Civic Intelligence

Oceana Ball Trust

990 • Fiscal year 2017 • EIN 25-6056799

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 14, 2017

Organization ProfileN/A
116 Allegheny Center Mall P8-yb35-Pittsburgh, PA 15212

(412) 768-9969

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

85th percentile

38%

Higher net margin than 85% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

48th percentile

$15,676

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 12.8% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

56th percentile

4.2%

Faster asset growth than 56% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

162%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,148,364

Up $46,090 (+4.2%) from 2016

Net Assets

Up

$1,148,364

Up $46,090 (+4.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin85th percentile

Revenue

Up

$122,115

Up $75,468 (+162%) from 2016

Expenses

Up

$76,025

Up $1,147 (+1.5%) from 2016

Net Income

Up

$46,090

Up $74,321 (+263%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,039,356Liabilities 2011: $0Net Assets 2011: $1,039,3562011Assets 2012: $1,035,572Liabilities 2012: $0Net Assets 2012: $1,035,5722012Assets 2013: $1,074,226Liabilities 2013: $0Net Assets 2013: $1,074,2262013Assets 2014: $1,088,055Liabilities 2014: $0Net Assets 2014: $1,088,0552014Assets 2015: $1,130,505Liabilities 2015: $0Net Assets 2015: $1,130,5052015Assets 2016: $1,102,274Liabilities 2016: $0Net Assets 2016: $1,102,2742016Assets 2017: $1,148,364Liabilities 2017: $0Net Assets 2017: $1,148,3642017Assets 2018: $1,142,431Liabilities 2018: $0Net Assets 2018: $1,142,4312018Assets 2019: $1,343,894Liabilities 2019: $0Net Assets 2019: $1,343,8942019Assets 2020: $1,379,474Liabilities 2020: $0Net Assets 2020: $1,379,4742020Assets 2021: $1,374,244Liabilities 2021: $0Net Assets 2021: $1,374,2442021Assets 2022: $1,400,499Liabilities 2022: $0Net Assets 2022: $1,400,4992022Assets 2023: $1,318,002Liabilities 2023: $0Net Assets 2023: $1,318,0022023Assets 2024: $1,287,591Liabilities 2024: $0Net Assets 2024: $1,287,5912024Assets 2025: $1,271,554Liabilities 2025: $0Net Assets 2025: $1,271,5542025

Highlighted filing

2017

Assets$1,148,364
Liabilities$0
Net Assets$1,148,364
Open 2017 Filing

Operations Trend

Revenue Growth93rd percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $57,1352011Expenses 2012: $56,9292012Expenses 2013: $59,3372013Revenue 2014: $77,511Expenses 2014: $63,682Net Income 2014: $13,8292014Revenue 2015: $116,595Expenses 2015: $70,427Net Income 2015: $46,1682015Revenue 2016: $46,647Expenses 2016: $74,878Net Income 2016: -$28,2312016Revenue 2017: $122,115Expenses 2017: $76,025Net Income 2017: $46,0902017Revenue 2018: $67,447Expenses 2018: $73,380Net Income 2018: -$5,9332018Revenue 2019: $271,380Expenses 2019: $69,918Net Income 2019: $201,4622019Revenue 2020: $106,419Expenses 2020: $70,839Net Income 2020: $35,5802020Revenue 2021: $71,039Expenses 2021: $74,735Net Income 2021: -$3,6962021Revenue 2022: $106,642Expenses 2022: $18,785Net Income 2022: $87,8572022Revenue 2023: -$2,908Expenses 2023: $80,277Net Income 2023: -$83,1852023Revenue 2024: $48,337Expenses 2024: $78,402Net Income 2024: -$30,0652024Revenue 2025: $61,127Expenses 2025: $77,685Net Income 2025: -$16,5582025

Highlighted filing

2017

Revenue$122,115
Expenses$76,025
Net Income$46,090
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 14, 2017
Return Version
2016v3.0
Gross Receipts
$378,517
Mission and Program Overview

