Civic Intelligence

Wilma O Schaufler Tr UW

EIN 25-6270720 • 501(c)3 • Pittsburgh, PA

Profile

The will of wilma o schaufler established a trust, the income from which is perpetually paid to the first united methodist church, the named beneficiary.

500 First Ave P7-pfsc-03-zPittsburgh, PA 15219

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

6th percentile

-52%

Higher net margin than 6% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

43rd percentile

$20,381

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 30.5% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

31st percentile

-2.4%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

94th percentile

146%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$1,390,836

Down $34,171 (-2.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$1,390,836

Down $34,171 (-2.4%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin6th percentile

Revenue

Up

$66,894

Up $39,749 (+146%) from 2024

Expenses

Down

$101,437

Down $3,376 (-3.2%) from 2024

Net Income

Up

-$34,543

Up $43,125 (+56%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,236,882Liabilities 2010: $0Net Assets 2010: $1,236,8822010Assets 2012: $1,193,368Liabilities 2012: $0Net Assets 2012: $1,193,3682012Assets 2013: $1,277,043Liabilities 2013: $0Net Assets 2013: $1,277,0432013Assets 2014: $1,304,153Liabilities 2014: $0Net Assets 2014: $1,304,1532014Assets 2018: $1,388,273Liabilities 2018: $0Net Assets 2018: $1,388,2732018Assets 2019: $1,586,089Liabilities 2019: $0Net Assets 2019: $1,586,0892019Assets 2020: $1,621,082Liabilities 2020: $0Net Assets 2020: $1,621,0822020Assets 2021: $1,581,918Liabilities 2021: $0Net Assets 2021: $1,581,9182021Assets 2022: $1,557,365Liabilities 2022: $0Net Assets 2022: $1,557,3652022Assets 2023: $1,508,701Liabilities 2023: $0Net Assets 2023: $1,508,7012023Assets 2024: $1,425,007Liabilities 2024: $0Net Assets 2024: $1,425,0072024Assets 2025: $1,390,836Liabilities 2025: $0Net Assets 2025: $1,390,8362025

Highlighted filing

2025

Assets$1,390,836
Liabilities$0
Net Assets$1,390,836
Open 2025 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KExpenses 2010: $89,9772010Expenses 2012: $90,4792012Expenses 2013: $83,6162013Revenue 2014: $116,266Expenses 2014: $85,016Net Income 2014: $31,2502014Revenue 2018: $88,633Expenses 2018: $108,427Net Income 2018: -$19,7942018Revenue 2019: $294,920Expenses 2019: $85,952Net Income 2019: $208,9682019Revenue 2020: $129,362Expenses 2020: $83,766Net Income 2020: $45,5962020Revenue 2021: $79,692Expenses 2021: $105,129Net Income 2021: -$25,4372021Revenue 2022: $74,685Expenses 2022: $99,857Net Income 2022: -$25,1722022Revenue 2023: $62,112Expenses 2023: $110,873Net Income 2023: -$48,7612023Revenue 2024: $27,145Expenses 2024: $104,813Net Income 2024: -$77,6682024Revenue 2025: $66,894Expenses 2025: $101,437Net Income 2025: -$34,5432025

Highlighted filing

2025

Revenue$66,894
Expenses$101,437
Net Income-$34,543
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,390,836
Liabilities
$0
Net assets
$1,390,836
Revenue
$66,894
Expenses
$101,437
Net income
-$34,543
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.07$0.10$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.03$0.10$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.06$0.11$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.07$0.10$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.00$1.58$0.08$0.11$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.13$0.08$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.29$0.09$0.21
2018Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.09$0.11$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.12$0.09$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.00$1.28$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.00$1.19$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.00$1.24$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Dec 19, 2025
Return Version
2024v5.2
Gross Receipts
$94,644
Mission and Program Overview

