Civic Intelligence

Ernest D Schwartz Trust UW

990PF • Fiscal year 2013 • EIN 25-6564836

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 04, 2014

Organization Profile
Pnc Bank Na 620 Liberty Avenue No10thfl15222

(412) 762-2950

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.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

86th percentile

42%

Higher net margin than 86% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

62nd percentile

$8,834

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

61st percentile

4.7%

Faster asset growth than 61% of similar nonprofits.

2013 filings • $500k-$1M 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 / Assets35th percentile

Assets

Up

$761,420

Up $34,195 (+4.7%) from 2012

Net Assets

Up

$761,420

Up $34,195 (+4.7%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin86th percentile

Revenue

$82,387

No earlier filing loaded for comparison.

Expenses

Up

$48,192

Up $828 (+1.7%) from 2012

Net Income

$34,195

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2013

Assets$761,420
Liabilities$0
Net Assets$761,420
Open 2013 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

2013

Revenue$82,387
Expenses$48,192
Net Income$34,195
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 4, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$8,834-$8,834
Filing and Contact Details

Filer

EIN
25-6564836
Phone
4127622950

Signing Officer

Name
John Alrutz
Title
Assistant Vice President
Phone
4127685892
Signed
2014-04-04
Raw XML Appendix312 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt118773
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP AID TO WORTHY STUDENT(S)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP AID TO WORTHY STUDENT(S)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10GETTYSBURG COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11LUTHERAN THEOLOGICAL SEMINARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10300 N WASHINGTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1161 W CONFEDERATE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0GETTYSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1GETTYSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode017325
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode117325
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt037546
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/AppliedToCurrentYearAmt0884
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt037545
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt041196
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt038429
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt040312
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt037545
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0135
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CLASS ACTION PROCEEDS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0135
TaxesSchedule/TaxesDetail/Amt0568
TaxesSchedule/TaxesDetail/Amt11240
TaxesSchedule/TaxesDetail/Amt24
TaxesSchedule/TaxesDetail/CategoryTxt02012 FEDERAL EXCISE TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt12013 ESTIMATED FEDERAL 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/NetInvestmentIncomeAmt24
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN ALRUTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04127685892
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-04
ReturnHeader/Filer/BusinessName/BusinessNameLine10ERNEST D SCHWARTZ TRUST UW
ReturnHeader/Filer/BusinessNameControlTxt0SCHW
ReturnHeader/Filer/EIN0256564836
ReturnHeader/Filer/PhoneNum04127622950
ReturnHeader/Filer/USAddress/AddressLine10PNC BANK NA 620 LIBERTY AVENUE NO
ReturnHeader/Filer/USAddress/AddressLine2010THFL
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode015222
ReturnHeader/ReturnTs02014-04-04T08:14:23-05:00
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
$761,420
Liabilities
$0
Net assets
$761,420
Revenue
$82,387
Expenses
$48,192
Net income
$34,195
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