Civic Intelligence

Raymond Frodey Tw FBO Upmc Health Upmc Mercy

990PF • Fiscal year 2013 • EIN 25-6234622

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 03, 2014

Organization Profile
C/O Pnc Bank 620 Liberty Avenue No10 FL15222

(412) 768-5898

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

73rd percentile

20%

Higher net margin than 73% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

55th percentile

$19,617

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 14.5% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

51st percentile

1.9%

Faster asset growth than 51% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,553,983

Up $29,290 (+1.9%) from 2012

Net Assets

Up

$1,553,983

Up $29,290 (+1.9%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin73rd percentile

Revenue

$135,624

No earlier filing loaded for comparison.

Expenses

Up

$108,008

Up $14,600 (+16%) from 2012

Net Income

$27,616

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,070,644Liabilities 2011: $0Net Assets 2011: $1,070,6442011Assets 2012: $1,524,693Liabilities 2012: $0Net Assets 2012: $1,524,6932012Assets 2013: $1,553,983Liabilities 2013: $0Net Assets 2013: $1,553,9832013Assets 2014: $1,631,762Liabilities 2014: $0Net Assets 2014: $1,631,7622014Assets 2015: $1,607,531Liabilities 2015: $0Net Assets 2015: $1,607,5312015Assets 2016: $934,774Liabilities 2016: $0Net Assets 2016: $934,7742016Assets 2017: $906,433Liabilities 2017: $0Net Assets 2017: $906,4332017Assets 2018: $904,205Liabilities 2018: $0Net Assets 2018: $904,2052018Assets 2019: $1,013,626Liabilities 2019: $0Net Assets 2019: $1,013,6262019Assets 2020: $1,014,681Liabilities 2020: $0Net Assets 2020: $1,014,6812020Assets 2021: $1,053,838Liabilities 2021: $0Net Assets 2021: $1,053,8382021Assets 2022: $993,737Liabilities 2022: $0Net Assets 2022: $993,7372022Assets 2023: $936,022Liabilities 2023: $0Net Assets 2023: $936,0222023Assets 2024: $937,305Liabilities 2024: $0Net Assets 2024: $937,3052024

Highlighted filing

2013

Assets$1,553,983
Liabilities$0
Net Assets$1,553,983
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $82,4802011Expenses 2012: $93,4082012Revenue 2013: $135,624Expenses 2013: $108,008Net Income 2013: $27,6162013Revenue 2014: $199,071Expenses 2014: $97,519Net Income 2014: $101,5522014Revenue 2015: $104,007Expenses 2015: $128,802Net Income 2015: -$24,7952015Revenue 2016: $128,008Expenses 2016: $800,584Net Income 2016: -$672,5762016Revenue 2017: $59,298Expenses 2017: $82,808Net Income 2017: -$23,5102017Revenue 2018: $62,458Expenses 2018: $64,689Net Income 2018: -$2,2312018Revenue 2019: $163,910Expenses 2019: $54,492Net Income 2019: $109,4182019Revenue 2020: $66,373Expenses 2020: $64,231Net Income 2020: $2,1422020Revenue 2021: $98,102Expenses 2021: $58,294Net Income 2021: $39,8082021Revenue 2022: $1,587Expenses 2022: $64,154Net Income 2022: -$62,5672022Revenue 2023: $4,482Expenses 2023: $59,575Net Income 2023: -$55,0932023Revenue 2024: $60,730Expenses 2024: $59,820Net Income 2024: $9102024

Highlighted filing

2013

Revenue$135,624
Expenses$108,008
Net Income$27,616
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 3, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$19,617-$19,617
Filing and Contact Details

Filer

EIN
25-6234622
Phone
4127685898

Signing Officer

Name
John Alrutz
Title
Assistant Vice President
Phone
4127685898
Signed
2014-03-03
Raw XML Appendix318 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0500582
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1438796
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS - FIXED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MUTUAL FUNDS - EQUITY
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt037909
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01674
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PNC BANK NA
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/PhoneNum04127685898
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt070099
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT OF ALL MEDICAL RELATED BOOKS FOR UPMC MERCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10UPMC MERCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine103600 FORBES AT MEYRAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0PITTSBURGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode015213
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt070099
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt062550
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt08530
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt081140
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt071080
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt018590
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt08530
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MANAGED ACCOUNT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PROCESSING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01563
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt16
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01563
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt05
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CLASS ACTION SETTLEMENT PROCEEDS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05
OtherIncreasesSchedule/OtherIncreasesDetail/Amount01674
OtherIncreasesSchedule/OtherIncreasesDetail/Description0CARRYING VALUE ADJUSTMENT DUE TO PERRIGO MERGER
TaxesSchedule/TaxesDetail/Amt06070
TaxesSchedule/TaxesDetail/Amt110520
TaxesSchedule/TaxesDetail/Amt2133
TaxesSchedule/TaxesDetail/CategoryTxt0BALANCE OF 2012 FEDERAL EXCISE TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED 2013 EXCISE TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2133
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN ALRUTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04127685898
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine10RAYMOND FRODEY
ReturnHeader/Filer/BusinessNameControlTxt0FROD
ReturnHeader/Filer/EIN0256234622
ReturnHeader/Filer/PhoneNum04127685898
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/ZIPCode015222
ReturnHeader/ReturnTs02014-03-03T07:45:54-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,553,983
Liabilities
$0
Net assets
$1,553,983
Revenue
$135,624
Expenses
$108,008
Net income
$27,616
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.06$0.06$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.00$0.06$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.00$0.06$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.10$0.06$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.07$0.06$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.16$0.05$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.06$0.06$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.06$0.08$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.13$0.80$0.67
2015Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.10$0.13$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.20$0.10$0.10
2013Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.14$0.11$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.08