Civic Intelligence

Elizabeth Wingerter Charitable Foundation

990 • Fiscal year 2019 • EIN 27-2498681

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 31, 2020

Organization ProfileN/A
1300 Chapline St No 302Wheeling, WV 26003

(304) 233-5215

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

52nd percentile

$6,115

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 21.0% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

44th percentile

1.0%

Faster asset growth than 44% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-52%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$510,267

Up $5,109 (+1.0%) from 2018

Net Assets

Up

$510,267

Up $5,109 (+1.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin75th percentile

Revenue

Down

$29,150

Down $31,012 (-52%) from 2018

Expenses

Down

$23,755

Down $264 (-1.1%) from 2018

Net Income

Down

$5,395

Down $30,748 (-85%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$600K$400K$200K$0Assets 2015: $465,104Liabilities 2015: $0Net Assets 2015: $465,1042015Assets 2016: $461,218Liabilities 2016: $0Net Assets 2016: $461,2182016Assets 2017: $468,641Liabilities 2017: $0Net Assets 2017: $468,6412017Assets 2018: $505,158Liabilities 2018: $0Net Assets 2018: $505,1582018Assets 2019: $510,267Liabilities 2019: $0Net Assets 2019: $510,2672019Assets 2020: $514,717Liabilities 2020: $0Net Assets 2020: $514,7172020Assets 2021: $557,893Liabilities 2021: $0Net Assets 2021: $557,8932021Assets 2022: $559,747Liabilities 2022: $0Net Assets 2022: $559,7472022Assets 2023: $551,262Liabilities 2023: $0Net Assets 2023: $551,2622023Assets 2024: $562,400Liabilities 2024: $0Net Assets 2024: $562,4002024

Highlighted filing

2019

Assets$510,267
Liabilities$0
Net Assets$510,267
Open 2019 Filing

Operations Trend

Revenue Growth5th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2015: $31,636Expenses 2015: $24,180Net Income 2015: $7,4562015Revenue 2016: $19,992Expenses 2016: $24,233Net Income 2016: -$4,2412016Revenue 2017: $31,308Expenses 2017: $23,183Net Income 2017: $8,1252017Revenue 2018: $60,162Expenses 2018: $24,019Net Income 2018: $36,1432018Revenue 2019: $29,150Expenses 2019: $23,755Net Income 2019: $5,3952019Revenue 2020: $36,215Expenses 2020: $31,814Net Income 2020: $4,4012020Revenue 2021: $69,769Expenses 2021: $26,690Net Income 2021: $43,0792021Revenue 2022: $29,218Expenses 2022: $26,823Net Income 2022: $2,3952022Revenue 2023: $20,817Expenses 2023: $29,302Net Income 2023: -$8,4852023Revenue 2024: $39,787Expenses 2024: $28,649Net Income 2024: $11,1382024

Highlighted filing

2019

Revenue$29,150
Expenses$23,755
Net Income$5,395
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 31, 2020
Return Version
2019v5.1
Gross Receipts
$38,546
Mission and Program Overview

Mission

To operate exclusively for the support and benefit of duquesne university, pittsburgh, pennsylvania, for the purpose of providing scholarships for students maintaining a major course of concentration in the school of education of duquesne university.

The foundation operates exclusively for the support and benefit of duquesne university, pittsburgh, pennsylvania, for the purpose of providing scholarships for students maintaining a major course of concentration in the school of education of duquesne university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$505,158$510,267▲ $5,109
Cap Stk Tr Prin Current Funds$505,158$510,267▲ $5,109
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$505,158$510,267▲ $5,109
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$505,158$510,267▲ $5,109
Total Liabilities and Net Assets / Fund Balance$505,158$510,267▲ $5,109
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleBaseTotal
-Trustee$6,115$6,115
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$29,150
Other Revenue
$0
Change in Net Assets
$5,395
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$16,028
Salaries, Compensation, and Employee Benefits$6,115
Other Expenses$1,612
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$16,028--$16,028
Current Officers, Directors, Trustees, and Key Employees-$6,115-$6,115
Fees for Services Accounting-$1,400-$1,400
Other Expenses-$212-$212
Total Functional Expenses$16,028$7,727$0$23,755
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Duquesne UniversityPittsburgh, PA-For the Purpose of Providing Scholarships for Students Maintaining a Major Course of Concentration in the School of Education at Duquesne University$16,028
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The organization has no committees to act on behalf of the trustee, its governing body.”

