Civic Intelligence

Phl-Sw Educational Trust Fund

990 • Fiscal year 2016 • EIN 25-6287406

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 28, 2017

Organization ProfileN/A
420 Investment BuildingPittsburgh, PA 15222

(412) 391-6862

Siviq Scores

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

Liabilities / Assets

61st percentile

0.01x

Higher debt load relative to assets than 61% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

82nd percentile

$16,441

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

62nd percentile

9.4%

Faster asset growth than 62% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

108%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$435,143

Up $37,476 (+9.4%) from 2015

Net Assets

Up

$432,163

Up $36,380 (+9.2%) from 2015

Liabilities

Up

$2,980

Up $1,096 (+58%) from 2015

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin71st percentile

Revenue

Up

$247,336

Up $128,675 (+108%) from 2015

Expenses

Up

$210,956

Up $10,715 (+5.4%) from 2015

Net Income

Up

$36,380

Up $117,960 (+145%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$600K$400K$200K$0Assets 2010: $404,442Liabilities 2010: $1,168Net Assets 2010: $403,2742010Assets 2011: $438,962Liabilities 2011: $1,206Net Assets 2011: $437,7562011Assets 2012: $473,450Liabilities 2012: $1,090Net Assets 2012: $472,3602012Assets 2013: $492,010Liabilities 2013: $2,353Net Assets 2013: $489,6572013Assets 2014: $479,259Liabilities 2014: $1,896Net Assets 2014: $477,3632014Assets 2015: $397,667Liabilities 2015: $1,884Net Assets 2015: $395,7832015Assets 2016: $435,143Liabilities 2016: $2,980Net Assets 2016: $432,1632016Assets 2017: $337,027Liabilities 2017: $2,133Net Assets 2017: $334,8942017Assets 2018: $277,900Liabilities 2018: $1,902Net Assets 2018: $275,9982018Assets 2019: $127,245Liabilities 2019: $2,538Net Assets 2019: $124,7072019Assets 2020: $150,881Net Assets 2020: $150,8812020Assets 2021: $100,170Liabilities 2021: $3,993Net Assets 2021: $96,1772021Assets 2022: $111,459Liabilities 2022: $1,092Net Assets 2022: $110,3672022Assets 2023: $75,095Liabilities 2023: $0Net Assets 2023: $75,0952023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2016

Assets$435,143
Liabilities$2,980
Net Assets$432,163
Open 2016 Filing

Operations Trend

Revenue Growth93rd percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2010: $175,465Expenses 2010: $130,927Net Income 2010: $44,5382010Revenue 2011: $153,915Expenses 2011: $119,433Net Income 2011: $34,4822011Revenue 2012: $189,094Expenses 2012: $154,490Net Income 2012: $34,6042012Revenue 2013: $190,855Expenses 2013: $173,558Net Income 2013: $17,2972013Revenue 2014: $177,709Expenses 2014: $190,003Net Income 2014: -$12,2942014Revenue 2015: $118,661Expenses 2015: $200,241Net Income 2015: -$81,5802015Revenue 2016: $247,336Expenses 2016: $210,956Net Income 2016: $36,3802016Revenue 2017: $121,007Expenses 2017: $218,276Net Income 2017: -$97,2692017Revenue 2018: $172,977Expenses 2018: $231,873Net Income 2018: -$58,8962018Revenue 2019: $73,954Expenses 2019: $225,245Net Income 2019: -$151,2912019Revenue 2020: $159,906Expenses 2020: $133,732Net Income 2020: $26,1742020Revenue 2021: $107,026Expenses 2021: $161,730Net Income 2021: -$54,7042021Revenue 2022: $177,565Expenses 2022: $163,375Net Income 2022: $14,1902022Revenue 2023: $124,641Expenses 2023: $159,913Net Income 2023: -$35,2722023Revenue 2024: $13,281Expenses 2024: $88,376Net Income 2024: -$75,0952024

Highlighted filing

2016

Revenue$247,336
Expenses$210,956
Net Income$36,380
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 28, 2017
Return Version
2016v3.0
Gross Receipts
$247,336
Mission and Program Overview

Mission

Education on right to life issues

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$397,023$434,667▲ $37,644
Rtn Earn Endowment Incm Other Fnds$395,783$432,163▲ $36,380
Land, Buildings, and Equipment, Net$644$476▼ $168
Total Assets$397,667$435,143▲ $37,476
Liabilities
Other Liabilities$1,884$2,980▲ $1,096
Total Liabilities$1,884$2,980▲ $1,096
Net Assets / Fund Balance
Total Net Assets Fund Balance$395,783$432,163▲ $36,380
Total Liabilities and Net Assets / Fund Balance$397,667$435,143▲ $37,476
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Richard BenacciVice PresidePT$16,441$16,441

