Civic Intelligence

Pace School Endowment Fund

EIN 25-1432157 • 501(c)3 • Pittsburgh, PA

Profile

To invest and manage contributions for the benefit of pace school, an organization exempt from income tax.

2432 Greensburg PikePittsburgh, PA 15221

www.paceschool.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

16th percentile

0.02x

Higher debt load relative to assets than 16% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.15x

Higher debt load relative to revenue than 35% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

96th percentile

82%

Higher net margin than 96% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

78th percentile

16%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2025

Revenue Growth

66th percentile

15%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$26,226,701

Up $6,854,258 (+35%) from 2023

Liabilities

Up

$433,988

Up $132,451 (+44%) from 2023

Net Assets

Up

$25,792,713

Up $6,721,807 (+35%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin96th percentile

Revenue

Up

$2,800,820

Up $676,326 (+32%) from 2023

Expenses

Up

$491,379

Up $181,453 (+59%) from 2023

Net Income

Up

$2,309,441

Up $494,873 (+27%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $5,562,775Liabilities 2011: $90,826Net Assets 2011: $5,471,9492011Assets 2013: $7,136,944Liabilities 2013: $112,121Net Assets 2013: $7,024,8232013Assets 2014: $8,244,571Liabilities 2014: $96,904Net Assets 2014: $8,147,6672014Assets 2015: $9,190,293Liabilities 2015: $110,251Net Assets 2015: $9,080,0422015Assets 2016: $9,415,876Liabilities 2016: $129,447Net Assets 2016: $9,286,4292016Assets 2017: $10,634,440Liabilities 2017: $136,204Net Assets 2017: $10,498,2362017Assets 2018: $12,598,562Liabilities 2018: $154,370Net Assets 2018: $12,444,1922018Assets 2019: $14,504,641Liabilities 2019: $214,042Net Assets 2019: $14,290,5992019Assets 2020: $15,798,471Liabilities 2020: $245,401Net Assets 2020: $15,553,0702020Assets 2021: $19,915,220Liabilities 2021: $211,740Net Assets 2021: $19,703,4802021Assets 2022: $17,358,504Liabilities 2022: $231,471Net Assets 2022: $17,127,0332022Assets 2023: $19,372,443Liabilities 2023: $301,537Net Assets 2023: $19,070,9062023Assets 2025: $26,226,701Liabilities 2025: $433,988Net Assets 2025: $25,792,7132025

Highlighted filing

2025

Assets$26,226,701
Liabilities$433,988
Net Assets$25,792,713
Open 2025 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0Expenses 2011: $107,4582011Expenses 2013: $129,3002013Revenue 2014: $569,037Expenses 2014: $150,347Net Income 2014: $418,6902014Revenue 2015: $1,283,801Expenses 2015: $140,287Net Income 2015: $1,143,5142015Revenue 2016: $848,980Expenses 2016: $154,379Net Income 2016: $694,6012016Revenue 2017: $615,664Expenses 2017: $176,105Net Income 2017: $439,5592017Revenue 2018: $1,794,301Expenses 2018: $183,327Net Income 2018: $1,610,9742018Revenue 2019: $2,179,108Expenses 2019: $202,638Net Income 2019: $1,976,4702019Revenue 2020: $1,483,389Expenses 2020: $272,007Net Income 2020: $1,211,3822020Revenue 2021: $1,337,309Expenses 2021: $318,210Net Income 2021: $1,019,0992021Revenue 2022: $2,007,146Expenses 2022: $291,892Net Income 2022: $1,715,2542022Revenue 2023: $2,124,494Expenses 2023: $309,926Net Income 2023: $1,814,5682023Revenue 2025: $2,800,820Expenses 2025: $491,379Net Income 2025: $2,309,4412025

Highlighted filing

2025

Revenue$2,800,820
Expenses$491,379
Net Income$2,309,441
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$26,226,701
Liabilities
$433,988
Net assets
$25,792,713
Revenue
$2,800,820
Expenses
$491,379
Net income
$2,309,441
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.2$0.43$25.8$2.80$0.49$2.31
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.4$0.30$19.1$2.12$0.31$1.81
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.4$0.23$17.1$2.01$0.29$1.72
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.9$0.21$19.7$1.34$0.32$1.02
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.8$0.25$15.6$1.48$0.27$1.21
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.5$0.21$14.3$2.18$0.20$1.98
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.6$0.15$12.4$1.79$0.18$1.61
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$0.14$10.5$0.62$0.18$0.44
2016Detailed filing. Detailed filing data is available for this year.$9.42$0.13$9.29$0.85$0.15$0.69
2015Detailed filing. Detailed filing data is available for this year.$9.19$0.11$9.08$1.28$0.14$1.14
2014Detailed filing. Detailed filing data is available for this year.$8.24$0.10$8.15$0.57$0.15$0.42
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.14$0.11$7.02$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.56$0.09$5.47$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$21,502,426
Mission and Program Overview

Mission

To invest and manage contributions for the benefit of pace school, an organization exempt from income tax.

