Civic Intelligence

Harold a Heist Tw Trust B

990PF • Fiscal year 2011 • EIN 25-6225115

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 30, 2012

PO Box 9465144101
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

88th percentile

$9,656

Higher top officer pay than 88% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$699,929

No earlier filing loaded for comparison.

Net Assets

$699,929

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$38,526

No earlier filing loaded for comparison.

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.

$800K$600K$400K$200K$0Assets 2011: $699,929Liabilities 2011: $0Net Assets 2011: $699,9292011Assets 2012: $681,401Liabilities 2012: $0Net Assets 2012: $681,4012012Assets 2013: $704,798Liabilities 2013: $0Net Assets 2013: $704,7982013Assets 2014: $716,729Liabilities 2014: $0Net Assets 2014: $716,7292014Assets 2015: $723,191Liabilities 2015: $0Net Assets 2015: $723,1912015Assets 2016: $707,310Liabilities 2016: $0Net Assets 2016: $707,3102016Assets 2017: $711,796Liabilities 2017: $0Net Assets 2017: $711,7962017Assets 2018: $728,699Liabilities 2018: $0Net Assets 2018: $728,6992018Assets 2019: $796,481Liabilities 2019: $0Net Assets 2019: $796,4812019Assets 2020: $769,941Liabilities 2020: $0Net Assets 2020: $769,9412020Assets 2021: $798,654Liabilities 2021: $0Net Assets 2021: $798,6542021Assets 2022: $749,107Liabilities 2022: $0Net Assets 2022: $749,1072022Assets 2023: $725,828Liabilities 2023: $0Net Assets 2023: $725,8282023Assets 2024: $722,986Liabilities 2024: $0Net Assets 2024: $722,9862024

Highlighted filing

2011

Assets$699,929
Liabilities$0
Net Assets$699,929

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2011: $38,5262011Expenses 2012: $39,7632012Revenue 2013: $61,420Expenses 2013: $38,023Net Income 2013: $23,3972013Revenue 2014: $53,132Expenses 2014: $41,199Net Income 2014: $11,9332014Revenue 2015: $49,289Expenses 2015: $42,828Net Income 2015: $6,4612015Revenue 2016: $26,678Expenses 2016: $42,558Net Income 2016: -$15,8802016Revenue 2017: $46,157Expenses 2017: $41,671Net Income 2017: $4,4862017Revenue 2018: $61,611Expenses 2018: $44,715Net Income 2018: $16,8962018Revenue 2019: $111,581Expenses 2019: $43,796Net Income 2019: $67,7852019Revenue 2020: $22,672Expenses 2020: $47,685Net Income 2020: -$25,0132020Revenue 2021: $75,256Expenses 2021: $46,629Net Income 2021: $28,6272021Revenue 2022: -$614Expenses 2022: $49,386Net Income 2022: -$50,0002022Revenue 2023: $18,689Expenses 2023: $42,631Net Income 2023: -$23,9422023Revenue 2024: $40,528Expenses 2024: $43,038Net Income 2024: -$2,5102024

Highlighted filing

2011

Revenue-
Expenses$38,526
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 30, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$9,656-$9,656
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOIL REGION ALLIANCE OF BUSINESSGENERAL PURPOSEPUBLICOIL CITY, PA, US$14,085
Paid GrantCRAWFORD COUNTY HISTORICALGENERAL SUPPORTPUBLICMEADVILLE, PA, US$13,440
Filing and Contact Details

Filer

EIN
25-6225115
Raw XML AppendixShowing 400 of 419 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0547.775 ASTON TAMRO SMALL CAP FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset175.151 DODGE & COX INTERNATIONAL STOCK FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21804.176 HARBOR FD CAP APPRECIATION FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3135.123 HARBOR FUNDS INTL GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4460. ISHARES TR DJ SELECT DIV INDEX ETF
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5300. ISHARES TR S&P 500 INDEX FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6215. ISHARES IBOXX $ INVESTOP INVESTMENT GRADE CORP BD FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset71000. ISHARES TR S&P 500/BARRA GROWTH INDEX FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset81770. ISHARES TR S&P 500/BARRA VALUE INDEX
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12887. VANGUARD TOTAL BOND MARKET ETF
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset151292.658 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PNC BANK NA
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IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10PNC BANK NA
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO BOX 94651
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
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IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10OIL REGION ALLIANCE OF BUSINESS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11CRAWFORD COUNTY HISTORICAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20INDUSTRY & TOURISM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine21SOCIETY
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IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
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IRS990PF/UndistributedIncome/AppliedToPriorYears00
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IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted032792
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
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IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
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IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions033053
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
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IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY027264
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear027525
OtherDecreasesSchedule/OtherDecreases/Amount0327
OtherDecreasesSchedule/OtherDecreases/Amount12
OtherDecreasesSchedule/OtherDecreases/Description0POSTED SUBSEQ YR,TAXED CURR YR
OtherDecreasesSchedule/OtherDecreases/Description1ROUNDING ADJUSTMENT
OtherIncreasesSchedule/OtherIncreases/Amount0342
OtherIncreasesSchedule/OtherIncreases/Amount122
OtherIncreasesSchedule/OtherIncreases/Description0POSTED CURR YR, TAXED PRIOR YR
OtherIncreasesSchedule/OtherIncreases/Description1NONDIVIDEND DISTRIBUTION
TaxesSchedule/Taxes/Amount0166
TaxesSchedule/Taxes/Amount1300
TaxesSchedule/Taxes/Amount2145
TaxesSchedule/Taxes/Amount334
TaxesSchedule/Taxes/Category0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/Taxes/Category1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/Taxes/Category2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/Taxes/Category3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/DisbursementsCharitablePrps30
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
TaxesSchedule/Taxes/NetInvestmentIncome2145

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$0.41$0.43$0.03
2023Detailed filing. Detailed filing data is available for this year.$7.26$0.00$7.26$0.19$0.43$0.24
2022Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.49$0.01$0.49$0.50
2021Detailed filing. Detailed filing data is available for this year.$7.99$0.00$7.99$0.75$0.47$0.29
2020Detailed filing. Detailed filing data is available for this year.$7.70$0.00$7.70$0.23$0.48$0.25
2019Detailed filing. Detailed filing data is available for this year.$7.96$0.00$7.96$1.12$0.44$0.68
2018Detailed filing. Detailed filing data is available for this year.$7.29$0.00$7.29$0.62$0.45$0.17
2017Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$0.46$0.42$0.04
2016Detailed filing. Detailed filing data is available for this year.$7.07$0.00$7.07$0.27$0.43$0.16
2015Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$0.49$0.43$0.06
2014Detailed filing. Detailed filing data is available for this year.$7.17$0.00$7.17$0.53$0.41$0.12
2013Detailed filing. Detailed filing data is available for this year.$7.05$0.00$7.05$0.61$0.38$0.23
2012Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$0.40
2011Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$0.39