Civic Intelligence

Elizabeth Morgan Charitable Trust UW 40381017002 Jk2

990PF • Fiscal year 2016 • EIN 30-6042819

Aug 01, 2015 to Jul 31, 2016 • Filed on Aug 05, 2016

PO Box 609Pittsburgh, PA 15230-9738

(216) 257-4714

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

85th percentile

31%

Higher net margin than 85% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

79th percentile

$3,503

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 14.3% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

57th percentile

3.5%

Faster asset growth than 57% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

84th percentile

38%

Faster revenue growth than 84% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$222,369

Up $7,586 (+3.5%) from 2015

Net Assets

Up

$222,369

Up $7,586 (+3.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$24,542

Up $6,820 (+38%) from 2015

Expenses

Down

$16,855

Down $773 (-4.4%) from 2015

Net Income

Up

$7,687

Up $7,593 (+8078%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $221,841Liabilities 2011: $0Net Assets 2011: $221,8412011Assets 2012: $216,677Liabilities 2012: $0Net Assets 2012: $216,6772012Assets 2013: $215,221Liabilities 2013: $0Net Assets 2013: $215,2212013Assets 2014: $214,689Liabilities 2014: $0Net Assets 2014: $214,6892014Assets 2015: $214,783Liabilities 2015: $0Net Assets 2015: $214,7832015Assets 2016: $222,369Liabilities 2016: $0Net Assets 2016: $222,3692016Assets 2017: $224,917Liabilities 2017: $0Net Assets 2017: $224,9172017Assets 2018: $228,721Liabilities 2018: $0Net Assets 2018: $228,7212018Assets 2019: $236,021Liabilities 2019: $0Net Assets 2019: $236,0212019Assets 2020: $341,814Liabilities 2020: $0Net Assets 2020: $341,8142020Assets 2021: $348,629Liabilities 2021: $0Net Assets 2021: $348,6292021Assets 2022: $346,211Liabilities 2022: $0Net Assets 2022: $346,2112022Assets 2023: $327,075Liabilities 2023: $0Net Assets 2023: $327,0752023Assets 2024: $322,019Liabilities 2024: $0Net Assets 2024: $322,0192024Assets 2025: $316,339Liabilities 2025: $0Net Assets 2025: $316,3392025

Highlighted filing

2016

Assets$222,369
Liabilities$0
Net Assets$222,369

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2011: $12,8332011Expenses 2012: $13,8862012Expenses 2013: $12,8732013Revenue 2014: $19,600Expenses 2014: $20,130Net Income 2014: -$5302014Revenue 2015: $17,722Expenses 2015: $17,628Net Income 2015: $942015Revenue 2016: $24,542Expenses 2016: $16,855Net Income 2016: $7,6872016Revenue 2017: $19,513Expenses 2017: $16,958Net Income 2017: $2,5552017Revenue 2018: $21,834Expenses 2018: $18,034Net Income 2018: $3,8002018Revenue 2019: $28,822Expenses 2019: $21,492Net Income 2019: $7,3302019Revenue 2020: $118,957Expenses 2020: $13,164Net Income 2020: $105,7932020Revenue 2021: $23,461Expenses 2021: $16,197Net Income 2021: $7,2642021Revenue 2022: $18,487Expenses 2022: $20,248Net Income 2022: -$1,7612022Revenue 2023: $1,630Expenses 2023: $20,821Net Income 2023: -$19,1912023Revenue 2024: $13,923Expenses 2024: $18,809Net Income 2024: -$4,8862024Revenue 2025: $15,759Expenses 2025: $21,465Net Income 2025: -$5,7062025

Highlighted filing

2016

Revenue$24,542
Expenses$16,855
Net Income$7,687
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Aug 5, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$3,503-$3,503
Filing and Contact Details

Filer

Filer Name
Elizabeth Morgan Charitable
EIN
30-6042819
Phone
2162574714
Address
PO BOX 609, PITTSBURGH, PA 15230-9738

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
2162574714
Signed
2016-08-05
Raw XML Appendix285 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/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt014808
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015244
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0436
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01143
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0436
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0707
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0707
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014808
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0707
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01143
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1100
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING ADJUSTMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1POSTED SUBSEQ YR TAXED CURR YR
TaxesSchedule/TaxesDetail/Amt0296
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02162574714
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELIZABETH MORGAN CHARITABLE
ReturnHeader/Filer/BusinessNameControlTxt0MORG
ReturnHeader/Filer/EIN0306042819
ReturnHeader/Filer/PhoneNum02162574714
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 609
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152309738
ReturnHeader/ReturnTs02016-08-05T13:00:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.16$0.21$0.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$0.00$3.22$0.14$0.19$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.27$0.00$3.27$0.02$0.21$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.46$0.00$3.46$0.18$0.20$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.49$0.00$3.49$0.23$0.16$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$0.00$3.42$1.19$0.13$1.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.00$2.36$0.29$0.21$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.00$2.29$0.22$0.18$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.00$2.25$0.20$0.17$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.25$0.17$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.18$0.18$0.00
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.00$2.15$0.20$0.20$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.13
2012Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.14
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.00$2.22$0.13