Civic Intelligence

Petok Charitable Foundation

990PF • Fiscal year 2012 • EIN 23-7890011

Jan 01, 2012 to Dec 31, 2012 • Filed on May 06, 2013

Organization Profile
2200 Georgetown DriveRoom/Suite 40115143
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

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

Asset Growth

65th percentile

7.4%

Faster asset growth than 65% 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.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$28,178

Up $1,947 (+7.4%) from 2011

Net Assets

Up

$28,178

Up $1,947 (+7.4%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$224

Down $2,817 (-93%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$40K$30K$20K$10K$0Assets 2011: $26,231Liabilities 2011: $0Net Assets 2011: $26,2312011Assets 2012: $28,178Liabilities 2012: $0Net Assets 2012: $28,1782012Assets 2013: $29,373Liabilities 2013: $0Net Assets 2013: $29,3732013Assets 2014: $32,778Liabilities 2014: $0Net Assets 2014: $32,7782014Assets 2015: $34,467Liabilities 2015: $0Net Assets 2015: $34,4672015Assets 2016: $31,218Liabilities 2016: $0Net Assets 2016: $31,2182016Assets 2017: $32,874Liabilities 2017: $0Net Assets 2017: $32,8742017Assets 2018: $35,123Liabilities 2018: $0Net Assets 2018: $35,1232018Assets 2019: $33,577Liabilities 2019: $0Net Assets 2019: $33,5772019Assets 2020: $34,254Liabilities 2020: $0Net Assets 2020: $34,2542020Assets 2021: $34,346Liabilities 2021: $0Net Assets 2021: $34,3462021Assets 2022: $29,765Liabilities 2022: $0Net Assets 2022: $29,7652022Assets 2023: $29,659Liabilities 2023: $0Net Assets 2023: $29,6592023Assets 2024: $30,395Liabilities 2024: $0Net Assets 2024: $30,3952024

Highlighted filing

2012

Assets$28,178
Liabilities$0
Net Assets$28,178
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$5.0K$0-$5.0KExpenses 2011: $3,0412011Expenses 2012: $2242012Revenue 2013: $2,746Expenses 2013: $1,551Net Income 2013: $1,1952013Revenue 2014: $3,670Expenses 2014: $266Net Income 2014: $3,4042014Revenue 2015: $2,773Expenses 2015: $1,084Net Income 2015: $1,6892015Revenue 2016: $467Expenses 2016: $3,720Net Income 2016: -$3,2532016Revenue 2017: $2,173Expenses 2017: $517Net Income 2017: $1,6562017Revenue 2018: $2,284Expenses 2018: $59Net Income 2018: $2,2252018Revenue 2019: $1,322Expenses 2019: $2,846Net Income 2019: -$1,5242019Revenue 2020: $1,405Expenses 2020: $736Net Income 2020: $6692020Revenue 2021: $2,304Expenses 2021: $2,200Net Income 2021: $1042021Revenue 2022: $40Expenses 2022: $4,621Net Income 2022: -$4,5812022Revenue 2023: $223Expenses 2023: $329Net Income 2023: -$1062023Revenue 2024: $1,859Expenses 2024: $1,122Net Income 2024: $7372024

Highlighted filing

2012

Revenue-
Expenses$224
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 6, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FAYNE PETOKChairman-$0--
CAROL BARKINSecy/Treas-$0--
EDWARD J AUFMANManager-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSLOAN-KETTERING CANCER CENTERMEDICAL RESEARCHPUBLICNEW YORK, NY, US$200
Filing and Contact Details