Mission

The will of wilma o schaufler established a trust, the income from which is perpetually paid to the first united methodist church, the named beneficiary.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,425,007$1,390,836▼ $34,171
Investments in Publicly Traded Securities$1,404,506$1,379,086▼ $25,420
Savings and Temporary Cash Investments$20,501$11,750▼ $8,751
Total Assets$1,425,007$1,390,836▼ $34,171
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,425,007$1,390,836▼ $34,171
Total Liabilities and Net Assets / Fund Balance$1,425,007$1,390,836▼ $34,171
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleBaseTotal
-Trustee$20,381$20,381
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$66,894
Other Revenue
$0
Change in Net Assets
$-34,543
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$80,717
Salaries, Compensation, and Employee Benefits$20,381
Other Expenses$339
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$80,717--$80,717
Current Officers, Directors, Trustees, and Key Employees$4,076$16,305-$20,381
Other Expenses-$112-$112
Total Functional Expenses$84,793$16,644$0$101,437
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
First United Methodist ChurchErie, PA501(c)(3)General Support of the First United Methodist Church of Erie, Pa$80,717
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“The wilma o schaufler trust is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on its behalf.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“The wilma o schaufler trust under will is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on its behalf.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Pnc bank as sole trustee of the trust prepares the tax returns for this trust. Thus form 990 is prepared by the governing body.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“The conflict of interest policy of pnc charitable trusts requires an annual affirmation that it has been received read, understood and agreed to be complied with. In addition, the policy requires an annual disclosure of the existence and nature of any affiliation in which a party would be considered an "interested person" under the policy.”

Form 990, Page 6, Part VI, Line 18

“Form 990 and related financial statements are made available through request. The governing documents and conflict of interest policy are made available to the public upon request.”

Form 990, Page 6, Part VI, Line 19

“Form 990 and related financial statements are made available through request. The governing documents and conflict of interest policy are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Wilma O Schaufler Tr Uw
EIN
25-6270720
Phone
4122094730
Address
500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219

Signing Officer

Name
Pnc Bank N a
Title
Tax Manager
Phone
4122094730
Signed
2025-12-19
Discuss with paid preparer
Yes

Organization Details

Formed
1985
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing adj: $372”

Raw XML AppendixShowing 400 of 411 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE WILMA O SCHAUFLER TRUST MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATION BY HAVING MEETINGS ABOUT INVESTMENTS AND GENERAL OPERATIONS OF THE TRUST, DISBURSING FUNDS ONLY TO QUALIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUST'S GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT, AND PROVIDING STATEMENTS OF TRUST ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION IS A TRUST FUND THAT DISBURSES FUNDS ONLY TO QUALIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUST'S GOVERNING INSTRUMENT TO BE USED ONLY N ACCORDANCE WITH THE GOVERNING INSTRUMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2While the supported organization relies on the experience and expertise of the Institutional Trustee to invest and manage the investments in the Trust, due to the close and continuous relationship, the supported organization has a significant voice in investment decisions.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3While the supported organization relies on the experience and expertise of the Institutional Trustee to invest and manage the investments in the Trust, due to the close and continuous relationship, the supported organization has a significant voice in investment decisions.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCH A PART IV SEC D LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1FORM 990, SCHEDULE A, PART V, SECTION D, LINE 8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Sch A Part IV Sec D line 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Sch A Part IV Sec D line 3
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT OF THE FIRST UNITED METHODIST CHURCH OF ERIE, PA
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0WILMA O SCHAUFLER TRUST UNDER WILL IS A TRUST FUND THAT DISBURSES FUNDS ONLY TO QUALIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUST GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE WILMA O SCHAUFLER TRUST IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE WILMA O SCHAUFLER TRUST UNDER WILL IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PNC BANK AS SOLE TRUSTEE OF THE TRUST PREPARES THE TAX RETURNS FOR THIS TRUST. THUS FORM 990 IS PREPARED BY THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY OF PNC CHARITABLE TRUSTS REQUIRES AN ANNUAL AFFIRMATION THAT IT HAS BEEN RECEIVED READ, UNDERSTOOD AND AGREED TO BE COMPLIED WITH. IN ADDITION, THE POLICY REQUIRES AN ANNUAL DISCLOSURE OF THE EXISTENCE AND NATURE OF ANY AFFILIATION IN WHICH A PARTY WOULD BE CONSIDERED AN "INTERESTED PERSON" UNDER THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MUTUAL FUND TIMING ADJ: $372
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TotalAssetsGrp/BOYAmt01425007
IRS990/TotalAssetsGrp/EOYAmt01390836
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016644
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt084793
IRS990/TotalFunctionalExpensesGrp/TotalAmt0101437
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalProgramServiceExpensesAmt084793
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IRS990/TotalRevenueGrp/ExclusionAmt066894
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum04122094730
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILMA O SCHAUFLER TR UW
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH

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