Civic Intelligence

Sawka Charitable Trust

990EZ • Fiscal year 2015 • EIN 26-6667979

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 11, 2016

2046 Hollis RoadLansdale, PA 19446

(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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

1st percentile

-43795%

Higher net margin than 1% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

29th percentile

-10%

Faster asset growth than 29% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

10th percentile

-47%

Faster revenue growth than 10% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$255,920

Down $28,467 (-10%) from 2014

Net Assets

Down

$255,920

Down $28,467 (-10%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$65

Down $58 (-47%) from 2014

Expenses

Down

$28,532

Down $3,318 (-10%) from 2014

Net Income

Up

-$28,467

Up $3,260 (+10%) from 2014

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

2015

Assets$255,920
Liabilities$0
Net Assets$255,920

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

2015

Revenue$65
Expenses$28,532
Net Income-$28,467
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 11, 2016
Return Version
2015v2.1
Gross Receipts
$65
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
SEE SCHEDULE O$28,232$65
Compensation and Service Providers

Employees

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

Filer

Filer Name
Sawka Charitable Trust
EIN
26-6667979
Address
2046 HOLLIS ROAD, Lansdale, PA 19446

Signing Officer

Name
A Michelle Kretschmaier-hussey
Title
Trustee
Phone
2156437130
Signed
2016-03-11
Discuss with paid preparer
No

Preparer

Firm
Phl Tax Services
Address
111 BROOKE DR, Royersford, PA 19468
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 18,232Activity 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

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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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/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.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1FORM 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.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2FORM 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.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3FORM 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.
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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 18,232Activity 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
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ReturnHeader/PreparerPersonGrp/PreparationDt02016-03-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK GUINAN CPA
ReturnHeader/ReturnTs02016-03-26T15:41:28-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits