Civic Intelligence

Petok Charitable Foundation

990PF • Fiscal year 2016 • EIN 23-7890011

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

Organization Profile
2200 Georgetown Drive Suite 401Sewickley, PA 15143

(724) 934-5600

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

2nd percentile

-697%

Higher net margin than 2% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

28th percentile

-9.4%

Faster asset growth than 28% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-83%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$31,218

Down $3,249 (-9.4%) from 2015

Net Assets

Down

$31,218

Down $3,249 (-9.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin2nd percentile

Revenue

Down

$467

Down $2,306 (-83%) from 2015

Expenses

Up

$3,720

Up $2,636 (+243%) from 2015

Net Income

Down

-$3,253

Down $4,942 (-293%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2016

Assets$31,218
Liabilities$0
Net Assets$31,218
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

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

2016

Revenue$467
Expenses$3,720
Net Income-$3,253
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FAYNE PETOKChairman-$0--
CAROL BARKINSecy/Treas-$0--
EDWARD B AUFMANManager-$0--
Filing and Contact Details

Filer

Filer Name
Petok Charitable Foundation
EIN
23-7890011
Phone
7249345600
Address
2200 GEORGETOWN DRIVE SUITE 401, SEWICKLEY, PA 15143

Signing Officer

Name
Edward B Aufman
Title
Manager
Phone
7249345600
Signed
2017-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Sodini & Company Inc
Address
1527 FREEPORT RD, NATRONA HEIGHTS, PA 15065-1314
Preparer
Robert W Sodini
Phone
7242262211
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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc144 SHS WESTPORT SELECT CAPITAL
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc588 SHS WESTPORT SELECT CAPITAL
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt036049
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt036322
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt033597
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt029922
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt030428
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt03650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.183335
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03645
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03650
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt05
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03650
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/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/IndividualWithBooksNm0EDWARD B AUFMAN MANAGER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02200 GEORGETOWN DRIVE SUITE 401
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SEWICKLEY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd015143
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07249345600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0SAMUEL PETOK DECEASED 2009
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MEMORIAL - MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SLOAN-KETTERING CANCER CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01275 YORK AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010065
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0500
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/AppliedToCurrentYearAmt01695
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01695
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01387
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01387
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01955
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01955
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03650
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01955
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03342
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01387
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt04
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN FOREIGN WITHHOLDING TAX
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/Amt155
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN WITHHOLDING TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX 2015 NET INVESTMENT I
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt015
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD B AUFMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum07249345600
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PETOK CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PETO
ReturnHeader/Filer/EIN0237890011
ReturnHeader/Filer/PhoneNum07249345600
ReturnHeader/Filer/USAddress/AddressLine1Txt02200 GEORGETOWN DRIVE SUITE 401
ReturnHeader/Filer/USAddress/CityNm0SEWICKLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015143
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0105765E572DEB4DC3E7ACB4146B0BE8786E2D991
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03C55BDE8F5BB5030E2F9B5B1332D0CCBD14F63D3
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251331612
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SODINI & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01527 FREEPORT RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NATRONA HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0150651314
ReturnHeader/PreparerPersonGrp/PhoneNum07242262211
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT W SODINI
ReturnHeader/ReturnTs02017-05-15T12:50:24-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,218
Liabilities
$0
Net assets
$31,218
Revenue
$467
Expenses
$3,720
Net income
-$3,253
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