Civic Intelligence

Sawka Charitable Trust

990EZ • Fiscal year 2011 • EIN 26-6667979

Jan 01, 2011 to Dec 31, 2011 • Filed on Jun 13, 2012

Organization Profile
2046 Hollis Road19446
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

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

1st percentile

-1653%

Higher net margin than 1% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

30th percentile

-12%

Faster asset growth than 30% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

2nd percentile

-97%

Faster revenue growth than 2% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$420,799

No earlier filing loaded for comparison.

Net Assets

$420,799

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin1st percentile

Revenue

$3,314

No earlier filing loaded for comparison.

Expenses

$58,095

No earlier filing loaded for comparison.

Net Income

-$54,781

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

2011

Assets$420,799
Liabilities-
Net Assets$420,799
Open 2011 Filing

Operations Trend

Revenue Growth2nd percentile

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

2011

Revenue$3,314
Expenses$58,095
Net Income-$54,781
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Jun 13, 2012
Return Version
2011v1.2
Filing and Contact Details

Filer

EIN
26-6667979
Raw XML Appendix118 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
CompensationExplanation/Compensation/PersonName0A MICHELLE KRETSCHMAIERHUSSEY
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY0475580
IRS990EZ/CashSavingsAndInvestments/EOY0420799
IRS990EZ/ContributionsGiftsGrantsEtc01400
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-54781
IRS990EZ/FeesAndOthPymtToIndContractors02045
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrantsAndSimilarAmountsPaid056050
IRS990EZ/GrossReceipts03314
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InvestmentIncome01914
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY0475580
IRS990EZ/NetAssetsOrFundBalancesBOY0475580
IRS990EZ/NetAssetsOrFundBalances/EOY0420799
IRS990EZ/NetAssetsOrFundBalancesEOY0420799
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine102046 HOLLIS ROAD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine202046 HOLLIS ROAD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0LANSDALE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0PA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode019446
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition05.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0A MICHELLE KRETSCHMAIER-HUSSEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0TRUSTEE
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0THIS 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 UKRAINIAN CATHOLIC CHURCH, UNITED UKRAINIAN AMERICAN RELIEF COMMITTEE, INC., AND SISTERS OF ST. BASIL THE GREAT. THE TRUST SHALL MAKE ANNUAL DISCRETIONARY DISTRIBUTIONS TO SUPPORT THE THREE RELIGIOUS ORGANIZATIONS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0IT IS THE INTENT OF THIS TRUST TO FINANCIALLY SUPPORT THE PRESENTATION OF OUR LORD UKRAINIAN CATHOLIC CHURCH, THE UNITED UKRAINIAN 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.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations056050
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses056050
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine102046 HOLLIS ROAD
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0LANSDALE
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0PA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode019446
IRS990EZ/TheBooksAreInCareOf/NamePerson0A MICHELLE KRETSCHMAIER-HUSSEY
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber06105848777
IRS990EZ/TotalAssets/BOY0475580
IRS990EZ/TotalAssets/EOY0420799
IRS990EZ/TotalExpenses058095
IRS990EZ/TotalProgramServiceExpenses056050
IRS990EZ/TotalRevenue03314
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity0false
IRS990ScheduleA/ContribByControllingIndividual0false
IRS990ScheduleA/ContributionByRelatedParty0false
IRS990ScheduleA/SumOfAmounts056050
IRS990ScheduleA/SupportedOrgInformation/Amount051050
IRS990ScheduleA/SupportedOrgInformation/EIN0232634053
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc0true
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10PRESENTATION OF OUR LORD UKRAINIAN CATHOLIC CHURCH
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine20PRESENTATION OF OUR LORD UKRAINIAN CATHOLIC CHURCH
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS0true
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified0true
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization01
IRS990ScheduleA/SupportingOrg509a3Type3Other0X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs02
IRS990ScheduleA/WrittenIRSDetermination0X
IRS990ScheduleO/GeneralExplanation/Explanation0PRESENTATION OF OUR LORD RELIGIOUS SUPPORT UKRAINIAN CATHOLIC CHURCH PO BOX 762, 1546 ALLENTOWN ROAD 51,050 0 LANSDALE, PA 19446 0
IRS990ScheduleO/GeneralExplanation/Explanation1THIS 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 UKRAINIAN CATHOLIC CHURCH, UNITED UKRAINIAN AMERICAN RELIEF COMMITTEE, INC., AND SISTERS OF ST. BASIL THE GREAT. THE TRUST SHALL MAKE ANNUAL DISCRETIONARY DISTRIBUTIONS TO SUPPORT THE THREE RELIGIOUS ORGANIZATIONS.
IRS990ScheduleO/GeneralExplanation/Explanation2IT IS THE INTENT OF THIS TRUST TO FINANCIALLY SUPPORT THE PRESENTATION OF OUR LORD UKRAINIAN CATHOLIC CHURCH, THE UNITED UKRAINIAN 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/GeneralExplanation/Identifier0GRANTS AND SIMILAR AMTS PAID TO ORGANIZATIONS
IRS990ScheduleO/GeneralExplanation/Identifier1PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/Identifier2FIRST ACCOMPLISHMENT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART III
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0266667979
ReturnHeader/Filer/Name/BusinessNameLine10SAWKA CHARITABLE TRUST
ReturnHeader/Filer/NameControl0SAWK
ReturnHeader/Filer/Phone02156437130
ReturnHeader/Filer/USAddress/AddressLine102046 HOLLIS ROAD
ReturnHeader/Filer/USAddress/City0LANSDALE
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode019446
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-06-13
ReturnHeader/Officer/Name0AMICHELLE KRETSCHMAIER-HUSSEY
ReturnHeader/Officer/Phone02156437130
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-06-26
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CANON CAPITAL CPA'S
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10357 MAIN ST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SOUDERTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode018964
ReturnHeader/Preparer/Name0J GEORGE SWEENEY
ReturnHeader/Preparer/Phone02157234881
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-06-26T10:37:14-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$420,799
Liabilities
-
Net assets
$420,799
Revenue
$3,314
Expenses
$58,095
Net income
-$54,781
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.01$0.26$0.25
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$0.00$2.56$0.00$0.29$0.28
2014Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.00$0.32$0.32
2013Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.00$0.43$0.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.59$3.59$0.00$0.62$0.62
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.21$4.21$0.03$0.58$0.55
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • 501(c)3 • <$500k nonprofits