Civic Intelligence

Sawka Charitable Trust

990EZ • Fiscal year 2013 • EIN 26-6667979

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 21, 2014

2046 Hollis Road19446

(215) 643-7130

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

1st percentile

-26942%

Higher net margin than 1% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

27th percentile

-12%

Faster asset growth than 27% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

14th percentile

-32%

Faster revenue growth than 14% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$316,114

Down $43,107 (-12%) from 2012

Net Assets

Down

$316,114

Down $43,107 (-12%) from 2012

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$160

Down $77 (-32%) from 2012

Expenses

Down

$43,267

Down $18,548 (-30%) from 2012

Net Income

Up

-$43,107

Up $18,471 (+30%) from 2012

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $420,799Net Assets 2011: $420,7992011Assets 2012: $359,221Net Assets 2012: $359,2212012Assets 2013: $316,114Liabilities 2013: $0Net Assets 2013: $316,1142013Assets 2014: $284,387Liabilities 2014: $0Net Assets 2014: $284,3872014Assets 2015: $255,920Liabilities 2015: $0Net Assets 2015: $255,9202015Assets 2016: $231,357Liabilities 2016: $0Net Assets 2016: $231,3572016

Highlighted filing

2013

Assets$316,114
Liabilities$0
Net Assets$316,114

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2011: $3,314Expenses 2011: $58,095Net Income 2011: -$54,7812011Revenue 2012: $237Expenses 2012: $61,815Net Income 2012: -$61,5782012Revenue 2013: $160Expenses 2013: $43,267Net Income 2013: -$43,1072013Revenue 2014: $123Expenses 2014: $31,850Net Income 2014: -$31,7272014Revenue 2015: $65Expenses 2015: $28,532Net Income 2015: -$28,4672015Revenue 2016: $1,172Expenses 2016: $25,735Net Income 2016: -$24,5632016

Highlighted filing

2013

Revenue$160
Expenses$43,267
Net Income-$43,107
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 21, 2014
Return Version
2013v3.1
Gross Receipts
$160
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
SEE SCHEDULE O$42,492-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
A MICHELLE KRETSCHMAIER-HUSSEYTrusteePT$0--
Filing and Contact Details

Filer

EIN
26-6667979

Signing Officer

Name
A Michelle Kretschmaier-hussey
Title
Trustee
Phone
2156437130
Signed
2014-03-21
Discuss with paid preparer
No

Preparer

Preparer
Patrick Guinan CPA
Phone
2679976590
Supplemental Narrative

Additional Explanations

General explanation attachment

Form 990-ez, part iii - primary exempt purposethis is a charitable trust funded from the estate of william sawka via his last will and testament. It was created for the financial benefit of the following three religious organizations: presentation of our lord ukranian catholic church, united ukranian american relief committee, inc., and sisters of st. Basil the great. The trust shall make annual discretionary distributions to support the three religious organizations.it is the intent of this trust to financially support the presentation of our lord ukranian catholic church, the united ukranian american relief committee, inc., and the sisters of st. Basil the great charities with the funds contributed to the trust by the estate of william sawka with annual monetary distributions.

List of grants and similar amounts paid Part I line 10

Activity RELIGIOUS SUPPORT Grantee PRESENTATION OF OUR LORD UKRANIAN Street PO BOX 762, 1546 ALLENTOWN RD City, State, Zip LANSDALE, PA 19446Amount 32,492Activity CHARITY Grantee UUARC Street 1206 COTTMAN AVE City, State, Zip Philadelphia, PA 19111Amount 5,000Activity RELIGIOUS SUPPORT Grantee SISTERS OF ST. BASIL Street 710 FOX CHASE RD City, State, Zip Jenkintown, PA 19046Amount 5,000

Raw XML Appendix124 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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IRS990EZ/BooksInCareOfDetail/PersonNm0A MICHELLE KRETSCHMAIER-HUSSEY
IRS990EZ/BooksInCareOfDetail/PhoneNum02156437130
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine102046 HOLLIS ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/City0Lansdale
IRS990EZ/BooksInCareOfDetail/USAddress/State0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode019446
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0359221
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0316114
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-43107
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0775
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0359221
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0316114
IRS990EZ/GrantsAndSimilarAmountsPaidAmt042492
IRS990EZ/GrossReceiptsAmt0160
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0160
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0359221
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0316114
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0359221
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0316114
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0A MICHELLE KRETSCHMAIER-HUSSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt042492
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043267
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0160
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0232634053
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1231630863
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2232059812
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc21
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt032492
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt15000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt25000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10PRESENTATION OF OUR LORD UKRAN
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine11UNITED UKRANIAN AMERICAN RELIE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine12SISTERS OF ST BASIL THE GREAT
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd2true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt042492
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990-EZ, PART III - PRIMARY EXEMPT PURPOSETHIS IS A CHARITABLE TRUST FUNDED FROM THE ESTATE OF WILLIAM SAWKA VIA HIS LAST WILL AND TESTAMENT. IT WAS CREATED FOR THE FINANCIAL BENEFIT OF THE FOLLOWING THREE RELIGIOUS ORGANIZATIONS: PRESENTATION OF OUR LORD UKRANIAN CATHOLIC CHURCH, UNITED UKRANIAN AMERICAN RELIEF COMMITTEE, INC., AND SISTERS OF ST. BASIL THE GREAT. THE TRUST SHALL MAKE ANNUAL DISCRETIONARY DISTRIBUTIONS TO SUPPORT THE THREE RELIGIOUS ORGANIZATIONS.IT IS THE INTENT OF THIS TRUST TO FINANCIALLY SUPPORT THE PRESENTATION OF OUR LORD UKRANIAN CATHOLIC CHURCH, THE UNITED UKRANIAN AMERICAN RELIEF COMMITTEE, INC., AND THE SISTERS OF ST. BASIL THE GREAT CHARITIES WITH THE FUNDS CONTRIBUTED TO THE TRUST BY THE ESTATE OF WILLIAM SAWKA WITH ANNUAL MONETARY DISTRIBUTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity RELIGIOUS SUPPORT Grantee PRESENTATION OF OUR LORD UKRANIAN Street PO BOX 762, 1546 ALLENTOWN RD City, State, Zip LANSDALE, PA 19446Amount 32,492Activity CHARITY Grantee UUARC Street 1206 COTTMAN AVE City, State, Zip Philadelphia, PA 19111Amount 5,000Activity RELIGIOUS SUPPORT Grantee SISTERS OF ST. BASIL Street 710 FOX CHASE RD City, State, Zip Jenkintown, PA 19046Amount 5,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0A MICHELLE KRETSCHMAIER-HUSSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02156437130
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine10SAWKA CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SAWK
ReturnHeader/Filer/EIN0266667979
ReturnHeader/Filer/USAddress/AddressLine102046 HOLLIS ROAD
ReturnHeader/Filer/USAddress/City0Lansdale
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode019446
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454615809
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10PHL TAX SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10175 FOUNTAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Philadelphia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode019127
ReturnHeader/PreparerPersonGrp/PhoneNum02679976590
ReturnHeader/PreparerPersonGrp/PreparationDt02014-03-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK GUINAN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-03-26T23:20:28-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • <$500k nonprofits