To invest and manage contributions for the benefit of pace school, a 501(c)(3).

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$22,685,628$25,634,674▲ $2,949,046
Prepaid Expenses and Deferred Charges$381,192$433,988▲ $52,796
Savings and Temporary Cash Investments$193,575$158,039▼ $35,536
Total Assets$23,260,395$26,226,701▲ $2,966,306
Liabilities
Other Liabilities$381,192$433,988▲ $52,796
Accounts Payable and Accrued Expenses$800--
Total Liabilities$381,992$433,988▲ $51,996
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$22,878,403$25,792,713▲ $2,914,310
Total Net Assets Fund Balance$22,878,403$25,792,713▲ $2,914,310
Total Liabilities and Net Assets / Fund Balance$23,260,395$26,226,701▲ $2,966,306

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$22,878,403$1,000,000▲ $2,405,689-$25,792,713
2023$19,070,906$1,501,049▲ $2,709,464-$22,878,403
2022$17,127,033$600,000▲ $1,653,799-$19,070,906
2021$19,703,480$500,000▼ $2,784,555-$17,127,033
2020$15,553,070-▲ $4,468,620-$19,703,480
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
Amira Mclemore WolfsonCEO (eff April 2024)$132,166$132,166

Board Members and Trustees

NameTitle
James IslerChairperson
Matt HelfrichPresident
Brett FulesdayTrustee
Jennifer SengTrustee
Karen ShepherdCEO (thru June 2024)
Lynda PetrichevichTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,000,000
Program Service Revenue
$0
Investment Income
$1,800,820
Other Revenue
$0
Change in Net Assets
$2,309,441

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,690,633
Revenue Not Reported on Financial Statements
$1,110,187
Revenue Not Reported on Form 990
$9,290,960
Other Revenue Adjustments
$1,000,000
Total Revenue per Audited Statements
$10,981,593
Total Revenue per Form 990
$2,800,820
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$381,192
Other Expenses$110,187
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$381,192--$381,192
Fees for Service Investment Mgmnt Fees$110,187--$110,187
Total Functional Expenses$491,379$0$0$491,379

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Form 990$8,395,072
Total Expenses per Audited Statements$8,395,072
Expenses Not Reported on Financial Statements$491,379
Total Expenses per Form 990$491,379
Other Expense Adjustments$381,192
Expenses per Audited Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pace SchoolPittsburgh, PA501(c)3Transfer to Supported Org in Accordance With Trust Agreement$381,192
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Pace School$433,988
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 was prepared by an independent public accountant. The form is then reviewed in detail by the school cfo and controller on behalf of the endowment fund. The form is presented to the board of trustees prior to filing.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Part VI, Section B. Policies

“The pace school endowment fund has no direct employees. Therefore, most of the policy related questions in part vi section b. Policies are answered "no".”

Filing and Contact Details

Filer

Filer Name
Pace School Endowment Fund
EIN
25-1432157
Phone
4122441900
Address
2432 GREENSBURG PIKE, PITTSBURGH, PA 15221

Signing Officer

Name
Amira Mclemore Wolfson
Title
CEO
Phone
4122441900
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amira Mclemore Wolfson
Formed
1982
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
MAHER DUESSEL CPA'S
Address
503 MARTINDALE STREET SUITE 600, PITTSBURGH, PA 15212
Preparer
Elizabeth E Krisher
Phone
4124715500
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“Process has not changed from the prior year.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Consolidated financial statements-revenue pace school (25-1186708) 8,686,091.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Transfer from pace school (inter-entity transfer) 1,000,000.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Consolidated financial statements-expenses pace school (25-1186708) 8,395,072.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Transfer to pace school (inter-entity transfer) 381,192.”

Schedule D, Part V, Line 4

“The board designated endowment was established for the benefit of pace school, an organization exempt from income tax, including, without limitations, such expenditures as: capital improvements; sabbatical leave for eligible staff; scholarships for students; staff development; new educational programs and sustaining or expanding current programs; improvements to employee benefit programs; reduction of the principal amount of mortgage and other debts.”

