Civic Intelligence

James B Gerow Trust UW

990PF • Fiscal year 2012 • EIN 25-6172670

Jul 01, 2011 to Jun 30, 2012 • Filed on Jul 12, 2012

C/O Pnc Bank 620 Liberty Avenue No10 FL15222-2705
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.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

93rd percentile

$3,740

Higher top officer pay than 93% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

34th percentile

-5.8%

Faster asset growth than 34% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$62,685

Down $3,834 (-5.8%) from 2011

Net Assets

Down

$62,685

Down $3,834 (-5.8%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$20,989

Down $1,873 (-8.2%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $66,519Liabilities 2011: $0Net Assets 2011: $66,5192011Assets 2012: $62,685Liabilities 2012: $0Net Assets 2012: $62,6852012Assets 2013: $49,734Liabilities 2013: $0Net Assets 2013: $49,7342013Assets 2014: $58,188Liabilities 2014: $0Net Assets 2014: $58,1882014Assets 2015: $406,254Liabilities 2015: $0Net Assets 2015: $406,2542015Assets 2016: $393,242Liabilities 2016: $0Net Assets 2016: $393,2422016Assets 2017: $390,265Liabilities 2017: $0Net Assets 2017: $390,2652017Assets 2018: $387,820Liabilities 2018: $0Net Assets 2018: $387,8202018Assets 2019: $407,831Liabilities 2019: $0Net Assets 2019: $407,8312019Assets 2020: $392,598Liabilities 2020: $0Net Assets 2020: $392,5982020Assets 2021: $394,413Liabilities 2021: $0Net Assets 2021: $394,4132021Assets 2022: $389,877Liabilities 2022: $0Net Assets 2022: $389,8772022Assets 2023: $365,985Liabilities 2023: $0Net Assets 2023: $365,9852023Assets 2024: $358,533Liabilities 2024: $0Net Assets 2024: $358,5332024Assets 2025: $352,716Liabilities 2025: $0Net Assets 2025: $352,7162025

Highlighted filing

2012

Assets$62,685
Liabilities$0
Net Assets$62,685

Operations Trend

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

$400K$300K$200K$100K$0-$100KExpenses 2011: $22,8622011Expenses 2012: $20,9892012Expenses 2013: $26,9582013Revenue 2014: $31,342Expenses 2014: $22,888Net Income 2014: $8,4542014Revenue 2015: $374,254Expenses 2015: $26,614Net Income 2015: $347,6402015Revenue 2016: $12,389Expenses 2016: $25,398Net Income 2016: -$13,0092016Revenue 2017: $17,845Expenses 2017: $20,821Net Income 2017: -$2,9762017Revenue 2018: $21,582Expenses 2018: $24,028Net Income 2018: -$2,4462018Revenue 2019: $45,287Expenses 2019: $25,272Net Income 2019: $20,0152019Revenue 2020: $9,784Expenses 2020: $25,024Net Income 2020: -$15,2402020Revenue 2021: $27,413Expenses 2021: $25,263Net Income 2021: $2,1502021Revenue 2022: $23,532Expenses 2022: $27,329Net Income 2022: -$3,7972022Revenue 2023: $2,451Expenses 2023: $26,525Net Income 2023: -$24,0742023Revenue 2024: $15,749Expenses 2024: $23,056Net Income 2024: -$7,3072024Revenue 2025: $17,799Expenses 2025: $23,810Net Income 2025: -$6,0112025

Highlighted filing

2012

Revenue-
Expenses$20,989
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Jul 12, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANKTrustee-$3,740-$3,740
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantRUTH M SMITH CHILDREN'S CENTERUNRESTRICTED GRANTPUBLIC CHARITYSHEFFIELD, PA, US$16,269
Filing and Contact Details

Filer

EIN
25-6172670
Raw XML Appendix283 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0COMMON STOCK
InvestmentsOtherSchedule2/InvestmentsOther/BookValue038574
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IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
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IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0SALES OF PUBLICLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss05270
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses05270
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice07059
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-3834
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal062685
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY066519
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IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted018446
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj018446
IRS990PF/DistributableAmount/DistributableAmountBeforeDed018446
IRS990PF/DistributableAmount/MinimumInvestmentReturn018717
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0271
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue071
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0200
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0379332
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0380031
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0380031
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable05700
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn018717
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0374331
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation03740
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10620 LIBERTY AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0PITTSBURGH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0PA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0152222705
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
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IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets019722
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.052687
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.052468
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.054784
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IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10PNC BANK
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04127685898
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10620 LIBERTY AVENUE 10TH FLOOR
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0PITTSBURGH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0PA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0152222705
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IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0PA
IRS990PF/StatementsRegardingActivities/TerminationEtc00
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IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0UNRESTRICTED GRANT
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
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IRS990PF/UndistributedIncome/AppliedToPriorYears00
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IRS990PF/UndistributedIncome/UndistributedIncomePriorYear016267
TaxesSchedule/Taxes/Amount080
TaxesSchedule/Taxes/Amount1200
TaxesSchedule/Taxes/Category0BALANCE OF FEDERAL EXCISE TAX PAID Y/E 6/30/2011
TaxesSchedule/Taxes/Category1ESTIMATED EXCISE TAX PAID Y/E 6/30/2012
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0256172670
ReturnHeader/Filer/Name/BusinessNameLine10GEROW JAMES B TUW
ReturnHeader/Filer/NameControl0GERO
ReturnHeader/Filer/Phone04127685898
ReturnHeader/Filer/USAddress/AddressLine10C/O PNC BANK 620 LIBERTY AVENUE NO
ReturnHeader/Filer/USAddress/AddressLine2010 FL
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0152222705
ReturnHeader/Officer/DateSigned02012-07-12
ReturnHeader/Officer/Name0DALE W KOHSER
ReturnHeader/Officer/Phone04127685898
ReturnHeader/Officer/Title0ASSISTANT VICE PRESIDENT
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-07-12T08:12:33-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.18$0.24$0.06
2024Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.16$0.23$0.07
2023Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.02$0.27$0.24
2022Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.24$0.27$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.27$0.25$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.10$0.25$0.15
2019Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.45$0.25$0.20
2018Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.22$0.24$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.18$0.21$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.12$0.25$0.13
2015Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$3.74$0.27$3.48
2014Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.31$0.23$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.27
2012Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.21
2011Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.23