Civic Intelligence

Ernest D Schwartz Trust UW

990PF • Fiscal year 2011 • EIN 25-6564836

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

Organization Profile
1600 Market Street - Tax DepartmentNo 4TH FL19103-7240
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

85th percentile

$8,396

Higher top officer pay than 85% of similar nonprofits.

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

Asset Growth

43rd percentile

-1.4%

Faster asset growth than 43% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$710,920

Down $10,233 (-1.4%) from 2010

Net Assets

Down

$710,920

Down $10,233 (-1.4%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$46,524

Up $4,227 (+10.0%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$1.0M$500K$0Assets 2010: $721,153Liabilities 2010: $0Net Assets 2010: $721,1532010Assets 2011: $710,920Liabilities 2011: $0Net Assets 2011: $710,9202011Assets 2012: $727,225Liabilities 2012: $0Net Assets 2012: $727,2252012Assets 2013: $761,420Liabilities 2013: $0Net Assets 2013: $761,4202013Assets 2014: $782,203Liabilities 2014: $0Net Assets 2014: $782,2032014Assets 2015: $797,281Liabilities 2015: $0Net Assets 2015: $797,2812015Assets 2016: $775,691Liabilities 2016: $0Net Assets 2016: $775,6912016Assets 2017: $781,958Liabilities 2017: $0Net Assets 2017: $781,9582017Assets 2018: $860,336Liabilities 2018: $0Net Assets 2018: $860,3362018Assets 2019: $931,864Liabilities 2019: $0Net Assets 2019: $931,8642019Assets 2020: $897,444Liabilities 2020: $0Net Assets 2020: $897,4442020Assets 2021: $924,302Liabilities 2021: $0Net Assets 2021: $924,3022021Assets 2022: $860,791Liabilities 2022: $0Net Assets 2022: $860,7912022Assets 2023: $817,824Liabilities 2023: $0Net Assets 2023: $817,8242023Assets 2024: $812,192Liabilities 2024: $0Net Assets 2024: $812,1922024

Highlighted filing

2011

Assets$710,920
Liabilities$0
Net Assets$710,920
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $42,2972010Expenses 2011: $46,5242011Expenses 2012: $47,3642012Revenue 2013: $82,387Expenses 2013: $48,192Net Income 2013: $34,1952013Revenue 2014: $95,526Expenses 2014: $60,977Net Income 2014: $34,5492014Revenue 2015: $59,302Expenses 2015: $44,212Net Income 2015: $15,0902015Revenue 2016: $32,820Expenses 2016: $54,409Net Income 2016: -$21,5892016Revenue 2017: $62,022Expenses 2017: $55,743Net Income 2017: $6,2792017Revenue 2018: $134,537Expenses 2018: $56,157Net Income 2018: $78,3802018Revenue 2019: $131,486Expenses 2019: $59,962Net Income 2019: $71,5242019Revenue 2020: $25,907Expenses 2020: $58,544Net Income 2020: -$32,6372020Revenue 2021: $86,263Expenses 2021: $59,519Net Income 2021: $26,7442021Revenue 2022: $1,416Expenses 2022: $64,938Net Income 2022: -$63,5222022Revenue 2023: $19,844Expenses 2023: $63,540Net Income 2023: -$43,6962023Revenue 2024: $48,436Expenses 2024: $53,708Net Income 2024: -$5,2722024

Highlighted filing

2011

Revenue-
Expenses$46,524
Net Income-
Open 2011 Filing
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
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$8,396-$8,396
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGETTYSBURG COLLEGESCHOLARSHIP AID TO WORTHY STUDENT(S)SCHOOLGETTYSBURG, PA, US$17,837
Paid GrantLUTHERAN THEOLOGICAL SEMINARYSCHOLARSHIP AID TO WORTHY STUDENT(S)SCHOOLGETTYSBURG, PA, US$17,837
Filing and Contact Details

Filer

EIN
25-6564836
Raw XML Appendix307 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/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions037214
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY037976
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear035674
TaxesSchedule/Taxes/Amount01
TaxesSchedule/Taxes/Amount11753
TaxesSchedule/Taxes/Category0FOREIGN TAXES PAID
TaxesSchedule/Taxes/Category1FEDERAL EXCISE TAX PAID
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome01
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0256564836
ReturnHeader/Filer/Name/BusinessNameLine10ERNEST D SCHWARTZ TRUST UW
ReturnHeader/Filer/Name/BusinessNameLine20C/O PNC BANK N A - TRUSTEE
ReturnHeader/Filer/NameControl0SCHW
ReturnHeader/Filer/Phone02155854657
ReturnHeader/Filer/USAddress/AddressLine101600 MARKET STREET - TAX DEPARTMENT
ReturnHeader/Filer/USAddress/AddressLine20No 4TH FL
ReturnHeader/Filer/USAddress/City0PHILADELPHIA
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0191037240
ReturnHeader/Officer/DateSigned02012-04-30
ReturnHeader/Officer/Name0BARBARA J WALLS
ReturnHeader/Officer/Phone02155854657
ReturnHeader/Officer/Title0OFFICER
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-03T14:03:41-05:00

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$710,920
Liabilities
$0
Net assets
$710,920
Revenue
-
Expenses
$46,524
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.12$0.00$8.12$0.48$0.54$0.05
2023Detailed filing. Detailed filing data is available for this year.$8.18$0.00$8.18$0.20$0.64$0.44
2022Detailed filing. Detailed filing data is available for this year.$8.61$0.00$8.61$0.01$0.65$0.64
2021Detailed filing. Detailed filing data is available for this year.$9.24$0.00$9.24$0.86$0.60$0.27
2020Detailed filing. Detailed filing data is available for this year.$8.97$0.00$8.97$0.26$0.59$0.33
2019Detailed filing. Detailed filing data is available for this year.$9.32$0.00$9.32$1.31$0.60$0.72
2018Detailed filing. Detailed filing data is available for this year.$8.60$0.00$8.60$1.35$0.56$0.78
2017Detailed filing. Detailed filing data is available for this year.$7.82$0.00$7.82$0.62$0.56$0.06
2016Detailed filing. Detailed filing data is available for this year.$7.76$0.00$7.76$0.33$0.54$0.22
2015Detailed filing. Detailed filing data is available for this year.$7.97$0.00$7.97$0.59$0.44$0.15
2014Detailed filing. Detailed filing data is available for this year.$7.82$0.00$7.82$0.96$0.61$0.35
2013Detailed filing. Detailed filing data is available for this year.$7.61$0.00$7.61$0.82$0.48$0.34
2012Detailed filing. Detailed filing data is available for this year.$7.27$0.00$7.27$0.47
2011Detailed filing. Detailed filing data is available for this year.$7.11$0.00$7.11$0.47
2010Detailed filing. Detailed filing data is available for this year.$7.21$0.00$7.21$0.42