Civic Intelligence

J D Charitable Trust

990PF • Fiscal year 2016 • EIN 25-6026556

Oct 01, 2015 to Sep 30, 2016 • Filed on Dec 07, 2016

620 Liberty Avenue 10th FloorPittsburgh, PA 15222-2705

(412) 762-9161

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

56th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

10th percentile

-50%

Higher net margin than 10% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

42nd percentile

-2.1%

Faster asset growth than 42% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

114%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$287,686

Down $6,298 (-2.1%) from 2015

Net Assets

Down

$287,686

Down $6,298 (-2.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$15,488

Up $8,235 (+114%) from 2015

Expenses

Up

$23,293

Up $1,664 (+7.7%) from 2015

Net Income

Up

-$7,805

Up $6,571 (+46%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $314,640Liabilities 2010: $0Net Assets 2010: $314,6402010Assets 2013: $314,961Liabilities 2013: $0Net Assets 2013: $314,9612013Assets 2014: $308,362Liabilities 2014: $0Net Assets 2014: $308,3622014Assets 2015: $293,984Liabilities 2015: $0Net Assets 2015: $293,9842015Assets 2016: $287,686Liabilities 2016: $0Net Assets 2016: $287,6862016Assets 2020: $419,864Liabilities 2020: $0Net Assets 2020: $419,8642020Assets 2021: $435,335Liabilities 2021: $0Net Assets 2021: $435,3352021Assets 2025: $423,394Liabilities 2025: $0Net Assets 2025: $423,3942025

Highlighted filing

2016

Assets$287,686
Liabilities$0
Net Assets$287,686

Operations Trend

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

$60K$40K$20K$0-$20K-$40KExpenses 2010: $12,5272010Expenses 2013: $18,4672013Revenue 2014: $12,653Expenses 2014: $21,483Net Income 2014: -$8,8302014Revenue 2015: $7,253Expenses 2015: $21,629Net Income 2015: -$14,3762015Revenue 2016: $15,488Expenses 2016: $23,293Net Income 2016: -$7,8052016Revenue 2020: $6,540Expenses 2020: $30,179Net Income 2020: -$23,6392020Revenue 2021: $40,533Expenses 2021: $24,901Net Income 2021: $15,6322021Revenue 2025: $40,984Expenses 2025: $25,308Net Income 2025: $15,6762025

Highlighted filing

2016

Revenue$15,488
Expenses$23,293
Net Income-$7,805
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Dec 7, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK N ATrustee-$2,914-$2,914
Filing and Contact Details

Filer

Filer Name
Jd Charitable Trust
EIN
25-6026556
Phone
4127629161
Address
620 LIBERTY AVENUE 10TH FLOOR, PITTSBURGH, PA 15222-2705

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
4127629161
Signed
2016-12-07
Raw XML Appendix336 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0258131
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON STOCK
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16117
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt224506
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS - FIXED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MUTUAL FUNDS - EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2OTHER EQUITY ASSETS
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PNC BANK NA
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt019921
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FUNDING FOR ARTIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TOUCHSTONE CENTER FOR CRAFTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01049 WHARTON FURNACE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FARMINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd015437
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt019921
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/AppliedToCurrentYearAmt0989
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt019921
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019974
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/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020910
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt018985
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt019921
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt054326
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0LIMITED PARTNERSHIPS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt04326
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt05526
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02898
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DISTRIBUTION OF ASSET IN EXCHANGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0GRANTMAKING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0406
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0406
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ENTERPRISE PRODS PARTNERS L P COM UNIT
OtherIncomeSchedule2/OtherIncomeDetail/Desc1FEDERAL TAX REFUND FROM PRIOR YEAR
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0314
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt171
OtherIncreasesSchedule/OtherIncreasesDetail/Amt04405
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RECEIPT OF ASSET IN EXCHANGE/SPINOFF
TaxesSchedule/TaxesDetail/Amt052
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04127629161
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JD CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JDCH
ReturnHeader/Filer/EIN0256026556
ReturnHeader/Filer/PhoneNum04127629161
ReturnHeader/Filer/USAddress/AddressLine1Txt0620 LIBERTY AVENUE 10TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152222705
ReturnHeader/ReturnTs02016-12-15T15:02:48-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

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