Form 990, Part VI, Section B, Line 11B

“Trustee reviews before filing”

Form 990, Part VI, Section C, Line 19

“A trust officer on behalf of the trustee, security national trust co., reviews this form 990 with the preparer and executes form 990 on behalf of security national trust co., the trustee, it's governing body. The governing documents of the organziaton are made available to the public by inspection at the office of the trustee, it's governing body, security national trust co., 1300 chapline street, wheeling, wv 26003.”

Filing and Contact Details

Filer

Filer Name
Elizabeth K Wingerter Charitable
EIN
27-2498681
Phone
3042335215
Address
1300 CHAPLINE ST NO 302, WHEELING, WV 26003

Signing Officer

Name
Security National Trust Co
Title
Trustee
Phone
3042335215
Signed
2020-03-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Security National Trust C
Formed
2009
Legal Domicile
Wv
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Costanzo & Associates Pllc
Address
1341 NATIONAL ROAD, WHEELING, WV 26003-0251
Preparer
Michael Costanzo
Phone
3042424400
Raw XML Appendix376 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SUBSTANTIALLY ALL OF THE NET INCOME FROM THE TRUST ESTATE IS, ORDINARILY, DISTRIBUTED FOR THE PURPOSES OF THE TRUST IN EACH YEAR TO THE SCHOOL OF EDUCATION AT DUQUESNE UNIVERSITY, LOCATED IN PITTSBURGH, PENNSYLVANIA, TO BE USED TO PROVIDE SCHOLARSHIPS FOR WORTHY STUDENTS MAINTAINING A MAJOR COURSE OF CONCENTRATION IN THAT SCHOOL OF EDUCATION UNDER SUCH RULES AND REGUALATIONS AS THE GOVERNING BOARD OF DUQUESNE UNIVERSITY SHALL DETERMINE. IT IS RESPECTULLY SUBMITTED THAT THE DISTRIBUTION OF TRUST INCOME IN THIS MATTER ENABLES AND EXPANDS THE ABILITY OF DUQUESNE UNIVERITY AND THOSE IN ITS SCHOOL OF EDUCATION TO CARRY OUT THIS MISSION OF PROVIDING SCHOLARSHIPS FOR WORTHY STUDENTS MAINTAINING A MAJOR COURSE OF CONCENTRATION IN THAT SCHOOL OF EDUCATION. AS THE BENEFICIARY ORGANZIATION, DUQUESNE UNIVERSITY HAS THE EXPRESS POWER TO ENFORCE THE VARIOUS PROVISIONS OF THIS CHARITABLE FOUNDATION IN APPROPRIATE COURTS OF COMPETENT JURISDICTION IN THE STATE OF WEST VIRGINIA. FURTHERMORE, UNDER THE GOVERNING INSTRUMENT, DUQUESNE UNIVERSITY HAS THE EXPRESS POWER TO COMPEL AN ACCOUNTING UNDER WEST VIRGINIA LAW. UNDER THE GOVERNING INSTRUMENT, THE TRUSTEE OF THIS CHARITABLE FOUNDATION IS UNDER A MANDATE TO RENDER AN ACCOUNT OF RECEIPTS AND DISBURSEMENTS AT LEAST ANNUALLY TO THE PRESIDENT OF DUQUESNE UNIVERSITY OR HIS OR HER DESIGNEE AND THE DEAN OF THE SCHOOL OF EDUCATION OF DUQUESNE UNIVERSITY OR HIS OR HER DESIGNEE. THE AMOUNT OF SUPPORT RECEIVED BY DUQUESNE UNIVERSITY IS SUFFICIENT TO ENSURE THE ATTENTIVENESS OF DUQUESNE UNIVERSITY TO THE OPERATIONS OF THE ELIZABETH K. WINGERTER CHARITABLE FOUNDATION. ALTHOUGH THE ANNUAL DISTRIBUTION TO DUQUESNE UNIVERSITY AND ITS SCHOOL OF EDUCATION DOES NOT CONSTITUTE 50% OF ITS INCOME FOR ENDOWED SCHOLARSHIP PURPOSES IN THE SCHOOL OF EDUCATION, IT IS RESPECTFULLY SUBMITTED THAT IN ORDER TO AVOID INTERRUPTION OF CARRYING ON AND SATISFYING THE PURPOSES OF ELIZABETH K. WINGERTER SCHOLARSHIP FUND, DUQUESNE UNIVERISTY AND ITS SCHOOL OF EDUCATION WILL BE SUFFICIENTLY ATTENTIVE TO THE OPERATIONS OF THIS CHARITABLE FOUNDATION. THIS IS THE CASE WHERE BOTH THE ELIZABETH K. WINGERTER CHARITABLE FOUNDATION AND DUQUESNE UNIVERSITY AND ITS SCHOOL OF EDUCATION EARMARK THE SUPPORT RECEIVED FROM THIS CHARITABLE FOUNDATION FOR THE PURPOSES OF THE ELIZABETH K. WINGERTER SCHOLARSHIP IN THE SCHOOL OF EDUCATION AT DUQUESNE UNIVERSITY. WITHOUT THE CONTINUED SUPPORT OF THE ELIZABETH K. WINGERTER CHARITABLE FOUNDATION, DUQUESNE UNIVERSITY AND ITS SCHOOL OF EDUCATION MIGHT NOT MAINTAIN THE SCHOLARSHIP FUND ESTABLISHED BY ELIZABETH K. WINGERTER AND DUQUESNE UNIVERSITY AND CALLED THE ELIZABETH K. WINGERTER SCHOLARSHIP FUND. THUS, THE ELIZABETH K. WINGERTER CHARITABLE FOUNDATION WILL BE TREATED AS PROVIDING DUQUESNE UNIVERSITY AND ITS SCHOOL OF EDUCATION WITH A SUFFICIENT PORTION OF THE UNIVERSITY'S TOTAL SUPPORT TO ENSURE ITS ATTENTIVENESS TO THE OPERATIONS OF THE ELIZABETH K. WINGERTER CHARITABLE FOUNDATION. AN EXAMPLE OF ACCEPTABLE EVIDENCE OF ACTUAL ATTENTIVENESS OF THE SUPPORTED ORGANIZATION IS THE IMPOSITION OF A REQUIREMENT IN THE GOVERNING INSTRUMENT ITSELF THAT THE SUPPORTING ORGANIZATION, WHICH IS THE ELIZABETH K. WINGERTER CHARITABLE FOUNDATION, IS REQUIRED TO PROVIDE REPORTS AT LEAST ANNUALLY TO ASSIST THE SUPPORTED ORGANIZATION IN ENSURING THAT THE CHARITABLE FOUNDATION HAS INVESTED ITS ENDOWMENT AND ASSETS PRODUCTIVE OF A REASONABLE RATE OF RETURN.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D
