Civic Intelligence

Edward Worthington Trust

990PF • Fiscal year 2017 • EIN 31-6017720

Dec 01, 2016 to Nov 30, 2017 • Filed on Dec 12, 2017

PO Box 609Pittsburgh, PA 15230-9738

(216) 257-6118

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

55th percentile

$729

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

44th percentile

0.7%

Faster asset growth than 44% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-84%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$623,947

Up $4,054 (+0.7%) from 2016

Net Assets

Up

$623,947

Up $4,054 (+0.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$24,621

Down $134,180 (-84%) from 2016

Expenses

Down

$20,566

Down $156,527 (-88%) from 2016

Net Income

Up

$4,055

Up $22,347 (+122%) from 2016

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

2017

Assets$623,947
Liabilities$0
Net Assets$623,947

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

2017

Revenue$24,621
Expenses$20,566
Net Income$4,055
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Dec 12, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK N ATrustee-$729-$729
Filing and Contact Details

Filer

Filer Name
Edward Worthington Trust
EIN
31-6017720
Phone
2162576118
Address
PO BOX 609, PITTSBURGH, PA 15230-9738

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
2162576118
Signed
2017-12-12
Raw XML Appendix316 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/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt018629
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FINANCIAL SUPPORT OF THE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ENDOWMENT FUND - EPISCOPAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0SOCIETY OF CHRIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0318 E FOURTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045202
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018629
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt018865
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt035659
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt016794
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0104807
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt016794
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt088013
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt088013
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018865
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt088013
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0104807
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING ADJ FOR SALES AND TRANSACTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
TaxesSchedule/TaxesDetail/Amt0907
TaxesSchedule/TaxesDetail/Amt177
TaxesSchedule/TaxesDetail/Amt224
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt177
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt224
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02162576118
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDWARD WORTHINGTON TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WORT
ReturnHeader/Filer/EIN0316017720
ReturnHeader/Filer/PhoneNum02162576118
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 609
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152309738
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B19847ABCE691DAC2ACA5DF3CD0B566807A0842E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B19847ABCE691DAC2ACA5DF3CD0B566807A0842E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0161.150.176.3
ReturnHeader/ReturnTs02017-12-15T09:00:15-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-12-01
ReturnHeader/TaxPeriodEndDt02017-11-30
ReturnHeader/TaxYr02016

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