Board Members and Trustees

NameTitle
Jacob DvorakPresident
Donna FrizzellBoard Member
Marjorie W BeckerBoard Member
Susan RauscherBoard Member
Suzanne M BenacciBoard Member
Edwary M BryceExecutive Di
Sally RauscherSecretary
Michael AndreolaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$247,092
Program Service Revenue
$0
Investment Income
$244
Other Revenue
$0
All Other Contributions
$247,092
Change in Net Assets
$36,380
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$134,106
Salaries, Compensation, and Employee Benefits$76,850
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$48,644$20,847-$69,491
Occupancy$16,369$7,015-$23,384
Payroll Taxes$5,151$2,208-$7,359
Fees for Services Accounting$4,491$1,924-$6,415
Office Expenses$4,265$1,827-$6,092
Travel$3,404$1,459-$4,863
All Other Expenses$1,070$2,781-$3,851
Conferences and Meetings$2,514$1,077-$3,591
Other Expenses$1,656$709-$2,365
Fees for Services Other$368$57-$425
Depreciation Depletion$118$50-$168
Total Functional Expenses$169,404$41,552$0$210,956
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Payroll Taxes$2,980
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“L. Richard benacci suzanne m. Benacci vice pres. Director spouse sally rauscher susan rauscher secretary director daughter”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is reviewed by the treasurer of phl-sw educational trust fund.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Phl-sw Educational Trust Fund
EIN
25-6287406
Phone
4123916862
Address
420 INVESTMENT BUILDING, PITTSBURGH, PA 15222

Signing Officer

Name
Richard Benacci
Title
Vice President
Phone
4123916862
Signed
2017-06-28

Organization Details

Principal Officer
Richard Benacci
Formed
1988
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
4