Raw XML AppendixShowing 400 of 481 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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IRS990/BooksInCareOfDetail/PhoneNum04122441900
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IRS990/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
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IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5CEO (EFF APRIL 2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt6CEO (THRU JUNE 2024)
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IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01800818
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0193575
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0158039
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0251186708
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0381192
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PACE SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0381192
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0110187
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt022878403
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01000000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt025792713
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0381192
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02405689
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0102279
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt019070906
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01501049
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt022878403
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0300737
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02709464
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt079255
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt017127033
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0600000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt019070906
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0230671
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01653799
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt081752
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt019703480
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0500000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt017127033
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0210140
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2784555
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt073609
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt015553070
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt019703480
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0244601
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04468620
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt08395072
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0491379
IRS990ScheduleD/ExpensesSubtotalAmt00
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0110187
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0110187
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0604869
IRS990ScheduleD/OtherExpensesIncludedAmt08395072
IRS990ScheduleD/OtherExpensesNotIncludedAmt0381192
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0433988
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO PACE SCHOOL
IRS990ScheduleD/OtherRevenueAmt08686091
IRS990ScheduleD/OtherRevenuesNotIncludedAmt01000000
IRS990ScheduleD/RevenueNotReportedAmt09290960
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01110187
IRS990ScheduleD/RevenueSubtotalAmt01690633
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CONSOLIDATED FINANCIAL STATEMENTS-REVENUE PACE SCHOOL (25-1186708) 8,686,091.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1TRANSFER FROM PACE SCHOOL (INTER-ENTITY TRANSFER) 1,000,000.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CONSOLIDATED FINANCIAL STATEMENTS-EXPENSES PACE SCHOOL (25-1186708) 8,395,072.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3TRANSFER TO PACE SCHOOL (INTER-ENTITY TRANSFER) 381,192.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4THE BOARD DESIGNATED ENDOWMENT WAS ESTABLISHED FOR THE BENEFIT OF PACE SCHOOL, AN ORGANIZATION EXEMPT FROM INCOME TAX, INCLUDING, WITHOUT LIMITATIONS, SUCH EXPENDITURES AS: CAPITAL IMPROVEMENTS; SABBATICAL LEAVE FOR ELIGIBLE STAFF; SCHOLARSHIPS FOR STUDENTS; STAFF DEVELOPMENT; NEW EDUCATIONAL PROGRAMS AND SUSTAINING OR EXPANDING CURRENT PROGRAMS; IMPROVEMENTS TO EMPLOYEE BENEFIT PROGRAMS; REDUCTION OF THE PRINCIPAL AMOUNT OF MORTGAGE AND OTHER DEBTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4SCHEDULE D, PART V, LINE 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0491379
IRS990ScheduleD/TotalLiabilityAmt0433988
IRS990ScheduleD/TotalRevenuePerForm990Amt02800820
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010981593
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08395072
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0381192
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TRANSFER TO SUPPORTED ORG IN ACCORDANCE WITH TRUST AGREEMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PACE SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0251186708
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02432 GREENSBURG PIKE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PITTSBURGH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd015221
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE GRANT IS GIVEN TO A RELATED ORGANIZATION (PACE SCHOOL). THE BOARD OF TRUSTEES ENSURES THAT THE SCHOOL IS PROPERLY USING GRANT FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0227740
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt012733
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt04860
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KAREN SHEPHERD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO (THRU JUNE 2024)
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0245333
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTANT. THE FORM IS THEN REVIEWED IN DETAIL BY THE SCHOOL CFO AND CONTROLLER ON BEHALF OF THE ENDOWMENT FUND. THE FORM IS PRESENTED TO THE BOARD OF TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PACE SCHOOL ENDOWMENT FUND HAS NO DIRECT EMPLOYEES. THEREFORE, MOST OF THE POLICY RELATED QUESTIONS IN PART VI SECTION B. POLICIES ARE ANSWERED "NO".
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION B. POLICIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PACE SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0251186708
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION (PRIVATE SCHOOL)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(B)(1)(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02432 GREENSBURG PIKE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PITTSBURGH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd015221
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0381192
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt11000000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL AMOUNT TRANSFERRED
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ACTUAL AMOUNT RECEIVED
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0PACE SCHOOL
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1PACE SCHOOL
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1C

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