Civic Intelligence

Battles Charlotte Tuw

990 • Fiscal year 2013 • EIN 25-6029212

Jan 01, 2013 to Dec 31, 2013 • Filed on May 27, 2014

Organization ProfileN/A
Pnc Bank Na 620 Liberty Ave No10thfl15222

(412) 762-0861

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

89th percentile

43%

Higher net margin than 89% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

48th percentile

$45,726

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

59th percentile

5.0%

Faster asset growth than 59% of similar nonprofits.

2013 filings • 501(c)3 • $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

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$3,839,403

Up $184,129 (+5.0%) from 2012

Net Assets

Up

$3,839,403

Up $184,129 (+5.0%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin89th percentile

Revenue

$427,552

No earlier filing loaded for comparison.

Expenses

Down

$243,423

Down $55,345 (-19%) from 2012

Net Income

$184,129

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,427,732Liabilities 2010: $0Net Assets 2010: $3,427,7322010Assets 2011: $3,533,546Liabilities 2011: $0Net Assets 2011: $3,533,5462011Assets 2012: $3,655,274Liabilities 2012: $0Net Assets 2012: $3,655,2742012Assets 2013: $3,839,403Liabilities 2013: $0Net Assets 2013: $3,839,4032013Assets 2014: $4,140,282Liabilities 2014: $0Net Assets 2014: $4,140,2822014Assets 2015: $4,174,221Liabilities 2015: $0Net Assets 2015: $4,174,2212015Assets 2016: $4,018,356Liabilities 2016: $0Net Assets 2016: $4,018,3562016Assets 2017: $4,091,275Liabilities 2017: $0Net Assets 2017: $4,091,2752017Assets 2019: $4,243,159Liabilities 2019: $0Net Assets 2019: $4,243,1592019Assets 2020: $4,185,729Liabilities 2020: $0Net Assets 2020: $4,185,7292020Assets 2021: $5,451,642Liabilities 2021: $0Net Assets 2021: $5,451,6422021Assets 2022: $5,044,159Liabilities 2022: $0Net Assets 2022: $5,044,1592022Assets 2023: $4,703,926Liabilities 2023: $0Net Assets 2023: $4,703,9262023Assets 2024: $4,691,087Liabilities 2024: $0Net Assets 2024: $4,691,0872024

Highlighted filing

2013

Assets$3,839,403
Liabilities$0
Net Assets$3,839,403
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $247,7702010Expenses 2011: $248,8902011Expenses 2012: $298,7682012Revenue 2013: $427,552Expenses 2013: $243,423Net Income 2013: $184,1292013Revenue 2014: $463,398Expenses 2014: $241,116Net Income 2014: $222,2822014Revenue 2015: $283,090Expenses 2015: $249,149Net Income 2015: $33,9412015Revenue 2016: $97,682Expenses 2016: $253,549Net Income 2016: -$155,8672016Revenue 2017: $391,669Expenses 2017: $318,751Net Income 2017: $72,9182017Revenue 2019: $426,979Expenses 2019: $254,119Net Income 2019: $172,8602019Revenue 2020: $187,060Expenses 2020: $241,803Net Income 2020: -$54,7432020Revenue 2021: $1,528,158Expenses 2021: $255,782Net Income 2021: $1,272,3762021Revenue 2022: -$129,032Expenses 2022: $283,693Net Income 2022: -$412,7252022Revenue 2023: $52,937Expenses 2023: $274,829Net Income 2023: -$221,8922023Revenue 2024: $263,180Expenses 2024: $274,353Net Income 2024: -$11,1732024

Highlighted filing

2013

Revenue$427,552
Expenses$243,423
Net Income$184,129
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 27, 2014
Return Version
2013v3.0
Gross Receipts
$1,889,931
Mission and Program Overview

