Civic Intelligence

Samantha J MILL Trust FBO MILL Memorial

990 • Fiscal year 2023 • EIN 24-6012433

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 04, 2024

Organization ProfileN/A
116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

(412) 762-6538

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

72nd percentile

18%

Higher net margin than 72% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

80th percentile

$4,406

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 18.6% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

52nd percentile

1.8%

Faster asset growth than 52% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

84th percentile

62%

Faster revenue growth than 84% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$251,674

Up $4,510 (+1.8%) from 2022

Net Assets

Up

$251,674

Up $4,510 (+1.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin72nd percentile

Revenue

Up

$23,685

Up $9,068 (+62%) from 2022

Expenses

Down

$19,324

Down $133 (-0.7%) from 2022

Net Income

Up

$4,361

Up $9,201 (+190%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$400K$300K$200K$100K$0Assets 2010: $337,669Liabilities 2010: $0Net Assets 2010: $337,6692010Assets 2011: $307,531Liabilities 2011: $0Net Assets 2011: $307,5312011Assets 2012: $293,979Liabilities 2012: $0Net Assets 2012: $293,9792012Assets 2013: $296,273Liabilities 2013: $0Net Assets 2013: $296,2732013Assets 2014: $318,262Liabilities 2014: $0Net Assets 2014: $318,2622014Assets 2015: $296,559Liabilities 2015: $0Net Assets 2015: $296,5592015Assets 2016: $283,052Liabilities 2016: $0Net Assets 2016: $283,0522016Assets 2017: $275,188Liabilities 2017: $0Net Assets 2017: $275,1882017Assets 2018: $272,782Liabilities 2018: $0Net Assets 2018: $272,7822018Assets 2019: $280,253Liabilities 2019: $0Net Assets 2019: $280,2532019Assets 2020: $259,869Liabilities 2020: $0Net Assets 2020: $259,8692020Assets 2021: $252,064Liabilities 2021: $0Net Assets 2021: $252,0642021Assets 2022: $247,164Liabilities 2022: $0Net Assets 2022: $247,1642022Assets 2023: $251,674Liabilities 2023: $0Net Assets 2023: $251,6742023Assets 2024: $243,510Liabilities 2024: $0Net Assets 2024: $243,5102024

Highlighted filing

2023

Assets$251,674
Liabilities$0
Net Assets$251,674
Open 2023 Filing

Operations Trend

Revenue Growth84th percentile

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

$60K$40K$20K$0-$20K-$40KExpenses 2010: $16,2852010Expenses 2011: $18,3672011Expenses 2012: $18,3122012Revenue 2013: $20,288Expenses 2013: $17,994Net Income 2013: $2,2942013Revenue 2014: $40,821Expenses 2014: $17,989Net Income 2014: $22,8322014Revenue 2015: -$3,361Expenses 2015: $18,341Net Income 2015: -$21,7022015Revenue 2016: $10,095Expenses 2016: $25,937Net Income 2016: -$15,8422016Revenue 2017: $18,782Expenses 2017: $26,644Net Income 2017: -$7,8622017Revenue 2018: $22,756Expenses 2018: $25,167Net Income 2018: -$2,4112018Revenue 2019: $33,012Expenses 2019: $25,539Net Income 2019: $7,4732019Revenue 2020: $6,978Expenses 2020: $27,115Net Income 2020: -$20,1372020Revenue 2021: $21,464Expenses 2021: $29,248Net Income 2021: -$7,7842021Revenue 2022: $14,617Expenses 2022: $19,457Net Income 2022: -$4,8402022Revenue 2023: $23,685Expenses 2023: $19,324Net Income 2023: $4,3612023Revenue 2024: $11,554Expenses 2024: $19,659Net Income 2024: -$8,1052024

Highlighted filing

2023

Revenue$23,685
Expenses$19,324
Net Income$4,361
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 4, 2024
Return Version
2023v5.0
Gross Receipts
$144,889
Mission and Program Overview

Mission

Financial support of the mill memorial library

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$247,164$251,674▲ $4,510
Investments in Publicly Traded Securities$239,062$244,434▲ $5,372
Savings and Temporary Cash Investments$8,102$7,240▼ $862
Total Assets$247,164$251,674▲ $4,510
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$247,164$251,674▲ $4,510
Total Liabilities and Net Assets / Fund Balance$247,164$251,674▲ $4,510
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleBaseTotal
-Trustee$4,406$4,406
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$23,472
Other Revenue
$213
Change in Net Assets
$4,361
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$14,714
Salaries, Compensation, and Employee Benefits$4,406
Other Expenses$204
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$14,714--$14,714
Current Officers, Directors, Trustees, and Key Employees$881$3,525-$4,406
Fees for Services Other-$60-$60
Other Expenses-$60-$60
Total Functional Expenses$15,595$3,729$0$19,324
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mill Memorial LibraryNanticoke, PA501(c)(3)General Support$14,714
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“Samantha j mill trust fbo mill memorial library is a trust fund and has no written policy regarding the documentation of meetings and written actions of its governing body and committees with authority to act on its behalf.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“Samantha j mill trust fbo mill memorial library is a trust fund and has no written policy regarding the documentation of meetings and written actions of its governing body and committees with authority to act on its behalf.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Pnc bank, as sole trustee, arranges for the preparation of form 990. Returns are submitted to the trustee for review prior to filing.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“The conflict of interest policy of pnc charitable trust requires an annual affirmation that it has been received, read, understood and agreed to be complied with. In addition the policy requires an annual disclosure of the existence and nature of any affiliation in which a party would be considered an interested person under the policy.”

