Civic Intelligence

Doak Memorial Trust

990PF • Fiscal year 2014 • EIN 25-6061660

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 26, 2015

Pnc Bank Na 620 Liberty Avenue 10thPittsburgh, PA 15222-2705

(412) 762-3792

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

78th percentile

$2,810

Higher top officer pay than 78% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

52nd percentile

1.3%

Faster asset growth than 52% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

8th percentile

-54%

Faster revenue growth than 8% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$218,328

Up $2,866 (+1.3%) from 2013

Net Assets

Up

$218,328

Up $2,866 (+1.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$21,932

Down $26,042 (-54%) from 2013

Expenses

Up

$15,919

Up $2,061 (+15%) from 2013

Net Income

Down

$6,013

Down $28,103 (-82%) from 2013

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $180,894Liabilities 2011: $0Net Assets 2011: $180,8942011Assets 2012: $181,346Liabilities 2012: $0Net Assets 2012: $181,3462012Assets 2013: $215,462Liabilities 2013: $0Net Assets 2013: $215,4622013Assets 2014: $218,328Liabilities 2014: $0Net Assets 2014: $218,3282014Assets 2015: $220,763Liabilities 2015: $0Net Assets 2015: $220,7632015Assets 2016: $209,745Liabilities 2016: $0Net Assets 2016: $209,7452016Assets 2017: $259,634Liabilities 2017: $0Net Assets 2017: $259,6342017Assets 2018: $263,604Liabilities 2018: $0Net Assets 2018: $263,6042018Assets 2019: $292,483Liabilities 2019: $0Net Assets 2019: $292,4832019Assets 2020: $284,048Liabilities 2020: $0Net Assets 2020: $284,0482020Assets 2021: $293,467Liabilities 2021: $0Net Assets 2021: $293,4672021Assets 2022: $272,459Liabilities 2022: $0Net Assets 2022: $272,4592022Assets 2023: $261,999Liabilities 2023: $0Net Assets 2023: $261,9992023Assets 2024: $259,166Liabilities 2024: $0Net Assets 2024: $259,1662024

Highlighted filing

2014

Assets$218,328
Liabilities$0
Net Assets$218,328

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $13,2312011Expenses 2012: $13,8132012Revenue 2013: $47,974Expenses 2013: $13,858Net Income 2013: $34,1162013Revenue 2014: $21,932Expenses 2014: $15,919Net Income 2014: $6,0132014Revenue 2015: $17,751Expenses 2015: $15,316Net Income 2015: $2,4352015Revenue 2016: $5,563Expenses 2016: $16,581Net Income 2016: -$11,0182016Revenue 2017: $65,900Expenses 2017: $16,013Net Income 2017: $49,8872017Revenue 2018: $21,359Expenses 2018: $17,393Net Income 2018: $3,9662018Revenue 2019: $43,803Expenses 2019: $14,928Net Income 2019: $28,8752019Revenue 2020: $9,151Expenses 2020: $17,024Net Income 2020: -$7,8732020Revenue 2021: $27,729Expenses 2021: $18,346Net Income 2021: $9,3832021Revenue 2022: -$473Expenses 2022: $20,277Net Income 2022: -$20,7502022Revenue 2023: $6,688Expenses 2023: $17,821Net Income 2023: -$11,1332023Revenue 2024: $14,458Expenses 2024: $17,276Net Income 2024: -$2,8182024

Highlighted filing

2014

Revenue$21,932
Expenses$15,919
Net Income$6,013
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 26, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,810-$2,810
Filing and Contact Details

Filer

Filer Name
Doak Memorial Trust
EIN
25-6061660
Phone
4127623792
Address
PNC BANK NA 620 LIBERTY AVENUE 10TH, PITTSBURGH, PA 15222-2705

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
4127623792
Signed
2015-04-26
Raw XML Appendix342 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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IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt011555
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.184188
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt011555
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt011555
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt011555
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0620 LIBERTY AVENUE 10TH FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PITTSBURGH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0152222705
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PNC BANK TRUSTEE
IRS990PF/StatementsRegardingActyGrp/PhoneNum04127623792
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt011415
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WASHINGTON HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0155 WILSON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd015301
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011415
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/AppliedToCurrentYearAmt08976
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02579
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013621
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/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011555
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04645
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02579
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03146
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFF. BETWEEN CARRYING VALUE & TAX COST
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ROUNDING ADJ. FOR SALES & TRANSACTIONS
TaxesSchedule/TaxesDetail/Amt0726
TaxesSchedule/TaxesDetail/Amt1968
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04127623792
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOAK MEMORIAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DOAK
ReturnHeader/Filer/EIN0256061660
ReturnHeader/Filer/PhoneNum04127623792
ReturnHeader/Filer/USAddress/AddressLine1Txt0PNC BANK NA 620 LIBERTY AVENUE 10TH
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152222705
ReturnHeader/ReturnTs02015-04-29T09:00:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.14$0.17$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.07$0.18$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.00$0.20$0.21
2021Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.28$0.18$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.09$0.17$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.44$0.15$0.29
2018Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.21$0.17$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.66$0.16$0.50
2016Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.06$0.17$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.18$0.15$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.22$0.16$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.48$0.14$0.34
2012Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.14
2011Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.13