Civic Intelligence

Phl-Sw Educational Trust Fund

990EZ • Fiscal year 2019 • EIN 25-6287406

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 15, 2020

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

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

75th percentile

0.03x

Higher debt load relative to revenue than 75% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

3rd percentile

-205%

Higher net margin than 3% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

83rd percentile

$16,705

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 22.6% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

8th percentile

-54%

Faster asset growth than 8% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-57%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$127,245

Down $150,655 (-54%) from 2018

Net Assets

Down

$124,707

Down $151,291 (-55%) from 2018

Liabilities

Up

$2,538

Up $636 (+33%) from 2018

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin3rd percentile

Revenue

Down

$73,954

Down $99,023 (-57%) from 2018

Expenses

Down

$225,245

Down $6,628 (-2.9%) from 2018

Net Income

Down

-$151,291

Down $92,395 (-157%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2019

Assets$127,245
Liabilities$2,538
Net Assets$124,707
Open 2019 Filing

Operations Trend

Revenue Growth8th 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

2019

Revenue$73,954
Expenses$225,245
Net Income-$151,291
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 15, 2020
Return Version
2019v5.0
Gross Receipts
$73,954
Mission and Program Overview

Mission

Education on right to life issues

Program Services

DescriptionGrantsExpenses
EDUCATION ON RIGHT-TO-LIFE ISSUES AND SUPPORT TO PREGNANT WOMEN.-$189,265
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
L RICHARD BENACCIExecutive DiPT$16,705-$16,705
EDWARD M BRYCEPresident-$0--
MICHAEL ANDREOLATreasurer-$0--
MARJORIE W BECKERBoard MemberPT$0--
DONNA FRIZZELLVice Preside-$0--
SUSAN RAUSCHERBoard Member-$0--
SUZANNE BENACCIBoard Member-$0--
BARBARA KOTCHBoard Member-$0--
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
L Richard Benacci
Title
Executive Director
Phone
4123916862
Signed
2020-10-15

Preparer

Firm
Listwak Finke & Associates
Address
301 MCKNIGHT PARK DRIVE, PITTSBURGH, PA 15237-6534
Preparer
Thomas W Listwak
Phone
4123644300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses postage & shipping 253 office supplies 3,063 travel & entertainment 4,775 meetings & conventions 4,024 program material 25,783 donations 64,000 insurance 5,110 advertising & promotion 734 telephone 2,466 educational events 476 non-investment depreciation 140 total 110,824”

Form 990-ez, Part II, Line 24

“6,238 6,238 less accumulated depreciation 6,098 6,238 total 140 0”

Form 990-ez, Part II, Line 26

“Accrued payroll taxes 1,902 2,538”

Raw XML Appendix158 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0COMPANY
IRS990EZ/BooksInCareOfDetail/PhoneNum04123916862
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0239 FOURTH AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd015222
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0277760
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0127245
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt073885
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-151291
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09648
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0277900
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0127245
IRS990EZ/GrossReceiptsAmt073954
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt069
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0275998
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0124707
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0275998
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0124707
IRS990EZ/OccupancyRentUtltsAndMaintAmt024109
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt016705
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0L RICHARD BENACCI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EDWARD M BRYCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL ANDREOLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARJORIE W BECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DONNA FRIZZELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SUSAN RAUSCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SUZANNE BENACCI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BARBARA KOTCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0140
IRS990EZ/OtherExpensesTotalAmt0110824
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION ON RIGHT TO LIFE ISSUES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION ON RIGHT-TO-LIFE ISSUES AND SUPPORT TO PREGNANT WOMEN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0189265
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt080664
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01902
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02538
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0225245
IRS990EZ/TotalProgramServiceExpensesAmt0189265
IRS990EZ/TotalRevenueAmt073954
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt073885
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0172670
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0120762
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0247092
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0118417
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0732826
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt069
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0307
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0245
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0244
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0244
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01109
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99850
IRS990ScheduleA/PublicSupportPY170Pct00.99850
IRS990ScheduleA/PublicSupportTotal170Amt0732826
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt073885
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0172670
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0120762
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0247092
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0118417
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0732826
IRS990ScheduleA/TotalSupportAmt0733935
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES POSTAGE & SHIPPING 253 OFFICE SUPPLIES 3,063 TRAVEL & ENTERTAINMENT 4,775 MEETINGS & CONVENTIONS 4,024 PROGRAM MATERIAL 25,783 DONATIONS 64,000 INSURANCE 5,110 ADVERTISING & PROMOTION 734 TELEPHONE 2,466 EDUCATIONAL EVENTS 476 NON-INVESTMENT DEPRECIATION 140 TOTAL 110,824
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16,238 6,238 LESS ACCUMULATED DEPRECIATION 6,098 6,238 TOTAL 140 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCRUED PAYROLL TAXES 1,902 2,538
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0L RICHARD BENACCI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04123916862
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-15
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/AtSubmissionCreationDeviceId0E42E4EDFD05DA44D2D59F16E9C7BFA05D096DA21
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06546AE6075504827A03B8D99A773D1FDBA1A2109
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.83.173.97
ReturnHeader/FilingSecurityInformation/IPDt02020-10-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm007:26:29
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/PreparationDt02020-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS W LISTWAK
ReturnHeader/ReturnTs02020-10-27T07:26:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$127,245
Liabilities
$2,538
Net assets
$124,707
Revenue
$73,954
Expenses
$225,245
Net income
-$151,291
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