Civic Intelligence

Trust Uwo Norman C Ray C/O Bruce Georgi Jr

990PF • Fiscal year 2017 • EIN 25-6186356

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 08, 2018

Organization Profile
4280 Laurel Ridge DriveAllison Park, PA 15101

(412) 562-7914

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

3rd percentile

-170%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

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

Asset Growth

16th percentile

-5.7%

Faster asset growth than 16% of similar nonprofits.

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

Revenue Growth

21st percentile

-9.2%

Faster revenue growth than 21% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,238,357

Down $75,149 (-5.7%) from 2016

Net Assets

Down

$1,238,357

Down $75,149 (-5.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin3rd percentile

Revenue

Down

$45,645

Down $4,622 (-9.2%) from 2016

Expenses

Down

$123,294

Down $27,077 (-18%) from 2016

Net Income

Up

-$77,649

Up $22,455 (+22%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$1.5M$1.0M$500K$0Assets 2015: $1,413,610Liabilities 2015: $0Net Assets 2015: $1,413,6102015Assets 2016: $1,313,506Liabilities 2016: $0Net Assets 2016: $1,313,5062016Assets 2017: $1,238,357Liabilities 2017: $0Net Assets 2017: $1,238,3572017Assets 2018: $1,136,543Liabilities 2018: $0Net Assets 2018: $1,136,5432018Assets 2019: $1,081,447Liabilities 2019: $0Net Assets 2019: $1,081,4472019Assets 2020: $996,085Liabilities 2020: $0Net Assets 2020: $996,0852020Assets 2021: $874,668Liabilities 2021: $0Net Assets 2021: $874,6682021Assets 2022: $742,708Liabilities 2022: $0Net Assets 2022: $742,7082022Assets 2023: $823,064Liabilities 2023: $0Net Assets 2023: $823,0642023Assets 2024: $710,309Liabilities 2024: $0Net Assets 2024: $710,3092024

Highlighted filing

2017

Assets$1,238,357
Liabilities$0
Net Assets$1,238,357
Open 2017 Filing

Operations Trend

Revenue Growth21st percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2015: $180,964Expenses 2015: $42,012Net Income 2015: $138,9522015Revenue 2016: $50,267Expenses 2016: $150,371Net Income 2016: -$100,1042016Revenue 2017: $45,645Expenses 2017: $123,294Net Income 2017: -$77,6492017Revenue 2018: $24,634Expenses 2018: $126,699Net Income 2018: -$102,0652018Revenue 2019: $65,164Expenses 2019: $122,092Net Income 2019: -$56,9282019Revenue 2020: $38,384Expenses 2020: $123,492Net Income 2020: -$85,1082020Revenue 2021: $29,409Expenses 2021: $150,660Net Income 2021: -$121,2512021Revenue 2022: $40,194Expenses 2022: $161,598Net Income 2022: -$121,4042022Revenue 2023: $240,501Expenses 2023: $160,145Net Income 2023: $80,3562023Revenue 2024: $44,780Expenses 2024: $157,535Net Income 2024: -$112,7552024

Highlighted filing

2017

Revenue$45,645
Expenses$123,294
Net Income-$77,649
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 8, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE GEORGI JRTrustee-$0--
SCOTT PARKERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Trust Uwo Norman C Ray
EIN
25-6186356
Phone
4125627914
Address
4280 LAUREL RIDGE DRIVE, ALLISON PARK, PA 15101

Signing Officer

Name
Bruce Georgi Jr
Title
Trustee
Phone
4125627914
Signed
2018-08-08
Discuss with paid preparer
Yes

Preparer

Firm
Buckler Mckenney & Nadzadi Pc
Address
116 FOX PLAN ROAD, MONROEVILLE, PA 15146
Preparer
Mitchell K Mckenney
Phone
4128567880
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.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HOMELESS CHILDRENS EDUCATION FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2GIRLS HOPE OF PITTSBURGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ANCHORPOINT COUNSELING MINISTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0709 N AIKEN DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11901 CENTRE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21005 BEAVER GRADE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3800 MCKNIGHT PARK DRIVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1SUITE 802
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd215108
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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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/AppliedToCurrentYearAmt089795
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt089795
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014975
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt025180
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010205
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt014975
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010205
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt025180
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014975
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02500
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CAPITAL GAIN DIVIDENDS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt021976
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt021976
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR AND OTHER FE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt021976
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0518
TaxesSchedule/TaxesDetail/Amt0518
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD JANNEY
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0518
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE GEORGI JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04125627914
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUST UWO NORMAN C RAY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BRUCE GEORGI JR
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0256186356
ReturnHeader/Filer/PhoneNum04125627914
ReturnHeader/Filer/USAddress/AddressLine1Txt04280 LAUREL RIDGE DRIVE
ReturnHeader/Filer/USAddress/CityNm0ALLISON PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015101
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId026F776FD58F83C9E7531BA8F67E85FC2566A9A05
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId026F776FD58F83C9E7531BA8F67E85FC2566A9A05
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.39.144.62
ReturnHeader/FilingSecurityInformation/IPDt02018-08-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:45:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251769537
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUCKLER MCKENNEY & NADZADI PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0116 FOX PLAN ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONROEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015146
ReturnHeader/PreparerPersonGrp/PhoneNum04128567880
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MITCHELL K MCKENNEY
ReturnHeader/ReturnTs02018-08-27T11:45:54-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,238,357
Liabilities
$0
Net assets
$1,238,357
Revenue
$45,645
Expenses
$123,294
Net income
-$77,649
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.04$0.16$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.24$0.16$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.04$0.16$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.03$0.15$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.04$0.12$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.07$0.12$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.02$0.13$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.05$0.12$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.05$0.15$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.18$0.04$0.14