Civic Intelligence

Edward Worthington Trust

990PF • Fiscal year 2012 • EIN 31-6017720

Dec 01, 2011 to Nov 30, 2012 • Filed on Feb 01, 2013

Pnc Bank Na 620 Liberty Avenue15222-2705
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.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

95th percentile

$5,170

Higher top officer pay than 95% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

45th percentile

-1.3%

Faster asset growth than 45% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$413,263

Down $5,642 (-1.3%) from 2011

Net Assets

Down

$413,263

Down $5,642 (-1.3%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$30,823

Up $9,668 (+46%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $418,905Liabilities 2011: $0Net Assets 2011: $418,9052011Assets 2012: $413,263Liabilities 2012: $0Net Assets 2012: $413,2632012Assets 2013: $452,301Liabilities 2013: $0Net Assets 2013: $452,3012013Assets 2014: $446,057Liabilities 2014: $0Net Assets 2014: $446,0572014Assets 2015: $638,194Liabilities 2015: $0Net Assets 2015: $638,1942015Assets 2016: $619,893Liabilities 2016: $0Net Assets 2016: $619,8932016Assets 2017: $623,947Liabilities 2017: $0Net Assets 2017: $623,9472017Assets 2018: $642,749Liabilities 2018: $0Net Assets 2018: $642,7492018Assets 2019: $643,141Liabilities 2019: $0Net Assets 2019: $643,1412019Assets 2020: $663,095Liabilities 2020: $0Net Assets 2020: $663,0952020Assets 2021: $660,282Liabilities 2021: $0Net Assets 2021: $660,2822021Assets 2022: $655,044Liabilities 2022: $0Net Assets 2022: $655,0442022Assets 2023: $659,106Liabilities 2023: $0Net Assets 2023: $659,1062023Assets 2024: $646,517Liabilities 2024: $0Net Assets 2024: $646,5172024

Highlighted filing

2012

Assets$413,263
Liabilities$0
Net Assets$413,263

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $21,1552011Expenses 2012: $30,8232012Expenses 2013: $29,8482013Revenue 2014: $28,147Expenses 2014: $34,391Net Income 2014: -$6,2442014Revenue 2015: $234,781Expenses 2015: $35,425Net Income 2015: $199,3562015Revenue 2016: $158,801Expenses 2016: $177,093Net Income 2016: -$18,2922016Revenue 2017: $24,621Expenses 2017: $20,566Net Income 2017: $4,0552017Revenue 2018: $29,351Expenses 2018: $10,493Net Income 2018: $18,8582018Revenue 2019: $40,528Expenses 2019: $40,138Net Income 2019: $3902019Revenue 2020: $51,724Expenses 2020: $31,770Net Income 2020: $19,9542020Revenue 2021: $37,305Expenses 2021: $40,123Net Income 2021: -$2,8182021Revenue 2022: $39,476Expenses 2022: $46,650Net Income 2022: -$7,1742022Revenue 2023: $49,514Expenses 2023: $43,326Net Income 2023: $6,1882023Revenue 2024: $30,850Expenses 2024: $43,457Net Income 2024: -$12,6072024

Highlighted filing

2012

Revenue-
Expenses$30,823
Net Income-
Jump To
Filing Snapshot
Filing Period
Dec 1, 2011 to Nov 30, 2012
Signed
Feb 1, 2013
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$5,170-$5,170
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantENDOWMENT FUND - EPISCOPAL SOC CHRIST CHURCHFINANCIAL SUPPORT OF THE ENDOWMENT FUNDPUBLIC CHARITYCINCINNATI, OH, US$23,960
Filing and Contact Details

Filer

EIN
31-6017720
Raw XML Appendix311 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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ExplnOfNonFilingWithAGStmt/Statement0THIS TRUST IS NOT REQUIRED TO PROVIDE A COPY OF THIS RETURN TO THE OHIO ATTORNEY GENERAL BECAUSE, IN LIEU THEREOF, IT IS DIRECTED TO ANNUALLY COMPLETE AN OHIO VERIFICATION OF FILING WITH THE INTERNAL REVENUE SERVICE FORM.
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OtherIncomeSchedule2/OtherIncome/Description1REFUND OF OHIO FILING FEE
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0335
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks1100
TaxesSchedule/Taxes/Amount040
TaxesSchedule/Taxes/Amount15
TaxesSchedule/Taxes/Amount240
TaxesSchedule/Taxes/Category0FOREIGN TAX PAID
TaxesSchedule/Taxes/Category19/30/11 BALANCE EXCISE TAX DUE
TaxesSchedule/Taxes/Category2ESTIMATED 9/30/12 EXCISE TAX PAYMENTS
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/NetInvestmentIncome040
TaxesSchedule/Taxes/NetInvestmentIncome10
TaxesSchedule/Taxes/NetInvestmentIncome20
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0316017720
ReturnHeader/Filer/Name/BusinessNameLine10EDWARD WORTHINGTON TRUST
ReturnHeader/Filer/NameControl0WORT
ReturnHeader/Filer/Phone04127623792
ReturnHeader/Filer/USAddress/AddressLine10PNC BANK NA 620 LIBERTY AVENUE
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0152222705
ReturnHeader/Officer/DateSigned02013-02-01
ReturnHeader/Officer/Name0JOHN ALRUTZ
ReturnHeader/Officer/Phone04127623792
ReturnHeader/Officer/Title0ASSISTANT VICE PRESIDENT
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-12-01
ReturnHeader/TaxPeriodEndDate02012-11-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-02-15T12:24:44-06:00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$6.47$0.00$6.47$0.31$0.43$0.13
2023Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.50$0.43$0.06
2022Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$0.39$0.47$0.07
2021Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$0.37$0.40$0.03
2020Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.63$0.52$0.32$0.20
2019Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$0.41$0.40$0.00
2018Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$0.29$0.10$0.19
2017Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.25$0.21$0.04
2016Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$1.59$1.77$0.18
2015Detailed filing. Detailed filing data is available for this year.$6.38$0.00$6.38$2.35$0.35$1.99
2014Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.28$0.34$0.06
2013Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.30
2012Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.31
2011Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.21