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IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt07613
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt07304
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
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IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt016028
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FOR THE PURPOSE OF PROVIDING SCHOLARSHIPS FOR STUDENTS MAINTAINING A MAJOR COURSE OF CONCENTRATION IN THE SCHOOL OF EDUCATION AT DUQUESNE UNIVERSITY
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IRS990ScheduleI/RecipientTable/RecipientEIN0251035663
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0600 FORBES AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PITTSBURGH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd015282
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS NO COMMITTEES TO ACT ON BEHALF OF THE TRUSTEE, ITS GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEE REVIEWS BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A TRUST OFFICER ON BEHALF OF THE TRUSTEE, SECURITY NATIONAL TRUST CO., REVIEWS THIS FORM 990 WITH THE PREPARER AND EXECUTES FORM 990 ON BEHALF OF SECURITY NATIONAL TRUST CO., THE TRUSTEE, IT'S GOVERNING BODY. THE GOVERNING DOCUMENTS OF THE ORGANZIATON ARE MADE AVAILABLE TO THE PUBLIC BY INSPECTION AT THE OFFICE OF THE TRUSTEE, IT'S GOVERNING BODY, SECURITY NATIONAL TRUST CO., 1300 CHAPLINE STREET, WHEELING, WV 26003.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt0505158
IRS990/TotalAssetsGrp/EOYAmt0510267
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07727
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IRS990/TotalVolunteersCnt00
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SECURITY NATIONAL TRUST CO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03042335215
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELIZABETH K WINGERTER CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ELIZ
ReturnHeader/Filer/EIN0272498681
ReturnHeader/Filer/PhoneNum03042335215
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ReturnHeader/FilingSecurityInformation/IPTm013:17:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550718347
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01341 NATIONAL ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHEELING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0260030251
ReturnHeader/PreparerPersonGrp/PhoneNum03042424400
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL COSTANZO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-04-02T15:08:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$510,267
Liabilities
$0
Net assets
$510,267
Revenue
$29,150
Expenses
$23,755
Net income
$5,395
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$0.40$0.29$0.11
2023Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$0.21$0.29$0.08
2022Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$0.29$0.27$0.02
2021Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.70$0.27$0.43
2020Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$0.36$0.32$0.04
2019Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.29$0.24$0.05
2018Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.60$0.24$0.36
2017Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.31$0.23$0.08
2016Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.20$0.24$0.04
2015Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.32$0.24$0.07