $806,0822016Assets 2017: $666,270Liabilities 2017: $0Net Assets 2017: $662,5462017Assets 2018: $578,520Liabilities 2018: $0Net Assets 2018: $574,0792018Assets 2019: $604,897Liabilities 2019: $0Net Assets 2019: $604,8972019Assets 2020: $496,480Liabilities 2020: $0Net Assets 2020: $496,4802020Assets 2022: $378,958Liabilities 2022: $0Net Assets 2022: $378,9552022Assets 2024: $312,892Liabilities 2024: $0Net Assets 2024: $312,8922024

Highlighted filing

2018

Assets$578,520
Liabilities$0
Net Assets$574,079
Open 2018 Filing

Operations Trend

Revenue Growth92nd percentile

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

$400K$200K$0-$200KRevenue 2013: $32,993Expenses 2013: $72,608Net Income 2013: -$39,6152013Revenue 2014: $86,640Expenses 2014: $104,405Net Income 2014: -$17,7652014Revenue 2015: $74,984Expenses 2015: $186,751Net Income 2015: -$111,7672015Revenue 2016: $285,604Expenses 2016: $219,872Net Income 2016: $65,7322016Revenue 2017: $38,294Expenses 2017: $181,830Net Income 2017: -$143,5362017Revenue 2018: $73,537Expenses 2018: $162,004Net Income 2018: -$88,4672018Revenue 2019: $86,911Expenses 2019: $60,877Net Income 2019: $26,0342019Revenue 2020: $45,241Expenses 2020: $153,651Net Income 2020: -$108,4102020Revenue 2022: $75,760Expenses 2022: $118,258Net Income 2022: -$42,4982022Revenue 2024: $50,701Expenses 2024: $41,986Net Income 2024: $8,7152024

Highlighted filing

2018

Revenue$73,537
Expenses$162,004
Net Income-$88,467
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD GREENAWALTTrustee-$0--
MARGARET GREENAWALTTrustee-$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
2019-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
1801 MARKET STREET SUITE 1700, PHILADELPHIA, PA 19103
Preparer
Sophia Keisoglou
Phone
2155641900
Raw XML Appendix363 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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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.080058
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01061233
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01019070
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01048219
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01200000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01146766
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0159320
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.686746
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0158611
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0159320
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0709
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0159320
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0BDO USA LLP 1801 MARKET ST STE 1
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PHILADELPHIA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019103
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SOPHIA KEISOGLOU
IRS990PF/StatementsRegardingActyGrp/PhoneNum02155641900
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION RECEIVES CONTRIBUTIONS AND DISTRIBUTES FUNDS TO SUPPORT THE SERVICES AND PROGRAMS OF ORGANIZATIONS OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC,
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0LITERARY, AND EDUCATIONAL PURPOSES.
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0RICHARD MARGARET GREENAWALT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0159320
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED STATEMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0UNRELATED 501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Address is provided on the attachme
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019103
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0159320
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt046669
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt046669
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0126338
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0166301
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0124972
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt038536
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt09145
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt09145
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0568798
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0112651
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0126338
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0166301
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0124972
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt038536
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0159320
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0112651
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0577943
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0465292
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02574
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES-INVESTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02574
TaxesSchedule/TaxesDetail/Amt0110
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON DIVIDEND INC
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0110
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD GREENAWALT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0member
ReturnHeader/BusinessOfficerGrp/PhoneNum02155641900
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ALBERT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ALBE
ReturnHeader/Filer/EIN0237709316
ReturnHeader/Filer/InCareOfNm0% SOPHIA KEISOGLOU
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O BDO USA 1801 MARKET STREET Sui
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019103
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AC1C98A8FC23127C1132CA31609E3F0733AA7591
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DC812F730FDCA004DC6A21D6A4382FAC038D081E
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId024174920193185000004
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.104.111.26
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01801 MARKET STREET SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019103
ReturnHeader/PreparerPersonGrp/PhoneNum02155641900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SOPHIA KEISOGLOU
ReturnHeader/ReturnTs02019-11-14T10:36:06-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$578,520
Liabilities
$0
Net assets
$574,079
Revenue
$73,537
Expenses
$162,004
Net income
-$88,467
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
2018Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.74$0.74$1.62$0.88
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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