Civic Intelligence

William P Carty Tw the Haverford School

990PF • Fiscal year 2023 • EIN 25-6613525

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 30, 2024

Ftci Of PA 5 Radnor Corp 450Radnor, PA 19087

(610) 975-4300

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

72nd percentile

18%

Higher net margin than 72% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$5,860

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 16.9% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

57th percentile

3.0%

Faster asset growth than 57% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Assets

Up

$221,669

Up $6,506 (+3.0%) from 2022

Net Assets

Up

$221,669

Up $6,506 (+3.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$34,601

Up $39,415 (+819%) from 2022

Expenses

Down

$28,283

Down $558 (-1.9%) from 2022

Net Income

Up

$6,318

Up $39,973 (+119%) from 2022

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $304,671Liabilities 2010: $0Net Assets 2010: $304,6712010Assets 2011: $299,770Liabilities 2011: $0Net Assets 2011: $299,7702011Assets 2012: $292,010Liabilities 2012: $0Net Assets 2012: $292,0102012Assets 2013: $279,886Liabilities 2013: $0Net Assets 2013: $279,8862013Assets 2014: $270,102Liabilities 2014: $0Net Assets 2014: $270,1022014Assets 2015: $259,455Liabilities 2015: $0Net Assets 2015: $259,4552015Assets 2016: $242,948Liabilities 2016: $0Net Assets 2016: $242,9482016Assets 2017: $269,724Liabilities 2017: $0Net Assets 2017: $269,7242017Assets 2018: $272,446Liabilities 2018: $0Net Assets 2018: $272,4462018Assets 2019: $271,078Liabilities 2019: $0Net Assets 2019: $271,0782019Assets 2020: $258,863Liabilities 2020: $0Net Assets 2020: $258,8632020Assets 2021: $248,973Liabilities 2021: $0Net Assets 2021: $248,9732021Assets 2022: $215,163Liabilities 2022: $0Net Assets 2022: $215,1632022Assets 2023: $221,669Liabilities 2023: $0Net Assets 2023: $221,6692023Assets 2024: $227,321Liabilities 2024: $0Net Assets 2024: $227,3212024

Highlighted filing

2023

Assets$221,669
Liabilities$0
Net Assets$221,669

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $20,5012010Expenses 2011: $22,3452011Expenses 2012: $25,1502012Revenue 2013: $13,878Expenses 2013: $26,094Net Income 2013: -$12,2162013Revenue 2014: $17,256Expenses 2014: $26,819Net Income 2014: -$9,5632014Revenue 2015: $12,558Expenses 2015: $23,270Net Income 2015: -$10,7122015Revenue 2016: $5,611Expenses 2016: $22,356Net Income 2016: -$16,7452016Revenue 2017: $51,571Expenses 2017: $24,801Net Income 2017: $26,7702017Revenue 2018: $29,770Expenses 2018: $26,922Net Income 2018: $2,8482018Revenue 2019: $26,323Expenses 2019: $27,722Net Income 2019: -$1,3992019Revenue 2020: $16,036Expenses 2020: $28,156Net Income 2020: -$12,1202020Revenue 2021: $21,518Expenses 2021: $31,509Net Income 2021: -$9,9912021Revenue 2022: -$4,814Expenses 2022: $28,841Net Income 2022: -$33,6552022Revenue 2023: $34,601Expenses 2023: $28,283Net Income 2023: $6,3182023Revenue 2024: $35,337Expenses 2024: $29,701Net Income 2024: $5,6362024

Highlighted filing

2023

Revenue$34,601
Expenses$28,283
Net Income$6,318
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 30, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIDUCIARY TRUST COMPANY INTL OF PATrusteePT$5,860-$5,860
Filing and Contact Details

Filer

Filer Name
William P Carty Tw
EIN
25-6613525
Phone
6109754300
Address
FTCI OF PA 5 RADNOR CORP 450, RADNOR, PA 19087

Signing Officer

Name
Francis X Mehaffey
Title
Managing Director
Phone
6109754300
Signed
2024-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Fiduciary Trust Co Intl of Pa
Address
FIVE RADNOR CORP CTR STE 450, RADNOR, PA 19087
Preparer
Francis X Mehaffey
Phone
6109754314
Raw XML Appendix373 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/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0FIDUCIARY TRUST COMPANY INTL OF PA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05 RADNOR CORP CTR SUITE 450
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0RADNOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019087
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06109754300
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt021000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE HAVERFORD SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0450 LANCASTER AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HAVERFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019041
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021000
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/AppliedToCurrentYearAmt020983
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020983
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03046
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04305
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011398
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04047
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03046
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04305
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025030
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04047
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011398
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07351
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADR FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0188
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CASH RECEIVED VS INCOME DECLARED
TaxesSchedule/TaxesDetail/Amt0316
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0316
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANCIS X MEHAFFEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06109754300
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM P CARTY TW
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0THE HAVERFORD SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0256613525
ReturnHeader/Filer/PhoneNum06109754300
ReturnHeader/Filer/USAddress/AddressLine1Txt0FTCI OF PA 5 RADNOR CORP 450
ReturnHeader/Filer/USAddress/CityNm0RADNOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019087
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232413864
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FIDUCIARY TRUST CO INTL OF PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0FIVE RADNOR CORP CTR STE 450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RADNOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019087
ReturnHeader/PreparerPersonGrp/PhoneNum06109754314
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANCIS X MEHAFFEY
ReturnHeader/ReturnTs02024-04-30T11:19:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FRANCIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MEHAFFEY
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.35$0.30$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.35$0.28$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.05$0.29$0.34
2021Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.22$0.32$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.16$0.28$0.12
2019Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.26$0.28$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.30$0.27$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.52$0.25$0.27
2016Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.06$0.22$0.17
2015Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.13$0.23$0.11
2014Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.17$0.27$0.10
2013Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.14$0.26$0.12
2012Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.25
2011Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.22
2010Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.21