Mission

Supporting organization for hospital services, ball pavilion

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,099,065$1,145,172▲ $46,107
Investments in Publicly Traded Securities$1,095,297$1,119,807▲ $24,510
Savings and Temporary Cash Investments$6,977$28,557▲ $21,580
Rtn Earn Endowment Incm Other Fnds$3,209$3,192▼ $17
Total Assets$1,102,274$1,148,364▲ $46,090
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,102,274$1,148,364▲ $46,090
Total Liabilities and Net Assets / Fund Balance$1,102,274$1,148,364▲ $46,090
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleBaseTotal
-Trustee$15,676$15,676
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$122,115
Other Revenue
$0
Change in Net Assets
$46,090
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$60,238
Salaries, Compensation, and Employee Benefits$15,676
Other Expenses$111
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$60,238--$60,238
Current Officers, Directors, Trustees, and Key Employees-$15,676-$15,676
All Other Expenses-$111-$111
Total Functional Expenses$60,238$15,787$0$76,025
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Ball Pavilion IncErie, PA501(c)(3)Unrestricted Grants Per Terms of Trust Instrument$60,238
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

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“Oceana ball charitable 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.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“Oceana ball charitable 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, Page 6, Part VI, Line 11-description of Process for Review

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

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“The conflict of interest policy of pnc charitable trust requires an annul 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, Page 6, Part VI, Line 18

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

Form 990, Page 6, Part VI, 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

Filer Name
Oceana Ball Trust
EIN
25-6056799
Phone
4127689969
Address
116 ALLEGHENY CENTER MALL P8-YB35-, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
4127689969
Signed
2017-09-14

Organization Details

Principal Officer
David Gordon
Formed
1933
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
1
Employees
0
Raw XML Appendix322 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE OCEANA BALL TRUST MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIO NSHIP WITH THE SUPPORTED ORGANIZATION BY HAVING MEETINGS ABOUT INVESTM ENTS AND GENERAL OPERATIONS OF THE TRUST, DISBURSING FUNDS ONLY TO QUA LIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUST'S GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT , AND PROVIDING STATEMENTS OF TRUST ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1PROVIDED SUPPORT TO THE BALL PAVILION, INC
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1LINE 2A AND 2B
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt060238
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE BALL PAVILION INC
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IRS990ScheduleI/RecipientTable/RecipientEIN0251311972
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0OCEANA BALL CHRITABLE 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/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OCEANA BALL CHARITABLE 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/ExplanationTxt1OCEANA BALL CHARITABLE 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 ANNUL 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/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd016511
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt060238
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0THE BALL PAVILION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01102274
IRS990/TotalAssetsEOYAmt01148364
IRS990/TotalAssetsGrp/BOYAmt01102274
IRS990/TotalAssetsGrp/EOYAmt01148364
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015787
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt060238
IRS990/TotalFunctionalExpensesGrp/TotalAmt076025
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01102274
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01148364
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt060238
IRS990/TotalReportableCompFromOrgAmt015676
IRS990/TotalRevenueGrp/ExclusionAmt0122115
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0122115
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01102274
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01148364
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PNC BANK 116 ALLEGHENY CTR MALL
IRS990/USAddress/CityNm0PITTSBURGH
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd015212
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04127689969
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OCEANA BALL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BALL
ReturnHeader/Filer/EIN0256056799
ReturnHeader/Filer/PhoneNum04127689969
ReturnHeader/Filer/USAddress/AddressLine1Txt0116 ALLEGHENY CENTER MALL P8-YB35-
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015212
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B62B456F261951C798FA00B8391BA4DFFBFA8205
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01CC7BA5074E8AB1797D9DE59A1DFA746CF600023
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0161.150.240.3
ReturnHeader/ReturnTs02017-09-15T11:00:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,148,364
Liabilities
$0
Net assets
$1,148,364
Revenue
$122,115
Expenses
$76,025
Net income
$46,090
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.06$0.08$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.05$0.08$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.00$0.08$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.11$0.02$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.07$0.07$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.11$0.07$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.27$0.07$0.20
2018Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.07$0.07$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.12$0.08$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.05$0.07$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.12$0.07$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.08$0.06$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.00$1.07$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.00$1.04$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.00$1.04$0.06