Civic Intelligence

The Albert Trust

990PF • Fiscal year 2020 • EIN 23-7709316

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 08, 2021

Organization Profile
C/O Bdo USA 1801 Market StreetPhiladelphia, PA 19103

(215) 564-1900

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

6th percentile

-240%

Higher net margin than 6% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

20th percentile

-18%

Faster asset growth than 20% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

23rd percentile

-48%

Faster revenue growth than 23% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$496,480

Down $108,417 (-18%) from 2019

Net Assets

Down

$496,480

Down $108,417 (-18%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin6th percentile

Revenue

Down

$45,241

Down $41,670 (-48%) from 2019

Expenses

Up

$153,651

Up $92,774 (+152%) from 2019

Net Income

Down

-$108,410

Down $134,444 (-516%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2020

Assets$496,480
Liabilities$0
Net Assets$496,480
Open 2020 Filing

Operations Trend

Revenue Growth23rd 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

2020

Revenue$45,241
Expenses$153,651
Net Income-$108,410
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 8, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th 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, PHILADELPHIA, PA 19103

Signing Officer

Name
Richard Greenawalt
Title
member
Phone
2155641900
Signed
2021-11-08
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 Appendix329 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/StatementsRegardingActyGrp/PhoneNum02155641900
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IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0RICHARD MARGARET GREENAWALT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0148830
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt043903
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014937
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0112651
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0126338
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0166301
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0124972
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0124972
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0525154
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0104927
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt014937
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0112651
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0126338
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0166301
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0104927
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0650126
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0545199
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherDecreasesSchedule/OtherDecreasesDetail/Desc0IMM MISCELLANEOUS ADJUSTMENTS
OtherIncreasesSchedule/OtherIncreasesDetail/Amt00
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0IMM MISCELLANEOUS ADJUSTMENTS
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES-INVESTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02020
TaxesSchedule/TaxesDetail/Amt0101
TaxesSchedule/TaxesDetail/Amt12700
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON DIVIDEND INC
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENTS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0101
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12700
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard Greenawalt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0member
ReturnHeader/BusinessOfficerGrp/PhoneNum02155641900
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-08
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
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019103
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/ReturnTs02021-11-08T12:12:01-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Richard
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Greenawalt
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$496,480
Liabilities
$0
Net assets
$496,480
Revenue
$45,241
Expenses
$153,651
Net income
-$108,410
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
2020Detailed filing. Detailed filing data is available for this year.$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
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