Civic Intelligence

Schopene Alverta E Charitable Trust

990PF • Fiscal year 2011 • EIN 25-6583112

Jan 01, 2011 to Dec 31, 2011 • Filed on May 25, 2012

PO Box 9465144101
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k 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

96th percentile

$6,264

Higher top officer pay than 96% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

42nd percentile

-3.2%

Faster asset growth than 42% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$475,474

Down $15,478 (-3.2%) from 2010

Net Assets

Down

$475,474

Down $15,478 (-3.2%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$29,900

Up $3,780 (+14%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $490,952Liabilities 2010: $0Net Assets 2010: $490,9522010Assets 2011: $475,474Liabilities 2011: $0Net Assets 2011: $475,4742011Assets 2013: $457,184Liabilities 2013: $0Net Assets 2013: $457,1842013Assets 2014: $458,654Liabilities 2014: $0Net Assets 2014: $458,6542014Assets 2015: $450,216Liabilities 2015: $0Net Assets 2015: $450,2162015Assets 2016: $437,982Liabilities 2016: $0Net Assets 2016: $437,9822016Assets 2017: $434,240Liabilities 2017: $0Net Assets 2017: $434,2402017Assets 2018: $835,946Liabilities 2018: $0Net Assets 2018: $835,9462018Assets 2019: $804,553Liabilities 2019: $0Net Assets 2019: $804,5532019Assets 2020: $762,345Liabilities 2020: $0Net Assets 2020: $762,3452020Assets 2021: $789,428Liabilities 2021: $0Net Assets 2021: $789,4282021Assets 2022: $740,333Liabilities 2022: $0Net Assets 2022: $740,3332022

Highlighted filing

2011

Assets$475,474
Liabilities$0
Net Assets$475,474

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $26,1202010Expenses 2011: $29,9002011Revenue 2013: $24,467Expenses 2013: $32,626Net Income 2013: -$8,1592013Revenue 2014: $37,451Expenses 2014: $35,980Net Income 2014: $1,4712014Revenue 2015: $30,113Expenses 2015: $38,551Net Income 2015: -$8,4382015Revenue 2016: $27,656Expenses 2016: $39,892Net Income 2016: -$12,2362016Revenue 2017: $38,068Expenses 2017: $41,810Net Income 2017: -$3,7422017Revenue 2018: $442,599Expenses 2018: $40,895Net Income 2018: $401,7042018Revenue 2019: $26,621Expenses 2019: $58,017Net Income 2019: -$31,3962019Revenue 2020: $2,550Expenses 2020: $43,058Net Income 2020: -$40,5082020Revenue 2021: $72,742Expenses 2021: $45,667Net Income 2021: $27,0752021Revenue 2022: $1,393Expenses 2022: $50,790Net Income 2022: -$49,3972022

Highlighted filing

2011

Revenue-
Expenses$29,900
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 25, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$6,264-$6,264
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantASBURY HEALTH CTRGENERAL SUPPORTPUBLICPITTSBURGH, PA, US$9,288
Paid GrantCOMMUNITY UNITED METHODISTGENERAL SUPPORTPUBLICPITTSBURGH, PA, US$9,288
Paid GrantAMERICAN HEART ASSOCIATIONGENERAL SUPPORTPUBLICST PETERSBURG, FL, US$1,858
Paid GrantARTHRITIS FOUNDATIONGENERAL SUPPORTPUBLICPITTSBURGH, PA, US$1,858
Filing and Contact Details

Filer

EIN
25-6583112
Raw XML Appendix350 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
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AccountingFeesSchedule/AccountingFees/Category0PNC BANK, NA
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0700
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount010071
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount04675
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount014746
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA014746
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm04675
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-15154
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IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV028949
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02005-07-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12006-07-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22006-07-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-04-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-07-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-12-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0200. HARBOR FD CAP APPRECIATION FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset175.207 HARBOR FD CAP APPRECIATION FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset254.201 HARBOR FD CAP APPRECIATION FD
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice08000
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice22000
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-15154
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0457
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0133
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0475931
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted027619
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IRS990PF/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0565464
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OH
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IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL SUPPORT
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11ASBURY HEALTH CTR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12ARTHRITIS FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13COMMUNITY UNITED METHODIST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20C/O TREASURER
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10P O BOX 22249
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11ATTN DIRECTOR OF FINANCE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12100 WEST STATION SQUARE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13400 CENTER AVENUE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1PITTSBURGH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2PITTSBURGH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3PITTSBURGH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode033742
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1152432040
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode215219
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode3152153040
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear022292
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear013724
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1012400
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted027619
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions026124
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY013895
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear012400
OtherDecreasesSchedule/OtherDecreases/Amount069
OtherDecreasesSchedule/OtherDecreases/Amount1388
OtherDecreasesSchedule/OtherDecreases/Description0POSTED SUBSEQ YR FOR CURR YR
OtherDecreasesSchedule/OtherDecreases/Description1LATE TRADE/SETTLEMENT ADJUSTMENT
OtherIncreasesSchedule/OtherIncreases/Amount0133
OtherIncreasesSchedule/OtherIncreases/Amount10
OtherIncreasesSchedule/OtherIncreases/Description0POSTED CURR YR FOR PR YR
OtherIncreasesSchedule/OtherIncreases/Description1ROUNDING ADJUSTMENT
TaxesSchedule/Taxes/Amount0240
TaxesSchedule/Taxes/Amount1295
TaxesSchedule/Taxes/Amount291
TaxesSchedule/Taxes/Amount318
TaxesSchedule/Taxes/Category0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/Taxes/Category1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/Taxes/Category2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/Taxes/Category3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/DisbursementsCharitablePrps30
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
TaxesSchedule/Taxes/NetInvestmentIncome291
TaxesSchedule/Taxes/NetInvestmentIncome318
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0256583112
ReturnHeader/Filer/Name/BusinessNameLine10SCHOPENE ALVERTA E CHARITABLE TRUST
ReturnHeader/Filer/NameControl0SCHO
ReturnHeader/Filer/Phone02162574699
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 94651
ReturnHeader/Filer/USAddress/City0CLEVELAND
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode044101
ReturnHeader/Officer/DateSigned02012-05-25
ReturnHeader/Officer/Name0JACKLYNN ANN BARRAS
ReturnHeader/Officer/Phone02162574699
ReturnHeader/Officer/Title0TAX DIRECTOR
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-29T07:54:09-06:00

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