Civic Intelligence

Gbu Scholarship Foundation Inc.

990 • Fiscal year 2014 • EIN 25-6076646

Jan 01, 2014 to Dec 31, 2014 • Filed on May 19, 2015

Organization ProfileWWW.GBU.ORG
4254 Clairton BoulevardPittsburgh, PA 15227-3344

(412) 884-5100

Siviq Scores

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

Liabilities / Assets

45th percentile

0.08x

Higher debt load relative to assets than 45% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

84th percentile

0.97x

Higher debt load relative to revenue than 84% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

92nd percentile

54%

Higher net margin than 92% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

74th percentile

12%

Faster asset growth than 74% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

67th percentile

12%

Faster revenue growth than 67% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$2,042,563

Up $217,857 (+12%) from 2013

Net Assets

Up

$1,884,311

Up $215,527 (+13%) from 2013

Liabilities

Up

$158,252

Up $2,330 (+1.5%) from 2013

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin92nd percentile

Revenue

Up

$162,969

Up $17,879 (+12%) from 2013

Expenses

Down

$74,965

Down $9,471 (-11%) from 2013

Net Income

Up

$88,004

Up $27,350 (+45%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,624,703Liabilities 2010: $157,248Net Assets 2010: $1,467,4552010Assets 2011: $1,808,016Liabilities 2011: $157,248Net Assets 2011: $1,650,7682011Assets 2012: $1,921,347Liabilities 2012: $159,652Net Assets 2012: $1,761,6952012Assets 2013: $1,824,706Liabilities 2013: $155,922Net Assets 2013: $1,668,7842013Assets 2014: $2,042,563Liabilities 2014: $158,252Net Assets 2014: $1,884,3112014Assets 2015: $2,042,425Liabilities 2015: $160,252Net Assets 2015: $1,882,1732015Assets 2016: $2,232,529Liabilities 2016: $156,222Net Assets 2016: $2,076,3072016Assets 2017: $2,560,418Liabilities 2017: $156,372Net Assets 2017: $2,404,0462017Assets 2018: $2,691,582Liabilities 2018: $156,622Net Assets 2018: $2,534,9602018Assets 2019: $2,863,355Liabilities 2019: $10,600Net Assets 2019: $2,852,7552019Assets 2020: $3,120,900Liabilities 2020: $17,790Net Assets 2020: $3,103,1102020Assets 2021: $3,169,110Liabilities 2021: $11,400Net Assets 2021: $3,157,7102021Assets 2022: $2,720,775Liabilities 2022: $94Net Assets 2022: $2,720,6812022Assets 2023: $2,980,499Liabilities 2023: $4,909Net Assets 2023: $2,975,5902023Assets 2024: $3,393,161Liabilities 2024: $244,566Net Assets 2024: $3,148,5952024

Highlighted filing

2014

Assets$2,042,563
Liabilities$158,252
Net Assets$1,884,311
Open 2014 Filing

Operations Trend

Revenue Growth67th percentile

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

$600K$400K$200K$0Expenses 2010: $68,7592010Expenses 2011: $76,8242011Expenses 2012: $76,6892012Revenue 2013: $145,090Expenses 2013: $84,436Net Income 2013: $60,6542013Revenue 2014: $162,969Expenses 2014: $74,965Net Income 2014: $88,0042014Revenue 2015: $193,426Expenses 2015: $100,038Net Income 2015: $93,3882015Revenue 2016: $271,068Expenses 2016: $115,175Net Income 2016: $155,8932016Revenue 2017: $373,952Expenses 2017: $111,502Net Income 2017: $262,4502017Revenue 2018: $424,583Expenses 2018: $134,892Net Income 2018: $289,6912018Revenue 2019: $308,370Expenses 2019: $219,764Net Income 2019: $88,6062019Revenue 2020: $277,965Expenses 2020: $181,716Net Income 2020: $96,2492020Revenue 2021: $287,816Expenses 2021: $192,734Net Income 2021: $95,0822021Revenue 2022: $263,636Expenses 2022: $185,950Net Income 2022: $77,6862022Revenue 2023: $418,920Expenses 2023: $235,990Net Income 2023: $182,9302023Revenue 2024: $411,681Expenses 2024: $356,347Net Income 2024: $55,3342024

Highlighted filing

2014

Revenue$162,969
Expenses$74,965
Net Income$88,004
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 19, 2015
Return Version
2014v5.0
Gross Receipts
$162,969
Mission and Program Overview