Mission

Continuing financial support of the erie county historical society

Continuing financial support of the erie historical society

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,638,340$3,830,341▲ $192,001
Investments in Publicly Traded Securities$3,600,675$3,787,510▲ $186,835
Savings and Temporary Cash Investments$54,599$51,893▼ $2,706
Rtn Earn Endowment Incm Other Fnds$16,934$9,062▼ $7,872
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$3,655,274$3,839,403▲ $184,129
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,655,274$3,839,403▲ $184,129
Total Liabilities and Net Assets / Fund Balance$3,655,274$3,839,403▲ $184,129
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Pnc Bank NaTrusteePT$45,726$45,726
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$427,174
Other Revenue
$378
Change in Net Assets
$184,129
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$197,688
Salaries, Compensation, and Employee Benefits$45,726
Other Expenses$9
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$197,688--$197,688
Current Officers, Directors, Trustees, and Key Employees-$45,726-$45,726
Other Expenses-$9-$9
Total Functional Expenses$197,688$45,735$0$243,423
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
25-1213025-501(c)(3)Unrestricted Grants for Operating Expenses and Continuing Financial Support of the Erie County Historical Society$197,688
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 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

Form 990, Part VI, Section A, Line 8A

“The charlotte battles trust is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on its behalf.”

Form 990, Part VI, Section A, Line 8B

“The charlotte battles trust is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on its behalf.”

Form 990, Part VI, Section B, Line 11

“Pnc bank as sole trustee of the trust prepares the tax returns for this trust,thus form 990 is prepared by the governing body.”

Form 990, Part VI, Section B, 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, Part VI, Section C, Line 18

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

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

EIN
25-6029212
Phone
4127620861

Signing Officer

Name
John W Alrutz
Title
Assistant Vice-president
Phone
4127623413
Signed
2014-05-27

Organization Details

Principal Officer
Roberta Mccann
Formed
1982
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0
Raw XML Appendix310 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/USAddress/City0PITTSBURGH
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0UNRESTRICTED GRANTS FOR OPERATING EXPENSES AND CONTINUING FINANCIAL SUPPORT OF THE ERIE COUNTY HISTORICAL SOCIETY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10ERIE COUNTY HISTORICAL SOCIETY
IRS990ScheduleI/RecipientTable/RecipientEIN0251213025
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE CHARLOTTE BATTLES TRUST 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/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CHARLOTTE BATTLES TRUST IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CHARLOTTE BATTLES TRUST IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING 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 OF THE TRUST PREPARES THE TAX RETURNS FOR THIS TRUST,THUS FORM 990 IS PREPARED BY THE GOVERNING BODY.
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 AND FROM GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST AND FROM GUIDESTAR.ORG. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03655274
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03839403
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10620 LIBERTY AVENUE
IRS990/USAddress/City0PITTSBURGH
IRS990/USAddress/State0PA
IRS990/USAddress/ZIPCode015222
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN W ALRUTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT VICE-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04127623413
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-27
ReturnHeader/Filer/BusinessName/BusinessNameLine10BATTLES CHARLOTTE TUW
ReturnHeader/Filer/BusinessNameControlTxt0BATT
ReturnHeader/Filer/EIN0256029212
ReturnHeader/Filer/PhoneNum04127620861
ReturnHeader/Filer/USAddress/AddressLine10PNC BANK NA 620 LIBERTY AVE NO
ReturnHeader/Filer/USAddress/AddressLine2010THFL
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode015222
ReturnHeader/ReturnTs02014-05-27T09:16:38-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,839,403
Liabilities
$0
Net assets
$3,839,403
Revenue
$427,552
Expenses
$243,423
Net income
$184,129
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.26$0.27$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.05$0.27$0.22
2022Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.13$0.28$0.41
2021Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$1.53$0.26$1.27
2020Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.19$0.24$0.05
2019Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.43$0.25$0.17
2017Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.39$0.32$0.07
2016Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.10$0.25$0.16
2015Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.28$0.25$0.03
2014Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.46$0.24$0.22
2013Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.43$0.24$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.66$0.00$3.66$0.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.53$0.00$3.53$0.25
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.43$0.00$3.43$0.25