Civic Intelligence

Samuel and Emma Winters Foundation 8078-7

990PF • Fiscal year 2013 • EIN 25-6024170

Jan 01, 2013 to Dec 31, 2013 • Filed on Feb 26, 2014

C/O Pnc Bank 620 Liberty Avenue No10 FL15222-2705

(412) 768-5898

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

68th percentile

15%

Higher net margin than 68% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

47th percentile

0.9%

Faster asset growth than 47% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$1,191,830

Up $11,100 (+0.9%) from 2012

Net Assets

Up

$1,191,830

Up $11,100 (+0.9%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$74,928

No earlier filing loaded for comparison.

Expenses

Down

$63,828

Down $1,213 (-1.9%) from 2012

Net Income

$11,100

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,185,225Liabilities 2010: $0Net Assets 2010: $1,185,2252010Assets 2011: $1,185,775Liabilities 2011: $0Net Assets 2011: $1,185,7752011Assets 2012: $1,180,730Liabilities 2012: $0Net Assets 2012: $1,180,7302012Assets 2013: $1,191,830Liabilities 2013: $0Net Assets 2013: $1,191,8302013Assets 2014: $1,307,779Liabilities 2014: $0Net Assets 2014: $1,307,7792014Assets 2015: $1,435,117Liabilities 2015: $0Net Assets 2015: $1,435,1172015Assets 2016: $1,389,063Liabilities 2016: $0Net Assets 2016: $1,389,0632016Assets 2017: $1,400,474Liabilities 2017: $0Net Assets 2017: $1,400,4742017Assets 2018: $1,456,161Liabilities 2018: $0Net Assets 2018: $1,456,1612018Assets 2019: $1,430,153Liabilities 2019: $0Net Assets 2019: $1,430,1532019Assets 2020: $1,402,673Liabilities 2020: $0Net Assets 2020: $1,402,6732020Assets 2021: $1,837,728Liabilities 2021: $0Net Assets 2021: $1,837,7282021Assets 2022: $1,804,910Liabilities 2022: $0Net Assets 2022: $1,804,9102022Assets 2023: $1,564,873Liabilities 2023: $0Net Assets 2023: $1,564,8732023Assets 2024: $1,552,162Liabilities 2024: $0Net Assets 2024: $1,552,1622024

Highlighted filing

2013

Assets$1,191,830
Liabilities$0
Net Assets$1,191,830

Operations Trend

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $52,9662010Expenses 2011: $59,1602011Expenses 2012: $65,0412012Revenue 2013: $74,928Expenses 2013: $63,828Net Income 2013: $11,1002013Revenue 2014: $202,721Expenses 2014: $73,993Net Income 2014: $128,7282014Revenue 2015: $215,769Expenses 2015: $88,431Net Income 2015: $127,3382015Revenue 2016: $20,575Expenses 2016: $66,635Net Income 2016: -$46,0602016Revenue 2017: $85,250Expenses 2017: $73,836Net Income 2017: $11,4142017Revenue 2018: $134,390Expenses 2018: $78,907Net Income 2018: $55,4832018Revenue 2019: $53,832Expenses 2019: $79,840Net Income 2019: -$26,0082019Revenue 2020: $54,191Expenses 2020: $80,195Net Income 2020: -$26,0042020Revenue 2021: $518,400Expenses 2021: $82,281Net Income 2021: $436,1192021Revenue 2022: $67,122Expenses 2022: $100,544Net Income 2022: -$33,4222022Revenue 2023: -$159,294Expenses 2023: $82,804Net Income 2023: -$242,0982023Revenue 2024: $69,638Expenses 2024: $82,323Net Income 2024: -$12,6852024

Highlighted filing

2013

Revenue$74,928
Expenses$63,828
Net Income$11,100
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Feb 26, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$0--
Filing and Contact Details

Filer

EIN
25-6024170
Phone
4127685898

Signing Officer

Name
Dale Kohser
Title
Assistant Vice President
Phone
4127685898
Signed
2014-02-26
Raw XML Appendix319 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS - FIXED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MUTUAL FUNDS - EQUITY
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PROVIDED FOR 2 RESEARCH GRANTS
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0A LETTER DESCRIBING EXPERIMENTAL WORK & RESEARCH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0PNC BANK NA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04127627941
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine10620 LIBERTY AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0PITTSBURGH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode015222
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0FIELDS OF MEDICINE, DENTISTRY, PUBLIC HEALTH, AREAS OF SCIENTIFIC STUDIES, EXPERIMENTAL WORK OR RESEARCH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE: GRANTS ARE EVALUATED IN JANUARY & FEBRUARY EACH YEAR.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt137500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RESEARCH GRANTS FOR DOCTORS HUGHEY AND IKEDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1RESEARCH GRANT FOR DOCTORS WASHBURGH, DAS, AND MCCARTNEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10UNIVERSITY OF PITTSBURGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11CARNEGIE MELLON UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine101218 SCAIFE HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine115000 FIFTH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0PITTSBURGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1PITTSBURGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode015261
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode115213
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt062500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0251
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt062249
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt072103
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt062500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt071852
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt062249
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0846
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt12100
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt22100
OtherIncomeSchedule2/OtherIncomeDetail/Desc0RETURN OF 2011 GRANT
OtherIncomeSchedule2/OtherIncomeDetail/Desc1REFUNDED FEES
OtherIncomeSchedule2/OtherIncomeDetail/Desc2INTEREST ON FEE REIMBURSEMENT
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0846
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt12100
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt22100
TaxesSchedule/TaxesDetail/Amt01200
TaxesSchedule/TaxesDetail/Amt1128
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED EXCISE TAX PAYMENTS TAX YEAR 2013
TaxesSchedule/TaxesDetail/CategoryTxt1BALANCE OF 2012 EXCISE TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DALE KOHSER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04127685898
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-02-26
ReturnHeader/Filer/BusinessName/BusinessNameLine10SAMUEL AND EMMA WINTERS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAMU
ReturnHeader/Filer/EIN0256024170
ReturnHeader/Filer/PhoneNum04127685898
ReturnHeader/Filer/USAddress/AddressLine10C/O PNC BANK 620 LIBERTY AVENUE NO
ReturnHeader/Filer/USAddress/AddressLine2010 FL
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0152222705
ReturnHeader/ReturnTs02014-02-26T07:38:48-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.07$0.08$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.16$0.08$0.24
2022Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.07$0.10$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.52$0.08$0.44
2020Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.05$0.08$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.05$0.08$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.13$0.08$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.09$0.07$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.02$0.07$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.22$0.09$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.20$0.07$0.13
2013Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.07$0.06$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.06
2010Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.05