Mission

To provide scholarships to qualifying individuals

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,763,087$2,000,382▲ $237,295
Cash and Non-Interest-Bearing Accounts$44,437$21,224▼ $23,213
Total Assets$1,824,706$2,042,563▲ $217,857
Other Assets Total$17,182$20,957▲ $3,775
Liabilities
Other Liabilities$155,122$155,122→ $0
Accounts Payable and Accrued Expenses$800$3,130▲ $2,330
Total Liabilities$155,922$158,252▲ $2,330
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,668,784$1,884,311▲ $215,527
Total Net Assets Fund Balance$1,668,784$1,884,311▲ $215,527
Total Liabilities and Net Assets / Fund Balance$1,824,706$2,042,563▲ $217,857
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Lea Ann HaziChairman Of The Board
Matthew M BlistanVice President
Ana E BraunNational Director
Barry E GorzelskyNational Director
Christina E MackellarNational Director
David L Pringle IiiNational Director
Donna L BrophyNational Director
John B SchmotzerNational Director
James R StokerSecretary/Treasurer, CEO
Revenue and Support

Revenue Composition

Contributions and Grants
$74,508
Program Service Revenue
$0
Investment Income
$88,461
Other Revenue
$0
All Other Contributions
$74,508
Change in Net Assets
$88,004

Audited Revenue Reconciliation

Revenue per Audited Statements
$162,969
Revenue Not Reported on Form 990
$127,523
Total Revenue per Audited Statements
$290,492
Total Revenue per Form 990
$162,969
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$70,550
Other Expenses$4,415
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$70,550--$70,550
Other Expenses$4,415$0$0$4,415
Total Functional Expenses$74,965$0$0$74,965

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$74,965
Total Expenses per Audited Statements$74,965
Total Expenses per Form 990$74,965
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Amounts Retained by Gbu Foundation, Inc. as Trustee$155,122
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Filing and Contact Details

Filer

Filer Name
GBU Foundation Inc
EIN
25-6076646
Phone
4128845100
Address
4254 Clairton Boulevard, Pittsburgh, PA 15227-3344

Signing Officer

Name
James R Stoker
Title
Secretary-treasurer/CEO
Phone
4128845100
Signed
2015-05-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James R Stoker
Formed
1963
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Hosack Specht Muetzel & Wood LLP
Address
305 Mount Lebanon Blvd, Pittsburgh, PA 15234-1500
Preparer
L Edward Mertz CPA
Phone
4123439200
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Copy of Form 990 is Emailed to CEO for review and approval prior to filing”

Pt VI, Line 12C

“Annually, the audit committee will review policies and procedures pertaining to the finances of the organization and employees”

Pt VI, Line 19

“The organization makes all applicable documents available upon request, during normal office hours”

Raw XML Appendix365 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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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0GBU Financial Life
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0250502660
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)8
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FRATERNAL BENEFIT SOCIETY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt04254 Clairton Blvd
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Pittsburgh
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd015227
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01668784
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01884311
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01824706
IRS990/TotalAssetsEOYAmt02042563
IRS990/TotalAssetsGrp/BOYAmt01824706
IRS990/TotalAssetsGrp/EOYAmt02042563
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt074508
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt074965
IRS990/TotalFunctionalExpensesGrp/TotalAmt074965
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0155922
IRS990/TotalLiabilitiesEOYAmt0158252
IRS990/TotalLiabilitiesGrp/BOYAmt0155922
IRS990/TotalLiabilitiesGrp/EOYAmt0158252
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01668784
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01884311
IRS990/TotalProgramServiceExpensesAmt074965
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt088461
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0162969
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01824706
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02042563
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04254 Clairton Blvd
IRS990/USAddress/CityNm0Pittsburgh
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd015227
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.GBU.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES R STOKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY-TREASURER/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum04128845100
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GBU Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0GBUF
ReturnHeader/Filer/EIN0256076646
ReturnHeader/Filer/PhoneNum04128845100
ReturnHeader/Filer/USAddress/AddressLine1Txt04254 Clairton Boulevard
ReturnHeader/Filer/USAddress/CityNm0Pittsburgh
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152273344
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hosack Specht Muetzel & Wood LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0305 Mount Lebanon Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pittsburgh
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0152341500
ReturnHeader/PreparerPersonGrp/PhoneNum04123439200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0L EDWARD MERTZ CPA
ReturnHeader/ReturnTs02015-05-19T06:44:29-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,042,563
Liabilities
$158,252
Net assets
$1,884,311
Revenue
$162,969
Expenses
$74,965
Net income
$88,004
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.39$0.24$3.15$0.41$0.36$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.42$0.24$0.18
2022Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.26$0.19$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.17$0.01$3.16$0.29$0.19$0.10
2020Detailed filing. Detailed filing data is available for this year.$3.12$0.02$3.10$0.28$0.18$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.86$0.01$2.85$0.31$0.22$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.69$0.16$2.53$0.42$0.13$0.29
2017Detailed filing. Detailed filing data is available for this year.$2.56$0.16$2.40$0.37$0.11$0.26
2016Detailed filing. Detailed filing data is available for this year.$2.23$0.16$2.08$0.27$0.12$0.16
2015Detailed filing. Detailed filing data is available for this year.$2.04$0.16$1.88$0.19$0.10$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.04$0.16$1.88$0.16$0.07$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.82$0.16$1.67$0.15$0.08$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$0.16$1.76$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.16$1.65$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.16$1.47$0.07