Preparer

Firm
Listwak Finke & Associates
Address
301 MCKNIGHT PARK DRIVE, PITTSBURGH, PA 15237-6534
Preparer
Thomas W Listwak
Phone
4123644300
Raw XML Appendix347 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AcctCompileOrReviewBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0EDUCATION ON RIGHT TO LIFE ISSUES
IRS990/AllOtherContributionsAmt0247092
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02781
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01070
IRS990/AllOtherExpensesGrp/TotalAmt03851
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0COMPANY
IRS990/BooksInCareOfDetail/PhoneNum04123916862
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0239 FOURTH AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd015222
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0397023
IRS990/CashNonInterestBearingGrp/EOYAmt0434667
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01077
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt02514
IRS990/ConferencesMeetingsGrp/TotalAmt03591
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0247092
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0244
IRS990/CYOtherExpensesAmt0134106
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt036380
IRS990/CYSalariesCompEmpBnftPaidAmt076850
IRS990/CYTotalExpensesAmt0210956
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0247336
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt050
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0118
IRS990/DepreciationDepletionGrp/TotalAmt0168
IRS990/Desc0EDUCATION ON RIGHT-TO-LIFE ISSUES AND SUPPORT TO PREGNANT WOMEN.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0169404
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01924
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt04491
IRS990/FeesForServicesAccountingGrp/TotalAmt06415
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt057
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0368
IRS990/FeesForServicesOtherGrp/TotalAmt0425
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt58.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt68.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0RICHARD BENACCI
IRS990/Form990PartVIISectionAGrp/PersonNm1EDWARY M BRYCE
IRS990/Form990PartVIISectionAGrp/PersonNm2JACOB DVORAK
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL ANDREOLA
IRS990/Form990PartVIISectionAGrp/PersonNm4SALLY RAUSCHER
IRS990/Form990PartVIISectionAGrp/PersonNm5SUZANNE M BENACCI
IRS990/Form990PartVIISectionAGrp/PersonNm6MARJORIE W BECKER
IRS990/Form990PartVIISectionAGrp/PersonNm7DONNA FRIZZELL
IRS990/Form990PartVIISectionAGrp/PersonNm8SUSAN RAUSCHER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt016441
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0247336
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0244
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0244
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05762
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0644
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0476
IRS990/LandBldgEquipCostOrOtherBssAmt06238
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0EDUCATION ON RIGHT TO LIFE ISSUES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0395783
IRS990/NetAssetsOrFundBalancesEOYAmt0432163
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt07015
IRS990/OccupancyGrp/ProgramServicesAmt016369
IRS990/OccupancyGrp/TotalAmt023384
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01827
IRS990/OfficeExpensesGrp/ProgramServicesAmt04265
IRS990/OfficeExpensesGrp/TotalAmt06092
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0DONATIONS
IRS990/OtherExpensesGrp/Desc1PROGRAM MATERIAL
IRS990/OtherExpensesGrp/Desc2INSURANCE
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01598
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1709
IRS990/OtherExpensesGrp/ProgramServicesAmt048800
IRS990/OtherExpensesGrp/ProgramServicesAmt128825
IRS990/OtherExpensesGrp/ProgramServicesAmt23729
IRS990/OtherExpensesGrp/ProgramServicesAmt31656
IRS990/OtherExpensesGrp/TotalAmt048800
IRS990/OtherExpensesGrp/TotalAmt128825
IRS990/OtherExpensesGrp/TotalAmt25327
IRS990/OtherExpensesGrp/TotalAmt32365
IRS990/OtherLiabilitiesGrp/BOYAmt01884
IRS990/OtherLiabilitiesGrp/EOYAmt02980
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt020847
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt048644
IRS990/OtherSalariesAndWagesGrp/TotalAmt069491
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02208
IRS990/PayrollTaxesGrp/ProgramServicesAmt05151
IRS990/PayrollTaxesGrp/TotalAmt07359
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0RICHARD BENACCI
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0118417
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0244
IRS990/PYOtherExpensesAmt0128814
IRS990/PYRevenuesLessExpensesAmt0-81580
IRS990/PYSalariesCompEmpBnftPaidAmt071427
IRS990/PYTotalExpensesAmt0200241
IRS990/PYTotalRevenueAmt0118661
IRS990/ReconcilationRevenueExpnssAmt036380
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0395783
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0432163
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0247092
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0118417
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0177527
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0190551
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0188791
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0922378
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0244
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0244
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0182
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0304
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0303
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01277
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99860
IRS990ScheduleA/PublicSupportPY170Pct00.99780
IRS990ScheduleA/PublicSupportTotal170Amt0922378
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0247092
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0118417
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0177527
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0190551
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0188791
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0922378
IRS990ScheduleA/TotalSupportAmt0923655
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02980
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED PAYROLL TAXES
IRS990ScheduleD/TotalLiabilityAmt02980
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0L. RICHARD BENACCI SUZANNE M. BENACCI VICE PRES. DIRECTOR SPOUSE SALLY RAUSCHER SUSAN RAUSCHER SECRETARY DIRECTOR DAUGHTER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE TREASURER OF PHL-SW EDUCATIONAL TRUST FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0397667
IRS990/TotalAssetsEOYAmt0435143
IRS990/TotalAssetsGrp/BOYAmt0397667
IRS990/TotalAssetsGrp/EOYAmt0435143
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0247092
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt041552
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0169404
IRS990/TotalFunctionalExpensesGrp/TotalAmt0210956
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01884
IRS990/TotalLiabilitiesEOYAmt02980
IRS990/TotalLiabilitiesGrp/BOYAmt01884
IRS990/TotalLiabilitiesGrp/EOYAmt02980
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0395783
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0432163
IRS990/TotalProgramServiceExpensesAmt0169404
IRS990/TotalReportableCompFromOrgAmt016441
IRS990/TotalRevenueGrp/ExclusionAmt0244
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0247336
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0397667
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0435143
IRS990/TravelGrp/ManagementAndGeneralAmt01459
IRS990/TravelGrp/ProgramServicesAmt03404
IRS990/TravelGrp/TotalAmt04863
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0668 BEVERLY ROAD
IRS990/USAddress/CityNm0PITTSBURGH
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd015243
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD BENACCI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04123916862
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHL-SW EDUCATIONAL TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0PHL-
ReturnHeader/Filer/EIN0256287406
ReturnHeader/Filer/PhoneNum04123916862
ReturnHeader/Filer/USAddress/AddressLine1Txt0420 INVESTMENT BUILDING
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015222
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId092BE8C56CDD62FCF958817449C244E0C07F53337
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CCD742EF53F8D2A7F1F86F9023FB1B1E0D209D1B
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251779608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LISTWAK FINKE & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 MCKNIGHT PARK DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0152376534
ReturnHeader/PreparerPersonGrp/PhoneNum04123644300
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS W LISTWAK
ReturnHeader/ReturnTs02017-07-10T08:54:00-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$435,143
Liabilities
$2,980
Net assets
$432,163
Revenue
$247,336
Expenses
$210,956
Net income
$36,380
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.13$0.88$0.75
2023Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$1.25$1.60$0.35
2022Detailed filing. Detailed filing data is available for this year.$1.11$0.01$1.10$1.78$1.63$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.00$0.04$0.96$1.07$1.62$0.55
2020Detailed filing. Detailed filing data is available for this year.$1.51$1.51$1.60$1.34$0.26
2019Detailed filing. Detailed filing data is available for this year.$1.27$0.03$1.25$0.74$2.25$1.51
2018Detailed filing. Detailed filing data is available for this year.$2.78$0.02$2.76$1.73$2.32$0.59
2017Detailed filing. Detailed filing data is available for this year.$3.37$0.02$3.35$1.21$2.18$0.97
2016Detailed filing. Detailed filing data is available for this year.$4.35$0.03$4.32$2.47$2.11$0.36
2015Detailed filing. Detailed filing data is available for this year.$3.98$0.02$3.96$1.19$2.00$0.82
2014Detailed filing. Detailed filing data is available for this year.$4.79$0.02$4.77$1.78$1.90$0.12
2013Detailed filing. Detailed filing data is available for this year.$4.92$0.02$4.90$1.91$1.74$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.73$0.01$4.72$1.89$1.54$0.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.39$0.01$4.38$1.54$1.19$0.34
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.04$0.01$4.03$1.75$1.31$0.45