Filer

EIN
23-7890011
Raw XML Appendix304 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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CompensationExplanation/Compensation/PersonName2EDWARD J AUFMAN
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue41813
InvestmentsOtherSchedule2/InvestmentsOther/BookValue53215
InvestmentsOtherSchedule2/InvestmentsOther/BookValue61092
InvestmentsOtherSchedule2/InvestmentsOther/BookValue71139
InvestmentsOtherSchedule2/InvestmentsOther/BookValue84211
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem054.149 / 27.369 SHS ARTISAN MID CAP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1109.779/109.779 SHS OAKMARK INT'L
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2162.164/141.209 SHS OAKMARK SELECT
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3129.970/136.908 SHS SELECTED AM SHAR
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem472.667/72.667SHS THORNBURG INT'L VAL
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5129.081/164.784 SHS WESTPORT SELECT
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem699.220/99.220 SHS LOOMIS SAYLES
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem754.039 /56.294 FIRST EAGLE OVERSEAS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem8579.461/400.372 PIMCO LOW DURATION D
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1CAROL BARKIN
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IRS990PF/UndistributedIncome/ExcessFromYear20634
IRS990PF/UndistributedIncome/ExcessFromYear304017
IRS990PF/UndistributedIncome/ExcessFromYear401436
IRS990PF/UndistributedIncome/QualifyingDistributions0200
IRS990PF/UndistributedIncome/TotalCorpus09701
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover010954
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
TaxesSchedule/Taxes/Amount08
TaxesSchedule/Taxes/Amount116
TaxesSchedule/Taxes/Category0FOREIGN WITHHOLDING TAXES
TaxesSchedule/Taxes/Category1EXCISE TAX 2011 NET INVESTMENT I
TaxesSchedule/Taxes/NetInvestmentIncome08
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0237890011
ReturnHeader/Filer/Name/BusinessNameLine10PETOK CHARITABLE FOUNDATION
ReturnHeader/Filer/NameControl0PETO
ReturnHeader/Filer/Phone07249345600
ReturnHeader/Filer/USAddress/AddressLine102200 GEORGETOWN DRIVE
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 401
ReturnHeader/Filer/USAddress/City0SEWICKLEY
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode015143
ReturnHeader/Officer/DateSigned02013-05-06
ReturnHeader/Officer/Name0EDWARD J AUFMAN
ReturnHeader/Officer/Phone07249345600
ReturnHeader/Officer/Title0MANAGER
ReturnHeader/Preparer/DatePrepared02013-05-07
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10SODINI & COMPANY INC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101527 FREEPORT RD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NATRONA HEIGHTS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0150651314
ReturnHeader/Preparer/Name0ROBERT W SODINI
ReturnHeader/Preparer/Phone07242262211
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-13T10:16:05-05:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,178
Liabilities
$0
Net assets
$28,178
Revenue
-
Expenses
$224
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$30.4$0.00$30.4$1.86$1.12$0.74
2023Detailed filing. Detailed filing data is available for this year.$29.7$0.00$29.7$0.22$0.33$0.11
2022Detailed filing. Detailed filing data is available for this year.$29.8$0.00$29.8$0.04$4.62$4.58
2021Detailed filing. Detailed filing data is available for this year.$34.3$0.00$34.3$2.30$2.20$0.10
2020Detailed filing. Detailed filing data is available for this year.$34.3$0.00$34.3$1.41$0.74$0.67
2019Detailed filing. Detailed filing data is available for this year.$33.6$0.00$33.6$1.32$2.85$1.52
2018Detailed filing. Detailed filing data is available for this year.$35.1$0.00$35.1$2.28$0.06$2.23
2017Detailed filing. Detailed filing data is available for this year.$32.9$0.00$32.9$2.17$0.52$1.66
2016Detailed filing. Detailed filing data is available for this year.$31.2$0.00$31.2$0.47$3.72$3.25
2015Detailed filing. Detailed filing data is available for this year.$34.5$0.00$34.5$2.77$1.08$1.69
2014Detailed filing. Detailed filing data is available for this year.$32.8$0.00$32.8$3.67$0.27$3.40
2013Detailed filing. Detailed filing data is available for this year.$29.4$0.00$29.4$2.75$1.55$1.20
2012Detailed filing. Detailed filing data is available for this year.$28.2$0.00$28.2$0.22
2011Detailed filing. Detailed filing data is available for this year.$26.2$0.00$26.2$3.04