Civic Intelligence

Petok Charitable Foundation

990PF • Fiscal year 2023 • EIN 23-7890011

Jan 01, 2023 to Dec 31, 2023 • Filed on May 01, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

14th percentile

-48%

Higher net margin than 14% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

48th percentile

-0.4%

Faster asset growth than 48% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

458%

Faster revenue growth than 97% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$29,659

Down $106 (-0.4%) from 2022

Net Assets

Down

$29,659

Down $106 (-0.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin14th percentile

Revenue

Up

$223

Up $183 (+458%) from 2022

Expenses

Down

$329

Down $4,292 (-93%) from 2022

Net Income

Up

-$106

Up $4,475 (+98%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2023

Assets$29,659
Liabilities$0
Net Assets$29,659
Open 2023 Filing

Operations Trend

Revenue Growth97th 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

2023

Revenue$223
Expenses$329
Net Income-$106
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 1, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th 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
2024-05-01
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 Appendix284 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/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/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
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/DistributableAsAdjustedAmt01407
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0617
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0617
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0617
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0617
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0790
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0311
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0311
TaxesSchedule/TaxesDetail/Amt014
TaxesSchedule/TaxesDetail/Amt14
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN WITHHOLDING TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX NET INVESTMENT INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt014
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD B AUFMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum07249345600
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-01
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT W SODINI
ReturnHeader/ReturnTs02024-05-09T08:51:49-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EDWARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0AUFMAN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,659
Liabilities
$0
Net assets
$29,659
Revenue
$223
Expenses
$329
Net income
-$106
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