Civic Intelligence

J C Kelly Tr FBO a E & J C Kelly Fd 1

990PF • Fiscal year 2014 • EIN 25-1221305

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 28, 2015

Pnc Bank Na 620 Liberty Avenue 10Pittsburgh, PA 15222-2705

(412) 762-5188

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

15th percentile

-28%

Higher net margin than 15% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

79th percentile

$3,984

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 24.0% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

38th percentile

-3.0%

Faster asset growth than 38% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$260,448

Down $7,987 (-3.0%) from 2013

Net Assets

Down

$260,448

Down $7,987 (-3.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$16,570

Up $1,762 (+12%) from 2013

Expenses

Up

$21,140

Up $5,396 (+34%) from 2013

Net Income

Down

-$4,570

Down $3,634 (-388%) from 2013

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $278,073Liabilities 2010: $0Net Assets 2010: $278,0732010Assets 2011: $271,827Liabilities 2011: $0Net Assets 2011: $271,8272011Assets 2012: $266,053Liabilities 2012: $0Net Assets 2012: $266,0532012Assets 2013: $268,435Liabilities 2013: $0Net Assets 2013: $268,4352013Assets 2014: $260,448Liabilities 2014: $0Net Assets 2014: $260,4482014Assets 2015: $264,638Liabilities 2015: $0Net Assets 2015: $264,6382015Assets 2016: $295,052Liabilities 2016: $0Net Assets 2016: $295,0522016Assets 2017: $399,760Liabilities 2017: $0Net Assets 2017: $399,7602017Assets 2018: $390,137Liabilities 2018: $0Net Assets 2018: $390,1372018Assets 2019: $387,111Liabilities 2019: $0Net Assets 2019: $387,1112019Assets 2020: $378,701Liabilities 2020: $0Net Assets 2020: $378,7012020Assets 2021: $392,374Liabilities 2021: $0Net Assets 2021: $392,3742021Assets 2022: $365,509Liabilities 2022: $0Net Assets 2022: $365,5092022Assets 2023: $352,701Liabilities 2023: $0Net Assets 2023: $352,7012023Assets 2024: $350,672Liabilities 2024: $0Net Assets 2024: $350,6722024

Highlighted filing

2014

Assets$260,448
Liabilities$0
Net Assets$260,448

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $18,6662010Expenses 2011: $16,1732011Expenses 2012: $18,9002012Revenue 2013: $14,808Expenses 2013: $15,744Net Income 2013: -$9362013Revenue 2014: $16,570Expenses 2014: $21,140Net Income 2014: -$4,5702014Revenue 2015: $22,397Expenses 2015: $18,203Net Income 2015: $4,1942015Revenue 2016: $50,201Expenses 2016: $19,788Net Income 2016: $30,4132016Revenue 2017: $125,832Expenses 2017: $21,123Net Income 2017: $104,7092017Revenue 2018: $13,610Expenses 2018: $23,229Net Income 2018: -$9,6192018Revenue 2019: $21,448Expenses 2019: $24,476Net Income 2019: -$3,0282019Revenue 2020: $12,051Expenses 2020: $19,717Net Income 2020: -$7,6662020Revenue 2021: $36,612Expenses 2021: $22,979Net Income 2021: $13,6332021Revenue 2022: -$979Expenses 2022: $25,092Net Income 2022: -$26,0712022Revenue 2023: $7,752Expenses 2023: $21,490Net Income 2023: -$13,7382023Revenue 2024: $19,128Expenses 2024: $21,428Net Income 2024: -$2,3002024

Highlighted filing

2014

Revenue$16,570
Expenses$21,140
Net Income-$4,570
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 28, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$3,984-$3,984
Filing and Contact Details

Filer

Filer Name
Kelly Ae & Jc Fd 1
EIN
25-1221305
Phone
4127625188
Address
PNC BANK NA 620 LIBERTY AVENUE 10, PITTSBURGH, PA 15222-2705

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
4127625188
Signed
2015-04-28
Raw XML Appendix334 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1141048
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS - FIXED INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MUTUAL FUNDS - EQUITIES
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1255278
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01992
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07340
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02008-11-03
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01960
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0156.696 ASTON TAMRO SMALL CAP FUND CL I FUND 238
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc143. ISHARES TR S&P 500/BARRA GROWTH INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc250. ISHARES TR S&P 500/BARRA VALUE INDEX
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-4570
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03417
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PNC BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd015222
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PNC BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04127625188
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UPMC MCKEESPORT HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BOYS & GIRLS CLUB OF W PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2YMCA OF GREATER PITTSBURGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0ATTN PLANNED GIVING STE 8084
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1ATTN MELISSA WELLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0MEDICAL HEALTH SCIENCE FDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15432 BUTLER ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2VICE PRESIDENT/FINANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PITTSBURGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PITTSBURGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PITTSBURGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd015213
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1152012626
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2152221496
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013800
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/AppliedToCurrentYearAmt05044
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt013801
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018304
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018845
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013260
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt013801
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES - PRINCIPAL (ALLOCA
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03053
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03053
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03417
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFF BETWEEN CARRYING VALUE AND TAX COST
TaxesSchedule/TaxesDetail/Amt043
TaxesSchedule/TaxesDetail/Amt1260
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04127625188
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KELLY AE & JC FD 1
ReturnHeader/Filer/BusinessNameControlTxt0KELL
ReturnHeader/Filer/EIN0251221305
ReturnHeader/Filer/PhoneNum04127625188
ReturnHeader/Filer/USAddress/AddressLine1Txt0PNC BANK NA 620 LIBERTY AVENUE 10
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152222705
ReturnHeader/ReturnTs02015-04-29T09:00:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.19$0.21$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.08$0.21$0.14
2022Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.01$0.25$0.26
2021Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.37$0.23$0.14
2020Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.12$0.20$0.08
2019Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.21$0.24$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.14$0.23$0.10
2017Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$1.26$0.21$1.05
2016Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.50$0.20$0.30
2015Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.22$0.18$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.17$0.21$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.15$0.16$0.01
2012Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.19
2011Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.16
2010Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.19