Form 990, Page 6, Part VI, Line 18

“Form 990 and related financial statements are made available through request.”

Form 990, Page 6, Part VI, Line 19

“Form 990 and related financial statements are made available through request. The governing documents and conflict of interest policy are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Samantha J Mill Tw
EIN
24-6012433
Phone
4127626538
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a
Title
Tax Manager
Phone
4127626538
Signed
2024-04-04
Discuss with paid preparer
Yes

Organization Details

Formed
1981
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Jason Belot
Phone
3302555814
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Return of Capital Adjustment $(50.91); 2022 Transaction Posted in 2023 $283.74; 2023 Transaction Posted in 2024 $(109.42); Rounding $(34.41)”

Raw XML Appendix358 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SAMANTHA J MILL TRUST FBO MILL MEMORIAL LIBRARY MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATION BY HOLDING MEETINGS TO DISCUSS INVESTMENTS AND THE GENERAL OPERATION OF THE TRUST, INCLUDING THE DISBURSEMENT OF FUNDS, TIME OF GRANTS, AND NEEDS OF THE SUPPORTED ORGANIZATION WITHIN THE TERMS OF THE TRUST AGREEMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1IN ADDITION THE TRUST PROVIDES QUARTERLY STATEMENTS THAT OUTLINE THE HOLDINGS AND ACTIVITIES OF THE TRUST AND THE INFORMATION REQUIRED AS PART OF THE ANNUAL NOTIFICATION REQUIREMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2WHILE THE SUPPORTED ORGANIZATION RELIES ON THE EXPERIENCE AND EXPERTISE OF THE INSTITUTIONAL TRUSTEE TO INVEST AND MANAGE THE INVESTMENTS IN THE TRUST, DUE TO THE CLOSE AND CONTINUOUS RELATIONSHIP, THE SUPPORTED ORGANIZATION HAS A SIGNIFICANT VOICE IN INVESTMENT DECISIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE SAMANTHA J MILL CHARITABLE TRUST WAS CREATED UNDER THE WILL OF SAMANTHA J MILL. UNDER THIS WILL, SAMANTHA J MILL LEFT THE RESIDUARY OF HER ESTATE IN TRUST FOR ESTABLISHING AND MAINTAINING THE MILL MEMORIAL LIBRARY. UNDER HER WILL SHE ALSO LEFT THE LAND ONTO WHICH THE LIBRARY WAS TO BE ESTABLISHED. SINCE THE ESTABLISHMENT OF THIS TRUST UPON THE DEATH OF SAMANTHA J MILL IN AUGUST 1937, THIS TRUST
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4DISTRIBUTED ITS FUNDS FOR THE MAINTENANCE AND UPKEEP OF THE MILL MEMORIAL LIBRARY. THE MILL MEMORIAL LIBRARY IS A PUBLIC LIBRARY AND IS PART OF THE LUZERNE COUNTY LIBRARY SYSTEM. THE FUNDS DISTRIBUTED TO THE LIBRARY DIRECTLY FURTHER THE EXEMPT PURPOSE BY HELPING TO MAINTAIN AND PAY THE EXPENSES OF THIS PUBLIC LIBRARY.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3SECTION E, LINE 2A AND LINE 2B
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE SAMANTHA J MILL TRUST FBO MILL MEMORIAL LIBRARY IS A TRUST FUND THAT DISBURSES FUNDS ONLY TO QUALIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUST'S GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SAMANTHA J MILL TRUST FBO MILL MEMORIAL LIBRARY IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING THE DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SAMANTHA J MILL TRUST FBO MILL MEMORIAL LIBRARY IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING THE DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PNC BANK, AS SOLE TRUSTEE, ARRANGES FOR THE PREPARATION OF FORM 990. RETURNS ARE SUBMITTED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY OF PNC CHARITABLE TRUST REQUIRES AN ANNUAL AFFIRMATION THAT IT HAS BEEN RECEIVED, READ, UNDERSTOOD AND AGREED TO BE COMPLIED WITH. IN ADDITION THE POLICY REQUIRES AN ANNUAL DISCLOSURE OF THE EXISTENCE AND NATURE OF ANY AFFILIATION IN WHICH A PARTY WOULD BE CONSIDERED AN INTERESTED PERSON UNDER THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Return of Capital Adjustment $(50.91); 2022 Transaction Posted in 2023 $283.74; 2023 Transaction Posted in 2024 $(109.42); Rounding $(34.41)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$251,674
Liabilities
$0
Net assets
$251,674
Revenue
$23,685
Expenses
$19,324
Net income
$4,361
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.12$0.20$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.24$0.19$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.15$0.19$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.21$0.29$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.07$0.27$0.20
2019Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.33$0.26$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.23$0.25$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.19$0.27$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.10$0.26$0.16
2015Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.03$0.18$0.22
2014Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.41$0.18$0.23
2013Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.20$0.18$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.94$0.00$2.94$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.08$0.00$3.08$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.38$0.00$3.38$0.16